Claritev Corp (CTEV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Sort by

Beach Point Capital Management LP

DECREASED

Shares750,599 from 770,612

Change-20,013 (-3%)

Value$15.9M (-$10.4M)

Filed 2026-10-20

Citigroup Inc

DECREASED

Shares30,506 from 32,927

Change-2,421 (-7%)

Value$645.8K (-$477.3K)

Filed 2026-11-04

Bank of New York Mellon Corp

DECREASED

Shares25,629 from 26,750

Change-1,121 (-4%)

Value$542.6K (-$369.9K)

Filed 2026-11-05

Creative Planning

INCREASED

Shares17,691 from 15,029

Change+2,662 (+18%)

Value$374.5K (-$138.1K)

Filed 2026-11-02

Wolverine Asset Management LLC

INCREASED

Shares9,955 from 1,561

Change+8,394 (+538%)

Value$210.7K (+$157.5K)

Filed 2026-11-02

Nisa Investment Advisors, LLC

UNCHANGED

Shares800 from 800

Change0 (0%)

Value$16.9K (-$10.4K)

Filed 2026-10-20

Strs Ohio

NEW

Shares600

Change+600

Value$12.7K

Filed 2026-10-30

Gamma Investing LLC

INCREASED

Shares494 from 419

Change+75 (+18%)

Value$10.5K (-$3.8K)

Filed 2026-10-08

US Bancorp \de\

DECREASED

Shares360 from 362

Change-2 (-1%)

Value$7.6K (-$4.7K)

Filed 2026-11-05

Sterling Capital Management LLC

INCREASED

Shares223 from 156

Change+67 (+43%)

Value$4.7K (-$600)

Filed 2026-10-22

Farther Finance Advisors, LLC

INCREASED

Shares209 from 184

Change+25 (+14%)

Value$4.4K (-$1.8K)

Filed 2026-10-08

EverSource Wealth Advisors, LLC

INCREASED

Shares181 from 175

Change+6 (+3%)

Value$3.8K (-$2.1K)

Filed 2026-11-04

Spire Wealth Management

UNCHANGED

Shares140 from 140

Change0 (0%)

Value$3.0K (-$1.8K)

Filed 2026-10-30

Parallel Advisors, LLC

INCREASED

Shares125 from 101

Change+24 (+24%)

Value$2.6K (-$799)

Filed 2026-11-03

SJS Investment Consulting Inc.

INCREASED

Shares115 from 26

Change+89 (+342%)

Value$2.4K (+$1.5K)

Filed 2026-10-26

Provenance Wealth Advisors, LLC

NEW

Shares82

Change+82

Value$1.7K

Filed 2026-10-30

Signaturefd, LLC

NEW

Shares71

Change+71

Value$1.5K

Filed 2026-10-23

Root Financial Partners, LLC

NEW

Shares51

Change+51

Value$1.1K

Filed 2026-10-21

Simplex Trading, LLC

INCREASED

Shares34 from 27

Change+7 (+26%)

Value$719 (-$201)

Filed 2026-11-04

True Wealth Design, LLC

DECREASED

Shares33 from 35

Change-2 (-6%)

Value$699 (-$495)

Filed 2026-10-13

Essential Partners LLC

DECREASED

Shares17 from 23

Change-6 (-26%)

Value$360 (-$425)

Filed 2026-10-14

IFP Advisors, Inc

NEW

Shares13

Change+13

Value$275

Filed 2026-10-16

Ascentis Wealth Management, LLC

NEW

Shares5

Change+5

Value$105

Filed 2026-11-03

SBI Securities Co., Ltd.

UNCHANGED

Shares5 from 5

Change0 (0%)

Value$106 (-$65)

Filed 2026-10-22

Lanark Financial, Inc.

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$21 (-$13)

Filed 2026-10-26

Cape Investment Advisory, Inc.

CLOSED

Shares0 from 475

Change-475 (-100%)

Value$0 (-$16.2K)

Filed 2026-10-13

Wealth Enhancement Trust Services, Inc.

CLOSED

Shares0 from 30

Change-30 (-100%)

Value$0 (-$1.0K)

Filed 2026-10-07

H&F Corporate Investors VIII, Ltd.

N/A

Shares— from 3,887,858

Change-3,887,858 (-100%)

Value—

Ares Management LLC

N/A

Shares— from 1,863,105

Change-1,863,105 (-100%)

Value—

Arini Capital Management Ltd

N/A

Shares— from 1,534,687

Change-1,534,687 (-100%)

Value—

Public Investment Fund

N/A

Shares— from 1,281,250

Change-1,281,250 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 723,217

Change-723,217 (-100%)

Value—

CPV Partners, LLC

N/A

Shares— from 495,258

Change-495,258 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 423,039

Change-423,039 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 353,904

Change-353,904 (-100%)

Value—

Geode Capital Management, LLC

N/A

Shares— from 225,151

Change-225,151 (-100%)

Value—

Caspian Capital LP

N/A

Shares— from 180,826

Change-180,826 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 174,011

Change-174,011 (-100%)

Value—

State Street Corp

N/A

Shares— from 170,395

Change-170,395 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 167,006

Change-167,006 (-100%)

Value—

RBF Capital, LLC

N/A

Shares— from 135,314

Change-135,314 (-100%)

Value—

Nomura Holdings Inc

N/A

Shares— from 131,760

Change-131,760 (-100%)

Value—

Scoggin Management LP

N/A

Shares— from 125,000

Change-125,000 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 93,714

Change-93,714 (-100%)

Value—

Allianz Asset Management GmbH

N/A

Shares— from 91,773

Change-91,773 (-100%)

Value—

OAK Hill Advisors LP

N/A

Shares— from 91,773

Change-91,773 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 80,986

Change-80,986 (-100%)

Value—

Aperture Investors, LLC

N/A

Shares— from 80,720

Change-80,720 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 75,162

Change-75,162 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 73,062

Change-73,062 (-100%)

Value—

FAS Wealth Partners, Inc.

N/A

Shares— from 67,397

Change-67,397 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 56,854

Change-56,854 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 46,015

Change-46,015 (-100%)

Value—

BNP Paribas Asset Management Holding S.A.

N/A

Shares— from 41,683

Change-41,683 (-100%)

Value—

Point72 Asset Management, L.P.

N/A

Shares— from 39,000

Change-39,000 (-100%)

Value—

UBS Group AG

N/A

Shares— from 32,340

Change-32,340 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 27,024

Change-27,024 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 21,864

Change-21,864 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 21,460

Change-21,460 (-100%)

Value—

Aristeia Capital, L.L.C.

N/A

Shares— from 19,617

Change-19,617 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 13,929

Change-13,929 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 13,533

Change-13,533 (-100%)

Value—

CastleKnight Management LP

N/A

Shares— from 13,000

Change-13,000 (-100%)

Value—

GSA Capital Partners LLP

N/A

Shares— from 12,659

Change-12,659 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 12,039

Change-12,039 (-100%)

Value—

Barclays PLC

N/A

Shares— from 11,558

Change-11,558 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 11,200

Change-11,200 (-100%)

Value—

Stephens Inc

N/A

Shares— from 10,650

Change-10,650 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 9,936

Change-9,936 (-100%)

Value—

Deutsche Bank Ag\

N/A

Shares— from 9,589

Change-9,589 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 9,580

Change-9,580 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 8,335

Change-8,335 (-100%)

Value—

Centiva Capital, LP

N/A

Shares— from 8,059

Change-8,059 (-100%)

Value—

ExodusPoint Capital Management, LP

N/A

Shares— from 7,824

Change-7,824 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 7,169

Change-7,169 (-100%)

Value—

Brevan Howard Capital Management LP

N/A

Shares— from 6,777

Change-6,777 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 5,211

Change-5,211 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 4,485

Change-4,485 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 4,240

Change-4,240 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 4,000

Change-4,000 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 3,588

Change-3,588 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 3,329

Change-3,329 (-100%)

Value—

Quantbot Technologies LP

N/A

Shares— from 2,657

Change-2,657 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 2,634

Change-2,634 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 2,550

Change-2,550 (-100%)

Value—

FMR LLC

N/A

Shares— from 2,509

Change-2,509 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 1,996

Change-1,996 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 1,273

Change-1,273 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 945

Change-945 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 884

Change-884 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 861

Change-861 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 540

Change-540 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 458

Change-458 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 444

Change-444 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 277

Change-277 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 275

Change-275 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 129

Change-129 (-100%)

Value—

Quarry LP

N/A

Shares— from 47

Change-47 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 40

Change-40 (-100%)

Value—

Clearstead Advisors, LLC

N/A

Shares— from 38

Change-38 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 38

Change-38 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 24

Change-24 (-100%)

Value—

Cornerstone Financial Management LLC

N/A

Shares— from 14

Change-14 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 10

Change-10 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 5

Change-5 (-100%)

Value—

Investors Portfolio Services LLC

N/A

Shares— from 4

Change-4 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Beach Point Capital Management LP	DECREASED	750,599	770,612	-20,013	-3%	$26.3M	$15.9M	-$10.4M	2026-10-20
Citigroup Inc	DECREASED	30,506	32,927	-2,421	-7%	$1.1M	$645.8K	-$477.3K	2026-11-04
Bank of New York Mellon Corp	DECREASED	25,629	26,750	-1,121	-4%	$912.4K	$542.6K	-$369.9K	2026-11-05
Creative Planning	INCREASED	17,691	15,029	+2,662	+18%	$512.6K	$374.5K	-$138.1K	2026-11-02
Wolverine Asset Management LLC	INCREASED	9,955	1,561	+8,394	+538%	$53.2K	$210.7K	+$157.5K	2026-11-02
Nisa Investment Advisors, LLC	UNCHANGED	800	800	0	0%	$27.3K	$16.9K	-$10.4K	2026-10-20
Strs Ohio	NEW	600	—	+600	—	—	$12.7K	—	2026-10-30
Gamma Investing LLC	INCREASED	494	419	+75	+18%	$14.3K	$10.5K	-$3.8K	2026-10-08
US Bancorp \de\	DECREASED	360	362	-2	-1%	$12.3K	$7.6K	-$4.7K	2026-11-05
Sterling Capital Management LLC	INCREASED	223	156	+67	+43%	$5.3K	$4.7K	-$600	2026-10-22
Farther Finance Advisors, LLC	INCREASED	209	184	+25	+14%	$6.3K	$4.4K	-$1.8K	2026-10-08
EverSource Wealth Advisors, LLC	INCREASED	181	175	+6	+3%	$6.0K	$3.8K	-$2.1K	2026-11-04
Spire Wealth Management	UNCHANGED	140	140	0	0%	$4.8K	$3.0K	-$1.8K	2026-10-30
Parallel Advisors, LLC	INCREASED	125	101	+24	+24%	$3.4K	$2.6K	-$799	2026-11-03
SJS Investment Consulting Inc.	INCREASED	115	26	+89	+342%	$887	$2.4K	+$1.5K	2026-10-26
Provenance Wealth Advisors, LLC	NEW	82	—	+82	—	—	$1.7K	—	2026-10-30
Signaturefd, LLC	NEW	71	—	+71	—	—	$1.5K	—	2026-10-23
Root Financial Partners, LLC	NEW	51	—	+51	—	—	$1.1K	—	2026-10-21
Simplex Trading, LLC	INCREASED	34	27	+7	+26%	$920	$719	-$201	2026-11-04
True Wealth Design, LLC	DECREASED	33	35	-2	-6%	$1.2K	$699	-$495	2026-10-13
Essential Partners LLC	DECREASED	17	23	-6	-26%	$785	$360	-$425	2026-10-14
IFP Advisors, Inc	NEW	13	—	+13	—	—	$275	—	2026-10-16
Ascentis Wealth Management, LLC	NEW	5	—	+5	—	—	$105	—	2026-11-03
SBI Securities Co., Ltd.	UNCHANGED	5	5	0	0%	$171	$106	-$65	2026-10-22
Lanark Financial, Inc.	UNCHANGED	1	1	0	0%	$34	$21	-$13	2026-10-26
Cape Investment Advisory, Inc.	CLOSED	0	475	-475	-100%	$16.2K	$0	-$16.2K	2026-10-13
Wealth Enhancement Trust Services, Inc.	CLOSED	0	30	-30	-100%	$1.0K	$0	-$1.0K	2026-10-07
H&F Corporate Investors VIII, Ltd.	N/A	—	3,887,858	-3,887,858	-100%	$132.6M	—	—	—
Ares Management LLC	N/A	—	1,863,105	-1,863,105	-100%	$63.6M	—	—	—
Arini Capital Management Ltd	N/A	—	1,534,687	-1,534,687	-100%	$52.3M	—	—	—
Public Investment Fund	N/A	—	1,281,250	-1,281,250	-100%	$43.7M	—	—	—
BlackRock, Inc.	N/A	—	723,217	-723,217	-100%	$24.7M	—	—	—
CPV Partners, LLC	N/A	—	495,258	-495,258	-100%	$16.9M	—	—	—
Vanguard Capital Management LLC	N/A	—	423,039	-423,039	-100%	$14.4M	—	—	—
Prudential Financial Inc	N/A	—	353,904	-353,904	-100%	$12.1M	—	—	—
Geode Capital Management, LLC	N/A	—	225,151	-225,151	-100%	$7.7M	—	—	—
Caspian Capital LP	N/A	—	180,826	-180,826	-100%	$6.2M	—	—	—
AQR Capital Management LLC	N/A	—	174,011	-174,011	-100%	$5.9M	—	—	—
State Street Corp	N/A	—	170,395	-170,395	-100%	$5.8M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	167,006	-167,006	-100%	$5.7M	—	—	—
RBF Capital, LLC	N/A	—	135,314	-135,314	-100%	$4.6M	—	—	—
Nomura Holdings Inc	N/A	—	131,760	-131,760	-100%	$4.5M	—	—	—
Scoggin Management LP	N/A	—	125,000	-125,000	-100%	$4.3M	—	—	—
Bank of America Corp	N/A	—	93,714	-93,714	-100%	$3.2M	—	—	—
Allianz Asset Management GmbH	N/A	—	91,773	-91,773	-100%	$3.1M	—	—	—
OAK Hill Advisors LP	N/A	—	91,773	-91,773	-100%	$3.1M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	80,986	-80,986	-100%	$2.8M	—	—	—
Aperture Investors, LLC	N/A	—	80,720	-80,720	-100%	$2.8M	—	—	—
Invesco Ltd.	N/A	—	75,162	-75,162	-100%	$2.6M	—	—	—
Northern Trust Corp	N/A	—	73,062	-73,062	-100%	$2.5M	—	—	—
FAS Wealth Partners, Inc.	N/A	—	67,397	-67,397	-100%	$2.3M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	56,854	-56,854	-100%	$1.9M	—	—	—
Renaissance Technologies LLC	N/A	—	46,015	-46,015	-100%	$1.6M	—	—	—
BNP Paribas Asset Management Holding S.A.	N/A	—	41,683	-41,683	-100%	$1.4M	—	—	—
Point72 Asset Management, L.P.	N/A	—	39,000	-39,000	-100%	$1.3M	—	—	—
UBS Group AG	N/A	—	32,340	-32,340	-100%	$1.1M	—	—	—
Goldman Sachs Group Inc	N/A	—	27,024	-27,024	-100%	$921.8K	—	—	—
Jane Street Group, LLC	N/A	—	21,864	-21,864	-100%	$745.8K	—	—	—
Morgan Stanley	N/A	—	21,460	-21,460	-100%	$732.0K	—	—	—
Aristeia Capital, L.L.C.	N/A	—	19,617	-19,617	-100%	$669.1K	—	—	—
Price T Rowe Associates Inc	N/A	—	13,929	-13,929	-100%	$476.0K	—	—	—
Marshall Wace, LLP	N/A	—	13,533	-13,533	-100%	$461.6K	—	—	—
CastleKnight Management LP	N/A	—	13,000	-13,000	-100%	$443.4K	—	—	—
GSA Capital Partners LLP	N/A	—	12,659	-12,659	-100%	$432.0K	—	—	—
Rhumbline Advisers	N/A	—	12,039	-12,039	-100%	$410.6K	—	—	—
Barclays PLC	N/A	—	11,558	-11,558	-100%	$394.2K	—	—	—
Alliancebernstein L.P.	N/A	—	11,200	-11,200	-100%	$183.0K	—	—	—
Stephens Inc	N/A	—	10,650	-10,650	-100%	$363.3K	—	—	—
Millennium Management LLC	N/A	—	9,936	-9,936	-100%	$338.9K	—	—	—
Deutsche Bank Ag\	N/A	—	9,589	-9,589	-100%	$327.1K	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	9,580	-9,580	-100%	$326.8K	—	—	—
Wells Fargo & Company	N/A	—	8,335	-8,335	-100%	$284.3K	—	—	—
Centiva Capital, LP	N/A	—	8,059	-8,059	-100%	$274.9K	—	—	—
ExodusPoint Capital Management, LP	N/A	—	7,824	-7,824	-100%	$266.9K	—	—	—
Engineers Gate Manager LP	N/A	—	7,169	-7,169	-100%	$244.5K	—	—	—
Brevan Howard Capital Management LP	N/A	—	6,777	-6,777	-100%	$231.2K	—	—	—
MetLife Investment Management, LLC	N/A	—	5,211	-5,211	-100%	$177.7K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	4,485	-4,485	-100%	$153.0K	—	—	—
JPMorgan Chase & Co	N/A	—	4,240	-4,240	-100%	$143.4K	—	—	—
New York State Common Retirement Fund	N/A	—	4,000	-4,000	-100%	$136.4K	—	—	—
BNP Paribas Financial Markets	N/A	—	3,588	-3,588	-100%	$122.4K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	3,329	-3,329	-100%	$113.6K	—	—	—
Quantbot Technologies LP	N/A	—	2,657	-2,657	-100%	$90.6K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	2,634	-2,634	-100%	$89.8K	—	—	—
Russell Investments Group, Ltd.	N/A	—	2,550	-2,550	-100%	$87.0K	—	—	—
FMR LLC	N/A	—	2,509	-2,509	-100%	$85.6K	—	—	—
Royal Bank of Canada	N/A	—	1,996	-1,996	-100%	$68.0K	—	—	—
Arax Advisory Partners	N/A	—	1,273	-1,273	-100%	$43.4K	—	—	—
Legal & General Group Plc	N/A	—	945	-945	-100%	$32.2K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	884	-884	-100%	$30.2K	—	—	—
Global Retirement Partners, LLC	N/A	—	861	-861	-100%	$29.4K	—	—	—
Public Employees Retirement System of Ohio	N/A	—	540	-540	-100%	$18.4K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	458	-458	-100%	$15.6K	—	—	—
Allworth Financial LP	N/A	—	444	-444	-100%	$15.1K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	277	-277	-100%	$9.4K	—	—	—
Osaic Holdings, Inc.	N/A	—	275	-275	-100%	$9.4K	—	—	—
California State Teachers Retirement System	N/A	—	129	-129	-100%	$4.4K	—	—	—
Quarry LP	N/A	—	47	-47	-100%	$1.6K	—	—	—
Rothschild Investment LLC	N/A	—	40	-40	-100%	$1.4K	—	—	—
Clearstead Advisors, LLC	N/A	—	38	-38	-100%	$1.3K	—	—	—
Jones Financial Companies Lllp	N/A	—	38	-38	-100%	$1.3K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	24	-24	-100%	$819	—	—	—
Cornerstone Financial Management LLC	N/A	—	14	-14	-100%	$478	—	—	—
Harbour Investments, Inc.	N/A	—	10	-10	-100%	$341	—	—	—
JPL Wealth Management, LLC	N/A	—	5	-5	-100%	$171	—	—	—
Investors Portfolio Services LLC	N/A	—	4	-4	-100%	$136	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	1	-1	-100%	$34	—	—	—

Showing 107 of 107 institutions