New Positions
0 managers initiated
Top five by reported value
No new institutional positions this quarter.
Cytodyn Inc OTC MARKETS:CYDY
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 new0 added8 reduced2 exited
Total Institutional Holders
8
as of 2025-12-31
Top Holder
NBC SECURITIES, INC.
$44.8K
Largest QoQ Increase
—
Largest QoQ Decrease
RFP Financial Group LLC
-44,371 sh
Reduced(8)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| NBC SECURITIES, INC. | 160,000 | 0 | $44.8K | +$3.2K | 0.0% |
| Diversified Trust Co | 45,790 | 0 | $12.8K | +$916 | 0.0% |
| Williams Jones Wealth Management, LLC. | 45,001 | 0 | $12.6K | +$900 | 0.0% |
| Next Capital Management LLC | 32,500 | 0 | $9.1K | +$650 | 0.0% |
| HORIZON FINANCIAL SERVICES, LLC | 18,200 | 0 | $5.1K | +$364 | 0.0% |
| Ancora Advisors, LLC | 9,488 | 0 | $2.7K | +$190 | 0.0% |
| CAZ INVESTMENTS LP | 4,000 | 0 | $1.1K | +$80 | 0.0% |
| Virtue Capital Management, LLC | 45,000 | 0 | $11.7K | $0 | 0.0% |
Sold Out(2)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| RFP Financial Group LLC | 0 | -44,371 | $0 | -$10.5K | — |
| FineMark National Bank & Trust | 0 | -15,000 | $0 | -$3.9K | — |
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 % |
|---|---|---|---|---|
| NBC SECURITIES, INC. | 160,000 | $44.8K | 0 | 0.0% |
| Diversified Trust Co | 45,790 | $12.8K | 0 | 0.0% |
| Williams Jones Wealth Management, LLC. | 45,001 | $12.6K | 0 | 0.0% |
| Virtue Capital Management, LLC | 45,000 | $11.7K | 0 | 0.0% |
| Next Capital Management LLC | 32,500 | $9.1K | 0 | 0.0% |
| HORIZON FINANCIAL SERVICES, LLC | 18,200 | $5.1K | 0 | 0.0% |
| Ancora Advisors, LLC | 9,488 | $2.7K | 0 | 0.0% |
| CAZ INVESTMENTS LP | 4,000 | $1.1K | 0 | 0.0% |
New & Closed Positions this quarter
Closed Positions
2 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 CYDY 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.