Filing Research | YOU - Clear Secure Inc Cl A Institutional Holdings

Snapshot holdings

50 / 77 loaded

#		Instrument	quantity
1	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	1.5MSH	$82.5M
2	COOKSON PEIRCE & CO INC	Shares	282.8KSH	$15.8M
3	Vest Financial, LLC	Shares	177.7KSH	$9.9M
4	Avory & Company, LLC	Shares	73.9KSH	$4.1M
5	CWA Asset Management Group, LLC	Shares	49.6KSH	$2.8M
6	Louisiana State Employees Retirement System	Shares	40.1KSH	$2.2M
7	Cornerstone Wealth Management, LLC	Shares	35.6KSH	$2.0M
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	32.8KSH	$1.8M
9	LANARK FINANCIAL, INC.	Shares	29.5KSH	$1.6M
10	Police & Firemen's Retirement System of New Jersey	Shares	28.1KSH	$1.6M
11	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	24.3KSH	$1.4M
12	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	21.7KSH	$1.2M
13	Accurate Wealth Management, LLC	Shares	21.1KSH	$1.2M
14	Castle Rock Wealth Management, LLC	Shares	14.4KSH	$802.1K
15	Ledgewood Wealth Advisors, LLC	Shares	13.0KSH	$724.5K
16	Unique Wealth Strategies, LLC	Shares	11.9KSH	$662.1K
17	BURNEY CO/	Shares	10.9KSH	$610.2K
18	Gallacher Capital Management LLC	Shares	10.5KSH	$582.9K
19	Farther Finance Advisors, LLC	Shares	10.3KSH	$575.1K
20	Merit Financial Group, LLC	Shares	10.0KSH	$555.9K
21	HARBOR INVESTMENT ADVISORY, LLC	Shares	9.6KSH	$532.4K
22	GAMMA Investing LLC	Shares	8.6KSH	$478.1K
23	MARATHON CAPITAL MANAGEMENT	Shares	8.0KSH	$445.8K
24	EverSource Wealth Advisors, LLC	Shares	7.8KSH	$434.1K
25	CoreCap Advisors, LLC	Shares	7.1KSH	$398.1K
26	Yorktown Management & Research Co Inc	Shares	6.3KSH	$353.9K
27	Procyon Advisors, LLC	Shares	6.1KSH	$337.5K
28	Abel Hall, LLC	Shares	5.8KSH	$324.0K
29	Realta Investment Advisors	Shares	5.5KSH	$306.3K
30	Arlington Trust Co LLC	Shares	5.3KSH	$297.9K
31	D.A. DAVIDSON & CO.	Shares	4.9KSH	$273.1K
32	TOTH FINANCIAL ADVISORY CORP	Shares	4.4KSH	$245.2K
33	Innova Wealth Partners	Shares	4.2KSH	$231.3K
34	Themes Management Co LLC	Shares	4.1KSH	$227.5K
35	Blue Trust, Inc.	Shares	3.8KSH	$212.3K
36	EXCHANGE TRADED CONCEPTS, LLC	Shares	3.7KSH	$207.0K
37	Poehling Capital Management, INC.	Shares	3.7KSH	$206.2K
38	1620 INVESTMENT ADVISORS, INC.	Shares	3.1KSH	$173.0K
39	SBI Securities Co., Ltd.	Shares	2.8KSH	$153.9K
40	IFP Advisors, Inc	Shares	2.0KSH	$111.0K
41	Holos Integrated Wealth LLC	Shares	1.5KSH	$86.4K
42	Steigerwald, Gordon & Koch Inc.	Shares	1.5KSH	$83.6K
43	DHJJ Financial Advisors, Ltd.	Shares	940SH	$52.4K
44	FIRST HORIZON CORP	Shares	552SH	$30.8K
45	MassMutual Private Wealth & Trust, FSB	Shares	249SH	$13.9K
46	Versant Capital Management, Inc	Shares	240SH	$13.4K
47	SIGNATUREFD, LLC	Shares	219SH	$12.2K
48	Retirement Wealth Solutions LLC	Shares	163SH	$9.1K
49	Fortitude Family Office, LLC	Shares	153SH	$8.5K
50	Crewe Advisors LLC	Shares	135SH	$7.5K

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

50 / 79 loaded

#		Instrument
1	WEDGE CAPITAL MANAGEMENT L L P/NC new	Shares	+1.5M	+$82.5M	$82.5M
2	COOKSON PEIRCE & CO INC added	Shares	+38.2K	+$3.9M	$15.8M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+6.8K	+$475.1K	$1.8M
4	Police & Firemen's Retirement System of New Jersey added	Shares	+4.1K	+$405.3K	$1.6M
5	Farther Finance Advisors, LLC added	Shares	+6.7K	+$399.5K	$575.1K
6	CoreCap Advisors, LLC new	Shares	+7.1K	+$398.1K	$398.1K
7	Procyon Advisors, LLC new	Shares	+6.1K	+$337.5K	$337.5K
8	Louisiana State Employees Retirement System added	Shares	+800	+$332.3K	$2.2M
9	Cornerstone Wealth Management, LLC added	Shares	+88	+$265.1K	$2.0M
10	TOTH FINANCIAL ADVISORY CORP new	Shares	+4.4K	+$245.2K	$245.2K
11	Innova Wealth Partners new	Shares	+4.2K	+$231.3K	$231.3K
12	Themes Management Co LLC new	Shares	+4.1K	+$227.5K	$227.5K
13	LANARK FINANCIAL, INC. trimmed	Shares	-77	+$212.3K	$1.6M
14	Poehling Capital Management, INC. new	Shares	+3.7K	+$206.2K	$206.2K
15	YOUSIF CAPITAL MANAGEMENT, LLC added	Shares	+346	+$194.6K	$1.4M
16	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-215	+$148.5K	$1.2M
17	Unique Wealth Strategies, LLC added	Shares	+1.2K	+$144.1K	$662.1K
18	Merit Financial Group, LLC added	Shares	+659	+$105.0K	$555.9K
19	Ledgewood Wealth Advisors, LLC unchanged	Shares	0	+$95.2K	$724.5K
20	BURNEY CO/ added	Shares	+180	+$88.9K	$610.2K
21	GAMMA Investing LLC added	Shares	+351	+$79.8K	$478.1K
22	IFP Advisors, Inc added	Shares	+1.2K	+$74.2K	$111.0K
23	Vest Financial, LLC trimmed	Shares	-25.4K	+$72.0K	$9.9M
24	HARBOR INVESTMENT ADVISORY, LLC added	Shares	+30	+$71.4K	$532.4K
25	Accurate Wealth Management, LLC trimmed	Shares	-2.7K	+$67.1K	$1.2M
26	EverSource Wealth Advisors, LLC added	Shares	+89	+$61.4K	$434.1K
27	Castle Rock Wealth Management, LLC trimmed	Shares	-104	+$56.6K	$802.1K
28	Avory & Company, LLC trimmed	Shares	-10.0K	+$54.8K	$4.1M
29	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+570	+$54.8K	$207.0K
30	Abel Hall, LLC added	Shares	+107	+$47.7K	$324.0K
31	Yorktown Management & Research Co Inc unchanged	Shares	0	+$46.5K	$353.9K
32	Realta Investment Advisors unchanged	Shares	0	+$40.2K	$306.3K
33	1620 INVESTMENT ADVISORS, INC. added	Shares	+353	+$39.8K	$173.0K
34	Arlington Trust Co LLC unchanged	Shares	0	+$39.1K	$297.9K
35	D.A. DAVIDSON & CO. unchanged	Shares	0	+$35.9K	$273.1K
36	Blue Trust, Inc. added	Shares	+67	+$31.1K	$212.3K
37	SBI Securities Co., Ltd. trimmed	Shares	-141	+$13.4K	$153.9K
38	Steigerwald, Gordon & Koch Inc. unchanged	Shares	0	+$11.0K	$83.6K
39	Crewe Advisors LLC new	Shares	+135	+$7.5K	$7.5K
40	DHJJ Financial Advisors, Ltd. unchanged	Shares	0	+$6.9K	$52.4K
41	Fortitude Family Office, LLC added	Shares	+106	+$6.3K	$8.5K
42	SIGNATUREFD, LLC added	Shares	+93	+$6.1K	$12.2K
43	Holos Integrated Wealth LLC unchanged	Shares	0	+$5.1K	$86.4K
44	FIRST HORIZON CORP unchanged	Shares	0	+$4.0K	$30.8K
45	MassMutual Private Wealth & Trust, FSB added	Shares	+28	+$3.2K	$13.9K
46	Wealth Enhancement Trust Services, Inc. new	Shares	+55	+$3.1K	$3.1K
47	True Wealth Design, LLC added	Shares	+37	+$2.3K	$4.1K
48	Versant Capital Management, Inc unchanged	Shares	0	+$1.8K	$13.4K
49	JFS WEALTH ADVISORS, LLC added	Shares	+17	+$1.2K	$2.8K
50	Retirement Wealth Solutions LLC unchanged	Shares	0	+$1.2K	$9.1K

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