$1.05
+0.01 (+0.96%)
Market Cap
$1.6M
Shares Outstanding
1,163,283
Institutional Holders
19
Total Inst. Value
$481K
% of Float Held
—
QoQ Holder Change
+6
Institutional data as of Q1 2025
New Positions
5
Closed Positions
3
Increased
3
Decreased
5
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | CITADEL ADVISORS LLC | $91K | 165,110 |
| 2 | Clark Capital Management Group, Inc.New | $78K | 141,056 |
| 3 | Koshinski Asset Management, Inc. | $78K | 140,000 |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | $55K | 102,822 |
| 5 | Fortitude Family Office, LLCNew | $27K | 48,313 |
| 6 | RENAISSANCE TECHNOLOGIES LLC | $22K | 39,941 |
| 7 | Ironwood Investment Counsel, LLC | $18K | 33,029 |
| 8 | Synergy Investment Management, LLC | $18K | 32,000 |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLPNew | $17K | 30,723 |
| 10 | Virtu Financial LLC | $14K | 25,791 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| CITADEL ADVISORS LLC | +56K | $91K |
| Clark Capital Management Group, Inc.New | +141K | $78K |
| Fortitude Family Office, LLCNew | +48K | $27K |
| RENAISSANCE TECHNOLOGIES LLC | +24K | $22K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLPNew | +31K | $17K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | -11K | $0 |
| Creative Planning | -10K | $6K |
| GEODE CAPITAL MANAGEMENT, LLC | -3K | $55K |
| Tower Research Capital LLC (TRC) | -13 | $2K |
| JPMORGAN CHASE & CO | -2 | $0 |
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Frequently Asked Questions
How many institutional investors hold CWD?
As of Q1 2025, 19 institutional investors report holding CWD (CaliberCos Inc.) in their 13F filings.
Which hedge fund owns the most CWD?
The largest institutional holder of CWD is CITADEL ADVISORS LLC with $91K in shares.
Are institutions buying or selling CWD?
This quarter, 5 institutions opened new positions in CWD and 3 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.