Filing Research | CORT - CORCEPT THERAPEUTICS INC Institutional Holdings

Snapshot holdings

50 / 76 loaded

#		Instrument	quantity
1	Boston Trust Walden Corp	Shares	440.3KSH	$38.3M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	76.3KSH	$6.6M
3	Hennion & Walsh Asset Management, Inc.	Shares	45.4KSH	$4.0M
4	Police & Firemen's Retirement System of New Jersey	Shares	43.4KSH	$3.8M
5	Louisiana State Employees Retirement System	Shares	41.9KSH	$3.6M
6	Linden Thomas Advisory Services, LLC	Shares	34.6KSH	$3.0M
7	OAK RIDGE INVESTMENTS LLC	Shares	34.2KSH	$3.0M
8	Simplify Asset Management Inc.	Shares	26.4KSH	$2.3M
9	BURNEY CO/	Shares	24.2KSH	$2.1M
10	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	23.2KSH	$2.0M
11	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	22.7KSH	$2.0M
12	CAMPBELL NEWMAN ASSET MANAGEMENT INC	Shares	18.0KSH	$1.6M
13	JAMES INVESTMENT RESEARCH, INC.	Shares	17.1KSH	$1.5M
14	Evanson Financial, LLC	Shares	12.5KSH	$1.1M
15	Merit Financial Group, LLC	Shares	11.9KSH	$1.0M
16	Rathbones Group PLC	Shares	11.8KSH	$1.0M
17	FIRST CITIZENS BANK & TRUST CO	Shares	10.9KSH	$949.1K
18	Envestnet Portfolio Solutions, Inc.	Shares	10.6KSH	$923.1K
19	Unique Wealth Strategies, LLC	Shares	9.3KSH	$809.9K
20	QRG CAPITAL MANAGEMENT, INC.	Shares	9.0KSH	$786.2K
21	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	9.0KSH	$783.8K
22	Formidable Asset Management, LLC	Shares	7.8KSH	$680.6K
23	Cache Advisors, LLC	Shares	7.5KSH	$652.1K
24	Sequoia Financial Advisors, LLC	Shares	7.4KSH	$645.4K
25	Yorktown Management & Research Co Inc	Shares	6.5KSH	$565.2K
26	Waldron Private Wealth LLC	Shares	5.6KSH	$488.1K
27	Procyon Advisors, LLC	Shares	5.6KSH	$487.4K
28	AA Financial Advisors, LLC	Shares	5.0KSH	$434.8K
29	EAGLE ROCK INVESTMENT COMPANY, LLC	Shares	4.8KSH	$413.0K
30	GAMMA Investing LLC	Shares	4.6KSH	$403.4K
31	NorthCrest Asset Manangement, LLC	Shares	3.9KSH	$359.5K
32	Pine Valley Investments Ltd Liability Co	Shares	4.0KSH	$352.1K
33	Ballentine Partners, LLC	Shares	4.0KSH	$351.1K
34	Wedmont Private Capital	Shares	3.1KSH	$288.4K
35	Breakwater Capital Group	Shares	2.8KSH	$246.2K
36	Sivia Capital Partners, LLC	Shares	2.7KSH	$234.9K
37	Crossmark Global Holdings, Inc.	Shares	2.5KSH	$221.3K
38	Diversified Trust Co	Shares	2.4KSH	$210.2K
39	EverSource Wealth Advisors, LLC	Shares	1.7KSH	$146.7K
40	SIGNATUREFD, LLC	Shares	1.1KSH	$91.6K
41	Farther Finance Advisors, LLC	Shares	1.0KSH	$87.7K
42	ST GERMAIN D J CO INC	Shares	1.0KSH	$87.0K
43	IFP Advisors, Inc	Shares	909SH	$79.0K
44	True Wealth Design, LLC	Shares	529SH	$46.0K
45	Vision Retirement, LLC	Shares	500SH	$43.5K
46	Curated Wealth Partners LLC	Shares	35.0KSH	$40.0K
47	MassMutual Private Wealth & Trust, FSB	Shares	432SH	$37.6K
48	Blue Trust, Inc.	Shares	419SH	$36.4K
49	SBI Securities Co., Ltd.	Shares	325SH	$28.3K
50	ELEVATION WEALTH PARTNERS, LLC	Shares	176SH	$15.3K

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

50 / 78 loaded

#		Instrument
1	Boston Trust Walden Corp trimmed	Shares	-22.3K	+$19.6M	$38.3M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+76.3K	+$6.6M	$6.6M
3	Police & Firemen's Retirement System of New Jersey added	Shares	+2.8K	+$2.1M	$3.8M
4	Hennion & Walsh Asset Management, Inc. trimmed	Shares	-550	+$2.1M	$4.0M
5	Louisiana State Employees Retirement System added	Shares	+400	+$2.0M	$3.6M
6	OAK RIDGE INVESTMENTS LLC added	Shares	+9.3K	+$2.0M	$3.0M
7	YOUSIF CAPITAL MANAGEMENT, LLC added	Shares	+316	+$1.1M	$2.0M
8	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-494	+$1.0M	$2.0M
9	Merit Financial Group, LLC new	Shares	+11.9K	+$1.0M	$1.0M
10	Rathbones Group PLC new	Shares	+11.8K	+$1.0M	$1.0M
11	CAMPBELL NEWMAN ASSET MANAGEMENT INC added	Shares	+797	+$873.9K	$1.6M
12	JAMES INVESTMENT RESEARCH, INC. unchanged	Shares	0	+$798.6K	$1.5M
13	Simplify Asset Management Inc. trimmed	Shares	-11.3K	+$776.2K	$2.3M
14	Sequoia Financial Advisors, LLC new	Shares	+7.4K	+$645.4K	$645.4K
15	Yorktown Management & Research Co Inc new	Shares	+6.5K	+$565.2K	$565.2K
16	Linden Thomas Advisory Services, LLC trimmed	Shares	-26.6K	+$543.0K	$3.0M
17	FIRST CITIZENS BANK & TRUST CO added	Shares	+113	+$513.7K	$949.1K
18	Envestnet Portfolio Solutions, Inc. added	Shares	+184	+$502.6K	$923.1K
19	QRG CAPITAL MANAGEMENT, INC. added	Shares	+1.8K	+$495.6K	$786.2K
20	Procyon Advisors, LLC new	Shares	+5.6K	+$487.4K	$487.4K
21	EAGLE ROCK INVESTMENT COMPANY, LLC new	Shares	+4.8K	+$413.0K	$413.0K
22	EVERGREEN CAPITAL MANAGEMENT LLC trimmed	Shares	-252	+$410.3K	$783.8K
23	NorthCrest Asset Manangement, LLC new	Shares	+3.9K	+$359.5K	$359.5K
24	Pine Valley Investments Ltd Liability Co new	Shares	+4.0K	+$352.1K	$352.1K
25	Ballentine Partners, LLC new	Shares	+4.0K	+$351.1K	$351.1K
26	Cache Advisors, LLC unchanged	Shares	0	+$349.8K	$652.1K
27	Wedmont Private Capital new	Shares	+3.1K	+$288.4K	$288.4K
28	GAMMA Investing LLC added	Shares	+1.6K	+$282.0K	$403.4K
29	Waldron Private Wealth LLC unchanged	Shares	0	+$261.8K	$488.1K
30	BURNEY CO/ trimmed	Shares	-21.6K	+$255.0K	$2.1M
31	Breakwater Capital Group new	Shares	+2.8K	+$246.2K	$246.2K
32	Sivia Capital Partners, LLC new	Shares	+2.7K	+$234.9K	$234.9K
33	AA Financial Advisors, LLC unchanged	Shares	0	+$233.2K	$434.8K
34	Crossmark Global Holdings, Inc. new	Shares	+2.5K	+$221.3K	$221.3K
35	Diversified Trust Co new	Shares	+2.4K	+$210.2K	$210.2K
36	Formidable Asset Management, LLC trimmed	Shares	-3.9K	+$209.8K	$680.6K
37	Unique Wealth Strategies, LLC trimmed	Shares	-7.3K	+$141.7K	$809.9K
38	EverSource Wealth Advisors, LLC added	Shares	+1.3K	+$133.0K	$146.7K
39	IFP Advisors, Inc added	Shares	+773	+$73.6K	$79.0K
40	Farther Finance Advisors, LLC added	Shares	+648	+$72.7K	$87.7K
41	SIGNATUREFD, LLC added	Shares	+542	+$71.0K	$91.6K
42	ST GERMAIN D J CO INC unchanged	Shares	0	+$46.6K	$87.0K
43	True Wealth Design, LLC new	Shares	+529	+$46.0K	$46.0K
44	Curated Wealth Partners LLC new	Shares	+35.0K	+$40.0K	$40.0K
45	Vision Retirement, LLC unchanged	Shares	0	+$23.3K	$43.5K
46	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-86	+$16.7K	$37.6K
47	Blue Trust, Inc. trimmed	Shares	-71	+$16.7K	$36.4K
48	SBI Securities Co., Ltd. trimmed	Shares	-16	+$14.5K	$28.3K
49	Versant Capital Management, Inc added	Shares	+145	+$13.9K	$15.0K
50	Wealth Enhancement Trust Services, Inc. new	Shares	+128	+$11.1K	$11.1K

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