We are live on
!
Find out more
CCRD
CoreCard
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
| $3.68M | – | – | – |
|
| 2 |
2
Dimensional Fund Advisors
Austin,
Texas
| $235K | -$67.4K | -43,248 | -23% |
|
| 3 |
SRC
3
Shufro Rose & Co
New York
| $143K | – | – | – |
|
| 4 |
4
Citadel Advisors
Miami,
Florida
| $20K | +$18.6K | +11,933 | New |
|
| 5 |
5
Creative Planning
Overland Park,
Kansas
| $8K | – | – | – |
|
| 6 |
U
6
UBS
Zurich,
Switzerland
| $3K | +$590 | +379 | +29% |
|
| 7 |
7
Bank of America
Charlotte,
North Carolina
| – | +$11 | +7 | New |
|