13F QoQ Ownership Changes
CYDY Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 0 new · 0 added · 8 reduced · 2 exited
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 | — |