On this page, we present all of the funds holding CMF from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding CMF, with a link to that fund's top holdings. The next columns indicate the amount of CMF stock held by each of the funds holding CMF, followed by the CMF position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 245 funds holding CMF within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Charles Schwab Investment Advisory Inc.. For more details on the positions held by Charles Schwab Investment Advisory Inc. (or by any of the other funds holding CMF), click the fund name in the "Holder" column of the funds-holding-CMF table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Charles Schwab Investment Advisory Inc. | 9,083,884 | $526,320 | 12/31/2023 |
CMF | 9,083,884 | $526,320 | 12/31/2023 |
FMR LLC | 4,636,696 | $268,650 | 12/31/2023 |
CMF | 4,636,696 | $268,650 | 12/31/2023 |
Morgan Stanley | 1,670,390 | $96,782 | 12/31/2023 |
CMF | 1,670,390 | $96,782 | 12/31/2023 |
EP Wealth Advisors LLC | 1,266,277 | $73,368 | 12/31/2023 |
CMF | 1,266,277 | $73,368 | 12/31/2023 |
Bank of America Corp DE | 1,153,861 | $66,855 | 12/31/2023 |
CMF | 1,153,861 | $66,855 | 12/31/2023 |
Envestnet Asset Management Inc. | 904,007 | $52,378 | 12/31/2023 |
CMF | 904,007 | $52,378 | 12/31/2023 |
UBS Group AG | 893,926 | $51,794 | 12/31/2023 |
CMF | 893,926 | $51,794 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 747,521 | $43,311 | 12/31/2023 |
CMF | 747,521 | $43,311 | 12/31/2023 |
Mariner LLC | 727,484 | $42,150 | 12/31/2023 |
CMF | 727,484 | $42,150 | 12/31/2023 |
LPL Financial LLC | 683,456 | $39,599 | 12/31/2023 |
CMF | 683,456 | $39,599 | 12/31/2023 |
TIAA Trust National Association | 626,613 | $36,306 | 12/31/2023 |
CMF | 626,613 | $36,306 | 12/31/2023 |
Wells Fargo & Company MN | 605,000 | $35,054 | 12/31/2023 |
CMF | 605,000 | $35,054 | 12/31/2023 |
Mercer Global Advisors Inc. ADV | 537,838 | $31,162 | 12/31/2023 |
CMF | 537,838 | $31,162 | 12/31/2023 |
Manhattan West Asset Management LLC | 436,230 | $25,275 | 12/31/2023 |
CMF | 436,230 | $25,275 | 12/31/2023 |
First Foundation Advisors | 414,349 | $24,007 | 12/31/2023 |
CMF | 414,349 | $24,007 | 12/31/2023 |
Raub Brock Capital Management LP | 408,745 | $23,519 | 03/31/2024 |
CMF | 408,745 | $23,519 | 03/31/2024 |
Slow Capital Inc. | 392,661 | $22,594 | 03/31/2024 |
CMF | 392,661 | $22,594 | 03/31/2024 |
Adviser Investments LLC | 332,298 | $19,253 | 12/31/2023 |
CMF | 332,298 | $19,253 | 12/31/2023 |
Orin Green Financial LLC | 330,689 | $19,160 | 12/31/2023 |
CMF | 330,689 | $19,160 | 12/31/2023 |
Royal Bank of Canada | 327,920 | $19,000 | 12/31/2023 |
CMF | 327,920 | $19,000 | 12/31/2023 |
BlackRock Inc. | 295,438 | $17,118 | 12/31/2023 |
CMF | 295,438 | $17,118 | 12/31/2023 |
Alliancebernstein L.P. | 294,943 | $17,089 | 12/31/2023 |
CMF | 294,943 | $17,089 | 12/31/2023 |
Opes Wealth Management LLC | 294,114 | $17,041 | 12/31/2023 |
CMF | 294,114 | $17,041 | 12/31/2023 |
Facet Wealth Inc. | 289,123 | $16,636 | 12/31/2023 |
CMF | 289,123 | $16,636 | 12/31/2023 |
Brio Consultants LLC | 278,516 | $16,137 | 12/31/2023 |
CMF | 278,516 | $16,137 | 12/31/2023 |
Financial Connections Group Inc. | 267,515 | $15,499 | 12/31/2023 |
CMF | 267,515 | $15,499 | 12/31/2023 |
Renaissance Technologies LLC | 252,800 | $14,647 | 12/31/2023 |
CMF | 252,800 | $14,647 | 12/31/2023 |
Ameriprise Financial Inc. | 235,202 | $13,640 | 12/31/2023 |
CMF | 235,202 | $13,640 | 12/31/2023 |
Assetmark Inc. | 232,962 | $13,498 | 12/31/2023 |
CMF | 232,962 | $13,498 | 12/31/2023 |
JPMorgan Chase & Co. | 221,275 | $12,821 | 12/31/2023 |
CMF | 221,275 | $12,821 | 12/31/2023 |
Myecfo LLC | 206,092 | $11,847 | 03/31/2024 |
CMF | 206,092 | $11,847 | 03/31/2024 |
Bank of Montreal Can | 184,782 | $10,712 | 12/31/2023 |
CMF | 184,782 | $10,712 | 12/31/2023 |
Sei Investments Co. | 180,512 | $10,459 | 12/31/2023 |
CMF | 180,512 | $10,459 | 12/31/2023 |
Wealthsource Partners LLC | 178,846 | $10,362 | 12/31/2023 |
CMF | 178,846 | $10,362 | 12/31/2023 |
Pure Financial Advisors Inc. | 175,061 | $10,073 | 03/31/2024 |
CMF | 175,061 | $10,073 | 03/31/2024 |
Creative Planning | 172,581 | $9,999 | 12/31/2023 |
CMF | 172,581 | $9,999 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 166,774 | $9,596 | 03/31/2024 |
CMF | 166,774 | $9,596 | 03/31/2024 |
Miracle Mile Advisors LLC | 157,945 | $9,088 | 03/31/2024 |
CMF | 157,945 | $9,088 | 03/31/2024 |
Bailard Inc. | 145,990 | $8,459 | 12/31/2023 |
CMF | 145,990 | $8,459 | 12/31/2023 |
Cetera Investment Advisers | 141,789 | $8,215 | 12/31/2023 |
CMF | 141,789 | $8,215 | 12/31/2023 |
Kayne Anderson Rudnick Investment Management LLC | 126,513 | $7,321 | 12/31/2023 |
CMF | 126,513 | $7,321 | 12/31/2023 |
Beacon Pointe Advisors LLC | 122,779 | $7,114 | 12/31/2023 |
CMF | 122,779 | $7,114 | 12/31/2023 |
Advisor Group Holdings Inc. | 121,116 | $7,005 | 12/31/2023 |
CMF | 121,116 | $7,005 | 12/31/2023 |
Signature Estate & Investment Advisors LLC | 119,441 | $6,920 | 12/31/2023 |
CMF | 119,441 | $6,920 | 12/31/2023 |
Cerity Partners LLC | 117,688 | $6,819 | 12/31/2023 |
CMF | 117,688 | $6,819 | 12/31/2023 |
RSM US Wealth Management LLC | 116,281 | $6,737 | 12/31/2023 |
CMF | 116,281 | $6,737 | 12/31/2023 |
Betterment LLC | 115,581 | $6,697 | 12/31/2023 |
CMF | 115,581 | $6,697 | 12/31/2023 |
Mission Wealth Management LP | 113,640 | $6,584 | 12/31/2023 |
CMF | 113,640 | $6,584 | 12/31/2023 |
Rinkey Investments | 109,782 | $6,361 | 12/31/2023 |
CMF | 109,782 | $6,361 | 12/31/2023 |
Commonwealth Equity Services LLC | 108,796 | $6,304 | 12/31/2023 |
CMF | 108,796 | $6,304 | 12/31/2023 |
Navalign LLC | 107,904 | $6,209 | 03/31/2024 |
CMF | 107,904 | $6,209 | 03/31/2024 |
Cetera Advisor Networks LLC | 105,926 | $6,137 | 12/31/2023 |
CMF | 105,926 | $6,137 | 12/31/2023 |
Captrust Financial Advisors | 97,631 | $5,657 | 12/31/2023 |
CMF | 97,631 | $5,657 | 12/31/2023 |
Affinity Capital Advisors LLC | 96,107 | $5,530 | 03/31/2024 |
CMF | 96,107 | $5,530 | 03/31/2024 |
Traveka Wealth LLC | 94,177 | $5,419 | 03/31/2024 |
CMF | 94,177 | $5,419 | 03/31/2024 |
Parallel Advisors LLC | 90,684 | $5,254 | 12/31/2023 |
CMF | 90,684 | $5,254 | 12/31/2023 |
Bank of Stockton | 86,435 | $4,973 | 03/31/2024 |
CMF | 86,435 | $4,973 | 03/31/2024 |
Prime Capital Investment Advisors LLC | 85,296 | $4,942 | 12/31/2023 |
CMF | 85,296 | $4,942 | 12/31/2023 |
Dynamic Advisor Solutions LLC | 84,821 | $4,881 | 03/31/2024 |
CMF | 84,821 | $4,881 | 03/31/2024 |
Deutsche Bank AG | 82,670 | $4,790 | 12/31/2023 |
CMF | 82,670 | $4,790 | 12/31/2023 |
Freestone Capital Holdings LLC | 75,571 | $4,379 | 12/31/2023 |
CMF | 75,571 | $4,379 | 12/31/2023 |
Certus Wealth Management LLC | 73,234 | $4,243 | 12/31/2023 |
CMF | 73,234 | $4,243 | 12/31/2023 |
Kestra Advisory Services LLC | 68,496 | $3,969 | 12/31/2023 |
CMF | 68,496 | $3,969 | 12/31/2023 |
Lodestar Private Asset Management LLC | 68,941 | $3,967 | 03/31/2024 |
CMF | 68,941 | $3,967 | 03/31/2024 |
First American Trust FSB | 65,407 | $3,790 | 12/31/2023 |
CMF | 65,407 | $3,790 | 12/31/2023 |
United Capital Financial Advisers LLC | 62,355 | $3,613 | 12/31/2023 |
CMF | 62,355 | $3,613 | 12/31/2023 |
Whittier Trust Co. | 61,819 | $3,581 | 12/31/2023 |
CMF | 61,819 | $3,581 | 12/31/2023 |
Omega Financial Group LLC | 60,997 | $3,510 | 03/31/2024 |
CMF | 60,997 | $3,510 | 03/31/2024 |
Steel Peak Wealth Management LLC | 60,225 | $3,465 | 03/31/2024 |
CMF | 60,225 | $3,465 | 03/31/2024 |
Fairview Capital Investment Management LLC | 59,475 | $3,446 | 12/31/2023 |
CMF | 59,475 | $3,446 | 12/31/2023 |
Envestnet Portfolio Solutions Inc. | 58,123 | $3,368 | 12/31/2023 |
CMF | 58,123 | $3,368 | 12/31/2023 |
Lincoln National Corp | 57,693 | $3,343 | 12/31/2023 |
CMF | 57,693 | $3,343 | 12/31/2023 |
Spinnaker Investment Group LLC | 57,401 | $3,303 | 03/31/2024 |
CMF | 57,401 | $3,303 | 03/31/2024 |
Ehrlich Financial Group | 56,641 | $3,259 | 03/31/2024 |
CMF | 56,641 | $3,259 | 03/31/2024 |
Warren Street Wealth Advisors LLC | 55,478 | $3,214 | 12/31/2023 |
CMF | 55,478 | $3,214 | 12/31/2023 |
Creative Capital Management Investments LLC | 53,570 | $3,082 | 03/31/2024 |
CMF | 53,570 | $3,082 | 03/31/2024 |
Elmwood Wealth Management Inc. | 52,622 | $3,049 | 12/31/2023 |
CMF | 52,622 | $3,049 | 12/31/2023 |
Bell Investment Advisors Inc | 50,846 | $2,946 | 12/31/2023 |
CMF | 50,846 | $2,946 | 12/31/2023 |
Heritage Wealth Management Inc. CA | 46,663 | $2,704 | 12/31/2023 |
CMF | 46,663 | $2,704 | 12/31/2023 |
Evergreen Capital Management LLC | 45,879 | $2,658 | 12/31/2023 |
CMF | 45,879 | $2,658 | 12/31/2023 |
HighTower Advisors LLC | 44,700 | $2,588 | 12/31/2023 |
CMF | 44,700 | $2,588 | 12/31/2023 |
Williams & Novak LLC | 44,500 | $2,578 | 03/31/2024 |
CMF | 44,500 | $2,578 | 03/31/2024 |
DeDora Capital Inc. | 42,414 | $2,441 | 03/31/2024 |
CMF | 42,414 | $2,441 | 03/31/2024 |
Westside Investment Management Inc. | 40,020 | $2,302 | 03/31/2024 |
CMF | 40,020 | $2,302 | 03/31/2024 |
Pacific Capital Wealth Advisors Inc. | 39,082 | $2,264 | 12/31/2023 |
CMF | 39,082 | $2,264 | 12/31/2023 |
Hsbc Holdings PLC | 37,017 | $2,145 | 12/31/2023 |
CMF | 37,017 | $2,145 | 12/31/2023 |
MML Investors Services LLC | 36,901 | $2,138 | 12/31/2023 |
CMF | 36,901 | $2,138 | 12/31/2023 |
RHS Financial LLC | 36,349 | $2,092 | 03/31/2024 |
CMF | 36,349 | $2,092 | 03/31/2024 |
Leisure Capital Management | 32,675 | $1,893 | 12/31/2023 |
CMF | 32,675 | $1,893 | 12/31/2023 |
Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 29,670 | $1,719 | 12/31/2023 |
CMF | 29,670 | $1,719 | 12/31/2023 |
Gould Asset Management LLC CA | 27,175 | $1,575 | 12/31/2023 |
CMF | 27,175 | $1,575 | 12/31/2023 |
Running Point Capital Advisors LLC | 27,054 | $1,568 | 12/31/2023 |
CMF | 27,054 | $1,568 | 12/31/2023 |
Towerpoint Wealth LLC | 27,184 | $1,564 | 03/31/2024 |
CMF | 27,184 | $1,564 | 03/31/2024 |
Safeguard Investment Advisory Group LLC | 26,354 | $1,527 | 12/31/2023 |
CMF | 26,354 | $1,527 | 12/31/2023 |
Stifel Financial Corp | 26,110 | $1,513 | 12/31/2023 |
CMF | 26,110 | $1,513 | 12/31/2023 |
Apella Capital LLC | 25,747 | $1,468 | 03/31/2024 |
CMF | 25,747 | $1,468 | 03/31/2024 |
HCR Wealth Advisors | 24,816 | $1,438 | 12/31/2023 |
CMF | 24,816 | $1,438 | 12/31/2023 |
Boltwood Capital Management | 24,560 | $1,413 | 03/31/2024 |
CMF | 24,560 | $1,413 | 03/31/2024 |
SimpliFi Inc. | 24,239 | $1,395 | 03/31/2024 |
CMF | 24,239 | $1,395 | 03/31/2024 |
Orion Portfolio Solutions LLC | 23,898 | $1,385 | 12/31/2023 |
CMF | 23,898 | $1,385 | 12/31/2023 |
Wedmont Private Capital | 23,978 | $1,367 | 03/31/2024 |
CMF | 23,978 | $1,367 | 03/31/2024 |
McNaughton Wealth Management LLC | 23,235 | $1,337 | 03/31/2024 |
CMF | 23,235 | $1,337 | 03/31/2024 |
US Bancorp DE | 22,751 | $1,318 | 12/31/2023 |
CMF | 22,751 | $1,318 | 12/31/2023 |
Jefferies Financial Group Inc. | 22,545 | $1,306 | 12/31/2023 |
CMF | 22,545 | $1,306 | 12/31/2023 |
Merriman Wealth Management LLC | 21,801 | $1,263 | 12/31/2023 |
CMF | 21,801 | $1,263 | 12/31/2023 |
WealthCollab LLC | 21,486 | $1,245 | 12/31/2023 |
CMF | 21,486 | $1,245 | 12/31/2023 |
Peninsula Wealth LLC | 21,181 | $1,227 | 12/31/2023 |
CMF | 21,181 | $1,227 | 12/31/2023 |
Traverso Chambers Private Wealth Management LLC | 21,079 | $1,221 | 12/31/2023 |
CMF | 21,079 | $1,221 | 12/31/2023 |
Empower Advisory Group LLC | 20,897 | $1,211 | 12/31/2023 |
CMF | 20,897 | $1,211 | 12/31/2023 |
Atomi Financial Group Inc. | 20,756 | $1,203 | 12/31/2023 |
CMF | 20,756 | $1,203 | 12/31/2023 |
Johnson Bixby & Associates LLC | 20,582 | $1,184 | 03/31/2024 |
CMF | 20,582 | $1,184 | 03/31/2024 |
McIlrath & Eck LLC | 20,297 | $1,176 | 12/31/2023 |
CMF | 20,297 | $1,176 | 12/31/2023 |
Private Ocean LLC | 19,909 | $1,146 | 03/31/2024 |
CMF | 19,909 | $1,146 | 03/31/2024 |
Curtis Advisory Group LLC | 19,648 | $1,138 | 12/31/2023 |
CMF | 19,648 | $1,138 | 12/31/2023 |
Tillman Hartley LLC | 18,768 | $1,087 | 12/31/2023 |
CMF | 18,768 | $1,087 | 12/31/2023 |
O Shaughnessy Asset Management LLC | 18,143 | $1,051 | 12/31/2023 |
CMF | 18,143 | $1,051 | 12/31/2023 |
Avantax Advisory Services Inc. | 17,895 | $1,037 | 12/31/2023 |
CMF | 17,895 | $1,037 | 12/31/2023 |
LM Advisors LLC | 17,266 | $1,000 | 12/31/2023 |
CMF | 17,266 | $1,000 | 12/31/2023 |
Eclectic Associates Inc. ADV | 17,350 | $998 | 03/31/2024 |
CMF | 17,350 | $998 | 03/31/2024 |
Buckingham Strategic Wealth LLC | 17,012 | $986 | 12/31/2023 |
CMF | 17,012 | $986 | 12/31/2023 |
Wealthfront Advisers LLC | 17,078 | $983 | 03/31/2024 |
CMF | 17,078 | $983 | 03/31/2024 |
Resources Investment Advisors LLC. | 15,989 | $926 | 12/31/2023 |
CMF | 15,989 | $926 | 12/31/2023 |
One Degree Advisors Inc | 16,107 | $926 | 12/31/2023 |
CMF | 16,107 | $926 | 12/31/2023 |
AE Wealth Management LLC | 15,806 | $908 | 12/31/2023 |
CMF | 15,806 | $908 | 12/31/2023 |
Neumann Capital Management LLC | 15,220 | $882 | 12/31/2023 |
CMF | 15,220 | $882 | 12/31/2023 |
Financial Advocates Investment Management | 14,402 | $834 | 12/31/2023 |
CMF | 14,402 | $834 | 12/31/2023 |
Carl P. Sherr & Co. LLC | 14,229 | $824 | 12/31/2023 |
CMF | 14,229 | $824 | 12/31/2023 |
Valmark Advisers Inc. | 14,119 | $818 | 12/31/2023 |
CMF | 14,119 | $818 | 12/31/2023 |
Journey Strategic Wealth LLC | 13,943 | $808 | 12/31/2023 |
CMF | 13,943 | $808 | 12/31/2023 |
KWB Wealth | 12,935 | $744 | 03/31/2024 |
CMF | 12,935 | $744 | 03/31/2024 |
NewEdge Wealth LLC | 12,800 | $742 | 12/31/2023 |
CMF | 12,800 | $742 | 12/31/2023 |
Ariston Services Group | 12,868 | $740 | 03/31/2024 |
CMF | 12,868 | $740 | 03/31/2024 |
Tenon Financial LLC | 12,798 | $736 | 03/31/2024 |
CMF | 12,798 | $736 | 03/31/2024 |
One Capital Management LLC | 12,600 | $730 | 12/31/2023 |
CMF | 12,600 | $730 | 12/31/2023 |
FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 12,373 | $712 | 03/31/2024 |
CMF | 12,373 | $712 | 03/31/2024 |
Integris Wealth Management LLC | 12,242 | $709 | 12/31/2023 |
CMF | 12,242 | $709 | 12/31/2023 |
Honkamp Krueger Financial Services Inc. | 12,196 | $707 | 12/31/2023 |
CMF | 12,196 | $707 | 12/31/2023 |
Fisher Asset Management LLC | 12,101 | $701 | 12/31/2023 |
CMF | 12,101 | $701 | 12/31/2023 |
GWM Advisors LLC | 11,777 | $676 | 12/31/2023 |
CMF | 11,777 | $676 | 12/31/2023 |
Investment Advisory Group LLC | 11,400 | $661 | 12/31/2023 |
CMF | 11,400 | $661 | 12/31/2023 |
Jane Street Group LLC | 11,015 | $638 | 12/31/2023 |
CMF | 11,015 | $638 | 12/31/2023 |
Change Path LLC | 10,924 | $633 | 12/31/2023 |
CMF | 10,924 | $633 | 12/31/2023 |
Topel & Distasi Wealth Management LLC | 10,910 | $632 | 12/31/2023 |
CMF | 10,910 | $632 | 12/31/2023 |
VERITY Wealth Advisors | 10,915 | $628 | 03/31/2024 |
CMF | 10,915 | $628 | 03/31/2024 |
Hamilton Wealth LLC | 10,742 | $622 | 12/31/2023 |
CMF | 10,742 | $622 | 12/31/2023 |
Bristlecone Advisors LLC | 10,710 | $616 | 03/31/2024 |
CMF | 10,710 | $616 | 03/31/2024 |
Motley Fool Wealth Management LLC | 10,513 | $609 | 12/31/2023 |
CMF | 10,513 | $609 | 12/31/2023 |
Mattern Capital Management LLC | 10,362 | $600 | 12/31/2023 |
CMF | 10,362 | $600 | 12/31/2023 |
Wealthcare Advisory Partners LLC | 10,302 | $593 | 03/31/2024 |
CMF | 10,302 | $593 | 03/31/2024 |
True Link Financial Advisors LLC | 10,300 | $593 | 03/31/2024 |
CMF | 10,300 | $593 | 03/31/2024 |
Wealth Enhancement Advisory Services LLC | 9,767 | $562 | 03/31/2024 |
CMF | 9,767 | $562 | 03/31/2024 |
Stonehage Fleming Financial Services Holdings Ltd | 9,473 | $549 | 12/31/2023 |
CMF | 9,473 | $549 | 12/31/2023 |
Goldman Sachs Group Inc. | 9,411 | $545 | 12/31/2023 |
CMF | 9,411 | $545 | 12/31/2023 |
Three Bridge Wealth Advisors LLC | 9,307 | $539 | 12/31/2023 |
CMF | 9,307 | $539 | 12/31/2023 |
Brighton Jones LLC | 9,091 | $527 | 12/31/2023 |
CMF | 9,091 | $527 | 12/31/2023 |
Comerica Bank | 8,796 | $510 | 12/31/2023 |
CMF | 8,796 | $510 | 12/31/2023 |
Vista Wealth Management Group LLC | 8,572 | $497 | 12/31/2023 |
CMF | 8,572 | $497 | 12/31/2023 |
Coldstream Capital Management Inc. | 8,300 | $481 | 12/31/2023 |
CMF | 8,300 | $481 | 12/31/2023 |
Ieq Capital LLC | 7,973 | $462 | 12/31/2023 |
CMF | 7,973 | $462 | 12/31/2023 |
Waypoint Wealth Partners Inc. | 8,000 | $460 | 03/31/2024 |
CMF | 8,000 | $460 | 03/31/2024 |
Ndwm LLC | 7,438 | $428 | 03/31/2024 |
CMF | 7,438 | $428 | 03/31/2024 |
ShankerValleau Wealth Advisors Inc. | 7,335 | $422 | 03/31/2024 |
CMF | 7,335 | $422 | 03/31/2024 |
Cambridge Investment Research Advisors Inc. | 7,297 | $420 | 03/31/2024 |
CMF | 7,297 | $420 | 03/31/2024 |
Kingsview Wealth Management LLC | 7,105 | $412 | 12/31/2023 |
CMF | 7,105 | $412 | 12/31/2023 |
Clifford Swan Investment Counsel LLC | 7,010 | $403 | 03/31/2024 |
CMF | 7,010 | $403 | 03/31/2024 |
Aspen Investment Management Inc | 6,962 | $401 | 03/31/2024 |
CMF | 6,962 | $401 | 03/31/2024 |
Eagle Ridge Investment Management | 6,711 | $386 | 03/31/2024 |
CMF | 6,711 | $386 | 03/31/2024 |
Cherry Tree Wealth Management LLC | 6,669 | $386 | 12/31/2023 |
CMF | 6,669 | $386 | 12/31/2023 |
Maxwell Wealth Strategies Inc. | 6,599 | $382 | 12/31/2023 |
CMF | 6,599 | $382 | 12/31/2023 |
Life Planning Partners Inc | 6,561 | $380 | 12/31/2023 |
CMF | 6,561 | $380 | 12/31/2023 |
Wedbush Securities Inc. | 6,528 | $378 | 12/31/2023 |
CMF | 6,528 | $378 | 12/31/2023 |
Northeast Financial Group Inc. | 6,509 | $375 | 03/31/2024 |
CMF | 6,509 | $375 | 03/31/2024 |
Taylor Cottrill Erickson & Associates Inc. | 6,350 | $368 | 12/31/2023 |
CMF | 6,350 | $368 | 12/31/2023 |
Lido Advisors LLC | 6,293 | $365 | 12/31/2023 |
CMF | 6,293 | $365 | 12/31/2023 |
Falcon Wealth Planning | 6,153 | $354 | 03/31/2024 |
CMF | 6,153 | $354 | 03/31/2024 |
Van Strum & Towne Inc. | 6,100 | $353 | 12/31/2023 |
CMF | 6,100 | $353 | 12/31/2023 |
Shira Ridge Wealth Management | 6,018 | $346 | 03/31/2024 |
CMF | 6,018 | $346 | 03/31/2024 |
First National Bank Sioux Falls | 6,000 | $345 | 03/31/2024 |
CMF | 6,000 | $345 | 03/31/2024 |
Prosperitas Financial LLC | 6,264 | $340 | 12/31/2023 |
CMF | 6,264 | $340 | 12/31/2023 |
Client First Capital LLC | 5,871 | $338 | 03/31/2024 |
CMF | 5,871 | $338 | 03/31/2024 |
Private Trust Co. NA | 5,740 | $330 | 03/31/2024 |
CMF | 5,740 | $330 | 03/31/2024 |
KM Capital Management Ltd. | 5,597 | $324 | 12/31/2023 |
CMF | 5,597 | $324 | 12/31/2023 |
Citadel Advisors LLC | 5,569 | $323 | 12/31/2023 |
CMF | 5,569 | $323 | 12/31/2023 |
Atlas Capital Advisors LLC | 5,599 | $322 | 03/31/2024 |
CMF | 5,599 | $322 | 03/31/2024 |
Davidson Investment Advisors | 5,562 | $322 | 12/31/2023 |
CMF | 5,562 | $322 | 12/31/2023 |
Oppenheimer & Co. Inc. | 5,520 | $320 | 12/31/2023 |
CMF | 5,520 | $320 | 12/31/2023 |
Allworth Financial LP | 5,525 | $318 | 03/31/2024 |
CMF | 5,525 | $318 | 03/31/2024 |
Qube Research & Technologies Ltd | 5,412 | $314 | 12/31/2023 |
CMF | 5,412 | $314 | 12/31/2023 |
SOL Capital Management CO | 5,300 | $305 | 03/31/2024 |
CMF | 5,300 | $305 | 03/31/2024 |
Integrated Wealth Concepts LLC | 5,254 | $304 | 12/31/2023 |
CMF | 5,254 | $304 | 12/31/2023 |
Destination Wealth Management | 5,193 | $301 | 12/31/2023 |
CMF | 5,193 | $301 | 12/31/2023 |
Atria Wealth Solutions Inc. | 5,190 | $301 | 12/31/2023 |
CMF | 5,190 | $301 | 12/31/2023 |
Shared Vision Wealth Group LLC | 5,153 | $299 | 12/31/2023 |
CMF | 5,153 | $299 | 12/31/2023 |
Chesley Taft & Associates LLC | 5,100 | $293 | 03/31/2024 |
CMF | 5,100 | $293 | 03/31/2024 |
PFG Advisors | 4,840 | $280 | 12/31/2023 |
CMF | 4,840 | $280 | 12/31/2023 |
Stratos Wealth Partners LTD. | 4,748 | $273 | 03/31/2024 |
CMF | 4,748 | $273 | 03/31/2024 |
Citigroup Inc. | 4,600 | $267 | 12/31/2023 |
CMF | 4,600 | $267 | 12/31/2023 |
Equitable Holdings Inc. | 4,597 | $266 | 12/31/2023 |
CMF | 4,597 | $266 | 12/31/2023 |
SageView Advisory Group LLC | 4,527 | $261 | 12/31/2023 |
CMF | 4,527 | $261 | 12/31/2023 |
FCA Corp TX | 4,480 | $260 | 12/31/2023 |
CMF | 4,480 | $260 | 12/31/2023 |
Calton & Associates Inc. | 4,463 | $257 | 03/31/2024 |
CMF | 4,463 | $257 | 03/31/2024 |
National Asset Management Inc. | 4,379 | $254 | 12/31/2023 |
CMF | 4,379 | $254 | 12/31/2023 |
Weaver Consulting Group | 4,387 | $252 | 03/31/2024 |
CMF | 4,387 | $252 | 03/31/2024 |
Paragon Capital Management Ltd | 4,327 | $249 | 03/31/2024 |
CMF | 4,327 | $249 | 03/31/2024 |
Exencial Wealth Advisors LLC | 4,292 | $249 | 12/31/2023 |
CMF | 4,292 | $249 | 12/31/2023 |
Vantage Financial Partners Ltd. Inc. | 4,300 | $249 | 12/31/2023 |
CMF | 4,300 | $249 | 12/31/2023 |
Southland Equity Partners LLC | 4,318 | $248 | 03/31/2024 |
CMF | 4,318 | $248 | 03/31/2024 |
Apollon Wealth Management LLC | 4,220 | $245 | 12/31/2023 |
CMF | 4,220 | $245 | 12/31/2023 |
Perennial Investment Advisors LLC | 4,202 | $243 | 12/31/2023 |
CMF | 4,202 | $243 | 12/31/2023 |
Financial Advisors Network Inc. | 4,156 | $241 | 12/31/2023 |
CMF | 4,156 | $241 | 12/31/2023 |
STA Wealth Management LLC | 4,100 | $238 | 12/31/2023 |
CMF | 4,100 | $238 | 12/31/2023 |
Silver Coast Investments LLC | 4,087 | $237 | 12/31/2023 |
CMF | 4,087 | $237 | 12/31/2023 |
Morton Capital Management LLC CA | 4,106 | $236 | 03/31/2024 |
CMF | 4,106 | $236 | 03/31/2024 |
Bradley & Co. Private Wealth Management LLC | 3,987 | $231 | 12/31/2023 |
CMF | 3,987 | $231 | 12/31/2023 |
JustInvest LLC | 3,914 | $227 | 12/31/2023 |
CMF | 3,914 | $227 | 12/31/2023 |
Brown Advisory Inc. | 3,857 | $222 | 03/31/2024 |
CMF | 3,857 | $222 | 03/31/2024 |
Baker Avenue Asset Management LP | 3,682 | $213 | 12/31/2023 |
CMF | 3,682 | $213 | 12/31/2023 |
Cassady Schiller Wealth Management LLC | 3,680 | $213 | 12/31/2023 |
CMF | 3,680 | $213 | 12/31/2023 |
HB Wealth Management LLC | 3,615 | $209 | 12/31/2023 |
CMF | 3,615 | $209 | 12/31/2023 |
Signature Resources Capital Management LLC | 3,517 | $204 | 03/31/2024 |
CMF | 3,517 | $204 | 03/31/2024 |
Welch & Forbes LLC | 3,479 | $202 | 12/31/2023 |
CMF | 3,479 | $202 | 12/31/2023 |
Massmutual Trust Co. FSB ADV | 3,479 | $200 | 03/31/2024 |
CMF | 3,479 | $200 | 03/31/2024 |
Spire Wealth Management | 3,026 | $174 | 03/31/2024 |
CMF | 3,026 | $174 | 03/31/2024 |
Cardiff Park Advisors LLC | 2,893 | $168 | 12/31/2023 |
CMF | 2,893 | $168 | 12/31/2023 |
The PNC Financial Services Group Inc. | 2,856 | $165 | 12/31/2023 |
CMF | 2,856 | $165 | 12/31/2023 |
Main Management LLC | 2,393 | $139 | 12/31/2023 |
CMF | 2,393 | $139 | 12/31/2023 |
Global Retirement Partners LLC | 2,142 | $123 | 03/31/2024 |
CMF | 2,142 | $123 | 03/31/2024 |
Tidemark LLC | 1,800 | $104 | 12/31/2023 |
CMF | 1,800 | $104 | 12/31/2023 |
CWM LLC | 1,659 | $95 | 03/31/2024 |
CMF | 1,659 | $95 | 03/31/2024 |
IFP Advisors Inc | 1,621 | $94 | 12/31/2023 |
CMF | 1,621 | $94 | 12/31/2023 |
AdvisorNet Financial Inc | 1,250 | $72 | 03/31/2024 |
CMF | 1,250 | $72 | 03/31/2024 |
ST Germain D J Co. Inc. | 1,200 | $69 | 03/31/2024 |
CMF | 1,200 | $69 | 03/31/2024 |
Ameritas Investment Partners Inc. | 1,147 | $66 | 12/31/2023 |
CMF | 1,147 | $66 | 12/31/2023 |
Steward Partners Investment Advisory LLC | 984 | $57 | 12/31/2023 |
CMF | 984 | $57 | 12/31/2023 |
Founders Financial Alliance LLC | 992 | $57 | 12/31/2023 |
CMF | 992 | $57 | 12/31/2023 |
GAMMA Investing LLC | 790 | $45 | 03/31/2024 |
CMF | 790 | $45 | 03/31/2024 |
WealthShield Partners LLC | 600 | $35 | 12/31/2023 |
CMF | 600 | $35 | 12/31/2023 |
BNP Paribas Arbitrage SA | 378 | $22 | 12/31/2023 |
CMF | 378 | $22 | 12/31/2023 |
First Manhattan Co. | 361 | $21 | 12/31/2023 |
CMF | 361 | $21 | 12/31/2023 |
Capital Analysts LLC | 111 | $6 | 12/31/2023 |
CMF | 111 | $6 | 12/31/2023 |
Harbour Investments Inc. | 61 | $4 | 12/31/2023 |
CMF | 61 | $4 | 12/31/2023 |
Team Financial Group LLC | 56 | $3 | 12/31/2023 |
CMF | 56 | $3 | 12/31/2023 |
Smartleaf Asset Management LLC | 15 | $1 | 12/31/2023 |
CMF | 15 | $1 | 12/31/2023 |
Proequities Inc. | 0 | $0 | 12/31/2023 |
CMF | 0 | $0 | 12/31/2023 |
Silicon Valley Capital Partners | 5 | $0 | 12/31/2023 |
CMF | 5 | $0 | 12/31/2023 |
Wolverine Trading LLC | 4,300 | $-249 | 12/31/2023 |
Put | 4,300 | $249 | 12/31/2023 |
See Summary: Institutional Holders of CMF
See Details: Top 10 Hedge Funds Holding CMF
Also See: CMF Holdings Changes
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