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CCRD
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CCRD
CCRD
Delisted
CCRD was delisted on the 30th of October, 2025.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1 |
WIM
1
Weitz Investment Management
Omaha,
Nebraska
| $2.85M | +$3.04M | +2,270,000 | New |
|
| 2 |
2
Dimensional Fund Advisors
Austin,
Texas
| $233K | +$248K | +185,242 | New |
|
| 3 |
SRC
3
Shufro Rose & Co
New York
| $109K | +$117K | +87,393 | New |
|
| 4 |
U
4
UBS
Zurich,
Switzerland
| $7K | +$6.94K | +5,187 | New |
|
| 5 |
5
Creative Planning
Overland Park,
Kansas
| $6K | +$6.69K | +5,000 | New |
|
| 6 |
6
Wells Fargo
San Francisco,
California
| – | +$1 | +1 | New |
|
| 7 |
7
Bank of America
Charlotte,
North Carolina
| – | +$268 | +200 | New |
|
| 8 |
8
California Public Employees Retirement System
Sacramento,
California
| – | +$402 | +300 | New |
|