12 institutions reported holding $3.3M of CLEAR SECURE I-A (YOU) in SEC 13F filings for 2026-06-30. Largest institutional holders: Castle Rock Wealth Management, LLC ($802,061), Ledgewood Wealth Advisors, LLC ($724,490), HARBOR INVESTMENT ADVISORY, LLC ($532,444), GAMMA Investing LLC ($478,052), CoreCap Advisors, LLC ($398,079). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Castle Rock Wealth Management, LLC | $802,061 | 14,410 | Trimmed |
| 2 | Ledgewood Wealth Advisors, LLC | $724,490 | 13,000 | Hold |
| 3 | HARBOR INVESTMENT ADVISORY, LLC | $532,444 | 9,554 | Added |
| 4 | GAMMA Investing LLC | $478,052 | 8,578 | Added |
| 5 | CoreCap Advisors, LLC | $398,079 | 7,143 | New |
| 6 | Arlington Trust Co LLC | $297,877 | 5,345 | Hold |
| 7 | MassMutual Private Wealth & Trust, FSB | $13,877 | 249 | Added |
| 8 | Versant Capital Management, Inc | $13,375 | 240 | Hold |
| 9 | Retirement Wealth Solutions LLC | $9,084 | 163 | Hold |
| 10 | CX Institutional | $2,000 | 30 | Hold |
| 11 | Cedar Mountain Advisors, LLC | $167 | 3 | Hold |
| 12 | Byrne Asset Management LLC | $111 | 2 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30