CCC Intelligent Solutions Holdings Inc. - CCC

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q1 2026 · Compare: Q4 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Showing first 300 of 448 rows for faster page load. Load all rows.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
VANGUARD GROUP INC History No change 67,130,007 533,683 0.01% 0.01% 1 0 0.0% Q4 2025 Jan 29, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 37,848,476 227,090 0.12% 0.15% 2 +1,189,466 3.24% Q1 2026 May 04, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 35,328,644 211,971 0.01% 3 +35,328,644 New Q1 2026 May 08, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 33,431,441 200,590 0.02% 0.03% 4 +3,605,541 12.09% Q1 2026 May 15, 2026
AKRE CAPITAL MANAGEMENT LLC History Added to 31,513,070 189,078 3.08% 2.16% 5 +6,676,086 26.88% Q1 2026 May 14, 2026
BlackRock, Inc. History Added to 29,916,389 179,498 0.0% 0.0% 6 +2,685,761 9.86% Q1 2026 May 13, 2026
WASATCH ADVISORS LP History Added to 28,231,760 169,390 1.12% 1.08% 7 +5,440,768 23.87% Q1 2026 Apr 21, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 25,968,897 155,813 0.0% 8 +25,968,897 New Q1 2026 May 15, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History Added to 18,684,957 112,109 1.62% 1.36% 9 +6,640,928 55.14% Q1 2026 May 13, 2026
Neuberger Berman Group LLC History Added to 17,293,272 103,759 0.08% 0.07% 10 +5,034,986 41.07% Q1 2026 May 14, 2026
MORGAN STANLEY History Added to 16,750,397 100,502 0.01% 0.01% 11 +4,516,930 36.92% Q1 2026 May 15, 2026
BROWN ADVISORY INC History Reduced 16,192,083 97,152 0.16% 0.22% 12 -3,582,889 -18.12% Q1 2026 May 15, 2026
BANK OF AMERICA CORP /DE/ History Added to 14,004,344 84,026 0.01% 0.01% 13 +324,678 2.37% Q1 2026 May 15, 2026
Van Berkom & Associates Inc. History Added to 13,515,096 81,091 2.68% 2.68% 14 +1,814,248 15.51% Q1 2026 May 07, 2026
STATE STREET CORP History Added to 11,232,723 67,396 0.0% 0.0% 15 +640,738 6.05% Q1 2026 May 15, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 11,043,781 66,253 0.01% 0.02% 16 +695,892 6.72% Q1 2026 May 07, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 10,944,047 64,843 0.03% 0.0% 17 +10,743,519 5357.62% Q1 2026 May 15, 2026
Alfreton Capital LLP History Added to 10,778,074 64,668 20.99% 29.44% 18 +1,978,074 22.48% Q1 2026 May 14, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 10,769,498 64,632 0.0% 0.01% 19 +516,570 5.04% Q1 2026 May 15, 2026
GOLDMAN SACHS GROUP INC History Added to 10,465,911 62,795 0.01% 0.0% 20 +9,777,428 1420.14% Q1 2026 May 15, 2026
Clarkston Capital Partners, LLC History Reduced 9,576,746 57,460 4.38% 2.54% 21 -4,213,769 -30.56% Q1 2026 May 14, 2026
NORGES BANK History No change 7,000,986 55,657 0.01% 0.01% 22 0 0.0% Q4 2025 Feb 10, 2026
Dragoneer Investment Group, LLC History No change 9,196,301 55,177 1.84% 1.59% 23 0 0.0% Q1 2026 May 15, 2026
LONDON CO OF VIRGINIA History Added to 8,741,590 52,449 0.32% 0.26% 24 +3,007,687 52.45% Q1 2026 May 15, 2026
PINEBRIDGE INVESTMENTS LLC History Reduced 8,588,715 51,532 0.43% 0.55% 25 -873,737 -9.23% Q1 2026 May 14, 2026
BARCLAYS PLC History Reduced 7,185,031 43,110 0.01% 0.03% 26 -6,837,706 -48.76% Q1 2026 May 14, 2026
UBS Group AG History Added to 6,918,514 41,511 0.01% 0.01% 27 +1,543,299 28.71% Q1 2026 May 05, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 6,799,232 40,795 0.01% 0.01% 28 +369,634 5.75% Q1 2026 May 15, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 6,623,564 39,741 0.21% 0.28% 29 +77,940 1.19% Q1 2026 May 14, 2026
JPMORGAN CHASE & CO History Added to 6,254,127 36,461 0.0% 0.0% 30 +69,265 1.12% Q1 2026 May 13, 2026
Triple Frond Partners LLC History Added to 5,413,036 32,478 3.37% 3.97% 31 +608,000 12.65% Q1 2026 May 14, 2026
SNYDER CAPITAL MANAGEMENT L P History Added to 5,364,851 32,189 0.62% 0.52% 32 +1,864,114 53.25% Q1 2026 May 14, 2026
Conestoga Capital Advisors, LLC History Reduced 5,240,492 31,442 0.63% 1.68% 33 -7,290,405 -58.18% Q1 2026 Apr 24, 2026
Gotham Asset Management, LLC History Added to 5,120,665 30,723 0.09% 0.06% 34 +3,036,210 145.66% Q1 2026 May 15, 2026
DEUTSCHE BANK AG\ History Added to 4,653,653 27,921 0.01% 0.0% 35 +4,621,248 14260.91% Q1 2026 May 06, 2026
RIVERBRIDGE PARTNERS LLC History Reduced 4,481,084 26,886 0.66% 0.76% 36 -639,396 -12.49% Q1 2026 Apr 17, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Added to 4,471,245 26,827 0.01% 0.01% 37 +408,758 10.06% Q1 2026 May 14, 2026
CITADEL ADVISORS LLC History Reduced 3,876,683 23,260 0.0% 0.01% 38 -921,860 -19.21% Q1 2026 May 15, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 3,849,294 23,095 0.0% 0.0% 39 +3,218,507 510.24% Q1 2026 May 15, 2026
CI INVESTMENTS INC. History Added to 3,808,853 22,853 0.11% 0.12% 40 +462,062 13.81% Q1 2026 May 13, 2026
PALISADE CAPITAL MANAGEMENT, LP History Reduced 3,667,007 22,002 0.73% 0.88% 41 -73,477 -1.96% Q1 2026 May 15, 2026
VANGUARD FIDUCIARY TRUST CO History New 3,628,325 21,769 0.01% 42 +3,628,325 New Q1 2026 May 08, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History Added to 3,481,093 20,886 0.12% 0.15% 43 +24,200 0.7% Q1 2026 Apr 22, 2026
NORTHERN TRUST CORP History Added to 3,366,628 20,199 0.0% 0.0% 44 +186,090 5.85% Q1 2026 May 14, 2026
Ninety One UK Ltd History Added to 3,339,333 20,035 0.05% 0.05% 45 +471,994 16.46% Q1 2026 Apr 24, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 3,192,459 19,145 0.03% 0.02% 46 +1,149,032 56.23% Q1 2026 May 15, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History Reduced 3,201,129 18,662 0.02% 0.02% 47 -457,240 -12.5% Q1 2026 May 14, 2026
SEI INVESTMENTS CO History Reduced 3,107,106 18,642 0.02% 0.03% 48 -927,379 -22.99% Q1 2026 May 13, 2026
CIBC Bancorp USA Inc. History New 3,000,571 18,003 0.02% 49 +3,000,571 New Q1 2026 May 12, 2026
HSBC HOLDINGS PLC History Added to 2,030,121 17,691 0.01% 0.0% 50 +1,812,674 833.62% Q1 2026 Apr 30, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 2,899,161 17,394 0.0% 0.0% 51 +1,154,301 66.15% Q1 2026 May 04, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History Added to 2,888,940 17,333 0.13% 0.14% 52 +321,884 12.54% Q1 2026 May 15, 2026
Mariner, LLC History Added to 2,757,056 16,542 0.02% 0.02% 53 +525,527 23.55% Q1 2026 May 13, 2026
ROYAL BANK OF CANADA History Reduced 2,462,996 14,777 0.0% 0.0% 54 -355,200 -12.6% Q1 2026 May 15, 2026
Pennant Investors, LP History Reduced 2,420,086 14,520 4.02% 5.08% 55 -251,416 -9.41% Q1 2026 May 15, 2026
COMERICA BANK History No change 1,738,959 13,824 0.06% 0.06% 56 0 0.0% Q4 2025 Jan 29, 2026
JANE STREET GROUP, LLC History Added to 2,113,185 12,679 0.0% 0.0% 57 +2,038,726 2738.05% Q1 2026 May 12, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History Added to 1,913,177 11,479 0.43% 0.05% 58 +1,744,978 1037.45% Q1 2026 May 15, 2026
FIRST TRUST ADVISORS LP History Added to 1,730,453 10,382 0.01% 0.01% 59 +320,771 22.75% Q1 2026 May 13, 2026
Bank of New York Mellon Corp History Reduced 1,713,202 10,279 0.0% 0.0% 60 -152,787 -8.19% Q1 2026 May 05, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 1,631,908 9,791 0.01% 0.02% 61 0 0.0% Q1 2026 May 06, 2026
Summit Creek Advisors LLC History Reduced 1,596,600 9,579 1.97% 2.22% 62 -176,045 -9.93% Q1 2026 May 06, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Added to 1,537,600 9,225 0.01% 0.0% 63 +1,463,600 1977.84% Q1 2026 May 15, 2026
RAYMOND JAMES FINANCIAL INC History Added to 1,354,437 8,126 0.0% 0.0% 64 +158,268 13.23% Q1 2026 May 14, 2026
Quantinno Capital Management LP History Added to 1,343,663 8,061 0.01% 0.01% 65 +621,710 86.12% Q1 2026 May 15, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 1,341,086 8,046 0.0% 0.0% 66 +26,834 2.04% Q1 2026 May 13, 2026
Nuveen, LLC History Added to 1,302,761 7,816 0.0% 0.0% 67 +224,883 20.86% Q1 2026 Apr 30, 2026
Allspring Global Investments Holdings, LLC History Added to 1,301,112 7,806 0.01% 0.01% 68 +138,669 11.93% Q1 2026 May 05, 2026
MARSHALL WACE, LLP History Added to 1,284,184 7,705 0.01% 0.0% 69 +807,696 169.51% Q1 2026 May 14, 2026
WELLS FARGO & COMPANY/MN History Added to 1,284,067 7,704 0.0% 0.0% 70 +297,288 30.13% Q1 2026 May 11, 2026
Amundi History Added to 1,272,325 7,637 0.0% 0.0% 71 +979,678 334.76% Q1 2026 May 15, 2026
Invesco Ltd. History Added to 1,184,728 7,108 0.0% 0.0% 72 +259,110 27.99% Q1 2026 May 12, 2026
ICONIQ Capital, LLC History No change 1,160,847 6,965 0.16% 0.14% 73 0 0.0% Q1 2026 May 14, 2026
GW&K Investment Management, LLC History Added to 1,120,019 6,720 0.06% 0.07% 74 +47,528 4.43% Q1 2026 May 13, 2026
AMERIPRISE FINANCIAL INC History Reduced 1,110,186 6,661 0.0% 0.01% 75 -3,582,769 -76.34% Q1 2026 May 15, 2026
Swiss National Bank History No change 1,091,500 6,549 0.0% 0.01% 76 0 0.0% Q1 2026 May 07, 2026
Rockbridge Asset Management LLC History Added to 1,063,655 6,381 4.29% 3.46% 77 +342,156 47.42% Q1 2026 May 14, 2026
BALYASNY ASSET MANAGEMENT L.P. History Added to 1,054,558 6,327 0.01% 0.0% 78 +756,028 253.25% Q1 2026 May 15, 2026
NOMURA HOLDINGS INC History Reduced 868,866 5,213 0.01% 0.03% 79 -1,532,704 -63.82% Q1 2026 May 15, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 852,327 5,113 0.0% 0.0% 80 +503,610 144.42% Q1 2026 May 12, 2026
Russell Investments Group, Ltd. History Reduced 834,806 5,008 0.01% 0.01% 81 -670,535 -44.54% Q1 2026 May 08, 2026
WCM INVESTMENT MANAGEMENT, LLC History New 853,796 4,977 0.01% 82 +853,796 New Q1 2026 May 07, 2026
CITIGROUP INC History Reduced 801,530 4,809 0.0% 0.0% 83 -408,900 -33.78% Q1 2026 May 11, 2026
Squarepoint Ops LLC History New 771,074 4,626 0.01% 84 +771,074 New Q1 2026 May 15, 2026
Roubaix Capital, LLC History Reduced 744,898 4,469 2.09% 2.66% 85 -41,229 -5.24% Q1 2026 May 06, 2026
FIFTH THIRD BANCORP History Added to 733,891 4,403 0.01% 0.0% 86 +724,590 7790.45% Q1 2026 May 01, 2026
AGF MANAGEMENT LTD History Added to 718,393 4,310 0.02% 0.01% 87 +303,627 73.2% Q1 2026 May 07, 2026
Granite Investment Partners, LLC History Added to 709,870 4,259 0.26% 0.32% 88 +30,235 4.45% Q1 2026 Apr 30, 2026
MUFG Securities EMEA plc History New 660,000 3,960 0.06% 89 +660,000 New Q1 2026 May 11, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 654,237 3,925 0.0% 0.0% 90 +130,212 24.85% Q1 2026 May 15, 2026
Ancora Advisors LLC History Reduced 625,820 3,754 0.08% 0.25% 91 -905,440 -59.13% Q1 2026 May 15, 2026
2Xideas AG History Reduced 604,029 3,624 1.42% 1.69% 92 -152,749 -20.18% Q1 2026 May 11, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Added to 598,107 3,588 0.01% 0.01% 93 +70,733 13.41% Q1 2026 May 14, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Added to 582,814 3,496 0.04% 0.05% 94 +81,641 16.29% Q1 2026 Apr 23, 2026
Vanguard Global Advisers, LLC History New 581,875 3,491 0.0% 95 +581,875 New Q1 2026 May 08, 2026
SG Americas Securities, LLC History Added to 542,286 3,254 0.0% 0.0% 96 +493,267 1006.28% Q1 2026 Apr 16, 2026
HighTower Advisors, LLC History Reduced 542,110 3,252 0.0% 0.0% 97 -709 -0.13% Q1 2026 May 05, 2026
Holocene Advisors, LP History Added to 522,157 3,132 0.01% 0.01% 98 +53,672 11.46% Q1 2026 May 15, 2026
VANGUARD ASSET MANAGEMENT, Ltd History New 503,334 3,020 0.0% 99 +503,334 New Q1 2026 May 08, 2026
XTX Topco Ltd History Added to 498,031 2,988 0.05% 0.08% 100 +132,413 36.22% Q1 2026 May 15, 2026
Magnetar Financial LLC History New 487,671 2,926 0.03% 101 +487,671 New Q1 2026 May 13, 2026
RHUMBLINE ADVISERS History Added to 465,491 2,792 0.0% 0.0% 102 +13,464 2.98% Q1 2026 May 12, 2026
THORNBURG INVESTMENT MANAGEMENT INC History Reduced 447,744 2,686 0.03% 0.09% 103 -490,944 -52.3% Q1 2026 May 12, 2026
Legal & General Group Plc History Reduced 446,197 2,677 0.0% 0.0% 104 -84,658 -15.95% Q1 2026 May 08, 2026
State of New Jersey Common Pension Fund D History Added to 438,387 2,630 0.01% 0.01% 105 +138,407 46.14% Q1 2026 May 05, 2026
HARBOR CAPITAL ADVISORS, INC. History New 433,151 2,599 0.21% 106 +433,151 New Q1 2026 Apr 28, 2026
JOHNSON INVESTMENT COUNSEL INC History Added to 408,343 2,450 0.02% 0.02% 107 +96,024 30.75% Q1 2026 May 01, 2026
Schonfeld Strategic Advisors LLC History Reduced 381,890 2,291 0.02% 0.05% 108 -1,011,664 -72.6% Q1 2026 May 15, 2026
HOMESTEAD ADVISERS CORP History No change 374,000 2,244 0.06% 0.08% 109 0 0.0% Q1 2026 May 08, 2026
MML INVESTORS SERVICES, LLC History Added to 373,252 2,239 0.01% 0.0% 110 +173,464 86.82% Q1 2026 May 04, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 359,823 2,158 0.0% 0.0% 111 +4,423 1.24% Q1 2026 Apr 27, 2026
Summit Trail Advisors, LLC History New 357,491 2,144 0.03% 112 +357,491 New Q1 2026 May 12, 2026
STIFEL FINANCIAL CORP History Added to 333,572 2,001 0.0% 0.0% 113 +55,755 20.07% Q1 2026 May 12, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History Added to 324,018 1,944 0.0% 0.0% 114 +70,543 27.83% Q1 2026 May 08, 2026
Creative Planning History Added to 308,982 1,853 0.0% 0.0% 115 +258,865 516.52% Q1 2026 May 12, 2026
B. Metzler seel. Sohn & Co. AG History Added to 308,813 1,852 0.02% 0.02% 116 +57,518 22.89% Q1 2026 May 08, 2026
CWM, LLC History Added to 292,858 1,757 0.0% 0.0% 117 +288,584 6752.08% Q1 2026 May 14, 2026
BLAIR WILLIAM & CO/IL History Reduced 280,015 1,680 0.0% 0.01% 118 -107,849 -27.81% Q1 2026 May 08, 2026
JANUS HENDERSON GROUP PLC History No change 261,291 1,571 0.0% 0.0% 119 0 0.0% Q1 2026 May 18, 2026
Treasurer of the State of North Carolina History Added to 258,331 1,550 0.0% 0.01% 120 +19,014 7.95% Q1 2026 May 14, 2026
Police & Firemen's Retirement System of New Jersey History Added to 254,898 1,529 0.01% 0.02% 121 +9,105 3.7% Q1 2026 Apr 29, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History Added to 250,000 1,500 0.02% 0.0% 122 +240,000 2400.0% Q1 2026 May 12, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 177,586 1,411 0.0% 0.0% 123 -5,105 -2.79% Q1 2026 May 15, 2026
Cerity Partners LLC History New 230,012 1,380 0.0% 124 +230,012 New Q1 2026 May 15, 2026
Aquatic Capital Management LLC History Added to 227,581 1,365 0.04% 0.03% 125 +85,900 60.63% Q1 2026 May 15, 2026
Focus Partners Wealth History Reduced 247,250 1,339 0.0% 0.04% 126 -4,089,881 -94.3% Q1 2026 May 14, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 210,731 1,264 0.0% 0.0% 127 +50,697 31.68% Q1 2026 May 15, 2026
Handelsbanken Fonder AB History Added to 205,800 1,235 0.0% 0.0% 128 +4,600 2.29% Q1 2026 Apr 28, 2026
MERCER GLOBAL ADVISORS INC /ADV History New 188,250 1,129 0.0% 129 +188,250 New Q1 2026 May 15, 2026
DARK FOREST CAPITAL MANAGEMENT LP History Added to 185,404 1,112 0.1% 0.02% 130 +138,370 294.19% Q1 2026 May 15, 2026
NATIXIS ADVISORS, LLC History Reduced 177,245 1,063 0.0% 0.01% 131 -831,944 -82.44% Q1 2026 May 13, 2026
Sterling Capital Management LLC History Reduced 169,071 1,014 0.02% 0.03% 132 -82,258 -32.73% Q1 2026 Apr 22, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 184,715 1,006 0.0% 0.0% 133 +135,300 273.8% Q1 2026 Apr 08, 2026
LPL Financial LLC History Added to 165,185 991 0.0% 0.0% 134 +46,916 39.67% Q1 2026 May 06, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 160,666 933 0.0% 0.0% 135 +159,341 12025.74% Q1 2026 May 15, 2026
Arizona State Retirement System History Reduced 152,052 912 0.01% 0.01% 136 -2,264 -1.47% Q1 2026 May 01, 2026
Vanguard Investments Australia, Ltd. History New 145,050 870 0.0% 137 +145,050 New Q1 2026 May 08, 2026
Laurus Global Equity Management Inc. History Added to 144,730 868 0.85% 0.48% 138 +71,210 96.86% Q1 2026 Apr 01, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Added to 143,279 859 0.0% 0.0% 139 +23,625 19.74% Q1 2026 May 11, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Added to 142,180 853 0.0% 0.0% 140 +8,807 6.6% Q1 2026 May 15, 2026
OP Asset Management Ltd History Reduced 135,990 815 0.01% 0.07% 141 -621,729 -82.05% Q1 2026 Apr 10, 2026
Campbell & CO Investment Adviser LLC History New 130,530 783 0.04% 142 +130,530 New Q1 2026 May 15, 2026
GLENMEDE TRUST CO NA History No change 93,662 744 0.0% 0.0% 143 0 0.0% Q4 2025 Feb 17, 2026
FRANKLIN RESOURCES INC History New 122,361 734 0.0% 144 +122,361 New Q1 2026 May 13, 2026
KLP KAPITALFORVALTNING AS History Added to 122,000 732 0.0% 0.0% 145 +3,800 3.21% Q1 2026 Apr 29, 2026
PARK AVENUE SECURITIES LLC History Added to 113,658 682 0.01% 0.0% 146 +72,868 178.64% Q1 2026 Apr 07, 2026
SCALAR GAUGE MANAGEMENT, LLC History New 110,000 660 0.64% 147 +110,000 New Q1 2026 May 15, 2026
Corient Private Wealth LLC History Added to 121,926 658 0.0% 0.0% 148 +79,139 184.96% Q1 2026 May 15, 2026
Pathstone Holdings, LLC History Added to 102,086 612 0.0% 0.0% 149 +20,274 24.78% Q1 2026 May 11, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 99,586 597 0.0% 0.0% 150 +66,406 200.14% Q1 2026 May 14, 2026
FMR LLC History Added to 99,392 596 0.0% 0.0% 151 +41,908 72.9% Q1 2026 May 15, 2026
Third View Private Wealth, LLC History Reduced 95,304 571 0.08% 0.11% 152 -4,373 -4.39% Q1 2026 Apr 15, 2026
Resona Asset Management Co.,Ltd. History No change 89,929 539 0.0% 0.0% 153 0 0.0% Q1 2026 Apr 29, 2026
BANK OF NOVA SCOTIA History Added to 88,095 528 0.0% 0.0% 154 +32,370 58.09% Q1 2026 May 14, 2026
Callan Family Office, LLC History Added to 84,555 507 0.01% 0.01% 155 +27,553 48.34% Q1 2026 May 13, 2026
Pictet Asset Management Holding SA History Added to 83,807 502 0.0% 0.0% 156 +6,354 8.2% Q1 2026 Apr 22, 2026
CenterBook Partners LP History Reduced 81,201 487 0.03% 0.12% 157 -224,732 -73.46% Q1 2026 May 05, 2026
AXQ CAPITAL, LP History New 80,302 481 0.06% 158 +80,302 New Q1 2026 May 13, 2026
Atria Investments, Inc History Added to 78,604 471 0.01% 0.0% 159 +42,973 120.61% Q1 2026 May 05, 2026
DELPHI FINANCIAL GROUP, INC. History No change 76,529 459 0.21% 0.3% 160 0 0.0% Q1 2026 May 13, 2026
M&T BANK CORP History Reduced 76,409 458 0.0% 0.0% 161 -3,565 -4.46% Q1 2026 May 12, 2026
BESSEMER GROUP INC History Reduced 76,214 457 0.0% 0.1% 162 -8,302,803 -99.09% Q1 2026 May 06, 2026
Blackstone Inc. History New 73,390 440 0.0% 163 +73,390 New Q1 2026 May 15, 2026
Chicago Partners Investment Group LLC History Added to 77,266 417 0.01% 0.01% 164 +45,427 142.68% Q1 2026 May 04, 2026
Arax Advisory Partners History Added to 65,600 393 0.01% 0.0% 165 +55,819 570.69% Q1 2026 May 13, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 65,126 390 0.0% 0.0% 166 -4,287 -6.18% Q1 2026 May 15, 2026
IEQ CAPITAL, LLC History New 64,050 384 0.0% 167 +64,050 New Q1 2026 May 14, 2026
AVENIR CORP History Reduced 60,957 365 0.04% 0.06% 168 -4,815 -7.32% Q1 2026 May 14, 2026
Lakeshore Financial Planning, Inc. History No change 58,520 351 0.13% 0.17% 169 0 0.0% Q1 2026 May 07, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 58,368 350 0.0% 0.0% 170 -104,841 -64.24% Q1 2026 May 15, 2026
Numerai GP LLC History New 55,716 334 0.03% 172 +55,716 New Q1 2026 May 15, 2026
Vident Advisory, LLC History Added to 55,822 334 0.0% 0.0% 171 +44,751 404.22% Q1 2026 May 14, 2026
PRINCIPAL SECURITIES, INC. History Added to 52,907 317 0.0% 0.0% 173 +24,058 83.39% Q1 2026 May 13, 2026
Janney Capital Management LLC History No change 39,642 315 0.02% 0.02% 174 0 0.0% Q4 2025 Feb 11, 2026
Merit Financial Group, LLC History New 51,787 310 0.0% 175 +51,787 New Q1 2026 Apr 15, 2026
ExodusPoint Capital Management, LP History New 51,380 308 0.0% 177 +51,380 New Q1 2026 May 14, 2026
Janney Montgomery Scott LLC History New 51,341 308 0.0% 176 +51,341 New Q1 2026 Apr 22, 2026
Cetera Investment Advisers History Reduced 47,266 283 0.0% 0.0% 178 -20,914 -30.67% Q1 2026 May 13, 2026
XPONANCE LLC History Added to 46,273 277 0.0% 0.0% 179 +14,025 43.49% Q1 2026 May 13, 2026
Tower Research Capital LLC (TRC) History Added to 44,386 266 0.01% 0.0% 180 +21,346 92.65% Q1 2026 May 15, 2026
VOYA INVESTMENT MANAGEMENT LLC History Added to 43,993 263 0.0% 0.0% 181 +1,769 4.19% Q1 2026 May 12, 2026
LAZARD ASSET MANAGEMENT LLC History Reduced 43,308 259 0.0% 0.0% 182 -257,562 -85.61% Q1 2026 May 15, 2026
&PARTNERS History Added to 42,751 256 0.0% 0.0% 183 +6,724 18.66% Q1 2026 May 15, 2026
Centiva Capital, LP History New 41,775 250 0.0% 184 +41,775 New Q1 2026 May 14, 2026
TRUIST FINANCIAL CORP History Added to 41,615 249 0.0% 0.0% 185 +13,770 49.45% Q1 2026 Apr 27, 2026
Ensign Peak Advisors, Inc History No change 40,250 241 0.0% 0.0% 186 0 0.0% Q1 2026 May 13, 2026
Trust Point Inc. History Added to 39,855 239 0.02% 0.02% 187 +6,097 18.06% Q1 2026 Apr 15, 2026
TWO SIGMA ADVISERS, LP History No change 29,200 232 0.0% 0.0% 188 0 0.0% Q4 2025 Feb 17, 2026
FRED ALGER MANAGEMENT, LLC History Reduced 37,352 224 0.0% 0.0% 189 -2,558 -6.41% Q1 2026 May 15, 2026
Krilogy Financial LLC History New 38,456 214 0.01% 190 +38,456 New Q1 2026 Apr 17, 2026
Vanguard Personalized Indexing Management, LLC History Reduced 34,886 209 0.0% 0.0% 191 -1,571 -4.31% Q1 2026 May 14, 2026
MCMORGAN & CO LLC History Reduced 34,015 204 0.03% 0.06% 192 -11,111 -24.62% Q1 2026 May 05, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 33,596 201 0.0% 0.0% 193 +8,758 35.26% Q1 2026 May 08, 2026
Gilbert & Cook, Inc. History Added to 33,373 200 0.03% 0.03% 195 +2,877 9.43% Q1 2026 May 05, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 33,278 200 0.0% 0.0% 194 0 0.0% Q1 2026 May 14, 2026
Voleon Capital Management LP History Reduced 32,913 197 0.0% 0.01% 196 -34,929 -51.49% Q1 2026 May 15, 2026
State of Wyoming History Added to 32,409 194 0.02% 0.02% 197 +7,014 27.62% Q1 2026 May 13, 2026
WADDELL & ASSOCIATES, LLC History New 32,223 193 0.01% 198 +32,223 New Q1 2026 May 11, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 32,033 192 0.0% 0.01% 200 +13,112 69.3% Q1 2026 Apr 27, 2026
Utah Retirement Systems History Added to 32,046 192 0.0% 0.0% 199 +1,748 5.77% Q1 2026 May 15, 2026
HB Wealth Management, LLC History New 31,922 191 0.0% 201 +31,922 New Q1 2026 Apr 27, 2026
Swiss Life Asset Management Ltd History Added to 31,741 190 0.0% 0.0% 202 +6,683 26.67% Q1 2026 May 14, 2026
Jefferies Financial Group Inc. History New 30,363 182 0.0% 203 +30,363 New Q1 2026 May 07, 2026
9823 Capital, L.P. History New 29,561 177 0.13% 204 +29,561 New Q1 2026 May 15, 2026
Sequoia Financial Advisors, LLC History Added to 28,736 172 0.0% 0.0% 205 +16,466 134.2% Q1 2026 Apr 30, 2026
Sanctuary Advisors, LLC History Added to 28,759 172 0.0% 0.0% 206 +14,517 101.93% Q1 2026 May 05, 2026
AMALGAMATED BANK History Added to 28,534 171 0.0% 0.0% 207 +714 2.57% Q1 2026 May 08, 2026
Mutual Advisors, LLC History Reduced 28,318 169 0.0% 0.0% 208 -67 -0.24% Q1 2026 May 01, 2026
Global Retirement Partners, LLC History No change 21,104 167 0.0% 0.0% 209 0 0.0% Q4 2025 Feb 06, 2026
QUADRANT CAPITAL GROUP LLC History New 27,800 166 0.0% 210 +27,800 New Q1 2026 May 13, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 27,633 165 0.0% 0.0% 212 -16,709 -37.68% Q1 2026 Apr 29, 2026
AMICA MUTUAL INSURANCE CO History No change 27,447 165 0.01% 0.02% 211 0 0.0% Q1 2026 May 05, 2026
Maryland State Retirement & Pension System History No change 26,985 161 0.0% 0.0% 213 0 0.0% Q1 2026 May 04, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 26,730 160 0.0% 0.0% 214 -314,754 -92.17% Q1 2026 May 15, 2026
Integrated Wealth Concepts LLC History New 26,214 157 0.0% 216 +26,214 New Q1 2026 May 15, 2026
Cache Advisors, LLC History No change 26,200 157 0.02% 0.03% 215 0 0.0% Q1 2026 Apr 17, 2026
Frec Markets, Inc. History New 25,865 155 0.03% 217 +25,865 New Q1 2026 May 13, 2026
WEALTH ALLIANCE, LLC History New 25,529 153 0.02% 218 +25,529 New Q1 2026 May 14, 2026
Focus Partners Advisor Solutions, LLC History New 25,187 151 0.0% 220 +25,187 New Q1 2026 May 13, 2026
PRUDENTIAL FINANCIAL INC History Reduced 25,227 151 0.0% 0.0% 219 -2,235 -8.14% Q1 2026 May 13, 2026
DnB Asset Management AS History New 25,109 150 0.0% 221 +25,109 New Q1 2026 May 14, 2026
Claret Asset Management Corp History Added to 24,316 146 0.02% 0.02% 222 +4 0.02% Q1 2026 May 11, 2026
MIRABELLA FINANCIAL SERVICES LLP History Reduced 24,159 144 0.01% 0.06% 223 -62,385 -72.08% Q1 2026 May 12, 2026
SIMPLEX TRADING, LLC History New 24,079 144 0.0% 224 +24,079 New Q1 2026 May 14, 2026
Central Pacific Bank - Trust Division History Reduced 23,410 140 0.02% 0.02% 225 -640 -2.66% Q1 2026 Apr 07, 2026
Atlantic Union Bankshares Corp History Added to 23,148 138 0.0% 0.0% 226 +533 2.36% Q1 2026 May 12, 2026
Empowered Funds, LLC History Added to 22,519 135 0.0% 0.0% 227 +3,556 18.75% Q1 2026 May 14, 2026
Bull Harbor Capital LLC History New 22,489 134 0.04% 229 +22,489 New Q1 2026 May 18, 2026
ASSOCIATED BANC-CORP History Added to 22,368 134 0.0% 0.0% 228 +5,544 32.95% Q1 2026 May 01, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 22,207 133 0.0% 0.0% 230 +1,211 5.77% Q1 2026 Apr 24, 2026
Curated Wealth Partners LLC History Reduced 21,799 130 0.02% 0.02% 232 -875 -3.86% Q1 2026 Apr 09, 2026
Rockefeller Capital Management L.P. History Added to 21,719 130 0.0% 0.0% 231 +271 1.26% Q1 2026 May 14, 2026
US BANCORP \DE\ History Reduced 21,425 128 0.0% 0.0% 233 -4,980 -18.86% Q1 2026 May 14, 2026
Allworth Financial LP History Added to 21,187 127 0.0% 0.0% 235 +19,937 1594.96% Q1 2026 May 14, 2026
BANK OF MONTREAL /CAN/ History Reduced 21,316 127 0.0% 0.0% 234 -5,760 -21.27% Q1 2026 May 13, 2026
Vise Technologies, Inc. History No change 15,850 126 0.0% 0.0% 236 0 0.0% Q1 2026 Apr 21, 2026
ARQ WEALTH ADVISORS, LLC History New 20,800 124 0.02% 237 +20,800 New Q1 2026 May 01, 2026
Orion Porfolio Solutions, LLC History New 20,561 123 0.0% 238 +20,561 New Q1 2026 May 13, 2026
ROTHSCHILD INVESTMENT LLC History Added to 20,390 122 0.01% 0.0% 239 +20,158 8688.79% Q1 2026 May 07, 2026
Vestmark Advisory Solutions, Inc. History Reduced 19,918 119 0.0% 0.0% 240 -21,414 -51.81% Q1 2026 May 15, 2026
Curi Capital, LLC History New 19,605 117 0.0% 241 +19,605 New Q1 2026 May 15, 2026
EVOLVE PRIVATE WEALTH, LLC History New 19,380 116 0.01% 243 +19,380 New Q1 2026 Apr 16, 2026
CIBC Asset Management Inc History No change 19,418 116 0.0% 0.0% 242 0 0.0% Q1 2026 May 12, 2026
KBC Group NV History Added to 19,103 115 0.0% 0.0% 244 +6,872 56.19% Q1 2026 May 07, 2026
Crestwood Advisors Group, LLC History New 19,142 114 0.0% 245 +19,142 New Q1 2026 May 05, 2026
Pallas Capital Advisors LLC History New 18,943 113 0.0% 247 +18,943 New Q1 2026 Apr 21, 2026
Brooklyn Investment Group History New 18,898 113 0.0% 246 +18,898 New Q1 2026 Apr 29, 2026
TWO SIGMA INVESTMENTS, LP History New 18,300 109 0.0% 248 +18,300 New Q1 2026 May 15, 2026
Scientech Research LLC History New 18,215 109 0.09% 249 +18,215 New Q1 2026 May 15, 2026
Waverly Advisors, LLC History New 18,003 108 0.0% 250 +18,003 New Q1 2026 May 15, 2026
TRANSCEND CAPITAL ADVISORS, LLC History New 17,740 106 0.01% 251 +17,740 New Q1 2026 May 13, 2026
NorthCrest Asset Manangement, LLC History New 16,744 100 0.0% 254 +16,744 New Q1 2026 Apr 08, 2026
Machina Capital S.A.S. History Added to 16,761 100 0.02% 0.02% 252 +6,100 57.22% Q1 2026 May 13, 2026
North Dakota State Investment Board History Reduced 16,698 100 0.0% 0.01% 253 -2,726 -14.03% Q1 2026 May 08, 2026
Marks Group Wealth Management, Inc History Added to 16,556 99 0.01% 0.01% 255 +1,419 9.37% Q1 2026 May 05, 2026
Parkside Financial Bank & Trust History Reduced 16,080 96 0.01% 0.01% 256 -1,363 -7.81% Q1 2026 May 13, 2026
EverSource Wealth Advisors, LLC History Added to 15,716 94 0.0% 0.0% 257 +14,477 1168.44% Q1 2026 May 15, 2026
Catalyst Funds Management Pty Ltd History No change 15,630 93 0.02% 0.03% 258 0 0.0% Q1 2026 May 11, 2026
FOX RUN MANAGEMENT, L.L.C. History New 15,743 91 0.02% 259 +15,743 New Q1 2026 May 12, 2026
Perbak Capital Partners LLP History Reduced 15,001 90 0.02% 0.12% 260 -36,231 -70.72% Q1 2026 May 15, 2026
MQS Management LLC History New 15,037 90 0.06% 261 +15,037 New Q1 2026 Apr 23, 2026
AIGEN INVESTMENT MANAGEMENT, LP History New 14,979 89 0.02% 262 +14,979 New Q1 2026 May 15, 2026
HUNTINGTON NATIONAL BANK History Added to 14,778 88 0.0% 0.0% 263 +4,745 47.29% Q1 2026 May 15, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Reduced 14,819 88 0.02% 0.04% 264 -3,292 -18.18% Q1 2026 Apr 10, 2026
CM WEALTH ADVISORS LLC History New 14,571 87 0.02% 265 +14,571 New Q1 2026 May 08, 2026
Meeder Advisory Services, Inc. History New 14,548 87 0.0% 266 +14,548 New Q1 2026 May 07, 2026
STRS OHIO History Added to 14,433 86 0.0% 0.0% 267 +751 5.49% Q1 2026 Apr 24, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History New 14,082 84 0.0% 268 +14,082 New Q1 2026 May 15, 2026
QTR Family Wealth, LLC History New 15,765 81 0.03% 270 +15,765 New Q1 2026 Apr 15, 2026
DRW Securities, LLC History New 13,582 81 0.0% 269 +13,582 New Q1 2026 May 13, 2026
Baker Avenue Asset Management, LP History New 13,099 78 0.0% 272 +13,099 New Q1 2026 May 12, 2026
STEPHENS INC /AR/ History Reduced 13,125 78 0.0% 0.0% 271 -3,192 -19.56% Q1 2026 Apr 28, 2026
Perigon Wealth Management, LLC History New 12,693 76 0.0% 273 +12,693 New Q1 2026 Apr 10, 2026
MGO ONE SEVEN LLC History Added to 12,395 74 0.0% 0.0% 274 +499 4.19% Q1 2026 May 14, 2026
Commerce Advisors, LLC History New 12,253 73 0.06% 276 +12,253 New Q1 2026 May 12, 2026
Hardy Reed LLC History Reduced 12,217 73 0.01% 0.01% 275 -8,090 -39.84% Q1 2026 Apr 28, 2026
Wick Capital Partners, LLC History New 11,867 71 0.01% 278 +11,867 New Q1 2026 May 15, 2026
BNP Paribas Asset Management Holding S.A. History Added to 11,858 71 0.0% 0.0% 277 +3,569 43.06% Q1 2026 May 14, 2026
Abound Wealth Management History New 11,799 70 0.02% 280 +11,799 New Q1 2026 Apr 10, 2026
MAI Capital Management History Added to 11,698 70 0.0% 0.0% 279 +11,553 7967.59% Q1 2026 May 15, 2026
Covestor Ltd History Added to 10,888 65 0.05% 0.0% 281 +10,130 1336.41% Q1 2026 May 05, 2026
CITIZENS FINANCIAL GROUP INC/RI History New 10,797 64 0.0% 282 +10,797 New Q1 2026 May 01, 2026
Dynamic Technology Lab Private Ltd History New 10,549 63 0.01% 283 +10,549 New Q1 2026 May 15, 2026
Wedmont Private Capital History New 11,228 62 0.0% 286 +11,228 New Q1 2026 Apr 09, 2026
B. Riley Wealth Advisors, Inc. History New 10,784 62 0.0% 285 +10,784 New Q1 2026 Apr 24, 2026
Lighthouse Investment Partners, LLC History Reduced 10,437 62 0.0% 0.0% 284 -4,561 -30.41% Q1 2026 May 14, 2026
Kera Capital Partners, Inc. History New 10,272 61 0.01% 288 +10,272 New Q1 2026 May 06, 2026
Parcion Private Wealth LLC History New 10,205 61 0.0% 287 +10,205 New Q1 2026 Apr 22, 2026
Essex Financial Services, Inc. History New 10,089 60 0.0% 290 +10,089 New Q1 2026 Apr 24, 2026
Cresset Asset Management, LLC History Reduced 10,099 60 0.0% 0.0% 289 -3,808 -27.38% Q1 2026 May 15, 2026
MetLife Investment Management, LLC History Added to 9,892 59 0.0% 0.0% 291 +543 5.81% Q1 2026 May 14, 2026
VestGen Advisors, LLC History New 12,860 58 0.0% 292 +12,860 New Q1 2026 May 14, 2026
Farther Finance Advisors, LLC History Added to 9,322 55 0.0% 0.0% 293 +5,064 118.93% Q1 2026 Apr 07, 2026
GAMMA Investing LLC History Added to 8,718 52 0.0% 0.0% 295 +5,682 187.15% Q1 2026 Apr 06, 2026
GROUP ONE TRADING LLC History Added to 8,782 52 0.0% 0.0% 294 +1,700 24.0% Q1 2026 May 13, 2026
SITTNER & NELSON, LLC History New 8,480 50 0.02% 296 +8,480 New Q1 2026 May 11, 2026
SIGNATUREFD, LLC History Added to 7,896 47 0.0% 0.0% 297 +3,746 90.27% Q1 2026 Apr 07, 2026
Hilltop National Bank History Reduced 7,279 43 0.01% 0.03% 298 -8,292 -53.25% Q1 2026 Apr 02, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 6,870 41 0.0% 299 +6,826 15513.64% Q1 2026 May 11, 2026
Advisors Asset Management, Inc. History Reduced 6,527 39 0.0% 0.0% 300 -100 -1.51% Q1 2026 May 15, 2026