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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
| $3.65M | – | – | – |
|
| 2 |
IAMOG
2
Investors Asset Management of Georgia
Atlanta,
Georgia
| $479K | +$383K | +297,500 | New |
|
| 3 |
3
Dimensional Fund Advisors
Austin,
Texas
| $236K | – | – | – |
|
| 4 |
SRC
4
Shufro Rose & Co
New York
| $146K | – | – | – |
|
| 5 |
BCM
5
Bridgeway Capital Management
Houston,
Texas
| $57K | +$9.44K | +7,333 | +26% |
|
| 6 |
6
Creative Planning
Overland Park,
Kansas
| $8K | – | – | – |
|
| 7 |
NFG
7
Next Financial Group
Houston,
Texas
| $2K | – | – | – |
|
| 8 |
8
UBS Group
Zurich,
Switzerland
| $1K | +$628 | +488 | New |
|
| 9 |
9
Citadel Advisors
Miami,
Florida
| – | -$18K | -13,081 | Closed |
|