Concurrent-Investment-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, null, null, null, "ENVX", "PINS", null, "ARES", "HOOD", "AX", "MPWR", "FN", "ACAD", "GDX", "POOL", null, "TROW", "NLY", "PBR-A", "FTAI", "RJF", "AES", "ARW", "AAL", "BROS", "STRL", "FLO", "IRIX", "HP", null, null, null, "RF", "ALSN", "QSR", "SMCI", "ONON", "MQT", "ASPN", "SNOW", "MU", null, "JXN", "STR", "NVG", null, "MPLX", "ACN", null, null, "PBH", "MMM", "CASH", "ABNB", "ABT", "ABBV", null, "ADBE", "OBDC", "APD", "BABA", "PAA", "MAIN", null, "SBR", "NGVT", "JLL", "ATI", null, "VONG", null, null, "ALL", null, "GOOGL", null, null, "VDE", null, null, "AXP", "JFR", "JQC", null, "GDXJ", "NMZ", null, "ADMA", null, "AIG", "TEAM", "ASML", "T", "BLK", null, null, null, "ADX", "AYI", null, "AWF", null, null, null, "CAT", "BUD", "AVDE", "AVGO", "APP", "LOW", "BRO", "AIT", null, "ABR", "CP.TO", "BDJ", "ARCC", "BIT", "BTZ", "BLW", null, "WRB", null, null, "BSX", null, null, null, "BLBD", null, null, null, 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Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-29
- Total Holdings
- 1,197
- Total Value
- 3776684844
- Accession Number
- 0001667731-25-000551
- Form Type
- 13F-HR
- Manager Name
- Concurrent-Investment-Advisors
Data Enrichment
69% identified824 identified373 unidentified
Holdings
1,197 positions • $3.8B total value
Manager:
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Page 27 of 60
33734X176
Shares:8.0K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$3.8B)
92204A207
Shares:4.8K
Value:$1.0M
% of Portfolio:0.0% ($1.0M/$3.8B)
Shares:6.2K
Value:$1.0M
% of Portfolio:0.0% ($1.0M/$3.8B)
33738D606
Shares:47.3K
Value:$1.0M
% of Portfolio:0.0% ($1.0M/$3.8B)
87283Q867
Shares:31.2K
Value:$1.0M
% of Portfolio:0.0% ($1.0M/$3.8B)
Shares:52.7K
Value:$1.0M
% of Portfolio:0.0% ($1.0M/$3.8B)
Shares:72.0K
Value:$1.0M
% of Portfolio:0.0% ($1.0M/$3.8B)
46435G847
Shares:29.5K
Value:$986.0K
% of Portfolio:0.0% ($986.0K/$3.8B)
25434V500
Shares:16.4K
Value:$978.8K
% of Portfolio:0.0% ($978.8K/$3.8B)
14022A102
Shares:40.6K
Value:$969.1K
% of Portfolio:0.0% ($969.1K/$3.8B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip33734X176)✕ | 8.0K | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$3.8B) | ||
| 7.6K | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$3.8B) | |||
(cusip92204A207)✕ | 4.8K | All Managers (Combined) | $1.0M | 0.0% ($1.0M/$3.8B) | ||
| 6.2K | All Managers (Combined) | $1.0M | 0.0% ($1.0M/$3.8B) | |||
| 2.0K | All Managers (Combined) | $1.0M | 0.0% ($1.0M/$3.8B) | |||
| 5.1K | QoQ NEW(+5.1K) YoY NEW(+5.1K) | All Managers (Combined) | $1.0M | 0.0% ($1.0M/$3.8B) | QoQ NEW(+$1.0M) YoY NEW(+$1.0M) | |
| 1.5K | All Managers (Combined) | $1.0M | 0.0% ($1.0M/$3.8B) | |||
(cusip33738D606)✕ | 47.3K | All Managers (Combined) | $1.0M | 0.0% ($1.0M/$3.8B) | ||
(cusip87283Q867)✕ | 31.2K | YoY NEW(+31.2K) | All Managers (Combined) | $1.0M | 0.0% ($1.0M/$3.8B) | YoY NEW(+$1.0M) |
| 16.8K | All Managers (Combined) | $1.0M | 0.0% ($1.0M/$3.8B) | |||
| 52.7K | All Managers (Combined) | $1.0M | 0.0% ($1.0M/$3.8B) | |||
| 72.0K | QoQ NEW(+72.0K) YoY NEW(+72.0K) | All Managers (Combined) | $1.0M | 0.0% ($1.0M/$3.8B) | QoQ NEW(+$1.0M) YoY NEW(+$1.0M) | |
Cadence Bank(CADEcusip12740C103) | 32.6K | All Managers (Combined) | $989.1K | 0.0% ($989.1K/$3.8B) | ||
| 20.5K | All Managers (Combined) | $986.2K | 0.0% ($986.2K/$3.8B) | |||
(cusip46435G847)✕ | 29.5K | YoY NEW(+29.5K) | All Managers (Combined) | $986.0K | 0.0% ($986.0K/$3.8B) | YoY NEW(+$986.0K) |
(cusip25434V500)✕ | 16.4K | YoY NEW(+16.4K) | All Managers (Combined) | $978.8K | 0.0% ($978.8K/$3.8B) | YoY NEW(+$978.8K) |
| 13.4K | All Managers (Combined) | $974.0K | 0.0% ($974.0K/$3.8B) | |||
| 5.4K | QoQ NEW(+5.4K) YoY NEW(+5.4K) | All Managers (Combined) | $973.6K | 0.0% ($973.6K/$3.8B) | QoQ NEW(+$973.6K) YoY NEW(+$973.6K) | |
(cusip14022A102)✕ | 40.6K | QoQ NEW(+40.6K) YoY NEW(+40.6K) | All Managers (Combined) | $969.1K | 0.0% ($969.1K/$3.8B) | QoQ NEW(+$969.1K) YoY NEW(+$969.1K) |
| 78.0K | YoY NEW(+78.0K) | All Managers (Combined) | $968.3K | 0.0% ($968.3K/$3.8B) | YoY NEW(+$968.3K) |