CCC Intelligent Solutions HoCCC
13F holders, Q1 2024 (March 31)264holders
8famous investors
$11.96avg. 13F price*
At the end of Q1 2024, 264 institutions reported holding CCC Intelligent Solutions Ho (CCC) in their 13F filings. The largest holders were Advent International, L.P. ($2.7B), T. Rowe Price Investment Management, Inc. ($607.9M) and Oak Hill Capital Management, LLC ($535.8M). 8 famous investors held it, including Chuck Akre (0.7% of Akre Capital Management's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- CCC Intelligent Solutions Ho
- CUSIP
- 12510Q100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 45 | $201.7M |
| Exits | 24 | $364.0M |
Ownership 264 holders
| Advent International, L.P. | 46.71% | Reduce -22.1% | 222,588,510 | $2.7B |
| T. Rowe Price Investment Management, Inc. | 0.37% | Add +44.0% | 50,830,305 | $607.9M |
| Oak Hill Capital Management, LLC | 100.00% | Reduce -15.6% | 44,797,972 | $535.8M |
| Vanguard Group Inc. | 0.01% | Add +17.8% | 28,034,997 | $335.3M |
| Principal Financial Group Inc. | 0.13% | Add +144359.9% | 18,329,069 | $219.2M |
| BlackRock Inc. | 0.00% | Add +33.3% | 13,958,084 | $166.9M |
| Citigroup Inc. | 0.17% | Add +26737.9% | 12,741,303 | $152.4M |
| Janus Henderson Group PLC | 0.08% | Add +7.4% | 12,469,424 | $149.1M |
| Dragoneer Investment Group, LLC | 3.35% | No change | 12,095,793 | $144.7M |
| Brown Advisory Inc. | 0.17% | Add +2.6% | 10,708,488 | $128.1M |
| Allspring Global Investments Holdings, LLC | 0.19% | Add +59.9% | 10,312,688 | $123.3M |
| Riverbridge Partners LLC | 1.05% | Reduce -2.4% | 7,204,264 | $86.2M |
| Akre Capital Management | 0.69% | New | 7,000,000 | $83.7M |
| GW&K Investment Management, LLC | 0.67% | Add +32.9% | 6,334,732 | $75.8M |
| Conestoga Capital Advisors, LLC | 1.09% | Add +526.7% | 6,310,340 | $75.5M |
| Millennium Management | 0.06% | Add +352.0% | 5,276,938 | $63.1M |
| Geode Capital Management, LLC | 0.01% | Add +29.1% | 5,127,155 | $61.3M |
| State Street Corp. | 0.00% | Add +36.7% | 4,941,020 | $59.1M |
| Artisan Partners Limited Partnership | 0.08% | Add +69.7% | 4,721,724 | $56.5M |
| Invesco Ltd. | 0.01% | Reduce -4.2% | 4,582,010 | $54.8M |
| Norges Bank | 0.01% | Add +52.9% | 4,040,691 | $48.3M |
| Capital World Investors | 0.01% | No change | 3,695,000 | $44.2M |
| Hawk Ridge Capital Management LP | 1.96% | New | 3,640,687 | $43.5M |
| TD Asset Management Inc | 0.04% | Add +42.4% | 3,397,706 | $40.6M |
| Westfield Capital Management Co. LP | 0.19% | Add +13.3% | 3,070,975 | $36.7M |
| Bank of America Corp. | 0.00% | Add +110.4% | 2,965,844 | $35.5M |
| Dimensional Fund Advisors LP | 0.01% | Add +68.2% | 2,801,833 | $33.5M |
| Adero Partners, LLC | 2.39% | Reduce -12.5% | 2,645,275 | $31.6M |
| Qube Research & Technologies Ltd | 0.06% | Add +41.5% | 2,542,939 | $30.4M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +15.4% | 2,516,725 | $30.1M |
| Edmond DE Rothschild Holding S.A. | 0.48% | Add +15.3% | 2,386,300 | $28.5M |
| Palisade Capital Management, LP | 0.84% | Add +22.8% | 2,375,996 | $28.4M |
| Fort Washington Investment Advisors Inc. | 0.17% | Add +0.8% | 2,243,663 | $26.8M |
| Summit Creek Advisors LLC | 3.36% | Add +0.7% | 2,225,508 | $26.6M |
| Capital Research Global Investors | 0.01% | Reduce -19.0% | 2,150,000 | $25.7M |
| Avenir Corp. | 2.09% | New | 2,043,418 | $24.4M |
| Alfreton Capital LLP | 10.78% | Add +51.0% | 2,000,000 | $23.9M |
| Teca Partners, LP | 14.72% | Add +46.3% | 1,938,415 | $23.2M |
| Sei Investments Co. | 0.03% | Add +15.3% | 1,887,533 | $22.6M |
| New York State Common Retirement Fund | 0.03% | Add +52.5% | 1,839,706 | $22.0M |
| Northern Trust Corp. | 0.00% | Add +17.6% | 1,825,338 | $21.8M |
| CI Investments Inc. | 0.09% | Add +59.7% | 1,801,395 | $21.5M |
| Thornburg Investment Management Inc. | 0.28% | Reduce -3.6% | 1,696,534 | $20.3M |
| Parsifal Capital Management, LP | 1.40% | Reduce -53.9% | 1,692,912 | $20.2M |
| Pinebridge Investments, L.P. | 0.15% | Add +35.1% | 1,561,741 | $18.7M |
| Envestnet Asset Management Inc. | 0.01% | Add +40.4% | 1,505,039 | $18.0M |
| Telemark Asset Management, LLC | 1.85% | Add +50.0% | 1,500,000 | $17.9M |
| Wellington Management Group LLP | 0.00% | Add +13.3% | 1,409,518 | $16.9M |
| Segall Bryant & Hamill, LLC | 0.30% | Reduce -1.0% | 1,351,288 | $16.2M |
| Polar Asset Management Partners Inc. | 0.51% | Add +58.5% | 1,197,500 | $14.3M |
| Citadel Advisors | 0.01% | Add +334.5% | 1,149,047 | $13.7M |
| Pembroke Management, LTD | 1.53% | Add +116.2% | 1,090,051 | $13.0M |
| Royal Bank of Canada | 0.00% | Add +45.8% | 1,063,135 | $12.7M |
| Granahan Investment Management, LLC | 0.45% | Reduce -8.2% | 1,062,436 | $12.7M |
| Bank of New York Mellon Corp | 0.00% | Add +22.6% | 1,039,997 | $12.4M |
| Renaissance Technologies | 0.02% | Reduce -0.3% | 1,011,100 | $12.1M |
| First Trust Advisors LP | 0.01% | Reduce -8.9% | 948,568 | $11.3M |
| Morgan Stanley | 0.00% | Add +45.6% | 812,577 | $9.7M |
| Cramer Rosenthal McGlynn LLC | 0.52% | Add +34.1% | 801,785 | $9.6M |
| Raymond James & Associates | 0.01% | Add +41.5% | 787,408 | $9.4M |
| Nuveen Asset Management, LLC | 0.00% | Add +44.8% | 777,510 | $9.3M |
| Comerica Bank | 0.04% | Add +103.1% | 774,261 | $9.3M |
| Freemont Management S.A. | 1.40% | Reduce -23.7% | 759,600 | $9.1M |
| Cubist Systematic Strategies, LLC | 0.10% | Reduce -1.9% | 754,416 | $9.0M |
| Alaska Permanent Fund Corp | 0.13% | Add +5.9% | 723,597 | $8.7M |
| Adage Capital Partners Gp, L.L.C. | 0.02% | New | 700,000 | $8.4M |
| FMR LLC | 0.00% | Reduce -12.8% | 676,272 | $8.1M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -6.2% | 584,506 | $7.0M |
| Wells Fargo & Company | 0.00% | Add +695.4% | 573,365 | $6.9M |
| Polen Capital Management LLC | 0.02% | Reduce -2.2% | 564,831 | $6.8M |
| Picton Mahoney Asset Management | 0.28% | Add +63.7% | 548,740 | $6.6M |
| Swiss National Bank | 0.00% | Add +14.5% | 475,900 | $5.7M |
| Truist Financial Corp. | 0.01% | Add +35.0% | 444,138 | $5.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +50.4% | 442,038 | $5.3M |
| State of Alaska, Department of Revenue | 0.06% | No change | 440,653 | $5.3M |
| Susquehanna Fundamental Investments, LLC | 0.24% | New | 433,435 | $5.2M |
| Seven Grand Managers, LLC | 2.34% | New | 400,000 | $4.8M |
| Two Sigma Advisers, LP | 0.01% | Add +1754.5% | 395,000 | $4.7M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.02% | New | 371,437 | $4.4M |
| Two Sigma Investments, LP | 0.01% | Add +929.4% | 365,432 | $4.4M |
| Prudential Financial Inc. | 0.01% | Add +122.6% | 362,027 | $4.3M |
| Commonwealth Equity Services, LLC | 0.01% | No change | 350,400 | $4.2M |
| Los Angeles Capital Management LLC | 0.01% | New | 341,672 | $4.1M |
| McMorgan & Co. LLC | 0.70% | Add +16.6% | 341,061 | $4.1M |
| Ameriprise Financial Inc. | 0.00% | New | 331,103 | $4.0M |
| D. E. Shaw & Co. | 0.01% | Reduce -41.1% | 318,447 | $3.8M |
| Granite Investment Partners, LLC | 0.14% | Reduce -2.2% | 314,498 | $3.8M |
| Oppenheimer Asset Management Inc. | 0.05% | Add +9.1% | 311,813 | $3.7M |
| Rhumbline Advisers | 0.00% | Add +29.3% | 279,632 | $3.3M |
| Russell Investments Group, Ltd. | 0.01% | Add +0.6% | 278,964 | $3.3M |
| Gotham Asset Management | 0.05% | Add +219.2% | 271,932 | $3.3M |
| Jump Financial, LLC | 0.09% | Add +138.7% | 266,107 | $3.2M |
| Norris Perne & French LLP | 0.22% | New | 257,870 | $3.1M |
| Man Group plc | 0.01% | Add +113.3% | 256,545 | $3.1M |
| Natixis Advisors, LLC | 0.01% | Add +95.6% | 255,653 | $3.1M |
| Edgestream Partners, L.P. | 0.15% | Reduce -21.5% | 252,834 | $3.0M |
| JPMorgan Chase & Co. | 0.00% | Add +96.6% | 252,748 | $3.0M |
| California State Teachers Retirement System | 0.00% | Add +13.5% | 251,079 | $3.0M |
| Trexquant Investment LP | 0.06% | Add +36.3% | 246,328 | $2.9M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +11.1% | 240,770 | $2.9M |
| Cerity Partners LLC | 0.01% | Add +1618.4% | 225,245 | $2.7M |
| Legal & General Group Plc | 0.00% | Add +7.4% | 214,676 | $2.6M |
| Credit Suisse AG/ | 0.00% | Add +9.1% | 208,522 | $2.5M |
| Agf Management Ltd. | 0.01% | Reduce -19.1% | 197,211 | $2.4M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +27.5% | 190,057 | $2.3M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +27.5% | 190,057 | $2.3M |
| Captrust Financial Advisors | 0.01% | Add +25.7% | 185,757 | $2.2M |
| Quantbot Technologies LP | 0.12% | Add +26.4% | 184,401 | $2.2M |
| Engineers Gate Manager LP | 0.06% | Add +12.1% | 179,174 | $2.1M |
| HBK Investments L P | 0.06% | New | 175,000 | $2.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +63.5% | 169,261 | $2.0M |
| ExodusPoint Capital Management, LP | 0.02% | New | 166,650 | $2.0M |
| Berylson Capital Partners, LLC | 3.95% | New | 165,000 | $2.0M |
| Treasurer of the State of North Carolina | 0.01% | Add +69.5% | 151,238 | $1.8M |
| Jane Street Group, LLC | 0.00% | Add +46.4% | 143,339 | $1.7M |
| Voloridge Investment Management, LLC | 0.01% | New | 142,650 | $1.7M |
| STRS Ohio | 0.01% | Reduce -19.4% | 140,648 | $1.7M |
| Alliancebernstein L.P. | 0.00% | Add +49.9% | 136,728 | $1.6M |
| Estate Counselors, LLC | 0.18% | New | 133,445 | $1.6M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -43.0% | 131,165 | $1.6M |
| Public Employees Retirement System of Ohio | 0.01% | Add +53.9% | 129,606 | $1.6M |
| Redwood Investment Management, LLC | 0.14% | New | 126,231 | $1.5M |
| Exchange Traded Concepts, LLC | 0.04% | Reduce -21.6% | 124,065 | $1.5M |
| Point72 Asset Management | 0.00% | Reduce -17.8% | 121,800 | $1.5M |
| TimesSquare Capital Management, LLC | 0.02% | Reduce -46.4% | 119,643 | $1.4M |
| Stifel Financial Corp. | 0.00% | Add +1.2% | 117,842 | $1.4M |
| Lakeshore Financial Planning, Inc. | 0.70% | No change | 116,320 | $1.4M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Add +57.5% | 106,991 | $1.3M |
| Danske Bank A/S | 0.00% | — | 92,800 | $1.1M |
| Trust Point Inc. | 0.08% | Add +53.3% | 88,834 | $1.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -20.9% | 84,166 | $1.0M |
| Pacer Advisors, Inc. | 0.00% | Add +95.5% | 78,473 | $939K |
| Barclays PLC | 0.00% | Add +71.3% | 78,017 | $933K |
| Synovus Financial Corp. | 0.01% | Add +2.2% | 75,982 | $909K |
| Illinois Municipal Retirement Fund | 0.01% | No change | 75,134 | $899K |
| Mariner, LLC | 0.00% | Add +12.4% | 71,011 | $849K |
| BBJS Financial Advisors, LLC | 0.30% | No change | 70,000 | $837K |
| Walleye Capital LLC | 0.01% | New | 68,393 | $818K |
| Harbor Capital Advisors, Inc. | 0.11% | Add +117.8% | 67,833 | $811K |
| Arizona State Retirement System | 0.01% | Add +12.4% | 66,240 | $792K |
| Bradley Foster & Sargent Inc. | 0.01% | Add +0.8% | 65,657 | $785K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +0.1% | 63,335 | $757K |
| Petrus Trust Company, LTA | 0.07% | Add +35.9% | 62,089 | $743K |
| Lanark Financial, Inc. | 0.07% | Reduce -6.1% | 57,941 | $692K |
| Occudo Quantitative Strategies LP | 0.11% | Add +66.1% | 54,173 | $648K |
| PNC Financial Services Group, Inc. | 0.00% | Add +50.3% | 53,845 | $644K |
| Moody National Bank Trust Division | 0.05% | No change | 52,965 | $633K |
| Teacher Retirement System of Texas | 0.00% | Add +22.5% | 51,779 | $619K |
| Pathstone Holdings, LLC | 0.00% | Add +254.6% | 49,932 | $597K |
| HighTower Advisors, LLC | 0.00% | Add +0.8% | 45,547 | $554K |
| Capula Management Ltd | 0.02% | New | 45,613 | $546K |
| Robeco Institutional Asset Management B.V. | 0.00% | Add +4.0% | 44,580 | $533K |
| Capstone Investment Advisors, LLC | 0.02% | Add +47.7% | 43,299 | $518K |
| Corient Private Wealth LP | 0.00% | Reduce -1.2% | 42,672 | $510K |
| Voya Investment Management LLC | 0.00% | Add +61.4% | 40,666 | $486K |
| US Bancorp \de | 0.00% | Reduce -15.7% | 40,139 | $480K |
| Resona Asset Management Co.,Ltd. | 0.00% | — | 39,239 | $469K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 38,388 | $459K |
| Quantinno Capital Management LP | 0.01% | Add +246.2% | 37,356 | $447K |
| Glenmede Trust Co. NA | 0.00% | New | 36,112 | $432K |
| Park Avenue Securities LLC | 0.01% | Add +18.6% | 34,456 | $412K |
| Quadrature Capital Ltd | 0.01% | Reduce -76.6% | 33,699 | $402K |
| Bessemer Group Inc. | 0.00% | Add +143.8% | 33,449 | $400K |
| Centiva Capital, LP | 0.02% | Reduce -4.5% | 33,406 | $400K |
| Public Employees Retirement Association of Colorado | 0.00% | New | 33,278 | $398K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +5.3% | 32,082 | $384K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +32.9% | 31,243 | $374K |
| UBS Group AG | 0.00% | Add +6424.8% | 31,254 | $374K |
| Bank of Nova Scotia | 0.00% | Reduce -12.1% | 30,080 | $360K |
| Victory Capital Management Inc. | 0.00% | Add +10.4% | 29,399 | $352K |
| Neuberger Berman Group LLC | 0.00% | Add +7.4% | 29,393 | $352K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -81.8% | 41,638 | $350K |
| State of Wyoming | 0.06% | Add +78.1% | 28,583 | $342K |
| MML Investors Services, LLC | 0.00% | Add +16.2% | 28,344 | $339K |
| Fifth Third Bancorp | 0.00% | Add +11.2% | 28,290 | $338K |
| NewEdge Advisors, LLC | 0.00% | Add +20.0% | 28,241 | $338K |
| Cresset Asset Management, LLC | 0.00% | Add +51.7% | 27,169 | $325K |
| Pictet Asset Management Holding SA | 0.00% | No change | 26,358 | $315K |
| Maryland State Retirement & Pension System | 0.01% | Add +104.1% | 26,562 | $306K |
| Handelsbanken Fonder AB | 0.00% | No change | 24,400 | $292K |
| AQR Capital Management | 0.00% | Reduce -37.3% | 24,296 | $291K |
| FDx Advisors, Inc. | 0.04% | Reduce -25.7% | 23,950 | $286K |
| Baird Financial Group, Inc. | 0.00% | Add +12.4% | 23,529 | $281K |
| Icon Wealth Advisors, LLC | 0.03% | Reduce -7.4% | 22,955 | $275K |
| Sherbrooke Park Advisers LLC | 0.05% | Reduce -56.7% | 22,904 | $274K |
| Raymond James Trust N.A. | 0.01% | Add +33.7% | 21,548 | $258K |
| Bank of Montreal | 0.00% | Reduce -4.8% | 21,449 | $257K |
| Mirabella Financial Services LLP | 0.02% | Add +41.5% | 20,344 | $243K |
| Central Pacific Bank - Trust Division | 0.03% | — | 20,570 | $243K |
| Regions Financial Corp. | 0.00% | Add +1.3% | 19,721 | $236K |
| Campbell & CO Investment Adviser LLC | 0.02% | New | 19,678 | $235K |
| HighPoint Advisor Group LLC | 0.02% | Add +1.3% | 22,095 | $234K |
| State of Wisconsin Investment Board | 0.00% | Reduce -7.2% | 19,117 | $229K |
| Procyon Advisors, LLC | 0.02% | New | 19,043 | $228K |
| Hardy Reed LLC | 0.03% | Add +40.1% | 18,800 | $225K |
| Portfolio Strategies, Inc. | 0.02% | New | 18,800 | $225K |
| Utah Retirement Systems | 0.00% | Add +68.5% | 18,700 | $224K |
| Tidal Investments LLC | 0.00% | Add +10.2% | 18,626 | $223K |
| Xponance LLC | 0.00% | New | 18,476 | $221K |
| Seelaus Asset Management LLC | 0.22% | No change | 18,345 | $219K |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -58.3% | 24,140 | $217K |
| Amalgamated Bank | 0.00% | Reduce -56.3% | 17,827 | $213K |
| Wealth Alliance, LLC | 0.03% | Add +9.3% | 16,179 | $194K |
| AlphaQuest LLC | 0.03% | New | 16,001 | $191K |
| Teza Capital Management LLC | 0.03% | Reduce -60.3% | 15,858 | $190K |
| Deutsche Bank AG | 0.00% | Add +4.6% | 15,415 | $184K |
| Cetera Investment Advisers | 0.00% | New | 15,135 | $181K |
| Keybank National Association | 0.00% | New | 14,634 | $175K |
| Coldstream Capital Management Inc. | 0.00% | Add +37.3% | 14,325 | $171K |
| Northwest & Ethical Investments L.P. | 0.00% | New | 14,207 | $170K |
| Gilbert & Cook, Inc. | 0.02% | New | 14,023 | $168K |
| Diametric Capital, LP | 0.09% | New | 13,740 | $164K |
| Smithfield Trust Co | 0.01% | New | 13,685 | $164K |
| Susquehanna International Group, LLP | 0.00% | Reduce -37.4% | 13,329 | $159K |
| Mgo One Seven LLC | 0.01% | Reduce -23.0% | 12,953 | $155K |
| Townsquare Capital LLC | 0.00% | New | 12,933 | $155K |
| Paloma Partners Management Co | 0.03% | New | 12,912 | $154K |
| Squarepoint Ops LLC | 0.00% | Reduce -96.0% | 12,905 | $154K |
| Prelude Capital Management, LLC | 0.01% | New | 12,904 | $154K |
| Amundi | 0.00% | Reduce -8.4% | 12,851 | $147K |
| Wedmont Private Capital | 0.01% | Add +9.7% | 12,266 | $146K |
| Intech Investment Management LLC | 0.00% | New | 11,858 | $142K |
| Brevan Howard Capital Management LP | 0.01% | Reduce -49.3% | 11,823 | $141K |
| HSBC Holdings PLC | 0.00% | New | 10,389 | $124K |
| Parkside Financial Bank & Trust | 0.02% | Add +18.5% | 10,285 | $123K |
| Thrivent Financial for Lutherans | 0.00% | New | 10,013 | $120K |
| Principal Securities, Inc. | 0.00% | Add +831.7% | 7,351 | $88K |
| MetLife Investment Management, LLC | 0.00% | Add +68.8% | 6,605 | $79K |
| Hilltop National Bank | 0.02% | — | 5,898 | $71K |
| Twin Tree Management, LP | 0.00% | New | 4,412 | $53K |
| Park Place Capital Corp | 0.02% | No change | 4,175 | $50K |
| EntryPoint Capital, LLC | 0.03% | Reduce -73.8% | 3,071 | $37K |
| First Horizon Advisors, Inc. | 0.00% | No change | 2,806 | $34K |
| American International Group, Inc. | 0.00% | Add +68.6% | 2,789 | $33K |
| Quarry LP | 0.01% | Add +141.7% | 2,777 | $33K |
| Banque Cantonale Vaudoise | 0.00% | Add +128.4% | 2,533 | $30K |
| Rothschild Investment LLC | 0.00% | No change | 2,479 | $30K |
| Huntington National Bank | 0.00% | Add +136.3% | 1,862 | $22K |
| Federated Hermes, Inc. | 0.00% | Reduce -97.9% | 1,367 | $16K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -30.0% | 1,096 | $13K |
| Quent Capital, LLC | 0.00% | No change | 939 | $11K |
| Front Row Advisors LLC | 0.00% | New | 917 | $11K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -91.7% | 887 | $11K |
| GAMMA Investing LLC | 0.00% | Add +299.5% | 811 | $10K |
| Covestor Ltd | 0.01% | Reduce -69.2% | 751 | $9K |
| Cwm, LLC | 0.00% | Add +35.0% | 686 | $8K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 588 | $7K |
| Private Trust Co. NA | 0.00% | Add +32.2% | 575 | $7K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -1.8% | 559 | $7K |
| Assetmark, Inc. | 0.00% | New | 524 | $6K |
| Osaic Holdings, Inc. | 0.00% | Reduce -96.8% | 442 | $5K |
| CIBC Private Wealth Group LLC | 0.00% | New | 440 | $5K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -57.2% | 350 | $4K |
| Bell Investment Advisors, Inc | 0.00% | Add +40.8% | 276 | $3K |
| Simplex Trading, LLC | 0.00% | Reduce -99.1% | 329 | $3K |
| Spire Wealth Management | 0.00% | No change | 192 | $2K |
| Montag A & Associates Inc. | 0.00% | New | 137 | $2K |
| Carolinas Wealth Consulting LLC | 0.00% | New | 105 | $1K |
| Raffa Wealth Management, LLC | 0.00% | New | 92 | $1K |
| Chilton Capital Management LLC | 0.00% | No change | 65 | $778 |
| JFS Wealth Advisors, LLC | 0.00% | No change | 48 | $575 |
| EverSource Wealth Advisors, LLC | 0.00% | New | 44 | $494 |
| SJS Investment Consulting Inc. | 0.00% | No change | 23 | $276 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -8.3% | 11 | $132 |
"% of holder's portfolio" is CCC's weight in each manager's 13F, not the share of CCC Intelligent Solutions Ho the manager owns.