HoldingsChannel.com
Funds Holding CMF
HolderAmountPosition Size
($ in 1000's)
 As of
Charles Schwab Investment Advisory Inc.1,763,492$106,727 03/31/2020
     CMF1,763,492$106,727 03/31/2020
Morgan Stanley1,583,180$95,814 03/31/2020
     CMF1,583,180$95,814 03/31/2020
Bank of America Corp DE1,207,021$73,049 03/31/2020
     CMF1,207,021$73,049 03/31/2020
Mission Wealth Management LP857,838$53,323 06/30/2020
     CMF857,838$53,323 06/30/2020
Miracle Mile Advisors LLC507,841$31,567 06/30/2020
     CMF507,841$31,567 06/30/2020
Bailard Inc.374,471$23,277 06/30/2020
     CMF374,471$23,277 06/30/2020
NewFocus Financial Group LLC319,657$19,870 06/30/2020
     CMF319,657$19,870 06/30/2020
Qube Research & Technologies Ltd311,696$18,864 03/31/2020
     CMF311,696$18,864 03/31/2020
LPL Financial LLC256,443$15,520 03/31/2020
     CMF256,443$15,520 03/31/2020
FMR LLC250,050$15,133 03/31/2020
     CMF250,050$15,133 03/31/2020
Goldman Sachs Group Inc.221,603$13,775 06/30/2020
     CMF221,603$13,775 06/30/2020
UBS Group AG194,334$12,080 06/30/2020
     CMF194,334$12,080 06/30/2020
Wells Fargo & Company MN193,297$11,698 03/31/2020
     CMF193,297$11,698 03/31/2020
Ameriprise Financial Inc.179,968$10,959 03/31/2020
     CMF179,968$10,959 03/31/2020
Pure Financial Advisors Inc.169,284$10,523 06/30/2020
     CMF169,284$10,523 06/30/2020
Epstein & White Financial LLC148,922$9,259 06/30/2020
     CMF148,922$9,259 06/30/2020
Parkside Advisors LLC142,859$8,880 06/30/2020
     CMF142,859$8,880 06/30/2020
Royal Bank of Canada140,196$8,485 03/31/2020
     CMF140,196$8,485 03/31/2020
Envestnet Asset Management Inc.128,605$7,994 06/30/2020
     CMF128,605$7,994 06/30/2020
First Foundation Advisors123,856$7,496 03/31/2020
     CMF123,856$7,496 03/31/2020
Blue Zone Wealth Advisors LLC106,392$6,613 06/30/2020
     CMF106,392$6,613 06/30/2020
Kayne Anderson Rudnick Investment Management LLC108,747$6,595 03/31/2020
     CMF108,747$6,595 03/31/2020
Towerpoint Wealth LLC105,120$6,534 06/30/2020
     CMF105,120$6,534 06/30/2020
AdvicePeriod LLC100,613$6,254 06/30/2020
     CMF100,613$6,254 06/30/2020
Citadel Advisors LLC102,515$6,204 03/31/2020
     CMF102,515$6,204 03/31/2020
Principal Financial Group Inc.99,731$6,199 06/30/2020
     CMF99,731$6,199 06/30/2020
FormulaFolio Investments LLC102,037$6,175 03/31/2020
     CMF102,037$6,175 03/31/2020
Slow Capital Inc.98,915$6,149 06/30/2020
     CMF98,915$6,149 06/30/2020
Commonwealth Equity Services LLC98,009$6,092 06/30/2020
     CMF98,009$6,092 06/30/2020
Pacific Capital Wealth Advisors Inc.71,698$4,457 06/30/2020
     CMF71,698$4,457 06/30/2020
Portfolio Solutions LLC63,672$3,853 03/31/2020
     CMF63,672$3,853 03/31/2020
Karp Capital Management Corp60,242$3,745 06/30/2020
     CMF60,242$3,745 06/30/2020
Strategic Wealth Advisors Group LLC58,819$3,648 06/30/2020
     CMF58,819$3,648 06/30/2020
Boltwood Capital Management57,864$3,597 06/30/2020
     CMF57,864$3,597 06/30/2020
Betterment LLC56,147$3,490 06/30/2020
     CMF56,147$3,490 06/30/2020
Parallel Advisors LLC52,464$3,261 06/30/2020
     CMF52,464$3,261 06/30/2020
Omega Financial Group LLC49,085$3,051 06/30/2020
     CMF49,085$3,051 06/30/2020
Lincoln National Corp48,285$3,001 06/30/2020
     CMF48,285$3,001 06/30/2020
Parcion Private Wealth LLC44,796$2,780 06/30/2020
     CMF44,796$2,780 06/30/2020
Steel Peak Wealth Management LLC42,170$2,621 06/30/2020
     CMF42,170$2,621 06/30/2020
Wealthsource Partners LLC43,011$2,603 03/31/2020
     CMF43,011$2,603 03/31/2020
Citigroup Inc.41,339$2,570 06/30/2020
     CMF41,339$2,570 06/30/2020
EP Wealth Advisors LLC37,877$2,292 03/31/2020
     CMF37,877$2,292 03/31/2020
One Capital Management LLC37,435$2,266 03/31/2020
     CMF37,435$2,266 03/31/2020
MML Investors Services LLC34,830$2,108 03/31/2020
     CMF34,830$2,108 03/31/2020
Cambridge Investment Research Advisors Inc.30,711$1,909 06/30/2020
     CMF30,711$1,909 06/30/2020
Cetera Advisor Networks LLC30,934$1,872 03/31/2020
     CMF30,934$1,872 03/31/2020
Advisor Group Holdings Inc.121,293$1,776 03/31/2020
     CMF121,293$1,776 03/31/2020
London & Capital Asset Management Ltd27,585$1,669 03/31/2020
     CMF27,585$1,669 03/31/2020
Garde Capital Inc.27,130$1,642 03/31/2020
     CMF27,130$1,642 03/31/2020
Fairview Capital Investment Management LLC26,225$1,587 03/31/2020
     CMF26,225$1,587 03/31/2020
Evanson Asset Management LLC25,229$1,568 06/30/2020
     CMF25,229$1,568 06/30/2020
Opes Wealth Management LLC24,884$1,547 06/30/2020
     CMF24,884$1,547 06/30/2020
CLS Investments LLC24,003$1,492 06/30/2020
     CMF24,003$1,492 06/30/2020
Whittier Trust Co.22,574$1,403 06/30/2020
     CMF22,574$1,403 06/30/2020
ELM Advisors LLC21,845$1,358 06/30/2020
     CMF21,845$1,358 06/30/2020
Covington Capital Management21,581$1,306 03/31/2020
     CMF21,581$1,306 03/31/2020
HCR Wealth Advisors20,426$1,267 06/30/2020
     CMF20,426$1,267 06/30/2020
Traverso Chambers Private Wealth Management LLC20,148$1,252 06/30/2020
     CMF20,148$1,252 06/30/2020
Summit Wealth & Retirement Planning Inc.20,085$1,248 06/30/2020
     CMF20,085$1,248 06/30/2020
Columbia Trust Co 0101201620,000$1,242 06/30/2020
     CMF20,000$1,242 06/30/2020
VERITY Wealth Advisors18,787$1,168 06/30/2020
     CMF18,787$1,168 06/30/2020
Bank of The West18,584$1,155 06/30/2020
     CMF18,584$1,155 06/30/2020
United Capital Financial Advisers LLC18,675$1,130 03/31/2020
     CMF18,675$1,130 03/31/2020
JPMorgan Chase & Co.17,176$1,068 06/30/2020
     CMF17,176$1,068 06/30/2020
HighTower Advisors LLC16,762$1,045 06/30/2020
     CMF16,762$1,045 06/30/2020
Stifel Financial Corp16,950$1,025 03/31/2020
     CMF16,950$1,025 03/31/2020
AJ Wealth Strategies LLC16,351$990 03/31/2020
     CMF16,351$990 03/31/2020
Renaissance Technologies LLC15,400$932 03/31/2020
     CMF15,400$932 03/31/2020
Capital One Financial Corp14,435$897 06/30/2020
     CMF14,435$897 06/30/2020
Personal Capital Advisors Corp13,880$863 06/30/2020
     CMF13,880$863 06/30/2020
Kingsview Wealth Management LLC14,109$854 03/31/2020
     CMF14,109$854 03/31/2020
Fisher Asset Management LLC13,124$816 06/30/2020
     CMF13,124$816 06/30/2020
RHS Financial LLC12,883$801 06/30/2020
     CMF12,883$801 06/30/2020
Dynamic Advisor Solutions LLC12,848$799 06/30/2020
     CMF12,848$799 06/30/2020
McNaughton Wealth Management LLC12,641$786 06/30/2020
     CMF12,641$786 06/30/2020
B. Riley Wealth Management Inc.12,696$768 03/31/2020
     CMF12,696$768 03/31/2020
Assetmark Inc.11,880$738 06/30/2020
     CMF11,880$738 06/30/2020
Winfield Associates Inc.11,050$669 03/31/2020
     CMF11,050$669 03/31/2020
Apella Capital LLC10,574$657 06/30/2020
     CMF10,574$657 06/30/2020
Weaver Consulting Group10,516$654 06/30/2020
     CMF10,516$654 06/30/2020
Susquehanna International Group LLP10,814$654 03/31/2020
     CMF10,814$654 03/31/2020
Partnervest Advisory Services LLC10,262$638 06/30/2020
     CMF10,262$638 06/30/2020
First Allied Advisory Services Inc.10,416$630 03/31/2020
     CMF10,416$630 03/31/2020
FCA Corp TX9,646$584 03/31/2020
     CMF9,646$584 03/31/2020
Avantax Advisory Services Inc.9,356$582 06/30/2020
     CMF9,356$582 06/30/2020
Litman Gregory Asset Management LLC9,329$580 06/30/2020
     CMF9,329$580 06/30/2020
Mercer Global Advisors Inc. ADV9,114$567 06/30/2020
     CMF9,114$567 06/30/2020
Empirical Financial Services LLC d.b.a. Empirical Wealth Management9,005$560 06/30/2020
     CMF9,005$560 06/30/2020
Perkins Coie Trust Co9,000$559 06/30/2020
     CMF9,000$559 06/30/2020
Bristlecone Advisors LLC8,865$551 06/30/2020
     CMF8,865$551 06/30/2020
Wedbush Securities Inc.8,703$541 06/30/2020
     CMF8,703$541 06/30/2020
Emery Howard Portfolio Management Inc.8,658$538 06/30/2020
     CMF8,658$538 06/30/2020
M&T Bank Corp8,000$497 06/30/2020
     CMF8,000$497 06/30/2020
MUFG Americas Holdings Corp181,071$495 06/30/2020
     CMF181,071$495 06/30/2020
Raymond James Financial Services Advisors Inc.7,952$494 06/30/2020
     CMF7,952$494 06/30/2020
Captrust Financial Advisors8,305$493 03/31/2020
     CMF8,305$493 03/31/2020
Carl P. Sherr & Co. LLC7,786$484 06/30/2020
     CMF7,786$484 06/30/2020
Atlas Capital Advisors LLC7,501$466 06/30/2020
     CMF7,501$466 06/30/2020
Curtis Advisory Group LLC7,479$465 06/30/2020
     CMF7,479$465 06/30/2020
Integrated Wealth Concepts LLC7,404$460 06/30/2020
     CMF7,404$460 06/30/2020
Perennial Investment Advisors LLC7,232$450 06/30/2020
     CMF7,232$450 06/30/2020
Shufro Rose & Co. LLC7,216$449 06/30/2020
     CMF7,216$449 06/30/2020
Reilly Financial Advisors LLC7,187$447 06/30/2020
     CMF7,187$447 06/30/2020
Brighton Jones LLC6,860$426 06/30/2020
     CMF6,860$426 06/30/2020
IPG Investment Advisors LLC6,855$415 03/31/2020
     CMF6,855$415 03/31/2020
Affinity Capital Advisors LLC6,579$409 06/30/2020
     CMF6,579$409 06/30/2020
Titus Wealth Management6,584$398 03/31/2020
     CMF6,584$398 03/31/2020
Mid Atlantic Financial Management Inc. ADV5,981$372 06/30/2020
     CMF5,981$372 06/30/2020
Caprin Asset Management LLC ADV5,882$356 03/31/2020
     CMF5,882$356 03/31/2020
Laurel Wealth Advisors Inc.5,827$353 03/31/2020
     CMF5,827$353 03/31/2020
AlphaCore Capital LLC5,805$351 03/31/2020
     CMF5,805$351 03/31/2020
Bank of New York Mellon Corp5,555$345 06/30/2020
     CMF5,555$345 06/30/2020
Orion Portfolio Solutions LLC5,642$341 03/31/2020
     CMF5,642$341 03/31/2020
Nwam LLC5,344$332 06/30/2020
     CMF5,344$332 06/30/2020
Eagle Ridge Investment Management5,284$328 06/30/2020
     CMF5,284$328 06/30/2020
BlackRock Inc.5,320$322 03/31/2020
     CMF5,320$322 03/31/2020
HBW Advisory Services LLC4,710$293 06/30/2020
     CMF4,710$293 06/30/2020
Destination Wealth Management4,835$293 03/31/2020
     CMF4,835$293 03/31/2020
Mattern Capital Management LLC4,688$291 06/30/2020
     CMF4,688$291 06/30/2020
Sonata Capital Group Inc.4,631$288 06/30/2020
     CMF4,631$288 06/30/2020
Prio Wealth Limited Partnership4,600$286 06/30/2020
     CMF4,600$286 06/30/2020
One Wealth Advisors LLC4,712$285 03/31/2020
     CMF4,712$285 03/31/2020
Calton & Associates Inc.4,568$284 06/30/2020
     CMF4,568$284 06/30/2020
Financial Advocates Investment Management4,639$281 03/31/2020
     CMF4,639$281 03/31/2020
Alliancebernstein L.P.4,429$275 06/30/2020
     CMF4,429$275 06/30/2020
EPG Wealth Management LLC4,133$257 06/30/2020
     CMF4,133$257 06/30/2020
D.A. Davidson & CO.4,123$256 06/30/2020
     CMF4,123$256 06/30/2020
Meritage Portfolio Management3,955$246 06/30/2020
     CMF3,955$246 06/30/2020
Mission Creek Capital Partners Inc.4,000$242 03/31/2020
     CMF4,000$242 03/31/2020
JustInvest LLC3,838$239 06/30/2020
     CMF3,838$239 06/30/2020
Arete Wealth Advisors LLC3,766$234 06/30/2020
     CMF3,766$234 06/30/2020
Mount Yale Investment Advisors LLC3,766$234 06/30/2020
     CMF3,766$234 06/30/2020
20 20 Capital Management Inc.3,656$231 06/30/2020
     CMF3,656$231 06/30/2020
Papp L Roy & Associates3,700$230 06/30/2020
     CMF3,700$230 06/30/2020
Wealthcare Advisory Partners LLC3,571$222 06/30/2020
     CMF3,571$222 06/30/2020
Cornerstone Advisors Inc.3,561$221 06/30/2020
     CMF3,561$221 06/30/2020
Crestwood Advisors Group LLC3,600$218 03/31/2020
     CMF3,600$218 03/31/2020
Gemmer Asset Management LLC3,490$217 06/30/2020
     CMF3,490$217 06/30/2020
Raymond James & Associates3,343$208 06/30/2020
     CMF3,343$208 06/30/2020
Park Avenue Securities LLC3,310$206 06/30/2020
     CMF3,310$206 06/30/2020
Corient Capital Partners LLC3,381$205 03/31/2020
     CMF3,381$205 03/31/2020
Quantum Capital Management3,289$204 06/30/2020
     CMF3,289$204 06/30/2020
Atwater Malick LLC3,272$203 06/30/2020
     CMF3,272$203 06/30/2020
Main Management LLC3,012$182 03/31/2020
     CMF3,012$182 03/31/2020
Enterprise Financial Services Corp2,800$174 06/30/2020
     CMF2,800$174 06/30/2020
Westside Investment Management Inc.2,628$163 06/30/2020
     CMF2,628$163 06/30/2020
Ameritas Investment Partners Inc.2,259$140 06/30/2020
     CMF2,259$140 06/30/2020
Global Retirement Partners LLC2,198$137 06/30/2020
     CMF2,198$137 06/30/2020
US Bancorp DE2,012$125 06/30/2020
     CMF2,012$125 06/30/2020
Biltmore Family Office LLC1,957$122 06/30/2020
     CMF1,957$122 06/30/2020
Whittier Trust Co. of Nevada Inc.1,266$79 06/30/2020
     CMF1,266$79 06/30/2020
Ellevest Inc.1,200$75 06/30/2020
     CMF1,200$75 06/30/2020
Verus Capital Partners LLC1,045$63 03/31/2020
     CMF1,045$63 03/31/2020
Sowell Financial Services LLC1,000$61 03/31/2020
     CMF1,000$61 03/31/2020
Ameritas Investment Company LLC905$54 03/31/2020
     CMF905$54 03/31/2020
BDO Wealth Advisors LLC860$52 03/31/2020
     CMF860$52 03/31/2020
Private Ocean LLC762$47 06/30/2020
     CMF762$47 06/30/2020
Deutsche Bank AG550$33 03/31/2020
     CMF550$33 03/31/2020
Claraphi Advisory Network LLC524$32 03/31/2020
     CMF524$32 03/31/2020
Elmwood Wealth Management Inc.504$29 03/31/2020
     CMF504$29 03/31/2020
Evoke Wealth LLC452$28 06/30/2020
     CMF452$28 06/30/2020
Gradient Investments LLC438$27 06/30/2020
     CMF438$27 06/30/2020
Capital Analysts LLC415$26 06/30/2020
     CMF415$26 06/30/2020
Joseph P. Lucia & Associates LLC400$25 06/30/2020
     CMF400$25 06/30/2020
First Manhattan Co.361$21 03/31/2020
     CMF361$21 03/31/2020
Knuff & Co LLC250$16 06/30/2020
     CMF250$16 06/30/2020
Allworth Financial LP194$12 06/30/2020
     CMF194$12 06/30/2020
Emerald Investment Partners LLC60$4 03/31/2020
     CMF60$4 03/31/2020
IFP Advisors Inc0$0 06/30/2020
     CMF0$0 06/30/2020
Proequities Inc.0$0 03/31/2020
     CMF0$0 03/31/2020

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

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