Filing Research | CRC - CALIFORNIA RES CORP Institutional Holdings

Snapshot holdings

50 / 52 loaded

#		Instrument	quantity
1	DAVENPORT & Co LLC	Shares	220.9KSH	$11.6M
2	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	212.3KSH	$11.2M
3	Y-Intercept (Hong Kong) Ltd	Shares	76.1KSH	$4.0M
4	Louisiana State Employees Retirement System	Shares	34.2KSH	$1.8M
5	EXCHANGE TRADED CONCEPTS, LLC	Shares	25.5KSH	$1.3M
6	Mraz, Amerine & Associates, Inc.	Shares	22.5KSH	$1.2M
7	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	22.2KSH	$1.2M
8	Police & Firemen's Retirement System of New Jersey	Shares	21.7KSH	$1.1M
9	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	18.5KSH	$979.7K
10	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	17.7KSH	$929.1K
11	Unison Advisors LLC	Shares	15.4KSH	$814.3K
12	SIERRA SUMMIT ADVISORS LLC	Shares	14.5KSH	$768.1K
13	Versant Capital Management, Inc	Shares	10.0KSH	$528.6K
14	MOODY NATIONAL BANK TRUST DIVISION	Shares	9.5KSH	$500.0K
15	Burns Matteson Capital Management, LLC	Shares	8.0KSH	$421.2K
16	ANCHYRA PARTNERS LLC	Shares	6.2KSH	$326.2K
17	Merit Financial Group, LLC	Shares	5.5KSH	$289.7K
18	Commonwealth Financial Services, LLC	Shares	5.4KSH	$287.3K
19	Park Capital Management, LLC / WI	Shares	5.4KSH	$284.0K
20	BFSG, LLC	Shares	5.2KSH	$272.6K
21	Symmetry Partners, LLC	Shares	4.9KSH	$259.9K
22	Crossmark Global Holdings, Inc.	Shares	3.8KSH	$202.4K
23	Farther Finance Advisors, LLC	Shares	2.1KSH	$110.3K
24	GAMMA Investing LLC	Shares	1.9KSH	$99.3K
25	EverSource Wealth Advisors, LLC	Shares	1.4KSH	$75.7K
26	Bellecapital International Ltd.	Shares	785SH	$41.5K
27	SIGNATUREFD, LLC	Shares	399SH	$21.1K
28	True Wealth Design, LLC	Shares	360SH	$19.0K
29	MassMutual Private Wealth & Trust, FSB	Shares	314SH	$16.6K
30	IFP Advisors, Inc	Shares	223SH	$11.8K
31	Curated Wealth Partners LLC	Shares	10.0KSH	$10.2K
32	Fortitude Family Office, LLC	Shares	178SH	$9.4K
33	CoreCap Advisors, LLC	Shares	132SH	$7.0K
34	Cedar Mountain Advisors, LLC	Shares	119SH	$6.3K
35	SBI Securities Co., Ltd.	Shares	89SH	$4.7K
36	Valued Wealth Advisors LLC	Shares	56SH	$3.0K
37	JFS WEALTH ADVISORS, LLC	Shares	46SH	$2.4K
38	FARMERS & MERCHANTS INVESTMENTS INC	Shares	43SH	$2.3K
39	Physician Wealth Advisors, Inc.	Shares	30SH	$1.6K
40	State of Alaska, Department of Revenue	Shares	29.0KSH	$1.5K
41	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	24.3KSH	$1.3K
42	Creative Capital Management Investments LLC	Shares	22SH	$1.2K
43	AMALGAMATED BANK	Shares	20.9KSH	$1.1K
44	Wealth Enhancement Trust Services, Inc.	Shares	16SH	$846
45	GILPIN WEALTH MANAGEMENT, LLC	Shares	9SH	$476
46	Hughes Financial Services, LLC	Shares	9SH	$476
47	SJS Investment Consulting Inc.	Shares	9SH	$476
48	Davis Capital Management	Shares	4SH	$211
49	LRI Investments, LLC	Shares	4SH	$211
50	MARYLAND CAPITAL ADVISORS INC.	Shares	1SH	$53

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

50 / 57 loaded

#		Instrument
1	Y-Intercept (Hong Kong) Ltd new	Shares	+76.1K	+$4.0M	$4.0M
2	SIERRA SUMMIT ADVISORS LLC new	Shares	+14.5K	+$768.1K	$768.1K
3	MOODY NATIONAL BANK TRUST DIVISION new	Shares	+9.5K	+$500.0K	$500.0K
4	Burns Matteson Capital Management, LLC new	Shares	+8.0K	+$421.2K	$421.2K
5	ANCHYRA PARTNERS LLC new	Shares	+6.2K	+$326.2K	$326.2K
6	Commonwealth Financial Services, LLC new	Shares	+5.4K	+$287.3K	$287.3K
7	Park Capital Management, LLC / WI new	Shares	+5.4K	+$284.0K	$284.0K
8	Symmetry Partners, LLC new	Shares	+4.9K	+$259.9K	$259.9K
9	Bellecapital International Ltd. new	Shares	+785	+$41.5K	$41.5K
10	Farther Finance Advisors, LLC added	Shares	+755	+$22.4K	$110.3K
11	SIGNATUREFD, LLC added	Shares	+260	+$11.5K	$21.1K
12	Curated Wealth Partners LLC new	Shares	+10.0K	+$10.2K	$10.2K
13	Fortitude Family Office, LLC added	Shares	+144	+$7.1K	$9.4K
14	CoreCap Advisors, LLC new	Shares	+132	+$7.0K	$7.0K
15	Creative Capital Management Investments LLC new	Shares	+22	+$1.2K	$1.2K
16	SBI Securities Co., Ltd. added	Shares	+33	+$829	$4.7K
17	IFP Advisors, Inc added	Shares	+64	+$784	$11.8K
18	JFS WEALTH ADVISORS, LLC added	Shares	+21	+$702	$2.4K
19	Hughes Financial Services, LLC new	Shares	+9	+$476	$476
20	Davis Capital Management new	Shares	+4	+$211	$211
21	LRI Investments, LLC new	Shares	+4	+$211	$211
22	Capital Advisors, Ltd. LLC unchanged	Shares	0	$0	$1
23	CX Institutional trimmed	Shares	-478	-$48	$47
24	GILPIN WEALTH MANAGEMENT, LLC added	Shares	+1	-$78	$476
25	SJS Investment Consulting Inc. unchanged	Shares	0	-$147	$476
26	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+2.6K	-$220	$1.3K
27	Wealth Enhancement Trust Services, Inc. unchanged	Shares	0	-$262	$846
28	Abound Wealth Management exited	Shares	-4	-$277	$0
29	Vermillion Wealth Management, Inc. exited	Shares	-5	-$346	$0
30	AMALGAMATED BANK trimmed	Shares	-1.5K	-$446	$1.1K
31	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	-$703	$2.3K
32	State of Alaska, Department of Revenue trimmed	Shares	-13.1K	-$1.4K	$1.5K
33	Physician Wealth Advisors, Inc. trimmed	Shares	-14	-$1.5K	$1.6K
34	Cedar Mountain Advisors, LLC unchanged	Shares	0	-$1.9K	$6.3K
35	True Wealth Design, LLC trimmed	Shares	-14	-$6.9K	$19.0K
36	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-47	-$8.4K	$16.6K
37	Sound Income Strategies, LLC exited	Shares	-130	-$8.6K	$0
38	Valued Wealth Advisors LLC trimmed	Shares	-363	-$26.0K	$3.0K
39	GAMMA Investing LLC added	Shares	+28	-$28.8K	$99.3K
40	Crossmark Global Holdings, Inc. trimmed	Shares	-148	-$72.8K	$202.4K
41	EverSource Wealth Advisors, LLC trimmed	Shares	-803	-$79.0K	$75.7K
42	BFSG, LLC trimmed	Shares	-100	-$91.2K	$272.6K
43	Merit Financial Group, LLC trimmed	Shares	-227	-$105.3K	$289.7K
44	Versant Capital Management, Inc unchanged	Shares	0	-$163.5K	$528.6K
45	Brucke Financial, Inc. exited	Shares	-3.0K	-$210.2K	$0
46	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+413	-$242.0K	$929.1K
47	Unison Advisors LLC added	Shares	+94	-$245.3K	$814.3K
48	Robeco Institutional Asset Management B.V. exited	Shares	-3.6K	-$251.3K	$0
49	Police & Firemen's Retirement System of New Jersey added	Shares	+1.5K	-$252.4K	$1.1M
50	JACKSON SQUARE CAPITAL, LLC exited	Shares	-4.1K	-$285.3K	$0

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