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Institutions Holding CDX (86 holders)

86 institutions currently hold CDX, ranked below by position value.

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Key HoldersTotal ValueAvg Weight
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$38.9M0.79%
ENVESTNET ASSET MANAGEMENT INC$31.9M0.01%
AE Wealth Management LLC$27.0M0.15%
Altiora Financial Group, LLC$19.2M3.16%
Park Edge Advisors, LLC$16.1M3.72%
Insight Wealth Strategies, LLC$14.5M1.62%
LPL Financial LLC$12.5M0.00%
DRIVE WEALTH MANAGEMENT, LLC$8.5M1.79%
PRINCIPAL SECURITIES, INC.$8.1M0.12%
NewEdge Wealth, LLC$7.9M0.09%
Orion Porfolio Solutions, LLC$7.1M0.06%
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$6.7M1.14%
Meridian Wealth Management, LLC$6.6M0.23%
Prime Capital Investment Advisors, LLC$6.5M0.08%
FLAGSHIP HARBOR ADVISORS, LLC$6.1M0.27%
OSAIC HOLDINGS, INC.$5.2M0.01%
Envestnet Portfolio Solutions, Inc.$5.2M0.03%
Mid-American Wealth Advisory Group, Inc.$4.7M1.98%
Security National Bank$4.7M0.68%
ADAPT WEALTH ADVISORS, LLC$4.6M1.66%
Focus Partners Wealth$4.2M0.00%
COMMONWEALTH EQUITY SERVICES, LLC$4.0M0.01%
WCG Wealth Advisors LLC$3.7M0.10%
Soltis Investment Advisors LLC$3.7M0.23%
Steward Partners Investment Advisory, LLC$3.1M0.02%
FIFTH THIRD SECURITIES, INC.$2.8M0.18%
Kingsview Wealth Management, LLC$2.7M0.04%
Pekin Hardy Strauss, Inc.$2.6M0.27%
CITADEL ADVISORS LLC$2.3M0.00%
Independent Wealth Advisors LLC$2.2M2.15%
GOLDMAN SACHS GROUP INC$2.1M0.00%
Centennial Wealth Advisory LLC$2.1M0.51%
Almanack Investment Partners, LLC.$1.9M0.31%
Janney Montgomery Scott LLC$1.5M0.00%
SILVER OAK SECURITIES, INCORPORATED$1.3M0.10%
STEPHENS INC /AR/$1.3M0.02%
Advisory Services Network, LLC$1.3M0.02%
RFG Advisory, LLC$1.2M0.02%
Summit Financial, LLC$1.1M0.01%
Private Advisor Group, LLC$1.1M0.01%
TD Waterhouse Canada Inc.$1.0M0.00%
CIBC WORLD MARKET INC.$983.8K0.00%
MML INVESTORS SERVICES, LLC$919.4K0.00%
Retirement Planning Group, LLC$878.7K0.03%
NewEdge Advisors, LLC$861.4K0.04%
CreativeOne Wealth, LLC$680.9K0.02%
Belpointe Asset Management LLC$672.4K0.02%
Cooper Financial Group$640.7K0.06%
Advisor Resource Council$625.5K0.20%
Ankerstar Wealth, LLC$592.6K0.63%
Worth Asset Management, LLC$564.6K0.21%
Cambridge Investment Research Advisors, Inc.$516.0K0.00%
MATHER GROUP, LLC.$460.5K0.00%
PARK AVENUE SECURITIES LLC$451.0K0.00%
Fortis Capital Advisors, LLC$429.1K0.06%
LaSalle St. Investment Advisors, LLC$405.7K0.06%
Kestra Advisory Services, LLC$391.4K0.00%
WealthCare Asset Management, LLC$358.5K0.38%
Trajan Wealth LLC$311.2K0.01%
Heck Capital Advisors, LLC$302.5K0.02%
GFS Advisors, LLC$258.7K0.03%
MBA Advisors LLC$246.4K0.09%
HighTower Advisors, LLC$243.3K0.00%
BayBridge Capital Group, LLC$227.5K0.14%
Triumph Capital Management$210.6K0.04%
Cetera Investment Advisers$204.0K0.00%
CWM, LLC$194.3K0.00%
PNC FINANCIAL SERVICES GROUP, INC.$172.9K0.00%
Realta Investment Advisors$172.4K0.06%
NBC SECURITIES, INC.$77.0K0.01%
UBS Group AG$36.2K0.00%
Ascentis Independent Advisors$14.3K0.00%
WELLS FARGO & COMPANY/MN$11.8K0.00%
Global Trust Asset Management, LLC$10.7K0.00%
STANCE CAPITAL LLC$9.7K0.00%
Signature Equity Partners, LLC$6.0K0.00%
Clearstead Advisors, LLC$5.9K0.00%
HANTZ FINANCIAL SERVICES, INC.$5.0K0.00%
ASSETMARK, INC$2.4K0.00%
MORGAN STANLEY$2.0K0.00%
Quest 10 Wealth Builders, Inc.$1.6K0.00%
Geneos Wealth Management Inc.$1.6K0.00%
Elevated Capital Advisors, LLC$860.00.00%
HARBOUR INVESTMENTS, INC.$534.00.00%
Farther Finance Advisors, LLC$450.00.00%
Larson Financial Group LLC$9.00.00%