Filing Research | CTEV - CLARITEV CORPORATION Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

13 / 13 loaded

#		Instrument	quantity
1	Beach Point Capital Management LP	Shares	770.6KSH	$26.3M
2	Police & Firemen's Retirement System of New Jersey	Shares	3.3KSH	$113.6K
3	Curated Wealth Partners LLC	Shares	30.0KSH	$34.2K
4	Cape Investment Advisory, Inc.	Shares	475SH	$16.2K
5	GAMMA Investing LLC	Shares	419SH	$14.3K
6	Farther Finance Advisors, LLC	Shares	184SH	$6.3K
7	EverSource Wealth Advisors, LLC	Shares	175SH	$6.0K
8	Spire Wealth Management	Shares	140SH	$4.8K
9	True Wealth Design, LLC	Shares	35SH	$1.2K
10	Wealth Enhancement Trust Services, Inc.	Shares	30SH	$1.0K
11	SJS Investment Consulting Inc.	Shares	26SH	$887
12	SBI Securities Co., Ltd.	Shares	5SH	$171
13	LANARK FINANCIAL, INC.	Shares	1SH	$34

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

14 / 14 loaded

#		Instrument
1	Beach Point Capital Management LP trimmed	Shares	-24.7K	+$13.3M	$26.3M
2	Police & Firemen's Retirement System of New Jersey added	Shares	+1.5K	+$83.2K	$113.6K
3	Curated Wealth Partners LLC new	Shares	+30.0K	+$34.2K	$34.2K
4	GAMMA Investing LLC added	Shares	+18	+$7.7K	$14.3K
5	EverSource Wealth Advisors, LLC added	Shares	+159	+$5.7K	$6.0K
6	Farther Finance Advisors, LLC added	Shares	+99	+$4.8K	$6.3K
7	Spire Wealth Management unchanged	Shares	0	+$2.5K	$4.8K
8	True Wealth Design, LLC new	Shares	+35	+$1.2K	$1.2K
9	Wealth Enhancement Trust Services, Inc. new	Shares	+30	+$1.0K	$1.0K
10	SJS Investment Consulting Inc. added	Shares	+25	+$870	$887
11	SBI Securities Co., Ltd. unchanged	Shares	0	+$89	$171
12	LANARK FINANCIAL, INC. unchanged	Shares	0	+$18	$34
13	IFP Advisors, Inc exited	Shares	-14	-$229	$0
14	Cape Investment Advisory, Inc. trimmed	Shares	-9.8K	-$150.9K	$16.2K

Filing Research | CTEV - CLARITEV CORPORATION Institutional Holdings