On this page, we present all of the funds holding SOCL from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding SOCL, with a link to that fund's top holdings. The next columns indicate the amount of SOCL stock held by each of the funds holding SOCL, followed by the SOCL position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 53 funds holding SOCL within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Daiwa Securities Group Inc.. For more details on the positions held by Daiwa Securities Group Inc. (or by any of the other funds holding SOCL), click the fund name in the "Holder" column of the funds-holding-SOCL table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Daiwa Securities Group Inc. | 815,000 | $32,902 | 12/31/2023 |
SOCL | 815,000 | $32,902 | 12/31/2023 |
The PNC Financial Services Group Inc. | 582,992 | $23,535 | 12/31/2023 |
SOCL | 582,992 | $23,535 | 12/31/2023 |
Bank of America Corp DE | 190,925 | $7,708 | 12/31/2023 |
SOCL | 190,925 | $7,708 | 12/31/2023 |
LPL Financial LLC | 67,542 | $2,727 | 12/31/2023 |
SOCL | 67,542 | $2,727 | 12/31/2023 |
NBC Securities Inc. | 65,649 | $2,644 | 03/31/2024 |
SOCL | 65,649 | $2,644 | 03/31/2024 |
Morgan Stanley | 61,501 | $2,483 | 12/31/2023 |
SOCL | 61,501 | $2,483 | 12/31/2023 |
UBS Group AG | 50,288 | $2,030 | 12/31/2023 |
SOCL | 50,288 | $2,030 | 12/31/2023 |
Jane Street Group LLC | 44,472 | $1,795 | 12/31/2023 |
SOCL | 44,472 | $1,795 | 12/31/2023 |
Joseph P. Lucia & Associates LLC | 25,210 | $1,018 | 12/31/2023 |
SOCL | 25,210 | $1,018 | 12/31/2023 |
Baird Financial Group Inc. | 16,371 | $661 | 12/31/2023 |
SOCL | 16,371 | $661 | 12/31/2023 |
SOA Wealth Advisors LLC. | 13,920 | $561 | 03/31/2024 |
SOCL | 13,920 | $561 | 03/31/2024 |
Cambridge Investment Research Advisors Inc. | 13,224 | $534 | 12/31/2023 |
SOCL | 13,224 | $534 | 12/31/2023 |
Royal Bank of Canada | 12,053 | $487 | 12/31/2023 |
SOCL | 12,053 | $487 | 12/31/2023 |
Pathstone Holdings LLC | 11,480 | $463 | 12/31/2023 |
SOCL | 11,480 | $463 | 12/31/2023 |
Susquehanna International Group LLP | 9,590 | $387 | 12/31/2023 |
SOCL | 9,590 | $387 | 12/31/2023 |
Integrated Wealth Concepts LLC | 8,534 | $345 | 12/31/2023 |
SOCL | 8,534 | $345 | 12/31/2023 |
Commonwealth Equity Services LLC | 6,992 | $282 | 12/31/2023 |
SOCL | 6,992 | $282 | 12/31/2023 |
Raymond James & Associates | 6,453 | $261 | 12/31/2023 |
SOCL | 6,453 | $261 | 12/31/2023 |
Ameriprise Financial Inc. | 5,658 | $228 | 12/31/2023 |
SOCL | 5,658 | $228 | 12/31/2023 |
Cetera Advisor Networks LLC | 5,624 | $227 | 12/31/2023 |
SOCL | 5,624 | $227 | 12/31/2023 |
Assetmark Inc. | 5,564 | $225 | 12/31/2023 |
SOCL | 5,564 | $225 | 12/31/2023 |
Advisor Group Holdings Inc. | 4,035 | $163 | 12/31/2023 |
SOCL | 4,035 | $163 | 12/31/2023 |
Wells Fargo & Company MN | 3,934 | $159 | 12/31/2023 |
SOCL | 3,934 | $159 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 2,180 | $88 | 12/31/2023 |
SOCL | 2,180 | $88 | 12/31/2023 |
Manchester Capital Management LLC | 2,000 | $81 | 12/31/2023 |
SOCL | 2,000 | $81 | 12/31/2023 |
Salem Investment Counselors Inc. | 1,584 | $64 | 03/31/2024 |
SOCL | 1,584 | $64 | 03/31/2024 |
Harbour Investments Inc. | 1,477 | $60 | 12/31/2023 |
SOCL | 1,477 | $60 | 12/31/2023 |
US Bancorp DE | 1,000 | $40 | 12/31/2023 |
SOCL | 1,000 | $40 | 12/31/2023 |
Creative Financial Designs Inc. ADV | 837 | $34 | 12/31/2023 |
SOCL | 837 | $34 | 12/31/2023 |
Bell Investment Advisors Inc | 841 | $34 | 12/31/2023 |
SOCL | 841 | $34 | 12/31/2023 |
Qube Research & Technologies Ltd | 577 | $23 | 12/31/2023 |
SOCL | 577 | $23 | 12/31/2023 |
FMR LLC | 532 | $21 | 12/31/2023 |
SOCL | 532 | $21 | 12/31/2023 |
Tompkins Financial Corp | 500 | $20 | 03/31/2024 |
SOCL | 500 | $20 | 03/31/2024 |
Blair William & Co. IL | 385 | $16 | 12/31/2023 |
SOCL | 385 | $16 | 12/31/2023 |
Allworth Financial LP | 350 | $14 | 12/31/2023 |
SOCL | 350 | $14 | 12/31/2023 |
Tower Research Capital LLC TRC | 310 | $13 | 12/31/2023 |
SOCL | 310 | $13 | 12/31/2023 |
CWM LLC | 300 | $12 | 03/31/2024 |
SOCL | 300 | $12 | 03/31/2024 |
Gradient Investments LLC | 255 | $10 | 12/31/2023 |
SOCL | 255 | $10 | 12/31/2023 |
Founders Capital Management | 200 | $8 | 03/31/2024 |
SOCL | 200 | $8 | 03/31/2024 |
O Shaughnessy Asset Management LLC | 200 | $8 | 12/31/2023 |
SOCL | 200 | $8 | 12/31/2023 |
Spire Wealth Management | 201 | $8 | 12/31/2023 |
SOCL | 201 | $8 | 12/31/2023 |
Impact Partnership Wealth LLC | 200 | $8 | 12/31/2023 |
SOCL | 200 | $8 | 12/31/2023 |
JPMorgan Chase & Co. | 149 | $6 | 12/31/2023 |
SOCL | 149 | $6 | 12/31/2023 |
Advisory Services Network LLC | 144 | $6 | 12/31/2023 |
SOCL | 144 | $6 | 12/31/2023 |
Prestige Wealth Management Group LLC | 159 | $6 | 12/31/2023 |
SOCL | 159 | $6 | 12/31/2023 |
GWM Advisors LLC | 99 | $4 | 12/31/2023 |
SOCL | 99 | $4 | 12/31/2023 |
Pacific Capital Wealth Advisors Inc. | 100 | $4 | 12/31/2023 |
SOCL | 100 | $4 | 12/31/2023 |
Van ECK Associates Corp | 66 | $3 | 12/31/2023 |
SOCL | 66 | $3 | 12/31/2023 |
Venturi Wealth Management LLC | 57 | $2 | 12/31/2023 |
SOCL | 57 | $2 | 12/31/2023 |
M&R Capital Management Inc. | 15 | $1 | 03/31/2024 |
SOCL | 15 | $1 | 03/31/2024 |
Larson Financial Group LLC | 36 | $1 | 12/31/2023 |
SOCL | 36 | $1 | 12/31/2023 |
Proequities Inc. | 0 | $0 | 12/31/2023 |
SOCL | 0 | $0 | 12/31/2023 |
Global Retirement Partners LLC | 1 | $0 | 12/31/2023 |
SOCL | 1 | $0 | 12/31/2023 |
Householder Group Estate & Retirement Specialist LLC | 2 | $0 | 12/31/2023 |
SOCL | 2 | $0 | 12/31/2023 |
See Summary: Institutional Holders of SOCL
See Details: Top 10 Hedge Funds Holding SOCL
Also See: SOCL Holdings Changes
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