Concurrent Investment Advisors, LLC New Holdings in Q3 2025

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TRC
Tejon Ranch CO

Industrials
445K
New
$15.97 - $19.27 $7.11M - $8.58M
445K $7.12B
PAUG
Innovator U.S. Equity Power Bu

ETFs
151K
New
$40.45 - $42.49 $6.12M - $6.42M
151K $6.42B
Blackrock ETF Trust Ii
81.9K
New
N/A
81.9K $4.03B
W
Wayfair Inc.

Consumer Cyclical
37.3K
New
$51.99 - $90.17 $1.94M - $3.36M
37.3K $3.33B
Global X Fds
41K
New
N/A
41K $2.88B
Schwab Strategic Tr
83.3K
New
N/A
83.3K $2.1B
Tidal Trust Ii
112K
New
N/A
112K $1.56B
ZS
Zscaler, Inc.

Technology
5.14K
New
$267.68 - $316.5 $1.38M - $1.63M
5.14K $1.54B
FLQM
Franklin Templeton ETF Tr Libe

ETFs
23.8K
New
$53.93 - $57.58 $1.28M - $1.37M
23.8K $1.34B
DMCY
Advisors Inner Circle Fd Iii D

ETFs
44.2K
New
$27.91 - $30.07 $1.23M - $1.33M
44.2K $1.32B
Southstate Bk Corp
9.9K
New
N/A
9.9K $978M
Tidal Trust Ii
15.7K
New
N/A
15.7K $967M
IWC
Russell Micro Cap ETF

ETFs
5.98K
New
$127.86 - $151.39 $764K - $905K
5.98K $891M
Tidal Trust I
34.4K
New
N/A
34.4K $859M
KOCT
Innovator Laddered Fund Of U.S
25K
New
N/A
25K $827M
IR
Ingersoll Rand Inc.

Industrials
9.87K
New
$74.98 - $89.02 $740K - $879K
9.87K $816M
SWK
Stanley Black & Decker, Inc.

Industrials
10.1K
New
$66.98 - $79.52 $678K - $805K
10.1K $753M
PFEB
Innovator U.S. Equity Power Bu

ETFs
18.9K
New
$37.99 - $39.69 $718K - $750K
18.9K $750M
QBTS
D Wave Quantum Inc.

Technology
30.2K
New
$14.81 - $27.72 $448K - $838K
30.2K $747M
CIVI
Civitas Resources, Inc.

Energy
22.9K
New
$27.85 - $37.37 $638K - $856K
22.9K $745M
AZBJ
Aim ETF Prods Tr Allianzim Us

ETFs
20.4K
New
N/A
20.4K $736M
KWEB
Kraneshares Tr Csi China Inter

ETFs
17.5K
New
$33.63 - $42.59 $588K - $745K
17.5K $735M
PMAR
Innovator U.S. Equity Power Bu

ETFs
16K
New
$42.21 - $43.91 $675K - $702K
16K $702M
FMF
First Trust Managed Futures St

ETFs
14.3K
New
$45.19 - $48.75 $646K - $697K
14.3K $697M
JPIE
J P Morgan Exchange Traded Fd
13.7K
New
$46.01 - $46.55 $629K - $637K
13.7K $635M
PR
Permian Resources Corporation

Energy
49.2K
New
$12.8 - $14.51 $630K - $714K
49.2K $630M
EUFN
Ishares Msci Europe Financials

ETFs
18.3K
New
$31.4 - $34.74 $575K - $637K
18.3K $629M
Bitmine Immersion Tecnologie
11.6K
New
N/A
11.6K $601M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
13.3K
New
$42.75 - $43.37 $570K - $578K
13.3K $578M
MP
Mp Materials Corp.

Basic Materials
8.21K
New
$30.03 - $77.13 $246K - $633K
8.21K $550M
GDLC
Grayscale Digital Large Cap Fund LLC

ETFs
9.8K
New
$46.93 - $58.5 $460K - $573K
9.8K $548M
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
13.2K
New
$37.73 - $38.9 $500K - $515K
13.2K $515M
CTRE
Care Trust Reit, Inc.

Real Estate
14.7K
New
$30.29 - $34.8 $447K - $513K
14.7K $511M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
5.75K
New
$78.88 - $85.2 $454K - $490K
5.75K $480M
POWL
Powell Industries Inc

Industrials
1.56K
New
$205.47 - $304.3 $320K - $474K
1.56K $475M
NTRA
Natera, Inc.

Healthcare
2.91K
New
$133.66 - $181.11 $389K - $527K
2.91K $469M
BSIG
Bright Sphere Investment Group Inc.

Financial Services
9.72K
New
N/A
9.72K $468M
CSL
Carlisle Companies Inc

Industrials
1.42K
New
$327.52 - $435.11 $464K - $617K
1.42K $466M
EPR
Epr Properties

Real Estate
7.56K
New
$52.58 - $61.21 $398K - $463K
7.56K $439M
GREK
Global X Msci Greece ETF

ETFs
6.45K
New
$58.63 - $66.89 $378K - $431K
6.45K $415M
VNM
Vaneck Vietnam ETF

ETFs
23.1K
New
$13.72 - $18.43 $317K - $426K
23.1K $413M
IREN
Iris Energy LTD

Financial Services
8.71K
New
$15.1 - $47.14 $131K - $410K
8.71K $409M
KTB
Kontoor Brands, Inc.

Consumer Cyclical
5.12K
New
$54.83 - $84.09 $281K - $430K
5.12K $408M
VKQ
Invesco Municipal Trust

Financial Services
42K
New
$8.95 - $9.65 $376K - $405K
42K $405M
UTG
Reaves Utility Income Fund

Financial Services
10.2K
New
$35.81 - $39.62 $366K - $405K
10.2K $405M
VUSB
Vanguard Bd Index Fds
7.87K
New
N/A
7.87K $393M
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
17.1K
New
$21.84 - $22.63 $373K - $387K
17.1K $384M
AZBA
Aim ETF Prods Tr Allianzim U S

ETFs
11.1K
New
N/A
11.1K $381M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
5.92K
New
$59.61 - $63.09 $353K - $374K
5.92K $373M
Activity Summary
Buys All Purchases 874 New Holdings 166 Increased Positions 708 Sells All Sells 498 Reductions 498 Sold out 0 Options Calls 42 Puts 24
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