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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
| $6.74M | – | – | – |
|
| 2 |
IAMOG
2
Investors Asset Management of Georgia
Atlanta,
Georgia
| $920K | -$2.38K | -800 | -0.3% |
|
| 3 |
3
Dimensional Fund Advisors
Austin,
Texas
| $430K | – | – | – |
|
| 4 |
SRC
4
Shufro Rose & Co
New York
| $221K | -$49.9K | -16,805 | -18% |
|
| 5 |
BCM
5
Bridgeway Capital Management
Houston,
Texas
| $105K | – | – | – |
|
| 6 |
6
Goldman Sachs
New York
| $82K | – | – | – |
|
| 7 |
7
UBS Group
Zurich,
Switzerland
| $6K | +$5.23K | +1,762 | +783% |
|
| 8 |
NFG
8
Next Financial Group
Houston,
Texas
| $2K | – | – | – |
|
| 9 |
9
Creative Planning
Overland Park,
Kansas
| – | -$14K | -5,000 | Closed |
|
| 10 |
10
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$2K | -703 | Closed |
|
| 11 |
TRCT
11
Tower Research Capital (TRC)
New York
| – | +$143 | +48 | +300% |
|