Filing Research | AI - C3 AI INC Institutional Holdings

Snapshot holdings

50 / 53 loaded

#		Instrument	quantity
1	Tiller Private Wealth, Inc.	Shares	222.1KSH	$2.0M
2	Themes Management Co LLC	Shares	103.2KSH	$938.5K
3	SBI Securities Co., Ltd.	Shares	91.2KSH	$829.4K
4	180 WEALTH ADVISORS, LLC	Shares	89.5KSH	$813.9K
5	Shearwater Capital LLC	Shares	70.8KSH	$643.8K
6	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	50.3KSH	$457.5K
7	Police & Firemen's Retirement System of New Jersey	Shares	40.6KSH	$368.7K
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	29.5KSH	$264.4K
9	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	13.8KSH	$125.9K
10	PFG Investments, LLC	Shares	13.8KSH	$125.1K
11	Abel Hall, LLC	Shares	12.5KSH	$114.0K
12	Sequoia Financial Advisors, LLC	Shares	11.6KSH	$105.9K
13	Forum Financial Management, LP	Shares	11.5KSH	$104.8K
14	Cerro Pacific Wealth Advisors LLC	Shares	10.6KSH	$96.6K
15	Mirae Asset Global Investments Co., Ltd.	Shares	8.3KSH	$75.4K
16	Versant Capital Management, Inc	Shares	6.9KSH	$62.3K
17	CoreCap Advisors, LLC	Shares	6.1KSH	$55.9K
18	Farther Finance Advisors, LLC	Shares	4.2KSH	$38.0K
19	AdvisorNet Financial, Inc	Shares	4.0KSH	$36.4K
20	GAMMA Investing LLC	Shares	3.4KSH	$30.6K
21	Bogart Wealth, LLC	Shares	2.8KSH	$25.2K
22	Olistico Wealth, LLC	Shares	2.5KSH	$22.7K
23	SIGNATUREFD, LLC	Shares	2.4KSH	$21.4K
24	FINANCIAL CONSULATE, INC	Shares	1.9KSH	$17.3K
25	Ameliora Wealth Management Ltd.	Shares	1.2KSH	$16.6K
26	EverSource Wealth Advisors, LLC	Shares	1.3KSH	$11.5K
27	HM PAYSON & CO	Shares	1.0KSH	$9.1K
28	MassMutual Private Wealth & Trust, FSB	Shares	537SH	$4.9K
29	IFP Advisors, Inc	Shares	416SH	$3.8K
30	Kozak & Associates, Inc.	Shares	350SH	$3.3K
31	Blue Trust, Inc.	Shares	320SH	$2.9K
32	ST GERMAIN D J CO INC	Shares	300SH	$2.7K
33	Bear Mountain Capital, Inc.	Shares	151SH	$1.4K
34	Triumph Capital Management	Shares	150SH	$1.4K
35	SALEM INVESTMENT COUNSELORS INC	Shares	146SH	$1.3K
36	Marquette Asset Management, LLC	Shares	139SH	$1.3K
37	PayPay Securities Corp	Shares	103SH	$936
38	EASTERN BANK	Shares	100SH	$909
39	Lodestone Wealth Management LLC	Shares	100SH	$909
40	BARRETT & COMPANY, INC.	Shares	75SH	$682
41	PROATHLETE WEALTH MANAGEMENT LLC	Shares	61SH	$554
42	Handelsbanken Fonder AB	Shares	41.5KSH	$377
43	SOA Wealth Advisors, LLC.	Shares	40SH	$364
44	Vision Retirement, LLC	Shares	30SH	$273
45	KERR FINANCIAL PLANNING Corp	Shares	28SH	$255
46	JNBA Financial Advisors	Shares	20SH	$182
47	Golden State Wealth Management, LLC	Shares	14SH	$127
48	Strategic Investment Solutions, Inc. /IL	Shares	10SH	$91
49	Networth Advisors, LLC	Shares	7SH	$64
50	Oakworth Capital, Inc.	Shares	5SH	$47

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Manager changes2026-06-30 vs 2026-03-31

50 / 62 loaded

#		Instrument
1	180 WEALTH ADVISORS, LLC added	Shares	+11.4K	+$155.9K	$813.9K
2	Tiller Private Wealth, Inc. unchanged	Shares	0	+$148.8K	$2.0M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+15.1K	+$139.5K	$264.4K
4	Abel Hall, LLC new	Shares	+12.5K	+$114.0K	$114.0K
5	Sequoia Financial Advisors, LLC new	Shares	+11.6K	+$105.9K	$105.9K
6	Police & Firemen's Retirement System of New Jersey added	Shares	+8.1K	+$95.0K	$368.7K
7	Shearwater Capital LLC added	Shares	+3.5K	+$77.3K	$643.8K
8	Versant Capital Management, Inc added	Shares	+6.4K	+$58.8K	$62.3K
9	EVERGREEN CAPITAL MANAGEMENT LLC trimmed	Shares	-167	+$32.3K	$457.5K
10	Farther Finance Advisors, LLC added	Shares	+2.3K	+$21.9K	$38.0K
11	CoreCap Advisors, LLC added	Shares	+1.6K	+$17.3K	$55.9K
12	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+71	+$9.9K	$125.9K
13	Forum Financial Management, LP unchanged	Shares	0	+$7.7K	$104.8K
14	Cerro Pacific Wealth Advisors LLC unchanged	Shares	0	+$7.1K	$96.6K
15	SIGNATUREFD, LLC added	Shares	+393	+$4.9K	$21.4K
16	GAMMA Investing LLC added	Shares	+140	+$3.4K	$30.6K
17	AdvisorNet Financial, Inc unchanged	Shares	0	+$2.7K	$36.4K
18	MassMutual Private Wealth & Trust, FSB added	Shares	+237	+$2.4K	$4.9K
19	Bogart Wealth, LLC unchanged	Shares	0	+$1.9K	$25.2K
20	Olistico Wealth, LLC unchanged	Shares	0	+$1.7K	$22.7K
21	EverSource Wealth Advisors, LLC added	Shares	+66	+$1.4K	$11.5K
22	FINANCIAL CONSULATE, INC unchanged	Shares	0	+$1.3K	$17.3K
23	Marquette Asset Management, LLC new	Shares	+139	+$1.3K	$1.3K
24	HM PAYSON & CO added	Shares	+61	+$1.2K	$9.1K
25	Blue Trust, Inc. added	Shares	+54	+$667	$2.9K
26	Kozak & Associates, Inc. unchanged	Shares	0	+$336	$3.3K
27	ST GERMAIN D J CO INC unchanged	Shares	0	+$201	$2.7K
28	Bear Mountain Capital, Inc. added	Shares	+19	+$137	$1.4K
29	Handelsbanken Fonder AB added	Shares	+9.9K	+$111	$377
30	Triumph Capital Management unchanged	Shares	0	+$101	$1.4K
31	SALEM INVESTMENT COUNSELORS INC unchanged	Shares	0	+$98	$1.3K
32	EASTERN BANK unchanged	Shares	0	+$67	$909
33	Lodestone Wealth Management LLC unchanged	Shares	0	+$67	$909
34	BARRETT & COMPANY, INC. unchanged	Shares	0	+$50	$682
35	PROATHLETE WEALTH MANAGEMENT LLC unchanged	Shares	0	+$41	$554
36	KERR FINANCIAL PLANNING Corp added	Shares	+3	+$31	$255
37	SOA Wealth Advisors, LLC. unchanged	Shares	0	+$27	$364
38	Vision Retirement, LLC unchanged	Shares	0	+$20	$273
39	JNBA Financial Advisors unchanged	Shares	0	+$13	$182
40	Golden State Wealth Management, LLC unchanged	Shares	0	+$9	$127
41	Strategic Investment Solutions, Inc. /IL unchanged	Shares	0	+$7	$91
42	Networth Advisors, LLC unchanged	Shares	0	+$5	$64
43	Oakworth Capital, Inc. unchanged	Shares	0	+$5	$47
44	Capital Advisors, Ltd. LLC added	Shares	+48	+$1	$1
45	TSFG, LLC unchanged	Shares	0	+$1	$9
46	Ameliora Wealth Management Ltd. unchanged	Shares	0	$0	$16.6K
47	Ulland Investment Advisors, LLC unchanged	Shares	0	$0	$2
48	Hughes Financial Services, LLC exited	Shares	-2	-$17	$0
49	Sound Income Strategies, LLC exited	Shares	-2	-$20	$0
50	PayPay Securities Corp trimmed	Shares	-17	-$182	$936

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