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Institutions Holding CATH (201 holders)

201 institutions currently hold CATH, ranked below by position value.

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Key HoldersTotal ValueAvg Weight
Fund Evaluation Group, LLC$57.7M1.77%
MORGAN STANLEY$43.7M0.00%
CENTRAL TRUST Co$43.2M0.85%
BANK OF AMERICA CORP /DE/$34.6M0.00%
TRUIST FINANCIAL CORP$21.3M0.03%
BCM ADVISORS, LLC$20.4M4.03%
Choate Investment Advisors$12.8M0.25%
WELLS FARGO & COMPANY/MN$12.8M0.00%
LPL Financial LLC$12.5M0.00%
CWM, LLC$12.4M0.03%
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$11.8M0.07%
Corient Private Wealth LLC$10.5M0.02%
Aristotle Capital Management, LLC$9.8M0.02%
COMMON FUND FOR NONPROFIT ORGANIZATIONS$9.5M0.91%
COMMERCE BANK$9.4M0.05%
Sound View Wealth Advisors Group, LLC$8.6M0.58%
AMERIPRISE FINANCIAL INC$8.0M0.00%
FIFTH THIRD BANCORP$7.3M0.01%
BROWN BROTHERS HARRIMAN & CO$6.8M0.04%
First Bank & Trust$6.6M1.07%
Allworth Financial LP$6.5M0.03%
ROYAL BANK OF CANADA$5.7M0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$5.7M0.00%
DAGCO, INC.$5.1M1.10%
Cerity Partners LLC$4.9M0.01%
Savant Capital, LLC$4.7M0.02%
FIRST NATIONAL BANK OF OMAHA$4.7M0.15%
RAYMOND JAMES FINANCIAL INC$4.7M0.00%
Baird Financial Group, Inc.$4.4M0.01%
SEI INVESTMENTS CO$4.0M0.00%
Chevy Chase Trust Holdings, LLC$3.9M0.01%
ENVESTNET ASSET MANAGEMENT INC$3.6M0.00%
KEYBANK NATIONAL ASSOCIATION/OH$3.6M0.01%
Mariner, LLC$3.6M0.00%
Beacon Pointe Advisors, LLC$3.5M0.02%
UBS Group AG$3.4M0.00%
JANE STREET GROUP, LLC$3.3M0.00%
Creative Planning$3.0M0.00%
Northwest Bancshares, Inc.$3.0M0.59%
TRUST CO OF TOLEDO NA /OH/$2.9M0.28%
JONES FINANCIAL COMPANIES LLLP$2.7M0.00%
CLIFFORD SWAN INVESTMENT COUNSEL LLC$2.7M0.09%
AMARILLO NATIONAL BANK$2.6M0.46%
Signet Private Wealth LLC$2.5M2.35%
COMMONWEALTH EQUITY SERVICES, LLC$2.4M0.00%
Hirtle & Co., LLC$2.4M0.08%
MML INVESTORS SERVICES, LLC$2.3M0.01%
OLD NATIONAL BANCORP /IN/$2.3M0.04%
HBK Sorce Advisory LLC$2.3M0.05%
BRADLEY FOSTER & SARGENT INC/CT$2.3M0.04%
Steward Partners Investment Advisory, LLC$2.2M0.01%
Financial Advisory Corp$2.1M0.29%
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC$2.0M1.73%
Trust Point Inc.$1.9M0.16%
HighTower Advisors, LLC$1.8M0.00%
Johnson Financial Group, Inc.$1.8M0.07%
Harpswell Capital Advisors, LLC$1.8M1.33%
Koss-Olinger Consulting, LLC$1.7M0.14%
Curi Capital, LLC$1.6M0.03%
MERCER GLOBAL ADVISORS INC /ADV$1.6M0.00%
Gradient Investments LLC$1.6M0.02%
Bravera Wealth$1.5M0.69%
Wilmington Savings Fund Society, FSB$1.5M0.04%
CDKV HOLDINGS LLC$1.5M1.30%
POLEN CAPITAL MANAGEMENT LLC$1.5M0.01%
Argent Trust Co$1.5M0.05%
BROWN ADVISORY INC$1.5M0.00%
Advisor OS, LLC$1.4M0.10%
MCF Advisors LLC$1.4M0.06%
PlanVest Financial, Inc$1.4M1.05%
STIFEL FINANCIAL CORP$1.4M0.00%
Alesco Advisors, LLC, An ESL Co$1.2M0.03%
Kovack Advisors, Inc.$1.1M0.06%
OSAIC HOLDINGS, INC.$1.1M0.00%
MISSION WEALTH MANAGEMENT, LP$1.0M0.02%
Cambridge Investment Research Advisors, Inc.$1.0M0.00%
SILVERCREST ASSET MANAGEMENT GROUP LLC$987.0K0.01%
OAKWORTH CAPITAL, INC.$957.9K0.05%
SMITH CHAS P & ASSOCIATES PA CPAS$925.3K0.05%
WESPAC Advisors SoCal, LLC$911.4K0.19%
Prospera Financial Services Inc$890.0K0.01%
ISLAY CAPITAL MANAGEMENT, LLC$883.1K0.45%
AtlasMark Financial, Inc$863.4K0.56%
OneDigital Investment Advisors LLC$862.9K0.01%
SOUTH PLAINS FINANCIAL, INC.$820.6K0.48%
Cetera Investment Advisers$817.1K0.00%
SUSQUEHANNA INTERNATIONAL GROUP, LLP$802.1K0.00%
NORTHERN TRUST CORP$798.0K0.00%
FIRST HAWAIIAN BANK$759.6K0.11%
Human Investing LLC$750.8K0.11%
Dana Investment Advisors, Inc.$742.5K0.02%
Widmann Financial Services, Inc.$724.1K0.43%
Hanson & Doremus Investment Management$717.0K0.08%
COURIER CAPITAL LLC$701.0K0.04%
RFG Advisory, LLC$686.2K0.01%
Venture Visionary Partners LLC$682.6K0.02%
FMR LLC$647.3K0.00%
Cornerstone Management, Inc.$645.9K0.10%
MBE Wealth Management, LLC$626.0K0.26%
Security Financial Services, INC.$622.2K0.10%
AE Wealth Management LLC$618.8K0.00%
Firestone Capital Management$617.6K0.13%
McClarren Financial Advisors, Inc.$610.8K0.36%
Carter Financial, LLC$593.4K0.52%
Kestra Advisory Services, LLC$589.8K0.00%
FIRETHORN WEALTH PARTNERS, LLC$559.8K0.21%
WIN ADVISORS, INC$553.4K0.25%
MJP ASSOCIATES INC /ADV$538.8K0.07%
Thrivent Financial for Lutherans$529.0K0.00%
Montecito Bank & Trust$528.7K0.09%
Sellwood Investment Partners LLC$522.4K0.21%
NICOLET BANKSHARES INC$521.1K0.02%
FOUNDERS GROVE WEALTH PARTNERS, LLC$517.8K0.12%
Integrated Wealth Concepts LLC$500.2K0.00%
IHT Wealth Management, LLC$493.4K0.01%
Koshinski Asset Management, Inc.$487.8K0.03%
SMITH, MOORE & CO.$481.7K0.04%
Independence Bank of Kentucky$480.6K0.06%
Lido Advisors, LLC$471.2K0.00%
STEPH & CO$454.5K0.13%
NewEdge Wealth, LLC$429.8K0.01%
Disciplined Investments, LLC$429.7K0.15%
MONETA GROUP INVESTMENT ADVISORS LLC$416.7K0.00%
TrustWell Financial Advisors, LLC$416.2K0.39%
Foundations Investment Advisors, LLC$415.7K0.01%
Independent Advisor Alliance$408.3K0.00%
Waverly Advisors, LLC$404.0K0.00%
TOMPKINS FINANCIAL CORP$393.7K0.03%
Heritage Trust Co$390.8K0.04%
eCIO, Inc.$386.7K0.17%
Capital Planning LLC$385.8K0.13%
Spartan Wealth Advisory Services LLC$381.4K0.03%
Joseph Group Capital Management$381.1K0.10%
Sterling Investment Counsel, LLC$380.6K0.11%
Private Advisor Group, LLC$363.8K0.00%
Convergence Financial, LLC$358.9K0.04%
PFG Investments, LLC$358.0K0.02%
Community Financial Services Group, LLC$351.9K0.06%
WEBSTER BANK, N. A.$345.8K0.03%
FIRST FINANCIAL BANK - TRUST DIVISION$325.6K0.03%
Stratos Wealth Partners, LTD.$321.0K0.00%
BRIDGES INVESTMENT MANAGEMENT INC$318.1K0.00%
Financial Engines Advisors L.L.C.$307.1K0.00%
Sterling Investment Advisors, Ltd.$301.7K0.05%
Jacobi Capital Management LLC$289.2K0.02%
STAR Financial Bank$285.0K0.13%
1900 WEALTH MANAGEMENT LLC$283.8K0.02%
Ameritas Advisory Services, LLC$283.2K0.01%
MANNING & NAPIER ADVISORS LLC$282.4K0.00%
NATURAL INVESTMENTS, LLC$278.0K0.07%
Institutions Holding CATH (201 holders) | AlphaSMO