CCC Intelligent Solutions HoCCC
13F holders, Q4 2024 (December 31)309holders +13
38new positions
29sold out
7famous investors
$11.73avg. 13F price*
At the end of Q4 2024, 309 institutions reported holding CCC Intelligent Solutions Ho (CCC) in their 13F filings, up 13 from Q3 2024. 38 opened new positions and 29 sold out. The largest holders were Advent International, L.P. ($1.6B), T. Rowe Price Investment Management, Inc. ($807.8M) and Vanguard Group Inc. ($602.8M). 7 famous investors held it, including Chuck Akre (1.1% of Akre Capital Management's portfolio), Joel Greenblatt (0.1% of Gotham Asset 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $149.3M |
| Exits | 29 | $119.7M |
All 13F filers, Q3 2024 → Q4 2024: 54,968,074 shares bought and 23,457,515 shares sold, net +31,510,559 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 309 holders
| Advent International, L.P. | 38.19% | No change | 139,342,526 | $1.6B |
| T. Rowe Price Investment Management, Inc. | 0.50% | Add +6.3% | 68,866,717 | $807.8M |
| Vanguard Group Inc. | 0.01% | Add +1.7% | 51,387,172 | $602.8M |
| Principal Financial Group Inc. | 0.17% | Add +1.7% | 26,939,551 | $316.0M |
| Artisan Partners Limited Partnership | 0.42% | Reduce -1.5% | 23,359,006 | $274.0M |
| BlackRock, Inc. | 0.01% | Add +6.5% | 21,100,021 | $247.5M |
| Wasatch Advisors LP | 0.82% | Reduce -1.2% | 14,163,764 | $166.1M |
| Brown Advisory Inc. | 0.21% | Add +2.2% | 14,033,496 | $164.6M |
| Janus Henderson Group PLC | 0.07% | Add +0.0% | 12,553,813 | $147.3M |
| Conestoga Capital Advisors, LLC | 1.91% | Add +28.9% | 12,261,035 | $143.8M |
| Akre Capital Management | 1.08% | No change | 10,681,398 | $125.3M |
| T. Rowe Price Associates Inc. | 0.01% | Add +4172.1% | 9,837,354 | $115.4M |
| Bessemer Group Inc. | 0.19% | Add +37.1% | 9,758,786 | $114.5M |
| Dragoneer Investment Group, LLC | 1.88% | No change | 9,196,301 | $107.9M |
| Allspring Global Investments Holdings, LLC | 0.15% | Reduce -14.6% | 8,064,442 | $93.6M |
| State Street Corp. | 0.00% | Add +6.0% | 7,889,818 | $92.5M |
| Bank of America Corp. | 0.01% | Reduce -0.6% | 7,771,111 | $91.2M |
| Morgan Stanley | 0.01% | Add +4.5% | 7,491,570 | $87.9M |
| Geode Capital Management, LLC | 0.01% | Add +1.1% | 7,281,891 | $85.4M |
| GW&K Investment Management, LLC | 0.68% | Add +1.8% | 6,821,079 | $80.0M |
| Van Berkom & Associates Inc. | 2.30% | Reduce -9.7% | 6,607,027 | $77.5M |
| Massachusetts Financial Services Co. | 0.02% | Reduce -24.5% | 6,529,937 | $76.6M |
| Dimensional Fund Advisors LP | 0.02% | Add +11.8% | 6,461,972 | $75.8M |
| Edmond DE Rothschild Holding S.A. | 1.25% | Add +66.9% | 6,219,470 | $73.0M |
| Riverbridge Partners LLC | 0.94% | Reduce -6.9% | 5,900,151 | $69.2M |
| Adero Partners, LLC | 4.18% | Reduce -4.3% | 5,530,573 | $64.9M |
| Jefferies Financial Group Inc. | 0.67% | New | 4,951,387 | $58.1M |
| TD Asset Management Inc | 0.05% | Add +4.0% | 4,444,112 | $52.1M |
| Norges Bank | 0.01% | Reduce -23.2% | 4,265,287 | $50.0M |
| Sei Investments Co. | 0.06% | Reduce -0.3% | 4,133,251 | $48.5M |
| TPG GP A, LLC | 0.77% | Add +17.3% | 4,087,220 | $47.9M |
| JPMorgan Chase & Co. | 0.00% | Add +753.3% | 3,873,418 | $45.4M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +0.5% | 3,831,838 | $44.9M |
| Capital World Investors | 0.01% | No change | 3,695,000 | $43.3M |
| London Co. of Virginia | 0.21% | New | 3,346,325 | $39.3M |
| Wellington Management Group LLP | 0.01% | Reduce -10.2% | 2,944,446 | $34.5M |
| Pamalican Asset Management Ltd | 14.91% | — | 2,879,206 | $33.8M |
| Northern Trust Corp. | 0.00% | Add +11.9% | 2,806,996 | $32.9M |
| Envestnet Asset Management Inc. | 0.01% | Add +37.7% | 2,712,578 | $31.8M |
| Raymond James Financial Inc. | 0.01% | — | 2,644,513 | $31.0M |
| Palisade Capital Management, LP | 0.93% | Add +19.2% | 2,617,467 | $30.7M |
| Pinebridge Investments, L.P. | 0.23% | Reduce -8.2% | 2,559,865 | $30.0M |
| CI Investments Inc. | 0.11% | Add +0.0% | 2,520,710 | $29.6M |
| Rivulet Capital, LLC | 3.03% | New | 2,500,000 | $29.3M |
| Citadel Advisors | 0.03% | Add +21970.8% | 2,440,804 | $28.6M |
| New York State Common Retirement Fund | 0.04% | Add +0.2% | 2,374,871 | $27.9M |
| Bank of New York Mellon Corp | 0.01% | Add +2.6% | 2,306,778 | $27.1M |
| Millennium Management | 0.02% | Add +13733.4% | 2,279,474 | $26.7M |
| Summit Creek Advisors LLC | 3.30% | Add +0.3% | 2,142,150 | $25.1M |
| Teca Partners, LP | 15.78% | Reduce -8.9% | 2,111,575 | $24.8M |
| Citigroup Inc. | 0.02% | Add +1345.5% | 1,883,624 | $22.1M |
| Fort Washington Investment Advisors Inc. | 0.13% | Add +6.2% | 1,853,183 | $21.7M |
| Thornburg Investment Management Inc. | 0.27% | Reduce -0.6% | 1,770,652 | $20.8M |
| Royal Bank of Canada | 0.00% | Add +24.6% | 1,745,211 | $20.5M |
| Avenir Corp. | 2.09% | Reduce -5.8% | 1,736,507 | $20.4M |
| Cramer Rosenthal McGlynn LLC | 1.01% | Add +6.1% | 1,518,315 | $17.8M |
| Alfreton Capital LLP | 6.15% | Reduce -27.0% | 1,459,831 | $17.1M |
| Telemark Asset Management, LLC | 1.70% | No change | 1,450,000 | $17.0M |
| Segall Bryant & Hamill, LLC | 0.23% | Add +3.6% | 1,402,390 | $16.5M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.05% | Add +15.3% | 1,332,305 | $15.9M |
| Sixth Street Partners Management Company, L.P. | 1.82% | No change | 1,200,000 | $14.1M |
| Susquehanna International Group, LLP | 0.02% | Reduce -34.8% | 1,191,558 | $14.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -13.6% | 1,157,937 | $13.6M |
| Pembroke Management, LTD | 1.62% | Reduce -1.1% | 1,104,636 | $13.0M |
| Comerica Bank | 0.05% | Reduce -5.8% | 1,003,804 | $11.8M |
| Sellaronda Global Management LP | 11.92% | — | 1,000,000 | $11.7M |
| Jain Global LLC | 0.35% | — | 996,750 | $11.7M |
| Ameriprise Financial Inc. | 0.00% | Add +42.3% | 986,831 | $11.6M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -2.9% | 981,413 | $11.5M |
| UBS Group AG | 0.00% | Add +125.8% | 932,877 | $10.9M |
| Wells Fargo & Company | 0.00% | Add +3.0% | 903,510 | $10.6M |
| Davidson Kempner Capital Management LP | 0.28% | New | 888,628 | $10.4M |
| Granite Investment Partners, LLC | 0.42% | Reduce -7.7% | 830,643 | $9.7M |
| Alaska Permanent Fund Corp | 0.14% | No change | 827,091 | $9.7M |
| Swiss National Bank | 0.01% | Add +1.0% | 797,000 | $9.3M |
| Gotham Asset Management | 0.09% | Add +8.7% | 769,930 | $9.0M |
| Polen Capital Management LLC | 0.02% | Reduce -4.3% | 762,304 | $8.9M |
| First Trust Advisors LP | 0.01% | Reduce -29.0% | 712,724 | $8.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.02% | Add +12.6% | 648,264 | $7.6M |
| Brasada Capital Management, LP | 1.24% | Add +3.8% | 633,123 | $7.0M |
| HighTower Advisors, LLC | 0.01% | Reduce -2.7% | 586,617 | $6.9M |
| Oppenheimer Asset Management Inc. | 0.08% | Reduce -0.3% | 556,910 | $6.5M |
| Granahan Investment Management, LLC | 0.25% | Reduce -14.9% | 517,180 | $6.1M |
| Investment House LLC | 0.33% | Add +54.3% | 515,820 | $6.1M |
| Russell Investments Group, Ltd. | 0.01% | Add +2.3% | 515,372 | $6.0M |
| Barclays PLC | 0.00% | Add +357.3% | 498,560 | $5.8M |
| Rockbridge Asset Management LLC | 3.05% | — | 457,443 | $5.4M |
| Crescent Park Management, L.P. | 2.10% | Add +34.6% | 434,152 | $5.1M |
| Legal & General Group Plc | 0.00% | Add +13.4% | 424,741 | $5.0M |
| Rhumbline Advisers | 0.00% | Add +2.5% | 408,502 | $4.8M |
| McMorgan & Co. LLC | 0.74% | Reduce -0.9% | 405,299 | $4.8M |
| Truist Financial Corp. | 0.01% | Add +3.5% | 403,425 | $4.7M |
| Norman Fields, Gottscho Capital Management, LLC | 1.53% | Add +34.5% | 397,489 | $4.7M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -39.6% | 387,041 | $4.5M |
| California State Teachers Retirement System | 0.01% | Reduce -0.9% | 382,591 | $4.5M |
| Invesco Ltd. | 0.00% | Reduce -11.8% | 381,959 | $4.5M |
| Norris Perne & French LLP | 0.32% | Add +11.0% | 378,769 | $4.4M |
| Advantage Alpha Capital Partners LP | 1.02% | Reduce -20.2% | 367,202 | $4.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +0.0% | 350,982 | $4.1M |
| Natixis Advisors, LLC | 0.01% | Add +7.8% | 329,009 | $3.9M |
| D. E. Shaw & Co. | 0.00% | Add +2.5% | 244,951 | $2.9M |
| Jane Street Group, LLC | 0.00% | Reduce -13.9% | 243,020 | $2.9M |
| Synovus Financial Corp. | 0.03% | Add +2.2% | 233,413 | $2.7M |
| Stifel Financial Corp. | 0.00% | Add +41.4% | 229,212 | $2.7M |
| 2Xideas AG | 0.34% | New | 215,148 | $2.5M |
| Cerity Partners LLC | 0.01% | Reduce -6.7% | 226,881 | $2.5M |
| HRT Financial LP | 0.01% | New | 211,342 | $2.5M |
| Agf Management Ltd. | 0.01% | Reduce -28.9% | 204,558 | $2.4M |
| Treasurer of the State of North Carolina | 0.01% | Add +0.6% | 198,807 | $2.3M |
| Alliancebernstein L.P. | 0.00% | Add +0.8% | 188,631 | $2.2M |
| B. Metzler seel. Sohn & Co. AG | 0.02% | Reduce -12.3% | 180,378 | $2.1M |
| MML Investors Services, LLC | 0.01% | Add +585.8% | 180,062 | $2.1M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -3.1% | 178,197 | $2.1M |
| State Board of Administration of Florida Retirement System | 0.00% | Add +104.7% | 173,070 | $2.0M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +2.7% | 169,795 | $2.0M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +2.7% | 169,795 | $2.0M |
| Teacher Retirement System of Texas | 0.01% | Add +105.6% | 162,619 | $1.9M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | — | 161,906 | $1.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +10.0% | 161,483 | $1.9M |
| Teachers Retirement System of the State of Kentucky | 0.02% | Reduce -4.1% | 158,287 | $1.9M |
| LPL Financial LLC | 0.00% | Add +290.4% | 156,577 | $1.8M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -5.4% | 155,316 | $1.8M |
| Illinois Municipal Retirement Fund | 0.02% | No change | 148,099 | $1.7M |
| BNP Paribas Financial Markets | 0.00% | New | 144,876 | $1.7M |
| Corient Private Wealth LP | 0.00% | Add +130.3% | 142,208 | $1.7M |
| Squarepoint Ops LLC | 0.00% | Add +736.2% | 141,091 | $1.7M |
| Freemont Management S.A. | 0.74% | No change | 128,300 | $1.5M |
| Sound View Wealth Advisors Group, LLC | 0.11% | No change | 120,000 | $1.4M |
| Arizona State Retirement System | 0.01% | Add +1.0% | 117,507 | $1.4M |
| Cache Advisors, LLC | 0.57% | — | 116,091 | $1.4M |
| Handelsbanken Fonder AB | 0.01% | Add +74.4% | 115,100 | $1.4M |
| Torray Investment Partners LLC | 0.19% | Add +0.7% | 110,834 | $1.3M |
| Consolidated Press International Holdings Ltd. | 0.20% | Add +13.1% | 110,700 | $1.3M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -2.5% | 110,651 | $1.3M |
| Susquehanna Fundamental Investments, LLC | 0.02% | — | 102,012 | $1.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +34.0% | 101,196 | $1.2M |
| Lakeshore Financial Planning, Inc. | 0.50% | Reduce -14.4% | 99,620 | $1.2M |
| Atria Investments, Inc | 0.01% | Add +22.2% | 94,585 | $1.1M |
| AQR Capital Management | 0.00% | Reduce -57.8% | 93,443 | $1.1M |
| Ami Asset Management Corp. | 0.06% | Add +2.4% | 92,484 | $1.1M |
| Strategic Wealth Partners, Ltd. | 0.09% | Add +59.0% | 98,503 | $1.1M |
| KLP Kapitalforvaltning As | 0.00% | — | 84,900 | $996K |
| Pathstone Holdings, LLC | 0.00% | Add +74.6% | 84,865 | $996K |
| Park Avenue Securities LLC | 0.01% | Add +193.0% | 83,335 | $978K |
| Bridgewater Associates | 0.00% | New | 79,167 | $929K |
| Verition Fund Management LLC | 0.00% | Reduce -10.6% | 77,255 | $906K |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -2.7% | 75,900 | $890K |
| Resona Asset Management Co.,Ltd. | 0.01% | Add +34.6% | 74,232 | $871K |
| Glenmede Trust Co. NA | 0.00% | Add +29.3% | 73,784 | $865K |
| Mangrove Partners Im, LLC | 0.10% | New | 73,476 | $862K |
| Procyon Advisors, LLC | 0.05% | Reduce -8.1% | 73,079 | $857K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +122.5% | 72,627 | $852K |
| Campbell & CO Investment Adviser LLC | 0.07% | Reduce -26.7% | 72,398 | $849K |
| Mariner, LLC | 0.00% | Add +2.7% | 71,244 | $836K |
| Trust Point Inc. | 0.06% | Reduce -25.2% | 69,582 | $816K |
| Aster Capital Management (DIFC) Ltd | 0.28% | New | 61,930 | $726K |
| Two Sigma Investments, LP | 0.00% | Reduce -1.4% | 60,563 | $710K |
| Pictet Asset Management Holding SA | 0.00% | Add +19.7% | 59,343 | $696K |
| Delphi Financial Group, Inc. | 0.36% | New | 57,015 | $669K |
| Voya Investment Management LLC | 0.00% | Reduce -6.6% | 54,916 | $644K |
| Cannon Global Investment Management, LLC | 1.57% | Add +5.9% | 54,000 | $633K |
| Victory Capital Management Inc. | 0.00% | Reduce -1.4% | 51,985 | $610K |
| Cetera Investment Advisers | 0.00% | Reduce -2.5% | 48,241 | $566K |
| Equitable Trust Co. | 0.03% | No change | 45,691 | $536K |
| State of Wisconsin Investment Board | 0.00% | Reduce -16.5% | 42,193 | $495K |
| Captrust Financial Advisors | 0.00% | Reduce -38.9% | 41,951 | $492K |
| FMR LLC | 0.00% | Reduce -93.8% | 41,793 | $490K |
| Twinbeech Capital LP | 0.01% | New | 41,669 | $489K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.6% | 39,180 | $460K |
| Sanctuary Advisors, LLC | 0.00% | Add +228.3% | 40,366 | $451K |
| Moody National Bank Trust Division | 0.05% | Reduce -25.4% | 38,365 | $450K |
| US Bancorp \de | 0.00% | Reduce -5.1% | 37,011 | $434K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 33,278 | $390K |
| Neuberger Berman Group LLC | 0.00% | Add +6.4% | 32,534 | $382K |
| Fifth Third Bancorp | 0.00% | Reduce -0.1% | 30,721 | $360K |
| &partners | 0.00% | Add +90.2% | 29,708 | $343K |
| Janney Capital Management LLC | 0.02% | Add +0.2% | 29,075 | $341K |
| Bank of Nova Scotia | 0.00% | Reduce -18.3% | 28,846 | $338K |
| Wrapmanager Inc. | 0.09% | Reduce -15.1% | 28,632 | $336K |
| Avantax Advisory Services, Inc. | 0.00% | Add +5.6% | 28,625 | $336K |
| Principal Securities, Inc. | 0.01% | Add +108.8% | 28,391 | $333K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -58.6% | 27,715 | $325K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -1.3% | 28,020 | $320K |
| Baird Financial Group, Inc. | 0.00% | Add +0.3% | 26,989 | $317K |
| Sterling Capital Management LLC | 0.00% | Add +55.9% | 26,797 | $314K |
| Regions Financial Corp. | 0.00% | Add +3.6% | 26,678 | $313K |
| HighPoint Advisor Group LLC | 0.02% | Add +25.3% | 28,741 | $312K |
| SG Americas Securities, LLC | 0.00% | Reduce -54.3% | 25,991 | $305K |
| NewEdge Advisors, LLC | 0.00% | Add +23.1% | 25,945 | $304K |
| Maryland State Retirement & Pension System | 0.01% | No change | 25,458 | $299K |
| EntryPoint Capital, LLC | 0.13% | Add +33.2% | 25,453 | $299K |
| Oak Thistle LLC | 0.09% | New | 25,377 | $298K |
| Deutsche Bank AG | 0.00% | Reduce -81.9% | 24,950 | $293K |
| Global Retirement Partners, LLC | 0.01% | Add +1878.2% | 24,628 | $289K |
| K.J. Harrison & Partners Inc | 0.04% | No change | 24,700 | $287K |
| Townsquare Capital LLC | 0.00% | Add +6.5% | 24,338 | $285K |
| Hardy Reed LLC | 0.02% | Add +11.2% | 23,955 | $281K |
| OneDigital Investment Advisors LLC | 0.00% | Add +1.5% | 23,953 | $281K |
| Utah Retirement Systems | 0.00% | No change | 23,700 | $278K |
| Amalgamated Bank | 0.00% | No change | 23,722 | $278K |
| Stephens Inc. | 0.00% | Reduce -8.1% | 23,245 | $273K |
| Xponance LLC | 0.00% | Add +11.5% | 23,060 | $270K |
| Gilbert & Cook, Inc. | 0.04% | Add +1.4% | 22,930 | $269K |
| DRW Securities, LLC | 0.02% | New | 21,545 | $253K |
| Bank of Montreal | 0.00% | Reduce -3.9% | 20,556 | $241K |
| Coldstream Capital Management Inc. | 0.01% | Add +12.4% | 20,494 | $240K |
| Berry Wealth Group, LP | 0.17% | Add +5.8% | 20,224 | $237K |
| Rockefeller Capital Management L.P. | 0.00% | New | 19,657 | $231K |
| Osaic Holdings, Inc. | 0.00% | Add +103.2% | 20,144 | $226K |
| Prelude Capital Management, LLC | 0.02% | Add +26.9% | 19,179 | $225K |
| CIBC Asset Management Inc | 0.00% | Add +5.9% | 19,046 | $223K |
| Quantinno Capital Management LP | 0.00% | Add +8.8% | 19,036 | $223K |
| Prudential Financial Inc. | 0.00% | Reduce -53.1% | 18,327 | $216K |
| Amundi | 0.00% | Reduce -85.8% | 18,659 | $215K |
| State of Wyoming | 0.03% | Add +26.8% | 17,680 | $207K |
| Chicago Partners Investment Group LLC | 0.01% | Add +21.2% | 17,686 | $203K |
| Lindenwold Advisors, INC | 0.11% | Add +30.5% | 17,025 | $200K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +61.3% | 16,837 | $197K |
| Keybank National Association | 0.00% | Reduce -15.1% | 16,824 | $197K |
| Central Pacific Bank - Trust Division | 0.03% | Add +6.1% | 16,760 | $197K |
| Headlands Technologies LLC | 0.02% | New | 16,266 | $191K |
| KBC Group NV | 0.00% | Add +55.9% | 16,075 | $189K |
| Wealth Alliance, LLC | 0.02% | Reduce -1.4% | 15,736 | $185K |
| Man Group plc | 0.00% | Reduce -97.9% | 15,547 | $182K |
| Associated Banc-Corp | 0.01% | Add +0.9% | 15,084 | $177K |
| Icon Wealth Advisors, LLC | 0.01% | Reduce -0.2% | 14,816 | $174K |
| Baker Tilly Wealth Management, LLC | 0.07% | Add +6.6% | 14,386 | $169K |
| Smithfield Trust Co | 0.01% | No change | 13,685 | $160K |
| Marco Investment Management LLC | 0.01% | Add +29.8% | 13,275 | $156K |
| Marks Group Wealth Management, Inc | 0.01% | No change | 12,486 | $146K |
| Mgo One Seven LLC | 0.01% | New | 12,401 | $145K |
| Parkside Financial Bank & Trust | 0.02% | Reduce -4.8% | 12,221 | $143K |
| Two Sigma Securities, LLC | 0.03% | New | 11,836 | $139K |
| M&T Bank Corp | 0.00% | Add +2.3% | 11,473 | $134K |
| Praxis Investment Management Inc. | 0.01% | New | 11,410 | $134K |
| Sagespring Wealth Partners, LLC | 0.00% | — | 11,366 | $133K |
| Tidal Investments LLC | 0.00% | Add +5.3% | 11,147 | $131K |
| HSBC Holdings PLC | 0.00% | Reduce -17.2% | 10,833 | $127K |
| Arax Advisory Partners | 0.01% | New | 10,533 | $124K |
| Curated Wealth Partners LLC | 0.01% | New | 10,044 | $118K |
| Hilltop National Bank | 0.03% | Add +21.3% | 8,386 | $98K |
| MetLife Investment Management, LLC | 0.00% | Add +0.3% | 7,943 | $93K |
| Smartleaf Asset Management LLC | 0.01% | Add +27.1% | 7,258 | $86K |
| Caitong International Asset Management Co., Ltd | 0.08% | — | 7,252 | $85K |
| Huntington National Bank | 0.00% | Add +1.7% | 5,951 | $70K |
| First Horizon Advisors, Inc. | 0.00% | Add +90.0% | 5,922 | $69K |
| Simplex Trading, LLC | 0.00% | Add +11.6% | 5,952 | $69K |
| Advisors Asset Management, Inc. | 0.00% | Add +64.4% | 4,701 | $55K |
| Financial Management Professionals, Inc. | 0.01% | New | 4,605 | $54K |
| Park Place Capital Corp | 0.01% | No change | 4,045 | $47K |
| GAMMA Investing LLC | 0.00% | Add +286.9% | 3,343 | $39K |
| Corebridge Financial, Inc. | 0.00% | Reduce -6.6% | 3,143 | $37K |
| Quarry LP | 0.01% | New | 3,100 | $36K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -65.1% | 2,955 | $35K |
| TD Private Client Wealth LLC | 0.00% | New | 2,666 | $31K |
| Group One Trading LLC | 0.00% | New | 2,410 | $28K |
| UMB Bank, n.a. | 0.00% | New | 2,395 | $28K |
| Eagle Bay Advisors LLC | 0.02% | New | 2,090 | $25K |
| Clearstead Advisors, LLC | 0.00% | Add +2.0% | 1,958 | $23K |
| Parallel Advisors, LLC | 0.00% | Add +17.1% | 1,778 | $21K |
| Jones Financial Companies LLLP | 0.00% | Add +21.1% | 1,732 | $20K |
| Cwm, LLC | 0.00% | Add +9.6% | 1,457 | $17K |
| Oarsman Capital, Inc. | 0.00% | No change | 1,130 | $13K |
| Blue Trust, Inc. | 0.00% | Reduce -36.4% | 841 | $10K |
| CIBC Private Wealth Group LLC | 0.00% | Add +30.5% | 855 | $10K |
| Venturi Wealth Management, LLC | 0.00% | Add +74.3% | 835 | $10K |
| Hurley Capital, LLC | 0.01% | — | 813 | $9K |
| Covestor Ltd | 0.01% | Add +0.1% | 757 | $9K |
| Quent Capital, LLC | 0.00% | Reduce -20.8% | 744 | $9K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +50.4% | 734 | $9K |
| Allworth Financial LP | 0.00% | Reduce -64.3% | 608 | $7K |
| Rothschild Investment LLC | 0.00% | No change | 601 | $7K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 600 | $7K |
| State of Alaska, Department of Revenue | 0.00% | Reduce -99.8% | 653 | $7K |
| Twin Tree Management, LP | 0.00% | New | 590 | $7K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 588 | $7K |
| Private Trust Co. NA | 0.00% | No change | 575 | $7K |
| GeoWealth Management, LLC | 0.00% | New | 434 | $5K |
| Bokf, NA | 0.00% | No change | 446 | $5K |
| Avalon Trust Co | 0.00% | New | 403 | $5K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 400 | $5K |
| Truvestments Capital LLC | 0.00% | No change | 344 | $4K |
| Bell Investment Advisors, Inc | 0.00% | No change | 276 | $3K |
| Johnson Financial Group, Inc. | 0.00% | Add +138.3% | 255 | $3K |
| Assetmark, Inc. | 0.00% | No change | 235 | $3K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 224 | $3K |
| Carolina Wealth Advisors, LLC | 0.00% | No change | 196 | $2K |
| Larson Financial Group LLC | 0.00% | Add +53.7% | 186 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +17.8% | 172 | $2K |
| Private Wealth Management Group, LLC | 0.00% | No change | 161 | $2K |
| Carolinas Wealth Consulting LLC | 0.00% | Add +58.3% | 152 | $2K |
| Creative Planning | 0.00% | New | 147 | $2K |
| Bogart Wealth, LLC | 0.00% | New | 130 | $2K |
| Bellevue Asset Management, LLC | 0.00% | No change | 120 | $1K |
| Montag A & Associates Inc. | 0.00% | No change | 116 | $1K |
| Concord Wealth Partners | 0.00% | No change | 111 | $1K |
| Fortitude Family Office, LLC | 0.00% | No change | 105 | $1K |
| Avion Wealth | 0.00% | Add +100.0% | 92 | $1K |
| Versant Capital Management, Inc | 0.00% | No change | 78 | $915 |
| Sittner & Nelson, LLC | 0.00% | New | 67 | $786 |
| Lanark Financial, Inc. | 0.07% | — | 66 | $785 |
| SBI Securities Co., Ltd. | 0.00% | — | 41 | $481 |
| Principia Wealth Advisory, LLC | 0.00% | — | 33 | $387 |
| Signaturefd, LLC | 0.00% | New | 20 | $235 |
| JFS Wealth Advisors, LLC | 0.00% | No change | 12 | $141 |
| Grove Bank & Trust | 0.00% | New | 9 | $106 |
| Brooklyn Investment Group | 0.00% | Add +20.0% | 6 | $71 |
| SJS Investment Consulting Inc. | 0.00% | No change | 5 | $59 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 2 | $24 |
"% of holder's portfolio" is CCC's weight in each manager's 13F, not the share of CCC Intelligent Solutions Ho the manager owns.