Filing Research | CLW - CLEARWATER PAPER CORP Institutional Holdings

Snapshot holdings

21 / 21 loaded

#		Instrument	quantity
1	Assenagon Asset Management S.A.	Shares	144.4KSH	$2.3M
2	Marquette Asset Management, LLC	Shares	39.0KSH	$611.5K
3	D.A. DAVIDSON & CO.	Shares	34.5KSH	$541.0K
4	Jefferson Bridge Capital, LLC	Shares	27.7KSH	$435.0K
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	12.5KSH	$197.3K
6	Significant Wealth Partners LLC	Shares	10.2KSH	$160.2K
7	Versant Capital Management, Inc	Shares	4.6KSH	$72.6K
8	Police & Firemen's Retirement System of New Jersey	Shares	4.5KSH	$70.5K
9	Investors Research Corp	Shares	3.1KSH	$49.4K
10	Farther Finance Advisors, LLC	Shares	982SH	$15.5K
11	EverSource Wealth Advisors, LLC	Shares	931SH	$14.6K
12	Curated Wealth Partners LLC	Shares	12.0KSH	$12.0K
13	GAMMA Investing LLC	Shares	506SH	$7.9K
14	IFP Advisors, Inc	Shares	352SH	$5.5K
15	FIRST HORIZON CORP	Shares	269SH	$4.2K
16	True Wealth Design, LLC	Shares	159SH	$2.5K
17	Fortitude Family Office, LLC	Shares	67SH	$1.1K
18	Wealth Enhancement Trust Services, Inc.	Shares	31SH	$486
19	SJS Investment Consulting Inc.	Shares	6SH	$95
20	SBI Securities Co., Ltd.	Shares	1SH	$16
21	State of Alaska, Department of Revenue	Shares	632SH	$9

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

23 / 23 loaded

#		Instrument
1	Assenagon Asset Management S.A. added	Shares	+30.4K	+$624.6K	$2.3M
2	Marquette Asset Management, LLC new	Shares	+39.0K	+$611.5K	$611.5K
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+12.5K	+$197.3K	$197.3K
4	Significant Wealth Partners LLC new	Shares	+10.2K	+$160.2K	$160.2K
5	D.A. DAVIDSON & CO. trimmed	Shares	-400	+$39.1K	$541.0K
6	Jefferson Bridge Capital, LLC unchanged	Shares	0	+$36.1K	$435.0K
7	Versant Capital Management, Inc added	Shares	+965	+$19.9K	$72.6K
8	EverSource Wealth Advisors, LLC added	Shares	+871	+$13.7K	$14.6K
9	Farther Finance Advisors, LLC added	Shares	+771	+$12.4K	$15.5K
10	Curated Wealth Partners LLC new	Shares	+12.0K	+$12.0K	$12.0K
11	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$5.8K	$70.5K
12	IFP Advisors, Inc added	Shares	+314	+$5.0K	$5.5K
13	FIRST HORIZON CORP new	Shares	+269	+$4.2K	$4.2K
14	Investors Research Corp unchanged	Shares	0	+$4.1K	$49.4K
15	True Wealth Design, LLC added	Shares	+133	+$2.1K	$2.5K
16	GAMMA Investing LLC added	Shares	+67	+$1.6K	$7.9K
17	Fortitude Family Office, LLC new	Shares	+67	+$1.1K	$1.1K
18	Wealth Enhancement Trust Services, Inc. new	Shares	+31	+$486	$486
19	SJS Investment Consulting Inc. new	Shares	+6	+$95	$95
20	SBI Securities Co., Ltd. new	Shares	+1	+$16	$16
21	State of Alaska, Department of Revenue unchanged	Shares	0	$0	$9
22	Sound Income Strategies, LLC exited	Shares	-24	-$351	$0
23	WEDGE CAPITAL MANAGEMENT L L P/NC exited	Shares	-128.2K	-$1.8M	$0