Crescent Energy Inc. Class ACRGY

13F holders, Q1 2025 (March 31)
292holders +17
49new positions
33sold out
5famous investors
$11.24avg. 13F price*

At the end of Q1 2025, 292 institutions reported holding Crescent Energy Inc. Class A (CRGY) in their 13F filings, up 17 from Q4 2024. 49 opened new positions and 33 sold out. The largest holders were BlackRock, Inc. ($295.1M), Vanguard Group Inc. ($231.6M) and American Century Companies Inc. ($157.0M). 5 famous investors held it, including Jeremy Grantham (0.0% of GMO's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Crescent Energy Inc. Class A
CUSIP
44952J104
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 191Q1 2024Q2 2024: 212Q2 2024Q3 2024: 235Q3 2024Q4 2024: 275Q4 2024Q1 2025: 292Q1 2025Q2 2025: 275Q2 2025Q3 2025: 312Q3 2025Q4 2025: 350Q4 2025Q1 2026: 361Q1 2026Q2 2026: 363Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions49$60.3M
Exits33$54.6M

All 13F filers, Q4 2024 → Q1 2025: 21,086,544 shares bought and 25,622,255 shares sold, net −4,535,711 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 292 holders

BlackRock, Inc. 0.01% Reduce -1.4% 26,250,118 $295.1M
Vanguard Group Inc. 0.00% Reduce -0.7% 20,605,608 $231.6M
American Century Companies Inc. 0.10% Add +10.0% 13,967,599 $157.0M
State Street Corp. 0.00% Add +18.5% 9,687,405 $108.9M
Bank of New York Mellon Corp 0.02% Add +1.9% 9,435,708 $106.1M
Dimensional Fund Advisors LP 0.02% Add +56.3% 6,148,832 $69.1M
Jennison Associates LLC 0.04% Add +3.3% 4,944,038 $55.6M
Aventail Capital Group, LP 2.29% Add +11.1% 4,115,879 $46.3M
Geode Capital Management, LLC 0.00% Add +6.7% 4,075,589 $45.8M
Goldman Sachs Group Inc. 0.01% Add +42.0% 3,969,411 $44.6M
Segall Bryant & Hamill, LLC 0.53% Reduce -4.5% 3,067,158 $34.5M
ArrowMark Colorado Holdings LLC 0.44% Reduce -4.4% 2,393,973 $26.9M
Pacer Advisors, Inc. 0.07% Reduce -80.6% 2,268,472 $25.5M
Charles Schwab Investment Management Inc. 0.00% Add +11.6% 2,215,262 $24.9M
Citadel Advisors 0.02% Reduce -25.7% 2,199,394 $24.7M
Hotchkis & Wiley Capital Management LLC 0.08% Add +2.0% 2,074,067 $23.3M
UBS Group AG 0.00% Add +29.3% 1,960,296 $22.0M
Nuveen, LLC 0.01% — 1,937,907 $21.8M
Voloridge Investment Management, LLC 0.07% Add +8.0% 1,771,764 $19.9M
Bridgeway Capital Management, LLC 0.48% Reduce -3.1% 1,708,554 $19.2M
Morgan Stanley 0.00% Reduce -13.9% 1,705,752 $19.2M
Northern Trust Corp. 0.00% Reduce -6.7% 1,671,388 $18.8M
Alyeska Investment Group, L.P. 0.07% Add +452.3% 1,585,185 $17.8M
Sei Investments Co. 0.02% Add +11.1% 1,460,786 $16.4M
Invesco Ltd. 0.00% Reduce -3.5% 1,336,537 $15.0M
Adage Capital Partners Gp, L.L.C. 0.03% Reduce -23.5% 1,300,000 $14.6M
Kore Advisors LP 13.07% Add +1.0% 1,264,317 $14.2M
Pingora Partners LLC 10.04% Reduce -2.1% 1,204,322 $13.5M
Bank of America Corp. 0.00% Add +404.3% 1,203,983 $13.5M
Woodline Partners LP 0.09% Reduce -75.4% 1,172,670 $13.2M
Millennium Management 0.01% Reduce -51.1% 1,090,696 $12.3M
Covalis Capital LLP 2.73% Reduce -33.9% 1,057,693 $11.9M
Empowered Funds, LLC 0.17% Add +7.6% 1,046,469 $11.8M
Deutsche Bank AG 0.00% Reduce -13.6% 1,041,361 $11.7M
Federated Hermes, Inc. 0.02% Add +212.6% 932,863 $10.5M
Principal Financial Group Inc. 0.01% Add +7.4% 910,171 $10.2M
HITE Hedge Asset Management LLC 0.63% New 897,456 $10.1M
Cetera Investment Advisers 0.02% Add +322.4% 893,503 $10.0M
Victory Capital Management Inc. 0.01% Add +12.4% 849,692 $9.6M
GMO 0.03% Add +65.8% 812,933 $9.1M
HRT Financial LP 0.06% New 803,819 $9.0M
Riposte Capital LLC 5.74% Add +14.3% 800,000 $9.0M
Balyasny Asset Management L.P. 0.02% Add +5643.1% 787,437 $8.9M
Ameriprise Financial Inc. 0.00% Add +0.8% 786,018 $8.8M
First Trust Advisors LP 0.01% Reduce -10.5% 732,211 $8.2M
SIR Capital Management, L.P. 0.63% New 641,500 $7.2M
Two Sigma Investments, LP 0.02% Reduce -57.9% 631,648 $7.1M
Citigroup Inc. 0.01% Add +88.8% 581,062 $6.5M
Public Sector Pension Investment Board 0.03% Add +33.3% 580,052 $6.5M
Thomist Capital Management, LP 2.71% New 579,150 $6.5M
Kohlberg Kravis Roberts & Co. L.P. 0.17% No change 572,354 $6.4M
Clearbridge Investments, LLC 0.01% Reduce -16.1% 566,771 $6.4M
ExodusPoint Capital Management, LP 0.08% New 560,475 $6.3M
Freestone Grove Partners LP 0.06% Reduce -24.1% 539,533 $6.1M
Fisher Asset Management 0.00% New 518,293 $5.8M
FMR LLC 0.00% Reduce -26.3% 502,322 $5.6M
Rhumbline Advisers 0.01% Add +3.0% 500,087 $5.6M
Legal & General Group Plc 0.00% Reduce -0.5% 447,048 $5.0M
Royce & Associates LP 0.05% Reduce -35.2% 440,316 $4.9M
Marshall Wace, LLP 0.01% Reduce -33.1% 416,084 $4.7M
Peregrine Capital Management LLC 0.15% Add +7.3% 399,524 $4.5M
Jane Street Group, LLC 0.01% Add +113.8% 392,293 $4.4M
Jasper Ridge Partners, L.P. 0.14% No change 384,897 $4.3M
Northside Capital Management, LLC 0.68% No change 374,204 $4.2M
Quantbot Technologies LP 0.13% Add +97.7% 361,283 $4.1M
Jain Global LLC 0.08% Add +1124.1% 358,311 $4.0M
Swiss National Bank 0.00% No change 345,067 $3.9M
Walleye Capital LLC 0.04% Add +544.7% 321,716 $3.6M
Jupiter Asset Management Ltd. 0.03% Reduce -26.1% 310,068 $3.5M
Rafferty Asset Management, LLC 0.01% Add +48.8% 300,528 $3.4M
Jump Financial, LLC 0.05% New 298,498 $3.4M
Phocas Financial Corp. 0.50% Reduce -5.4% 291,223 $3.3M
Susquehanna International Group, LLP 0.01% Add +52.7% 269,128 $3.0M
Seven Grand Managers, LLC 0.66% Reduce -50.0% 250,000 $2.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +32.0% 244,456 $2.7M
Susquehanna Fundamental Investments, LLC 0.05% Reduce -0.4% 242,515 $2.7M
JPMorgan Chase & Co. 0.00% Reduce -10.0% 241,938 $2.7M
Barclays PLC 0.00% Reduce -24.0% 222,232 $2.5M
Wells Fargo & Company 0.00% Reduce -1.2% 209,108 $2.4M
Verition Fund Management LLC 0.01% Add +65.6% 205,331 $2.3M
Thrivent Financial for Lutherans 0.01% Reduce -0.3% 203,397 $2.3M
California State Teachers Retirement System 0.00% Reduce -0.6% 178,923 $2.0M
Prudential Financial Inc. 0.00% Add +0.9% 177,606 $2.0M
State of Wisconsin Investment Board 0.01% Add +241.5% 171,977 $1.9M
Alliancebernstein L.P. 0.00% Add +8.6% 169,568 $1.9M
Raymond James Financial Inc. 0.00% Add +33.1% 165,044 $1.9M
Mraz, Amerine & Associates, Inc. 0.32% Add +4.9% 165,868 $1.8M
Interval Partners, LP 0.07% Add +11.9% 164,015 $1.8M
Michelson Medical Research Foundation, Inc. 1.47% No change 156,166 $1.8M
Voya Investment Management LLC 0.00% Add +34.7% 155,759 $1.8M
Russell Investments Group, Ltd. 0.00% Add +6.8% 155,632 $1.7M
GW&K Investment Management, LLC 0.02% Reduce -2.6% 153,362 $1.7M
Kornitzer Capital Management Inc. 0.04% No change 150,000 $1.7M
Numerai GP LLC 0.29% New 137,558 $1.5M
State of New Jersey Common Pension Fund D 0.01% New 136,233 $1.5M
Van Den Berg Management I, Inc. 0.42% Add +1.6% 123,043 $1.4M
T. Rowe Price Associates Inc. 0.00% Add +37.5% 119,668 $1.3M
Man Group plc 0.00% Add +347.4% 119,104 $1.3M
Jackson Creek Investment Advisors LLC 0.40% Reduce -0.1% 112,697 $1.3M
State of Tennessee, Department of Treasury 0.00% Add +10.8% 108,538 $1.2M
Nokomis Capital, L.L.C. 0.52% No change 107,525 $1.2M
Heritage Wealth Management, Inc. 0.41% Reduce -4.5% 106,425 $1.2M
Illinois Municipal Retirement Fund 0.02% Add +25.6% 102,704 $1.2M
Moody National Bank Trust Division 0.12% Reduce -7.2% 101,338 $1.1M
State of Alaska, Department of Revenue 0.01% Add +2.1% 101,342 $1.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +6.7% 98,670 $1.1M
Capital Fund Management S.A. 0.01% Reduce -43.9% 98,492 $1.1M
MetLife Investment Management, LLC 0.01% Reduce -1.6% 96,937 $1.1M
Dynamic Technology Lab Private Ltd 0.15% New 93,110 $1.0M
New York State Common Retirement Fund 0.00% Add +8.8% 91,391 $1.0M
Aigen Investment Management, LP 0.16% Add +164.8% 88,721 $997K
Carrera Capital Advisors 0.22% New 88,524 $995K
Manufacturers Life Insurance Company, The 0.00% Add +10.0% 88,142 $991K
Nebula Research & Development LLC 0.09% Reduce -11.7% 87,400 $982K
Creative Planning 0.00% Reduce -10.0% 87,347 $982K
Corebridge Financial, Inc. 0.01% Add +0.2% 87,152 $980K
Neuberger Berman Group LLC 0.00% Add +0.0% 87,074 $980K
Louisiana State Employees Retirement System 0.02% Add +2.0% 86,100 $968K
Lazard Asset Management LLC 0.00% Add +47.3% 85,939 $965K
Intech Investment Management LLC 0.01% Add +53.2% 83,820 $942K
Versor Investments LP 0.15% New 81,800 $919K
Virtu Financial LLC 0.05% New 81,207 $913K
Janus Henderson Group PLC 0.00% Add +18.1% 78,957 $879K
Alps Advisors Inc. 0.01% Reduce -3.5% 77,990 $877K
Comerica Bank 0.00% Add +17.8% 74,285 $835K
Voleon Capital Management LP 0.07% Reduce -38.6% 74,161 $834K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.12% Reduce -0.0% 71,715 $806K
DAVENPORT & Co LLC 0.00% Reduce -22.5% 69,000 $776K
Yousif Capital Management, LLC 0.01% Add +2.1% 66,806 $751K
New York State Teachers Retirement System 0.00% Add +12.3% 61,361 $690K
Royal Bank of Canada 0.00% Add +16.1% 58,900 $662K
XTX Topco Ltd 0.03% New 58,764 $661K
Prelude Capital Management, LLC 0.07% New 58,378 $656K
EntryPoint Capital, LLC 0.30% New 57,436 $646K
Callahan Advisors, LLC 0.06% Add +3.9% 54,831 $616K
MorganRosel Wealth Management, LLC 0.18% No change 53,623 $603K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +2.3% 53,522 $602K
Maryland State Retirement & Pension System 0.01% Reduce -9.7% 53,420 $600K
CFM Wealth Partners LLC 0.10% No change 52,614 $591K
Mariner, LLC 0.00% Reduce -40.0% 51,968 $584K
Teachers Retirement System of the State of Kentucky 0.01% No change 51,600 $580K
Amalgamated Bank 0.00% Add +3.0% 51,467 $578K
Arizona State Retirement System 0.00% Add +13.2% 50,976 $573K
GF Fund Management Co. LTD. 0.01% Reduce -3.8% 49,655 $558K
Dark Forest Capital Management LP 0.03% Add +45.6% 48,572 $546K
Welch Group, LLC 0.02% No change 48,396 $539K
Petrus Trust Company, LTA 0.05% Reduce -30.3% 47,803 $537K
Harbor Capital Advisors, Inc. 0.02% Add +22.7% 46,427 $522K
Stifel Financial Corp. 0.00% Reduce -2.9% 46,036 $517K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Add +17.4% 43,769 $492K
Bayesian Capital Management, LP 0.08% Add +113.3% 43,300 $487K
LPL Financial LLC 0.00% Reduce -52.4% 42,940 $483K
Magnolia Capital Advisors LLC 0.13% No change 42,629 $479K
Oregon Public Employees Retirement Fund 0.01% Add +1.9% 41,900 $471K
Liberty Mutual Group Asset Management Inc. 0.15% No change 41,118 $462K
Two Sigma Advisers, LP 0.00% Reduce -97.3% 40,611 $456K
Bank of Montreal 0.00% Add +21.9% 40,171 $452K
ProShare Advisors LLC 0.00% Reduce -20.0% 39,393 $443K
Westwood Holdings Group Inc. 0.00% No change 37,593 $423K
Pointe Capital Management LLC 0.25% Reduce -6.0% 37,548 $422K
State Board of Administration of Florida Retirement System 0.00% No change 37,156 $418K
Cibc World Markets Corp. 0.00% Add +141.9% 36,799 $414K
KLP Kapitalforvaltning As 0.00% No change 35,460 $399K
Police & Firemen's Retirement System of New Jersey 0.00% No change 35,073 $394K
Keybank National Association 0.00% Add +0.1% 34,153 $384K
Pickering Energy Partners LP 5.61% Reduce -22.7% 34,000 $382K
CastleKnight Management LP 0.04% Reduce -24.6% 32,525 $366K
Jefferies Financial Group Inc. 0.01% New 32,320 $363K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% — 30,800 $346K
HighTower Advisors, LLC 0.00% Add +194.3% 30,799 $346K
Rockefeller Capital Management L.P. 0.00% Add +3.7% 30,726 $345K
GTS Securities LLC 0.01% Reduce -4.8% 30,281 $340K
Sunbelt Securities, Inc. 0.03% Add +0.9% 28,657 $322K
Pictet Asset Management Holding SA 0.00% Add +13.1% 27,413 $308K
Mutual of America Capital Management LLC 0.00% Add +0.7% 26,633 $299K
Mackenzie Financial Corp. 0.00% Add +151.3% 26,068 $293K
Teacher Retirement System of Texas 0.00% New 25,768 $290K
Montgomery Investment Management Inc. 0.11% No change 24,843 $279K
CoreCommodity Management, LLC 0.04% Reduce -40.8% 24,640 $277K
Guggenheim Capital LLC 0.00% Add +7.3% 23,815 $268K
Aristeia Capital, L.L.C. 0.02% New 22,750 $256K
Natixis Advisors, LLC 0.00% Add +50.5% 21,791 $245K
Quantessence Capital LLC 0.06% New 20,900 $235K
DekaBank Deutsche Girozentrale 0.00% No change 21,282 $231K
Praxis Investment Management Inc. 0.02% Reduce -6.8% 19,900 $224K
Y-Intercept (Hong Kong) Ltd 0.01% New 19,758 $222K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% New 19,544 $220K
HSBC Holdings PLC 0.00% Add +1.8% 19,239 $218K
1492 Capital Management LLC 0.11% Add +6.7% 17,989 $202K
AQR Capital Management 0.00% Add +8.9% 17,104 $192K
Ameritas Investment Partners, Inc. 0.01% No change 17,003 $191K
CIBC Asset Management Inc 0.00% Reduce -0.0% 16,956 $191K
Oxford Asset Management LLP 0.09% New 16,907 $190K
Annandale Capital, LLC 0.04% New 16,603 $187K
VestGen Advisors, LLC 0.01% — 16,300 $183K
Schonfeld Strategic Advisors LLC 0.00% New 15,734 $177K
Innealta Capital, LLC 0.09% Add +47.5% 14,908 $168K
Meeder Asset Management Inc. 0.01% No change 14,687 $165K
Cantor Fitzgerald Investment Advisors L.P. 0.01% No change 14,550 $164K
Janney Montgomery Scott LLC 0.00% Reduce -38.8% 14,096 $158K
Franklin Resources Inc. 0.00% Add +22.4% 13,999 $157K
Legacy Wealth Managment, LLC 0.11% Reduce -12.3% 13,582 $153K
Equitable Trust Co. 0.01% No change 13,366 $150K
Johnson Investment Counsel Inc. 0.00% No change 13,222 $149K
Sherbrooke Park Advisers LLC 0.07% New 12,667 $142K
Xponance LLC 0.00% Reduce -40.3% 12,571 $141K
Picton Mahoney Asset Management 0.00% Reduce -18.0% 12,174 $136K
AlphaQuest LLC 0.01% Reduce -4.5% 12,099 $136K
Twinbeech Capital LP 0.00% New 11,861 $133K
Fox Run Management, L.L.C. 0.02% New 11,806 $133K
Corient Private Wealth LP 0.00% Reduce -56.8% 11,625 $131K
Envestnet Asset Management Inc. 0.00% Reduce -9.9% 11,543 $130K
BNP Paribas Financial Markets 0.00% Reduce -94.1% 11,395 $128K
M&T Bank Corp 0.00% Reduce -76.0% 11,252 $127K
Bryce Point Capital, LLC 0.09% Reduce -89.1% 10,290 $126K
Gsa Capital Partners LLP 0.01% New 10,819 $122K
Ethic Inc. 0.00% New 10,995 $122K
KBC Group NV 0.00% New 10,439 $117K
DRW Securities, LLC 0.01% New 10,188 $115K
PNC Financial Services Group, Inc. 0.00% Reduce -2.7% 10,102 $114K
Signaturefd, LLC 0.00% Reduce -3.6% 7,967 $90K
American National Bank & Trust 0.01% No change 5,935 $67K
Tower Research Capital LLC (TRC) 0.00% Add +157.2% 5,496 $62K
Toth Financial Advisory Corp. 0.01% Reduce -52.1% 4,310 $48K
Jones Financial Companies LLLP 0.00% Add +22.5% 4,321 $48K
Osaic Holdings, Inc. 0.00% Reduce -3.0% 4,235 $48K
Ancora Advisors LLC 0.00% Add +45.2% 3,287 $37K
Quadrant Capital Group LLC 0.00% Reduce -6.0% 3,266 $37K
Public Employees Retirement System of Ohio 0.00% Add +15.5% 3,123 $35K
Spirit of America Management Corp. 0.01% No change 3,000 $34K
GAMMA Investing LLC 0.00% Reduce -50.3% 2,475 $28K
Brooklyn Investment Group 0.01% Add +1110.3% 2,457 $28K
Cwm, LLC 0.00% Reduce -30.1% 2,323 $26K
Allworth Financial LP 0.00% New 3,002 $26K
Sterling Capital Management LLC 0.00% Reduce -94.3% 2,170 $24K
Nomura Asset Management Co. Ltd. 0.00% New 1,700 $19K
MAI Capital Management 0.00% Add +3.8% 1,685 $19K
Macquarie Group Ltd. 0.00% New 1,433 $16K
Arax Advisory Partners 0.00% New 1,409 $16K
Nisa Investment Advisors, LLC 0.00% Reduce -24.9% 1,384 $16K
US Bancorp \de 0.00% Reduce -20.8% 1,339 $15K
Simplex Trading, LLC 0.00% Reduce -89.5% 1,278 $14K
Larson Financial Group LLC 0.00% Add +10.0% 1,187 $13K
ORG Partners LLC 0.00% Add +76.3% 1,063 $12K
NewEdge Advisors, LLC 0.00% No change 900 $10K
Optiver Holding B.V. 0.00% New 581 $7K
First Horizon Advisors, Inc. 0.00% Add +25.1% 568 $6K
UMB Bank, n.a. 0.00% Add +184.7% 541 $6K
Steward Partners Investment Advisory, LLC 0.00% No change 540 $6K
Parallel Advisors, LLC 0.00% Add +215.3% 473 $5K
Coldstream Capital Management Inc. 0.00% New 468 $5K
MassMutual Private Wealth & Trust, FSB 0.00% Add +51.3% 404 $5K
Quarry LP 0.00% Reduce -90.8% 401 $5K
Financial Gravity Asset Management, Inc. 0.00% — 400 $4K
IFP Advisors, Inc 0.00% Add +1.5% 400 $4K
SBI Securities Co., Ltd. 0.00% Reduce -66.8% 385 $4K
Fortitude Family Office, LLC 0.00% No change 371 $4K
Fifth Third Bancorp 0.00% New 369 $4K
Hantz Financial Services, Inc. 0.00% Add +11966.7% 362 $4K
Bessemer Group Inc. 0.00% Reduce -40.5% 383 $4K
Farther Finance Advisors, LLC 0.00% Reduce -88.9% 350 $4K
Private Trust Co. NA 0.00% No change 319 $4K
Rothschild Investment LLC 0.00% Add +3.9% 291 $3K
Huntington National Bank 0.00% Add +19.6% 287 $3K
Hexagon Capital Partners LLC 0.00% Reduce -26.4% 234 $3K
SVB Wealth LLC 0.00% New 200 $2K
WPG Advisers, LLC 0.00% Add +771.4% 183 $2K
EverSource Wealth Advisors, LLC 0.00% Add +243.6% 134 $2K
Smartleaf Asset Management LLC 0.00% Reduce -53.6% 128 $1K
Parkside Financial Bank & Trust 0.00% Add +750.0% 102 $1K
Farmers & Merchants Investments Inc. 0.00% New 100 $1K
Lindbrook Capital, LLC 0.00% Reduce -44.2% 92 $1K
Rise Advisors, LLC 0.00% New 74 $832
Geneos Wealth Management Inc. 0.00% New 70 $787
Ridgewood Investments LLC 0.00% No change 60 $674
NFSG Corp 0.00% No change 60 $674
JFS Wealth Advisors, LLC 0.00% New 55 $619
Rialto Wealth Management, LLC 0.00% New 44 $495
Stephens Consulting, LLC 0.00% New 35 $394
Versant Capital Management, Inc 0.00% Reduce -59.5% 34 $382
CoreCap Advisors, LLC 0.00% New 30 $337
Harbour Investments, Inc. 0.00% No change 21 $236
Creative Financial Designs Inc. 0.00% No change 17 $197
SJS Investment Consulting Inc. 0.00% Reduce -95.6% 12 $135
Global Financial Private Client, LLC 0.00% Add +166.7% 8 $90
DiNuzzo Private Wealth, Inc. 0.00% Add +600.0% 7 $79
IAG Wealth Partners, LLC 0.00% New 3 $34
TFC Financial Management, Inc. 0.00% No change 1 $12
Bay Harbor Wealth Management, LLC 0.00% New 1 $11
Capital Advisors, Ltd. LLC 0.00% No change 25 $0
Hemington Wealth Management 0.00% Add +133.3% 56 $0
Covestor Ltd 0.00% Reduce -67.4% 15 $0

"% of holder's portfolio" is CRGY's weight in each manager's 13F, not the share of Crescent Energy Inc. Class A the manager owns.