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Institutions Holding CDL (61 holders)

61 institutions currently hold CDL, ranked below by position value.

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Key HoldersTotal ValueAvg Weight
MORGAN STANLEY$46.1M0.00%
ATLANTIC FAMILY WEALTH, LLC$27.9M20.18%
BANK OF AMERICA CORP /DE/$20.0M0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$15.4M0.01%
LPL Financial LLC$11.4M0.00%
HighTower Advisors, LLC$8.4M0.01%
AMERIPRISE FINANCIAL INC$7.5M0.00%
Summit Financial, LLC$7.3M0.09%
JONES FINANCIAL COMPANIES LLLP$6.4M0.00%
MPWM ADVISORY SOLUTIONS, LLC$3.7M1.97%
COMMONWEALTH EQUITY SERVICES, LLC$3.2M0.00%
Integrated Wealth Concepts LLC$3.1M0.02%
GOLDMAN SACHS GROUP INC$3.0M0.00%
RAYMOND JAMES FINANCIAL INC$2.7M0.00%
WELLS FARGO & COMPANY/MN$2.4M0.00%
TRUIST FINANCIAL CORP$2.1M0.00%
Private Advisor Group, LLC$1.9M0.01%
ENVESTNET ASSET MANAGEMENT INC$1.5M0.00%
ROYAL BANK OF CANADA$1.4M0.00%
UBS Group AG$1.3M0.00%
Sloy Dahl & Holst, LLC$1.3M0.18%
Rockefeller Capital Management L.P.$1.3M0.00%
Fifth Third Wealth Advisors LLC$1.2M0.04%
Investors Research Corp$1.2M0.23%
Smith Thornton Advisors LLC$1.1M0.56%
Cambridge Investment Research Advisors, Inc.$1.1M0.00%
SUSQUEHANNA INTERNATIONAL GROUP, LLP$972.5K0.00%
CITADEL ADVISORS LLC$878.0K0.00%
VICUS CAPITAL$633.7K0.05%
Creative Planning$626.5K0.00%
Stratos Wealth Partners, LTD.$441.3K0.01%
YARGER WEALTH STRATEGIES, LLC$434.5K0.17%
NORTHEAST PLANNING ASSOCIATES, INC. / NH /$423.6K0.28%
Western Wealth Management, LLC$382.2K0.01%
FIFTH THIRD BANCORP$358.6K0.00%
Rossmore Private Capital$314.8K0.03%
Concurrent Investment Advisors, LLC$306.6K0.00%
North Star Investment Management Corp.$278.3K0.02%
OSAIC HOLDINGS, INC.$261.9K0.00%
SEI INVESTMENTS CO$248.7K0.00%
Eagle Bay Advisors LLC$247.0K0.22%
IHT Wealth Management, LLC$236.5K0.01%
Golden State Wealth Management, LLC$231.7K0.03%
Keystone Financial Group$223.7K0.02%
EverSource Wealth Advisors, LLC$177.9K0.01%
PRIVATE TRUST CO NA$97.3K0.01%
NewEdge Advisors, LLC$86.2K0.00%
Steward Partners Investment Advisory, LLC$70.8K0.00%
FMR LLC$55.2K0.00%
MAI Capital Management$54.8K0.00%
JPMORGAN CHASE & CO$36.9K0.00%
ALBION FINANCIAL GROUP /UT$22.4K0.00%
US BANCORP \DE\$18.9K0.00%
SIGNATUREFD, LLC$18.3K0.00%
LRI Investments, LLC$17.4K0.00%
KELLEHER FINANCIAL ADVISORS$10.4K0.00%
VANGUARD ADVISERS INC$4.6K0.00%
ROTHSCHILD INVESTMENT LLC$4.5K0.00%
Russell Investments Group, Ltd.$1.1K0.00%
ASSETMARK, INC$75.00.00%
HIGHLINE WEALTH PARTNERS LLC$10.00.00%
Institutions Holding CDL (61 holders) | AlphaSMO