Clearwater Analytics HDS-ACWAN
13F holders, Q2 2025 (June 30)398holders +28
76new positions
48sold out
10famous investors
$21.93avg. 13F price*
At the end of Q2 2025, 398 institutions reported holding Clearwater Analytics HDS-A (CWAN) in their 13F filings, up 28 from Q1 2025. 76 opened new positions and 48 sold out. The largest holders were Vanguard Group Inc. ($598.5M), BlackRock, Inc. ($497.3M) and Kayne Anderson Rudnick Investment Management LLC ($214.2M). 10 famous investors held it, including Ron Baron (0.4% of Baron Capital (BAMCO)'s portfolio), Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.1% of Citadel Advisors's portfolio).
- Company
- Clearwater Analytics HDS-A
- CUSIP
- 185123106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 76 | $456.9M |
| Exits | 48 | $344.0M |
All 13F filers, Q1 2025 → Q2 2025: 73,826,830 shares bought and 28,653,458 shares sold, net +45,173,372 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 398 holders
| Vanguard Group Inc. | 0.01% | Add +17.4% | 27,293,551 | $598.5M |
| BlackRock, Inc. | 0.01% | Add +31.6% | 22,676,539 | $497.3M |
| Kayne Anderson Rudnick Investment Management LLC | 0.51% | Reduce -2.8% | 9,766,137 | $214.2M |
| Wasatch Advisors LP | 1.10% | Add +3.0% | 9,567,391 | $209.8M |
| William Blair Investment Management, LLC | 0.51% | Reduce -0.3% | 8,812,876 | $193.3M |
| Wellington Management Group LLP | 0.03% | Add +32.9% | 8,524,751 | $186.9M |
| Conestoga Capital Advisors, LLC | 2.17% | Reduce -0.5% | 6,690,647 | $146.7M |
| Citadel Advisors | 0.13% | Add +250.8% | 6,507,434 | $142.7M |
| Baron Capital (BAMCO) | 0.36% | Add +12.3% | 6,094,715 | $133.7M |
| Alliancebernstein L.P. | 0.04% | Reduce -7.2% | 6,022,250 | $132.1M |
| JPMorgan Chase & Co. | 0.01% | Add +6.6% | 5,774,285 | $126.6M |
| Geode Capital Management, LLC | 0.01% | Add +22.7% | 5,737,241 | $125.8M |
| State Street Corp. | 0.00% | Add +22.4% | 5,493,736 | $120.5M |
| Macquarie Group Ltd. | 0.14% | Add +3.3% | 5,357,040 | $117.5M |
| Norges Bank | 0.01% | Add +53.1% | 4,856,526 | $106.5M |
| Millennium Management | 0.09% | Add +219.8% | 4,551,596 | $99.8M |
| Hood River Capital Management LLC | 1.38% | New | 4,519,134 | $99.1M |
| Invesco Ltd. | 0.02% | Reduce -22.5% | 4,422,668 | $97.0M |
| Morgan Stanley | 0.01% | Add +2.8% | 4,285,391 | $94.0M |
| Blackstone Inc. | 0.40% | Add +6.1% | 4,067,360 | $89.2M |
| Blair William & Co. | 0.24% | Add +53.4% | 3,888,661 | $85.3M |
| Capital World Investors | 0.01% | Add +6.6% | 3,601,345 | $79.0M |
| Brown Capital Management LLC | 2.04% | Add +54.4% | 3,199,696 | $70.2M |
| Janus Henderson Group PLC | 0.03% | Add +58.0% | 3,152,867 | $69.1M |
| Goldman Sachs Group Inc. | 0.01% | Add +75.8% | 3,127,544 | $68.6M |
| Ameriprise Financial Inc. | 0.02% | Add +50.5% | 3,073,047 | $67.4M |
| Manning & Napier Advisors LLC | 0.80% | New | 3,049,956 | $66.9M |
| T. Rowe Price Associates Inc. | 0.01% | Add +285.3% | 2,670,899 | $58.6M |
| Loomis Sayles & Co. L P | 0.07% | Reduce -15.5% | 2,645,199 | $58.0M |
| Northern Trust Corp. | 0.01% | Add +21.6% | 2,522,497 | $55.3M |
| Raymond James Financial Inc. | 0.02% | Add +21.3% | 2,400,554 | $52.6M |
| Fuller & Thaler Asset Management, Inc. | 0.19% | Add +10.5% | 2,336,475 | $51.2M |
| Stephens Investment Management Group LLC | 0.66% | Add +32.9% | 2,286,507 | $50.1M |
| Bank of America Corp. | 0.00% | Add +98.6% | 2,273,191 | $49.9M |
| Allspring Global Investments Holdings, LLC | 0.08% | Add +33.7% | 2,268,047 | $49.6M |
| Nuveen, LLC | 0.01% | Add +5.5% | 2,121,865 | $46.5M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +18.9% | 2,013,508 | $44.2M |
| Sei Investments Co. | 0.05% | Add +50.7% | 1,785,012 | $39.1M |
| Artisan Partners Limited Partnership | 0.06% | Reduce -35.4% | 1,771,463 | $38.8M |
| Fred Alger Management, LLC | 0.17% | Add +2.3% | 1,715,883 | $37.4M |
| Brown Advisory Inc. | 0.05% | Add +16.7% | 1,642,492 | $36.0M |
| New York State Common Retirement Fund | 0.05% | Add +20.0% | 1,639,265 | $35.9M |
| Riverbridge Partners LLC | 0.57% | New | 1,610,240 | $35.3M |
| Bank of New York Mellon Corp | 0.01% | Add +41.0% | 1,450,149 | $31.8M |
| Tudor Investment Corporation | 0.24% | Add +261.3% | 1,448,389 | $31.8M |
| Zevenbergen Capital Investments LLC | 0.58% | Add +50.3% | 1,366,580 | $30.0M |
| HHLR Advisors, LTD. | 0.96% | New | 1,365,971 | $30.0M |
| TimesSquare Capital Management, LLC | 0.43% | Add +23.4% | 1,360,316 | $29.8M |
| Tensile Capital Management LP | 3.59% | New | 1,357,990 | $29.8M |
| Principal Financial Group Inc. | 0.02% | Reduce -2.2% | 1,345,332 | $29.5M |
| Squarepoint Ops LLC | 0.06% | Add +128.5% | 1,264,589 | $27.7M |
| Wells Fargo & Company | 0.01% | Add +6.9% | 1,240,963 | $27.2M |
| UBS Group AG | 0.01% | Add +205.0% | 1,230,519 | $27.0M |
| Silvercrest Asset Management Group LLC | 0.18% | Add +32.1% | 1,220,806 | $26.8M |
| Lead Edge Capital Management, LLC | 6.84% | New | 1,126,900 | $24.7M |
| Emerald Advisers, LLC | 0.86% | Add +115.3% | 1,072,307 | $23.5M |
| Susquehanna International Group, LLP | 0.04% | Reduce -13.2% | 1,043,192 | $22.9M |
| Qube Research & Technologies Ltd | 0.03% | Add +31.9% | 1,041,394 | $22.8M |
| Jain Global LLC | 0.37% | Add +192.7% | 1,039,024 | $22.8M |
| Franklin Resources Inc. | 0.01% | Reduce -52.7% | 1,023,237 | $22.4M |
| Allianz Asset Management GmbH | 0.03% | Add +61.9% | 1,020,427 | $22.4M |
| Clearbridge Investments, LLC | 0.02% | Reduce -0.8% | 1,007,373 | $22.1M |
| Burkehill Global Management, LP | 1.63% | Add +235.2% | 1,005,548 | $22.1M |
| Jupiter Asset Management Ltd. | 0.18% | New | 988,538 | $21.7M |
| Warburg Pincus LLC | 1.82% | New | 977,455 | $21.4M |
| FMR LLC | 0.00% | Add +21.9% | 953,282 | $20.9M |
| FIL Ltd | 0.02% | New | 953,132 | $20.9M |
| Ashford Capital Management Inc. | 2.36% | Add +63.9% | 915,444 | $20.1M |
| Royal Bank of Canada | 0.00% | Add +82.7% | 898,281 | $19.7M |
| BNP Paribas Financial Markets | 0.01% | Add +93.4% | 863,079 | $18.9M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Reduce -29.5% | 833,353 | $18.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +65.8% | 761,529 | $16.7M |
| Jump Financial, LLC | 0.21% | Add +155.9% | 753,120 | $16.5M |
| Norwood Investment Partners, LP | 11.53% | New | 702,100 | $15.4M |
| Shannon River Fund Management LLC | 2.25% | Reduce -51.2% | 667,281 | $14.6M |
| Seven Grand Managers, LLC | 1.75% | Add +567.1% | 667,103 | $14.6M |
| Deutsche Bank AG | 0.01% | Add +170.0% | 663,042 | $14.5M |
| Barclays PLC | 0.01% | Add +76.3% | 655,271 | $14.4M |
| Comerica Bank | 0.06% | Reduce -0.1% | 651,788 | $14.3M |
| Congress Asset Management Co. | 0.10% | Add +36.6% | 636,610 | $14.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +66.2% | 608,445 | $13.3M |
| Victory Capital Management Inc. | 0.01% | Add +333.3% | 594,014 | $13.0M |
| Jane Street Group, LLC | 0.02% | New | 590,694 | $13.0M |
| Sea Cliff Partners Management, LP | 4.41% | New | 590,203 | $12.9M |
| Emerald Mutual Fund Advisers Trust | 0.77% | Add +112.8% | 579,602 | $12.7M |
| Palisade Capital Management, LP | 0.39% | Add +12.5% | 555,604 | $12.2M |
| Scalar Gauge Management, LLC | 6.57% | Reduce -21.0% | 524,244 | $11.5M |
| Capital Fund Management S.A. | 0.13% | Add +169.2% | 518,578 | $11.4M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.02% | Reduce -25.9% | 513,900 | $11.3M |
| Neuberger Berman Group LLC | 0.01% | Add +2.5% | 477,685 | $10.5M |
| Swiss National Bank | 0.01% | Add +8.2% | 447,996 | $9.8M |
| Grandeur Peak Global Advisors, LLC | 1.15% | Add +11.6% | 433,817 | $9.5M |
| Kornitzer Capital Management Inc. | 0.19% | Add +6.6% | 427,950 | $9.4M |
| Moody Aldrich Partners LLC | 1.74% | Add +8.6% | 410,952 | $9.0M |
| Algert Global LLC | 0.19% | Reduce -18.1% | 408,267 | $9.0M |
| Osterweis Capital Management Inc. | 0.55% | Add +19.8% | 402,600 | $8.8M |
| LMR Partners LLP | 0.20% | Add +122.2% | 400,000 | $8.8M |
| Segall Bryant & Hamill, LLC | 0.12% | Add +20.4% | 384,634 | $8.4M |
| Balyasny Asset Management L.P. | 0.02% | Add +9.1% | 374,160 | $8.2M |
| Peregrine Capital Management LLC | 0.24% | New | 365,990 | $8.0M |
| Rhumbline Advisers | 0.01% | Add +39.6% | 361,861 | $7.9M |
| Curi Capital, LLC | 0.15% | Add +5.4% | 355,244 | $7.8M |
| Legal & General Group Plc | 0.00% | Add +12.1% | 344,954 | $7.6M |
| Summit Creek Advisors LLC | 1.01% | Reduce -4.1% | 330,633 | $7.3M |
| Next Century Growth Investors LLC | 0.55% | Reduce -38.2% | 325,680 | $7.1M |
| Dimensional Fund Advisors LP | 0.00% | Add +487.7% | 294,305 | $6.5M |
| Pier Capital, LLC | 0.97% | Reduce -4.8% | 288,865 | $6.3M |
| Renaissance Group LLC | 0.25% | New | 288,858 | $6.3M |
| Canada Pension Plan Investment Board | 0.01% | Add +6569.8% | 286,800 | $6.3M |
| Aquatic Capital Management LLC | 0.12% | Add +26.7% | 272,153 | $6.0M |
| Great Lakes Advisors, LLC | 0.05% | Reduce -9.6% | 268,931 | $5.9M |
| Granite Investment Partners, LLC | 0.28% | Add +86.7% | 263,860 | $5.8M |
| Voya Investment Management LLC | 0.01% | Add +4.5% | 258,354 | $5.7M |
| Citigroup Inc. | 0.00% | Add +33.0% | 248,990 | $5.5M |
| FTV Management Company, L.P. | 100.00% | New | 246,742 | $5.4M |
| California State Teachers Retirement System | 0.01% | Add +17.8% | 230,922 | $5.1M |
| HSBC Holdings PLC | 0.00% | Add +99.9% | 229,226 | $5.0M |
| J. Goldman & Co LP | 0.16% | Reduce -10.8% | 227,446 | $5.0M |
| Quantbot Technologies LP | 0.12% | Add +20.7% | 219,449 | $4.8M |
| Verition Fund Management LLC | 0.03% | Add +2.5% | 216,871 | $4.8M |
| D. E. Shaw & Co. | 0.00% | Reduce -84.7% | 207,991 | $4.6M |
| Sone Capital Management, LLC | 0.42% | New | 205,140 | $4.5M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Reduce -47.1% | 196,634 | $4.3M |
| Hillsdale Investment Management Inc. | 0.15% | Add +28.0% | 190,950 | $4.2M |
| AQR Capital Management | 0.00% | Add +42.7% | 189,554 | $4.2M |
| Thornburg Investment Management Inc. | 0.05% | Reduce -8.6% | 186,874 | $4.1M |
| Bullseye Asset Management LLC | 2.02% | Add +62.1% | 185,063 | $4.1M |
| Y-Intercept (Hong Kong) Ltd | 0.10% | New | 183,536 | $4.0M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -21.5% | 183,277 | $4.0M |
| Axiom Investors LLC | 0.03% | Reduce -63.4% | 177,255 | $3.9M |
| Gotham Asset Management | 0.02% | Add +218.4% | 172,063 | $3.8M |
| PDT Partners, LLC | 0.21% | Add +26.6% | 167,119 | $3.7M |
| First Trust Advisors LP | 0.00% | Reduce -28.4% | 165,885 | $3.6M |
| Intech Investment Management LLC | 0.03% | Add +46.4% | 157,281 | $3.4M |
| Baird Financial Group, Inc. | 0.01% | Reduce -21.2% | 153,649 | $3.4M |
| Royce & Associates LP | 0.03% | Add +21.4% | 153,037 | $3.4M |
| MetLife Investment Management, LLC | 0.02% | Add +35.2% | 147,373 | $3.2M |
| Oppenheimer Asset Management Inc. | 0.04% | Add +42.6% | 141,522 | $3.1M |
| Two Sigma Investments, LP | 0.01% | Reduce -56.6% | 140,540 | $3.1M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +26.2% | 139,473 | $3.1M |
| Regions Financial Corp. | 0.02% | Add +1.7% | 135,715 | $3.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +21.5% | 135,304 | $3.0M |
| LPL Financial LLC | 0.00% | Add +16.2% | 133,879 | $2.9M |
| Teacher Retirement System of Texas | 0.01% | Add +25.5% | 132,816 | $2.9M |
| Divisadero Street Capital Management, LP | 0.18% | New | 125,000 | $2.7M |
| Soros Fund Management | 0.07% | New | 125,000 | $2.7M |
| Robeco Institutional Asset Management B.V. | 0.00% | No change | 124,889 | $2.7M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -6.1% | 121,053 | $2.7M |
| CW Advisors, LLC | 0.03% | Add +9.4% | 119,869 | $2.6M |
| Pathstone Holdings, LLC | 0.01% | Reduce -13.7% | 115,597 | $2.5M |
| Callan Family Office, LLC | 0.08% | Add +1122.4% | 114,676 | $2.5M |
| Nellore Capital Management LLC | 0.28% | New | 114,517 | $2.5M |
| Stifel Financial Corp. | 0.00% | Add +8.3% | 114,250 | $2.5M |
| Evolutionary Tree Capital Management, LLC | 2.59% | Add +31.7% | 111,304 | $2.4M |
| Cinctive Capital Management LP | 0.14% | Add +97.1% | 110,453 | $2.4M |
| Graham Capital Management, L.P. | 0.07% | Add +64.1% | 108,097 | $2.4M |
| Nicholas Investment Partners, LP | 0.24% | Add +137.3% | 107,812 | $2.4M |
| Scholtz & Company, LLC | 1.00% | New | 103,936 | $2.3M |
| Los Angeles Capital Management LLC | 0.01% | Add +179.9% | 101,730 | $2.2M |
| Man Group plc | 0.00% | Reduce -78.0% | 101,310 | $2.2M |
| EFG Asset Management (North America) Corp. | 0.30% | Add +64.8% | 98,188 | $2.2M |
| Oak Ridge Investments LLC | 0.15% | Reduce -5.0% | 96,864 | $2.1M |
| Mairs & Power Inc. | 0.02% | Add +0.1% | 94,140 | $2.1M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +12.1% | 84,916 | $1.9M |
| Glenmede Investment Management, LP | 0.01% | — | 84,778 | $1.9M |
| Point72 Asset Management | 0.00% | Reduce -23.6% | 83,832 | $1.8M |
| T. Rowe Price Investment Management, Inc. | 0.00% | New | 80,047 | $1.8M |
| Cubist Systematic Strategies, LLC | 0.02% | Reduce -90.8% | 80,011 | $1.8M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Add +22.6% | 76,228 | $1.7M |
| Advantage Alpha Capital Partners LP | 0.45% | New | 76,173 | $1.7M |
| Barbara Oil Co. | 0.62% | Add +91.8% | 72,370 | $1.6M |
| Select Asset Management & Trust | 0.54% | No change | 71,299 | $1.6M |
| Brevan Howard Capital Management LP | 0.02% | New | 70,164 | $1.5M |
| Formula Growth Ltd. | 0.58% | New | 70,000 | $1.5M |
| Arizona State Retirement System | 0.01% | Add +11.6% | 68,429 | $1.5M |
| Polar Asset Management Partners Inc. | 0.05% | New | 67,700 | $1.5M |
| Jefferies Financial Group Inc. | 0.03% | Reduce -76.5% | 67,340 | $1.5M |
| Walleye Capital LLC | 0.02% | Add +98.2% | 66,867 | $1.5M |
| STRS Ohio | 0.01% | Add +30.7% | 66,800 | $1.5M |
| Vestmark Advisory Solutions, Inc. | 0.02% | Reduce -53.5% | 65,773 | $1.4M |
| Cim, LLC | 0.19% | Add +8.0% | 65,627 | $1.4M |
| Dynamic Technology Lab Private Ltd | 0.20% | Add +59.2% | 65,510 | $1.4M |
| Natixis Advisors, LLC | 0.00% | Reduce -31.9% | 60,505 | $1.3M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -20.4% | 60,150 | $1.3M |
| NewEdge Wealth, LLC | 0.02% | Reduce -3.4% | 69,967 | $1.3M |
| Holocene Advisors, LP | 0.00% | New | 58,397 | $1.3M |
| FORA Capital, LLC | 0.14% | New | 58,022 | $1.3M |
| B. Metzler seel. Sohn & Co. AG | 0.01% | No change | 57,736 | $1.3M |
| DiNuzzo Private Wealth, Inc. | 0.15% | New | 57,000 | $1.3M |
| Handelsbanken Fonder AB | 0.00% | Add +50.3% | 56,500 | $1.2M |
| Elo Mutual Pension Insurance Co | 0.03% | Add +74.4% | 56,125 | $1.2M |
| Zions Bancorporation, National Association | 0.07% | Add +7.5% | 55,678 | $1.2M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +36.6% | 55,616 | $1.2M |
| &partners | 0.01% | Add +5.6% | 55,146 | $1.2M |
| Engineers Gate Manager LP | 0.01% | Reduce -83.0% | 53,444 | $1.2M |
| Sterling Capital Management LLC | 0.02% | Add +0.8% | 53,218 | $1.2M |
| Azzad Asset Management Inc. | 0.12% | Add +64.2% | 52,012 | $1.1M |
| ProShare Advisors LLC | 0.00% | Add +24.9% | 50,574 | $1.1M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -12.7% | 49,325 | $1.1M |
| KLP Kapitalforvaltning As | 0.00% | Add +18.1% | 48,776 | $1.1M |
| Dark Forest Capital Management LP | 0.04% | Add +2.2% | 48,258 | $1.1M |
| Cetera Investment Advisers | 0.00% | Add +201.4% | 46,484 | $1.0M |
| Atria Investments, Inc | 0.01% | Add +22.0% | 46,407 | $1.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +20.6% | 45,910 | $1.0M |
| Aaron Wealth Advisors LLC | 0.10% | New | 44,688 | $980K |
| FourThought Financial Partners, LLC | 0.09% | Add +14.3% | 43,684 | $958K |
| XTX Topco Ltd | 0.04% | Reduce -56.0% | 43,131 | $946K |
| Aviso Financial Inc. | 0.04% | New | 41,681 | $914K |
| Diversify Wealth Management, LLC | 0.06% | Add +103.9% | 47,143 | $893K |
| Pictet Asset Management Holding SA | 0.00% | Add +3.2% | 40,333 | $885K |
| Scientech Research LLC | 0.22% | New | 40,292 | $884K |
| Prudential Financial Inc. | 0.00% | Add +120.9% | 31,522 | $832K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | Reduce -7.8% | 37,914 | $831K |
| Resona Asset Management Co.,Ltd. | 0.00% | No change | 36,028 | $790K |
| Bayesian Capital Management, LP | 0.12% | Reduce -41.3% | 35,700 | $783K |
| Federated Hermes, Inc. | 0.00% | Reduce -86.8% | 35,611 | $781K |
| Jennison Associates LLC | 0.00% | New | 34,261 | $751K |
| Huntleigh Advisors, Inc. | 0.14% | Add +5.8% | 34,062 | $747K |
| Hudson Bay Capital Management LP | 0.01% | New | 33,936 | $744K |
| Malaga Cove Capital, LLC | 0.29% | Add +37.2% | 33,808 | $741K |
| Future Fund LLC | 0.33% | New | 33,363 | $732K |
| One Capital Management, LLC | 0.03% | New | 33,363 | $732K |
| Captrust Financial Advisors | 0.00% | Add +35.0% | 32,120 | $704K |
| Versor Investments LP | 0.12% | Add +107.0% | 32,077 | $703K |
| OP Asset Management Ltd | 0.01% | Add +25.8% | 31,065 | $681K |
| Capula Management Ltd | 0.01% | New | 30,642 | $672K |
| Cibc World Markets Corp. | 0.00% | Reduce -26.7% | 30,415 | $667K |
| ExodusPoint Capital Management, LP | 0.01% | Reduce -90.1% | 30,064 | $659K |
| Diametric Capital, LP | 0.35% | New | 30,000 | $658K |
| Corient Private Wealth LP | 0.00% | Reduce -43.5% | 29,540 | $648K |
| Alliance Wealth Advisors, LLC | 0.15% | Add +29.7% | 29,083 | $638K |
| State Board of Administration of Florida Retirement System | 0.00% | Add +21.2% | 28,826 | $632K |
| Park Avenue Securities LLC | 0.01% | Add +44.4% | 27,875 | $611K |
| Catalyst Funds Management Pty Ltd | 0.17% | Reduce -41.7% | 27,280 | $598K |
| Premier Fund Managers Ltd | 0.02% | Add +13.9% | 26,875 | $591K |
| US Bancorp \de | 0.00% | Add +38.7% | 25,457 | $558K |
| Blueshift Asset Management, LLC | 0.17% | New | 25,331 | $556K |
| State of Wyoming | 0.07% | Reduce -39.1% | 25,260 | $554K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +33.2% | 25,203 | $553K |
| CenterBook Partners LP | 0.03% | Reduce -83.8% | 24,564 | $539K |
| Inceptionr LLC | 0.12% | New | 24,369 | $534K |
| CHICAGO TRUST Co NA | 0.08% | Add +79.3% | 24,155 | $530K |
| Freestone Grove Partners LP | 0.00% | New | 24,046 | $527K |
| Nebula Research & Development LLC | 0.04% | Reduce -68.9% | 23,684 | $519K |
| Oppenheimer & Co. Inc. | 0.01% | Add +20.7% | 23,582 | $517K |
| DC Investments Management, LLC | 0.21% | New | 22,672 | $497K |
| Driehaus Capital Management LLC | 0.00% | Reduce -99.2% | 22,648 | $497K |
| Quadrature Capital Ltd | 0.01% | Reduce -64.4% | 22,633 | $496K |
| State of Wisconsin Investment Board | 0.00% | Add +0.7% | 22,161 | $486K |
| Creative Planning | 0.00% | Reduce -53.1% | 21,910 | $480K |
| Diversify Advisory Services, LLC | 0.02% | New | 24,547 | $465K |
| MML Investors Services, LLC | 0.00% | Add +99.6% | 21,078 | $462K |
| Aviva PLC | 0.00% | Reduce -4.1% | 20,754 | $455K |
| PNC Financial Services Group, Inc. | 0.00% | Add +66.9% | 20,596 | $452K |
| SG Americas Securities, LLC | 0.00% | Add +181.3% | 20,443 | $448K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -0.8% | 20,259 | $444K |
| Fieldview Capital Management, LLC | 0.07% | Add +1.5% | 20,021 | $439K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +149.4% | 20,003 | $439K |
| Erste Asset Management GmbH | 0.00% | New | 19,528 | $437K |
| Woodline Partners LP | 0.00% | Reduce -0.9% | 19,892 | $436K |
| Lazard Asset Management LLC | 0.00% | Add +13.3% | 19,913 | $435K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +144.3% | 19,399 | $425K |
| Xponance LLC | 0.00% | Add +36.5% | 19,233 | $422K |
| Dunhill Financial, LLC | 0.12% | No change | 19,000 | $417K |
| Keebeck Wealth Management | 0.05% | New | 18,589 | $408K |
| Truist Financial Corp. | 0.00% | Add +0.4% | 18,018 | $395K |
| Keybank National Association | 0.00% | Add +32.9% | 17,588 | $386K |
| Henshaw Capital LLC | 0.01% | Add +27.3% | 17,103 | $375K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -0.1% | 16,571 | $363K |
| Impact Capital Partners LLC | 0.12% | Reduce -1.0% | 16,407 | $360K |
| Fifth Third Bancorp | 0.00% | Reduce -9.4% | 16,294 | $357K |
| Avantax Advisory Services, Inc. | 0.00% | New | 15,913 | $349K |
| Eisler Capital Management Ltd. | 0.01% | New | 15,552 | $341K |
| Yorktown Management & Research Co Inc | 0.32% | No change | 15,250 | $334K |
| Papamarkou Wellner Asset Management inc. | 0.22% | No change | 15,240 | $334K |
| Curated Wealth Partners LLC | 0.04% | Add +0.6% | 15,183 | $333K |
| HM Payson & Co. | 0.01% | No change | 15,100 | $331K |
| Fortress Investment Group LLC | 0.05% | Reduce -68.7% | 15,000 | $329K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 14,977 | $328K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +1.7% | 14,928 | $327K |
| Renaissance Technologies | 0.00% | Reduce -98.9% | 14,899 | $327K |
| Quantum Private Wealth, LLC | 0.11% | No change | 14,842 | $325K |
| Magnetar Financial LLC | 0.00% | Add +10.4% | 14,819 | $325K |
| Wesbanco Bank Inc. | 0.01% | No change | 14,703 | $322K |
| Corton Capital Inc. | 0.38% | New | 14,695 | $322K |
| Legato Capital Management LLC | 0.04% | Reduce -43.9% | 14,162 | $311K |
| Rockefeller Capital Management L.P. | 0.00% | New | 14,155 | $310K |
| Axq Capital, LP | 0.10% | New | 13,963 | $306K |
| Fca Corp. | 0.09% | Add +5.3% | 13,768 | $302K |
| American Century Companies Inc. | 0.00% | Reduce -80.2% | 13,724 | $301K |
| M&T Bank Corp | 0.00% | Add +51.8% | 13,164 | $289K |
| Schroder Investment Management Group | 0.00% | Reduce -46.7% | 13,011 | $285K |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.02% | New | 12,932 | $284K |
| Connable Office Inc. | 0.03% | Add +61.8% | 12,852 | $282K |
| Norden Group LLC | 0.03% | Add +43.8% | 12,474 | $274K |
| World Investment Advisors | 0.01% | New | 12,398 | $272K |
| Kestra Advisory Services, LLC | 0.00% | New | 12,394 | $272K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -1.8% | 12,121 | $266K |
| Prelude Capital Management, LLC | 0.03% | Add +47.5% | 12,017 | $264K |
| Walleye Trading LLC | 0.01% | Add +167.1% | 11,994 | $263K |
| Dakota Wealth Management | 0.01% | New | 11,882 | $261K |
| Polen Capital Management LLC | 0.00% | Reduce -90.6% | 11,785 | $258K |
| Mackenzie Financial Corp. | 0.00% | Add +12.4% | 11,723 | $257K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -2.2% | 11,450 | $254K |
| Argent Trust Co | 0.01% | Add +1.9% | 11,161 | $245K |
| Capstone Investment Advisors, LLC | 0.00% | New | 11,000 | $241K |
| IHT Wealth Management, LLC | 0.01% | Reduce -0.1% | 10,971 | $241K |
| Stephens Inc. | 0.00% | New | 10,921 | $239K |
| Quantinno Capital Management LP | 0.00% | New | 10,810 | $237K |
| D.A. Davidson & Co. | 0.00% | No change | 10,545 | $231K |
| Hardy Reed LLC | 0.02% | New | 10,464 | $229K |
| Caxton Associates LLP | 0.01% | Reduce -18.8% | 10,340 | $227K |
| Cerity Partners LLC | 0.00% | Reduce -12.6% | 10,137 | $222K |
| Cannon Global Investment Management, LLC | 0.60% | New | 10,000 | $219K |
| Qsemble Capital Management, LP | 0.02% | Reduce -90.3% | 9,797 | $215K |
| WoodTrust Financial Corp | 0.03% | New | 9,750 | $214K |
| Portside Wealth Group, LLC | 0.03% | Add +26.5% | 9,710 | $213K |
| Vident Advisory, LLC | 0.00% | New | 9,477 | $208K |
| PharVision Advisers, LLC | 0.29% | New | 9,260 | $203K |
| Integrated Wealth Concepts LLC | 0.00% | Add +18.6% | 9,200 | $202K |
| Parkside Financial Bank & Trust | 0.02% | Add +1066.0% | 8,955 | $196K |
| Aster Capital Management (DIFC) Ltd | 0.04% | New | 7,838 | $172K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | New | 7,789 | $171K |
| Osaic Holdings, Inc. | 0.00% | Add +819.6% | 7,256 | $160K |
| Amalgamated Bank | 0.00% | No change | 6,447 | $141K |
| KBC Group NV | 0.00% | Reduce -31.1% | 6,390 | $140K |
| RiverPark Advisors, LLC | 0.09% | Reduce -49.5% | 5,425 | $119K |
| Hilltop National Bank | 0.03% | — | 4,914 | $108K |
| Covestor Ltd | 0.06% | Add +880.5% | 4,383 | $96K |
| Nisa Investment Advisors, LLC | 0.00% | Add +36.7% | 4,288 | $94K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -13.4% | 4,131 | $91K |
| Exchange Traded Concepts, LLC | 0.00% | Add +8.5% | 3,817 | $84K |
| Assetmark, Inc. | 0.00% | Reduce -6.5% | 3,497 | $77K |
| Quarry LP | 0.02% | Add +56.0% | 3,266 | $72K |
| Cwm, LLC | 0.00% | Reduce -0.1% | 3,067 | $67K |
| Lanark Financial, Inc. | 0.01% | Reduce -83.6% | 2,996 | $65K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +49.0% | 2,638 | $58K |
| AlphaQuest LLC | 0.01% | Reduce -67.5% | 2,338 | $51K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 2,334 | $51K |
| Danske Bank A/S | 0.00% | Reduce -96.6% | 2,240 | $49K |
| Arcadia Investment Management Corp. | 0.01% | No change | 2,057 | $45K |
| Principal Securities, Inc. | 0.00% | Add +850.7% | 2,006 | $44K |
| Nvwm, LLC | 0.01% | No change | 1,700 | $37K |
| IFP Advisors, Inc | 0.00% | Add +9.1% | 1,588 | $36K |
| Bessemer Group Inc. | 0.00% | Add +84.6% | 1,545 | $35K |
| First Horizon Advisors, Inc. | 0.00% | Add +278.9% | 1,523 | $33K |
| Clearstead Advisors, LLC | 0.00% | Add +48.6% | 1,294 | $28K |
| GAMMA Investing LLC | 0.00% | Reduce -10.7% | 1,174 | $26K |
| Essex Investment Management Co. LLC | 0.00% | No change | 1,166 | $26K |
| CI Investments Inc. | 0.00% | Add +292.0% | 1,129 | $25K |
| Park Place Capital Corp | 0.01% | New | 1,052 | $23K |
| Rakuten Securities, Inc. | 0.01% | Add +5505.6% | 1,009 | $22K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +100.0% | 1,000 | $22K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 855 | $19K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 847 | $19K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -62.1% | 795 | $17K |
| Jones Financial Companies LLLP | 0.00% | Reduce -0.6% | 696 | $15K |
| FNY Investment Advisers, LLC | 0.01% | New | 669 | $14K |
| Signaturefd, LLC | 0.00% | Add +5.0% | 636 | $14K |
| SBI Securities Co., Ltd. | 0.00% | Add +107.8% | 609 | $13K |
| Optiver Holding B.V. | 0.00% | Reduce -48.3% | 606 | $13K |
| Versant Capital Management, Inc | 0.00% | Add +2605.0% | 541 | $12K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 485 | $11K |
| Matrix Trust Co | 0.00% | New | 471 | $10K |
| Allworth Financial LP | 0.00% | Add +125.7% | 404 | $9K |
| Private Trust Co. NA | 0.00% | Reduce -11.9% | 401 | $9K |
| Essential Partners LLC | 0.00% | — | 393 | $9K |
| Rise Advisors, LLC | 0.00% | No change | 358 | $8K |
| MCF Advisors LLC | 0.00% | Reduce -37.7% | 349 | $8K |
| Rothschild Investment LLC | 0.00% | Add +17.9% | 330 | $7K |
| TFC Financial Management, Inc. | 0.00% | No change | 324 | $7K |
| Harbour Investments, Inc. | 0.00% | New | 323 | $7K |
| Huntington National Bank | 0.00% | Add +25.7% | 298 | $7K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -77.3% | 294 | $6K |
| WPG Advisers, LLC | 0.00% | Reduce -51.9% | 255 | $6K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +23.0% | 246 | $5K |
| Larson Financial Group LLC | 0.00% | Add +766.7% | 234 | $5K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -11.2% | 215 | $5K |
| Riggs Asset Managment Co. Inc. | 0.00% | Add +720.0% | 205 | $4K |
| Arax Advisory Partners | 0.00% | Add +328.3% | 197 | $4K |
| Caitong International Asset Management Co., Ltd | 0.00% | Add +21.4% | 159 | $3K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 149 | $3K |
| Kilter Group LLC | 0.00% | New | 144 | $3K |
| Private Wealth Management Group, LLC | 0.00% | No change | 143 | $3K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -18.8% | 130 | $3K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -68.9% | 113 | $2K |
| NewEdge Advisors, LLC | 0.00% | No change | 100 | $2K |
| Brooklyn Investment Group | 0.00% | Add +11.4% | 78 | $2K |
| Bare Financial Services, Inc | 0.00% | New | 53 | $1K |
| Bell Investment Advisors, Inc | 0.00% | Add +73.3% | 52 | $1K |
| Financial Network Wealth Advisors LLC | 0.00% | Add +28.2% | 50 | $1K |
| True Wealth Design, LLC | 0.00% | Add +1150.0% | 25 | $549 |
| Global Retirement Partners, LLC | 0.00% | — | 23 | $504 |
| Fortitude Family Office, LLC | 0.00% | New | 22 | $482 |
| Arlington Trust Co LLC | 0.00% | New | 21 | $461 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -72.7% | 6 | $132 |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 3 | $57 |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | New | 6 | $0 |
"% of holder's portfolio" is CWAN's weight in each manager's 13F, not the share of Clearwater Analytics HDS-A the manager owns.