CCC Intelligent Solutions HoCCC

13F holders, Q3 2024 (September 30)
296holders −11
45new positions
56sold out
7famous investors
$11.05avg. 13F price*

At the end of Q3 2024, 296 institutions reported holding CCC Intelligent Solutions Ho (CCC) in their 13F filings, down 11 from Q2 2024. 45 opened new positions and 56 sold out. The largest holders were Advent International, L.P. ($1.5B), T. Rowe Price Investment Management, Inc. ($716.1M) and Vanguard Group Inc. ($558.5M). 7 famous investors held it, including Chuck Akre (1.0% of Akre Capital Management's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
CCC Intelligent Solutions Ho
CUSIP
12510Q100
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 264Q1 2024Q2 2024: 307Q2 2024Q3 2024: 296Q3 2024Q4 2024: 309Q4 2024Q1 2025: 337Q1 2025Q2 2025: 337Q2 2025Q3 2025: 354Q3 2025Q4 2025: 346Q4 2025Q1 2026: 376Q1 2026Q2 2026: 355Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions45$84.1M
Exits56$229.3M

All 13F filers, Q2 2024 → Q3 2024: 63,915,758 shares bought and 49,692,061 shares sold, net +14,223,697 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 296 holders

Advent International, L.P. 32.59% No change 139,342,526 $1.5B
T. Rowe Price Investment Management, Inc. 0.43% Add +15.8% 64,806,433 $716.1M
Vanguard Group Inc. 0.01% Add +10.9% 50,539,838 $558.5M
Oak Hill Capital Management, LLC 100.00% No change 28,043,956 $309.9M
Principal Financial Group Inc. 0.16% Add +4.9% 26,484,511 $292.7M
Artisan Partners Limited Partnership 0.39% Add +4.1% 23,720,577 $262.1M
BlackRock, Inc. 0.00% — 19,814,651 $219.0M
Wasatch Advisors LP 0.78% Add +49.1% 14,331,030 $158.4M
Brown Advisory Inc. 0.19% Add +34.7% 13,733,553 $151.8M
Janus Henderson Group PLC 0.07% Add +0.2% 12,549,230 $138.7M
Akre Capital Management 0.98% Add +36.7% 10,681,398 $118.0M
Conestoga Capital Advisors, LLC 1.43% Add +18.7% 9,508,085 $105.1M
Allspring Global Investments Holdings, LLC 0.16% Reduce -8.3% 9,442,507 $104.3M
Dragoneer Investment Group, LLC 1.77% Reduce -42.2% 9,196,301 $101.6M
Massachusetts Financial Services Co. 0.03% Add +35.6% 8,648,957 $95.6M
Bank of America Corp. 0.01% Reduce -37.1% 7,817,292 $86.4M
State Street Corp. 0.00% Add +32.3% 7,446,518 $82.3M
Van Berkom & Associates Inc. 2.22% Add +31.9% 7,316,556 $80.8M
Geode Capital Management, LLC 0.01% Add +16.9% 7,204,260 $79.6M
Morgan Stanley 0.01% Add +72.5% 7,170,212 $79.2M
Bessemer Group Inc. 0.13% Add +1.8% 7,116,316 $78.6M
GW&K Investment Management, LLC 0.63% Add +1.7% 6,703,672 $74.1M
Riverbridge Partners LLC 0.94% Reduce -5.7% 6,337,725 $70.0M
Dimensional Fund Advisors LP 0.02% Add +24.8% 5,782,171 $63.9M
Adero Partners, LLC 4.24% Add +118.5% 5,780,925 $63.9M
Norges Bank 0.01% Add +4.4% 5,555,707 $61.4M
TD Asset Management Inc 0.04% Add +18.9% 4,273,508 $47.6M
Westfield Capital Management Co. LP 0.21% Add +4.3% 4,299,865 $47.5M
Sei Investments Co. 0.06% Add +12.0% 4,147,918 $45.8M
Hawk Ridge Capital Management LP 1.84% Reduce -15.6% 3,850,439 $42.5M
Charles Schwab Investment Management Inc. 0.01% Add +26.6% 3,811,792 $42.1M
Edmond DE Rothschild Holding S.A. 0.66% Add +2.5% 3,726,570 $41.2M
Capital World Investors 0.01% No change 3,695,000 $40.8M
TPG GP A, LLC 0.66% New 3,484,261 $38.5M
Wellington Management Group LLP 0.01% Add +92.9% 3,279,252 $36.2M
Pinebridge Investments, L.P. 0.23% Add +34.6% 2,787,703 $30.8M
CI Investments Inc. 0.11% Add +13.9% 2,519,626 $27.8M
Northern Trust Corp. 0.00% Add +5.1% 2,509,462 $27.7M
New York State Common Retirement Fund 0.04% Add +1.6% 2,371,135 $26.2M
Teca Partners, LP 17.95% Reduce -1.8% 2,319,023 $25.6M
Bank of New York Mellon Corp 0.00% Add +9.1% 2,249,086 $24.9M
Palisade Capital Management, LP 0.73% Reduce -6.0% 2,195,806 $24.3M
Summit Creek Advisors LLC 3.21% Add +2.6% 2,135,747 $23.6M
Alfreton Capital LLP 10.22% No change 2,000,000 $22.1M
Envestnet Asset Management Inc. 0.01% Add +9.9% 1,969,515 $21.8M
Avenir Corp. 2.05% Reduce -10.1% 1,843,789 $20.4M
Susquehanna International Group, LLP 0.03% New 1,828,382 $20.2M
Thornburg Investment Management Inc. 0.26% Add +7.7% 1,780,396 $19.7M
Fort Washington Investment Advisors Inc. 0.12% Reduce -22.4% 1,744,673 $19.3M
Raymond James & Associates 0.01% Add +16.0% 1,559,611 $17.2M
Telemark Asset Management, LLC 1.62% Reduce -3.3% 1,450,000 $16.0M
Cramer Rosenthal McGlynn LLC 0.88% Add +28.1% 1,431,297 $15.8M
Royal Bank of Canada 0.00% Add +17.7% 1,400,440 $15.5M
Segall Bryant & Hamill, LLC 0.20% Reduce -11.2% 1,353,991 $15.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +2.7% 1,340,289 $14.8M
Sixth Street Partners Management Company, L.P. 1.80% Add +224.3% 1,200,000 $13.3M
Bank Julius Baer & Co. Ltd, Zurich 0.04% Add +17276.5% 1,155,366 $12.9M
Pembroke Management, LTD 1.57% Reduce -1.3% 1,117,263 $12.3M
Comerica Bank 0.05% Add +11.9% 1,064,988 $11.8M
Nuveen Asset Management, LLC 0.00% Reduce -38.9% 1,010,421 $11.2M
First Trust Advisors LP 0.01% Reduce -10.2% 1,004,196 $11.1M
Granite Investment Partners, LLC 0.43% Add +23.1% 899,710 $9.9M
Wells Fargo & Company 0.00% Add +6.7% 876,816 $9.7M
Alaska Permanent Fund Corp 0.13% No change 827,091 $9.1M
Polen Capital Management LLC 0.02% Reduce -6.8% 796,190 $8.8M
Swiss National Bank 0.01% Add +30.6% 788,900 $8.7M
Polar Asset Management Partners Inc. 0.30% Reduce -9.9% 787,900 $8.7M
Man Group plc 0.02% Add +17.6% 728,935 $8.1M
Gotham Asset Management 0.08% Add +764.3% 708,498 $7.8M
Eagle Asset Management Inc. 0.04% Add +63.7% 671,968 $7.7M
Ameriprise Financial Inc. 0.00% Add +34.9% 693,476 $7.7M
FMR LLC 0.00% Add +5.9% 677,262 $7.5M
Qube Research & Technologies Ltd 0.01% Reduce -43.5% 641,133 $7.1M
Granahan Investment Management, LLC 0.26% Reduce -25.9% 607,986 $6.7M
HighTower Advisors, LLC 0.01% Add +1355.0% 602,797 $6.7M
Brasada Capital Management, LP 1.14% Add +9.5% 610,007 $6.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +15.0% 575,957 $6.4M
Oppenheimer Asset Management Inc. 0.07% Add +12.4% 558,595 $6.2M
Russell Investments Group, Ltd. 0.01% Add +44.9% 503,587 $5.6M
Advantage Alpha Capital Partners LP 1.16% Reduce -23.5% 460,100 $5.1M
Blue Owl Capital Holdings LP 0.98% New 457,104 $5.1M
JPMorgan Chase & Co. 0.00% Add +23.3% 453,911 $5.0M
State of Alaska, Department of Revenue 0.05% No change 440,653 $4.9M
Invesco Ltd. 0.00% Reduce -88.1% 433,104 $4.8M
UBS Group AG 0.00% Reduce -3.9% 413,210 $4.6M
McMorgan & Co. LLC 0.70% Add +8.7% 409,095 $4.5M
Rhumbline Advisers 0.00% Add +13.3% 398,425 $4.4M
Truist Financial Corp. 0.01% Add +2.5% 389,827 $4.3M
California State Teachers Retirement System 0.01% Add +25.3% 386,024 $4.3M
Legal & General Group Plc 0.00% Add +30.0% 374,382 $4.1M
Commonwealth Equity Services, LLC 0.01% Add +0.1% 350,855 $3.9M
Norris Perne & French LLP 0.26% Add +10.3% 341,367 $3.8M
Harbor Capital Advisors, Inc. 0.16% Add +67.2% 340,397 $3.8M
Investment House LLC 0.20% Add +32.8% 334,220 $3.7M
Dark Forest Capital Management LP 0.47% New 333,894 $3.7M
Crescent Park Management, L.P. 1.56% New 322,600 $3.6M
Natixis Advisors, LLC 0.01% Add +22.5% 305,321 $3.4M
Norman Fields, Gottscho Capital Management, LLC 1.08% New 295,604 $3.3M
Agf Management Ltd. 0.02% Add +46.4% 287,684 $3.2M
Jane Street Group, LLC 0.01% Add +86.2% 282,404 $3.1M
Cerity Partners LLC 0.01% Add +16.3% 243,118 $2.7M
D. E. Shaw & Co. 0.00% Add +17.8% 239,000 $2.6M
T. Rowe Price Associates Inc. 0.00% Add +14.4% 230,269 $2.5M
Synovus Financial Corp. 0.03% Add +1.6% 228,404 $2.5M
AQR Capital Management 0.00% Reduce -50.6% 221,285 $2.4M
B. Metzler seel. Sohn & Co. Holding AG 0.02% — 205,771 $2.3M
B. Metzler seel. Sohn & Co. AG 0.02% Add +50.0% 205,771 $2.3M
Treasurer of the State of North Carolina 0.01% Add +7.9% 197,557 $2.2M
Renaissance Technologies 0.00% Reduce -51.2% 191,200 $2.1M
Alliancebernstein L.P. 0.00% Add +5.8% 187,092 $2.1M
State of New Jersey Common Pension Fund D 0.01% Add +12.9% 183,835 $2.0M
Orion Porfolio Solutions, LLC 0.02% Reduce -6.1% 165,366 $1.8M
Orion Portfolio Solutions, LLC 0.02% Reduce -6.1% 165,366 $1.8M
Teachers Retirement System of the State of Kentucky 0.02% Add +45.5% 165,040 $1.8M
Public Employees Retirement System of Ohio 0.01% Add +2.4% 164,208 $1.8M
Stifel Financial Corp. 0.00% Add +12.5% 162,076 $1.8M
Illinois Municipal Retirement Fund 0.02% Add +97.1% 148,099 $1.6M
Goldman Sachs Group Inc. 0.00% Reduce -38.7% 146,850 $1.6M
Deutsche Bank AG 0.00% Add +773.4% 138,106 $1.5M
Citigroup Inc. 0.00% Add +49.5% 130,306 $1.4M
Freemont Management S.A. 0.74% No change 128,300 $1.4M
Amundi 0.00% Add +634.2% 131,493 $1.4M
Sound View Wealth Advisors Group, LLC 0.11% New 120,000 $1.3M
Arizona State Retirement System 0.01% Add +35.3% 116,357 $1.3M
Lakeshore Financial Planning, Inc. 0.57% No change 116,320 $1.3M
Manufacturers Life Insurance Company, The 0.00% Add +32.1% 113,516 $1.3M
Magnetar Financial LLC 0.03% Add +391.7% 111,384 $1.2M
Torray Investment Partners LLC 0.17% Reduce -0.5% 110,062 $1.2M
Barclays PLC 0.00% Add +155.7% 109,020 $1.2M
Campbell & CO Investment Adviser LLC 0.08% New 98,828 $1.1M
Consolidated Press International Holdings Ltd. 0.17% New 97,900 $1.1M
Trust Point Inc. 0.08% Add +3.0% 93,015 $1.0M
Ami Asset Management Corp. 0.05% Reduce -11.9% 90,310 $998K
Verition Fund Management LLC 0.01% New 86,378 $954K
State Board of Administration of Florida Retirement System 0.00% Add +46.0% 84,570 $934K
Procyon Advisors, LLC 0.06% Add +72.8% 79,500 $878K
Teacher Retirement System of Texas 0.00% Add +3.8% 79,086 $874K
Schonfeld Strategic Advisors LLC 0.01% Add +256.0% 78,034 $862K
Atria Investments, Inc 0.01% Add +13.6% 77,427 $856K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +55.9% 75,494 $834K
BBJS Financial Advisors, LLC 0.28% No change 70,000 $774K
Mariner, LLC 0.00% Reduce -3.4% 69,366 $767K
Lanark Financial, Inc. 0.06% Reduce -1.8% 69,066 $763K
Captrust Financial Advisors 0.00% Reduce -71.1% 68,609 $758K
PNC Financial Services Group, Inc. 0.00% Add +7.5% 67,026 $741K
Handelsbanken Fonder AB 0.00% No change 66,000 $729K
Nebula Research & Development LLC 0.09% Add +128.0% 64,812 $716K
Y-Intercept (Hong Kong) Ltd 0.04% New 62,007 $685K
Strategic Wealth Partners, Ltd. 0.07% New 61,952 $685K
Corient Private Wealth LP 0.00% Add +24.7% 61,749 $682K
Two Sigma Investments, LP 0.00% Reduce -39.7% 61,433 $679K
Voya Investment Management LLC 0.00% Reduce -0.9% 58,778 $649K
Glenmede Trust Co. NA 0.00% Add +22.1% 57,073 $631K
SG Americas Securities, LLC 0.00% Reduce -9.6% 56,848 $628K
Resona Asset Management Co.,Ltd. 0.00% No change 55,139 $609K
Victory Capital Management Inc. 0.00% Add +5.2% 52,720 $583K
Moody National Bank Trust Division 0.06% Add +3.8% 51,415 $568K
Cannon Global Investment Management, LLC 1.35% New 51,000 $564K
State of Wisconsin Investment Board 0.00% Reduce -60.1% 50,555 $559K
Pictet Asset Management Holding SA 0.00% Add +22.6% 49,585 $548K
Cetera Investment Advisers 0.00% Add +8.8% 49,502 $547K
Pathstone Holdings, LLC 0.00% Reduce -7.8% 48,608 $537K
Petrus Trust Company, LTA 0.05% Reduce -22.6% 48,090 $531K
Equitable Trust Co. 0.03% No change 45,691 $505K
Arrowstreet Capital, Limited Partnership 0.00% Reduce -87.5% 45,627 $504K
New York Life Investment Management LLC 0.00% New 41,556 $459K
LPL Financial LLC 0.00% Add +13.6% 40,103 $443K
Prudential Financial Inc. 0.00% Reduce -78.8% 39,087 $432K
US Bancorp \de 0.00% Reduce -5.2% 38,985 $431K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -93.4% 38,967 $431K
Bank of Nova Scotia 0.00% Add +19.1% 35,322 $390K
Entropy Technologies, LP 0.04% Reduce -22.5% 35,184 $389K
Wrapmanager Inc. 0.10% Add +44.6% 33,741 $373K
Public Employees Retirement Association of Colorado 0.00% No change 33,278 $368K
Envestnet Portfolio Solutions, Inc. 0.00% Add +2.6% 32,641 $361K
Fifth Third Bancorp 0.00% Add +9.5% 30,766 $340K
Neuberger Berman Group LLC 0.00% Reduce -1.4% 30,577 $338K
Raymond James Trust N.A. 0.01% Add +20.9% 30,309 $335K
Janney Capital Management LLC 0.02% New 29,018 $321K
Park Avenue Securities LLC 0.00% Reduce -20.7% 28,441 $314K
Thrivent Financial for Lutherans 0.00% Reduce -67.7% 28,400 $314K
Avantax Advisory Services, Inc. 0.00% Reduce -0.1% 27,098 $299K
Baird Financial Group, Inc. 0.00% Add +14.6% 26,905 $297K
XTX Topco Ltd 0.02% New 26,449 $292K
MML Investors Services, LLC 0.00% Reduce -4.0% 26,256 $290K
Regions Financial Corp. 0.00% Add +7.7% 25,744 $284K
Maryland State Retirement & Pension System 0.01% Reduce -22.3% 25,458 $281K
K.J. Harrison & Partners Inc 0.04% No change 24,700 $280K
Stephens Inc. 0.00% Add +47.1% 25,296 $280K
CW Advisors, LLC 0.00% New 24,104 $266K
Amalgamated Bank 0.00% Add +5.8% 23,722 $262K
Utah Retirement Systems 0.00% Add +6.3% 23,700 $262K
OneDigital Investment Advisors LLC 0.00% Reduce -7.5% 23,592 $261K
Townsquare Capital LLC 0.00% Add +50.5% 22,863 $253K
Gilbert & Cook, Inc. 0.03% Add +17.6% 22,615 $250K
Raymond James Financial Services Advisors, Inc. 0.00% New 22,194 $245K
HighPoint Advisor Group LLC 0.01% Add +2.3% 22,937 $240K
Bank of Montreal 0.00% Reduce -0.3% 21,393 $238K
Hardy Reed LLC 0.02% Add +7.1% 21,540 $238K
NewEdge Advisors, LLC 0.00% Add +13.0% 21,073 $233K
Xponance LLC 0.00% Add +11.6% 20,682 $229K
Keybank National Association 0.00% Add +5.8% 19,821 $219K
Cresset Asset Management, LLC 0.00% Reduce -26.9% 19,743 $218K
Berry Wealth Group, LP 0.15% Add +35.2% 19,115 $211K
EntryPoint Capital, LLC 0.12% New 19,111 $211K
Kodai Capital Management LP 0.00% New 18,720 $207K
Coldstream Capital Management Inc. 0.00% Add +26.7% 18,236 $204K
CIBC Asset Management Inc 0.00% Add +3.3% 17,992 $199K
Quantinno Capital Management LP 0.00% Reduce -54.1% 17,495 $193K
Sterling Capital Management LLC 0.00% — 17,189 $190K
Squarepoint Ops LLC 0.00% Reduce -86.1% 16,873 $186K
Millennium Management 0.00% Reduce -99.5% 16,478 $182K
Wealth Alliance, LLC 0.02% Add +1.6% 15,962 $176K
Central Pacific Bank - Trust Division 0.02% Reduce -23.2% 15,800 $175K
Intech Investment Management LLC 0.00% No change 15,795 $175K
&partners 0.00% New 15,617 $173K
Prelude Capital Management, LLC 0.01% Reduce -21.4% 15,120 $167K
Marex Group Ltd 0.00% New 15,000 $166K
Associated Banc-Corp 0.00% Add +46.7% 14,942 $165K
Icon Wealth Advisors, LLC 0.01% Reduce -27.4% 14,845 $164K
Chicago Partners Investment Group LLC 0.01% Add +15.5% 14,596 $162K
State of Wyoming 0.02% Reduce -29.3% 13,949 $154K
Sanctuary Advisors, LLC 0.00% New 12,296 $153K
Smithfield Trust Co 0.01% No change 13,685 $151K
Principal Securities, Inc. 0.00% Add +30.3% 13,600 $150K
Baker Tilly Wealth Management, LLC 0.07% New 13,498 $149K
HSBC Holdings PLC 0.00% Reduce -35.4% 13,082 $145K
Lindenwold Advisors, INC 0.07% Add +21.7% 13,050 $144K
Parkside Financial Bank & Trust 0.02% Add +8.4% 12,839 $142K
Capstone Investment Advisors, LLC 0.00% Reduce -32.6% 12,537 $139K
American Century Companies Inc. 0.00% New 12,510 $138K
Marks Group Wealth Management, Inc 0.01% Add +17.3% 12,486 $138K
M&T Bank Corp 0.00% New 11,214 $124K
Citadel Advisors 0.00% Reduce -99.7% 11,059 $122K
Tidal Investments LLC 0.00% New 10,588 $117K
Vanguard Personalized Indexing Management, LLC 0.00% New 10,441 $115K
KBC Group NV 0.00% Add +81.7% 10,314 $114K
Marco Investment Management LLC 0.01% New 10,225 $113K
Sandia Investment Management LP 0.18% Reduce -50.0% 10,000 $111K
Osaic Holdings, Inc. 0.00% Add +177.0% 9,914 $110K
Tower Research Capital LLC (TRC) 0.00% Reduce -90.9% 8,457 $93K
Danske Bank A/S 0.00% New 8,000 $88K
MetLife Investment Management, LLC 0.00% Add +5.1% 7,920 $88K
Hilltop National Bank 0.02% Add +14.1% 6,912 $76K
Huntington National Bank 0.00% Add +37.6% 5,852 $65K
Smartleaf Asset Management LLC 0.01% Add +30.3% 5,712 $64K
Simplex Trading, LLC 0.00% New 5,332 $58K
Park Place Capital Corp 0.01% Reduce -1.2% 4,045 $45K
Corebridge Financial, Inc. 0.00% Add +4.2% 3,366 $37K
First Horizon Advisors, Inc. 0.00% No change 3,117 $34K
Advisors Asset Management, Inc. 0.00% Add +153.0% 2,859 $32K
Banque Cantonale Vaudoise 0.00% No change 2,366 $26K
Clearstead Advisors, LLC 0.00% Reduce -2.5% 1,919 $21K
Allworth Financial LP 0.00% Reduce -14.1% 1,702 $19K
Parallel Advisors, LLC 0.00% New 1,518 $17K
Jones Financial Companies LLLP 0.00% Add +58.9% 1,430 $16K
Cwm, LLC 0.00% Reduce -57.2% 1,329 $15K
Blue Trust, Inc. 0.00% Add +60.0% 1,323 $15K
Global Retirement Partners, LLC 0.00% Add +8.1% 1,245 $14K
Oarsman Capital, Inc. 0.00% New 1,130 $12K
Ashton Thomas Securities, LLC 0.00% New 1,010 $11K
Quent Capital, LLC 0.00% No change 939 $10K
GAMMA Investing LLC 0.00% Reduce -49.8% 864 $10K
Covestor Ltd 0.01% Add +0.1% 756 $8K
CIBC Private Wealth Group LLC 0.00% Reduce -13.3% 655 $7K
Rothschild Investment LLC 0.00% Reduce -36.5% 601 $7K
Federation des caisses Desjardins du Quebec 0.00% New 600 $7K
Iron Horse Wealth Management, LLC 0.00% No change 588 $6K
Private Trust Co. NA 0.00% No change 575 $6K
Concourse Financial Group Securities, Inc. 0.00% Reduce -12.7% 488 $5K
Venturi Wealth Management, LLC 0.00% Reduce -71.5% 479 $5K
Bokf, NA 0.00% No change 446 $5K
Truvestments Capital LLC 0.00% New 344 $4K
Bell Investment Advisors, Inc 0.00% No change 276 $3K
Assetmark, Inc. 0.00% No change 235 $3K
EverSource Wealth Advisors, LLC 0.00% Add +357.1% 224 $2K
Carolina Wealth Advisors, LLC 0.00% New 196 $2K
Steward Partners Investment Advisory, LLC 0.00% Add +285.1% 181 $2K
Private Wealth Management Group, LLC 0.00% New 161 $2K
MassMutual Private Wealth & Trust, FSB 0.00% New 146 $2K
Larson Financial Group LLC 0.00% New 121 $1K
Bellevue Asset Management, LLC 0.00% Add +17.6% 120 $1K
Montag A & Associates Inc. 0.00% Reduce -15.3% 116 $1K
Concord Wealth Partners 0.00% New 111 $1K
Johnson Financial Group, Inc. 0.00% Reduce -14.4% 107 $1K
Fortitude Family Office, LLC 0.00% New 105 $1K
Carolinas Wealth Consulting LLC 0.00% Reduce -8.6% 96 $1K
Versant Capital Management, Inc 0.00% Add +169.0% 78 $862
Riggs Asset Managment Co. Inc. 0.00% No change 72 $796
Earned Wealth Advisors, LLC 0.00% New 69 $762
AlphaQuest LLC 0.00% Reduce -99.7% 48 $530
JFS Wealth Advisors, LLC 0.00% Reduce -73.3% 12 $133
Brooklyn Investment Group 0.00% New 5 $56
SJS Investment Consulting Inc. 0.00% Reduce -73.7% 5 $56
DiNuzzo Private Wealth, Inc. 0.00% Reduce -77.8% 2 $23
Avion Wealth 0.00% New 46 $0

"% of holder's portfolio" is CCC's weight in each manager's 13F, not the share of CCC Intelligent Solutions Ho the manager owns.