FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,167.79-0.13%
XLE56.72-0.09%
STOXX50E5,860.32-0.39%
XLF51.71-0.19%
FTSE10,321.09-0.56%
IXIC24,887.100.20%
RUT2,788.190.04%
GSPC7,173.910.12%
Temp29.2°C
UV7.2
Feels33.1°C
Humidity62%
Wind11.9 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time3:34 PM
13F QoQ Ownership Changes

CGTX Institutional Holders

Period 2025-12-31 · prior 2025-09-30 · 19 new · 16 added · 45 reduced · 8 exited

New Positions(19)

ManagerSharesΔ SharesValueΔ Value% Δ
Dauntless Investment Group, LLC466,000+466,000$629.1K+$629.1K
CM Management, LLC200,000+200,000$270.0K+$270.0K
CITADEL ADVISORS LLC161,201+161,201$217.6K+$217.6K
OMERS ADMINISTRATION Corp159,600+159,600$215.5K+$215.5K
Texas Capital Bank Wealth Management Services Inc123,296+123,296$166.4K+$166.4K
SUSQUEHANNA INTERNATIONAL GROUP, LLP79,993+79,993$108.0K+$108.0K
XTX Topco Ltd37,227+37,227$50.3K+$50.3K
Lighthouse Investment Partners, LLC29,580+29,580$39.9K+$39.9K
TWO SIGMA SECURITIES, LLC28,640+28,640$38.7K+$38.7K
MARSHALL WACE, LLP27,577+27,577$37.2K+$37.2K
Essex Financial Services, Inc.20,000+20,000$27.0K+$27.0K
NWAM LLC42,777+42,777$25.1K+$25.1K
Qube Research & Technologies Ltd17,078+17,078$23.1K+$23.1K
Squarepoint Ops LLC10,393+10,393$14.0K+$14.0K
StoneX Group Inc.10,000+10,000$13.5K+$13.5K
FIFTH THIRD BANCORP5,000+5,000$6.8K+$6.8K
Versant Capital Management, Inc2,023+2,023$2.7K+$2.7K
IFP Advisors, Inc1,000+1,000$1.4K+$1.4K
Virtu Financial LLC39,988+39,988$54+$54

Added To(16)

ManagerSharesΔ SharesValueΔ Value% Δ
VANGUARD GROUP INC3,317,525+635,912$4.5M+$858.5K23.7%
RENAISSANCE TECHNOLOGIES LLC969,513+256,013$1.3M+$345.6K35.9%
DAVENPORT & Co LLC2,871,836+182,500$3.9M+$246.4K6.8%
GEODE CAPITAL MANAGEMENT, LLC873,954+161,227$1.2M+$217.6K22.6%
Sigma Planning Corp216,165+89,075$294.5K+$123.0K70.1%
MORGAN STANLEY93,328+60,638$126.0K+$81.9K185.5%
NORTHERN TRUST CORP194,314+49,073$262.3K+$66.2K33.8%
BlackRock, Inc.1,014,338+45,639$1.4M+$61.6K4.7%
TOCQUEVILLE ASSET MANAGEMENT L.P.192,500+30,000$259.9K+$40.5K18.5%
RAYMOND JAMES FINANCIAL INC48,500+18,859$65.5K+$25.5K63.6%
JONES FINANCIAL COMPANIES LLLP29,740+11,228$40.1K+$15.5K60.6%
UBS Group AG74,332+8,293$100.3K+$11.2K12.6%
Caitong International Asset Management Co., Ltd2,661+2,616$3.6K+$3.5K5813.3%
McAdam, LLC74,109+2,034$100.0K+$2.7K2.8%
BANK OF AMERICA CORP /DE/5,735+140$7.7K+$1902.5%
SBI Securities Co., Ltd.5+4$7+$6400.0%

Reduced(45)

ManagerSharesΔ SharesValueΔ Value% Δ
MILLENNIUM MANAGEMENT LLC64,657-495,896$87.3K-$669.5K-88.5%
JANE STREET GROUP, LLC614,261-311,889$829.3K-$421.1K-33.7%
Quadrature Capital Ltd29,513-233,574$39.8K-$318.0K-88.8%
Graham Capital Management, L.P.151,870-74,687$205.0K-$100.8K-33.0%
TWO SIGMA INVESTMENTS, LP47,729-49,262$64.4K-$66.5K-50.8%
Hilton Capital Management, LLC548,950-32,200$741.1K-$43.5K-5.5%
Voss Capital, LP279,340-20,660$377.1K-$27.9K-6.9%
Cetera Investment Advisers41,150-19,000$55.6K-$25.6K-31.6%
STATE STREET CORP314,483-10,500$424.6K-$14.2K-3.2%
Bryn Mawr Trust Advisors, LLC29,050-10,416$39.2K-$14.1K-26.4%
OSAIC HOLDINGS, INC.4,600-8,000$6.2K-$11.8K-63.5%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC10,000-1,000$14.1K-$5.2K-9.1%
LPL Financial LLC11,500-3,773$15.5K-$5.1K-24.7%
Chicago Partners Investment Group LLC10,9200$15.6K-$1.7K0.0%
WELLS FARGO & COMPANY/MN3,000-1,000$4.0K-$1.4K-25.0%
HighTower Advisors, LLC24,000-500$32.4K-$675-2.0%
GSA CAPITAL PARTNERS LLP11,843-184,514$16-$249-94.0%
BIOS Capital Management, LP6,000,0000$8.1M+$10.0%
Corient Private Wealth LLC72,1120$97.4K$00.0%
MERCER GLOBAL ADVISORS INC /ADV15,9510$21.5K$00.0%
Creative Planning30,0040$40.5K$00.0%
FMR LLC10$1$00.0%
Rockefeller Capital Management L.P.19,2310$26.0K$00.0%
Chescapmanager LLC997,0290$1.3M$00.0%
MAI Capital Management2500$338$00.0%
Focus Partners Wealth15,0000$20.3K$00.0%
MML INVESTORS SERVICES, LLC10,0000$13.5K$00.0%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC84,9400$114.7K$00.0%
Circle Wealth Management, LLC48,8420$65.9K$00.0%
AMERICAN FINANCIAL GROUP INC205,0000$276.8K$00.0%
BRADLEY FOSTER & SARGENT INC/CT11,7220$15.8K$00.0%
PRIVATE MANAGEMENT GROUP INC24,0000$32.4K$00.0%
FCA CORP /TX52,5360$70.9K$00.0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO17,4670$23.6K$00.0%
Barry Investment Advisors, LLC10,0000$13.5K$00.0%
Global Retirement Partners, LLC2,0000$2.7K$00.0%
GAMCO INVESTORS, INC. ET AL20,0000$27.0K$00.0%
BESSEMER GROUP INC13,7970$19$00.0%
Retirement Planning Group, LLC10,0000$13.5K$00.0%
Robertson Stephens Wealth Management, LLC10,0000$13.5K$00.0%
CITIZENS FINANCIAL GROUP INC/RI13,6790$18.5K$00.0%
CASTLE WEALTH MANAGEMENT LLC44,0050$59.4K$00.0%
Bangor Savings Bank34,0190$45.9K$00.0%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management48,0000$64.8K$00.0%
CWA Asset Management Group, LLC25,2500$34.1K$00.0%

Sold Out(8)

ManagerSharesΔ SharesValueΔ Value% Δ
TANG CAPITAL MANAGEMENT LLC0-1,200,000$0-$1.6M
Alyeska Investment Group, L.P.0-102,095$0-$137.8K
Everhart Financial Group, Inc.0-31,731$0-$42.8K
REGIONS FINANCIAL CORP0-31,448$0-$42.5K
Advisory Services Network, LLC0-2,500$0-$3.4K
Tower Research Capital LLC (TRC)0-1,996$0-$2.7K
Nova Wealth Management, Inc.0-500$0-$675
Royal Bank of Canada0-400$0$0