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Institutions Holding FAD (98 holders)

98 institutions currently hold FAD, ranked below by position value.

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Key HoldersTotal ValueAvg Weight
MORGAN STANLEY$38.5M0.00%
LPL Financial LLC$31.5M0.01%
WELLS FARGO & COMPANY/MN$27.8M0.01%
RAYMOND JAMES FINANCIAL INC$14.9M0.00%
COMMONWEALTH EQUITY SERVICES, LLC$9.7M0.01%
GOLDMAN SACHS GROUP INC$7.9M0.00%
TRUIST FINANCIAL CORP$7.8M0.01%
OSAIC HOLDINGS, INC.$7.2M0.01%
Plotkin Financial Advisors, LLC$7.1M3.57%
BANK OF AMERICA CORP /DE/$6.6M0.00%
ROYAL BANK OF CANADA$5.4M0.00%
Kestra Advisory Services, LLC$5.0M0.02%
RPg Family Wealth Advisory, LLC$4.8M1.01%
SUSQUEHANNA INTERNATIONAL GROUP, LLP$4.7M0.00%
JONES FINANCIAL COMPANIES LLLP$4.6M0.00%
Synergy Investment Management, LLC$4.5M1.48%
WEDBUSH SECURITIES INC$4.0M0.12%
Wealth Management Partners, LLC$4.0M1.13%
ENVESTNET ASSET MANAGEMENT INC$3.9M0.00%
Creative Planning$3.9M0.00%
Cambridge Investment Research Advisors, Inc.$3.7M0.01%
Geneos Wealth Management Inc.$3.7M0.09%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$3.3M0.00%
UBS Group AG$2.8M0.00%
Private Advisor Group, LLC$2.3M0.01%
Cetera Investment Advisers$2.2M0.00%
Baird Financial Group, Inc.$2.2M0.00%
WCG Wealth Advisors LLC$2.2M0.06%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$2.2M0.26%
MGO ONE SEVEN LLC$2.1M0.04%
STIFEL FINANCIAL CORP$2.1M0.00%
Proactive Wealth Strategies LLC$1.7M0.32%
Stonebridge Financial Planning Group, LLC$1.7M0.61%
FIFTH THIRD SECURITIES, INC.$1.6M0.11%
626 Financial, LLC$1.5M0.67%
Stonebridge Financial Group, LLC / MO$1.5M1.26%
J.W. COLE ADVISORS, INC.$1.4M0.05%
Advyzon Investment Management, LLC$1.4M0.12%
Nova Wealth Management, Inc.$1.0M0.68%
WILLNER & HELLER, LLC$1.0M0.77%
Certified Advisory Corp$1.0M0.09%
IFP Advisors, Inc$1.0M0.02%
Golden State Wealth Management, LLC$803.0K0.09%
INDEPENDENT FINANCIAL GROUP, LLC$790.0K0.02%
Apeiron RIA LLC$770.9K0.18%
TrueWealth Advisors, LLC$750.9K0.19%
Sanctuary Advisors, LLC$660.9K0.00%
Gateway Wealth Partners, LLC$546.1K0.02%
Merit Financial Group, LLC$532.9K0.00%
Aviance Capital Partners, LLC$472.8K0.06%
OPPENHEIMER & CO INC$454.8K0.01%
NWAM LLC$445.2K0.03%
MML INVESTORS SERVICES, LLC$430.4K0.00%
L. Roy Papp & Associates, LLP$412.6K0.05%
Belpointe Asset Management LLC$386.2K0.01%
Fortis Capital Advisors, LLC$386.2K0.05%
QTR Family Wealth, LLC$380.6K0.16%
Parkway Wealth Management Group, LLC$324.8K0.04%
Janney Montgomery Scott LLC$307.0K0.00%
PFG Advisors$299.6K0.01%
HARBOUR INVESTMENTS, INC.$297.7K0.00%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$260.5K0.00%
Clearstead Advisors, LLC$259.5K0.00%
1ST SOURCE BANK$255.2K0.01%
TCFG Investment Advisors, LLC$240.0K0.09%
TCFG WEALTH MANAGEMENT, LLC$240.0K0.09%
TRUEFG, LLC$234.3K0.06%
Equitable Holdings, Inc.$232.4K0.00%
OneDigital Investment Advisors LLC$216.0K0.00%
THOROUGHBRED FINANCIAL SERVICES, LLC$214.0K0.01%
Ethos Financial Group, LLC$212.2K0.02%
Farther Finance Advisors, LLC$209.6K0.00%
Serenity Investment Advisors$200.4K0.09%
CWM, LLC$142.6K0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$142.3K0.01%
Rockefeller Capital Management L.P.$131.8K0.00%
Smartleaf Asset Management LLC$114.8K0.00%
Advocate Investing Services LLC$69.0K0.06%
Sound Income Strategies, LLC$67.0K0.00%
US BANCORP \DE\$61.8K0.00%
FMR LLC$58.8K0.00%
Cullen/Frost Bankers, Inc.$50.4K0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV$48.3K0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$38.6K0.00%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$36.7K0.02%
Allworth Financial LP$31.8K0.00%
NBC SECURITIES, INC.$27.0K0.00%
Godfrey Financial Associates, Inc.$23.4K0.02%
N.E.W. Advisory Services LLC$21.9K0.00%
BLAIR WILLIAM & CO/IL$18.3K0.00%
BlackRock, Inc.$16.4K0.00%
FIFTH THIRD BANCORP$14.0K0.00%
Blue Trust, Inc.$13.4K0.00%
Arax Advisory Partners$9.3K0.00%
CITIGROUP INC$7.9K0.00%
Legacy Wealth Managment, LLC/ID$7.3K0.00%
Steward Partners Investment Advisory, LLC$2.5K0.00%
Russell Investments Group, Ltd.$954.00.00%
Institutions Holding FAD (98 holders) | AlphaSMO