Who Owns CVS Caremark Corp (DFAC)? -- Institutional Holders (2026-06-30)

1,251 institutions reported holding $38.29B of CVS Caremark Corp (DFAC) in SEC 13F filings for 2026-06-30. Largest institutional holders: MERCER GLOBAL ADVISORS INC /ADV ($3.25B), Forum Financial Management, LP ($1.89B), Focus Partners Wealth ($1.87B), LPL Financial LLC ($822.1M), Focus Partners Advisor Solutions, LLC ($781.1M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MERCER GLOBAL ADVISORS INC /ADV$3.25B73.2MAdded
2Forum Financial Management, LP$1.89B42.6MAdded
3Focus Partners Wealth$1.87B42.1MTrimmed
4LPL Financial LLC$822.1M18.5MAdded
5Focus Partners Advisor Solutions, LLC$781.1M17.6MTrimmed
6Apella Capital, LLC$713.4M16.1MAdded
7ENVESTNET ASSET MANAGEMENT INC$612.7M13.8MAdded
8Savant Capital, LLC$603.6M13.6MAdded
9Greenspring Advisors, LLC$560.7M12.6MTrimmed
10Rockwood Wealth Management, LLC$547.3M12.3MAdded
11SJS Investment Consulting Inc.$416.0M9.4MAdded
12Geometric Wealth Advisors$401.7M9.1MAdded
13COMMONWEALTH EQUITY SERVICES, LLC$371.2M8.4MAdded
14Plancorp, LLC$349.9M7.9MTrimmed
15Wealthspire Advisors, LLC$334.9M7.5MAdded
16MONOGRAPH WEALTH ADVISORS, LLC$313.4M7.1MAdded
17Symmetry Partners, LLC$297.5M6.7MAdded
18Allworth Financial LP$286.7M6.5MTrimmed
19BANK OF AMERICA CORP /DE/$263.9M5.9MAdded
20Beacon Pointe Advisors, LLC$261.1M5.9MTrimmed
21TFO Wealth Partners, LLC$253.4M5.7MAdded
22ASSETMARK, INC$249.9M5.6MAdded
23Capstone Financial Advisors, Inc.$245.9M5.5MTrimmed
24RAYMOND JAMES FINANCIAL INC$238.7M5.4MAdded
25HighTower Advisors, LLC$232.9M5.2MTrimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30