Filing Research | CLAR - CLARUS CORP NEW Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

13 / 13 loaded

#		Instrument	quantity
1	PARTHENON LLC	Shares	1.2MSH	$3.9M
2	BUILDER INVESTMENT GROUP INC /ADV	Shares	139.4KSH	$439.1K
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	38.8KSH	$130.4K
4	Marquette Asset Management, LLC	Shares	29.3KSH	$92.3K
5	Curated Wealth Partners LLC	Shares	15.0KSH	$17.6K
6	EverSource Wealth Advisors, LLC	Shares	590SH	$1.9K
7	MassMutual Private Wealth & Trust, FSB	Shares	252SH	$794
8	Farther Finance Advisors, LLC	Shares	118SH	$375
9	True Wealth Design, LLC	Shares	117SH	$369
10	GAMMA Investing LLC	Shares	103SH	$324
11	Wealth Enhancement Trust Services, Inc.	Shares	32SH	$101
12	SJS Investment Consulting Inc.	Shares	26SH	$82
13	SBI Securities Co., Ltd.	Shares	25SH	$79

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

16 / 16 loaded

#		Instrument
1	PARTHENON LLC added	Shares	+94.9K	+$792.1K	$3.9M
2	Marquette Asset Management, LLC new	Shares	+29.3K	+$92.3K	$92.3K
3	BUILDER INVESTMENT GROUP INC /ADV added	Shares	+52	+$60.1K	$439.1K
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+6.1K	+$42.4K	$130.4K
5	Curated Wealth Partners LLC new	Shares	+15.0K	+$17.6K	$17.6K
6	MassMutual Private Wealth & Trust, FSB new	Shares	+252	+$794	$794
7	EverSource Wealth Advisors, LLC added	Shares	+193	+$780	$1.9K
8	True Wealth Design, LLC added	Shares	+115	+$363	$369
9	GAMMA Investing LLC new	Shares	+103	+$324	$324
10	Wealth Enhancement Trust Services, Inc. new	Shares	+32	+$101	$101
11	SJS Investment Consulting Inc. added	Shares	+23	+$73	$82
12	SBI Securities Co., Ltd. unchanged	Shares	0	+$11	$79
13	IFP Advisors, Inc exited	Shares	-32	-$87	$0
14	Farther Finance Advisors, LLC trimmed	Shares	-512	-$1.3K	$375
15	Police & Firemen's Retirement System of New Jersey exited	Shares	-9.9K	-$26.9K	$0
16	ARS Investment Partners, LLC exited	Shares	-80.6K	-$219.3K	$0

Filing Research | CLAR - CLARUS CORP NEW Institutional Holdings