CMF

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$56.59

-0.15 (-0.26%)

USD · as of 2026-07-29 · marketstack

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Institutional ownership· 13F filers holding CMF · 2026-Q1 methodology → sources →

348 holders

% of shares outstanding held

—

Shares held (13F)

50,405,854

Reporting holders

348

Top holders

largest 100 of 348 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	8,496,8088.5M	$483M	—	—
2	Wealthfront Advisers LLC	6,199,7216.2M	$353M	—	ADD 21%
3	MORGAN STANLEY	1,872,7231.9M	$106M	—	ADD 5%
4	BANK OF AMERICA CORP /DE/	1,836,8741.8M	$104M	—	TRIM -5%
5	FMR LLC	1,807,0291.8M	$103M	—	TRIM -5%
6	Facet Wealth, Inc.	1,581,0741.6M	$90M	—	ADD 6%
7	SYON CAPITAL LLC	1,352,1281.4M	$77M	—	ADD 18%
8	BAILARD, INC.	1,234,6061.2M	$70M	—	TRIM -14%
9	EP Wealth Advisors, LLC	1,180,8991.2M	$67M	—	—
10	LPL Financial LLC	1,147,5931.1M	$65M	—	ADD 16%
11	ENVESTNET ASSET MANAGEMENT INC	1,021,0591.0M	$58M	—	ADD 88%
12	Mariner, LLC	918,584918,584	$52M	—	—
13	BlackRock, Inc.	882,814882,814	$50M	—	ADD 272%
14	JPMORGAN CHASE & CO	681,794681,794	$39M	—	ADD 4%
15	TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	663,621663,621	$38M	—	NEW
16	WELLS FARGO & COMPANY/MN	657,464657,464	$37M	—	ADD 8%
17	MERCER GLOBAL ADVISORS INC /ADV	657,171657,171	$37M	—	ADD 20%
18	UBS Group AG	531,875531,875	$30M	—	—
19	ROYAL BANK OF CANADA	471,638471,638	$27M	—	ADD 5%
20	Opes Wealth Management LLC	467,978467,978	$27M	—	ADD 7%
21	Beacon Pointe Advisors, LLC	411,658411,658	$23M	—	ADD 256%
22	Focus Partners Wealth	404,359404,359	$23M	—	ADD 18%
23	Manhattan West Asset Management, LLC	397,775397,775	$23M	—	ADD 9%
24	GUGGENHEIM CAPITAL LLC	396,010396,010	$23M	—	ADD 35%
25	ASSETMARK, INC	391,733391,733	$22M	—	ADD 5%
26	ALLIANCEBERNSTEIN L.P.	366,339366,339	$21M	—	ADD 8%
27	Cetera Investment Advisers	368,508368,508	$21M	—	TRIM -3%
28	Steward Partners Investment Advisory, LLC	358,790358,790	$20M	—	—
29	FIRST FOUNDATION ADVISORS	356,732356,732	$20M	—	TRIM -3%
30	CAPTRUST FINANCIAL ADVISORS	356,431356,431	$20M	—	—
31	West Wealth Group, LLC	331,806331,806	$19M	—	ADD 21%
32	Cerity Partners LLC	331,070331,070	$19M	—	ADD 32%
33	RWA WEALTH PARTNERS, LLC	312,546312,546	$18M	—	—
34	SEI INVESTMENTS CO	308,912308,912	$18M	—	—
35	Affinity Capital Advisors, LLC	293,236293,236	$17M	—	ADD 9%
36	Orin Green Financial, LLC	287,164287,164	$16M	—	TRIM -6%
37	Slow Capital, Inc.	278,292278,292	$16M	—	—
38	Creative Planning	277,418277,418	$16M	—	ADD 26%
39	MYECFO, LLC	262,542262,542	$15M	—	ADD 5%
40	Rinkey Investments	258,963258,963	$15M	—	ADD 34%
41	RiverFront Investment Group, LLC	244,554244,554	$14M	—	ADD 54%
42	AMERIPRISE FINANCIAL INC	243,494243,494	$14M	—	TRIM -6%
43	Betterment LLC	242,057242,057	$14M	—	ADD 5%
44	Apella Capital, LLC	212,510212,510	$12M	—	ADD 239%
45	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	206,115206,115	$12M	—	ADD 46%
46	Navalign, LLC	200,894200,894	$11M	—	ADD 7%
47	Atlas Legacy Advisors, LLC	198,262198,262	$11M	—	TRIM -7%
48	Brio Consultants, LLC	197,127197,127	$11M	—	—
49	Pure Financial Advisors, LLC	195,635195,635	$11M	—	ADD 3%
50	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	192,029192,029	$11M	—	ADD 16%
51	JANE STREET GROUP, LLC	172,581172,581	$10M	—	ADD 22%
52	JONES FINANCIAL COMPANIES LLLP	162,761162,761	$9M	—	ADD 32%
53	Financial Connections Group, Inc.	153,857153,857	$9M	—	TRIM -2%
54	BANK OF MONTREAL /CAN/	150,685150,685	$9M	—	—
55	RAYMOND JAMES FINANCIAL INC	144,709144,709	$8M	—	TRIM -6%
56	Wedmont Private Capital	142,044142,044	$8M	—	TRIM -10%
57	Sanctuary Advisors, LLC	129,377129,377	$7M	—	ADD 7%
58	Farther Finance Advisors, LLC	128,029128,029	$7M	—	TRIM -3%
59	COMMONWEALTH EQUITY SERVICES, LLC	126,007126,007	$7M	—	—
60	OneDigital Investment Advisors LLC	124,682124,682	$7M	—	—
61	Garde Capital, Inc.	118,101118,101	$7M	—	NEW
62	HighTower Advisors, LLC	113,692113,692	$6M	—	ADD 75%
63	CWM, LLC	112,944112,944	$6M	—	TRIM -12%
64	FIRST AMERICAN TRUST, FSB	110,938110,938	$6M	—	TRIM -3%
65	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	103,080103,080	$6M	—	ADD 6%
66	Stonehage Fleming Financial Services Holdings Ltd	102,100102,100	$6M	—	ADD 64%
67	Compound Planning, Inc.	99,86199,861	$6M	—	ADD 17%
68	THRYVE WEALTH MANAGEMENT LLC	97,93897,938	$6M	—	TRIM -3%
69	DEUTSCHE BANK AG\	96,38096,380	$5M	—	—
70	Fullerton Advisors, LLC	95,03395,033	$5M	—	ADD 9%
71	Client First Capital LLC	92,57892,578	$5M	—	—
72	NDWM LLC	90,58090,580	$5M	—	ADD 12%
73	MML INVESTORS SERVICES, LLC	90,38490,384	$5M	—	TRIM -13%
74	Ducere Wealth Management LLC	90,27290,272	$5M	—	TRIM -7%
75	Freestone Capital Holdings, LLC	86,87486,874	$5M	—	ADD 12%
76	Ballast Rock Private Wealth LLC	84,56884,568	$5M	—	ADD 111%
77	Gerber Kawasaki Wealth & Investment Management	83,50683,506	$5M	—	ADD 103%
78	Columbia Bank	81,42681,426	$5M	—	—
79	Valmark Advisers, Inc.	80,66980,669	$5M	—	ADD 43%
80	Elmwood Wealth Management, Inc.	77,91677,916	$4M	—	ADD 15%
81	Prime Capital Investment Advisors, LLC	75,77175,771	$4M	—	ADD 3%
82	Integrated Advisors Network LLC	74,45974,459	$4M	—	NEW
83	CHOREO, LLC	73,53473,534	$4M	—	—
84	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	70,85070,850	$4M	—	ADD 14%
85	FIFTH THIRD BANCORP	70,00470,004	$4M	—	NEW
86	Sand Hill Global Advisors, LLC	69,96569,965	$4M	—	TRIM -7%
87	MISSION WEALTH MANAGEMENT, LP	69,47169,471	$4M	—	TRIM -7%
88	Westfuller Advisors, LLC	69,06469,064	$4M	—	ADD 6%
89	EHRLICH FINANCIAL GROUP	68,53368,533	$4M	—	—
90	SILVER OAK WEALTH ADVISORS SERVICES, LLC	66,53666,536	$4M	—	TRIM -28%
91	Summit Trail Advisors, LLC	65,71865,718	$4M	—	—
92	One Capital Management, LLC	62,54062,540	$4M	—	ADD 16%
93	Omega Financial Group, LLC	62,31162,311	$4M	—	TRIM -8%
94	STIFEL FINANCIAL CORP	61,82061,820	$4M	—	ADD 23%
95	Quantinno Capital Management LP	55,00255,002	$3M	—	ADD 15%
96	Warren Street Wealth Advisors, LLC	54,85954,859	$3M	—	—
97	LODESTAR PRIVATE ASSET MANAGEMENT LLC	54,53354,533	$3M	—	—
98	WHITTIER TRUST CO	54,43754,437	$3M	—	—
99	OSAIC HOLDINGS, INC.	53,86453,864	$3M	—	TRIM -66%
100	Heritage Wealth Management, Inc. /CA/	53,37853,378	$3M	—	ADD 9%

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

11.0M

10.3M

7.7M

8.4M

8.5M

$483M

Wealthfront Advisers LLC

6.8M

9.0M

8.6M

4.0M

5.1M

6.2M

$353M

MORGAN STANLEY

1.8M

1.9M

$106M

BANK OF AMERICA CORP /DE/

1.7M

1.3M

1.2M

1.6M

1.9M

1.8M

$104M

FMR LLC

5.5M

4.8M

2.4M

2.0M

1.9M

1.8M

$103M

Facet Wealth, Inc.

1.1M

1.0M

1.3M

1.4M

1.5M

1.6M

$90M

SYON CAPITAL LLC

—

1.3M

1.2M

1.1M

1.4M

$77M

BAILARD, INC.

1.1M

1.2M

1.3M

1.4M

1.2M

$70M

EP Wealth Advisors, LLC

1.4M

1.3M

1.2M

—

1.2M

$67M

LPL Financial LLC

826K

801K

843K

890K

989K

1.1M

$65M

ENVESTNET ASSET MANAGEMENT INC

485K

469K

520K

583K

543K

1.0M

$58M

Mariner, LLC

881K

849K

827K

877K

906K

919K

$52M

BlackRock, Inc.

373K

254K

228K

235K

238K

883K

$50M

JPMORGAN CHASE & CO

474K

493K

519K

1.1M

652K

682K

$39M

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

—

664K

$38M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	348	50,405,854	—	$2.9B
2025-Q4	335	47,114,112	—	$2.7B
2025-Q3	315	42,531,210	—	$2.4B
2025-Q2	318	48,930,723	—	$2.7B
2025-Q1	307	52,687,158	—	$3.0B
2024-Q4	300	50,958,544

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Institutional ownership· 13F filers holding CMF · 2026-Q1 methodology → sources →

348 holders

% of shares outstanding held

—

Shares held (13F)

50,405,854

Reporting holders

348

Top holders

largest 100 of 348 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	8,496,8088.5M	$483M	—	—
2	Wealthfront Advisers LLC	6,199,7216.2M	$353M	—	ADD 21%
3	MORGAN STANLEY	1,872,7231.9M	$106M	—	ADD 5%
4	BANK OF AMERICA CORP /DE/	1,836,8741.8M	$104M	—	TRIM -5%
5	FMR LLC	1,807,0291.8M	$103M	—	TRIM -5%
6	Facet Wealth, Inc.	1,581,0741.6M	$90M	—	ADD 6%
7	SYON CAPITAL LLC	1,352,1281.4M	$77M	—	ADD 18%
8	BAILARD, INC.	1,234,6061.2M	$70M	—	TRIM -14%
9	EP Wealth Advisors, LLC	1,180,8991.2M	$67M	—	—
10	LPL Financial LLC	1,147,5931.1M	$65M	—	ADD 16%
11	ENVESTNET ASSET MANAGEMENT INC	1,021,0591.0M	$58M	—	ADD 88%
12	Mariner, LLC	918,584918,584	$52M	—	—
13	BlackRock, Inc.	882,814882,814	$50M	—	ADD 272%
14	JPMORGAN CHASE & CO	681,794681,794	$39M	—	ADD 4%
15	TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	663,621663,621	$38M	—	NEW
16	WELLS FARGO & COMPANY/MN	657,464657,464	$37M	—	ADD 8%
17	MERCER GLOBAL ADVISORS INC /ADV	657,171657,171	$37M	—	ADD 20%
18	UBS Group AG	531,875531,875	$30M	—	—
19	ROYAL BANK OF CANADA	471,638471,638	$27M	—	ADD 5%
20	Opes Wealth Management LLC	467,978467,978	$27M	—	ADD 7%
21	Beacon Pointe Advisors, LLC	411,658411,658	$23M	—	ADD 256%
22	Focus Partners Wealth	404,359404,359	$23M	—	ADD 18%
23	Manhattan West Asset Management, LLC	397,775397,775	$23M	—	ADD 9%
24	GUGGENHEIM CAPITAL LLC	396,010396,010	$23M	—	ADD 35%
25	ASSETMARK, INC	391,733391,733	$22M	—	ADD 5%
26	ALLIANCEBERNSTEIN L.P.	366,339366,339	$21M	—	ADD 8%
27	Cetera Investment Advisers	368,508368,508	$21M	—	TRIM -3%
28	Steward Partners Investment Advisory, LLC	358,790358,790	$20M	—	—
29	FIRST FOUNDATION ADVISORS	356,732356,732	$20M	—	TRIM -3%
30	CAPTRUST FINANCIAL ADVISORS	356,431356,431	$20M	—	—
31	West Wealth Group, LLC	331,806331,806	$19M	—	ADD 21%
32	Cerity Partners LLC	331,070331,070	$19M	—	ADD 32%
33	RWA WEALTH PARTNERS, LLC	312,546312,546	$18M	—	—
34	SEI INVESTMENTS CO	308,912308,912	$18M	—	—
35	Affinity Capital Advisors, LLC	293,236293,236	$17M	—	ADD 9%
36	Orin Green Financial, LLC	287,164287,164	$16M	—	TRIM -6%
37	Slow Capital, Inc.	278,292278,292	$16M	—	—
38	Creative Planning	277,418277,418	$16M	—	ADD 26%
39	MYECFO, LLC	262,542262,542	$15M	—	ADD 5%
40	Rinkey Investments	258,963258,963	$15M	—	ADD 34%
41	RiverFront Investment Group, LLC	244,554244,554	$14M	—	ADD 54%
42	AMERIPRISE FINANCIAL INC	243,494243,494	$14M	—	TRIM -6%
43	Betterment LLC	242,057242,057	$14M	—	ADD 5%
44	Apella Capital, LLC	212,510212,510	$12M	—	ADD 239%
45	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	206,115206,115	$12M	—	ADD 46%
46	Navalign, LLC	200,894200,894	$11M	—	ADD 7%
47	Atlas Legacy Advisors, LLC	198,262198,262	$11M	—	TRIM -7%
48	Brio Consultants, LLC	197,127197,127	$11M	—	—
49	Pure Financial Advisors, LLC	195,635195,635	$11M	—	ADD 3%
50	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	192,029192,029	$11M	—	ADD 16%
51	JANE STREET GROUP, LLC	172,581172,581	$10M	—	ADD 22%
52	JONES FINANCIAL COMPANIES LLLP	162,761162,761	$9M	—	ADD 32%
53	Financial Connections Group, Inc.	153,857153,857	$9M	—	TRIM -2%
54	BANK OF MONTREAL /CAN/	150,685150,685	$9M	—	—
55	RAYMOND JAMES FINANCIAL INC	144,709144,709	$8M	—	TRIM -6%
56	Wedmont Private Capital	142,044142,044	$8M	—	TRIM -10%
57	Sanctuary Advisors, LLC	129,377129,377	$7M	—	ADD 7%
58	Farther Finance Advisors, LLC	128,029128,029	$7M	—	TRIM -3%
59	COMMONWEALTH EQUITY SERVICES, LLC	126,007126,007	$7M	—	—
60	OneDigital Investment Advisors LLC	124,682124,682	$7M	—	—
61	Garde Capital, Inc.	118,101118,101	$7M	—	NEW
62	HighTower Advisors, LLC	113,692113,692	$6M	—	ADD 75%
63	CWM, LLC	112,944112,944	$6M	—	TRIM -12%
64	FIRST AMERICAN TRUST, FSB	110,938110,938	$6M	—	TRIM -3%
65	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	103,080103,080	$6M	—	ADD 6%
66	Stonehage Fleming Financial Services Holdings Ltd	102,100102,100	$6M	—	ADD 64%
67	Compound Planning, Inc.	99,86199,861	$6M	—	ADD 17%
68	THRYVE WEALTH MANAGEMENT LLC	97,93897,938	$6M	—	TRIM -3%
69	DEUTSCHE BANK AG\	96,38096,380	$5M	—	—
70	Fullerton Advisors, LLC	95,03395,033	$5M	—	ADD 9%
71	Client First Capital LLC	92,57892,578	$5M	—	—
72	NDWM LLC	90,58090,580	$5M	—	ADD 12%
73	MML INVESTORS SERVICES, LLC	90,38490,384	$5M	—	TRIM -13%
74	Ducere Wealth Management LLC	90,27290,272	$5M	—	TRIM -7%
75	Freestone Capital Holdings, LLC	86,87486,874	$5M	—	ADD 12%
76	Ballast Rock Private Wealth LLC	84,56884,568	$5M	—	ADD 111%
77	Gerber Kawasaki Wealth & Investment Management	83,50683,506	$5M	—	ADD 103%
78	Columbia Bank	81,42681,426	$5M	—	—
79	Valmark Advisers, Inc.	80,66980,669	$5M	—	ADD 43%
80	Elmwood Wealth Management, Inc.	77,91677,916	$4M	—	ADD 15%
81	Prime Capital Investment Advisors, LLC	75,77175,771	$4M	—	ADD 3%
82	Integrated Advisors Network LLC	74,45974,459	$4M	—	NEW
83	CHOREO, LLC	73,53473,534	$4M	—	—
84	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	70,85070,850	$4M	—	ADD 14%
85	FIFTH THIRD BANCORP	70,00470,004	$4M	—	NEW
86	Sand Hill Global Advisors, LLC	69,96569,965	$4M	—	TRIM -7%
87	MISSION WEALTH MANAGEMENT, LP	69,47169,471	$4M	—	TRIM -7%
88	Westfuller Advisors, LLC	69,06469,064	$4M	—	ADD 6%
89	EHRLICH FINANCIAL GROUP	68,53368,533	$4M	—	—
90	SILVER OAK WEALTH ADVISORS SERVICES, LLC	66,53666,536	$4M	—	TRIM -28%
91	Summit Trail Advisors, LLC	65,71865,718	$4M	—	—
92	One Capital Management, LLC	62,54062,540	$4M	—	ADD 16%
93	Omega Financial Group, LLC	62,31162,311	$4M	—	TRIM -8%
94	STIFEL FINANCIAL CORP	61,82061,820	$4M	—	ADD 23%
95	Quantinno Capital Management LP	55,00255,002	$3M	—	ADD 15%
96	Warren Street Wealth Advisors, LLC	54,85954,859	$3M	—	—
97	LODESTAR PRIVATE ASSET MANAGEMENT LLC	54,53354,533	$3M	—	—
98	WHITTIER TRUST CO	54,43754,437	$3M	—	—
99	OSAIC HOLDINGS, INC.	53,86453,864	$3M	—	TRIM -66%
100	Heritage Wealth Management, Inc. /CA/	53,37853,378	$3M	—	ADD 9%

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

11.0M

10.3M

7.7M

8.4M

8.5M

$483M

Wealthfront Advisers LLC

6.8M

9.0M

8.6M

4.0M

5.1M

6.2M

$353M

MORGAN STANLEY

1.8M

1.9M

$106M

BANK OF AMERICA CORP /DE/

1.7M

1.3M

1.2M

1.6M

1.9M

1.8M

$104M

FMR LLC

5.5M

4.8M

2.4M

2.0M

1.9M

1.8M

$103M

Facet Wealth, Inc.

1.1M

1.0M

1.3M

1.4M

1.5M

1.6M

$90M

SYON CAPITAL LLC

—

1.3M

1.2M

1.1M

1.4M

$77M

BAILARD, INC.

1.1M

1.2M

1.3M

1.4M

1.2M

$70M

EP Wealth Advisors, LLC

1.4M

1.3M

1.2M

—

1.2M

$67M

LPL Financial LLC

826K

801K

843K

890K

989K

1.1M

$65M

ENVESTNET ASSET MANAGEMENT INC

485K

469K

520K

583K

543K

1.0M

$58M

Mariner, LLC

881K

849K

827K

877K

906K

919K

$52M

BlackRock, Inc.

373K

254K

228K

235K

238K

883K

$50M

JPMORGAN CHASE & CO

474K

493K

519K

1.1M

652K

682K

$39M

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

—

664K

$38M

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	348	50,405,854	—	$2.9B
2025-Q4	335	47,114,112	—	$2.7B
2025-Q3	315	42,531,210	—	$2.4B
2025-Q2	318	48,930,723	—	$2.7B
2025-Q1	307	52,687,158	—	$3.0B
2024-Q4	300	50,958,544

Short interest has its own tab now — open SI →

CMF☆

Institutional ownership· 13F filers holding CMF · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Institutional ownership· 13F filers holding CMF · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

CMF