CCC Intelligent Solutions HoCCC

13F holders, Q1 2026 (March 31)
376holders +30
96new positions
70sold out
5famous investors
$6.00avg. 13F price*

At the end of Q1 2026, 376 institutions reported holding CCC Intelligent Solutions Ho (CCC) in their 13F filings, up 30 from Q4 2025. 96 opened new positions and 70 sold out. The largest holders were Principal Financial Group Inc. ($227.1M), Vanguard Portfolio Management LLC ($212.0M) and T. Rowe Price Associates Inc. ($200.6M). 5 famous investors held it, including Chuck Akre (3.1% of Akre Capital Management's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management'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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions96$34.2M
Exits70$1.0B

All 13F filers, Q4 2025 → Q1 2026: 108,793,225 shares bought and 182,824,834 shares sold, net −74,031,609 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 376 holders

Principal Financial Group Inc. 0.12% Add +3.2% 37,848,476 $227.1M
Vanguard Portfolio Management LLC 0.01% — 35,328,644 $212.0M
T. Rowe Price Associates Inc. 0.02% Add +12.1% 33,431,441 $200.6M
Akre Capital Management 3.09% Add +26.9% 31,513,070 $189.1M
BlackRock, Inc. 0.00% Add +9.9% 29,916,389 $179.5M
Wasatch Advisors LP 1.12% Add +23.9% 28,231,760 $169.4M
Vanguard Capital Management LLC 0.00% — 25,968,897 $155.8M
Edmond DE Rothschild Holding S.A. 1.62% Add +55.1% 18,684,957 $112.1M
Neuberger Berman Group LLC 0.08% Add +41.1% 17,293,272 $103.8M
Morgan Stanley 0.01% Add +36.9% 16,750,397 $100.5M
Brown Advisory Inc. 0.16% Reduce -18.1% 16,192,083 $97.2M
Bank of America Corp. 0.01% Add +2.4% 14,004,344 $84.0M
Van Berkom & Associates Inc. 2.64% Add +15.5% 13,515,096 $81.1M
State Street Corp. 0.00% Add +6.0% 11,232,723 $67.4M
Dimensional Fund Advisors LP 0.01% Add +6.7% 11,043,781 $66.3M
AQR Capital Management 0.03% Add +5357.6% 10,944,047 $64.8M
Alfreton Capital LLP 20.99% Add +22.5% 10,778,074 $64.7M
Geode Capital Management, LLC 0.00% Add +5.0% 10,769,498 $64.6M
Goldman Sachs Group Inc. 0.01% Add +1420.1% 10,465,911 $62.8M
Clarkston Capital Partners, LLC 4.38% Reduce -30.6% 9,576,746 $57.5M
Dragoneer Investment Group, LLC 1.84% No change 9,196,301 $55.2M
London Co. of Virginia 0.32% Add +52.5% 8,741,590 $52.4M
Pinebridge Investments LLC 0.43% Reduce -9.2% 8,588,715 $51.5M
Barclays PLC 0.02% Reduce -48.8% 7,185,031 $43.1M
UBS Group AG 0.01% Add +28.7% 6,918,514 $41.5M
Charles Schwab Investment Management Inc. 0.01% Add +5.8% 6,799,232 $40.8M
Brown Brothers Harriman & Co. 0.21% Add +1.2% 6,623,564 $39.7M
JPMorgan Chase & Co. 0.00% Add +1.1% 6,254,127 $36.5M
Triple Frond Partners LLC 3.37% Add +12.7% 5,413,036 $32.5M
Snyder Capital Management L P 0.62% Add +53.3% 5,364,851 $32.2M
Conestoga Capital Advisors, LLC 0.63% Reduce -58.2% 5,240,492 $31.4M
Gotham Asset Management 0.09% Add +145.7% 5,120,665 $30.7M
Deutsche Bank AG 0.01% Add +14260.9% 4,653,653 $27.9M
Riverbridge Partners LLC 0.66% Reduce -12.5% 4,481,084 $26.9M
Massachusetts Financial Services Co. 0.01% Add +10.1% 4,471,245 $26.8M
Citadel Advisors 0.02% Reduce -18.9% 3,876,683 $23.3M
Susquehanna International Group, LLP 0.03% Add +507.4% 3,831,294 $23.0M
CI Investments Inc. 0.11% Add +13.8% 3,808,853 $22.9M
Palisade Capital Management, LP 0.79% Reduce -2.0% 3,667,007 $22.0M
Vanguard Fiduciary Trust Co. 0.01% — 3,628,325 $21.8M
Fort Washington Investment Advisors Inc. 0.12% Add +0.7% 3,481,093 $20.9M
Northern Trust Corp. 0.00% Add +5.8% 3,366,628 $20.2M
Ninety One UK Ltd 0.05% Add +16.5% 3,339,333 $20.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% Add +56.2% 3,192,459 $19.1M
Schroder Investment Management Group 0.02% Reduce -12.5% 3,201,129 $18.7M
Sei Investments Co. 0.02% Reduce -23.0% 3,107,106 $18.6M
CIBC Bancorp USA Inc. 0.02% — 3,000,571 $18.0M
HSBC Holdings PLC 0.01% Add +833.6% 2,030,121 $17.7M
Envestnet Asset Management Inc. 0.00% Add +66.2% 2,899,161 $17.4M
Silvercrest Asset Management Group LLC 0.13% Add +12.5% 2,888,940 $17.3M
Mariner, LLC 0.02% Add +23.6% 2,757,056 $16.5M
Royal Bank of Canada 0.00% Reduce -12.6% 2,462,996 $14.8M
Pennant Investors, LP 4.02% Reduce -9.4% 2,420,086 $14.5M
Jane Street Group, LLC 0.01% Add +2738.1% 2,113,185 $12.7M
Susquehanna Fundamental Investments, LLC 0.43% Add +1037.5% 1,913,177 $11.5M
Pacer Advisors, Inc. 0.03% Reduce -0.4% 1,806,044 $10.8M
First Trust Advisors LP 0.01% Add +22.8% 1,730,453 $10.4M
Bank of New York Mellon Corp 0.00% Reduce -8.2% 1,713,202 $10.3M
New York State Common Retirement Fund 0.01% No change 1,631,908 $9.8M
Summit Creek Advisors LLC 1.97% Reduce -9.9% 1,596,600 $9.6M
Canada Pension Plan Investment Board 0.01% Add +1977.8% 1,537,600 $9.2M
Raymond James Financial Inc. 0.00% Add +13.2% 1,354,437 $8.1M
Quantinno Capital Management LP 0.01% Add +86.1% 1,343,663 $8.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +2.0% 1,341,086 $8.0M
Nuveen, LLC 0.00% Add +20.9% 1,302,761 $7.8M
Allspring Global Investments Holdings, LLC 0.01% Add +11.9% 1,301,112 $7.8M
Marshall Wace, LLP 0.01% Add +169.5% 1,284,184 $7.7M
Wells Fargo & Company 0.00% Add +30.1% 1,284,067 $7.7M
Amundi 0.00% Add +334.8% 1,272,325 $7.6M
Invesco Ltd. 0.00% Add +28.0% 1,184,728 $7.1M
ICONIQ Capital, LLC 0.16% No change 1,160,847 $7.0M
GW&K Investment Management, LLC 0.06% Add +4.4% 1,120,019 $6.7M
Ameriprise Financial Inc. 0.00% Reduce -76.3% 1,110,186 $6.7M
Swiss National Bank 0.00% No change 1,091,500 $6.5M
Rockbridge Asset Management LLC 4.30% Add +47.4% 1,063,655 $6.4M
Balyasny Asset Management L.P. 0.01% Add +253.3% 1,054,558 $6.3M
Nomura Holdings Inc. 0.04% Reduce -63.8% 868,866 $5.2M
BNP Paribas Financial Markets 0.00% Add +144.4% 852,327 $5.1M
Russell Investments Group, Ltd. 0.01% Reduce -44.5% 834,806 $5.0M
WCM Investment Management, LLC 0.01% New 853,796 $5.0M
Citigroup Inc. 0.00% Reduce -33.8% 801,530 $4.8M
Squarepoint Ops LLC 0.01% New 771,074 $4.6M
Roubaix Capital, LLC 2.09% Reduce -5.2% 744,898 $4.5M
Fifth Third Bancorp 0.01% Add +7790.4% 733,891 $4.4M
Agf Management Ltd. 0.02% Add +73.2% 718,393 $4.3M
Granite Investment Partners, LLC 0.26% Add +4.5% 709,870 $4.3M
MUFG Securities EMEA plc 0.06% New 660,000 $4.0M
California State Teachers Retirement System 0.00% Add +24.9% 654,237 $3.9M
Ancora Advisors LLC 0.08% Reduce -59.1% 625,820 $3.8M
2Xideas AG 1.42% Reduce -20.2% 604,029 $3.6M
Public Employees Retirement System of Ohio 0.01% Add +13.4% 598,107 $3.6M
Oppenheimer Asset Management Inc. 0.04% Add +16.3% 582,814 $3.5M
Vanguard Global Advisers, LLC 0.00% — 581,875 $3.5M
SG Americas Securities, LLC 0.00% Add +1006.3% 542,286 $3.3M
HighTower Advisors, LLC 0.00% Reduce -0.1% 542,110 $3.3M
Holocene Advisors, LP 0.01% Add +11.5% 522,157 $3.1M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% — 503,334 $3.0M
XTX Topco Ltd 0.05% Add +36.2% 498,031 $3.0M
Magnetar Financial LLC 0.03% New 487,671 $2.9M
Rhumbline Advisers 0.00% Add +3.0% 465,491 $2.8M
Thornburg Investment Management Inc. 0.03% Reduce -52.3% 447,744 $2.7M
Legal & General Group Plc 0.00% Reduce -15.9% 446,197 $2.7M
State of New Jersey Common Pension Fund D 0.01% Add +46.1% 438,387 $2.6M
Harbor Capital Advisors, Inc. 0.21% New 433,151 $2.6M
Johnson Investment Counsel Inc. 0.02% Add +30.8% 408,343 $2.5M
Schonfeld Strategic Advisors LLC 0.02% Reduce -72.6% 381,890 $2.3M
Homestead Advisers Corp 0.06% No change 374,000 $2.2M
MML Investors Services, LLC 0.01% Add +86.8% 373,252 $2.2M
Commonwealth Equity Services, LLC 0.00% Add +1.2% 359,823 $2.2M
Summit Trail Advisors, LLC 0.03% New 357,491 $2.1M
Stifel Financial Corp. 0.00% Add +20.1% 333,572 $2.0M
State Board of Administration of Florida Retirement System 0.00% Add +27.8% 324,018 $1.9M
Creative Planning 0.00% Add +516.5% 308,982 $1.9M
B. Metzler seel. Sohn & Co. AG 0.02% Add +22.9% 308,813 $1.9M
Cwm, LLC 0.00% Add +6752.1% 292,858 $1.8M
Blair William & Co. 0.00% Reduce -27.8% 280,015 $1.7M
Janus Henderson Group PLC 0.00% No change 261,291 $1.6M
Treasurer of the State of North Carolina 0.00% Add +8.0% 258,331 $1.6M
Police & Firemen's Retirement System of New Jersey 0.01% Add +3.7% 254,898 $1.5M
Tocqueville Asset Management L.P. 0.02% Add +2400.0% 250,000 $1.5M
Alliancebernstein L.P. 0.00% Reduce -2.8% 177,586 $1.4M
Cerity Partners LLC 0.00% New 230,012 $1.4M
Aquatic Capital Management LLC 0.04% Add +60.6% 227,581 $1.4M
Focus Partners Wealth 0.00% Reduce -94.3% 247,250 $1.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +31.7% 210,731 $1.3M
Handelsbanken Fonder AB 0.00% Add +2.3% 205,800 $1.2M
Mercer Global Advisors Inc. 0.00% New 188,250 $1.1M
Dark Forest Capital Management LP 0.10% Add +294.2% 185,404 $1.1M
Natixis Advisors, LLC 0.00% Reduce -82.4% 177,245 $1.1M
Sterling Capital Management LLC 0.02% Reduce -32.7% 169,071 $1.0M
Wealth Enhancement Advisory Services, LLC 0.00% Add +273.8% 184,715 $1.0M
LPL Financial LLC 0.00% Add +39.7% 165,185 $991K
Jones Financial Companies LLLP 0.00% Add +12025.7% 160,666 $933K
Arizona State Retirement System 0.01% Reduce -1.5% 152,052 $912K
Vanguard Investments Australia, Ltd. 0.00% — 145,050 $870K
Laurus Global Equity Management Inc. 0.85% Add +96.9% 144,730 $868K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +19.7% 143,279 $860K
Manufacturers Life Insurance Company, The 0.00% Add +6.6% 142,180 $853K
OP Asset Management Ltd 0.01% Reduce -82.0% 135,990 $816K
M&T Bank Corp 0.00% Add +69.7% 135,694 $814K
Campbell & CO Investment Adviser LLC 0.04% New 130,530 $783K
Franklin Resources Inc. 0.00% New 122,361 $734K
KLP Kapitalforvaltning As 0.00% Add +3.2% 122,000 $732K
Park Avenue Securities LLC 0.01% Add +178.6% 113,658 $682K
Scalar Gauge Management, LLC 0.64% New 110,000 $660K
Corient Private Wealth LP 0.00% Add +209.5% 121,926 $658K
NewEdge Advisors, LLC 0.00% Add +51.7% 109,398 $656K
Pathstone Holdings, LLC 0.00% Add +24.8% 102,086 $613K
Captrust Financial Advisors 0.00% Add +200.1% 99,586 $597K
FMR LLC 0.00% Add +72.9% 99,392 $596K
Third View Private Wealth, LLC 0.08% Reduce -4.4% 95,304 $572K
Resona Asset Management Co.,Ltd. 0.00% No change 89,929 $540K
Bank of Nova Scotia 0.00% Add +58.1% 88,095 $529K
Callan Family Office, LLC 0.01% Add +48.3% 84,555 $507K
Pictet Asset Management Holding SA 0.00% Add +8.2% 83,807 $503K
CenterBook Partners LP 0.03% Reduce -73.5% 81,201 $487K
Axq Capital, LP 0.06% New 80,302 $482K
Atria Investments, Inc 0.01% Add +120.6% 78,604 $472K
Delphi Financial Group, Inc. 0.21% No change 76,529 $459K
Bessemer Group Inc. 0.00% Reduce -99.1% 76,214 $457K
Blackstone Inc. 0.00% New 73,390 $440K
Glenmede Trust Co. NA 0.00% Reduce -25.6% 69,710 $418K
Chicago Partners Investment Group LLC 0.01% Add +142.7% 77,266 $417K
Arax Advisory Partners 0.01% Add +570.7% 65,600 $393K
Victory Capital Management Inc. 0.00% Reduce -6.2% 65,126 $391K
Ieq Capital, LLC 0.00% New 64,050 $384K
Avenir Corp. 0.04% Reduce -7.3% 60,957 $366K
Lakeshore Financial Planning, Inc. 0.13% No change 58,520 $351K
State of Wisconsin Investment Board 0.00% Reduce -64.2% 58,368 $350K
Brighton Jones LLC 0.01% New 57,013 $342K
Vident Advisory, LLC 0.00% Add +404.2% 55,822 $335K
Numerai GP LLC 0.03% New 55,716 $334K
Principal Securities, Inc. 0.00% Add +83.4% 52,907 $317K
Merit Financial Group, LLC 0.00% New 51,787 $311K
ExodusPoint Capital Management, LP 0.00% New 51,380 $308K
Janney Montgomery Scott LLC 0.00% New 51,341 $308K
Cetera Investment Advisers 0.00% Reduce -30.7% 47,266 $284K
Xponance LLC 0.00% Add +43.5% 46,273 $278K
Tower Research Capital LLC (TRC) 0.01% Add +92.7% 44,386 $266K
Voya Investment Management LLC 0.00% Add +4.2% 43,993 $264K
Lazard Asset Management LLC 0.00% Reduce -85.6% 43,308 $260K
&partners 0.00% Add +18.7% 42,751 $257K
Centiva Capital, LP 0.01% New 41,775 $251K
Truist Financial Corp. 0.00% Add +49.5% 41,615 $250K
Ensign Peak Advisors, Inc 0.00% No change 40,250 $242K
Trust Point Inc. 0.02% Add +18.1% 39,855 $239K
Fred Alger Management, LLC 0.00% Reduce -6.4% 37,352 $224K
Krilogy Financial LLC 0.01% New 38,456 $215K
Vanguard Personalized Indexing Management, LLC 0.00% Reduce -4.3% 34,886 $209K
McMorgan & Co. LLC 0.03% Reduce -24.6% 34,015 $204K
PNC Financial Services Group, Inc. 0.00% Add +35.3% 33,596 $202K
Gilbert & Cook, Inc. 0.03% Add +9.4% 33,373 $200K
Public Employees Retirement Association of Colorado 0.00% No change 33,278 $200K
Voleon Capital Management LP 0.00% Reduce -51.5% 32,913 $197K
State of Wyoming 0.02% Add +27.6% 32,409 $194K
Waddell & Associates, LLC 0.01% New 32,223 $193K
Utah Retirement Systems 0.00% Add +5.8% 32,046 $192K
Elevation Point Wealth Partners, LLC 0.00% Add +69.3% 32,033 $192K
HB Wealth Management, LLC 0.00% New 31,922 $192K
Swiss Life Asset Management Ltd 0.00% Add +26.7% 31,741 $190K
Jefferies Financial Group Inc. 0.00% New 30,363 $182K
9823 Capital, L.P. 0.13% New 29,561 $177K
Sanctuary Advisors, LLC 0.00% Add +101.9% 28,759 $173K
Sequoia Financial Advisors, LLC 0.00% Add +134.2% 28,736 $172K
Amalgamated Bank 0.00% Add +2.6% 28,534 $171K
Mutual Advisors, LLC 0.00% Reduce -0.2% 28,318 $170K
Quadrant Capital Group LLC 0.01% New 27,800 $167K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -37.7% 27,633 $166K
Amica Mutual Insurance Co. 0.01% No change 27,447 $165K
Maryland State Retirement & Pension System 0.00% No change 26,985 $162K
Millennium Management 0.00% Reduce -92.2% 26,730 $160K
Integrated Wealth Concepts LLC 0.00% New 26,214 $157K
Cache Advisors, LLC 0.02% No change 26,200 $157K
Frec Markets, Inc. 0.03% New 25,865 $155K
Wealth Alliance, LLC 0.02% New 25,529 $153K
Prudential Financial Inc. 0.00% Reduce -8.1% 25,227 $151K
Focus Partners Advisor Solutions, LLC 0.00% New 25,187 $151K
DNB Asset Management AS 0.00% New 25,109 $151K
Claret Asset Management Corp 0.02% Add +0.0% 24,316 $146K
Mirabella Financial Services LLP 0.01% Reduce -72.1% 24,159 $145K
Central Pacific Bank - Trust Division 0.02% Reduce -2.7% 23,410 $140K
Atlantic Union Bankshares Corp 0.00% Add +2.4% 23,148 $139K
Empowered Funds, LLC 0.00% Add +18.8% 22,519 $135K
Bull Harbor Capital LLC 0.04% — 22,489 $135K
Associated Banc-Corp 0.00% Add +33.0% 22,368 $134K
Keybank National Association 0.00% Add +5.8% 22,207 $133K
Curated Wealth Partners LLC 0.02% Reduce -3.9% 21,799 $131K
Rockefeller Capital Management L.P. 0.00% Add +1.3% 21,719 $130K
US Bancorp \de 0.00% Reduce -18.9% 21,425 $129K
Bank of Montreal 0.00% Reduce -21.3% 21,316 $128K
Allworth Financial LP 0.00% Add +1595.0% 21,187 $127K
Vise Technologies, Inc. 0.00% No change 15,850 $126K
Arq Wealth Advisors, LLC 0.02% New 20,800 $125K
Orion Porfolio Solutions, LLC 0.00% New 20,561 $123K
Rothschild Investment LLC 0.01% Add +8688.8% 20,390 $122K
Vestmark Advisory Solutions, Inc. 0.00% Reduce -51.8% 19,918 $120K
Curi Capital, LLC 0.00% New 19,605 $118K
CIBC Asset Management Inc 0.00% No change 19,418 $117K
Evolve Private Wealth, LLC 0.01% New 19,380 $116K
KBC Group NV 0.00% Add +56.2% 19,103 $115K
Crestwood Advisors Group, LLC 0.00% New 19,142 $115K
Pallas Capital Advisors LLC 0.00% New 18,943 $114K
Brooklyn Investment Group 0.00% New 18,898 $113K
Two Sigma Investments, LP 0.00% New 18,300 $110K
Scientech Research LLC 0.09% New 18,215 $109K
Waverly Advisors, LLC 0.00% New 18,003 $108K
Transcend Capital Advisors, LLC 0.01% New 17,740 $106K
Caerus Investment Advisors, LLC 0.04% New 17,571 $105K
Machina Capital S.A.S. 0.02% Add +57.2% 16,761 $101K
NorthCrest Asset Manangement, LLC 0.00% New 16,744 $100K
North Dakota State Investment Board 0.00% Reduce -14.0% 16,698 $100K
Marks Group Wealth Management, Inc 0.01% Add +9.4% 16,556 $99K
Parkside Financial Bank & Trust 0.01% Reduce -7.8% 16,080 $96K
EverSource Wealth Advisors, LLC 0.00% Add +1168.4% 15,716 $94K
Catalyst Funds Management Pty Ltd 0.02% No change 15,630 $94K
Fox Run Management, L.L.C. 0.02% New 15,743 $92K
MQS Management LLC 0.06% New 15,037 $90K
Perbak Capital Partners LLP 0.02% Reduce -70.7% 15,001 $90K
Aigen Investment Management, LP 0.02% New 14,979 $90K
Baker Tilly Wealth Management, LLC 0.02% Reduce -18.2% 14,819 $89K
Huntington National Bank 0.00% Add +47.3% 14,778 $89K
CM Wealth Advisors LLC 0.02% New 14,571 $87K
Meeder Advisory Services, Inc. 0.00% New 14,548 $87K
STRS Ohio 0.00% Add +5.5% 14,433 $87K
United Capital Financial Advisors, LLC 0.00% New 14,082 $84K
QTR Family Wealth, LLC 0.03% New 15,765 $82K
DRW Securities, LLC 0.00% New 13,582 $81K
Simplex Trading, LLC 0.00% New 13,479 $81K
Stephens Inc. 0.00% Reduce -19.6% 13,125 $79K
Baker Avenue Asset Management, LP 0.00% New 13,099 $79K
Perigon Wealth Management, LLC 0.00% New 12,693 $76K
Mgo One Seven LLC 0.00% Add +4.2% 12,395 $74K
Commerce Advisors, LLC 0.06% — 12,253 $74K
Hardy Reed LLC 0.01% Reduce -39.8% 12,217 $73K
Wick Capital Partners, LLC 0.01% New 11,867 $71K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +43.1% 11,858 $71K
Abound Wealth Management 0.02% New 11,799 $71K
MAI Capital Management 0.00% Add +7967.6% 11,698 $70K
Covestor Ltd 0.04% Add +1336.4% 10,888 $65K
Citizens Financial Group Inc. 0.00% New 10,797 $65K
Dynamic Technology Lab Private Ltd 0.01% New 10,549 $63K
B. Riley Wealth Advisors, Inc. 0.00% New 10,784 $63K
Lighthouse Investment Partners, LLC 0.00% Reduce -30.4% 10,437 $63K
Wedmont Private Capital 0.00% New 11,228 $63K
Kera Capital Partners, Inc. 0.01% New 10,272 $62K
Parcion Private Wealth LLC 0.00% New 10,205 $61K
Cresset Asset Management, LLC 0.00% Reduce -27.4% 10,099 $61K
Essex Financial Services, Inc. 0.00% New 10,089 $61K
MetLife Investment Management, LLC 0.00% Add +5.8% 9,892 $59K
VestGen Advisors, LLC 0.00% New 12,860 $58K
Farther Finance Advisors, LLC 0.00% Add +118.9% 9,322 $56K
Group One Trading LLC 0.00% Add +39.8% 8,782 $53K
GAMMA Investing LLC 0.00% Add +187.2% 8,718 $52K
Sittner & Nelson, LLC 0.02% New 8,480 $51K
Signaturefd, LLC 0.00% Add +90.3% 7,896 $47K
Hilltop National Bank 0.01% Reduce -53.3% 7,279 $44K
Pinnacle Wealth Planning Services, Inc. 0.00% Add +15513.6% 6,870 $41K
Advisors Asset Management, Inc. 0.00% Reduce -1.5% 6,527 $39K
Essential Partners LLC 0.01% New 6,329 $38K
Nomura Asset Management Co. Ltd. 0.00% New 5,800 $35K
Root Financial Partners, LLC 0.00% Add +2170.1% 4,858 $29K
Northwestern Mutual Wealth Management Co. 0.00% Add +56.7% 4,644 $28K
Clearstead Advisors, LLC 0.00% Add +175.9% 4,208 $25K
IFP Advisors, Inc 0.00% New 4,091 $25K
Elevation Wealth Partners, LLC 0.01% Add +2569.5% 3,764 $23K
TD Private Client Wealth LLC 0.00% Reduce -36.4% 3,731 $22K
Parallel Advisors, LLC 0.00% Add +147.1% 3,593 $22K
Natixis 0.00% Reduce -98.7% 3,559 $21K
MassMutual Private Wealth & Trust, FSB 0.00% Add +1190.9% 2,982 $18K
True Wealth Design, LLC 0.00% Add +5806.1% 2,894 $17K
Los Angeles Capital Management LLC 0.00% No change 2,807 $17K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 2,688 $16K
Osaic Holdings, Inc. 0.00% Add +77.1% 2,572 $15K
Park Place Capital Corp 0.00% No change 2,527 $15K
Wealth Preservation Advisors, LLC 0.01% New 2,464 $15K
Versant Capital Management, Inc 0.00% Add +236.1% 1,845 $11K
Larson Financial Group LLC 0.00% Add +340.2% 1,708 $10K
Richardson Capital Management LLC 0.00% New 1,376 $8K
SJS Investment Consulting Inc. 0.00% New 1,224 $7K
Whittier Trust Co. 0.00% New 1,020 $6K
Salomon & Ludwin, LLC 0.00% Reduce -68.2% 969 $6K
Activest Wealth Management 0.00% New 842 $5K
Quent Capital, LLC 0.00% Add +454.9% 788 $5K
Smartleaf Asset Management LLC 0.00% Reduce -51.5% 794 $5K
LRI Investments, LLC 0.00% New 768 $5K
Basecamp Wealth Advisors LLC 0.00% Add +115.0% 746 $4K
Summit Securities Group LLC 0.00% Add +23.4% 716 $4K
First Command Advisory Services, Inc. 0.00% New 708 $4K
JNBA Financial Advisors 0.00% New 589 $4K
Meramec Financial Planners, LLC 0.00% No change 619 $3K
UMB Bank, n.a. 0.00% Add +540.0% 576 $3K
Zions Bancorporation, National Association 0.00% New 492 $3K
2UniFi Bank 0.00% Reduce -31.4% 462 $3K
Caitong International Asset Management Co., Ltd 0.00% New 437 $3K
Bell Investment Advisors, Inc 0.00% No change 361 $2K
MV Capital Management, Inc. 0.00% Add +566.0% 333 $2K
Rossby Financial, LCC 0.00% Add +109.5% 331 $2K
Sunbelt Securities, Inc. 0.00% New 313 $2K
Millstone Evans Group, LLC 0.00% Reduce -52.0% 287 $2K
Bayban 0.00% New 278 $2K
Keating Financial Advisory Services, Inc. 0.00% Add +66.0% 259 $2K
Fortitude Family Office, LLC 0.00% Reduce -5.6% 251 $2K
Strategic Wealth Partners, Ltd. 0.00% Reduce -22.7% 235 $1K
JPL Wealth Management, LLC 0.00% New 202 $1K
CVA Family Office, LLC 0.00% New 200 $1K
SHP Wealth Management 0.00% New 175 $1K
Nisa Investment Advisors, LLC 0.00% Add +32.2% 160 $960
Bruce G. Allen Investments, LLC 0.00% New 142 $852
Kilter Group LLC 0.00% New 128 $768
Advisory Services Network, LLC 0.00% New 102 $612
Private Wealth Management Group, LLC 0.00% Reduce -45.4% 101 $606
Steward Partners Investment Advisory, LLC 0.00% Reduce -74.7% 85 $510
Quaker Wealth Management, LLC 0.00% Reduce -9.2% 79 $474
Bogart Wealth, LLC 0.00% No change 59 $354
Cassaday & Co Wealth Management LLC 0.00% New 59 $354
Owl Creek Wealth Partners LLC 0.00% — 50 $300
Transamerica Financial Advisors, LLC 0.00% Add +50.0% 48 $288
Cornerstone Financial Management LLC 0.00% No change 37 $222
DecisionPoint Financial, LLC 0.00% No change 37 $222
SBI Securities Co., Ltd. 0.00% No change 31 $186
SouthState Bank Corp 0.00% New 30 $180
Cromwell Holdings LLC 0.00% No change 28 $168
Principia Wealth Advisory, LLC 0.00% Reduce -89.8% 25 $150
Twin Peaks Wealth Advisors, LLC 0.00% New 24 $144
American Capital Advisory, LLC 0.00% Reduce -77.5% 20 $120
Sunrise Financial Services, LLC 0.00% New 18 $108
Dunhill Financial, LLC 0.00% Reduce -6.3% 15 $95
Blue Trust, Inc. 0.00% Reduce -87.8% 16 $93
Hughes Financial Services, LLC 0.00% New 12 $72
Bay Harbor Wealth Management, LLC 0.00% Add +25.0% 10 $60
DiNuzzo Private Wealth, Inc. 0.00% Reduce -56.3% 7 $42
JFS Wealth Advisors, LLC 0.00% Reduce -95.2% 3 $18
Raffa Wealth Management, LLC 0.00% New 3 $18
Curio Wealth, LLC 0.00% New 2 $12
Vermillion Wealth Management, Inc. 0.00% New 1 $6
Rialto Wealth Management, LLC 0.00% New 1 $6

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