Clearwater Analytics HDS-ACWAN
13F holders, Q1 2026 (March 31)330holders −54
72new positions
128sold out
8famous investors
$23.65avg. 13F price*
At the end of Q1 2026, 330 institutions reported holding Clearwater Analytics HDS-A (CWAN) in their 13F filings, down 54 from Q4 2025. 72 opened new positions and 128 sold out. The largest holders were BlackRock, Inc. ($668.6M), Vanguard Portfolio Management LLC ($432.6M) and UBS Group AG ($348.5M). 8 famous investors held it, including Jeff Smith (2.8% of Starboard Value's portfolio), George Soros (1.3% of Soros Fund Management's portfolio) and Israel Englander (0.2% of Millennium Management's portfolio).
- Company
- Clearwater Analytics HDS-A
- CUSIP
- 185123106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 72 | $596.8M |
| Exits | 128 | $1.5B |
All 13F filers, Q4 2025 → Q1 2026: 131,685,655 shares bought and 137,955,153 shares sold, net −6,269,498 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 330 holders
| BlackRock, Inc. | 0.01% | Add +7.8% | 28,270,108 | $668.6M |
| Vanguard Portfolio Management LLC | 0.02% | — | 18,293,833 | $432.6M |
| UBS Group AG | 0.06% | Add +182.3% | 14,735,354 | $348.5M |
| HBK Investments L P | 4.48% | Add +3616.8% | 13,875,000 | $328.1M |
| Vanguard Capital Management LLC | 0.01% | — | 13,097,435 | $309.8M |
| FIL Ltd | 0.22% | Add +414.6% | 11,774,123 | $278.5M |
| Pentwater Capital Management LP | 1.91% | Add +337.9% | 11,385,000 | $269.3M |
| Millennium Management | 0.17% | Add +522.6% | 9,294,096 | $219.8M |
| Citadel Advisors | 0.14% | Add +638.3% | 8,441,416 | $199.6M |
| Glazer Capital, LLC | 4.11% | Add +148.7% | 7,819,776 | $184.9M |
| Balyasny Asset Management L.P. | 0.36% | Add +109.7% | 7,313,635 | $173.0M |
| State Street Corp. | 0.01% | Add +7.1% | 6,894,143 | $163.0M |
| Geode Capital Management, LLC | 0.01% | Add +3.2% | 6,801,369 | $160.9M |
| O'Connor Alternative Investments LLC | 8.60% | — | 6,409,535 | $151.6M |
| Starboard Value | 2.83% | Reduce -45.2% | 5,459,031 | $129.1M |
| Goldman Sachs Group Inc. | 0.02% | Add +60.0% | 5,258,445 | $124.4M |
| TIG Advisors, LLC | 5.66% | Add +92.0% | 5,017,185 | $118.7M |
| JPMorgan Chase & Co. | 0.01% | Reduce -2.6% | 4,443,464 | $104.6M |
| Blackstone Inc. | 0.39% | No change | 4,067,360 | $96.2M |
| Nexpoint Asset Management, L.P. | 6.63% | Add +168.3% | 4,004,230 | $94.7M |
| Kryger Capital LLC | 6.38% | — | 3,817,188 | $90.3M |
| Qube Research & Technologies Ltd | 0.12% | Add +912.0% | 3,625,230 | $85.7M |
| Polar Asset Management Partners Inc. | 2.78% | Add +154.7% | 3,622,500 | $85.7M |
| Man Group plc | 0.18% | Add +417.6% | 3,577,912 | $84.6M |
| AQR Arbitrage LLC | 1.53% | Add +149.7% | 3,295,740 | $77.9M |
| Soros Fund Management | 1.28% | Add +2.2% | 2,941,405 | $69.6M |
| Davidson Kempner Capital Management LP | 1.85% | Add +105.0% | 2,863,317 | $67.7M |
| Verition Fund Management LLC | 0.70% | Add +108.2% | 2,855,891 | $67.5M |
| Capula Management Ltd | 0.56% | Add +2052.9% | 2,677,322 | $63.3M |
| Westchester Capital Management, LLC | 3.00% | New | 2,617,694 | $61.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -0.8% | 2,547,602 | $60.3M |
| Morgan Stanley | 0.00% | Reduce -67.6% | 2,546,987 | $60.2M |
| Northern Trust Corp. | 0.01% | Reduce -0.8% | 2,507,427 | $59.3M |
| Melqart Asset Management (UK) Ltd | 5.28% | Add +194.5% | 2,265,906 | $53.6M |
| First Trust Capital Management L.P. | 2.68% | Add +45.6% | 2,154,188 | $50.9M |
| Vanguard Fiduciary Trust Co. | 0.01% | — | 2,000,277 | $47.3M |
| Alliancebernstein L.P. | 0.01% | Add +492.3% | 1,851,536 | $44.7M |
| Caxton Associates LLP | 0.98% | Add +218.1% | 1,790,121 | $42.3M |
| Birnam Oak Advisors, LP | 11.20% | New | 1,719,139 | $40.7M |
| Highbridge Capital Management LLC | 3.65% | New | 1,605,137 | $37.8M |
| HSBC Holdings PLC | 0.02% | New | 1,530,460 | $36.1M |
| Bank of America Corp. | 0.00% | Reduce -54.0% | 1,468,417 | $34.7M |
| LMR Partners LLP | 0.41% | Add +545.6% | 1,452,700 | $34.4M |
| Calamos Advisors LLC | 0.17% | New | 1,377,682 | $32.6M |
| HHLR Advisors, LTD. | 1.93% | No change | 1,365,971 | $32.3M |
| Janus Henderson Group PLC | 0.01% | Reduce -62.1% | 1,318,897 | $31.2M |
| Woodline Partners LP | 0.12% | Add +14.7% | 1,290,000 | $30.5M |
| Alpine Associates Management Inc. | 1.76% | Add +228.7% | 1,265,435 | $29.9M |
| Capital International Investors | 0.01% | Reduce -43.1% | 1,260,099 | $29.8M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.05% | New | 1,258,900 | $29.8M |
| Marshall Wace, LLP | 0.03% | Add +162.2% | 1,231,836 | $29.1M |
| Twin Securities, Inc. | 13.61% | Add +2260.6% | 1,164,090 | $27.5M |
| Decagon Asset Management LLP | 7.06% | New | 1,139,167 | $26.9M |
| Warburg Pincus LLC | 6.73% | No change | 977,455 | $23.1M |
| Public Sector Pension Investment Board | 0.07% | New | 977,000 | $23.1M |
| Syquant Capital Sas | 3.60% | New | 974,549 | $23.0M |
| Fort Baker Capital Management LP | 2.41% | Reduce -36.5% | 970,611 | $23.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -22.7% | 968,604 | $22.9M |
| Keenan Capital, LLC | 4.79% | Reduce -73.8% | 960,212 | $22.7M |
| Wellington Management Group LLP | 0.00% | Reduce -80.4% | 946,703 | $22.4M |
| Gabelli Funds LLC | 0.15% | Add +186.5% | 940,350 | $22.2M |
| Meteora Capital, LLC | 1.66% | Add +170.5% | 938,659 | $22.2M |
| Adage Capital Partners Gp, L.L.C. | 0.03% | New | 935,000 | $22.1M |
| Sand Grove Capital Management LLP | 5.15% | New | 930,959 | $22.0M |
| Nuveen, LLC | 0.01% | Reduce -20.1% | 905,918 | $21.4M |
| Tensile Capital Management LP | 2.98% | Reduce -62.8% | 879,674 | $20.8M |
| Squarepoint Ops LLC | 0.04% | Add +548.1% | 861,932 | $20.4M |
| Weiss Asset Management LP | 0.51% | New | 843,439 | $19.9M |
| Nomura Asset Management International Inc. | 0.03% | Reduce -50.7% | 827,246 | $19.6M |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 2.75% | Add +192.1% | 782,340 | $18.5M |
| Hudson Bay Capital Management LP | 0.12% | New | 762,870 | $18.0M |
| FMR LLC | 0.00% | Add +4220.2% | 739,874 | $17.5M |
| Quarry LP | 3.44% | New | 703,351 | $16.6M |
| Capstone Investment Advisors, LLC | 0.18% | New | 700,000 | $16.6M |
| Absolute Gestao de Investimentos Ltda. | 1.89% | New | 699,571 | $16.5M |
| Quinn Opportunity Partners LLC | 0.81% | Reduce -67.0% | 656,448 | $15.5M |
| Conestoga Capital Advisors, LLC | 0.30% | Reduce -89.6% | 633,523 | $15.0M |
| Prelude Capital Management, LLC | 1.13% | Add +749.3% | 623,487 | $14.7M |
| MUFG Securities EMEA plc | 0.22% | New | 609,800 | $14.4M |
| NINE MASTS CAPITAL Ltd | 3.05% | Add +739.1% | 581,714 | $13.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +5.8% | 570,645 | $13.5M |
| Swiss National Bank | 0.01% | Add +0.5% | 570,396 | $13.5M |
| Boothbay Fund Management, LLC | 0.32% | Add +255.5% | 567,385 | $13.4M |
| Arrowstreet Capital, Limited Partnership | 0.01% | New | 558,814 | $13.2M |
| Brown Capital Management LLC | 1.87% | Reduce -56.1% | 555,511 | $13.1M |
| Citigroup Inc. | 0.01% | Add +41.5% | 549,147 | $13.0M |
| Susquehanna International Group, LLP | 0.02% | Add +2887.5% | 522,968 | $12.4M |
| Franklin Resources Inc. | 0.00% | Reduce -4.2% | 500,111 | $11.8M |
| Alberta Investment Management Corp | 0.08% | Reduce -12.9% | 500,000 | $11.8M |
| SummitTX Capital, L.P. | 0.36% | New | 475,000 | $11.2M |
| CIBRA Capital Ltd | 5.23% | New | 458,424 | $10.8M |
| Harvest Management LLC | 5.66% | New | 450,000 | $10.6M |
| Dynamic Technology Lab Private Ltd | 1.63% | New | 424,962 | $10.1M |
| Picton Mahoney Asset Management | 0.10% | Add +69.6% | 423,900 | $10.0M |
| Groupe la Francaise | 0.14% | New | 421,568 | $10.0M |
| Maven Securities LTD | 0.56% | Add +7.1% | 401,509 | $9.5M |
| TPG GP A, LLC | 0.27% | New | 385,000 | $9.1M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -97.5% | 349,732 | $8.3M |
| Arnhold LLC | 0.60% | No change | 346,510 | $8.2M |
| California Public Employees Retirement System | 0.01% | Reduce -6.1% | 341,333 | $8.1M |
| California State Teachers Retirement System | 0.01% | Add +23.3% | 334,997 | $7.9M |
| Rhumbline Advisers | 0.01% | Reduce -1.7% | 326,969 | $7.7M |
| Kapitalo Investimentos Ltda | 1.44% | New | 324,166 | $7.7M |
| ExodusPoint Capital Management, LP | 0.07% | Reduce -20.5% | 313,725 | $7.4M |
| Credit Industriel Et Commercial | 1.30% | New | 311,432 | $7.4M |
| Vestcor Inc | 0.20% | Add +48.8% | 305,000 | $7.2M |
| AQR Capital Management | 0.00% | Reduce -21.4% | 302,752 | $7.2M |
| Toronto Dominion Bank | 0.01% | Add +50.0% | 300,000 | $7.1M |
| Tokio Marine Asset Management Co. Ltd. | 0.25% | New | 297,500 | $7.0M |
| Legal & General Group Plc | 0.00% | Reduce -13.9% | 286,827 | $6.8M |
| Gardner Lewis Asset Management L P | 1.37% | Add +51.9% | 267,300 | $6.3M |
| Deutsche Bank AG | 0.00% | Reduce -61.2% | 259,393 | $6.1M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | — | 257,064 | $6.1M |
| Chase Investment Counsel Corp. | 1.54% | Add +4.7% | 248,690 | $5.9M |
| Invesco Ltd. | 0.00% | Add +16.4% | 233,875 | $5.5M |
| Creative Planning | 0.00% | Add +17.1% | 229,675 | $5.4M |
| Dimensional Fund Advisors LP | 0.00% | Add +316.4% | 216,624 | $5.1M |
| FNY Investment Advisers, LLC | 2.25% | Add +1323.3% | 213,500 | $5.0M |
| Sagefield Capital LP | 0.34% | Add +29.4% | 196,978 | $4.7M |
| Yakira Capital Management, Inc. | 1.31% | New | 188,103 | $4.4M |
| Gotham Asset Management | 0.01% | New | 163,309 | $3.9M |
| Wolverine Asset Management LLC | 0.20% | Add +320.4% | 158,064 | $3.7M |
| Fifth Third Bancorp | 0.01% | Add +1016.2% | 156,894 | $3.7M |
| Baron Capital (BAMCO) | 0.01% | Reduce -98.0% | 154,864 | $3.7M |
| Barclays PLC | 0.00% | Reduce -64.7% | 154,704 | $3.7M |
| MetLife Investment Management, LLC | 0.02% | Reduce -0.8% | 152,700 | $3.6M |
| Jane Street Group, LLC | 0.00% | New | 139,548 | $3.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +1.0% | 130,963 | $3.1M |
| Wells Fargo & Company | 0.00% | Reduce -74.0% | 122,912 | $2.9M |
| Vanguard Global Advisers, LLC | 0.00% | — | 116,338 | $2.8M |
| Centiva Capital, LP | 0.13% | Reduce -59.1% | 114,430 | $2.7M |
| Vazirani Asset Management LLC | 6.03% | New | 110,600 | $2.6M |
| Water Island Capital LLC | 0.36% | Reduce -87.5% | 109,589 | $2.6M |
| Royal Bank of Canada | 0.00% | Reduce -69.3% | 103,396 | $2.4M |
| Alpine Global Management, LLC | 0.42% | New | 101,331 | $2.4M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +100.0% | 100,000 | $2.4M |
| Nomura Holdings Inc. | 0.02% | Add +88.7% | 99,083 | $2.3M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -4.5% | 98,834 | $2.3M |
| Cantor Fitzgerald, L. P. | 0.08% | New | 98,013 | $2.3M |
| Kintayl Capital LP | 1.40% | New | 96,339 | $2.3M |
| Oak Ridge Investments LLC | 0.15% | Add +44.2% | 95,087 | $2.2M |
| Quantinno Capital Management LP | 0.00% | Add +50.2% | 92,587 | $2.2M |
| Carmignac Gestion | 0.03% | Reduce -68.6% | 90,586 | $2.1M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -52.4% | 89,692 | $2.1M |
| New York State Common Retirement Fund | 0.00% | Reduce -79.3% | 88,089 | $2.1M |
| T3 Companies, LLC | 2.87% | New | 88,000 | $2.1M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -46.3% | 85,721 | $2.0M |
| Mangrove Partners Im, LLC | 0.16% | New | 85,022 | $2.0M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -42.3% | 83,330 | $2.0M |
| Handelsbanken Fonder AB | 0.01% | No change | 83,200 | $2.0M |
| Pathstone Holdings, LLC | 0.01% | Reduce -13.2% | 81,116 | $1.9M |
| Arizona State Retirement System | 0.01% | Reduce -3.1% | 79,150 | $1.9M |
| Blair William & Co. | 0.01% | Reduce -97.7% | 77,582 | $1.8M |
| Varenne Capital Partners | 0.45% | New | 76,841 | $1.8M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Add +2.2% | 76,003 | $1.8M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +26.9% | 73,985 | $1.7M |
| Select Asset Management & Trust | 0.55% | Add +3.7% | 73,931 | $1.7M |
| Vanguard Investments Australia, Ltd. | 0.00% | — | 72,488 | $1.7M |
| Sei Investments Co. | 0.00% | Reduce -95.4% | 71,883 | $1.7M |
| Intech Investment Management LLC | 0.02% | Reduce -41.9% | 71,751 | $1.7M |
| CSS LLC | 0.26% | New | 70,462 | $1.7M |
| BNP Paribas Financial Markets | 0.00% | Reduce -3.1% | 70,197 | $1.7M |
| Skandinaviska Enskilda Banken AB (publ) | 0.04% | Add +133.1% | 69,916 | $1.7M |
| Cim, LLC | 0.23% | Reduce -0.4% | 68,592 | $1.6M |
| Victory Capital Management Inc. | 0.00% | Reduce -69.5% | 66,244 | $1.6M |
| Allstate Corp. | 0.02% | New | 63,413 | $1.5M |
| KLP Kapitalforvaltning As | 0.01% | Add +3.3% | 63,376 | $1.5M |
| Tealwood Asset Management Inc. | 0.65% | Reduce -3.0% | 60,244 | $1.4M |
| Truist Financial Corp. | 0.00% | Reduce -4.9% | 57,381 | $1.4M |
| Walleye Trading LLC | 0.03% | Reduce -75.2% | 56,000 | $1.3M |
| Raymond James Financial Inc. | 0.00% | Reduce -97.2% | 55,417 | $1.3M |
| Aaron Wealth Advisors LLC | 0.07% | Add +1.5% | 52,902 | $1.3M |
| Aequim Alternative Investments LP | 0.51% | New | 50,000 | $1.2M |
| Resona Asset Management Co.,Ltd. | 0.01% | Add +5.6% | 49,224 | $1.2M |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -68.0% | 47,587 | $1.1M |
| SG Americas Securities, LLC | 0.00% | Reduce -44.1% | 47,372 | $1.1M |
| Voya Investment Management LLC | 0.00% | Reduce -53.6% | 47,075 | $1.1M |
| Pictet Asset Management Holding SA | 0.00% | Add +4.7% | 45,427 | $1.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -93.3% | 45,672 | $1.1M |
| Virtu Financial LLC | 0.04% | New | 45,137 | $1.1M |
| Prudential Financial Inc. | 0.00% | Add +155.4% | 43,767 | $1.0M |
| Calamos Wealth Management LLC | 0.04% | New | 42,715 | $1.0M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -24.2% | 41,245 | $975K |
| Bank of Montreal | 0.00% | Reduce -6.5% | 40,645 | $961K |
| ProShare Advisors LLC | 0.00% | Reduce -20.7% | 40,464 | $957K |
| Fieldview Capital Management, LLC | 0.28% | New | 39,848 | $942K |
| Paradiem, LLC | 0.20% | Reduce -14.4% | 37,886 | $896K |
| CenterBook Partners LP | 0.05% | New | 37,794 | $894K |
| HM Payson & Co. | 0.01% | No change | 37,500 | $887K |
| Teacher Retirement System of Texas | 0.00% | Reduce -63.6% | 37,371 | $884K |
| Greenland Capital Management LP | 0.18% | New | 33,150 | $784K |
| LPL Financial LLC | 0.00% | Reduce -68.3% | 31,709 | $750K |
| Summit Securities Group LLC | 0.36% | New | 31,000 | $733K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 28,826 | $682K |
| Amundi | 0.00% | Add +80.0% | 28,177 | $666K |
| State of Wisconsin Investment Board | 0.00% | Reduce -28.9% | 28,068 | $664K |
| Rangeley Capital, LLC | 0.72% | Reduce -65.0% | 28,000 | $662K |
| VARCOV Co. | 0.24% | Reduce -36.6% | 27,383 | $648K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -94.3% | 26,869 | $635K |
| STRS Ohio | 0.00% | Add +5.6% | 26,500 | $627K |
| Xponance LLC | 0.00% | Add +18.7% | 26,141 | $618K |
| Zions Bancorporation, National Association | 0.04% | Reduce -41.6% | 25,463 | $602K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +23.7% | 25,433 | $601K |
| Catalyst Funds Management Pty Ltd | 0.10% | No change | 25,280 | $598K |
| Moore Capital Management, LP | 0.02% | Reduce -40.6% | 25,000 | $591K |
| Mercer Global Advisors Inc. | 0.00% | Add +48.3% | 24,618 | $582K |
| Versor Investments LP | 1.41% | Reduce -85.1% | 24,358 | $576K |
| D. E. Shaw & Co. | 0.00% | Reduce -75.1% | 23,643 | $559K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +1.8% | 23,063 | $545K |
| Mint Tower Capital Management B.V. | 0.12% | New | 22,500 | $532K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +151.3% | 21,846 | $517K |
| Diametric Capital, LP | 0.13% | Reduce -42.7% | 21,500 | $508K |
| Occudo Quantitative Strategies LP | 0.03% | New | 20,725 | $502K |
| Cannon Global Investment Management, LLC | 1.20% | New | 20,900 | $494K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -4.3% | 20,527 | $485K |
| Cwm, LLC | 0.00% | Add +17.2% | 20,255 | $479K |
| Principal Financial Group Inc. | 0.00% | Reduce -99.2% | 20,203 | $478K |
| Bluefin Capital Management, LLC | 0.55% | No change | 20,000 | $473K |
| Dark Forest Capital Management LP | 0.04% | Reduce -84.5% | 19,168 | $453K |
| Swiss Life Asset Management Ltd | 0.00% | Add +33.9% | 17,598 | $416K |
| Two Sigma Securities, LLC | 0.05% | Add +19.0% | 17,497 | $414K |
| Abel Hall, LLC | 0.09% | New | 16,929 | $400K |
| Yorktown Management & Research Co Inc | 0.33% | No change | 16,700 | $395K |
| Manning & Napier Advisors LLC | 0.01% | Reduce -99.5% | 15,622 | $369K |
| Vident Advisory, LLC | 0.00% | Reduce -6.5% | 15,311 | $362K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 14,977 | $354K |
| CIBC Bancorp USA Inc. | 0.00% | — | 14,141 | $334K |
| Callan Family Office, LLC | 0.01% | Reduce -26.8% | 14,138 | $334K |
| DNB Asset Management AS | 0.00% | New | 13,982 | $331K |
| IMC-Chicago, LLC | 0.00% | New | 13,436 | $318K |
| Lazard Asset Management LLC | 0.00% | Add +5.7% | 13,170 | $311K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -1.1% | 12,888 | $307K |
| PenderFund Capital Management Ltd. | 0.14% | Add +80.3% | 12,800 | $303K |
| BCK Capital Management LP | 1.29% | New | 12,500 | $296K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 11,651 | $276K |
| Praxis Investment Management Inc. | 0.02% | New | 11,403 | $270K |
| Bessemer Group Inc. | 0.00% | Reduce -5.3% | 11,200 | $264K |
| Global Endowment Management, LP | 0.03% | New | 11,093 | $262K |
| Captrust Financial Advisors | 0.00% | Reduce -81.0% | 10,285 | $243K |
| Caitong International Asset Management Co., Ltd | 0.04% | Add +912.9% | 10,109 | $239K |
| Murchinson Ltd. | 0.10% | New | 10,000 | $237K |
| Keebeck Wealth Management | 0.03% | Reduce -64.2% | 9,646 | $228K |
| R Squared Ltd | 0.13% | New | 9,626 | $228K |
| Cetera Investment Advisers | 0.00% | Reduce -85.8% | 9,600 | $227K |
| Guggenheim Capital LLC | 0.00% | Reduce -0.3% | 9,453 | $224K |
| Brevan Howard Capital Management LP | 0.00% | Reduce -86.4% | 9,018 | $213K |
| American Century Companies Inc. | 0.00% | New | 8,936 | $211K |
| CIBC Asset Management Inc | 0.00% | No change | 8,872 | $210K |
| Amalgamated Bank | 0.00% | No change | 8,771 | $207K |
| KBC Group NV | 0.00% | No change | 8,511 | $201K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -91.7% | 6,851 | $162K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -1.2% | 5,874 | $139K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +34.9% | 5,383 | $127K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -83.2% | 4,298 | $102K |
| Twin Tree Management, LP | 0.02% | New | 4,128 | $98K |
| GAMMA Investing LLC | 0.00% | Add +158.4% | 4,078 | $96K |
| Covestor Ltd | 0.05% | Reduce -78.4% | 3,232 | $76K |
| Longfellow Investment Management Co. LLC | 0.02% | New | 3,106 | $73K |
| Banque Cantonale Vaudoise | 0.00% | No change | 2,974 | $70K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +123.1% | 2,367 | $56K |
| Nisa Investment Advisors, LLC | 0.00% | Add +0.3% | 2,149 | $51K |
| Arcadia Investment Management Corp. | 0.01% | No change | 2,057 | $49K |
| US Bancorp \de | 0.00% | Reduce -80.3% | 1,904 | $45K |
| Sterling Capital Management LLC | 0.00% | Reduce -97.6% | 1,809 | $43K |
| Hilltop National Bank | 0.01% | Reduce -70.5% | 1,634 | $39K |
| Allworth Financial LP | 0.00% | Add +61.4% | 1,624 | $38K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -33.9% | 1,499 | $36K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -18.8% | 1,116 | $26K |
| Los Angeles Capital Management LLC | 0.00% | No change | 1,094 | $26K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -97.8% | 1,007 | $24K |
| Versant Capital Management, Inc | 0.00% | Add +230.6% | 909 | $21K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 847 | $20K |
| Optiver Holding B.V. | 0.00% | Add +84.9% | 819 | $19K |
| Osaic Holdings, Inc. | 0.00% | Reduce -99.5% | 699 | $17K |
| Signaturefd, LLC | 0.00% | Reduce -51.6% | 663 | $16K |
| Destiny Wealth Partners, LLC | 0.00% | New | 625 | $15K |
| Essential Partners LLC | 0.00% | Add +55.0% | 617 | $15K |
| Whittier Trust Co. | 0.00% | New | 518 | $12K |
| Owl Creek Wealth Partners LLC | 0.00% | — | 520 | $12K |
| Jones Financial Companies LLLP | 0.00% | Add +58.9% | 507 | $12K |
| Salomon & Ludwin, LLC | 0.00% | New | 485 | $12K |
| Rothschild Investment LLC | 0.00% | Add +5.3% | 476 | $11K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +30.2% | 440 | $10K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -27.1% | 436 | $10K |
| First Horizon Corp. | 0.00% | Reduce -37.4% | 429 | $10K |
| Allianz SE | 0.00% | Reduce -99.3% | 416 | $10K |
| NewEdge Advisors, LLC | 0.00% | No change | 400 | $9K |
| Larson Financial Group LLC | 0.00% | Add +1.4% | 361 | $9K |
| TimesSquare Capital Management, LLC | 0.00% | Reduce -100.0% | 292 | $7K |
| IFP Advisors, Inc | 0.00% | Add +1.8% | 229 | $5K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -65.0% | 219 | $5K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -6.5% | 214 | $5K |
| Walleye Capital LLC | 0.00% | Reduce -99.7% | 210 | $5K |
| Bare Financial Services, Inc | 0.00% | Add +42.1% | 189 | $4K |
| Fortitude Family Office, LLC | 0.00% | No change | 156 | $4K |
| Assetmark, Inc. | 0.00% | Reduce -97.3% | 156 | $4K |
| Sound Income Strategies, LLC | 0.00% | No change | 150 | $4K |
| Richardson Capital Management LLC | 0.00% | New | 144 | $3K |
| Private Wealth Management Group, LLC | 0.00% | Add +130.7% | 143 | $3K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -96.9% | 140 | $3K |
| True Wealth Design, LLC | 0.00% | No change | 126 | $3K |
| Danske Bank A/S | 0.00% | Reduce -95.0% | 100 | $2K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -100.0% | 97 | $2K |
| TD Private Client Wealth LLC | 0.00% | Add +210.0% | 93 | $2K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -93.6% | 83 | $2K |
| Sunbelt Securities, Inc. | 0.00% | No change | 83 | $2K |
| Marquette Asset Management, LLC | 0.00% | Reduce -22.8% | 78 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -92.8% | 68 | $2K |
| Parallel Advisors, LLC | 0.00% | Reduce -98.1% | 66 | $2K |
| Kilter Group LLC | 0.00% | Add +8.9% | 49 | $1K |
| Rossby Financial, LCC | 0.00% | Add +15.0% | 46 | $1K |
| Quaker Wealth Management, LLC | 0.00% | No change | 32 | $757 |
| Manchester Capital Management LLC | 0.00% | No change | 29 | $686 |
| CVA Family Office, LLC | 0.00% | No change | 29 | $686 |
| Torren Management, LLC | 0.00% | No change | 28 | $662 |
| CENTRAL TRUST Co | 0.00% | No change | 26 | $615 |
| Bell Investment Advisors, Inc | 0.00% | No change | 25 | $592 |
| Principia Wealth Advisory, LLC | 0.00% | No change | 23 | $544 |
| MAI Capital Management | 0.00% | New | 21 | $497 |
| Advisory Services Network, LLC | 0.00% | New | 21 | $497 |
| AdvisorNet Financial, Inc | 0.00% | No change | 20 | $473 |
| American Capital Advisory, LLC | 0.00% | New | 15 | $355 |
| WPG Advisers, LLC | 0.00% | No change | 12 | $284 |
| TopTier Wealth Management, LLC | 0.00% | New | 11 | $260 |
| Hughes Financial Services, LLC | 0.00% | Add +266.7% | 11 | $260 |
| Cornerstone Planning Group LLC | 0.00% | New | 9 | $218 |
| Dunhill Financial, LLC | 0.00% | Reduce -100.0% | 5 | $122 |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 3 | $71 |
| Huntington National Bank | 0.00% | Reduce -99.0% | 2 | $48 |
| Keating Financial Advisory Services, Inc. | 0.00% | New | 1 | $24 |
"% of holder's portfolio" is CWAN's weight in each manager's 13F, not the share of Clearwater Analytics HDS-A the manager owns.