Filing Research | CLOV - CLOVER HEALTH INVESTMENTS CORP COM CL A Institutional Holdings

Snapshot holdings

30 / 30 loaded

#		Instrument	quantity
1	Farther Finance Advisors, LLC	Shares	265.6KSH	$1.4M
2	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	142.1KSH	$744.5K
3	Police & Firemen's Retirement System of New Jersey	Shares	124.1KSH	$650.1K
4	CAISSE DES DEPOTS ET CONSIGNATIONS	Shares	121.7KSH	$637.5K
5	Palacios Wealth Management, LLC	Shares	51.6KSH	$270.5K
6	SeaCrest Wealth Management, LLC	Shares	41.1KSH	$215.4K
7	Silverleafe Capital Partners, LLC	Shares	40.0KSH	$209.6K
8	Baader Bank Aktiengesellschaft	Shares	30.0KSH	$157.2K
9	Forum Financial Management, LP	Shares	24.1KSH	$126.4K
10	Rathbones Group PLC	Shares	22.0KSH	$115.3K
11	RFG Advisory, LLC	Shares	20.0KSH	$104.8K
12	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	20.9KSH	$92.9K
13	ANCHYRA PARTNERS LLC	Shares	15.2KSH	$79.8K
14	Everhart Financial Group, Inc.	Shares	12.5KSH	$65.7K
15	Triumph Capital Management	Shares	4.0KSH	$21.0K
16	Curated Wealth Partners LLC	Shares	10.0KSH	$11.2K
17	Cedar Mountain Advisors, LLC	Shares	2.0KSH	$10.5K
18	EverSource Wealth Advisors, LLC	Shares	1.1KSH	$5.8K
19	SJS Investment Consulting Inc.	Shares	1.0KSH	$5.3K
20	Spire Wealth Management	Shares	710SH	$3.7K
21	SIGNATUREFD, LLC	Shares	577SH	$3.0K
22	Physician Wealth Advisors, Inc.	Shares	571SH	$3.0K
23	VISION FINANCIAL MARKETS LLC	Shares	250SH	$1.3K
24	Crewe Advisors LLC	Shares	214SH	$1.1K
25	GAMMA Investing LLC	Shares	146SH	$765
26	CoreCap Advisors, LLC	Shares	100SH	$524
27	SBI Securities Co., Ltd.	Shares	82SH	$430
28	State of Alaska, Department of Revenue	Shares	24.0KSH	$125
29	AMALGAMATED BANK	Shares	11.4KSH	$60
30	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	8.7KSH	$46

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

37 / 37 loaded

#		Instrument
1	Farther Finance Advisors, LLC trimmed	Shares	-3.5K	+$934.4K	$1.4M
2	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+112.8K	+$693.0K	$744.5K
3	CAISSE DES DEPOTS ET CONSIGNATIONS new	Shares	+121.7K	+$637.5K	$637.5K
4	Police & Firemen's Retirement System of New Jersey added	Shares	+12.3K	+$453.4K	$650.1K
5	Baader Bank Aktiengesellschaft new	Shares	+30.0K	+$157.2K	$157.2K
6	SeaCrest Wealth Management, LLC unchanged	Shares	0	+$143.0K	$215.4K
7	Silverleafe Capital Partners, LLC unchanged	Shares	0	+$139.2K	$209.6K
8	Palacios Wealth Management, LLC unchanged	Shares	0	+$128.5K	$270.5K
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+20.9K	+$92.9K	$92.9K
10	Forum Financial Management, LP unchanged	Shares	0	+$83.9K	$126.4K
11	ANCHYRA PARTNERS LLC new	Shares	+15.2K	+$79.8K	$79.8K
12	RFG Advisory, LLC unchanged	Shares	0	+$69.6K	$104.8K
13	Everhart Financial Group, Inc. unchanged	Shares	0	+$43.7K	$65.7K
14	Rathbones Group PLC trimmed	Shares	-24.0K	+$34.3K	$115.3K
15	Triumph Capital Management trimmed	Shares	-8	+$13.9K	$21.0K
16	Curated Wealth Partners LLC new	Shares	+10.0K	+$11.2K	$11.2K
17	Cedar Mountain Advisors, LLC unchanged	Shares	0	+$7.0K	$10.5K
18	SJS Investment Consulting Inc. new	Shares	+1.0K	+$5.3K	$5.3K
19	EverSource Wealth Advisors, LLC added	Shares	+458	+$4.6K	$5.8K
20	Spire Wealth Management unchanged	Shares	0	+$2.5K	$3.7K
21	Physician Wealth Advisors, Inc. unchanged	Shares	0	+$2.0K	$3.0K
22	VISION FINANCIAL MARKETS LLC unchanged	Shares	0	+$908	$1.3K
23	Crewe Advisors LLC unchanged	Shares	0	+$745	$1.1K
24	GAMMA Investing LLC added	Shares	+72	+$635	$765
25	SIGNATUREFD, LLC trimmed	Shares	-872	+$473	$3.0K
26	CoreCap Advisors, LLC unchanged	Shares	0	+$348	$524
27	SBI Securities Co., Ltd. unchanged	Shares	0	+$286	$430
28	State of Alaska, Department of Revenue unchanged	Shares	0	+$83	$125
29	NEW YORK STATE TEACHERS RETIREMENT SYSTEM new	Shares	+8.7K	+$46	$46
30	AMALGAMATED BANK trimmed	Shares	-1.4K	+$37	$60
31	Hughes Financial Services, LLC exited	Shares	-1	-$2	$0
32	Marquette Asset Management, LLC exited	Shares	-239	-$421	$0
33	Patriot Financial Group Insurance Agency, LLC exited	Shares	-10.2K	-$18.0K	$0
34	marrick wealth, LLC exited	Shares	-15.0K	-$26.4K	$0
35	Y-Intercept (Hong Kong) Ltd exited	Shares	-25.5K	-$44.9K	$0
36	MISSION WEALTH MANAGEMENT, LP exited	Shares	-36.4K	-$64.0K	$0
37	SAPIENT CAPITAL LLC exited	Shares	-80.0K	-$140.8K	$0