HoldingsChannel.com
Funds Holding CZA
HolderAmountPosition Size
($ in 1000's)
 As of
Wells Fargo & Company MN164,636$8,719 03/31/2020
     CZA164,636$8,719 03/31/2020
UBS Group AG149,892$7,939 03/31/2020
     CZA149,892$7,939 03/31/2020
Commonwealth Equity Services LLC149,268$7,905 03/31/2020
     CZA149,268$7,905 03/31/2020
LPL Financial LLC145,915$7,728 03/31/2020
     CZA145,915$7,728 03/31/2020
Morgan Stanley140,931$7,464 03/31/2020
     CZA140,931$7,464 03/31/2020
Raymond James & Associates85,645$4,536 03/31/2020
     CZA85,645$4,536 03/31/2020
Envestnet Asset Management Inc.82,812$4,386 03/31/2020
     CZA82,812$4,386 03/31/2020
Bank of America Corp DE48,661$2,577 03/31/2020
     CZA48,661$2,577 03/31/2020
Domani Wealth LLC44,053$2,333 03/31/2020
     CZA44,053$2,333 03/31/2020
Raymond James Financial Services Advisors Inc.38,282$2,027 03/31/2020
     CZA38,282$2,027 03/31/2020
Well Done LLC37,271$1,974 03/31/2020
     CZA37,271$1,974 03/31/2020
Cambridge Investment Research Advisors Inc.36,967$1,958 03/31/2020
     CZA36,967$1,958 03/31/2020
Advisor Group Holdings Inc.33,982$1,798 03/31/2020
     CZA33,982$1,798 03/31/2020
Royal Bank of Canada33,014$1,749 03/31/2020
     CZA33,014$1,749 03/31/2020
EP Wealth Advisors LLC31,496$1,668 03/31/2020
     CZA31,496$1,668 03/31/2020
Stifel Financial Corp29,020$1,537 03/31/2020
     CZA29,020$1,537 03/31/2020
IMC Chicago LLC28,955$1,534 03/31/2020
     CZA28,955$1,534 03/31/2020
Pacific Sun Financial Corp25,374$1,344 03/31/2020
     CZA25,374$1,344 03/31/2020
Ladenburg Thalmann Financial Services Inc.15,591$1,200 12/31/2019
     CZA15,591$1,200 12/31/2019
Susquehanna International Group LLP20,473$1,084 03/31/2020
     CZA20,473$1,084 03/31/2020
Citadel Advisors LLC19,767$1,047 03/31/2020
     CZA19,767$1,047 03/31/2020
MML Investors Services LLC19,002$1,006 03/31/2020
     CZA19,002$1,006 03/31/2020
Ameriprise Financial Inc.15,067$798 03/31/2020
     CZA15,067$798 03/31/2020
Advisor Group Inc.10,046$772 12/31/2019
     CZA10,046$772 12/31/2019
Jane Street Group LLC13,237$701 03/31/2020
     CZA13,237$701 03/31/2020
First Financial Bank Trust Division13,202$699 03/31/2020
     CZA13,202$699 03/31/2020
Clear Creek Financial Management LLC12,520$683 03/31/2020
     CZA12,520$683 03/31/2020
Janney Montgomery Scott LLC11,322$600 03/31/2020
     CZA11,322$600 03/31/2020
Integrated Wealth Concepts LLC9,855$522 03/31/2020
     CZA9,855$522 03/31/2020
Equitable Holdings Inc.9,530$505 03/31/2020
     CZA9,530$505 03/31/2020
Private Advisor Group LLC8,565$454 03/31/2020
     CZA8,565$454 03/31/2020
Great Valley Advisor Group Inc.8,064$427 03/31/2020
     CZA8,064$427 03/31/2020
Wintrust Investments LLC7,669$406 03/31/2020
     CZA7,669$406 03/31/2020
Spectrum Wealth Advisory Group LLC6,204$330 03/31/2020
     CZA6,204$330 03/31/2020
Greenleaf Trust5,457$289 03/31/2020
     CZA5,457$289 03/31/2020
Cornerstone Wealth Management LLC5,178$274 03/31/2020
     CZA5,178$274 03/31/2020
First Heartland Consultants Inc.4,348$230 03/31/2020
     CZA4,348$230 03/31/2020
Dynamic Advisor Solutions LLC4,182$221 03/31/2020
     CZA4,182$221 03/31/2020
Steward Partners Investment Advisory LLC3,789$200 03/31/2020
     CZA3,789$200 03/31/2020
Ameritas Investment Company LLC3,521$186 03/31/2020
     CZA3,521$186 03/31/2020
US Bancorp DE3,279$174 03/31/2020
     CZA3,279$174 03/31/2020
Flagship Harbor Advisors LLC2,735$145 03/31/2020
     CZA2,735$145 03/31/2020
JPMorgan Chase & Co.2,575$136 03/31/2020
     CZA2,575$136 03/31/2020
Cedar Wealth Management LLC1,390$74 03/31/2020
     CZA1,390$74 03/31/2020
PNC Financial Services Group Inc.869$46 03/31/2020
     CZA869$46 03/31/2020
Optimum Investment Advisors802$42 03/31/2020
     CZA802$42 03/31/2020
Patriot Financial Group Insurance Agency LLC788$42 03/31/2020
     CZA788$42 03/31/2020
Advisory Services Network LLC715$38 03/31/2020
     CZA715$38 03/31/2020
LifePlan Financial Group Inc602$32 03/31/2020
     CZA602$32 03/31/2020
Citigroup Inc.451$24 03/31/2020
     CZA451$24 03/31/2020
Sowell Financial Services LLC440$23 03/31/2020
     CZA440$23 03/31/2020
Blair William & Co. IL370$20 03/31/2020
     CZA370$20 03/31/2020
Glenmede Trust Co. NA233$17 03/31/2020
     CZA233$17 03/31/2020
NEXT Financial Group Inc255$14 03/31/2020
     CZA255$14 03/31/2020
Carroll Financial Associates Inc.264$13 03/31/2020
     CZA264$13 03/31/2020
Parkside Financial Bank & Trust175$9 03/31/2020
     CZA175$9 03/31/2020
FMR LLC2$0 03/31/2020
     CZA2$0 03/31/2020
Proequities Inc.0$0 03/31/2020
     CZA0$0 03/31/2020
IFP Advisors Inc0$0 03/31/2020
     CZA0$0 03/31/2020

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

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