HoldingsChannel.com
There is a long list of 69 institutional holders of CFO within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of CFO by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-CFO table below, the initial column indicates the name of each top institutional holder of CFO, with a link to that fund's top holdings. The next columns indicate the amount of CFO stock held by each of the institutional holders of CFO, followed by the CFO position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.
| Holder | Amount | Position Size ($ in 1000's) | As of |
|---|---|---|---|
 LPL Financial LLC | 497,087 | $30,163 | 12/31/2023 |
| CFO | 497,087 | $30,163 | 12/31/2023 |
| Morgan Stanley | 458,313 | $27,810 | 12/31/2023 |
| CFO | 458,313 | $27,810 | 12/31/2023 |
| Raymond James Financial Services Advisors Inc. | 352,649 | $23,257 | 03/31/2024 |
| CFO | 352,649 | $23,257 | 03/31/2024 |
| Royal Bank of Canada | 376,494 | $22,845 | 12/31/2023 |
| CFO | 376,494 | $22,845 | 12/31/2023 |
| Cetera Advisor Networks LLC | 281,451 | $17,078 | 12/31/2023 |
| CFO | 281,451 | $17,078 | 12/31/2023 |
| Commonwealth Equity Services LLC | 214,702 | $14,160 | 03/31/2024 |
| CFO | 214,702 | $14,160 | 03/31/2024 |
| Bank of America Corp DE | 196,341 | $11,914 | 12/31/2023 |
| CFO | 196,341 | $11,914 | 12/31/2023 |
| Stifel Financial Corp | 184,850 | $11,217 | 12/31/2023 |
| CFO | 184,850 | $11,217 | 12/31/2023 |
| Mather Group LLC. | 141,223 | $8,569 | 03/31/2024 |
| CFO | 141,223 | $8,569 | 03/31/2024 |
| Integrated Wealth Concepts LLC | 133,232 | $8,084 | 12/31/2023 |
| CFO | 133,232 | $8,084 | 12/31/2023 |
| Wells Fargo & Company MN | 132,476 | $8,039 | 12/31/2023 |
| CFO | 132,476 | $8,039 | 12/31/2023 |
| UBS Group AG | 115,434 | $7,005 | 12/31/2023 |
| CFO | 115,434 | $7,005 | 12/31/2023 |
| Ameriprise Financial Inc. | 112,547 | $6,829 | 12/31/2023 |
| CFO | 112,547 | $6,829 | 12/31/2023 |
| Keystone Financial Group | 107,941 | $6,550 | 12/31/2023 |
| CFO | 107,941 | $6,550 | 12/31/2023 |
| Creative Planning | 98,011 | $5,947 | 12/31/2023 |
| CFO | 98,011 | $5,947 | 12/31/2023 |
| Money Concepts Capital Corp | 54,926 | $3,622 | 03/31/2024 |
| CFO | 54,926 | $3,622 | 03/31/2024 |
| Citadel Advisors LLC | 59,161 | $3,590 | 12/31/2023 |
| CFO | 59,161 | $3,590 | 12/31/2023 |
| Cambridge Investment Research Advisors Inc. | 47,987 | $3,165 | 03/31/2024 |
| CFO | 47,987 | $3,165 | 03/31/2024 |
| Wilbanks Smith & Thomas Asset Management LLC | 45,670 | $3,012 | 03/31/2024 |
| CFO | 45,670 | $3,012 | 03/31/2024 |
| Advisor Group Holdings Inc. | 43,251 | $2,625 | 12/31/2023 |
| CFO | 43,251 | $2,625 | 12/31/2023 |
| Private Advisor Group LLC | 31,468 | $2,075 | 03/31/2024 |
| CFO | 31,468 | $2,075 | 03/31/2024 |
| GWM Advisors LLC | 31,806 | $1,930 | 12/31/2023 |
| CFO | 31,806 | $1,930 | 12/31/2023 |
| Atria Wealth Solutions Inc. | 30,263 | $1,836 | 12/31/2023 |
| CFO | 30,263 | $1,836 | 12/31/2023 |
| Patriot Financial Group Insurance Agency LLC | 27,744 | $1,830 | 03/31/2024 |
| CFO | 27,744 | $1,830 | 03/31/2024 |
| Raymond James & Associates | 25,877 | $1,707 | 03/31/2024 |
| CFO | 25,877 | $1,707 | 03/31/2024 |
| Harbour Investments Inc. | 27,216 | $1,651 | 12/31/2023 |
| CFO | 27,216 | $1,651 | 12/31/2023 |
| Northwestern Mutual Wealth Management Co. | 25,693 | $1,559 | 12/31/2023 |
| CFO | 25,693 | $1,559 | 12/31/2023 |
| Paul Damon & Associates Inc. | 22,647 | $1,494 | 03/31/2024 |
| CFO | 22,647 | $1,494 | 03/31/2024 |
| Calton & Associates Inc. | 22,447 | $1,480 | 03/31/2024 |
| CFO | 22,447 | $1,480 | 03/31/2024 |
| Dynamic Advisor Solutions LLC | 17,404 | $1,148 | 03/31/2024 |
| CFO | 17,404 | $1,148 | 03/31/2024 |
| Truist Financial Corp | 18,588 | $1,128 | 12/31/2023 |
| CFO | 18,588 | $1,128 | 12/31/2023 |
| Envestnet Asset Management Inc. | 14,306 | $868 | 12/31/2023 |
| CFO | 14,306 | $868 | 12/31/2023 |
| Flow Traders U.S. LLC | 13,494 | $819 | 12/31/2023 |
| CFO | 13,494 | $819 | 12/31/2023 |
| Baird Financial Group Inc. | 13,105 | $795 | 12/31/2023 |
| CFO | 13,105 | $795 | 12/31/2023 |
| Janney Montgomery Scott LLC | 12,000 | $791 | 03/31/2024 |
| CFO | 12,000 | $791 | 03/31/2024 |
| Vantage Financial Partners LLC | 9,956 | $657 | 03/31/2024 |
| CFO | 9,956 | $657 | 03/31/2024 |
| Comerica Bank | 10,141 | $615 | 12/31/2023 |
| CFO | 10,141 | $615 | 12/31/2023 |
| Goldman Sachs Group Inc. | 10,049 | $610 | 12/31/2023 |
| CFO | 10,049 | $610 | 12/31/2023 |
| Syntegra Private Wealth Group LLC | 9,729 | $590 | 12/31/2023 |
| CFO | 9,729 | $590 | 12/31/2023 |
| LexAurum Advisors LLC | 8,694 | $573 | 03/31/2024 |
| CFO | 8,694 | $573 | 03/31/2024 |
| Mutual Advisors LLC | 8,124 | $536 | 03/31/2024 |
| CFO | 8,124 | $536 | 03/31/2024 |
| Guidance Capital Inc. | 8,463 | $531 | 03/31/2024 |
| CFO | 8,463 | $531 | 03/31/2024 |
| Two Sigma Securities LLC | 6,228 | $378 | 12/31/2023 |
| CFO | 6,228 | $378 | 12/31/2023 |
| Tower Research Capital LLC TRC | 5,675 | $344 | 12/31/2023 |
| CFO | 5,675 | $344 | 12/31/2023 |
| Barnes Pettey Financial Advisors LLC | 4,707 | $310 | 03/31/2024 |
| CFO | 4,707 | $310 | 03/31/2024 |
| EverSource Wealth Advisors LLC | 4,907 | $298 | 12/31/2023 |
| CFO | 4,907 | $298 | 12/31/2023 |
| Significant Wealth Partners LLC | 4,402 | $290 | 03/31/2024 |
| CFO | 4,402 | $290 | 03/31/2024 |
| Kestra Advisory Services LLC | 4,655 | $282 | 12/31/2023 |
| CFO | 4,655 | $282 | 12/31/2023 |
| Steward Partners Investment Advisory LLC | 4,625 | $281 | 12/31/2023 |
| CFO | 4,625 | $281 | 12/31/2023 |
| IFP Advisors Inc | 4,164 | $253 | 12/31/2023 |
| CFO | 4,164 | $253 | 12/31/2023 |
See All: Funds Holding CFO
See Details: Top 10 Hedge Funds Holding CFO
Also See: CFO Holdings Changes
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