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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
| $3.11M | – | – | – |
|
| 2 |
2
Dimensional Fund Advisors
Austin,
Texas
| $200K | -$2.18K | -1,500 | -1% |
|
| 3 |
SRC
3
Shufro Rose & Co
New York
| $125K | – | – | – |
|
| 4 |
BCM
4
Bridgeway Capital Management
Houston,
Texas
| $39K | – | – | – |
|
| 5 |
5
Citadel Advisors
Miami,
Florida
| $18K | +$1.72K | +1,183 | +10% |
|
| 6 |
6
Creative Planning
Overland Park,
Kansas
| $7K | – | – | – |
|
| 7 |
NFG
7
Next Financial Group
Houston,
Texas
| $1K | – | – | – |
|
| 8 |
U
8
UBS
Zurich,
Switzerland
| – | -$4K | -2,700 | Closed |
|