HoldingsChannel.com
Funds Holding CMBS
HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley729,533$38,512 12/31/2019
     CMBS729,533$38,512 12/31/2019
Charles Schwab Investment Advisory Inc.620,704$32,767 12/31/2019
     CMBS620,704$32,767 12/31/2019
Bank of America Corp DE453,569$23,944 12/31/2019
     CMBS453,569$23,944 12/31/2019
ST Germain D J Co. Inc.404,543$21,356 12/31/2019
     CMBS404,543$21,356 12/31/2019
Guggenheim Capital LLC276,313$14,587 12/31/2019
     CMBS276,313$14,587 12/31/2019
UBS Group AG263,467$13,909 12/31/2019
     CMBS263,467$13,909 12/31/2019
Wells Fargo & Company MN132,938$7,017 12/31/2019
     CMBS132,938$7,017 12/31/2019
LPL Financial LLC114,227$6,030 12/31/2019
     CMBS114,227$6,030 12/31/2019
BlackRock Inc.92,649$4,891 12/31/2019
     CMBS92,649$4,891 12/31/2019
Advisors Capital Management LLC89,762$4,739 12/31/2019
     CMBS89,762$4,739 12/31/2019
Envestnet Asset Management Inc.73,478$3,879 12/31/2019
     CMBS73,478$3,879 12/31/2019
Jane Street Group LLC57,947$3,059 12/31/2019
     CMBS57,947$3,059 12/31/2019
Hilltop Holdings Inc.56,074$2,961 12/31/2019
     CMBS56,074$2,961 12/31/2019
Eqis Capital Management Inc.50,811$2,682 12/31/2019
     CMBS50,811$2,682 12/31/2019
Franklin Resources Inc.40,177$2,121 12/31/2019
     CMBS40,177$2,121 12/31/2019
WESPAC Advisors LLC37,921$2,002 12/31/2019
     CMBS37,921$2,002 12/31/2019
Cetera Advisors LLC29,769$1,574 12/31/2019
     CMBS29,769$1,574 12/31/2019
Advisor Group Inc.29,715$1,568 12/31/2019
     CMBS29,715$1,568 12/31/2019
Global Financial Private Capital Inc29,707$1,568 12/31/2019
     CMBS29,707$1,568 12/31/2019
Colony Group LLC25,524$1,347 12/31/2019
     CMBS25,524$1,347 12/31/2019
Cambridge Investment Research Advisors Inc.20,205$1,067 12/31/2019
     CMBS20,205$1,067 12/31/2019
Commonwealth Equity Services LLC16,798$886 12/31/2019
     CMBS16,798$886 12/31/2019
Biltmore Capital Advisors LLC13,320$703 12/31/2019
     CMBS13,320$703 12/31/2019
FDx Advisors Inc.12,328$651 12/31/2019
     CMBS12,328$651 12/31/2019
Clear Harbor Asset Management LLC11,640$614 12/31/2019
     CMBS11,640$614 12/31/2019
Strategic Investment Advisors MI11,181$590 12/31/2019
     CMBS11,181$590 12/31/2019
Brown Brothers Harriman & Co.11,042$583 12/31/2019
     CMBS11,042$583 12/31/2019
Qube Research & Technologies Ltd8,275$437 12/31/2019
     CMBS8,275$437 12/31/2019
First Foundation Advisors8,158$431 12/31/2019
     CMBS8,158$431 12/31/2019
Epstein & White Financial LLC7,162$379 12/31/2019
     CMBS7,162$379 12/31/2019
Royal Bank of Canada7,151$378 12/31/2019
     CMBS7,151$378 12/31/2019
Truist Financial Corp6,888$363 12/31/2019
     CMBS6,888$363 12/31/2019
Ladenburg Thalmann Financial Services Inc.6,148$325 12/31/2019
     CMBS6,148$325 12/31/2019
BB&T Securities LLC5,492$293 09/30/2019
     CMBS5,492$293 09/30/2019
Baird Financial Group Inc.4,840$256 12/31/2019
     CMBS4,840$256 12/31/2019
US Bancorp DE4,000$211 12/31/2019
     CMBS4,000$211 12/31/2019
Susquehanna International Group LLP3,795$200 12/31/2019
     CMBS3,795$200 12/31/2019
Advisors Asset Management Inc.2,363$125 12/31/2019
     CMBS2,363$125 12/31/2019
Sowell Financial Services LLC2,296$121 12/31/2019
     CMBS2,296$121 12/31/2019
FMR LLC1,841$97 12/31/2019
     CMBS1,841$97 12/31/2019
Carroll Financial Associates Inc.1,741$91 12/31/2019
     CMBS1,741$91 12/31/2019
Fifth Third Bancorp1,590$84 12/31/2019
     CMBS1,590$84 12/31/2019
Sofos Investments Inc.5,756$53 12/31/2019
     CMBS5,756$53 12/31/2019
LifePlan Financial Group Inc578$30 12/31/2019
     CMBS578$30 12/31/2019
IFP Advisors Inc485$25 12/31/2019
     CMBS485$25 12/31/2019
MUFG Americas Holdings Corp425$22 12/31/2019
     CMBS425$22 12/31/2019
Lehman & Derafelo Financial Resources LLC300$16 12/31/2019
     CMBS300$16 12/31/2019
Rockefeller Capital Management L.P.213$11 12/31/2019
     CMBS213$11 12/31/2019
Institute for Wealth Management LLC.189$10 12/31/2019
     CMBS189$10 12/31/2019
Cabana LLC152$8 12/31/2019
     CMBS152$8 12/31/2019
Coastal Investment Advisors Inc.84$5 12/31/2019
     CMBS84$5 12/31/2019
Ambassador Advisors LLC72$4 12/31/2019
     CMBS72$4 12/31/2019
Lenox Wealth Advisors LLC10$1 12/31/2019
     CMBS10$1 12/31/2019
Wealthcare Advisory Partners LLC26$1 12/31/2019
     CMBS26$1 12/31/2019
Certified Advisory Corp19$1 12/31/2019
     CMBS19$1 12/31/2019
Proequities Inc.0$0 12/31/2019
     CMBS0$0 12/31/2019
Lloyd Advisory Services LLC.3$0 12/31/2019
     CMBS3$0 12/31/2019
Wealth Quarterback LLC2,061$0 12/31/2019
     CMBS2,061$0 12/31/2019

See Summary: Institutional Holders of CMBS
See Details: Top 10 Hedge Funds Holding CMBS
Also See: CMBS Holdings Changes

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