Crescent Energy Inc. Class ACRGY

13F holders, Q2 2026 (June 30)
363holders +2
65new positions
62sold out
7famous investors
$9.85avg. 13F price*

At the end of Q2 2026, 363 institutions reported holding Crescent Energy Inc. Class A (CRGY) in their 13F filings, up 2 from Q1 2026. 65 opened new positions and 62 sold out. The largest holders were BlackRock, Inc. ($380.2M), Kohlberg Kravis Roberts & Co. L.P. ($281.4M) and American Century Companies Inc. ($176.3M). 7 famous investors held it, including Bill Miller (4.9% of Miller Value Partners's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jeremy Grantham (0.0% of GMO'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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions65$138.7M
Exits62$132.8M

All 13F filers, Q1 2026 → Q2 2026: 52,577,104 shares bought and 55,123,044 shares sold, net −2,545,940 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 363 holders

BlackRock, Inc. 0.01% Add +3.6% 38,716,409 $380.2M
Kohlberg Kravis Roberts & Co. L.P. 5.15% No change 28,655,357 $281.4M
American Century Companies Inc. 0.08% Add +3.9% 17,958,226 $176.3M
Vanguard Portfolio Management LLC 0.01% Add +6.3% 17,244,762 $169.3M
Goldman Sachs Group Inc. 0.02% Add +103.5% 16,912,550 $166.1M
State Street Corp. 0.00% Add +2.9% 16,551,114 $162.5M
Dimensional Fund Advisors LP 0.03% Add +23.8% 16,311,619 $160.2M
Vanguard Capital Management LLC 0.00% Add +6.0% 11,999,515 $117.8M
Invesco Ltd. 0.01% Add +2.3% 8,778,114 $86.2M
Jennison Associates LLC 0.04% Add +78.4% 7,589,933 $74.5M
Geode Capital Management, LLC 0.00% Add +6.6% 6,499,983 $63.8M
Two Sigma Investments, LP 0.04% Add +214.5% 5,623,753 $55.2M
Charles Schwab Investment Management Inc. 0.01% Reduce -6.1% 5,114,028 $50.2M
Bank of New York Mellon Corp 0.01% Add +4.5% 4,459,464 $43.8M
Liberty Mutual Group Asset Management Inc. 3.65% Reduce -88.5% 4,254,746 $41.8M
Morgan Stanley 0.00% Add +9.9% 3,434,358 $33.7M
Pickering Energy Partners LP 87.43% Add +2.0% 3,203,978 $31.5M
Citadel Advisors 0.02% Add +3474.9% 3,186,604 $31.3M
Hotchkis & Wiley Capital Management LLC 0.08% Add +12.4% 2,883,335 $28.3M
Segall Bryant & Hamill, LLC 0.32% Add +4.6% 2,714,204 $26.7M
Northern Trust Corp. 0.00% Add +7.6% 2,517,949 $24.7M
Pacer Advisors, Inc. 0.05% Add +8.4% 2,110,966 $20.7M
Miller Value Partners 4.86% Add +4.5% 2,092,679 $20.6M
Wells Fargo & Company 0.00% Add +300.9% 2,039,694 $20.0M
Assenagon Asset Management S.A. 0.03% New 1,977,104 $19.4M
Nomura Holdings Inc. 0.08% Add +14821.3% 1,822,936 $17.9M
HRT Financial LP 0.03% New 1,784,832 $17.5M
Cetera Investment Advisers 0.02% Reduce -47.5% 1,755,007 $17.2M
Bridgeway Capital Management, LLC 0.30% Add +5.1% 1,751,409 $17.2M
Victory Capital Management Inc. 0.01% Add +45.8% 1,706,322 $16.8M
Nuveen, LLC 0.00% Add +26.4% 1,703,694 $16.7M
Royal Bank of Canada 0.00% Add +4078.3% 1,661,266 $16.3M
Vanguard Fiduciary Trust Co. 0.00% Add +3.4% 1,650,517 $16.2M
Voloridge Investment Management, LLC 0.07% Reduce -3.0% 1,643,220 $16.1M
Kore Advisors LP 17.99% No change 1,586,456 $15.6M
First Trust Advisors LP 0.01% Add +2.1% 1,574,106 $15.5M
Empowered Funds, LLC 0.08% Add +8.8% 1,458,997 $14.3M
Jump Financial, LLC 0.14% New 1,454,878 $14.3M
Deutsche Bank AG 0.00% Reduce -0.1% 1,381,172 $13.6M
Qube Research & Technologies Ltd 0.01% New 1,367,617 $13.4M
Ameriprise Financial Inc. 0.00% Reduce -3.5% 1,241,820 $12.2M
Weiss Asset Management LP 0.20% New 1,226,064 $12.0M
Balyasny Asset Management L.P. 0.02% Add +2.9% 1,215,413 $11.9M
Principal Financial Group Inc. 0.01% Reduce -0.0% 1,181,452 $11.6M
Pingora Partners LLC 6.47% Add +1.0% 1,128,128 $11.1M
Mizuho Markets Cayman LP 0.41% New 1,104,672 $10.8M
Squarepoint Ops LLC 0.02% Reduce -10.6% 974,091 $9.6M
FMR LLC 0.00% Reduce -22.3% 916,418 $9.0M
JPMorgan Chase & Co. 0.00% Add +30.5% 884,377 $9.0M
UBS Group AG 0.00% Reduce -66.9% 913,097 $9.0M
Fisher Asset Management 0.00% Add +36.0% 881,118 $8.7M
Public Sector Pension Investment Board 0.02% Reduce -3.4% 839,574 $8.2M
Bank of America Corp. 0.00% Reduce -72.6% 838,028 $8.2M
Horizon Investments, LLC 0.07% New 158,242 $6.5M
Mackenzie Financial Corp. 0.01% New 655,802 $6.4M
Dana Investment Advisors, Inc. 0.16% Reduce -1.6% 645,193 $6.3M
AQR Capital Management 0.00% Reduce -2.4% 643,089 $6.3M
Rhumbline Advisers 0.00% Reduce -10.1% 628,571 $6.2M
Readystate Asset Management LP 0.40% Add +275.4% 619,287 $6.1M
Alyeska Investment Group, L.P. 0.02% Reduce -52.4% 616,208 $6.1M
Sei Investments Co. 0.00% Add +44.8% 562,416 $5.5M
Legal & General Group Plc 0.00% Add +5.7% 527,676 $5.2M
HITE Hedge Asset Management LLC 0.28% Reduce -40.2% 523,060 $5.1M
Federated Hermes, Inc. 0.01% New 517,023 $5.1M
Aventail Capital Group, LP 0.29% Reduce -33.2% 510,946 $5.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +0.2% 498,398 $4.9M
Lighthouse Investment Partners, LLC 0.15% Add +414.9% 494,999 $4.9M
Swiss National Bank 0.00% Add +1.6% 493,492 $4.8M
Brevan Howard Capital Management LP 0.07% Add +2385.6% 490,256 $4.8M
Valueworks LLC 1.00% No change 490,083 $4.8M
ArrowMark Colorado Holdings LLC 0.19% Reduce -65.6% 460,832 $4.5M
PDT Partners, LLC 0.23% New 455,126 $4.5M
Alliancebernstein L.P. 0.00% Add +4.9% 319,678 $4.3M
Quantinno Capital Management LP 0.00% Add +146.7% 404,566 $4.0M
Yaupon Capital Management LP 0.13% New 400,211 $3.9M
BNP Paribas Financial Markets 0.00% Reduce -57.4% 389,923 $3.8M
Susquehanna International Group, LLP 0.00% Add +206.5% 375,548 $3.7M
Mizuho Markets Americas LLC 0.06% Reduce -50.8% 344,940 $3.4M
Healthcare of Ontario Pension Plan Trust Fund 0.00% New 342,600 $3.4M
Susquehanna Portfolio Strategies, LLC 0.05% Reduce -9.6% 340,044 $3.3M
Rafferty Asset Management, LLC 0.01% Reduce -41.5% 336,903 $3.3M
T. Rowe Price Associates Inc. 0.00% Add +22.2% 332,675 $3.3M
Raymond James Financial Inc. 0.00% Reduce -1.8% 326,490 $3.2M
GMO 0.01% Reduce -3.5% 319,770 $3.1M
Russell Investments Group, Ltd. 0.00% Add +58.6% 312,632 $3.1M
Peregrine Capital Management LLC 0.10% Reduce -19.8% 306,321 $3.0M
Citigroup Inc. 0.00% Reduce -50.1% 299,002 $2.9M
Advisors Asset Management, Inc. 0.04% Add +137.9% 291,104 $2.9M
NFJ Investment Group, LLC 0.10% No change 285,955 $2.8M
California State Teachers Retirement System 0.00% Reduce -1.9% 284,172 $2.8M
Creative Planning 0.00% Add +8.8% 270,114 $2.7M
Prudential Financial Inc. 0.00% Add +5.7% 265,250 $2.6M
Seven Grand Managers, LLC 0.10% New 250,000 $2.5M
Lombard Odier Asset Management (USA) Corp 3.21% Add +170.2% 235,098 $2.3M
Barclays PLC 0.00% Add +22.3% 233,540 $2.3M
McAlvany Wealth Management LLC 1.71% Add +0.8% 232,846 $2.3M
Vanguard Global Advisers, LLC 0.00% Add +31.8% 230,025 $2.3M
Royce & Associates LP 0.02% Add +21.9% 229,938 $2.3M
Corient Private Wealth LP 0.00% Add +856.5% 229,407 $2.3M
Van Den Berg Management I, Inc. 0.47% Add +0.5% 228,438 $2.2M
Jasper Ridge Partners, L.P. 0.04% No change 212,869 $2.1M
SG Americas Securities, LLC 0.00% Add +173.3% 208,506 $2.0M
Mraz, Amerine & Associates, Inc. 0.29% Add +3.1% 208,065 $2.0M
Trexquant Investment LP 0.01% New 200,003 $2.0M
IMC-Chicago, LLC 0.02% Add +15.2% 195,114 $1.9M
Jackson Creek Investment Advisors LLC 0.62% New 163,573 $1.9M
Man Group plc 0.00% Add +1626.1% 190,574 $1.9M
CSS LLC 0.25% Add +141.3% 187,877 $1.8M
Janney Montgomery Scott LLC 0.00% Reduce -14.6% 185,259 $1.8M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% Add +273.0% 179,400 $1.8M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% Add +7.5% 175,836 $1.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -12.9% 175,571 $1.7M
Millennium Management 0.00% Add +48.3% 167,758 $1.6M
Moody National Bank Trust Division 0.14% No change 167,634 $1.6M
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 166,777 $1.6M
Thrivent Financial for Lutherans 0.00% Reduce -1.1% 160,480 $1.6M
Voya Investment Management LLC 0.00% Reduce -6.4% 158,184 $1.6M
Michelson Medical Research Foundation, Inc. 1.42% No change 156,166 $1.5M
MetLife Investment Management, LLC 0.01% Add +8.3% 152,130 $1.5M
Kornitzer Capital Management Inc. 0.03% No change 150,000 $1.5M
NewEdge Advisors, LLC 0.00% Add +1.1% 145,918 $1.4M
BI Asset Management Fondsmaeglerselskab A/S 0.01% New 144,054 $1.4M
State of Tennessee, Department of Treasury 0.00% Reduce -15.2% 141,794 $1.4M
Manufacturers Life Insurance Company, The 0.00% Add +37.3% 137,679 $1.4M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +14.7% 135,304 $1.3M
Cibc World Market Inc. 0.00% Add +61.2% 132,990 $1.3M
Illinois Municipal Retirement Fund 0.01% Add +5.1% 126,258 $1.2M
Engineers Gate Manager LP 0.02% New 120,464 $1.2M
Jupiter Topco LLC 0.00% — 113,838 $1.1M
XTX Topco Ltd 0.01% New 112,883 $1.1M
Intech Investment Management LLC 0.01% Reduce -32.4% 112,813 $1.1M
Summit Global Investments 0.06% Add +273.0% 110,174 $1.1M
Lazard Asset Management LLC 0.00% Reduce -29.5% 109,501 $1.1M
Louisiana State Employees Retirement System 0.02% Reduce -0.7% 107,100 $1.1M
Coppell Advisory Solutions LLC 0.09% New 9 $1.0M
Callahan Advisors, LLC 0.07% Add +33.8% 100,348 $985K
CM Management, LLC 0.62% New 100,000 $982K
Virtus Advisers, LLC 0.38% Add +2.5% 99,973 $982K
Neuberger Berman Group LLC 0.00% Add +1.3% 98,836 $971K
Magnetar Financial LLC 0.01% New 97,515 $958K
New York State Teachers Retirement System 0.00% Add +2.9% 95,758 $940K
Algert Global LLC 0.01% Reduce -38.9% 94,614 $929K
Fifth Third Bancorp 0.00% Reduce -18.8% 93,861 $922K
State of New Jersey Common Pension Fund D 0.00% New 92,592 $909K
Voleon Capital Management LP 0.02% Reduce -5.0% 92,219 $906K
Nokomis Capital, L.L.C. 0.34% Reduce -47.5% 91,925 $903K
State of Alaska, Department of Revenue 0.01% Reduce -30.7% 88,900 $872K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +21.9% 88,373 $868K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -57.4% 87,381 $858K
LPL Financial LLC 0.00% Add +21.3% 86,346 $848K
Mitsubishi UFJ Trust & Banking Corp 0.00% Add +75.4% 84,438 $829K
D. E. Shaw & Co. 0.00% Reduce -95.0% 83,279 $818K
DAVENPORT & Co LLC 0.00% No change 82,000 $805K
New York State Common Retirement Fund 0.00% Reduce -29.6% 81,385 $799K
Heirloom Wealth Management 0.11% Add +16.3% 78,977 $776K
DRW Securities, LLC 0.05% Add +53.5% 77,089 $757K
Police & Firemen's Retirement System of New Jersey 0.01% Add +12.0% 76,703 $753K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.08% No change 72,080 $708K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -6.2% 70,732 $695K
Arizona State Retirement System 0.00% Add +0.2% 67,858 $666K
Amalgamated Bank 0.00% Reduce -5.3% 66,055 $649K
Alps Advisors Inc. 0.00% Reduce -2.9% 66,062 $649K
Yousif Capital Management, LLC 0.01% Add +0.6% 65,196 $640K
Freestone Grove Partners LP 0.00% New 64,622 $635K
Vanguard Investments Australia, Ltd. 0.00% No change 64,586 $634K
First Citizens Bank & Trust Co. 0.01% Add +0.8% 64,240 $631K
Envestnet Portfolio Solutions, Inc. 0.00% Add +0.9% 61,612 $605K
Steward Partners Investment Advisory, LLC 0.00% Add +1650.4% 61,124 $600K
Hancock Whitney Corp. 0.01% Reduce -3.3% 61,042 $599K
Teachers Retirement System of the State of Kentucky 0.00% Add +7.2% 59,852 $588K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -3.6% 57,952 $569K
GF Fund Management Co. LTD. 0.01% Reduce -31.3% 55,608 $546K
Oregon Public Employees Retirement Fund 0.01% Reduce -0.4% 55,374 $544K
KLP Kapitalforvaltning As 0.00% No change 54,252 $533K
Vanguard Personalized Indexing Management, LLC 0.00% Add +7.1% 50,171 $493K
Keybank National Association 0.00% Add +0.8% 48,415 $475K
Welch Group, LLC 0.02% No change 48,396 $475K
Simplex Trading, LLC 0.01% New 48,088 $472K
Act Capital Management, LLC 0.29% No change 45,000 $442K
Pinnacle Holdings, LLC 0.14% Reduce -0.6% 44,704 $439K
New Age Alpha Advisors, LLC 0.02% New 44,411 $436K
EntryPoint Capital, LLC 0.10% Add +175.2% 43,681 $429K
Caprock Group, LLC 0.01% Add +2.3% 43,342 $426K
Sterling Capital Management LLC 0.01% Add +405.0% 43,271 $425K
Western Wealth Management, LLC 0.01% Reduce -2.9% 43,057 $423K
CoreCommodity Management, LLC 0.08% Add +1.8% 42,231 $415K
Dynamic Technology Lab Private Ltd 0.09% New 42,176 $414K
Guggenheim Capital LLC 0.00% Add +27.4% 40,721 $400K
Amundi 0.00% Add +149.3% 40,380 $397K
Northside Capital Management, LLC 0.03% No change 40,333 $396K
Wealth Enhancement Advisory Services, LLC 0.00% Add +50.8% 41,665 $395K
Pictet Asset Management Holding SA 0.00% No change 38,292 $376K
Innealta Capital, LLC 0.20% Add +263.0% 37,371 $367K
State Board of Administration of Florida Retirement System 0.00% No change 37,156 $365K
ProShare Advisors LLC 0.00% Reduce -7.5% 36,908 $362K
OMERS ADMINISTRATION Corp 0.00% New 36,800 $361K
Interval Partners, LP 0.01% New 36,106 $355K
Caitong International Asset Management Co., Ltd 0.05% Reduce -17.6% 35,862 $352K
Cerity Partners LLC 0.00% Reduce -19.1% 35,485 $348K
Maryland State Retirement & Pension System 0.01% No change 35,428 $348K
Quantbot Technologies LP 0.01% New 34,726 $341K
Mirabella Financial Services LLP 0.04% Reduce -0.6% 33,743 $331K
Bank of Montreal 0.00% Add +5.3% 33,104 $325K
State of Wisconsin Investment Board 0.00% Add +36.8% 33,008 $324K
Montgomery Investment Management Inc. 0.10% Reduce -4.8% 31,965 $314K
Kestra Advisory Services, LLC 0.00% Add +0.3% 31,561 $310K
Elo Mutual Pension Insurance Co 0.00% New 31,295 $307K
DekaBank Deutsche Girozentrale 0.00% No change 21,282 $292K
Mercer Global Advisors Inc. 0.00% Add +38.4% 29,699 $292K
Magnolia Capital Advisors LLC 0.05% Add +1.4% 29,689 $292K
PNC Financial Services Group, Inc. 0.00% Add +1.3% 28,706 $282K
Mutual of America Capital Management LLC 0.00% Add +0.7% 27,990 $275K
Riverstone Holdings LLC 0.89% No change 27,702 $272K
MidFirst Bank 0.02% No change 27,639 $271K
Legacy Wealth Managment, LLC 0.11% Add +180.1% 26,453 $260K
Fieldview Capital Management, LLC 0.07% Add +47.4% 26,278 $258K
Tower Research Capital LLC (TRC) 0.01% Reduce -39.1% 26,261 $258K
CIBC Asset Management Inc 0.00% Add +12.8% 25,503 $250K
Xponance LLC 0.00% Add +8.4% 25,313 $249K
Mangrove Partners Im, LLC 0.02% New 25,160 $247K
Franklin Resources Inc. 0.00% Add +22.4% 24,548 $241K
Focus Partners Wealth 0.00% Reduce -81.4% 23,935 $235K
Ameritas Investment Partners, Inc. 0.01% Add +12.0% 23,602 $232K
Sequoia Financial Advisors, LLC 0.00% Reduce -0.7% 23,234 $228K
Fulcrum Asset Management LLP 0.02% New 22,678 $227K
Inscription Capital, LLC 0.02% No change 22,039 $216K
Ethic Inc. 0.00% New 21,799 $214K
iSAM Funds (UK) Ltd 0.15% Add +88.4% 21,100 $207K
Cornerstone Investment Partners, LLC 0.01% New 20,916 $205K
Natixis Advisors, LLC 0.00% Reduce -7.3% 20,489 $201K
Signaturefd, LLC 0.00% Add +6.9% 20,126 $198K
Pathstone Holdings, LLC 0.00% Add +2.6% 20,003 $196K
Bridgefront Capital, LLC 0.05% New 19,293 $189K
GAMMA Investing LLC 0.01% Reduce -0.2% 18,482 $181K
Savant Capital, LLC 0.00% Reduce -3.5% 17,771 $175K
WPWealth LLP 0.03% New 17,425 $171K
Harbor Capital Advisors, Inc. 0.01% Reduce -1.8% 17,225 $169K
Scotia Capital Inc. 0.00% New 16,006 $157K
Centiva Capital, LP 0.01% Reduce -39.0% 15,641 $154K
Segment Wealth Management, LLC 0.01% No change 15,255 $150K
Swiss Life Asset Management Ltd 0.00% Add +10.9% 15,098 $148K
CIBC Bancorp USA Inc. 0.00% Add +11.4% 14,614 $144K
Susquehanna Fundamental Investments, LLC 0.00% New 14,425 $142K
DNB Asset Management AS 0.00% No change 13,432 $132K
Equitable Trust Co. 0.01% No change 13,366 $131K
Campbell & CO Investment Adviser LLC 0.01% New 13,222 $130K
Sage Rhino Capital LLC 0.02% Reduce -3.2% 13,158 $129K
Meeder Asset Management Inc. 0.01% No change 12,875 $126K
Jones Financial Companies LLLP 0.00% Reduce -71.9% 12,448 $126K
Ares Systematic Credit Ltd 0.25% New 12,679 $125K
Vise Technologies, Inc. 0.00% Add +23.7% 12,609 $124K
Chicago Partners Investment Group LLC 0.00% Reduce -48.0% 10,869 $124K
State of Wyoming 0.01% New 12,575 $123K
PEAK6 LLC 0.00% New 11,915 $117K
Profund Advisors LLC 0.00% Reduce -13.7% 11,760 $115K
Stifel Financial Corp. 0.00% Add +4.0% 11,756 $115K
Sprott Inc. 0.00% No change 11,250 $110K
Independent Financial Group, LLC 0.00% Add +9.8% 11,200 $110K
Wolverine Asset Management LLC 0.01% No change 11,107 $109K
Blueshift Asset Management, LLC 0.03% New 11,056 $109K
Captrust Financial Advisors 0.00% New 10,784 $106K
Integrated Wealth Concepts LLC 0.00% Reduce -13.7% 10,593 $104K
KBC Group NV 0.00% No change 10,359 $102K
Public Employees Retirement System of Ohio 0.00% Reduce -9.6% 10,312 $101K
Merit Financial Group, LLC 0.00% New 10,282 $101K
Cura Wealth Advisors, LLC 0.04% No change 10,142 $100K
Hantz Financial Services, Inc. 0.00% Add +26.4% 9,580 $94K
Arax Advisory Partners 0.00% Add +236.2% 9,122 $90K
Osaic Holdings, Inc. 0.00% Add +38.1% 7,839 $77K
Kemnay Advisory Services Inc. 0.01% Add +299.9% 7,363 $72K
Allworth Financial LP 0.00% Add +31.3% 6,770 $66K
Pinnacle Wealth Planning Services, Inc. 0.01% Add +4.4% 5,316 $52K
Covestor Ltd 0.03% Reduce -3.9% 5,319 $52K
Versant Capital Management, Inc 0.00% Add +14.4% 5,293 $52K
Centennial Bank 0.01% New 3,812 $37K
Nisa Investment Advisors, LLC 0.00% Add +0.8% 3,617 $36K
US Bancorp \de 0.00% Add +0.5% 3,513 $34K
Salomon & Ludwin, LLC 0.00% No change 2,591 $25K
Optiver Holding B.V. 0.00% New 2,471 $24K
DV Trading LLC 0.00% New 2,236 $22K
Founders Capital Management 0.01% No change 2,000 $20K
Hussman Strategic Advisors, Inc. 0.00% No change 1,906 $19K
Parallel Advisors, LLC 0.00% Add +2.8% 1,811 $18K
Farther Finance Advisors, LLC 0.00% Add +16.2% 1,789 $18K
Harbour Investments, Inc. 0.00% No change 1,734 $17K
Aster Capital Management (DIFC) Ltd 0.00% New 1,692 $17K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -1.5% 1,670 $16K
UMB Bank, n.a. 0.00% No change 1,593 $16K
True Wealth Design, LLC 0.00% No change 1,503 $15K
Assetmark, Inc. 0.00% Add +7.3% 1,431 $14K
EverSource Wealth Advisors, LLC 0.00% Add +14.6% 1,412 $14K
Bessemer Group Inc. 0.00% Reduce -36.7% 1,179 $12K
Physician Wealth Advisors, Inc. 0.00% Add +4.1% 1,133 $11K
IFP Advisors, Inc 0.00% Add +166.5% 1,066 $10K
Los Angeles Capital Management LLC 0.00% No change 1,062 $10K
Kilter Group LLC 0.00% Add +11.4% 1,042 $10K
Spire Wealth Management 0.00% New 999 $10K
Parkside Financial Bank & Trust 0.00% No change 984 $10K
Nomura Asset Management Co. Ltd. 0.00% Reduce -77.4% 900 $9K
SBI Securities Co., Ltd. 0.00% Reduce -65.4% 893 $9K
Bare Financial Services, Inc 0.00% Add +189.6% 811 $8K
Huntington National Bank 0.00% No change 732 $7K
Prestige Wealth Management Group LLC 0.00% No change 684 $7K
Smartleaf Asset Management LLC 0.00% No change 622 $6K
Global Retirement Partners, LLC 0.00% — 602 $6K
Cornerstone Financial Management LLC 0.00% No change 602 $6K
First Horizon Corp. 0.00% Reduce -12.8% 552 $5K
Essential Partners LLC 0.00% No change 532 $5K
Atlantic Union Bankshares Corp 0.00% Add +0.9% 530 $5K
Private Wealth Management Group, LLC 0.00% Add +26.8% 526 $5K
Rothschild Investment LLC 0.00% Add +6.3% 492 $5K
Private Wealth Asset Management, LLC 0.00% No change 476 $5K
Valued Wealth Advisors LLC 0.00% Reduce -57.6% 394 $4K
Larson Financial Group LLC 0.00% Add +52.0% 383 $4K
Bayforest Capital Ltd 0.00% New 368 $4K
CoreCap Advisors, LLC 0.00% Add +19.0% 345 $3K
Fiduciary Financial Advisors 0.00% New 318 $3K
Nemes Rush Group LLC 0.00% New 309 $3K
Avion Wealth 0.00% No change 396 $3K
Keating Financial Advisory Services, Inc. 0.00% Reduce -1.4% 280 $3K
Fortitude Family Office, LLC 0.00% Add +7.8% 262 $3K
NFSG Corp 0.00% Reduce -95.9% 260 $3K
Rockefeller Capital Management L.P. 0.00% Reduce -43.5% 218 $2K
Blue Trust, Inc. 0.00% No change 215 $2K
Bogart Wealth, LLC 0.00% New 198 $2K
Basecamp Wealth Advisors LLC 0.00% Add +266.7% 187 $2K
Corsicana & Co. 0.00% No change 180 $2K
JFS Wealth Advisors, LLC 0.00% Add +232.6% 143 $1K
Cedar Mountain Advisors, LLC 0.00% No change 143 $1K
Farmers & Merchants Investments Inc. 0.00% No change 124 $1K
Owl Creek Wealth Partners LLC 0.00% No change 114 $1K
Quarry LP 0.00% Add +11.3% 108 $1K
CVA Family Office, LLC 0.00% Reduce -27.4% 98 $962
Rialto Wealth Management, LLC 0.00% Add +2200.0% 92 $904
Bell Investment Advisors, Inc 0.00% No change 64 $629
Creative Capital Management Investments LLC 0.00% New 62 $609
Silver Grove Financial Group, Inc. 0.00% New 57 $560
SWAN Capital LLC 0.00% New 50 $496
Federation des caisses Desjardins du Quebec 0.00% No change 50 $491
Plante Moran Financial Advisors, LLC 0.00% New 43 $422
Gilpin Wealth Management, LLC 0.00% Add +15.6% 37 $364
Clearstead Advisors, LLC 0.00% New 37 $364
HFM Investment Advisors, LLC 0.00% Add +400.0% 20 $197
Financial Consulate, Inc. 0.00% No change 20 $197
Ankerstar Wealth, LLC 0.00% No change 20 $196
Transamerica Financial Advisors, LLC 0.00% No change 17 $166
Stone House Investment Management, LLC 0.00% New 14 $137
Bay Harbor Wealth Management, LLC 0.00% Add +40.0% 14 $137
Davis Capital Management 0.00% New 13 $128
DiNuzzo Private Wealth, Inc. 0.00% Add +44.4% 13 $128
Strategic Wealth Partners, Ltd. 0.00% No change 10 $100
LRI Investments, LLC 0.00% Reduce -97.4% 10 $98
Community Financial Services Group, LLC 0.00% No change 8 $76
DecisionPoint Financial, LLC 0.00% New 6 $57
Dunhill Financial, LLC 0.00% No change 3 $35
Hughes Financial Services, LLC 0.00% No change 3 $29
Maryland Capital Advisors Inc. 0.00% — 2 $20
Raffa Wealth Management, LLC 0.00% No change 1 $10
SJS Investment Consulting Inc. 0.00% Reduce -90.9% 1 $10
Contravisory Investment Management, Inc. 0.00% No change 1 $7
Capital Advisors, Ltd. LLC 0.00% No change 28 $0
Evolution Advisers, Inc. 0.00% New 18 $0
Navigoe, LLC 0.00% New 2 $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.