Filing Research | CRGY - CRESCENT ENERGY COMPANY Institutional Holdings

Snapshot holdings

50 / 62 loaded

#		Instrument	quantity
1	Assenagon Asset Management S.A.	Shares	2.0MSH	$19.4M
2	Mizuho Markets Cayman LP	Shares	1.1MSH	$10.8M
3	MIZUHO MARKETS AMERICAS LLC	Shares	344.9KSH	$3.4M
4	PEREGRINE CAPITAL MANAGEMENT LLC	Shares	306.3KSH	$3.0M
5	McAlvany Wealth Management LLC	Shares	232.8KSH	$2.3M
6	Mraz, Amerine & Associates, Inc.	Shares	208.1KSH	$2.0M
7	MOODY NATIONAL BANK TRUST DIVISION	Shares	167.6KSH	$1.6M
8	Louisiana State Employees Retirement System	Shares	107.1KSH	$1.1M
9	DAVENPORT & Co LLC	Shares	82.0KSH	$805.2K
10	Police & Firemen's Retirement System of New Jersey	Shares	76.7KSH	$753.2K
11	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	65.2KSH	$640.2K
12	FIRST CITIZENS BANK & TRUST CO	Shares	64.2KSH	$630.8K
13	Envestnet Portfolio Solutions, Inc.	Shares	61.6KSH	$605.0K
14	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	58.0KSH	$569.1K
15	Welch Group, LLC	Shares	48.4KSH	$475.2K
16	Northside Capital Management, LLC	Shares	40.3KSH	$396.1K
17	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	41.7KSH	$394.6K
18	MONTGOMERY INVESTMENT MANAGEMENT INC	Shares	32.0KSH	$313.9K
19	Sequoia Financial Advisors, LLC	Shares	23.2KSH	$228.2K
20	SIGNATUREFD, LLC	Shares	20.1KSH	$197.6K
21	GAMMA Investing LLC	Shares	18.5KSH	$181.5K
22	Segment Wealth Management, LLC	Shares	15.3KSH	$149.8K
23	EQUITABLE TRUST CO	Shares	13.4KSH	$131.3K
24	INDEPENDENT FINANCIAL GROUP, LLC	Shares	11.2KSH	$110.0K
25	Merit Financial Group, LLC	Shares	10.3KSH	$101.0K
26	Versant Capital Management, Inc	Shares	5.3KSH	$52.0K
27	Founders Capital Management	Shares	2.0KSH	$19.6K
28	Farther Finance Advisors, LLC	Shares	1.8KSH	$17.6K
29	MassMutual Private Wealth & Trust, FSB	Shares	1.7KSH	$16.4K
30	True Wealth Design, LLC	Shares	1.5KSH	$14.8K
31	EverSource Wealth Advisors, LLC	Shares	1.4KSH	$13.9K
32	Physician Wealth Advisors, Inc.	Shares	1.1KSH	$11.1K
33	IFP Advisors, Inc	Shares	1.1KSH	$10.5K
34	Curated Wealth Partners LLC	Shares	10.0KSH	$10.2K
35	Spire Wealth Management	Shares	999SH	$9.8K
36	SBI Securities Co., Ltd.	Shares	893SH	$8.8K
37	FIRST HORIZON CORP	Shares	552SH	$5.4K
38	Valued Wealth Advisors LLC	Shares	394SH	$3.9K
39	CoreCap Advisors, LLC	Shares	345SH	$3.4K
40	Fortitude Family Office, LLC	Shares	262SH	$2.6K
41	Blue Trust, Inc.	Shares	215SH	$2.1K
42	Bogart Wealth, LLC	Shares	198SH	$1.9K
43	Corsicana & Co.	Shares	180SH	$1.8K
44	JFS WEALTH ADVISORS, LLC	Shares	143SH	$1.4K
45	Cedar Mountain Advisors, LLC	Shares	143SH	$1.4K
46	FARMERS & MERCHANTS INVESTMENTS INC	Shares	124SH	$1.2K
47	Owl Creek Wealth Partners LLC	Shares	114SH	$1.1K
48	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	95.8KSH	$940
49	State of Alaska, Department of Revenue	Shares	88.9KSH	$872
50	AMALGAMATED BANK	Shares	66.1KSH	$649

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

50 / 64 loaded

#		Instrument
1	Assenagon Asset Management S.A. new	Shares	+2.0M	+$19.4M	$19.4M
2	Mizuho Markets Cayman LP new	Shares	+1.1M	+$10.8M	$10.8M
3	Merit Financial Group, LLC new	Shares	+10.3K	+$101.0K	$101.0K
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+14.0K	+$23.3K	$394.6K
5	Curated Wealth Partners LLC new	Shares	+10.0K	+$10.2K	$10.2K
6	Spire Wealth Management new	Shares	+999	+$9.8K	$9.8K
7	IFP Advisors, Inc added	Shares	+666	+$5.1K	$10.5K
8	Bogart Wealth, LLC new	Shares	+198	+$1.9K	$1.9K
9	JFS WEALTH ADVISORS, LLC added	Shares	+100	+$824	$1.4K
10	Creative Capital Management Investments LLC new	Shares	+62	+$609	$609
11	Davis Capital Management new	Shares	+13	+$128	$128
12	DiNuzzo Private Wealth, Inc. added	Shares	+4	+$6	$128
13	Capital Advisors, Ltd. LLC unchanged	Shares	0	$0	$0
14	CONTRAVISORY INVESTMENT MANAGEMENT, INC. unchanged	Shares	0	-$2	$7
15	Hughes Financial Services, LLC unchanged	Shares	0	-$12	$29
16	Community Financial Services Group, LLC unchanged	Shares	0	-$26	$76
17	GILPIN WEALTH MANAGEMENT, LLC added	Shares	+5	-$68	$364
18	FINANCIAL CONSULATE, INC unchanged	Shares	0	-$73	$197
19	SJS Investment Consulting Inc. trimmed	Shares	-10	-$139	$10
20	Corsicana & Co. unchanged	Shares	0	-$255	$1.8K
21	AMALGAMATED BANK trimmed	Shares	-3.7K	-$292	$649
22	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+2.7K	-$317	$940
23	Owl Creek Wealth Partners LLC unchanged	Shares	0	-$419	$1.1K
24	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	-$456	$1.2K
25	Cedar Mountain Advisors, LLC unchanged	Shares	0	-$527	$1.4K
26	CoreCap Advisors, LLC added	Shares	+55	-$527	$3.4K
27	Fortitude Family Office, LLC added	Shares	+19	-$708	$2.6K
28	Blue Trust, Inc. unchanged	Shares	0	-$792	$2.1K
29	State of Alaska, Department of Revenue trimmed	Shares	-39.4K	-$859	$872
30	Farther Finance Advisors, LLC added	Shares	+250	-$2.0K	$17.6K
31	Vermillion Wealth Management, Inc. exited	Shares	-202	-$2.7K	$0
32	EverSource Wealth Advisors, LLC added	Shares	+180	-$2.8K	$13.9K
33	FIRST HORIZON CORP trimmed	Shares	-81	-$3.1K	$5.4K
34	Physician Wealth Advisors, Inc. added	Shares	+45	-$3.6K	$11.1K
35	LRI Investments, LLC trimmed	Shares	-371	-$5.0K	$98
36	True Wealth Design, LLC unchanged	Shares	0	-$5.5K	$14.8K
37	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-25	-$6.5K	$16.4K
38	Founders Capital Management unchanged	Shares	0	-$7.4K	$19.6K
39	Valued Wealth Advisors LLC trimmed	Shares	-536	-$8.7K	$3.9K
40	Sound Income Strategies, LLC exited	Shares	-817	-$10.4K	$0
41	Versant Capital Management, Inc added	Shares	+667	-$10.5K	$52.0K
42	SBI Securities Co., Ltd. trimmed	Shares	-1.7K	-$26.1K	$8.8K
43	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+1.0K	-$27.7K	$110.0K
44	EQUITABLE TRUST CO unchanged	Shares	0	-$49.2K	$131.3K
45	Segment Wealth Management, LLC unchanged	Shares	0	-$56.1K	$149.8K
46	SIGNATUREFD, LLC added	Shares	+1.3K	-$56.5K	$197.6K
47	GAMMA Investing LLC trimmed	Shares	-39	-$68.5K	$181.5K
48	Sequoia Financial Advisors, LLC trimmed	Shares	-169	-$87.8K	$228.2K
49	MONTGOMERY INVESTMENT MANAGEMENT INC trimmed	Shares	-1.6K	-$139.7K	$313.9K
50	Northside Capital Management, LLC unchanged	Shares	0	-$148.4K	$396.1K

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