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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
| $7.33M | – | – | – |
|
| 2 |
IAMOG
2
Investors Asset Management of Georgia
Atlanta,
Georgia
| $1M | – | – | – |
|
| 3 |
3
Dimensional Fund Advisors
Austin,
Texas
| $468K | – | – | – |
|
| 4 |
SRC
4
Shufro Rose & Co
New York
| $254K | +$89 | +30 | +0% |
|
| 5 |
BCM
5
Bridgeway Capital Management
Houston,
Texas
| $114K | – | – | – |
|
| 6 |
6
Goldman Sachs
New York
| $90K | – | – | – |
|
| 7 |
NFG
7
Next Financial Group
Houston,
Texas
| $3K | +$222 | +75 | +8% |
|
| 8 |
8
US Bancorp
Minneapolis,
Minnesota
| $2K | – | – | – |
|
| 9 |
BFA
9
BlackRock Fund Advisors
San Francisco,
California
| $2K | +$2.05K | +692 | New |
|
| 10 |
10
Bank of America
Charlotte,
North Carolina
| – | -$1K | -500 | Closed |
|