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Institutions Holding CTA (236 holders)

236 institutions currently hold CTA, ranked below by position value.

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Key HoldersTotal ValueAvg Weight
BANK OF AMERICA CORP /DE/$135.0M0.01%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$59.8M0.12%
Boothe Investment Group, Inc.$52.6M16.91%
Concurrent Investment Advisors, LLC$44.3M0.48%
CITIGROUP INC$40.7M0.02%
ENVESTNET ASSET MANAGEMENT INC$38.5M0.01%
LPL Financial LLC$31.8M0.01%
Independence Wealth Advisors, LLC$28.8M15.33%
AE Wealth Management LLC$28.4M0.15%
UBS Group AG$24.5M0.00%
IAG Wealth Partners, LLC$24.0M2.68%
HighTower Advisors, LLC$20.7M0.02%
Altiora Financial Group, LLC$19.1M3.14%
ASSETMARK, INC$15.9M0.03%
Pasadena Private Wealth, LLC$15.8M2.19%
ABBINGTON INVESTMENT GROUP$15.5M9.01%
Beaumont Financial Advisors, LLC$15.1M1.04%
&PARTNERS$14.8M0.07%
Fielder Capital Group LLC$14.1M3.08%
MML INVESTORS SERVICES, LLC$13.2M0.04%
PEAK FINANCIAL ADVISORS LLC$13.0M5.76%
Orion Porfolio Solutions, LLC$12.8M0.11%
New York Life Investment Management LLC$12.2M0.10%
Ferguson Shapiro LLC$12.2M3.71%
Deane Retirement Strategies, Inc.$12.1M4.86%
OmniStar Financial Group, Inc.$11.9M6.18%
TRUIST FINANCIAL CORP$11.5M0.02%
RAYMOND JAMES FINANCIAL INC$11.3M0.00%
Compound Planning, Inc.$11.2M0.34%
Cambridge Investment Research Advisors, Inc.$10.7M0.03%
Beacon Capital Management, Inc.$10.5M0.59%
THEORY FINANCIAL LLC$10.2M3.59%
Elevated Capital Advisors, LLC$10.1M2.55%
COWA, LLC$9.1M2.46%
WELLS FARGO & COMPANY/MN$8.6M0.00%
Aspen Wealth Strategies, LLC$7.9M4.22%
Atria Investments, Inc$6.9M0.08%
Philip James Wealth Mangement, LLC$6.5M0.75%
Kestra Advisory Services, LLC$6.3M0.02%
Longview Financial Advisors, Inc.$6.2M3.81%
Belpointe Asset Management LLC$6.1M0.22%
CSS LLC/IL$5.9M0.28%
OSAIC HOLDINGS, INC.$5.8M0.01%
MORGAN STANLEY$5.7M0.00%
CWM, LLC$5.7M0.01%
MAI Capital Management$5.5M0.03%
Key Capital Management, INC$5.5M3.64%
Clark Capital Management Group, Inc.$5.2M0.03%
Brookwood Investment Group LLC$5.2M0.64%
STIFEL FINANCIAL CORP$5.0M0.00%
NorthCrest Asset Manangement, LLC$4.9M0.15%
CreativeOne Wealth, LLC$4.9M0.11%
MONEY CONCEPTS CAPITAL CORP$4.6M0.26%
Simplify Asset Management Inc.$4.6M0.07%
HOWARD BAILEY SECURITIES, LLC$4.2M1.73%
PMV Capital Advisers, LLC$4.2M7.04%
Fiduciary Alliance LLC$4.2M0.25%
Upper Left Wealth Management, LLC$4.0M2.37%
Waterloo Capital, L.P.$3.9M0.27%
Clear Creek Financial Management, LLC$3.9M0.30%
Cumberland Partners Ltd$3.8M0.29%
Private Advisor Group, LLC$3.8M0.02%
TriaGen Wealth Management LLC$3.6M0.98%
Dynamic Advisor Solutions LLC$3.6M0.11%
FINANCIAL DISCOVERY GROUP INC$3.5M8.23%
Western Wealth Management, LLC$3.5M0.13%
B.O.S.S. Retirement Advisors, LLC$3.3M1.01%
Sanctuary Advisors, LLC$3.3M0.02%
Sound Financial Strategies Group, LLC$3.1M2.15%
FSA Advisors, Inc.$3.0M1.99%
Apollon Wealth Management, LLC$3.0M0.05%
Cambria Investment Management, L.P.$2.9M0.16%
Encompass More Asset Management$2.9M0.49%
Stratos Investment Management, LLC$2.9M0.11%
Steward Partners Investment Advisory, LLC$2.8M0.01%
Almanack Investment Partners, LLC.$2.6M0.44%
ROYAL BANK OF CANADA$2.5M0.00%
Vise Technologies, Inc.$2.5M0.05%
Wealthcare Advisory Partners LLC$2.5M0.05%
Empirical Asset Management, LLC$2.4M0.63%
Beacon Capital Management, LLC$2.4M0.42%
Pekin Hardy Strauss, Inc.$2.4M0.25%
MANNING & NAPIER ADVISORS LLC$2.3M0.03%
Professional Financial Advisors, LLC$2.3M0.47%
R. W. Roge & Company, Inc.$2.3M1.10%
Authentikos Wealth Advisory, LLC$2.3M1.54%
RETIREMENT GUYS FORMULA LLC$2.2M1.03%
Collaborative Fund Advisors, LLC$2.2M1.37%
Baird Financial Group, Inc.$2.0M0.00%
Farther Finance Advisors, LLC$2.0M0.02%
EXCHANGE TRADED CONCEPTS, LLC$2.0M0.01%
BANK OF NOVA SCOTIA$2.0M0.00%
Latitude Advisors, LLC$2.0M0.91%
Austin Wealth Management, LLC$1.9M0.44%
Proficio Capital Partners LLC$1.9M0.10%
Wealth Enhancement Trust Services, Inc.$1.9M0.23%
CAPITAL FINANCIAL GROUP INC\CO\ /ADV$1.8M1.01%
Optivise Advisory Services LLC$1.8M1.10%
Mariner, LLC$1.8M0.00%
Darwin Wealth Management, LLC$1.8M0.56%
Foundations Investment Advisors, LLC$1.8M0.02%
FMA Wealth Management, LLC$1.7M1.15%
Blackston Financial Advisory Group, LLC$1.7M1.05%
RFG Advisory, LLC$1.7M0.03%
Ascentis Wealth Management, LLC$1.7M0.33%
Sharp Wealth Advisory, LLC$1.6M0.80%
Delta Investment Management, LLC$1.5M0.28%
Arrowroot Family Office, LLC$1.5M0.49%
Integrated Wealth Concepts LLC$1.4M0.01%
PRINCIPAL SECURITIES, INC.$1.4M0.02%
Andina Capital Management, LLC$1.3M1.19%
Fermata Advisors, LLC$1.3M0.30%
CITADEL ADVISORS LLC$1.3M0.00%
Magnolia Private Wealth, LLC$1.3M0.88%
Roan Capital Partners$1.3M1.19%
GREAT VALLEY ADVISOR GROUP, INC.$1.3M0.02%
PFG Investments, LLC$1.2M0.06%
Networth Advisors, LLC$1.2M0.87%
Betterment LLC$1.2M0.00%
SECURED RETIREMENT ADVISORS, LLC$1.2M0.66%
Aries Wealth Management$1.2M0.26%
Legacy Capital Group California, Inc.$1.1M0.41%
Global View Capital Management LLC$1.1M0.29%
MATHER GROUP, LLC.$990.9K0.01%
Advisory Services Network, LLC$979.2K0.01%
Global Wealth Strategies & Associates$963.3K0.24%
NWAM LLC$934.3K0.05%
ENTREWEALTH, LLC$888.9K0.40%
COMMONWEALTH EQUITY SERVICES, LLC$834.1K0.00%
WCG Wealth Advisors LLC$818.6K0.02%
Financial Enhancement Group LLC$784.7K0.10%
Worth Asset Management, LLC$766.6K0.29%
First Business Financial Services, Inc.$730.7K0.06%
Ignite Planners, LLC$723.6K0.11%
INDEPENDENT FINANCIAL GROUP, LLC$718.4K0.02%
Hilltop Holdings Inc.$702.0K0.06%
NATIONAL BANK OF CANADA /FI/$686.3K0.00%
Cambridge Advisors Inc.$639.3K0.12%
INTEGRITY ALLIANCE, LLC.$638.2K0.02%
SHP Wealth Management$628.5K0.05%
GWN SECURITIES INC.$622.0K0.12%
City Center Advisors, LLC$621.1K0.57%
Signet Private Wealth LLC$614.6K0.59%
Insight Wealth Strategies, LLC$594.9K0.07%
Prime Capital Investment Advisors, LLC$586.8K0.01%
Independent Advisor Alliance$573.1K0.01%
KENNEDY INVESTMENT GROUP, INC.$551.3K0.22%
Ausdal Financial Partners, Inc.$535.5K0.02%
Luminist Capital LLC$529.9K0.70%
Tidal Investments LLC$525.7K0.00%
Institutions Holding CTA (236 holders) | AlphaSMO