13F QoQ Ownership Changes
CVM Institutional Holders
Period 2025-09-30 · prior 2025-06-30 · 2 new · 0 added · 2 reduced · 3 exited
New Positions(2)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Caldwell Trust Co | 750 | +750 | $6.9K | +$6.9K | — |
| Royal Bank of Canada | 1,883 | +1,883 | $0 | $0 | — |
Reduced(2)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Darwin Wealth Management, LLC | 45 | 0 | $18 | $0 | 0.0% |
| Russell Investments Group, Ltd. | 0 | 0 | $0 | $0 | — |
Sold Out(3)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| OSAIC HOLDINGS, INC. | 0 | -297,877 | $0 | -$119.2K | — |
| StoneX Group Inc. | 0 | -21,414 | $0 | -$80.6K | — |
| Squarepoint Ops LLC | 0 | -86,597 | $0 | -$20.0K | — |