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CWAN

Clearwater Analytics

Delisted

CWAN was delisted on the 24th of June, 2026.

Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
251
Cambridge Investment Research Advisors
Iowa
$517K +$430K +21,448 New
Vanguard Personalized Indexing Management
252
Vanguard Personalized Indexing Management
California
$496K +$412K +20,555 New
RRA
253
Round Rock Advisors
Connecticut
$489K +$406K +20,262 New
COI
254
Connable Office Inc
Michigan
$486K +$146K +7,302 +57%
BCM
255
Bluefin Capital Management
New York
$482K +$401K +20,000 New
OGC
256
One68 Global Capital
New York
$482K +$401K +20,000 New
CFO
257
Callan Family Office
Pennsylvania
$466K +$387K +19,301 New
DF
258
Dunhill Financial
United Kingdom
$458K +$100 +5 +0%
DAS
259
Diversify Advisory Services
Utah
$449K -$183K -9,127 -33%
CWM
260
CIBC World Markets
New York
$445K +$370K +18,470 New
YC
261
Yarbrough Capital
Tennessee
$425K
Susquehanna International Group
262
Susquehanna International Group
Pennsylvania
$422K -$2.91M -145,434 -89%
Carson Wealth (CWM LLC)
263
Carson Wealth (CWM LLC)
Nebraska
$417K +$158K +7,882 +84%
Prudential Financial
264
Prudential Financial
New Jersey
$413K -$304K -15,170 -47%
Fidelity Investments
265
Fidelity Investments
Massachusetts
$413K +$195K +9,721 +131%
YMRC
266
Yorktown Management & Research Company
Virginia
$403K +$334K +16,700 New
Mercer Global Advisors
267
Mercer Global Advisors
Colorado
$400K +$332K +16,599 New
VA
268
Vident Advisory
Georgia
$395K -$6.51K -325 -2%
TVPW
269
Third View Private Wealth
Connecticut
$389K +$323K +16,142 New
PWG
270
Portside Wealth Group
Utah
$384K +$280 +14 +0.1%
Amundi
271
Amundi
France
$377K +$313K +15,650 New
Mackenzie Financial
272
Mackenzie Financial
Ontario, Canada
$372K +$10.9K +545 +4%
FC
273
FCA Corp
Texas
$367K -$4.53K -226 -1%
C
274
Covestor
United Kingdom
$362K +$178K +8,874 +145%
Public Employees Retirement Association of Colorado
275
Public Employees Retirement Association of Colorado
Colorado
$361K