αAlphaSMO

Institutions Holding CMBS (92 holders)

92 institutions currently hold CMBS, ranked below by position value.

View full stock page for CMBS

Key HoldersTotal ValueAvg Weight
UBS Group AG$80.7M0.01%
SYON CAPITAL LLC$25.7M1.29%
AE Wealth Management LLC$25.5M0.14%
LPL Financial LLC$25.4M0.01%
ARVEST INVESTMENTS, INC.$22.7M3.09%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$15.0M0.00%
HANCOCK WHITNEY CORP$14.1M0.24%
Prepared Retirement Institute LLC$12.5M6.21%
MORGAN STANLEY$12.0M0.00%
CENTRAL BANK & TRUST CO$9.4M1.48%
WELLS FARGO & COMPANY/MN$9.2M0.00%
PRUDENTIAL PLC$8.7M0.07%
OSAIC HOLDINGS, INC.$8.4M0.01%
BANK OF AMERICA CORP /DE/$7.9M0.00%
Cetera Investment Advisers$7.5M0.01%
RAYMOND JAMES FINANCIAL INC$5.5M0.00%
SCHMIDT P J INVESTMENT MANAGEMENT INC$4.7M0.79%
AMERIPRISE FINANCIAL INC$4.6M0.00%
CITADEL ADVISORS LLC$3.9M0.00%
Krilogy Financial LLC$3.5M0.11%
SYKON CAPITAL LLC$3.5M1.17%
Insight Wealth Partners, LLC$3.5M0.48%
Ocean Park Asset Management, LLC$3.1M0.18%
Pathstone Holdings, LLC$3.0M0.01%
GOLDMAN SACHS GROUP INC$3.0M0.00%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$3.0M0.01%
FRANKLIN RESOURCES INC$2.5M0.00%
ENVESTNET ASSET MANAGEMENT INC$2.3M0.00%
Beacon Pointe Advisors, LLC$2.0M0.01%
JONES FINANCIAL COMPANIES LLLP$1.9M0.00%
GUIDANCE CAPITAL, INC$1.7M0.38%
COMMONWEALTH EQUITY SERVICES, LLC$1.6M0.00%
Ethos Capital Management, Inc.$1.4M1.22%
FIRST TRUST ADVISORS LP$1.4M0.00%
Rosenberg Matthew Hamilton$1.3M0.27%
Palogic Value Management, L.P.$1.3M0.56%
JANE STREET GROUP, LLC$1.3M0.00%
Heck Capital Advisors, LLC$1.2M0.09%
GUGGENHEIM CAPITAL LLC$1.0M0.01%
Maia Wealth LLC$983.1K0.17%
FLOW TRADERS U.S. LLC$895.0K0.03%
Willis Johnson & Associates, Inc.$879.9K0.05%
Arete Wealth Advisors, LLC$792.8K0.06%
Advisory Alpha, LLC$757.6K0.02%
Cogent Private Wealth, Inc.$689.6K0.50%
MMA ASSET MANAGEMENT LLC$626.0K0.22%
&PARTNERS$622.7K0.00%
FIFTH THIRD BANCORP$610.2K0.00%
TOUNJIAN ADVISORY PARTNERS, LLC$593.9K0.21%
Bank of New York Mellon Corp$523.6K0.00%
City Center Advisors, LLC$495.5K0.46%
Cambridge Investment Research Advisors, Inc.$466.0K0.00%
Visionary Wealth Advisors$462.2K0.02%
Columbus Macro, LLC$445.7K0.05%
Hyundai Investments Co., Ltd.$430.6K0.49%
Elevated Capital Advisors, LLC$386.6K0.10%
ROYAL BANK OF CANADA$344.0K0.00%
Ridgewood Investments LLC$336.6K0.14%
Wealthcare Advisory Partners LLC$305.6K0.01%
Kestra Advisory Services, LLC$294.2K0.00%
IFP Advisors, Inc$269.4K0.01%
TRUIST FINANCIAL CORP$238.6K0.00%
Quantinno Capital Management LP$220.2K0.00%
JPMORGAN CHASE & CO$171.3K0.00%
MAI Capital Management$141.3K0.00%
HORIZON FINANCIAL SERVICES, LLC$116.2K0.05%
ST GERMAIN D J CO INC$78.6K0.00%
TIAA TRUST, NATIONAL ASSOCIATION$75.5K0.00%
Rockefeller Capital Management L.P.$72.5K0.00%
FMR LLC$54.7K0.00%
Aptus Capital Advisors, LLC$48.4K0.00%
GUARDIAN WEALTH ADVISORS, LLC / NC$48.4K0.00%
Wagner Wealth Management, LLC$44.4K0.01%
PRIVATE TRUST CO NA$41.3K0.00%
Ashton Thomas Private Wealth, LLC$40.2K0.00%
Capital Analysts, LLC$33.0K0.00%
Decker Retirement Planning Inc.$29.3K0.01%
Geneos Wealth Management Inc.$26.5K0.00%
Strengthening Families & Communities, LLC$22.1K0.01%
NATIONAL BANK OF CANADA /FI/$21.5K0.00%
Bogart Wealth, LLC$14.9K0.00%
Signature Equity Partners, LLC$14.5K0.01%
US BANCORP \DE\$9.7K0.00%
Quest 10 Wealth Builders, Inc.$7.7K0.01%
Jackson Hole Capital Partners, LLC$6.6K0.00%
Farther Finance Advisors, LLC$4.5K0.00%
Rossby Financial, LCC$3.7K0.00%
Qube Research & Technologies Ltd$2.2K0.00%
IMG Wealth Management, Inc.$1.6K0.00%
Arax Advisory Partners$976.00.00%
Cullen/Frost Bankers, Inc.$237.00.00%
Spurstone Advisory Services, LLC$97.00.00%