HoldingsChannel.com
Funds Holding CMF
HolderAmountPosition Size
($ in 1000's)
 As of
Charles Schwab Investment Advisory Inc.3,669,926$224,710 12/31/2019
     CMF3,669,926$224,710 12/31/2019
Bank of America Corp DE1,234,597$75,595 12/31/2019
     CMF1,234,597$75,595 12/31/2019
Miracle Mile Advisors LLC945,837$57,914 12/31/2019
     CMF945,837$57,914 12/31/2019
Mission Wealth Management LP900,942$55,165 12/31/2019
     CMF900,942$55,165 12/31/2019
Morgan Stanley864,361$52,925 12/31/2019
     CMF864,361$52,925 12/31/2019
Bailard Inc.383,790$23,499 12/31/2019
     CMF383,790$23,499 12/31/2019
UBS Group AG378,266$23,162 12/31/2019
     CMF378,266$23,162 12/31/2019
FMR LLC270,183$16,543 12/31/2019
     CMF270,183$16,543 12/31/2019
LPL Financial LLC238,818$14,623 12/31/2019
     CMF238,818$14,623 12/31/2019
Wells Fargo & Company MN226,341$13,858 12/31/2019
     CMF226,341$13,858 12/31/2019
Pure Financial Advisors Inc.193,654$11,857 12/31/2019
     CMF193,654$11,857 12/31/2019
Ameriprise Financial Inc.177,857$10,892 12/31/2019
     CMF177,857$10,892 12/31/2019
MUFG Americas Holdings Corp160,047$9,800 12/31/2019
     CMF160,047$9,800 12/31/2019
Royal Bank of Canada154,874$9,483 12/31/2019
     CMF154,874$9,483 12/31/2019
Principal Financial Group Inc.141,118$8,641 12/31/2019
     CMF141,118$8,641 12/31/2019
Envestnet Asset Management Inc.136,421$8,353 12/31/2019
     CMF136,421$8,353 12/31/2019
Blue Zone Wealth Advisors LLC122,591$7,506 12/31/2019
     CMF122,591$7,506 12/31/2019
First Foundation Advisors122,230$7,484 12/31/2019
     CMF122,230$7,484 12/31/2019
AdvicePeriod LLC122,061$7,474 12/31/2019
     CMF122,061$7,474 12/31/2019
Parkside Advisors LLC112,476$6,887 12/31/2019
     CMF112,476$6,887 12/31/2019
Kayne Anderson Rudnick Investment Management LLC108,340$6,621 12/31/2019
     CMF108,340$6,621 12/31/2019
Towerpoint Wealth LLC106,399$6,515 12/31/2019
     CMF106,399$6,515 12/31/2019
Pacific Capital Wealth Advisors Inc.100,334$6,143 12/31/2019
     CMF100,334$6,143 12/31/2019
Slow Capital Inc.92,606$5,670 12/31/2019
     CMF92,606$5,670 12/31/2019
Strategic Wealth Advisors Group LLC84,460$5,172 12/31/2019
     CMF84,460$5,172 12/31/2019
Betterment LLC83,299$5,100 12/31/2019
     CMF83,299$5,100 12/31/2019
FormulaFolio Investments LLC79,073$4,842 12/31/2019
     CMF79,073$4,842 12/31/2019
Portfolio Solutions LLC72,893$4,463 12/31/2019
     CMF72,893$4,463 12/31/2019
Karp Capital Management Corp64,359$3,941 12/31/2019
     CMF64,359$3,941 12/31/2019
Wealthsource Partners LLC62,754$3,842 12/31/2019
     CMF62,754$3,842 12/31/2019
Parcion Private Wealth LLC56,621$3,467 12/31/2019
     CMF56,621$3,467 12/31/2019
Boltwood Capital Management55,004$3,368 12/31/2019
     CMF55,004$3,368 12/31/2019
Goldman Sachs Group Inc.52,173$3,195 12/31/2019
     CMF52,173$3,195 12/31/2019
Parallel Advisors LLC47,710$2,921 12/31/2019
     CMF47,710$2,921 12/31/2019
One Capital Management LLC45,620$2,793 12/31/2019
     CMF45,620$2,793 12/31/2019
Jane Street Group LLC44,891$2,749 12/31/2019
     CMF44,891$2,749 12/31/2019
BlackRock Inc.44,085$2,699 12/31/2019
     CMF44,085$2,699 12/31/2019
Commonwealth Equity Services LLC41,774$2,557 12/31/2019
     CMF41,774$2,557 12/31/2019
Bank of New York Mellon Corp38,367$2,349 12/31/2019
     CMF38,367$2,349 12/31/2019
Renaissance Technologies LLC35,900$2,198 12/31/2019
     CMF35,900$2,198 12/31/2019
MML Investors Services LLC35,858$2,196 12/31/2019
     CMF35,858$2,196 12/31/2019
Qube Research & Technologies Ltd35,220$2,157 12/31/2019
     CMF35,220$2,157 12/31/2019
Cambridge Investment Research Advisors Inc.33,852$2,073 12/31/2019
     CMF33,852$2,073 12/31/2019
EP Wealth Advisors LLC32,281$1,977 12/31/2019
     CMF32,281$1,977 12/31/2019
Garde Capital Inc.31,376$1,921 12/31/2019
     CMF31,376$1,921 12/31/2019
Steel Peak Wealth Management LLC29,295$1,794 12/31/2019
     CMF29,295$1,794 12/31/2019
Omega Financial Group LLC28,663$1,755 12/31/2019
     CMF28,663$1,755 12/31/2019
London & Capital Asset Management Ltd27,585$1,689 12/31/2019
     CMF27,585$1,689 12/31/2019
Parker Investment Management LLC27,299$1,672 12/31/2019
     CMF27,299$1,672 12/31/2019
Cetera Advisor Networks LLC26,925$1,649 12/31/2019
     CMF26,925$1,649 12/31/2019
Citigroup Inc.26,561$1,626 12/31/2019
     CMF26,561$1,626 12/31/2019
Fairview Capital Investment Management LLC26,225$1,605 12/31/2019
     CMF26,225$1,605 12/31/2019
Evanson Asset Management LLC25,229$1,545 12/31/2019
     CMF25,229$1,545 12/31/2019
JPMorgan Chase & Co.25,178$1,542 12/31/2019
     CMF25,178$1,542 12/31/2019
Summit Wealth & Retirement Planning Inc.22,745$1,393 12/31/2019
     CMF22,745$1,393 12/31/2019
ELM Advisors LLC21,818$1,336 12/31/2019
     CMF21,818$1,336 12/31/2019
Credit Suisse AG20,000$1,225 12/31/2019
     CMF20,000$1,225 12/31/2019
Traverso Chambers Private Wealth Management LLC19,880$1,217 12/31/2019
     CMF19,880$1,217 12/31/2019
AJ Wealth Strategies LLC19,826$1,214 12/31/2019
     CMF19,826$1,214 12/31/2019
HCR Wealth Advisors19,789$1,212 12/31/2019
     CMF19,789$1,212 12/31/2019
United Capital Financial Advisers LLC19,614$1,201 12/31/2019
     CMF19,614$1,201 12/31/2019
Columbia Trust Co 0101201618,850$1,153 12/31/2019
     CMF18,850$1,153 12/31/2019
VERITY Wealth Advisors18,787$1,150 12/31/2019
     CMF18,787$1,150 12/31/2019
Bank of The West18,066$1,106 12/31/2019
     CMF18,066$1,106 12/31/2019
CLS Investments LLC17,647$1,081 12/31/2019
     CMF17,647$1,081 12/31/2019
Assetmark Inc.17,447$1,068 12/31/2019
     CMF17,447$1,068 12/31/2019
Litman Gregory Asset Management LLC17,312$1,060 12/31/2019
     CMF17,312$1,060 12/31/2019
Stifel Financial Corp17,225$1,052 12/31/2019
     CMF17,225$1,052 12/31/2019
B. Riley Wealth Management Inc.16,810$1,030 12/31/2019
     CMF16,810$1,030 12/31/2019
Mid Atlantic Financial Management Inc. ADV16,181$991 12/31/2019
     CMF16,181$991 12/31/2019
NewFocus Financial Group LLC15,066$922 12/31/2019
     CMF15,066$922 12/31/2019
Kingsview Wealth Management LLC14,910$913 12/31/2019
     CMF14,910$913 12/31/2019
Lincoln National Corp14,618$895 12/31/2019
     CMF14,618$895 12/31/2019
Capital One National Association14,435$884 12/31/2019
     CMF14,435$884 12/31/2019
McNaughton Wealth Management LLC14,035$862 12/31/2019
     CMF14,035$862 12/31/2019
Raymond James Financial Services Advisors Inc.13,899$851 12/31/2019
     CMF13,899$851 12/31/2019
Personal Capital Advisors Corp13,570$831 12/31/2019
     CMF13,570$831 12/31/2019
Ladenburg Thalmann Financial Services Inc.13,197$809 12/31/2019
     CMF13,197$809 12/31/2019
Fisher Asset Management LLC11,995$734 12/31/2019
     CMF11,995$734 12/31/2019
Mercer Global Advisors Inc. ADV11,529$706 12/31/2019
     CMF11,529$706 12/31/2019
Whittier Trust Co.10,940$670 12/31/2019
     CMF10,940$670 12/31/2019
Winfield Associates Inc.10,600$649 12/31/2019
     CMF10,600$649 12/31/2019
HighTower Advisors LLC10,565$646 12/31/2019
     CMF10,565$646 12/31/2019
First Allied Advisory Services Inc.10,416$637 12/31/2019
     CMF10,416$637 12/31/2019
FLC Capital Advisors10,062$616 12/31/2019
     CMF10,062$616 12/31/2019
Covington Capital Management9,950$609 12/31/2019
     CMF9,950$609 12/31/2019
Wedbush Securities Inc.9,703$594 12/31/2019
     CMF9,703$594 12/31/2019
FCA Corp TX9,646$591 12/31/2019
     CMF9,646$591 12/31/2019
Avantax Advisory Services Inc.9,355$573 12/31/2019
     CMF9,355$573 12/31/2019
Weaver Consulting Group9,304$570 12/31/2019
     CMF9,304$570 12/31/2019
Empirical Financial Services LLC d.b.a. Empirical Wealth Management9,198$563 12/31/2019
     CMF9,198$563 12/31/2019
Advisor Group Inc.9,016$552 12/31/2019
     CMF9,016$552 12/31/2019
Perkins Coie Trust Co9,000$551 12/31/2019
     CMF9,000$551 12/31/2019
Emery Howard Portfolio Management Inc.8,586$526 12/31/2019
     CMF8,586$526 12/31/2019
Integrated Wealth Concepts LLC8,569$525 12/31/2019
     CMF8,569$525 12/31/2019
Captrust Financial Advisors8,243$505 12/31/2019
     CMF8,243$505 12/31/2019
Perennial Investment Advisors LLC8,132$498 12/31/2019
     CMF8,132$498 12/31/2019
Reilly Financial Advisors LLC8,039$492 12/31/2019
     CMF8,039$492 12/31/2019
Partnervest Advisory Services LLC8,022$491 12/31/2019
     CMF8,022$491 12/31/2019
Ieq Capital LLC6,921$424 12/31/2019
     CMF6,921$424 12/31/2019
Brighton Jones LLC6,860$420 12/31/2019
     CMF6,860$420 12/31/2019
IPG Investment Advisors LLC6,855$420 12/31/2019
     CMF6,855$420 12/31/2019
Financial Advocates Investment Management6,758$414 12/31/2019
     CMF6,758$414 12/31/2019
Titus Wealth Management6,574$403 12/31/2019
     CMF6,574$403 12/31/2019
Meritage Portfolio Management6,450$395 12/31/2019
     CMF6,450$395 12/31/2019
Sonata Capital Group Inc.6,336$388 12/31/2019
     CMF6,336$388 12/31/2019
Weil Company Inc.6,320$387 12/31/2019
     CMF6,320$387 12/31/2019
Leisure Capital Management6,300$386 12/31/2019
     CMF6,300$386 12/31/2019
Caprin Asset Management LLC ADV5,882$360 12/31/2019
     CMF5,882$360 12/31/2019
Insight Wealth Strategies LLC5,879$360 12/31/2019
     CMF5,879$360 12/31/2019
AlphaCore Capital LLC5,805$355 12/31/2019
     CMF5,805$355 12/31/2019
Orion Portfolio Solutions LLC5,777$354 12/31/2019
     CMF5,777$354 12/31/2019
Dynamic Advisor Solutions LLC5,758$353 12/31/2019
     CMF5,758$353 12/31/2019
Eagle Ridge Investment Management5,700$349 12/31/2019
     CMF5,700$349 12/31/2019
Retirement Capital Strategies5,539$339 12/31/2019
     CMF5,539$339 12/31/2019
Bristlecone Advisors LLC5,000$306 12/31/2019
     CMF5,000$306 12/31/2019
Mutual Advisors LLC4,725$289 12/31/2019
     CMF4,725$289 12/31/2019
Prio Wealth Limited Partnership4,600$282 12/31/2019
     CMF4,600$282 12/31/2019
Calton & Associates Inc.4,564$279 12/31/2019
     CMF4,564$279 12/31/2019
Destination Wealth Management4,485$275 12/31/2019
     CMF4,485$275 12/31/2019
Laurel Wealth Advisors Inc.4,370$267 12/31/2019
     CMF4,370$267 12/31/2019
Cornerstone Advisors Inc.4,220$258 12/31/2019
     CMF4,220$258 12/31/2019
Financial Advisors Network Inc.4,040$247 12/31/2019
     CMF4,040$247 12/31/2019
Mission Creek Capital Partners Inc.4,000$245 12/31/2019
     CMF4,000$245 12/31/2019
Mount Yale Investment Advisors LLC3,747$233 12/31/2019
     CMF3,747$233 12/31/2019
Arete Wealth Advisors LLC3,759$230 12/31/2019
     CMF3,759$230 12/31/2019
20 20 Capital Management Inc.3,656$227 12/31/2019
     CMF3,656$227 12/31/2019
Crestwood Advisors Group LLC3,600$220 12/31/2019
     CMF3,600$220 12/31/2019
D.A. Davidson & CO.3,498$214 12/31/2019
     CMF3,498$214 12/31/2019
HBW Advisory Services LLC3,425$211 12/31/2019
     CMF3,425$211 12/31/2019
OptiFour Integrated Wealth Management LLC3,395$208 12/31/2019
     CMF3,395$208 12/31/2019
Corient Capital Partners LLC3,381$207 12/31/2019
     CMF3,381$207 12/31/2019
Park Avenue Securities LLC3,310$203 12/31/2019
     CMF3,310$203 12/31/2019
Atwater Malick LLC3,272$200 12/31/2019
     CMF3,272$200 12/31/2019
Main Management LLC3,012$184 12/31/2019
     CMF3,012$184 12/31/2019
Steward Partners Investment Advisory LLC2,954$180 12/31/2019
     CMF2,954$180 12/31/2019
Gemmer Asset Management LLC2,876$176 12/31/2019
     CMF2,876$176 12/31/2019
Enterprise Financial Services Corp2,800$171 12/31/2019
     CMF2,800$171 12/31/2019
Global Retirement Partners LLC2,425$148 12/31/2019
     CMF2,425$148 12/31/2019
Quantum Capital Management2,404$147 12/31/2019
     CMF2,404$147 12/31/2019
Biltmore Family Office LLC2,157$132 12/31/2019
     CMF2,157$132 12/31/2019
Ameritas Investment Partners Inc.2,047$125 12/31/2019
     CMF2,047$125 12/31/2019
Deutsche Bank AG2,000$122 12/31/2019
     CMF2,000$122 12/31/2019
US Bancorp DE1,969$121 12/31/2019
     CMF1,969$121 12/31/2019
Ellevest Inc.1,689$103 12/31/2019
     CMF1,689$103 12/31/2019
NEXT Financial Group Inc1,220$75 12/31/2019
     CMF1,220$75 12/31/2019
Sowell Financial Services LLC1,000$61 12/31/2019
     CMF1,000$61 12/31/2019
TFG Advisers LLC978$59 12/31/2019
     CMF978$59 12/31/2019
Gradient Investments LLC878$54 12/31/2019
     CMF878$54 12/31/2019
BDO Wealth Advisors LLC860$53 12/31/2019
     CMF860$53 12/31/2019
Private Ocean LLC756$47 12/31/2019
     CMF756$47 12/31/2019
Joseph P. Lucia & Associates LLC400$24 12/31/2019
     CMF400$24 12/31/2019
First Manhattan Co.361$22 12/31/2019
     CMF361$22 12/31/2019
Wealthcare Advisory Partners LLC290$18 12/31/2019
     CMF290$18 12/31/2019
Allworth Financial LP194$12 12/31/2019
     CMF194$12 12/31/2019
Liberty Wealth Management LLC124$8 12/31/2019
     CMF124$8 12/31/2019
Knuff & Co LLC119$7 12/31/2019
     CMF119$7 12/31/2019
Capital Analysts LLC103$6 12/31/2019
     CMF103$6 12/31/2019
Dowling & Yahnke LLC50$3 12/31/2019
     CMF50$3 12/31/2019
Emerald Investment Partners LLC25$2 12/31/2019
     CMF25$2 12/31/2019
Total Clarity Wealth Management Inc.40$2 12/31/2019
     CMF40$2 12/31/2019
Proequities Inc.0$0 12/31/2019
     CMF0$0 12/31/2019
IFP Advisors Inc0$0 12/31/2019
     CMF0$0 12/31/2019

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

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