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Funds Holding SOCL

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.

HolderAmountPosition Size
($ in 1000's)
 As of
Daiwa Securities Group Inc.815,000$32,902 12/31/2023
     SOCL815,000$32,902 12/31/2023
The PNC Financial Services Group Inc.582,992$23,535 12/31/2023
     SOCL582,992$23,535 12/31/2023
Bank of America Corp DE190,925$7,708 12/31/2023
     SOCL190,925$7,708 12/31/2023
LPL Financial LLC67,542$2,727 12/31/2023
     SOCL67,542$2,727 12/31/2023
NBC Securities Inc.65,649$2,644 03/31/2024
     SOCL65,649$2,644 03/31/2024
Morgan Stanley61,501$2,483 12/31/2023
     SOCL61,501$2,483 12/31/2023
UBS Group AG50,288$2,030 12/31/2023
     SOCL50,288$2,030 12/31/2023
Jane Street Group LLC44,472$1,795 12/31/2023
     SOCL44,472$1,795 12/31/2023
Joseph P. Lucia & Associates LLC25,210$1,018 12/31/2023
     SOCL25,210$1,018 12/31/2023
Baird Financial Group Inc.16,371$661 12/31/2023
     SOCL16,371$661 12/31/2023
SOA Wealth Advisors LLC.13,920$561 03/31/2024
     SOCL13,920$561 03/31/2024
Cambridge Investment Research Advisors Inc.13,224$534 12/31/2023
     SOCL13,224$534 12/31/2023
Royal Bank of Canada12,053$487 12/31/2023
     SOCL12,053$487 12/31/2023
Pathstone Holdings LLC11,480$463 12/31/2023
     SOCL11,480$463 12/31/2023
Susquehanna International Group LLP9,590$387 12/31/2023
     SOCL9,590$387 12/31/2023
Integrated Wealth Concepts LLC8,534$345 12/31/2023
     SOCL8,534$345 12/31/2023
Commonwealth Equity Services LLC6,992$282 12/31/2023
     SOCL6,992$282 12/31/2023
Raymond James & Associates6,453$261 12/31/2023
     SOCL6,453$261 12/31/2023
Ameriprise Financial Inc.5,658$228 12/31/2023
     SOCL5,658$228 12/31/2023
Cetera Advisor Networks LLC5,624$227 12/31/2023
     SOCL5,624$227 12/31/2023
Assetmark Inc.5,564$225 12/31/2023
     SOCL5,564$225 12/31/2023
Advisor Group Holdings Inc.4,035$163 12/31/2023
     SOCL4,035$163 12/31/2023
Wells Fargo & Company MN3,934$159 12/31/2023
     SOCL3,934$159 12/31/2023
Northwestern Mutual Wealth Management Co.2,180$88 12/31/2023
     SOCL2,180$88 12/31/2023
Manchester Capital Management LLC2,000$81 12/31/2023
     SOCL2,000$81 12/31/2023
Salem Investment Counselors Inc.1,584$64 03/31/2024
     SOCL1,584$64 03/31/2024
Harbour Investments Inc.1,477$60 12/31/2023
     SOCL1,477$60 12/31/2023
US Bancorp DE1,000$40 12/31/2023
     SOCL1,000$40 12/31/2023
Creative Financial Designs Inc. ADV837$34 12/31/2023
     SOCL837$34 12/31/2023
Bell Investment Advisors Inc841$34 12/31/2023
     SOCL841$34 12/31/2023
Qube Research & Technologies Ltd577$23 12/31/2023
     SOCL577$23 12/31/2023
FMR LLC532$21 12/31/2023
     SOCL532$21 12/31/2023
Tompkins Financial Corp500$20 03/31/2024
     SOCL500$20 03/31/2024
Blair William & Co. IL385$16 12/31/2023
     SOCL385$16 12/31/2023
Allworth Financial LP350$14 12/31/2023
     SOCL350$14 12/31/2023
Tower Research Capital LLC TRC 310$13 12/31/2023
     SOCL310$13 12/31/2023
CWM LLC300$12 03/31/2024
     SOCL300$12 03/31/2024
Gradient Investments LLC255$10 12/31/2023
     SOCL255$10 12/31/2023
Founders Capital Management200$8 03/31/2024
     SOCL200$8 03/31/2024
O Shaughnessy Asset Management LLC200$8 12/31/2023
     SOCL200$8 12/31/2023
Spire Wealth Management201$8 12/31/2023
     SOCL201$8 12/31/2023
Impact Partnership Wealth LLC200$8 12/31/2023
     SOCL200$8 12/31/2023
JPMorgan Chase & Co.149$6 12/31/2023
     SOCL149$6 12/31/2023
Advisory Services Network LLC144$6 12/31/2023
     SOCL144$6 12/31/2023
Prestige Wealth Management Group LLC159$6 12/31/2023
     SOCL159$6 12/31/2023
GWM Advisors LLC99$4 12/31/2023
     SOCL99$4 12/31/2023
Pacific Capital Wealth Advisors Inc.100$4 12/31/2023
     SOCL100$4 12/31/2023
Van ECK Associates Corp66$3 12/31/2023
     SOCL66$3 12/31/2023
Venturi Wealth Management LLC57$2 12/31/2023
     SOCL57$2 12/31/2023
M&R Capital Management Inc.15$1 03/31/2024
     SOCL15$1 03/31/2024
Larson Financial Group LLC36$1 12/31/2023
     SOCL36$1 12/31/2023
Proequities Inc.0$0 12/31/2023
     SOCL0$0 12/31/2023
Global Retirement Partners LLC1$0 12/31/2023
     SOCL1$0 12/31/2023
Householder Group Estate & Retirement Specialist LLC2$0 12/31/2023
     SOCL2$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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