13F QoQ Ownership Changes
CVR Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 0 new · 2 added · 10 reduced · 5 exited
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 | — |
| OSAIC 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 | — |