CCC Intelligent Solutions HoCCC
13F holders, Q2 2024 (June 30)307holders +43
73new positions
31sold out
8famous investors
$11.11avg. 13F price*
At the end of Q2 2024, 307 institutions reported holding CCC Intelligent Solutions Ho (CCC) in their 13F filings, up 43 from Q1 2024. 73 opened new positions and 31 sold out. The largest holders were Advent International, L.P. ($1.5B), T. Rowe Price Investment Management, Inc. ($621.5M) and Vanguard Group Inc. ($506.1M). 8 famous investors held it, including Chuck Akre (0.8% of Akre Capital Management's portfolio), George Soros (0.1% of Soros Fund Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 73 | $462.4M |
| Exits | 31 | $84.0M |
All 13F filers, Q1 2024 → Q2 2024: 145,178,333 shares bought and 129,036,132 shares sold, net +16,142,201 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 307 holders
| Advent International, L.P. | 36.99% | Reduce -37.4% | 139,342,526 | $1.5B |
| T. Rowe Price Investment Management, Inc. | 0.39% | Add +10.1% | 55,938,795 | $621.5M |
| Vanguard Group Inc. | 0.01% | Add +62.5% | 45,554,004 | $506.1M |
| Oak Hill Capital Management, LLC | 100.00% | Reduce -37.4% | 28,043,956 | $311.6M |
| Principal Financial Group Inc. | 0.17% | Add +37.8% | 25,250,230 | $280.5M |
| Artisan Partners Limited Partnership | 0.38% | Add +382.5% | 22,781,803 | $253.1M |
| BlackRock Inc. | 0.00% | Add +23.0% | 17,173,814 | $190.8M |
| Dragoneer Investment Group, LLC | 3.38% | Add +31.5% | 15,904,993 | $176.7M |
| Janus Henderson Group PLC | 0.07% | Add +0.4% | 12,520,730 | $139.1M |
| Bank of America Corp. | 0.01% | Add +319.0% | 12,427,249 | $138.1M |
| Ghisallo Capital Management LLC | 11.59% | New | 11,963,771 | $132.9M |
| Allspring Global Investments Holdings, LLC | 0.19% | Reduce -0.1% | 10,297,989 | $114.4M |
| Brown Advisory Inc. | 0.15% | Reduce -4.8% | 10,197,282 | $113.3M |
| Wasatch Advisors LP | 0.57% | New | 9,614,443 | $106.8M |
| Conestoga Capital Advisors, LLC | 1.33% | Add +26.9% | 8,009,885 | $89.0M |
| Akre Capital Management | 0.76% | Add +11.7% | 7,815,722 | $86.8M |
| Bessemer Group Inc. | 0.14% | Add +20803.5% | 6,992,029 | $77.7M |
| Riverbridge Partners LLC | 1.01% | Reduce -6.8% | 6,717,726 | $74.6M |
| GW&K Investment Management, LLC | 0.67% | Add +4.1% | 6,594,178 | $73.3M |
| Massachusetts Financial Services Co. | 0.02% | New | 6,376,621 | $70.8M |
| Geode Capital Management, LLC | 0.01% | Add +20.2% | 6,164,570 | $68.5M |
| State Street Corp. | 0.00% | Add +14.0% | 5,630,702 | $62.6M |
| Van Berkom & Associates Inc. | 1.84% | New | 5,545,020 | $61.6M |
| Norges Bank | 0.01% | Add +31.8% | 5,323,432 | $59.1M |
| Dimensional Fund Advisors LP | 0.01% | Add +65.3% | 4,632,968 | $51.5M |
| Hawk Ridge Capital Management LP | 2.18% | Add +25.3% | 4,561,713 | $50.7M |
| Morgan Stanley | 0.00% | Add +411.4% | 4,155,579 | $46.2M |
| Westfield Capital Management Co. LP | 0.23% | Add +34.3% | 4,123,614 | $45.8M |
| Citadel Advisors | 0.04% | Add +239.7% | 3,902,904 | $43.4M |
| Sei Investments Co. | 0.06% | Add +96.3% | 3,704,964 | $41.2M |
| Capital World Investors | 0.01% | No change | 3,695,000 | $41.1M |
| Edmond DE Rothschild Holding S.A. | 0.69% | Add +52.4% | 3,635,770 | $40.4M |
| Invesco Ltd. | 0.01% | Reduce -20.8% | 3,628,679 | $40.3M |
| TD Asset Management Inc | 0.04% | Add +5.8% | 3,595,780 | $39.9M |
| Millennium Management | 0.03% | Reduce -32.5% | 3,559,491 | $39.5M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +19.6% | 3,010,472 | $33.4M |
| Adero Partners, LLC | 2.14% | No change | 2,645,275 | $29.4M |
| Northern Trust Corp. | 0.00% | Add +30.8% | 2,387,157 | $26.5M |
| Teca Partners, LP | 18.28% | Add +21.8% | 2,361,183 | $26.2M |
| Palisade Capital Management, LP | 0.80% | Reduce -1.7% | 2,335,879 | $26.0M |
| New York State Common Retirement Fund | 0.03% | Add +26.9% | 2,334,268 | $25.9M |
| Fort Washington Investment Advisors Inc. | 0.16% | Add +0.2% | 2,248,803 | $25.0M |
| CI Investments Inc. | 0.10% | Add +22.8% | 2,211,354 | $24.6M |
| Summit Creek Advisors LLC | 3.17% | Reduce -6.5% | 2,081,298 | $23.1M |
| Pinebridge Investments, L.P. | 0.19% | Add +32.6% | 2,071,543 | $23.0M |
| Bank of New York Mellon Corp | 0.00% | Add +98.2% | 2,061,540 | $22.9M |
| Avenir Corp. | 2.21% | Add +0.4% | 2,050,801 | $22.8M |
| Alfreton Capital LLP | 9.18% | No change | 2,000,000 | $22.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +19.1% | 1,792,309 | $19.9M |
| Wellington Management Group LLP | 0.00% | Add +20.6% | 1,700,310 | $18.9M |
| Nuveen Asset Management, LLC | 0.01% | Add +112.8% | 1,654,502 | $18.4M |
| Thornburg Investment Management Inc. | 0.26% | Reduce -2.5% | 1,653,567 | $18.4M |
| Segall Bryant & Hamill, LLC | 0.30% | Add +12.9% | 1,525,473 | $16.9M |
| Telemark Asset Management, LLC | 1.51% | No change | 1,500,000 | $16.7M |
| Raymond James & Associates | 0.01% | Add +70.7% | 1,344,024 | $14.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +195.1% | 1,304,504 | $14.5M |
| Royal Bank of Canada | 0.00% | Add +11.9% | 1,189,948 | $13.2M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -55.4% | 1,134,837 | $12.6M |
| Pembroke Management, LTD | 1.69% | Add +3.8% | 1,131,957 | $12.6M |
| First Trust Advisors LP | 0.01% | Add +17.9% | 1,118,343 | $12.4M |
| Cramer Rosenthal McGlynn LLC | 0.73% | Add +39.3% | 1,117,114 | $12.4M |
| Comerica Bank | 0.04% | Add +22.9% | 951,516 | $10.6M |
| Polar Asset Management Partners Inc. | 0.38% | Reduce -27.0% | 874,700 | $9.7M |
| Polen Capital Management LLC | 0.02% | Add +51.2% | 854,191 | $9.5M |
| Wells Fargo & Company | 0.00% | Add +43.3% | 821,773 | $9.1M |
| Granahan Investment Management, LLC | 0.36% | Reduce -22.7% | 821,092 | $9.1M |
| Alaska Permanent Fund Corp | 0.13% | Add +14.3% | 827,091 | $8.5M |
| Granite Investment Partners, LLC | 0.34% | Add +132.3% | 730,617 | $8.1M |
| Element Capital Management LLC | 0.62% | New | 714,785 | $7.9M |
| Hudson Bay Capital Management LP | 0.07% | New | 700,000 | $7.8M |
| Adage Capital Partners Gp, L.L.C. | 0.01% | Reduce -7.1% | 650,000 | $7.2M |
| FMR LLC | 0.00% | Reduce -5.5% | 639,397 | $7.1M |
| Man Group plc | 0.02% | Add +141.5% | 619,568 | $6.9M |
| Swiss National Bank | 0.00% | Add +26.9% | 604,000 | $6.7M |
| Advantage Alpha Capital Partners LP | 1.46% | New | 601,305 | $6.7M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +0.9% | 589,633 | $6.6M |
| Boothbay Fund Management, LLC | 0.22% | New | 572,586 | $6.4M |
| Brasada Capital Management, LP | 1.10% | New | 557,173 | $6.2M |
| Ameriprise Financial Inc. | 0.00% | Add +55.3% | 514,101 | $5.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | — | 500,683 | $5.6M |
| Seven Grand Managers, LLC | 2.51% | Add +25.0% | 500,000 | $5.6M |
| Jefferies Financial Group Inc. | 0.12% | New | 500,000 | $5.6M |
| Blackstone Inc. | 0.02% | New | 500,000 | $5.6M |
| Oppenheimer Asset Management Inc. | 0.07% | Add +59.4% | 496,935 | $5.5M |
| AQR Capital Management | 0.01% | Add +1743.6% | 447,922 | $5.0M |
| State of Alaska, Department of Revenue | 0.05% | No change | 440,653 | $4.9M |
| Picton Mahoney Asset Management | 0.21% | Reduce -20.2% | 437,858 | $4.9M |
| Trexquant Investment LP | 0.07% | Add +75.4% | 432,116 | $4.8M |
| UBS Group AG | 0.00% | Add +1275.2% | 429,797 | $4.8M |
| Eagle Asset Management Inc. | 0.02% | New | 410,592 | $4.6M |
| Davidson Kempner Capital Management LP | 0.10% | New | 400,000 | $4.4M |
| Renaissance Technologies | 0.01% | Reduce -61.3% | 391,800 | $4.4M |
| Truist Financial Corp. | 0.01% | Reduce -14.4% | 380,277 | $4.2M |
| McMorgan & Co. LLC | 0.66% | Add +10.4% | 376,497 | $4.2M |
| Sixth Street Partners Management Company, L.P. | 0.56% | New | 370,000 | $4.1M |
| JPMorgan Chase & Co. | 0.00% | Add +45.7% | 368,186 | $4.1M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +179.0% | 365,961 | $4.1M |
| Rhumbline Advisers | 0.00% | Add +25.8% | 351,738 | $3.9M |
| Commonwealth Equity Services, LLC | 0.01% | No change | 350,400 | $3.9M |
| Russell Investments Group, Ltd. | 0.01% | Add +24.6% | 347,654 | $3.9M |
| Norris Perne & French LLP | 0.25% | Add +20.0% | 309,417 | $3.4M |
| California State Teachers Retirement System | 0.00% | Add +22.8% | 308,206 | $3.4M |
| Soros Fund Management | 0.10% | New | 300,000 | $3.3M |
| Legal & General Group Plc | 0.00% | Add +34.2% | 288,007 | $3.2M |
| Roubaix Capital, LLC | 1.77% | New | 252,147 | $2.8M |
| Investment House LLC | 0.16% | New | 251,750 | $2.8M |
| Maven Securities LTD | 0.43% | New | 250,000 | $2.8M |
| Walleye Capital LLC | 0.03% | Add +265.5% | 250,000 | $2.8M |
| Natixis Advisors, LLC | 0.01% | Reduce -2.5% | 249,174 | $2.8M |
| Berylson Capital Partners, LLC | 6.84% | Add +45.8% | 240,500 | $2.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +184.8% | 239,674 | $2.7M |
| Captrust Financial Advisors | 0.01% | Add +27.7% | 237,243 | $2.6M |
| Synovus Financial Corp. | 0.03% | Add +195.8% | 224,777 | $2.5M |
| ExodusPoint Capital Management, LP | 0.03% | Add +25.9% | 209,796 | $2.3M |
| Cerity Partners LLC | 0.01% | Reduce -7.2% | 209,026 | $2.3M |
| Harbor Capital Advisors, Inc. | 0.17% | Add +200.1% | 203,543 | $2.3M |
| D. E. Shaw & Co. | 0.00% | Reduce -36.3% | 202,813 | $2.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +19.0% | 201,347 | $2.2M |
| Agf Management Ltd. | 0.01% | Reduce -0.4% | 196,460 | $2.2M |
| Prudential Financial Inc. | 0.00% | Reduce -49.2% | 184,008 | $2.0M |
| Treasurer of the State of North Carolina | 0.01% | Add +21.1% | 183,077 | $2.0M |
| Alliancebernstein L.P. | 0.00% | Add +29.4% | 176,854 | $2.0M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -7.3% | 176,172 | $2.0M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -7.3% | 176,172 | $2.0M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Reduce -54.1% | 170,585 | $1.9M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -32.4% | 162,818 | $1.8M |
| Public Employees Retirement System of Ohio | 0.01% | Add +23.8% | 160,408 | $1.8M |
| Jane Street Group, LLC | 0.00% | Add +5.8% | 151,709 | $1.7M |
| Stifel Financial Corp. | 0.00% | Add +22.2% | 144,014 | $1.6M |
| STRS Ohio | 0.01% | Reduce -1.9% | 137,957 | $1.5M |
| B. Metzler seel. Sohn & Co. AG | 0.01% | New | 137,206 | $1.5M |
| Estate Counselors, LLC | 0.16% | Reduce -0.4% | 132,865 | $1.5M |
| Centiva Capital, LP | 0.07% | Add +295.5% | 132,122 | $1.5M |
| Freemont Management S.A. | 0.82% | Reduce -83.1% | 128,300 | $1.4M |
| State of Wisconsin Investment Board | 0.00% | Add +563.7% | 126,873 | $1.4M |
| Squarepoint Ops LLC | 0.01% | Add +838.4% | 121,103 | $1.3M |
| Lakeshore Financial Planning, Inc. | 0.63% | No change | 116,320 | $1.3M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Add +6.0% | 113,433 | $1.3M |
| Torray Investment Partners LLC | 0.18% | New | 110,647 | $1.2M |
| HRT Financial LP | 0.01% | New | 106,574 | $1.2M |
| OMERS ADMINISTRATION Corp | 0.01% | New | 103,400 | $1.1M |
| Ami Asset Management Corp. | 0.06% | New | 102,535 | $1.1M |
| Two Sigma Investments, LP | 0.00% | Reduce -72.1% | 101,840 | $1.1M |
| Blair William & Co. | 0.00% | New | 100,125 | $1.1M |
| Tower Research Capital LLC (TRC) | 0.02% | Add +10379.5% | 92,953 | $1.0M |
| Trust Point Inc. | 0.08% | Add +1.6% | 90,296 | $1.0M |
| Pearl River Capital, LLC | 0.16% | New | 88,377 | $982K |
| Quadrature Capital Ltd | 0.02% | Add +162.2% | 88,358 | $980K |
| Thrivent Financial for Lutherans | 0.00% | Add +777.9% | 87,905 | $977K |
| Citigroup Inc. | 0.00% | Reduce -99.3% | 87,178 | $969K |
| Arizona State Retirement System | 0.01% | Add +29.8% | 85,981 | $955K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +35.7% | 85,961 | $955K |
| Gotham Asset Management | 0.01% | Reduce -69.8% | 81,974 | $911K |
| Teacher Retirement System of Texas | 0.00% | Add +47.2% | 76,202 | $847K |
| Periscope Capital Inc. | 0.34% | New | 75,800 | $842K |
| Pacer Advisors, Inc. | 0.00% | Reduce -4.0% | 75,308 | $837K |
| Illinois Municipal Retirement Fund | 0.01% | No change | 75,134 | $835K |
| Monashee Investment Management LLC | 0.11% | New | 75,000 | $833K |
| HBK Investments L P | 0.02% | Reduce -57.1% | 75,000 | $833K |
| Mariner, LLC | 0.00% | Add +1.1% | 71,773 | $797K |
| Lanark Financial, Inc. | 0.07% | Add +21.4% | 70,321 | $781K |
| BBJS Financial Advisors, LLC | 0.29% | No change | 70,000 | $778K |
| Atria Investments, Inc | 0.01% | New | 68,140 | $757K |
| Bradley Foster & Sargent Inc. | 0.01% | Add +2.1% | 67,047 | $745K |
| Handelsbanken Fonder AB | 0.00% | Add +170.5% | 66,000 | $733K |
| SG Americas Securities, LLC | 0.00% | New | 62,852 | $698K |
| PNC Financial Services Group, Inc. | 0.00% | Add +15.8% | 62,333 | $693K |
| Petrus Trust Company, LTA | 0.06% | No change | 62,089 | $690K |
| Voya Investment Management LLC | 0.00% | Add +45.9% | 59,310 | $659K |
| State Board of Administration of Florida Retirement System | 0.00% | Add +139.9% | 57,920 | $643K |
| Oak Thistle LLC | 0.46% | New | 55,561 | $617K |
| Resona Asset Management Co.,Ltd. | 0.00% | Add +40.5% | 55,139 | $613K |
| Pathstone Holdings, LLC | 0.00% | Add +5.6% | 52,724 | $586K |
| Mackenzie Financial Corp. | 0.00% | New | 51,780 | $575K |
| Victory Capital Management Inc. | 0.00% | Add +70.4% | 50,094 | $557K |
| Artal Group S.A. | 0.01% | New | 50,000 | $556K |
| Moody National Bank Trust Division | 0.04% | Reduce -6.5% | 49,515 | $550K |
| Corient Private Wealth LP | 0.00% | Add +16.0% | 49,509 | $550K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +26.1% | 48,411 | $538K |
| Cornercap Investment Counsel Inc. | 0.09% | New | 47,494 | $528K |
| Glenmede Trust Co. NA | 0.00% | Add +29.4% | 46,739 | $519K |
| Procyon Advisors, LLC | 0.04% | Add +141.6% | 46,004 | $511K |
| Equitable Trust Co. | 0.03% | New | 45,691 | $508K |
| Cetera Investment Advisers | 0.00% | Add +200.5% | 45,482 | $505K |
| Entropy Technologies, LP | 0.05% | New | 45,384 | $504K |
| Barclays PLC | 0.00% | Reduce -45.4% | 42,634 | $474K |
| HighTower Advisors, LLC | 0.00% | Reduce -9.0% | 41,430 | $463K |
| US Bancorp \de | 0.00% | Add +2.5% | 41,122 | $457K |
| Pictet Asset Management Holding SA | 0.00% | Add +53.4% | 40,431 | $449K |
| Quantinno Capital Management LP | 0.01% | Add +2.1% | 38,158 | $424K |
| Susquehanna Fundamental Investments, LLC | 0.01% | Reduce -91.5% | 36,614 | $407K |
| Park Avenue Securities LLC | 0.00% | Add +4.1% | 35,873 | $399K |
| Diametric Capital, LP | 0.22% | Add +158.9% | 35,569 | $395K |
| LPL Financial LLC | 0.00% | New | 35,319 | $392K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 33,278 | $370K |
| Maryland State Retirement & Pension System | 0.01% | Add +23.4% | 32,775 | $364K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -0.8% | 31,809 | $353K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +0.3% | 31,323 | $348K |
| Neuberger Berman Group LLC | 0.00% | Add +5.5% | 31,018 | $345K |
| Algert Global LLC | 0.01% | New | 30,914 | $343K |
| Bank of Nova Scotia | 0.00% | Reduce -1.4% | 29,655 | $329K |
| Nebula Research & Development LLC | 0.05% | New | 28,421 | $316K |
| Fifth Third Bancorp | 0.00% | Reduce -0.7% | 28,088 | $312K |
| MML Investors Services, LLC | 0.00% | Reduce -3.5% | 27,344 | $304K |
| Avantax Advisory Services, Inc. | 0.00% | New | 27,123 | $301K |
| Cresset Asset Management, LLC | 0.00% | Reduce -0.6% | 27,013 | $300K |
| OneDigital Investment Advisors LLC | 0.00% | New | 25,506 | $283K |
| Raymond James Trust N.A. | 0.01% | Add +16.4% | 25,078 | $279K |
| K.J. Harrison & Partners Inc | 0.05% | New | 24,700 | $274K |
| Regions Financial Corp. | 0.00% | Add +21.2% | 23,903 | $266K |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.2% | 23,481 | $261K |
| Wrapmanager Inc. | 0.07% | New | 23,336 | $259K |
| Magnetar Financial LLC | 0.01% | New | 22,651 | $252K |
| Amalgamated Bank | 0.00% | Add +25.8% | 22,423 | $249K |
| Utah Retirement Systems | 0.00% | Add +19.3% | 22,300 | $248K |
| HighPoint Advisor Group LLC | 0.01% | Add +1.5% | 22,423 | $247K |
| Bank of Montreal | 0.00% | Add +0.1% | 21,463 | $247K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 21,922 | $244K |
| Central Pacific Bank - Trust Division | 0.03% | No change | 20,570 | $229K |
| HSBC Holdings PLC | 0.00% | Add +95.0% | 20,255 | $225K |
| Hardy Reed LLC | 0.02% | Add +7.0% | 20,110 | $223K |
| Sandia Investment Management LP | 0.28% | New | 20,000 | $222K |
| Seelaus Asset Management LLC | 0.23% | Add +8.7% | 19,945 | $222K |
| State of Wyoming | 0.04% | Reduce -31.0% | 19,720 | $219K |
| Prelude Capital Management, LLC | 0.02% | Add +49.1% | 19,237 | $214K |
| Gilbert & Cook, Inc. | 0.03% | Add +37.1% | 19,228 | $214K |
| Icon Wealth Advisors, LLC | 0.02% | Reduce -10.9% | 20,450 | $210K |
| Rockefeller Capital Management L.P. | 0.00% | New | 18,873 | $210K |
| Keybank National Association | 0.00% | Add +28.0% | 18,726 | $208K |
| NewEdge Advisors, LLC | 0.00% | Reduce -34.0% | 18,648 | $207K |
| Capstone Investment Advisors, LLC | 0.01% | Reduce -57.0% | 18,607 | $207K |
| Xponance LLC | 0.00% | Add +0.3% | 18,533 | $206K |
| Amundi | 0.00% | Add +39.4% | 17,910 | $199K |
| CIBC Asset Management Inc | 0.00% | New | 17,426 | $194K |
| Stephens Inc. | 0.00% | New | 17,193 | $191K |
| AlphaQuest LLC | 0.02% | Add +2.1% | 16,338 | $182K |
| Robeco Institutional Asset Management B.V. | 0.00% | Reduce -64.5% | 15,850 | $176K |
| Deutsche Bank AG | 0.00% | Add +2.6% | 15,813 | $176K |
| Intech Investment Management LLC | 0.00% | Add +33.2% | 15,795 | $175K |
| Wealth Alliance, LLC | 0.02% | Reduce -2.9% | 15,712 | $175K |
| Townsquare Capital LLC | 0.00% | Add +17.5% | 15,196 | $169K |
| Coldstream Capital Management Inc. | 0.00% | Add +0.4% | 14,388 | $160K |
| Berry Wealth Group, LP | 0.13% | New | 14,139 | $157K |
| Smithfield Trust Co | 0.01% | No change | 13,685 | $152K |
| Mgo One Seven LLC | 0.01% | Reduce -2.6% | 12,611 | $140K |
| Chicago Partners Investment Group LLC | 0.01% | New | 12,639 | $139K |
| Two Sigma Securities, LLC | 0.01% | New | 12,389 | $138K |
| Parkside Financial Bank & Trust | 0.02% | Add +15.2% | 11,849 | $132K |
| Quarry LP | 0.05% | Add +304.0% | 11,219 | $125K |
| Northwest & Ethical Investments L.P. | 0.00% | Reduce -22.6% | 11,000 | $122K |
| Lindenwold Advisors, INC | 0.06% | New | 10,720 | $119K |
| Marks Group Wealth Management, Inc | 0.01% | New | 10,648 | $118K |
| Twin Tree Management, LP | 0.00% | Add +136.7% | 10,443 | $116K |
| Principal Securities, Inc. | 0.00% | Add +41.9% | 10,434 | $116K |
| Ethic Inc. | 0.00% | New | 10,421 | $116K |
| Associated Banc-Corp | 0.00% | New | 10,186 | $113K |
| MetLife Investment Management, LLC | 0.00% | Add +14.1% | 7,536 | $84K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | New | 6,649 | $82K |
| Hilltop National Bank | 0.02% | Add +2.8% | 6,060 | $67K |
| KBC Group NV | 0.00% | New | 5,677 | $63K |
| Smartleaf Asset Management LLC | 0.01% | Add +1152.3% | 4,383 | $50K |
| Huntington National Bank | 0.00% | Add +128.4% | 4,253 | $47K |
| Park Place Capital Corp | 0.01% | Reduce -1.9% | 4,094 | $45K |
| Osaic Holdings, Inc. | 0.00% | Add +709.7% | 3,579 | $40K |
| Corebridge Financial, Inc. | 0.00% | — | 3,232 | $36K |
| First Horizon Advisors, Inc. | 0.00% | Add +11.1% | 3,117 | $35K |
| Cwm, LLC | 0.00% | Add +352.6% | 3,105 | $34K |
| Banque Cantonale Vaudoise | 0.00% | Reduce -6.6% | 2,366 | $26K |
| Allworth Financial LP | 0.00% | New | 1,982 | $22K |
| Clearstead Advisors, LLC | 0.00% | New | 1,969 | $22K |
| GAMMA Investing LLC | 0.00% | Add +112.3% | 1,722 | $19K |
| Venturi Wealth Management, LLC | 0.00% | Add +53.4% | 1,681 | $19K |
| Federated Hermes, Inc. | 0.00% | Reduce -5.3% | 1,295 | $14K |
| Global Retirement Partners, LLC | 0.00% | New | 1,152 | $13K |
| Advisors Asset Management, Inc. | 0.00% | New | 1,130 | $13K |
| Rothschild Investment LLC | 0.00% | Reduce -61.8% | 947 | $11K |
| Quent Capital, LLC | 0.00% | No change | 939 | $10K |
| Jones Financial Companies LLLP | 0.00% | New | 900 | $10K |
| Blue Trust, Inc. | 0.00% | New | 827 | $10K |
| Front Row Advisors LLC | 0.00% | Reduce -11.9% | 808 | $9K |
| CIBC Private Wealth Group LLC | 0.00% | Add +71.6% | 755 | $8K |
| Covestor Ltd | 0.01% | Add +0.5% | 755 | $8K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 588 | $7K |
| Private Trust Co. NA | 0.00% | No change | 575 | $6K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 559 | $6K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -99.5% | 553 | $6K |
| TimesSquare Capital Management, LLC | 0.00% | Reduce -99.6% | 518 | $6K |
| Farther Finance Advisors, LLC | 0.00% | New | 485 | $5K |
| Bokf, NA | 0.00% | New | 446 | $5K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 366 | $4K |
| Bell Investment Advisors, Inc | 0.00% | No change | 276 | $3K |
| Assetmark, Inc. | 0.00% | Reduce -55.1% | 235 | $3K |
| Spire Wealth Management | 0.00% | Reduce -16.1% | 161 | $2K |
| Opal Wealth Advisors, LLC | 0.00% | New | 158 | $2K |
| Montag A & Associates Inc. | 0.00% | No change | 137 | $2K |
| Johnson Financial Group, Inc. | 0.00% | New | 125 | $1K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 105 | $1K |
| Bellevue Asset Management, LLC | 0.00% | New | 102 | $1K |
| Raffa Wealth Management, LLC | 0.00% | No change | 92 | $1K |
| Riggs Asset Managment Co. Inc. | 0.00% | New | 72 | $800 |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 47 | $522 |
| EverSource Wealth Advisors, LLC | 0.00% | Add +11.4% | 49 | $503 |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -6.3% | 45 | $500 |
| Versant Capital Management, Inc | 0.00% | New | 29 | $322 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -17.4% | 19 | $212 |
| MV Capital Management, Inc. | 0.00% | New | 18 | $200 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -18.2% | 9 | $100 |
"% of holder's portfolio" is CCC's weight in each manager's 13F, not the share of CCC Intelligent Solutions Ho the manager owns.