CMF institutional holders

ISHARES TR · 13F, 2026Q2

Managers holding354
Shares held53,928,101
Reported value$3.1bn
Quarter flows36 new, 165 added, 87 trimmed, 33 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
CHARLES SCHWAB INVESTMENT MANAGEMENT INC9,795,528$564.6m0.1%
Wealthfront Advisers LLC7,276,324$419.4m0.8%
BANK OF AMERICA CORP /DE/1,975,540$113.9m0.0%
MORGAN STANLEY1,936,419$111.6m0.0%
Facet Wealth, Inc.1,750,409$100.9m1.4%
FMR LLC1,742,213$100.4m0.0%
EP Wealth Advisors, LLC1,691,400$97.5m0.4%
SYON CAPITAL LLC1,395,697$80.4m3.5%
LPL Financial LLC1,310,854$75.6m0.0%
BAILARD, INC.1,213,415$69.9m1.4%
ENVESTNET ASSET MANAGEMENT INC1,118,263$64.5m0.0%
Mariner, LLC931,425$53.7m0.1%
BlackRock, Inc.865,882$49.9m0.0%
JPMORGAN CHASE & CO690,685$39.8m0.0%
WELLS FARGO & COMPANY/MN667,037$38.4m0.0%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC666,348$38.4m0.1%
MERCER GLOBAL ADVISORS INC /ADV624,565$36.0m0.0%
ROYAL BANK OF CANADA510,220$29.4m0.0%
UBS Group AG503,444$29.0m0.0%
GUGGENHEIM CAPITAL LLC477,670$27.5m0.2%
Focus Partners Wealth455,178$26.2m0.0%
ASSETMARK, INC436,085$25.1m0.0%
Cerity Partners LLC390,584$22.5m0.0%
West Wealth Group, LLC384,830$22.2m3.6%
CAPTRUST FINANCIAL ADVISORS378,084$21.8m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("CMF"). CMF price history · All 13F data

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