CLPT · Company research
ClearPoint Neuro, Inc. Common Stock (CLPT): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
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Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 1710537 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3 | 54 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| CONWAY CAPITAL MANAGEMENT, INC. | 2044929 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 92975 | 1658674 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Financial Engines Advisors L.L.C. | 1420473 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 105033 | 1873789 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Federation des caisses Desjardins du Quebec | 2022297 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 950 | 16948 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| GEODE CAPITAL MANAGEMENT, LLC | 1214717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 643117 | 11476870 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| BlackRock, Inc. | 2012383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1153745 | 20582811 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Financial Management Professionals, Inc. | 1568132 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 768 | 13701 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2100121 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 194584 | 3471379 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| RHUMBLINE ADVISERS | 1115418 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33857 | 604000 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 884546 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 89984 | 1605315 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CITIGROUP INC | 831001 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11580 | 206587 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Taylor Frigon Capital Management LLC | 1632665 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 132009 | 2355041 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| GOLDMAN SACHS GROUP INC | 886982 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 73817 | 1316895 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Avion Wealth | 1792704 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 92 | 1 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Osbon Capital Management LLC | 1784418 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 402 | 7180 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| HUNTINGTON NATIONAL BANK | 49205 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2000 | 35680 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Atlantic Union Bankshares Corp | 883948 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 200 | 3568 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 861177 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3665 | 65384 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| UBS Group AG | 1610520 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 427808 | 7632095 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| HANTZ FINANCIAL SERVICES, INC. | 1071061 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1351 | 24 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC | 1015877 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13000 | 231920 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| NewEdge Advisors, LLC | 1633516 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1649 | 29418 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Marex Group Ltd | 1997464 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18000 | 321120 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PRICE T ROWE ASSOCIATES INC /MD/ | 80255 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34856 | 622 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1232807 | 21993277 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| BRADLEY FOSTER & SARGENT INC/CT | 1015086 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28670 | 511473 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Nuveen, LLC | 1871926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 65831 | 1174425 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Hurley Capital, LLC | 1632844 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 330 | 5887 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1081019 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6922 | 388 | — | — | — | Aug 24, 2026 | SEC_13F_DATASET |
| Jump Financial, LLC | 1831577 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10993 | 196115 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| BANK OF AMERICA CORP /DE/ | 70858 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 78352 | 1397800 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| DEUTSCHE BANK AG\ | 948046 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 87289 | 1557236 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Quantinno Capital Management LP | 1759654 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 80757 | 1440705 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Ameritas Investment Partners, Inc. | 1055980 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2225 | 39694 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Tower Research Capital LLC (TRC) | 1533421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2080 | 37107 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Invesco Ltd. | 914208 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11165 | 199184 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| NFSG Corp | 1879757 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 18 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Rockefeller Capital Management L.P. | 1739439 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1800 | 32112 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| ROTHSCHILD INVESTMENT LLC | 85338 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15 | 268 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Man Group plc | 1637460 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11950 | 213188 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Massar Capital Management, LP | 2037238 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50278 | 896960 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MERCER GLOBAL ADVISORS INC /ADV | 853758 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6055 | 108021 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Quarry LP | 1965207 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 74 | 1320 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ALLIANCEBERNSTEIN L.P. | 1109448 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26300 | 239330 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Bank of New York Mellon Corp | 1390777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 84675 | 1510602 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Sterling Capital Management LLC | 1329883 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 99 | 1766 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| Russell Investments Group, Ltd. | 1692234 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7331 | 130785 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| PNC Financial Services Group, Inc. | 713676 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2000 | 35680 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Pier Capital, LLC | 1310051 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 222761 | 3974056 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| FEDERATED HERMES, INC. | 1056288 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 307 | 5477 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| FirstWave Capital Management LLC | 2093108 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 115600 | 2062304 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Clearstead Advisors, LLC | 842775 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 18 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Tidemark, LLC | 2009591 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 832 | 14843 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Aquatic Capital Management LLC | 1803916 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1866 | 33289 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Longaeva Partners L.P. | 2054122 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 94910 | 1693194 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Transamerica Financial Advisors, LLC | 1502149 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12 | 214 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| Quantbot Technologies LP | 1512991 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16182 | 288687 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| NAVELLIER & ASSOCIATES INC | 872163 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50000 | 892000 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Lodestone Wealth Management LLC | 1950158 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11098 | 197988 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| LPL Financial LLC | 1403438 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 68391 | 1220095 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| NEW YORK STATE COMMON RETIREMENT FUND | 810265 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8300 | 148072 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| JONES FINANCIAL COMPANIES LLLP | 815917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 300 | 5544 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SBI Securities Co., Ltd. | 1851815 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 238 | 4246 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| OPPENHEIMER & CO INC | 822581 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15250 | 272060 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| OSAIC HOLDINGS, INC. | 1677044 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5955 | 106237 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Mitsubishi UFJ Asset Management Co., Ltd. | 1466546 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14655 | 261445 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Allworth Financial LP | 1555170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 74 | 1321 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| MGO ONE SEVEN LLC | 1731444 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22028 | 392980 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| RAYMOND JAMES FINANCIAL INC | 720005 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22175 | 395602 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Integrated Wealth Concepts LLC | 1737109 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20 | 357 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Exome Asset Management LLC | 2011932 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 83636 | 1492066 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Balyasny Asset Management L.P. | 1218710 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50 | 892 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Pekin Hardy Strauss, Inc. | 1020317 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 143375 | 2557810 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| Fortitude Family Office, LLC | 1950506 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 46 | 821 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | 1869164 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15500 | 276520 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Farther Finance Advisors, LLC | 1992825 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17 | 303 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| CM Management, LLC | 1841857 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 125000 | 2230000 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| COMMONWEALTH EQUITY SERVICES, LLC | 312272 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 68048 | 1213975 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| City State Bank | 1910666 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 850 | 15164 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Caitong International Asset Management Co., Ltd | 1963355 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2035 | 36304 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.