Filing Research | CARG - Cargurus Inc Institutional Holdings

Snapshot holdings

50 / 63 loaded

#		Instrument	quantity
1	CONGRESS ASSET MANAGEMENT CO	Shares	2.0MSH	$67.4M
2	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Shares	1.1MSH	$36.4M
3	Assenagon Asset Management S.A.	Shares	135.6KSH	$4.6M
4	MOODY ALDRICH PARTNERS LLC	Shares	60.4KSH	$2.1M
5	RFG Advisory, LLC	Shares	41.7KSH	$1.4M
6	Y-Intercept (Hong Kong) Ltd	Shares	35.4KSH	$1.2M
7	Louisiana State Employees Retirement System	Shares	33.3KSH	$1.1M
8	NOVEM GROUP	Shares	29.0KSH	$988.8K
9	Robeco Institutional Asset Management B.V.	Shares	27.5KSH	$937.1K
10	Hennion & Walsh Asset Management, Inc.	Shares	24.3KSH	$829.0K
11	Unique Wealth Strategies, LLC	Shares	23.3KSH	$792.7K
12	Marshall Financial Group, LLC	Shares	22.7KSH	$773.4K
13	Police & Firemen's Retirement System of New Jersey	Shares	21.8KSH	$742.3K
14	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	20.5KSH	$699.4K
15	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	18.0KSH	$614.1K
16	Portside Wealth Group, LLC	Shares	15.0KSH	$509.7K
17	Abel Hall, LLC	Shares	14.0KSH	$478.9K
18	SCHARF INVESTMENTS, LLC	Shares	11.9KSH	$404.6K
19	Mirae Asset Global Investments Co., Ltd.	Shares	11.1KSH	$379.5K
20	EXCHANGE TRADED CONCEPTS, LLC	Shares	10.1KSH	$345.6K
21	Waldron Private Wealth LLC	Shares	8.2KSH	$278.7K
22	NWAM LLC	Shares	7.4KSH	$252.9K
23	Central Pacific Bank - Trust Division	Shares	7.0KSH	$239.2K
24	Crossmark Global Holdings, Inc.	Shares	6.9KSH	$233.8K
25	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	6.5KSH	$220.6K
26	Balance Wealth Partners LLC	Shares	6.0KSH	$203.2K
27	GAMMA Investing LLC	Shares	4.5KSH	$154.2K
28	EverSource Wealth Advisors, LLC	Shares	3.7KSH	$126.9K
29	Blue Trust, Inc.	Shares	3.3KSH	$112.3K
30	Versant Capital Management, Inc	Shares	1.9KSH	$65.9K
31	SIGNATUREFD, LLC	Shares	1.2KSH	$41.7K
32	ADIRONDACK TRUST CO	Shares	1.0KSH	$34.1K
33	FIRST HORIZON CORP	Shares	866SH	$29.5K
34	Farther Finance Advisors, LLC	Shares	738SH	$25.2K
35	Crewe Advisors LLC	Shares	431SH	$14.7K
36	AdvisorNet Financial, Inc	Shares	335SH	$11.4K
37	MassMutual Private Wealth & Trust, FSB	Shares	327SH	$11.1K
38	Torren Management, LLC	Shares	262SH	$8.9K
39	Cedar Mountain Advisors, LLC	Shares	96SH	$3.3K
40	Ares Financial Consulting, LLC	Shares	92SH	$3.1K
41	JFS WEALTH ADVISORS, LLC	Shares	81SH	$2.8K
42	IFP Advisors, Inc	Shares	81SH	$2.8K
43	Marquette Asset Management, LLC	Shares	71SH	$2.4K
44	FARMERS & MERCHANTS INVESTMENTS INC	Shares	52SH	$1.8K
45	Physician Wealth Advisors, Inc.	Shares	52SH	$1.8K
46	State of Alaska, Department of Revenue	Shares	44.4KSH	$1.5K
47	True Wealth Design, LLC	Shares	41SH	$1.4K
48	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	34.0KSH	$1.2K
49	Handelsbanken Fonder AB	Shares	25.8KSH	$880
50	Trust Co	Shares	23SH	$784

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

50 / 70 loaded

#		Instrument
1	RFG Advisory, LLC new	Shares	+41.7K	+$1.4M	$1.4M
2	Y-Intercept (Hong Kong) Ltd new	Shares	+35.4K	+$1.2M	$1.2M
3	NOVEM GROUP new	Shares	+29.0K	+$988.8K	$988.8K
4	Marshall Financial Group, LLC new	Shares	+22.7K	+$773.4K	$773.4K
5	SCHARF INVESTMENTS, LLC new	Shares	+11.9K	+$404.6K	$404.6K
6	Mirae Asset Global Investments Co., Ltd. new	Shares	+11.1K	+$379.5K	$379.5K
7	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+8.9K	+$301.9K	$345.6K
8	NWAM LLC new	Shares	+7.4K	+$252.9K	$252.9K
9	Unique Wealth Strategies, LLC added	Shares	+7.1K	+$241.5K	$792.7K
10	Balance Wealth Partners LLC new	Shares	+6.0K	+$203.2K	$203.2K
11	Portside Wealth Group, LLC added	Shares	+2.1K	+$72.2K	$509.7K
12	Hennion & Walsh Asset Management, Inc. added	Shares	+459	+$16.6K	$829.0K
13	Crewe Advisors LLC added	Shares	+202	+$6.9K	$14.7K
14	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$871	$742.3K
15	Creative Capital Management Investments LLC new	Shares	+15	+$511	$511
16	JFS WEALTH ADVISORS, LLC added	Shares	+10	+$344	$2.8K
17	Waldron Private Wealth LLC unchanged	Shares	0	+$328	$278.7K
18	Crossmark Global Holdings, Inc. unchanged	Shares	0	+$275	$233.8K
19	Davis Capital Management new	Shares	+4	+$136	$136
20	LRI Investments, LLC new	Shares	+4	+$136	$136
21	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+2.9K	+$100	$1.2K
22	ADIRONDACK TRUST CO unchanged	Shares	0	+$50	$34.1K
23	Ares Financial Consulting, LLC unchanged	Shares	0	+$49	$3.1K
24	AdvisorNet Financial, Inc unchanged	Shares	0	+$13	$11.4K
25	Torren Management, LLC unchanged	Shares	0	+$11	$8.9K
26	Cedar Mountain Advisors, LLC unchanged	Shares	0	+$4	$3.3K
27	IFP Advisors, Inc unchanged	Shares	0	+$3	$2.8K
28	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$2	$1.8K
29	Handelsbanken Fonder AB unchanged	Shares	0	+$2	$880
30	Physician Wealth Advisors, Inc. unchanged	Shares	0	+$2	$1.8K
31	SJS Investment Consulting Inc. unchanged	Shares	0	+$1	$546
32	Trust Co unchanged	Shares	0	+$1	$784
33	Abound Wealth Management unchanged	Shares	0	$0	$137
34	DiNuzzo Private Wealth, Inc. unchanged	Shares	0	$0	$375
35	GHP Investment Advisors, Inc. unchanged	Shares	0	$0	$137
36	SBI Securities Co., Ltd. unchanged	Shares	0	$0	$68
37	Hughes Financial Services, LLC trimmed	Shares	-1	-$34	$34
38	AMALGAMATED BANK trimmed	Shares	-3.0K	-$103	$695
39	GILPIN WEALTH MANAGEMENT, LLC trimmed	Shares	-5	-$170	$69
40	Vermillion Wealth Management, Inc. exited	Shares	-5	-$170	$0
41	State of Alaska, Department of Revenue trimmed	Shares	-15.1K	-$512	$1.5K
42	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-23	-$771	$11.1K
43	FIRST HORIZON CORP trimmed	Shares	-36	-$1.2K	$29.5K
44	True Wealth Design, LLC trimmed	Shares	-42	-$1.4K	$1.4K
45	EverSource Wealth Advisors, LLC trimmed	Shares	-56	-$1.8K	$126.9K
46	Fortitude Family Office, LLC trimmed	Shares	-54	-$1.8K	$716
47	Raleigh Capital Management Inc. exited	Shares	-59	-$2.0K	$0
48	Longview Financial Advisors, Inc. exited	Shares	-87	-$3.0K	$0
49	CoreCap Advisors, LLC exited	Shares	-115	-$3.9K	$0
50	Sound Income Strategies, LLC exited	Shares	-169	-$5.7K	$0

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