Filing Research | CLEARWATER ANALYTICS HLDGS I Institutional Holdings

Snapshot holdings

1 / 1 loaded

#		Instrument	quantity
1	IFP Advisors, Inc	Shares	196SH	$4.8K

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

39 / 39 loaded

#		Instrument
1	EQUITEC PROPRIETARY MARKETS, LLC exited	PUT	-10.5K	$0	$0
2	AMALGAMATED BANK exited	Shares	-8.8K	-$207	$0
3	Hughes Financial Services, LLC exited	Shares	-11	-$260	$0
4	TopTier Wealth Management, LLC exited	Shares	-11	-$260	$0
5	AdvisorNet Financial, Inc exited	Shares	-20	-$473	$0
6	IFP Advisors, Inc trimmed	Shares	-33	-$602	$4.8K
7	Torren Management, LLC exited	Shares	-28	-$662	$0
8	Quaker Wealth Management, LLC exited	Shares	-32	-$757	$0
9	TEALWOOD ASSET MANAGEMENT INC exited	Shares	-60.2K	-$1.4K	$0
10	Physician Wealth Advisors, Inc. exited	Shares	-68	-$1.6K	$0
11	Marquette Asset Management, LLC exited	Shares	-78	-$1.8K	$0
12	Handelsbanken Fonder AB exited	Shares	-83.2K	-$2.0K	$0
13	True Wealth Design, LLC exited	Shares	-126	-$3.0K	$0
14	Richardson Capital Management LLC exited	Shares	-144	-$3.4K	$0
15	Sound Income Strategies, LLC exited	Shares	-150	-$3.6K	$0
16	Fortitude Family Office, LLC exited	Shares	-156	-$3.7K	$0
17	FNY Investment Advisers, LLC exited	Shares	-213.5K	-$5.0K	$0
18	FIRST HORIZON CORP exited	Shares	-429	-$10.1K	$0
19	Owl Creek Wealth Partners LLC exited	Shares	-520	-$12.3K	$0
20	SIGNATUREFD, LLC exited	Shares	-663	-$15.7K	$0
21	Versant Capital Management, Inc exited	Shares	-909	-$21.5K	$0
22	SYQUANT CAPITAL SAS exited	Shares	-974.5K	-$23.0K	$0
23	SBI Securities Co., Ltd. exited	Shares	-1.1K	-$26.4K	$0
24	Farther Finance Advisors, LLC exited	Shares	-1.5K	-$35.7K	$0
25	Hilltop National Bank exited	Shares	-1.6K	-$38.6K	$0
26	EverSource Wealth Advisors, LLC exited	Shares	-2.4K	-$56.0K	$0
27	GAMMA Investing LLC exited	Shares	-4.1K	-$96.4K	$0
28	Y-Intercept (Hong Kong) Ltd exited	Shares	-11.7K	-$275.5K	$0
29	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC exited	Shares	-12.9K	-$306.7K	$0
30	Yorktown Management & Research Co Inc exited	Shares	-16.7K	-$395.0K	$0
31	Abel Hall, LLC exited	Shares	-16.9K	-$400.4K	$0
32	HM PAYSON & CO exited	Shares	-37.5K	-$886.9K	$0
33	Paradiem, LLC exited	Shares	-37.9K	-$896.0K	$0
34	Aaron Wealth Advisors LLC exited	Shares	-52.9K	-$1.3M	$0
35	Police & Firemen's Retirement System of New Jersey exited	Shares	-76.0K	-$1.8M	$0
36	OAK RIDGE INVESTMENTS LLC exited	Shares	-95.1K	-$2.2M	$0
37	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS exited	Shares	-100.0K	-$2.4M	$0
38	CREDIT INDUSTRIEL ET COMMERCIAL exited	Shares	-311.4K	-$7.4M	$0
39	Conestoga Capital Advisors, LLC exited	Shares	-633.5K	-$15.0M	$0