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Institutional Holders of CMF

There is a long list of 245 institutional holders of CMF 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 CMF by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-CMF table below, the initial column indicates the name of each top institutional holder of CMF, with a link to that fund's top holdings. The next columns indicate the amount of CMF stock held by each of the institutional holders of CMF, followed by the CMF position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Charles Schwab Investment Advisory Inc.9,083,884$526,320 12/31/2023
     CMF9,083,884$526,320 12/31/2023
FMR LLC4,636,696$268,650 12/31/2023
     CMF4,636,696$268,650 12/31/2023
Morgan Stanley1,670,390$96,782 12/31/2023
     CMF1,670,390$96,782 12/31/2023
EP Wealth Advisors LLC1,266,277$73,368 12/31/2023
     CMF1,266,277$73,368 12/31/2023
Bank of America Corp DE1,153,861$66,855 12/31/2023
     CMF1,153,861$66,855 12/31/2023
Envestnet Asset Management Inc.904,007$52,378 12/31/2023
     CMF904,007$52,378 12/31/2023
UBS Group AG893,926$51,794 12/31/2023
     CMF893,926$51,794 12/31/2023
Northwestern Mutual Wealth Management Co.747,521$43,311 12/31/2023
     CMF747,521$43,311 12/31/2023
Mariner LLC727,484$42,150 12/31/2023
     CMF727,484$42,150 12/31/2023
LPL Financial LLC683,456$39,599 12/31/2023
     CMF683,456$39,599 12/31/2023
TIAA Trust National Association626,613$36,306 12/31/2023
     CMF626,613$36,306 12/31/2023
Wells Fargo & Company MN605,000$35,054 12/31/2023
     CMF605,000$35,054 12/31/2023
Mercer Global Advisors Inc. ADV537,838$31,162 12/31/2023
     CMF537,838$31,162 12/31/2023
Manhattan West Asset Management LLC436,230$25,275 12/31/2023
     CMF436,230$25,275 12/31/2023
First Foundation Advisors414,349$24,007 12/31/2023
     CMF414,349$24,007 12/31/2023
Raub Brock Capital Management LP408,745$23,519 03/31/2024
     CMF408,745$23,519 03/31/2024
Slow Capital Inc.392,661$22,594 03/31/2024
     CMF392,661$22,594 03/31/2024
Adviser Investments LLC332,298$19,253 12/31/2023
     CMF332,298$19,253 12/31/2023
Orin Green Financial LLC330,689$19,160 12/31/2023
     CMF330,689$19,160 12/31/2023
Royal Bank of Canada327,920$19,000 12/31/2023
     CMF327,920$19,000 12/31/2023
BlackRock Inc.295,438$17,118 12/31/2023
     CMF295,438$17,118 12/31/2023
Alliancebernstein L.P.294,943$17,089 12/31/2023
     CMF294,943$17,089 12/31/2023
Opes Wealth Management LLC294,114$17,041 12/31/2023
     CMF294,114$17,041 12/31/2023
Facet Wealth Inc.289,123$16,636 12/31/2023
     CMF289,123$16,636 12/31/2023
Brio Consultants LLC278,516$16,137 12/31/2023
     CMF278,516$16,137 12/31/2023
Financial Connections Group Inc.267,515$15,499 12/31/2023
     CMF267,515$15,499 12/31/2023
Renaissance Technologies LLC252,800$14,647 12/31/2023
     CMF252,800$14,647 12/31/2023
Ameriprise Financial Inc.235,202$13,640 12/31/2023
     CMF235,202$13,640 12/31/2023
Assetmark Inc.232,962$13,498 12/31/2023
     CMF232,962$13,498 12/31/2023
JPMorgan Chase & Co.221,275$12,821 12/31/2023
     CMF221,275$12,821 12/31/2023
Myecfo LLC206,092$11,847 03/31/2024
     CMF206,092$11,847 03/31/2024
Bank of Montreal Can184,782$10,712 12/31/2023
     CMF184,782$10,712 12/31/2023
Sei Investments Co.180,512$10,459 12/31/2023
     CMF180,512$10,459 12/31/2023
Wealthsource Partners LLC178,846$10,362 12/31/2023
     CMF178,846$10,362 12/31/2023
Pure Financial Advisors Inc.175,061$10,073 03/31/2024
     CMF175,061$10,073 03/31/2024
Creative Planning172,581$9,999 12/31/2023
     CMF172,581$9,999 12/31/2023
Raymond James Financial Services Advisors Inc.166,774$9,596 03/31/2024
     CMF166,774$9,596 03/31/2024
Miracle Mile Advisors LLC157,945$9,088 03/31/2024
     CMF157,945$9,088 03/31/2024
Bailard Inc.145,990$8,459 12/31/2023
     CMF145,990$8,459 12/31/2023
Cetera Investment Advisers141,789$8,215 12/31/2023
     CMF141,789$8,215 12/31/2023
Kayne Anderson Rudnick Investment Management LLC126,513$7,321 12/31/2023
     CMF126,513$7,321 12/31/2023
Beacon Pointe Advisors LLC122,779$7,114 12/31/2023
     CMF122,779$7,114 12/31/2023
Advisor Group Holdings Inc.121,116$7,005 12/31/2023
     CMF121,116$7,005 12/31/2023
Signature Estate & Investment Advisors LLC119,441$6,920 12/31/2023
     CMF119,441$6,920 12/31/2023
Cerity Partners LLC117,688$6,819 12/31/2023
     CMF117,688$6,819 12/31/2023
RSM US Wealth Management LLC116,281$6,737 12/31/2023
     CMF116,281$6,737 12/31/2023
Betterment LLC115,581$6,697 12/31/2023
     CMF115,581$6,697 12/31/2023
Mission Wealth Management LP113,640$6,584 12/31/2023
     CMF113,640$6,584 12/31/2023
Rinkey Investments109,782$6,361 12/31/2023
     CMF109,782$6,361 12/31/2023
Commonwealth Equity Services LLC108,796$6,304 12/31/2023
     CMF108,796$6,304 12/31/2023

See All: Funds Holding CMF
See Details: Top 10 Hedge Funds Holding CMF
Also See: CMF Holdings Changes

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