New Positions
0 managers initiated
Top five by reported value
No new institutional positions this quarter.
Chicago Rivet & Machine Co NYSE MKT LLC:CVR
Institutional holders, quarter-over-quarter share deltas, and new and closed positions disclosed in Form 13F. Period 2025-12-31 · prior 2025-09-30.
0 new2 added10 reduced5 exited
Total Institutional Holders
11
as of 2025-12-31
Top Holder
DIMENSIONAL FUND ADVISORS LP
$799.2K
Largest QoQ Increase
MORGAN STANLEY
+460 sh
Largest QoQ Decrease
VANGUARD GROUP INC
-28,100 sh
Added To(2)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| MORGAN STANLEY | 7,690 | +460 | $107.0K | +$31.4K | 6.4% |
| HARBOUR INVESTMENTS, INC. | 907 | +2 | $12.6K | +$3.2K | 0.2% |
Reduced(10)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 12,203 | -28,100 | $169.7K | -$251.4K | -69.7% |
| DIMENSIONAL FUND ADVISORS LP | 57,456 | -3,182 | $799.2K | +$165.5K | -5.2% |
| HighTower Advisors, LLC | 25,200 | 0 | $350.5K | +$87.2K | 0.0% |
| RENAISSANCE TECHNOLOGIES LLC | 29,310 | -2,100 | $407.7K | +$79.5K | -6.7% |
| UBS Group AG | 56 | -2,498 | $779 | -$25.9K | -97.8% |
| CITIGROUP INC | 1 | -701 | $14 | -$7.3K | -99.8% |
| Ancora Advisors, LLC | 1,200 | 0 | $16.7K | +$4.2K | 0.0% |
| BANK OF AMERICA CORP /DE/ | 460 | 0 | $6.4K | +$1.6K | 0.0% |
| BlackRock, Inc. | 1 | 0 | $14 | +$4 | 0.0% |
| WELLS FARGO & COMPANY/MN | 0 | 0 | $5 | +$1 | — |
Sold Out(5)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Advisory Services Network, LLC | 0 | -484 | $0 | -$5.1K | — |
| ADVISOR GROUP HOLDINGS, INC. | 0 | -37 | $0 | -$360 | — |
| PRINCIPAL SECURITIES, INC. | 0 | -32 | $0 | -$334 | — |
| JPMORGAN CHASE & CO | 0 | -2 | $0 | -$21 | — |
| SBI Securities Co., Ltd. | 0 | -1 | $0 | -$10 | — |
Top Holders by reported value
Ranked by the dollar value reported on the latest Form 13F. Share counts reflect long positions as of 2025-12-31.
| Manager | Shares | $ Value | Δ Shares | QoQ % |
|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 57,456 | $799.2K | -3,182 | -5.2% |
| RENAISSANCE TECHNOLOGIES LLC | 29,310 | $407.7K | -2,100 | -6.7% |
| HighTower Advisors, LLC | 25,200 | $350.5K | 0 | 0.0% |
| VANGUARD GROUP INC | 12,203 | $169.7K | -28,100 | -69.7% |
| MORGAN STANLEY | 7,690 | $107.0K | +460 | 6.4% |
| Ancora Advisors, LLC | 1,200 | $16.7K | 0 | 0.0% |
| HARBOUR INVESTMENTS, INC. | 907 | $12.6K | +2 | 0.2% |
| BANK OF AMERICA CORP /DE/ | 460 | $6.4K | 0 | 0.0% |
| UBS Group AG | 56 | $779 | -2,498 | -97.8% |
| BlackRock, Inc. | 1 | $14 | 0 | 0.0% |
| CITIGROUP INC | 1 | $14 | -701 | -99.8% |
New & Closed Positions this quarter
Closed Positions
5 managers exited
Top five by prior-quarter value
Methodology
Form 13F is the SEC's quarterly disclosure for institutional investment managers exercising discretion over $100 million or more in qualifying U.S. equity securities. Managers must file within 45 days of each calendar quarter end, which is why holdings shown here reflect a snapshot at the period date — not real-time positioning.
Quarter-over-quarter deltas compare each manager's most recently reported share count for CVR against its prior-quarter count. New positions are entries where the prior count was zero; closed positions are entries where the current count is zero. Amendments (13F-HR/A) replace prior filings for the same period.
Source: SEC EDGAR Form 13F (XML information tables). Dollar values are as reported by the manager and may use mid-quarter pricing conventions. CUSIP-to-ticker resolution is best-effort.