Filing Research | CCC - CCC INTELLIGENT SOLUTIONS HL Institutional Holdings

Snapshot holdings

50 / 52 loaded

#		Instrument	quantity
1	WASATCH ADVISORS LP	Shares	15.5MSH	$80.2M
2	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Shares	6.9MSH	$35.5M
3	Ninety One UK Ltd	Shares	3.2MSH	$16.7M
4	RIVERBRIDGE PARTNERS LLC	Shares	2.9MSH	$15.0M
5	Robeco Institutional Asset Management B.V.	Shares	515.9KSH	$2.7M
6	JOHNSON INVESTMENT COUNSEL INC	Shares	406.1KSH	$2.1M
7	Police & Firemen's Retirement System of New Jersey	Shares	249.3KSH	$1.3M
8	Curated Wealth Partners LLC	Shares	58.8KSH	$477.2K
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	61.9KSH	$366.6K
10	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	70.1KSH	$362.0K
11	SALEM INVESTMENT COUNSELORS INC	Shares	66.3KSH	$342.2K
12	Lakeshore Financial Planning, Inc.	Shares	58.5KSH	$302.0K
13	EXCHANGE TRADED CONCEPTS, LLC	Shares	48.7KSH	$251.4K
14	Central Pacific Bank - Trust Division	Shares	45.5KSH	$234.7K
15	Sivia Capital Partners, LLC	Shares	32.4KSH	$167.3K
16	Brookstone Capital Management	Shares	32.0KSH	$165.0K
17	Cache Advisors, LLC	Shares	26.2KSH	$135.2K
18	Sequoia Financial Advisors, LLC	Shares	24.0KSH	$123.9K
19	Trust Point Inc.	Shares	18.5KSH	$95.4K
20	Wedmont Private Capital	Shares	13.8KSH	$81.7K
21	Platform Technology Partners	Shares	12.0KSH	$61.9K
22	Abound Wealth Management	Shares	11.8KSH	$60.8K
23	WADDELL & ASSOCIATES, LLC	Shares	11.2KSH	$57.5K
24	Merit Financial Group, LLC	Shares	10.6KSH	$54.9K
25	Envestnet Portfolio Solutions, Inc.	Shares	10.4KSH	$53.6K
26	B. Riley Wealth Advisors, Inc.	Shares	10.9KSH	$53.6K
27	IFP Advisors, Inc	Shares	8.2KSH	$42.2K
28	EverSource Wealth Advisors, LLC	Shares	5.5KSH	$28.6K
29	SIGNATUREFD, LLC	Shares	5.5KSH	$28.2K
30	Farther Finance Advisors, LLC	Shares	5.1KSH	$26.4K
31	MassMutual Private Wealth & Trust, FSB	Shares	3.9KSH	$19.9K
32	GAMMA Investing LLC	Shares	3.6KSH	$18.7K
33	Owl Creek Wealth Partners LLC	Shares	3.4KSH	$17.4K
34	Versant Capital Management, Inc	Shares	3.0KSH	$15.5K
35	Blue Trust, Inc.	Shares	1.3KSH	$6.5K
36	True Wealth Design, LLC	Shares	359SH	$1.9K
37	Activest Wealth Management	Shares	299SH	$1.5K
38	SJS Investment Consulting Inc.	Shares	236SH	$1.2K
39	Fortitude Family Office, LLC	Shares	231SH	$1.2K
40	Physician Wealth Advisors, Inc.	Shares	221SH	$1.1K
41	Handelsbanken Fonder AB	Shares	203.5KSH	$1.1K
42	PARK AVENUE SECURITIES LLC	Shares	106.8KSH	$551
43	Cromwell Holdings LLC	Shares	94SH	$485
44	Bogart Wealth, LLC	Shares	59SH	$304
45	Creative Capital Management Investments LLC	Shares	42SH	$217
46	SBI Securities Co., Ltd.	Shares	31SH	$160
47	AMALGAMATED BANK	Shares	24.8KSH	$128
48	LRI Investments, LLC	Shares	9SH	$46
49	DiNuzzo Private Wealth, Inc.	Shares	4SH	$21
50	JFS WEALTH ADVISORS, LLC	Shares	2SH	$11

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

50 / 62 loaded

#		Instrument
1	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ added	Shares	+3.4M	+$14.7M	$35.5M
2	Robeco Institutional Asset Management B.V. new	Shares	+515.9K	+$2.7M	$2.7M
3	EVERGREEN CAPITAL MANAGEMENT LLC new	Shares	+70.1K	+$362.0K	$362.0K
4	Curated Wealth Partners LLC added	Shares	+37.0K	+$346.4K	$477.2K
5	SALEM INVESTMENT COUNSELORS INC new	Shares	+66.3K	+$342.2K	$342.2K
6	EXCHANGE TRADED CONCEPTS, LLC new	Shares	+48.7K	+$251.4K	$251.4K
7	Sivia Capital Partners, LLC new	Shares	+32.4K	+$167.3K	$167.3K
8	Brookstone Capital Management new	Shares	+32.0K	+$165.0K	$165.0K
9	Central Pacific Bank - Trust Division added	Shares	+22.1K	+$94.2K	$234.7K
10	Platform Technology Partners new	Shares	+12.0K	+$61.9K	$61.9K
11	Wedmont Private Capital added	Shares	+2.6K	+$19.1K	$81.7K
12	IFP Advisors, Inc added	Shares	+4.1K	+$17.7K	$42.2K
13	Owl Creek Wealth Partners LLC added	Shares	+3.3K	+$17.1K	$17.4K
14	Blue Trust, Inc. added	Shares	+1.2K	+$6.4K	$6.5K
15	Versant Capital Management, Inc added	Shares	+1.1K	+$4.4K	$15.5K
16	MassMutual Private Wealth & Trust, FSB added	Shares	+879	+$2.0K	$19.9K
17	Physician Wealth Advisors, Inc. new	Shares	+221	+$1.1K	$1.1K
18	Cromwell Holdings LLC added	Shares	+66	+$317	$485
19	Creative Capital Management Investments LLC new	Shares	+42	+$217	$217
20	ALBION FINANCIAL GROUP /UT new	Shares	0	$0	$0
21	Vermillion Wealth Management, Inc. exited	Shares	-1	-$6	$0
22	JFS WEALTH ADVISORS, LLC trimmed	Shares	-1	-$7	$11
23	DiNuzzo Private Wealth, Inc. trimmed	Shares	-3	-$21	$21
24	SBI Securities Co., Ltd. unchanged	Shares	0	-$26	$160
25	AMALGAMATED BANK trimmed	Shares	-3.8K	-$43	$128
26	Bogart Wealth, LLC unchanged	Shares	0	-$50	$304
27	Hughes Financial Services, LLC exited	Shares	-12	-$72	$0
28	PARK AVENUE SECURITIES LLC trimmed	Shares	-6.9K	-$131	$551
29	Handelsbanken Fonder AB trimmed	Shares	-2.3K	-$185	$1.1K
30	Fortitude Family Office, LLC trimmed	Shares	-20	-$314	$1.2K
31	Quaker Wealth Management, LLC exited	Shares	-79	-$474	$0
32	Activest Wealth Management trimmed	Shares	-543	-$3.5K	$1.5K
33	JNBA Financial Advisors exited	Shares	-589	-$3.5K	$0
34	LRI Investments, LLC trimmed	Shares	-759	-$4.6K	$46
35	SJS Investment Consulting Inc. trimmed	Shares	-988	-$6.1K	$1.2K
36	Richardson Capital Management LLC exited	Shares	-1.4K	-$8.3K	$0
37	B. Riley Wealth Advisors, Inc. added	Shares	+156	-$9.3K	$53.6K
38	Abound Wealth Management unchanged	Shares	0	-$10.0K	$60.8K
39	True Wealth Design, LLC trimmed	Shares	-2.5K	-$15.5K	$1.9K
40	SIGNATUREFD, LLC trimmed	Shares	-2.4K	-$19.2K	$28.2K
41	Cache Advisors, LLC unchanged	Shares	0	-$22.0K	$135.2K
42	ELEVATION WEALTH PARTNERS, LLC exited	Shares	-3.8K	-$22.6K	$0
43	Farther Finance Advisors, LLC trimmed	Shares	-4.2K	-$29.6K	$26.4K
44	GAMMA Investing LLC trimmed	Shares	-5.1K	-$33.6K	$18.7K
45	Hilltop National Bank exited	Shares	-7.3K	-$43.7K	$0
46	Sequoia Financial Advisors, LLC trimmed	Shares	-4.7K	-$48.5K	$123.9K
47	Lakeshore Financial Planning, Inc. unchanged	Shares	0	-$49.2K	$302.0K
48	EverSource Wealth Advisors, LLC trimmed	Shares	-10.2K	-$65.7K	$28.6K
49	BAKER TILLY WEALTH MANAGEMENT, LLC exited	Shares	-14.8K	-$88.9K	$0
50	NorthCrest Asset Manangement, LLC exited	Shares	-16.7K	-$100.3K	$0

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