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.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Charles Schwab Investment Advisory Inc. | 9,083,884 | $526,320 | 12/31/2023 |
CMF | 9,083,884 | $526,320 | 12/31/2023 |
FMR LLC | 4,636,696 | $268,650 | 12/31/2023 |
CMF | 4,636,696 | $268,650 | 12/31/2023 |
Morgan Stanley | 1,670,390 | $96,782 | 12/31/2023 |
CMF | 1,670,390 | $96,782 | 12/31/2023 |
EP Wealth Advisors LLC | 1,266,277 | $73,368 | 12/31/2023 |
CMF | 1,266,277 | $73,368 | 12/31/2023 |
Bank of America Corp DE | 1,153,861 | $66,855 | 12/31/2023 |
CMF | 1,153,861 | $66,855 | 12/31/2023 |
Envestnet Asset Management Inc. | 904,007 | $52,378 | 12/31/2023 |
CMF | 904,007 | $52,378 | 12/31/2023 |
UBS Group AG | 893,926 | $51,794 | 12/31/2023 |
CMF | 893,926 | $51,794 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 747,521 | $43,311 | 12/31/2023 |
CMF | 747,521 | $43,311 | 12/31/2023 |
Mariner LLC | 727,484 | $42,150 | 12/31/2023 |
CMF | 727,484 | $42,150 | 12/31/2023 |
LPL Financial LLC | 683,456 | $39,599 | 12/31/2023 |
CMF | 683,456 | $39,599 | 12/31/2023 |
TIAA Trust National Association | 626,613 | $36,306 | 12/31/2023 |
CMF | 626,613 | $36,306 | 12/31/2023 |
Wells Fargo & Company MN | 605,000 | $35,054 | 12/31/2023 |
CMF | 605,000 | $35,054 | 12/31/2023 |
Mercer Global Advisors Inc. ADV | 537,838 | $31,162 | 12/31/2023 |
CMF | 537,838 | $31,162 | 12/31/2023 |
Manhattan West Asset Management LLC | 436,230 | $25,275 | 12/31/2023 |
CMF | 436,230 | $25,275 | 12/31/2023 |
First Foundation Advisors | 414,349 | $24,007 | 12/31/2023 |
CMF | 414,349 | $24,007 | 12/31/2023 |
Raub Brock Capital Management LP | 408,745 | $23,519 | 03/31/2024 |
CMF | 408,745 | $23,519 | 03/31/2024 |
Slow Capital Inc. | 392,661 | $22,594 | 03/31/2024 |
CMF | 392,661 | $22,594 | 03/31/2024 |
Adviser Investments LLC | 332,298 | $19,253 | 12/31/2023 |
CMF | 332,298 | $19,253 | 12/31/2023 |
Orin Green Financial LLC | 330,689 | $19,160 | 12/31/2023 |
CMF | 330,689 | $19,160 | 12/31/2023 |
Royal Bank of Canada | 327,920 | $19,000 | 12/31/2023 |
CMF | 327,920 | $19,000 | 12/31/2023 |
BlackRock Inc. | 295,438 | $17,118 | 12/31/2023 |
CMF | 295,438 | $17,118 | 12/31/2023 |
Alliancebernstein L.P. | 294,943 | $17,089 | 12/31/2023 |
CMF | 294,943 | $17,089 | 12/31/2023 |
Opes Wealth Management LLC | 294,114 | $17,041 | 12/31/2023 |
CMF | 294,114 | $17,041 | 12/31/2023 |
Facet Wealth Inc. | 289,123 | $16,636 | 12/31/2023 |
CMF | 289,123 | $16,636 | 12/31/2023 |
Brio Consultants LLC | 278,516 | $16,137 | 12/31/2023 |
CMF | 278,516 | $16,137 | 12/31/2023 |
Financial Connections Group Inc. | 267,515 | $15,499 | 12/31/2023 |
CMF | 267,515 | $15,499 | 12/31/2023 |
Renaissance Technologies LLC | 252,800 | $14,647 | 12/31/2023 |
CMF | 252,800 | $14,647 | 12/31/2023 |
Ameriprise Financial Inc. | 235,202 | $13,640 | 12/31/2023 |
CMF | 235,202 | $13,640 | 12/31/2023 |
Assetmark Inc. | 232,962 | $13,498 | 12/31/2023 |
CMF | 232,962 | $13,498 | 12/31/2023 |
JPMorgan Chase & Co. | 221,275 | $12,821 | 12/31/2023 |
CMF | 221,275 | $12,821 | 12/31/2023 |
Myecfo LLC | 206,092 | $11,847 | 03/31/2024 |
CMF | 206,092 | $11,847 | 03/31/2024 |
Bank of Montreal Can | 184,782 | $10,712 | 12/31/2023 |
CMF | 184,782 | $10,712 | 12/31/2023 |
Sei Investments Co. | 180,512 | $10,459 | 12/31/2023 |
CMF | 180,512 | $10,459 | 12/31/2023 |
Wealthsource Partners LLC | 178,846 | $10,362 | 12/31/2023 |
CMF | 178,846 | $10,362 | 12/31/2023 |
Pure Financial Advisors Inc. | 175,061 | $10,073 | 03/31/2024 |
CMF | 175,061 | $10,073 | 03/31/2024 |
Creative Planning | 172,581 | $9,999 | 12/31/2023 |
CMF | 172,581 | $9,999 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 166,774 | $9,596 | 03/31/2024 |
CMF | 166,774 | $9,596 | 03/31/2024 |
Miracle Mile Advisors LLC | 157,945 | $9,088 | 03/31/2024 |
CMF | 157,945 | $9,088 | 03/31/2024 |
Bailard Inc. | 145,990 | $8,459 | 12/31/2023 |
CMF | 145,990 | $8,459 | 12/31/2023 |
Cetera Investment Advisers | 141,789 | $8,215 | 12/31/2023 |
CMF | 141,789 | $8,215 | 12/31/2023 |
Kayne Anderson Rudnick Investment Management LLC | 126,513 | $7,321 | 12/31/2023 |
CMF | 126,513 | $7,321 | 12/31/2023 |
Beacon Pointe Advisors LLC | 122,779 | $7,114 | 12/31/2023 |
CMF | 122,779 | $7,114 | 12/31/2023 |
Advisor Group Holdings Inc. | 121,116 | $7,005 | 12/31/2023 |
CMF | 121,116 | $7,005 | 12/31/2023 |
Signature Estate & Investment Advisors LLC | 119,441 | $6,920 | 12/31/2023 |
CMF | 119,441 | $6,920 | 12/31/2023 |
Cerity Partners LLC | 117,688 | $6,819 | 12/31/2023 |
CMF | 117,688 | $6,819 | 12/31/2023 |
RSM US Wealth Management LLC | 116,281 | $6,737 | 12/31/2023 |
CMF | 116,281 | $6,737 | 12/31/2023 |
Betterment LLC | 115,581 | $6,697 | 12/31/2023 |
CMF | 115,581 | $6,697 | 12/31/2023 |
Mission Wealth Management LP | 113,640 | $6,584 | 12/31/2023 |
CMF | 113,640 | $6,584 | 12/31/2023 |
Rinkey Investments | 109,782 | $6,361 | 12/31/2023 |
CMF | 109,782 | $6,361 | 12/31/2023 |
Commonwealth Equity Services LLC | 108,796 | $6,304 | 12/31/2023 |
CMF | 108,796 | $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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