Filing Research | CRNC - CERENCE INC Institutional Holdings

Snapshot holdings

30 / 30 loaded

#		Instrument	quantity
1	ACORN FINANCIAL ADVISORY SERVICES INC /ADV	Shares	88.9KSH	$1.0M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	50.1KSH	$524.5K
3	Themes Management Co LLC	Shares	44.0KSH	$497.6K
4	Y-Intercept (Hong Kong) Ltd	Shares	17.2KSH	$194.2K
5	Wealthcare Advisory Partners LLC	Shares	17.1KSH	$193.4K
6	Olympiad Research LP	Shares	17.0KSH	$193.0K
7	Cornerstone Wealth Management, LLC	Shares	11.8KSH	$133.5K
8	Mosley Wealth Management	Shares	11.6KSH	$131.4K
9	Merit Financial Group, LLC	Shares	11.5KSH	$129.9K
10	Police & Firemen's Retirement System of New Jersey	Shares	11.4KSH	$128.8K
11	Mirae Asset Global Investments Co., Ltd.	Shares	6.6KSH	$74.3K
12	SBI Securities Co., Ltd.	Shares	3.4KSH	$38.1K
13	Curated Wealth Partners LLC	Shares	30.0KSH	$33.6K
14	EverSource Wealth Advisors, LLC	Shares	2.4KSH	$26.8K
15	GAMMA Investing LLC	Shares	1.9KSH	$21.6K
16	True Wealth Design, LLC	Shares	1.6KSH	$18.3K
17	SIGNATUREFD, LLC	Shares	1.5KSH	$17.2K
18	Community Financial Services Group, LLC	Shares	1.3KSH	$14.6K
19	Versant Capital Management, Inc	Shares	1.3KSH	$14.5K
20	Farther Finance Advisors, LLC	Shares	1.2KSH	$13.6K
21	IFP Advisors, Inc	Shares	991SH	$11.2K
22	SALEM INVESTMENT COUNSELORS INC	Shares	705SH	$8.0K
23	Wealth Enhancement Trust Services, Inc.	Shares	140SH	$1.6K
24	Marquette Asset Management, LLC	Shares	74SH	$838
25	SJS Investment Consulting Inc.	Shares	72SH	$816
26	CoreCap Advisors, LLC	Shares	56SH	$634
27	Noble Wealth Management PBC	Shares	44SH	$498
28	Key FInancial Inc	Shares	12SH	$136
29	Crewe Advisors LLC	Shares	1SH	$12
30	Capital Advisors, Ltd. LLC	Shares	81SH	$1

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

34 / 34 loaded

#		Instrument
1	ACORN FINANCIAL ADVISORY SERVICES INC /ADV trimmed	Shares	-20.7K	+$314.7K	$1.0M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+19.6K	+$303.1K	$524.5K
3	Themes Management Co LLC trimmed	Shares	-4.5K	+$191.6K	$497.6K
4	Merit Financial Group, LLC new	Shares	+11.5K	+$129.9K	$129.9K
5	Mosley Wealth Management added	Shares	+11.0K	+$124.1K	$131.4K
6	Olympiad Research LP added	Shares	+4.7K	+$114.9K	$193.0K
7	Wealthcare Advisory Partners LLC trimmed	Shares	-425	+$82.9K	$193.4K
8	Cornerstone Wealth Management, LLC added	Shares	+1.8K	+$70.3K	$133.5K
9	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$57.0K	$128.8K
10	Mirae Asset Global Investments Co., Ltd. added	Shares	+476	+$35.9K	$74.3K
11	Curated Wealth Partners LLC new	Shares	+30.0K	+$33.6K	$33.6K
12	EverSource Wealth Advisors, LLC added	Shares	+635	+$15.9K	$26.8K
13	SBI Securities Co., Ltd. trimmed	Shares	-182	+$15.7K	$38.1K
14	Versant Capital Management, Inc added	Shares	+1.3K	+$14.3K	$14.5K
15	GAMMA Investing LLC added	Shares	+251	+$11.2K	$21.6K
16	IFP Advisors, Inc added	Shares	+808	+$10.1K	$11.2K
17	True Wealth Design, LLC added	Shares	+126	+$8.9K	$18.3K
18	SIGNATUREFD, LLC trimmed	Shares	-10	+$7.5K	$17.2K
19	Farther Finance Advisors, LLC added	Shares	+254	+$7.1K	$13.6K
20	Community Financial Services Group, LLC unchanged	Shares	0	+$6.0K	$14.6K
21	SALEM INVESTMENT COUNSELORS INC unchanged	Shares	0	+$3.5K	$8.0K
22	Wealth Enhancement Trust Services, Inc. new	Shares	+140	+$1.6K	$1.6K
23	Marquette Asset Management, LLC new	Shares	+74	+$838	$838
24	SJS Investment Consulting Inc. added	Shares	+27	+$532	$816
25	CoreCap Advisors, LLC added	Shares	+12	+$356	$634
26	Noble Wealth Management PBC unchanged	Shares	0	+$220	$498
27	Key FInancial Inc unchanged	Shares	0	+$60	$136
28	Crewe Advisors LLC unchanged	Shares	0	+$5	$12
29	Capital Advisors, Ltd. LLC unchanged	Shares	0	$0	$1
30	Fortitude Family Office, LLC exited	Shares	-9	-$57	$0
31	MassMutual Private Wealth & Trust, FSB exited	Shares	-9	-$57	$0
32	Global Wealth Strategies & Associates exited	Shares	-12	-$76	$0
33	Sound Income Strategies, LLC exited	Shares	-60	-$406	$0
34	Y-Intercept (Hong Kong) Ltd trimmed	Shares	-137.2K	-$779.9K	$194.2K