Position in CCLD
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$37,261
New position
Shares Held
17,576
first reported quarter
Ownership
0.041%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#44
of 65 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Health Information Services
Healthcare · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $21,416,904 across 26 Health Information Services names. CCLD ranks #25 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
38,105 | $6,762,494 | |
| 2 | TEM |
Tempus AI, Inc.
|
57,967 | $3,358,028 | |
| 3 | HQY |
Healthequity, Inc.
|
28,886 | $2,608,983 | |
| 4 | DOCS |
Doximity, Inc.
|
70,721 | $1,466,753 | |
| 5 | SDGR |
Schrodinger, Inc.
|
65,318 | $1,061,417 | |
| 6 | PHR |
Phreesia, Inc.
|
96,891 | $997,008 | |
| 7 | TDOC |
Teladoc Health, Inc.
|
68,288 | $579,082 | |
| 8 | OMDA |
Omada Health, Inc.
|
22,359 | $490,780 |
All Filings in CCLD
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,261 | 17,576 | Shares | Sole | 2026-08-19 | |
| No filing history on record for this holder in this stock. | ||||||