Filing Research | CAI - Caris Life Sciences, Inc. Institutional Holdings

Snapshot holdings

31 / 31 loaded

#		Instrument	quantity
1	ZEVENBERGEN CAPITAL INVESTMENTS LLC	Shares	802.1KSH	$14.3M
2	SALEM INVESTMENT COUNSELORS INC	Shares	100.0KSH	$1.8M
3	Police & Firemen's Retirement System of New Jersey	Shares	54.1KSH	$963.3K
4	Y-Intercept (Hong Kong) Ltd	Shares	46.1KSH	$820.9K
5	China Universal Asset Management Co., Ltd.	Shares	45.0KSH	$801.7K
6	Diversified Trust Co	Shares	37.3KSH	$665.1K
7	OAK RIDGE INVESTMENTS LLC	Shares	27.1KSH	$482.3K
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	25.3KSH	$430.4K
9	COURIER CAPITAL LLC	Shares	24.0KSH	$427.7K
10	Mirae Asset Global Investments Co., Ltd.	Shares	12.6KSH	$225.3K
11	Versant Capital Management, Inc	Shares	1.9KSH	$34.5K
12	Olistico Wealth, LLC	Shares	1.4KSH	$25.4K
13	ALBION FINANCIAL GROUP /UT	Shares	1.2KSH	$21.0K
14	SBI Securities Co., Ltd.	Shares	1.2KSH	$21.0K
15	Vermillion Wealth Management, Inc.	Shares	1.0KSH	$17.8K
16	GAMMA Investing LLC	Shares	542SH	$9.7K
17	Owl Creek Wealth Partners LLC	Shares	530SH	$9.4K
18	EverSource Wealth Advisors, LLC	Shares	294SH	$5.2K
19	ELEVATION WEALTH PARTNERS, LLC	Shares	270SH	$4.8K
20	SIGNATUREFD, LLC	Shares	220SH	$3.9K
21	FIRST HORIZON CORP	Shares	154SH	$2.7K
22	Farther Finance Advisors, LLC	Shares	128SH	$2.3K
23	Financial Management Professionals, Inc.	Shares	96SH	$1.7K
24	SJS Investment Consulting Inc.	Shares	74SH	$1.3K
25	Activest Wealth Management	Shares	60SH	$1.1K
26	Handelsbanken Fonder AB	Shares	36.3KSH	$647
27	FINANCIAL CONSULATE, INC	Shares	30SH	$535
28	MassMutual Private Wealth & Trust, FSB	Shares	25SH	$446
29	PARK AVENUE SECURITIES LLC	Shares	15.7KSH	$279
30	Cedar Mountain Advisors, LLC	Shares	5SH	$89
31	IFP Advisors, Inc	Shares	3SH	$53

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

33 / 33 loaded

#		Instrument
1	ZEVENBERGEN CAPITAL INVESTMENTS LLC added	Shares	+191.8K	+$3.4M	$14.3M
2	SALEM INVESTMENT COUNSELORS INC new	Shares	+100.0K	+$1.8M	$1.8M
3	Y-Intercept (Hong Kong) Ltd new	Shares	+46.1K	+$820.9K	$820.9K
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+25.3K	+$430.4K	$430.4K
5	Police & Firemen's Retirement System of New Jersey added	Shares	+14.6K	+$257.1K	$963.3K
6	COURIER CAPITAL LLC added	Shares	+5.0K	+$88.0K	$427.7K
7	Diversified Trust Co added	Shares	+4.8K	+$84.0K	$665.1K
8	Vermillion Wealth Management, Inc. new	Shares	+1.0K	+$17.8K	$17.8K
9	OAK RIDGE INVESTMENTS LLC added	Shares	+958	+$15.5K	$482.3K
10	SBI Securities Co., Ltd. added	Shares	+732	+$13.0K	$21.0K
11	ALBION FINANCIAL GROUP /UT added	Shares	+500	+$8.9K	$21.0K
12	Owl Creek Wealth Partners LLC added	Shares	+340	+$6.0K	$9.4K
13	ELEVATION WEALTH PARTNERS, LLC new	Shares	+270	+$4.8K	$4.8K
14	EverSource Wealth Advisors, LLC added	Shares	+260	+$4.6K	$5.2K
15	Versant Capital Management, Inc added	Shares	+185	+$3.2K	$34.5K
16	SJS Investment Consulting Inc. new	Shares	+74	+$1.3K	$1.3K
17	Activest Wealth Management added	Shares	+59	+$1.1K	$1.1K
18	FIRST HORIZON CORP added	Shares	+47	+$831	$2.7K
19	Handelsbanken Fonder AB new	Shares	+36.3K	+$647	$647
20	FINANCIAL CONSULATE, INC new	Shares	+30	+$535	$535
21	Financial Management Professionals, Inc. added	Shares	+5	+$84	$1.7K
22	Cedar Mountain Advisors, LLC unchanged	Shares	0	$0	$89
23	CX Institutional exited	Shares	-684	-$12	$0
24	SIGNATUREFD, LLC unchanged	Shares	0	-$14	$3.9K
25	IFP Advisors, Inc trimmed	Shares	-3	-$54	$53
26	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-4	-$73	$446
27	Olistico Wealth, LLC unchanged	Shares	0	-$85	$25.4K
28	PARK AVENUE SECURITIES LLC trimmed	Shares	-12.3K	-$221	$279
29	Farther Finance Advisors, LLC trimmed	Shares	-4	-$244	$2.3K
30	GAMMA Investing LLC trimmed	Shares	-74	-$1.4K	$9.7K
31	Mirae Asset Global Investments Co., Ltd. trimmed	Shares	-2.1K	-$37.8K	$225.3K
32	China Universal Asset Management Co., Ltd. trimmed	Shares	-5.1K	-$93.5K	$801.7K
33	Wedmont Private Capital exited	Shares	-10.7K	-$209.1K	$0