We are live on ! Find out more
CMBS icon

iShares CMBS ETF
CMBS

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$39.5M +$298K +5,568 +0.8%
Charles Schwab
2
Charles Schwab
California
$31.8M +$31.8M +592,899 New
DJSG
3
D.J. St. Germain
Massachusetts
$23M +$1.24M +23,072 +6%
Bank of America
4
Bank of America
North Carolina
$18.9M -$5.47M -102,158 -23%
GC
5
Guggenheim Capital
Illinois
$17.5M +$2.63M +49,086 +18%
LPL Financial
6
LPL Financial
California
$15.5M +$9.31M +173,904 +152%
UBS Group
7
UBS Group
Switzerland
$13.2M -$922K -17,217 -7%
ACM
8
Advisors Capital Management
New Jersey
$11.5M +$6.7M +125,062 +139%
WAP
9
Wealthcare Advisory Partners
Pennsylvania
$11.4M +$11.4M +212,665 +817,942%
Wells Fargo
10
Wells Fargo
California
$8.62M +$1.48M +27,661 +21%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$7.59M +$3.64M +67,961 +92%
HH
12
Hilltop Holdings
Texas
$3.51M +$499K +9,321 +17%
BlackRock
13
BlackRock
New York
$2.52M -$2.45M -45,734 -49%
FIM
14
Freedom Investment Management
Connecticut
$2.29M -$440K -8,211 -16%
Franklin Resources
15
Franklin Resources
California
$2.28M +$121K +2,250 +6%
CA
16
Cetera Advisors
Colorado
$2.1M +$501K +9,356 +31%
AWM
17
AE Wealth Management
Kansas
$2.1M +$2.09M +39,053 New
SS
18
Simplicity Solutions
Minnesota
$2.06M +$2.06M +38,416 New
HCA
19
Heck Capital Advisors
Wisconsin
$2.01M +$2M +37,378 New
GFPC
20
Global Financial Private Capital
Florida
$1.54M -$47.7K -891 -3%
CG
21
Colony Group
Massachusetts
$1.27M -$101K -1,889 -7%
Osaic Holdings
22
Osaic Holdings
Arizona
$1.23M +$1.22M +22,798 New
GL
23
Graypoint LLC
New York
$1.06M +$1.06M +19,838 New
BWA
24
Beam Wealth Advisors
Louisiana
$907K +$905K +16,898 New
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$905K +$3.37K +63 +0.4%
1
2 3