CTEV Claritev Corporation
Claritev Corporation (CTEV) Institutional Ownership
What the institutions did with CTEV last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| Beach Point Capital Management LP | 750.6K | 89.2% |
| CITIGROUP INC | 30.5K | 3.6% |
| Bank of New York Mellon Corp | 25.6K | 3.0% |
| Creative Planning | 17.7K | 2.1% |
| WOLVERINE ASSET MANAGEMENT LLC | 10.0K | 1.2% |
| BARCLAYS PLC | 3.9K | 0.5% |
| NISA INVESTMENT ADVISORS, LLC | 800 | 0.1% |
| STRS OHIO | 600 | 0.1% |
| GAMMA Investing LLC | 494 | 0.1% |
| US BANCORP \DE\ | 360 | 0.0% |
| Sterling Capital Management LLC | 223 | 0.0% |
| Farther Finance Advisors, LLC | 209 | 0.0% |
| EverSource Wealth Advisors, LLC | 181 | 0.0% |
| Spire Wealth Management | 140 | 0.0% |
| Parallel Advisors, LLC | 125 | 0.0% |
| SJS Investment Consulting Inc. | 115 | 0.0% |
| Provenance Wealth Advisors, LLC | 82 | 0.0% |
| SIGNATUREFD, LLC | 71 | 0.0% |
| Root Financial Partners, LLC | 51 | 0.0% |
| SIMPLEX TRADING, LLC | 34 | 0.0% |
| True Wealth Design, LLC | 33 | 0.0% |
| PNC Financial Services Group, Inc. | 29 | 0.0% |
| Essential Partners LLC | 17 | 0.0% |
| IFP Advisors, Inc | 13 | 0.0% |
| SBI Securities Co., Ltd. | 5 | 0.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Beach Point Capital Management LP | Reduced | 770.6K | 750.6K | -20.0K |
| WOLVERINE ASSET MANAGEMENT LLC | Increased | 1.6K | 10.0K | +8.4K |
| BARCLAYS PLC | Reduced | 11.6K | 3.9K | -7.7K |
| Creative Planning | Increased | 15.0K | 17.7K | +2.7K |
| CITIGROUP INC | Reduced | 32.9K | 30.5K | -2.4K |
| Bank of New York Mellon Corp | Reduced | 26.8K | 25.6K | -1.1K |
| STRS OHIO | New | 0 | 600 | +600 |
| Cape Investment Advisory, Inc. | Sold Out | 475 | 0 | -475 |
| SJS Investment Consulting Inc. | Increased | 26 | 115 | +89 |
| Provenance Wealth Advisors, LLC | New | 0 | 82 | +82 |
| GAMMA Investing LLC | Increased | 419 | 494 | +75 |
| SIGNATUREFD, LLC | New | 0 | 71 | +71 |
| Sterling Capital Management LLC | Increased | 156 | 223 | +67 |
| Root Financial Partners, LLC | New | 0 | 51 | +51 |
| Clearstead Advisors, LLC | Reduced | 38 | 3 | -35 |
| Wealth Enhancement Trust Services, Inc. | Sold Out | 30 | 0 | -30 |
| Farther Finance Advisors, LLC | Increased | 184 | 209 | +25 |
| Parallel Advisors, LLC | Increased | 101 | 125 | +24 |
| IFP Advisors, Inc | New | 0 | 13 | +13 |
| SIMPLEX TRADING, LLC | Increased | 27 | 34 | +7 |
| EverSource Wealth Advisors, LLC | Increased | 175 | 181 | +6 |
| Essential Partners LLC | Reduced | 23 | 17 | -6 |
| PNC Financial Services Group, Inc. | Increased | 24 | 29 | +5 |
| Ascentis Wealth Management, LLC | New | 0 | 5 | +5 |
| US BANCORP \DE\ | Reduced | 362 | 360 | -2 |
| True Wealth Design, LLC | Reduced | 35 | 33 | -2 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.