Concentra Group Holdings ParCON
13F holders, Q4 2025 (December 31)261holders +11
36new positions
30sold out
6famous investors
$19.68avg. 13F price*
At the end of Q4 2025, 261 institutions reported holding Concentra Group Holdings Par (CON) in their 13F filings, up 11 from Q3 2025. 36 opened new positions and 30 sold out. The largest holders were BlackRock, Inc. ($339.2M), T. Rowe Price Associates Inc. ($331.5M) and Vanguard Group Inc. ($248.0M). 6 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Concentra Group Holdings Par
- CUSIP
- 20603L102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $22.4M |
| Exits | 30 | $16.5M |
All 13F filers, Q3 2025 → Q4 2025: 6,602,723 shares bought and 8,708,269 shares sold, net −2,105,546 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 261 holders
| BlackRock, Inc. | 0.01% | Reduce -0.6% | 17,236,061 | $339.2M |
| T. Rowe Price Associates Inc. | 0.04% | Reduce -1.9% | 16,843,370 | $331.5M |
| Vanguard Group Inc. | 0.00% | Reduce -4.5% | 12,603,981 | $248.0M |
| State Street Corp. | 0.00% | Add +0.5% | 4,446,551 | $87.5M |
| JPMorgan Chase & Co. | 0.01% | Reduce -3.2% | 3,749,208 | $73.8M |
| T. Rowe Price Investment Management, Inc. | 0.04% | Reduce -51.0% | 3,064,771 | $60.3M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -4.5% | 2,962,875 | $58.3M |
| Geode Capital Management, LLC | 0.00% | Add +0.7% | 2,851,717 | $56.1M |
| Thrivent Financial for Lutherans | 0.10% | Reduce -12.2% | 2,848,366 | $56.1M |
| Principal Financial Group Inc. | 0.03% | Reduce -5.5% | 2,626,621 | $51.7M |
| Citadel Advisors | 0.03% | Add +89.3% | 2,250,729 | $44.3M |
| Norges Bank | 0.00% | — | 2,205,467 | $43.4M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +8.5% | 2,075,604 | $40.8M |
| Cramer Rosenthal McGlynn LLC | 2.51% | Reduce -5.4% | 1,977,617 | $38.9M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -2.0% | 1,827,096 | $36.0M |
| Barrow Hanley Mewhinney & Strauss LLC | 0.12% | Add +6.8% | 1,791,484 | $35.3M |
| Manufacturers Life Insurance Company, The | 0.03% | Add +38.2% | 1,577,610 | $31.0M |
| Woodline Partners LP | 0.12% | Reduce -44.3% | 1,529,453 | $30.1M |
| Millennium Management | 0.02% | Add +44.5% | 1,367,148 | $26.9M |
| Morgan Stanley | 0.00% | Add +3.7% | 1,357,741 | $26.7M |
| Bank of America Corp. | 0.00% | Add +32.6% | 1,271,451 | $25.0M |
| Northern Trust Corp. | 0.00% | Reduce -8.8% | 1,235,401 | $24.3M |
| Bank of New York Mellon Corp | 0.00% | Add +33.9% | 933,743 | $18.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -22.2% | 896,930 | $17.7M |
| Prosight Management, LP | 3.62% | Add +46.1% | 891,030 | $17.5M |
| HBK Investments L P | 0.20% | Reduce -0.9% | 862,750 | $17.0M |
| Loomis Sayles & Co. L P | 0.02% | Add +2.3% | 833,508 | $16.4M |
| Jennison Associates LLC | 0.01% | Add +6.1% | 734,379 | $14.5M |
| Nuveen, LLC | 0.00% | Reduce -2.8% | 719,021 | $14.2M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +1.5% | 706,632 | $13.9M |
| Qube Research & Technologies Ltd | 0.02% | Add +11.1% | 615,779 | $12.1M |
| Ceredex Value Advisors LLC | 0.34% | Add +55.6% | 576,100 | $11.3M |
| Tributary Capital Management, LLC | 1.10% | Add +12.4% | 566,839 | $11.2M |
| Invesco Ltd. | 0.00% | Add +6.3% | 553,118 | $10.9M |
| D. E. Shaw & Co. | 0.01% | Add +4.1% | 466,118 | $9.2M |
| Hotchkis & Wiley Capital Management LLC | 0.03% | Add +8.7% | 458,503 | $9.0M |
| Royce & Associates LP | 0.09% | Add +8.4% | 457,132 | $9.0M |
| Wells Fargo & Company | 0.00% | Add +11.7% | 449,203 | $8.8M |
| Public Sector Pension Investment Board | 0.03% | Reduce -11.3% | 412,554 | $8.1M |
| First Eagle Investment Management, LLC | 0.01% | Add +18.4% | 383,206 | $7.5M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.1% | 352,554 | $6.9M |
| Ancora Advisors LLC | 0.13% | Add +1914.4% | 326,540 | $6.4M |
| Rhumbline Advisers | 0.01% | Reduce -6.3% | 314,726 | $6.2M |
| Mutual of America Capital Management LLC | 0.06% | Add +2155.3% | 301,134 | $5.9M |
| Legal & General Group Plc | 0.00% | Reduce -9.3% | 290,336 | $5.7M |
| Wellington Management Group LLP | 0.00% | Add +4.2% | 281,013 | $5.5M |
| Brant Point Investment Management LLC | 1.27% | New | 266,022 | $5.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.7% | 265,357 | $5.2M |
| Walleye Capital LLC | 0.03% | Add +1914.0% | 260,455 | $5.1M |
| American Century Companies Inc. | 0.00% | Add +6.6% | 259,327 | $5.1M |
| Russell Investments Group, Ltd. | 0.01% | Add +121.1% | 249,191 | $4.9M |
| UBS Group AG | 0.00% | Reduce -4.6% | 237,807 | $4.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -19.3% | 235,554 | $4.6M |
| Swiss National Bank | 0.00% | Add +1.7% | 227,435 | $4.5M |
| Equitable Trust Co. | 0.20% | No change | 223,881 | $4.4M |
| Dana Investment Advisors, Inc. | 0.12% | Reduce -0.6% | 212,070 | $4.2M |
| Royal Bank of Canada | 0.00% | Add +6.7% | 210,907 | $4.2M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | New | 204,424 | $4.0M |
| Phocas Financial Corp. | 0.49% | Add +20.4% | 190,328 | $3.7M |
| Barclays PLC | 0.00% | Add +9.4% | 182,318 | $3.6M |
| Gabelli Funds LLC | 0.02% | Add +3.0% | 167,115 | $3.3M |
| Essex Investment Management Co. LLC | 0.48% | Reduce -1.8% | 160,645 | $3.2M |
| Engineers Gate Manager LP | 0.04% | Add +207.8% | 157,982 | $3.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -29.8% | 154,571 | $3.0M |
| Adage Capital Partners Gp, L.L.C. | 0.00% | New | 149,421 | $2.9M |
| Alliancebernstein L.P. | 0.00% | Add +8.4% | 141,802 | $2.8M |
| Jane Street Group, LLC | 0.00% | Reduce -39.2% | 128,680 | $2.5M |
| First Trust Advisors LP | 0.00% | Add +246.4% | 127,543 | $2.5M |
| Expect Equity LLC | 1.93% | Add +12.2% | 118,830 | $2.3M |
| Citigroup Inc. | 0.00% | Add +73.7% | 116,116 | $2.3M |
| Sei Investments Co. | 0.00% | Add +7.2% | 113,766 | $2.2M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +21.3% | 112,103 | $2.2M |
| Prudential Financial Inc. | 0.00% | Reduce -6.6% | 111,422 | $2.2M |
| California State Teachers Retirement System | 0.00% | Reduce -0.1% | 111,030 | $2.2M |
| Atom Investors LP | 0.16% | Add +534.3% | 105,549 | $2.1M |
| ExodusPoint Capital Management, LP | 0.02% | New | 103,057 | $2.0M |
| LPL Financial LLC | 0.00% | Add +7.4% | 94,282 | $1.9M |
| Deutsche Bank AG | 0.00% | Reduce -69.6% | 93,399 | $1.8M |
| Canada Pension Plan Investment Board | 0.00% | No change | 86,300 | $1.7M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +145.5% | 83,897 | $1.7M |
| Holocene Advisors, LP | 0.00% | Add +29.3% | 81,768 | $1.6M |
| Dark Forest Capital Management LP | 0.07% | New | 80,541 | $1.6M |
| Natixis Advisors, LLC | 0.00% | Add +29.6% | 78,501 | $1.5M |
| State of Wisconsin Investment Board | 0.00% | Reduce -36.8% | 71,105 | $1.4M |
| Harbor Capital Advisors, Inc. | 0.11% | Add +24.5% | 71,040 | $1.4M |
| State of Alaska, Department of Revenue | 0.01% | Add +1.4% | 68,280 | $1.3M |
| MetLife Investment Management, LLC | 0.01% | Reduce -3.5% | 67,630 | $1.3M |
| Illinois Municipal Retirement Fund | 0.02% | Add +8.2% | 67,550 | $1.3M |
| Wesbanco Bank Inc. | 0.04% | No change | 66,449 | $1.3M |
| South Dakota Investment Council | 0.02% | Add +4.5% | 65,068 | $1.3M |
| Hussman Strategic Advisors, Inc. | 0.30% | New | 63,000 | $1.2M |
| Romano Brothers and Company | 0.14% | Reduce -1.1% | 60,860 | $1.2M |
| SG Americas Securities, LLC | 0.00% | Add +168.4% | 60,711 | $1.2M |
| New York State Common Retirement Fund | 0.00% | Reduce -21.1% | 60,297 | $1.2M |
| Fox Run Management, L.L.C. | 0.17% | New | 55,314 | $1.1M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -0.4% | 54,600 | $1.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -0.1% | 54,269 | $1.1M |
| Victory Capital Management Inc. | 0.00% | Add +23.2% | 52,105 | $1.0M |
| Horizon Investments, LLC | 0.01% | Add +24.4% | 51,487 | $1.0M |
| Janus Henderson Group PLC | 0.00% | Reduce -57.5% | 51,011 | $1.0M |
| Intech Investment Management LLC | 0.01% | Add +12.9% | 45,667 | $899K |
| New York State Teachers Retirement System | 0.00% | No change | 45,104 | $888K |
| HSBC Holdings PLC | 0.00% | New | 42,927 | $848K |
| M&T Bank Corp | 0.00% | Add +6.2% | 40,561 | $798K |
| Handelsbanken Fonder AB | 0.00% | Add +6.3% | 37,172 | $732K |
| Comerica Bank | 0.00% | Reduce -15.3% | 36,857 | $725K |
| Yousif Capital Management, LLC | 0.01% | Reduce -12.1% | 32,641 | $715K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Reduce -0.1% | 36,116 | $711K |
| Twinbeech Capital LP | 0.05% | Reduce -15.5% | 35,900 | $707K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -14.7% | 35,519 | $699K |
| Amalgamated Bank | 0.00% | Add +0.9% | 34,560 | $680K |
| AQR Capital Management | 0.00% | Reduce -54.3% | 33,752 | $664K |
| Argent Capital Management LLC | 0.02% | Reduce -5.3% | 33,725 | $664K |
| Mackenzie Financial Corp. | 0.00% | Add +5.3% | 32,803 | $653K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +0.3% | 32,432 | $638K |
| Arizona State Retirement System | 0.00% | Reduce -6.0% | 32,101 | $632K |
| Sageworth Trust Co | 0.03% | Add +33.8% | 31,844 | $627K |
| Choreo, LLC | 0.01% | New | 30,440 | $608K |
| Creative Planning | 0.00% | Reduce -26.2% | 29,883 | $588K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -2.8% | 29,509 | $581K |
| Susquehanna Portfolio Strategies, LLC | 0.01% | Reduce -84.3% | 28,951 | $570K |
| GAMCO Investors | 0.01% | Reduce -6.5% | 28,720 | $565K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 28,032 | $551K |
| BNP Paribas Financial Markets | 0.00% | Reduce -23.8% | 27,973 | $551K |
| Capstone Investment Advisors, LLC | 0.01% | Add +142.8% | 27,365 | $539K |
| Oregon Public Employees Retirement Fund | 0.01% | Add +1.9% | 27,308 | $537K |
| Larson Financial Group LLC | 0.02% | Reduce -28.5% | 27,001 | $531K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -21.9% | 26,391 | $519K |
| XTX Topco Ltd | 0.01% | New | 26,090 | $513K |
| Entropy Technologies, LP | 0.03% | New | 25,475 | $501K |
| Cohen & Steers, Inc. | 0.00% | No change | 25,420 | $500K |
| Versor Investments LP | 0.08% | Add +1.6% | 25,200 | $496K |
| Sanctuary Advisors, LLC | 0.00% | Add +1.5% | 24,994 | $492K |
| Teacher Retirement System of Texas | 0.00% | Reduce -28.3% | 24,806 | $488K |
| KLP Kapitalforvaltning As | 0.00% | No change | 24,223 | $477K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -7.3% | 21,417 | $475K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 23,953 | $471K |
| Franklin Resources Inc. | 0.00% | Reduce -83.8% | 22,824 | $449K |
| ProShare Advisors LLC | 0.00% | Add +3.1% | 22,750 | $448K |
| Quantinno Capital Management LP | 0.00% | Add +35.7% | 22,651 | $446K |
| Watershed Asset Management, L.L.C. | 0.42% | — | 22,585 | $444K |
| Baird Financial Group, Inc. | 0.00% | Add +0.9% | 22,507 | $443K |
| State of Wyoming | 0.05% | Add +48.1% | 20,981 | $413K |
| Voya Investment Management LLC | 0.00% | No change | 20,963 | $413K |
| Sovereign Financial Group, Inc. | 0.07% | No change | 20,329 | $400K |
| First National Bank of Omaha | 0.01% | Add +20.3% | 19,013 | $374K |
| &partners | 0.00% | Reduce -8.3% | 18,903 | $372K |
| Pictet Asset Management Holding SA | 0.00% | Add +16.0% | 17,910 | $352K |
| Empowered Funds, LLC | 0.01% | Add +20.9% | 17,591 | $346K |
| CSM Advisors, LLC | 0.01% | Reduce -7.1% | 17,403 | $342K |
| Maryland State Retirement & Pension System | 0.01% | Add +1.4% | 17,372 | $342K |
| Lazard Asset Management LLC | 0.00% | No change | 16,995 | $334K |
| Praxis Investment Management Inc. | 0.02% | Add +16.6% | 15,838 | $312K |
| AlphaQuest LLC | 0.02% | No change | 15,826 | $311K |
| Quantbot Technologies LP | 0.01% | New | 14,895 | $293K |
| Keybank National Association | 0.00% | Reduce -1.1% | 14,532 | $286K |
| Tidal Investments LLC | 0.00% | Add +15.6% | 14,207 | $280K |
| Bank of Montreal | 0.00% | Reduce -2.1% | 13,995 | $275K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -13.3% | 13,512 | $271K |
| Central Pacific Bank - Trust Division | 0.03% | Add +14.4% | 13,594 | $268K |
| Financial Strategies Group, Inc. | 0.05% | Add +9.7% | 13,291 | $266K |
| Voleon Capital Management LP | 0.01% | Reduce -38.6% | 13,122 | $258K |
| Vise Technologies, Inc. | 0.00% | New | 12,600 | $248K |
| Gotham Asset Management | 0.00% | Reduce -7.0% | 12,207 | $240K |
| FMR LLC | 0.00% | Reduce -19.9% | 11,717 | $231K |
| Mariner, LLC | 0.00% | Add +7.9% | 11,559 | $228K |
| PNC Financial Services Group, Inc. | 0.00% | Add +33.8% | 11,137 | $219K |
| Mirabella Financial Services LLP | 0.02% | New | 10,986 | $216K |
| AE Wealth Management LLC | 0.00% | New | 10,954 | $216K |
| Arax Advisory Partners | 0.01% | Reduce -6.3% | 10,933 | $215K |
| Mercer Global Advisors Inc. | 0.00% | New | 10,810 | $213K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 10,701 | $211K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -9.6% | 10,717 | $211K |
| Axq Capital, LP | 0.05% | New | 10,203 | $201K |
| Janney Montgomery Scott LLC | 0.00% | New | 10,026 | $197K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -6.4% | 9,487 | $187K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -72.0% | 8,282 | $163K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +26.1% | 7,672 | $151K |
| Covestor Ltd | 0.07% | Add +33.8% | 7,180 | $141K |
| Quadrant Capital Group LLC | 0.00% | Reduce -0.7% | 6,907 | $136K |
| KBC Group NV | 0.00% | No change | 4,335 | $85K |
| US Bancorp \de | 0.00% | Reduce -22.0% | 4,214 | $83K |
| Exchange Traded Concepts, LLC | 0.00% | New | 3,914 | $77K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -10.7% | 3,263 | $64K |
| Smartleaf Asset Management LLC | 0.00% | Add +4.6% | 2,773 | $55K |
| GAMMA Investing LLC | 0.00% | Reduce -56.5% | 2,590 | $51K |
| SageView Advisory Group, LLC | 0.00% | New | 2,330 | $46K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 2,195 | $43K |
| CX Institutional | 0.00% | Reduce -43.1% | 2,189 | $43K |
| Public Employees Retirement System of Ohio | 0.00% | Add +32.0% | 2,118 | $42K |
| Cwm, LLC | 0.00% | Reduce -57.3% | 1,996 | $39K |
| Osaic Holdings, Inc. | 0.00% | Reduce -84.8% | 1,976 | $39K |
| MAI Capital Management | 0.00% | No change | 1,940 | $38K |
| Kestra Advisory Services, LLC | 0.00% | New | 1,787 | $35K |
| Motco | 0.00% | No change | 1,613 | $32K |
| UMB Bank, n.a. | 0.00% | Add +18.7% | 1,230 | $24K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +28.3% | 1,205 | $24K |
| Bessemer Group Inc. | 0.00% | Reduce -1.4% | 1,154 | $23K |
| Sterling Capital Management LLC | 0.00% | Add +50.4% | 1,116 | $22K |
| Monetary Solutions, Ltd | 0.02% | — | 1,080 | $21K |
| Salomon & Ludwin, LLC | 0.00% | Add +604.7% | 1,050 | $20K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 1,000 | $20K |
| Farther Finance Advisors, LLC | 0.00% | Add +43.9% | 826 | $16K |
| Rockefeller Capital Management L.P. | 0.00% | Add +65.8% | 806 | $16K |
| Fifth Third Bancorp | 0.00% | Add +11.0% | 734 | $14K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 702 | $14K |
| Versant Capital Management, Inc | 0.00% | Reduce -44.6% | 659 | $13K |
| Los Angeles Capital Management LLC | 0.00% | New | 633 | $13K |
| Global Retirement Partners, LLC | 0.00% | Add +2.5% | 646 | $13K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -9.3% | 628 | $12K |
| Private Trust Co. NA | 0.00% | Add +117.6% | 594 | $12K |
| Capital Advisors, Ltd. LLC | 0.00% | Add +333.9% | 486 | $10K |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -9.5% | 448 | $9K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 419 | $8K |
| Lanark Financial, Inc. | 0.00% | No change | 403 | $8K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -62.7% | 399 | $8K |
| Allworth Financial LP | 0.00% | Add +15.9% | 379 | $7K |
| Quarry LP | 0.00% | Reduce -46.1% | 327 | $6K |
| Sound Income Strategies, LLC | 0.00% | New | 277 | $6K |
| Group One Trading LLC | 0.00% | New | 300 | $6K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 239 | $5K |
| Jones Financial Companies LLLP | 0.00% | Add +1469.2% | 204 | $4K |
| Acumen Wealth Advisors, LLC | 0.00% | — | 183 | $4K |
| Aster Capital Management (DIFC) Ltd | 0.00% | New | 181 | $4K |
| Highline Wealth Partners LLC | 0.00% | No change | 168 | $3K |
| CBIZ Investment Advisory Services, LLC | 0.00% | New | 138 | $3K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 136 | $3K |
| Sunbelt Securities, Inc. | 0.00% | No change | 117 | $2K |
| Capital Analysts, LLC | 0.00% | No change | 94 | $2K |
| Wealth Preservation Advisors, LLC | 0.00% | No change | 86 | $2K |
| Parallel Advisors, LLC | 0.00% | Add +1333.3% | 86 | $2K |
| Webster Bank, N. A. | 0.00% | No change | 75 | $1K |
| Rothschild Investment LLC | 0.00% | Reduce -59.5% | 70 | $1K |
| Sunrise Financial Services, LLC | 0.00% | — | 67 | $1K |
| IFP Advisors, Inc | 0.00% | Reduce -29.5% | 67 | $1K |
| Signaturefd, LLC | 0.00% | No change | 63 | $1K |
| Cornerstone Planning Group LLC | 0.00% | Add +1.8% | 58 | $1K |
| Essential Partners LLC | 0.00% | Reduce -67.0% | 60 | $1K |
| Godfrey Financial Associates, Inc. | 0.00% | — | 56 | $1K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 56 | $1K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -45.2% | 51 | $1K |
| Ares Financial Consulting, LLC | 0.00% | — | 49 | $964 |
| Harbour Investments, Inc. | 0.00% | No change | 40 | $787 |
| Kilter Group LLC | 0.00% | New | 37 | $729 |
| Elyxium Wealth, LLC | 0.00% | New | 36 | $708 |
| Bare Financial Services, Inc | 0.00% | Add +40.0% | 35 | $689 |
| CIBC Private Wealth Group LLC | 0.00% | New | 31 | $610 |
| Flagship Harbor Advisors, LLC | 0.00% | New | 28 | $551 |
| Rialto Wealth Management, LLC | 0.00% | New | 26 | $512 |
| Bell Investment Advisors, Inc | 0.00% | New | 24 | $473 |
| Assetmark, Inc. | 0.00% | Add +533.3% | 19 | $374 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 17 | $335 |
| SJS Investment Consulting Inc. | 0.00% | No change | 12 | $237 |
| Ankerstar Wealth, LLC | 0.00% | — | 12 | $236 |
| Gilpin Wealth Management, LLC | 0.00% | — | 10 | $197 |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 9 | $177 |
| Abound Wealth Management | 0.00% | No change | 7 | $138 |
| Root Financial Partners, LLC | 0.00% | No change | 4 | $79 |
| Transamerica Financial Advisors, LLC | 0.00% | New | 3 | $59 |
| Hughes Financial Services, LLC | 0.00% | New | 3 | $59 |
| Dunhill Financial, LLC | 0.00% | New | 3 | $54 |
"% of holder's portfolio" is CON's weight in each manager's 13F, not the share of Concentra Group Holdings Par the manager owns.