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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
| $8.29M | – | – | – |
|
| 2 |
IAMOG
2
Investors Asset Management of Georgia
Atlanta,
Georgia
| $1.12M | -$12.4K | -3,334 | -1% |
|
| 3 |
3
Dimensional Fund Advisors
Austin,
Texas
| $529K | – | – | – |
|
| 4 |
SRC
4
Shufro Rose & Co
New York
| $287K | – | – | – |
|
| 5 |
BCM
5
Bridgeway Capital Management
Houston,
Texas
| $131K | – | – | – |
|
| 6 |
6
Goldman Sachs
New York
| $99K | -$772 | -208 | -0.8% |
|
| 7 |
NFG
7
Next Financial Group
Houston,
Texas
| $4K | – | – | – |
|
| 8 |
BFA
8
BlackRock Fund Advisors
San Francisco,
California
| $4K | +$534 | +144 | +16% |
|
| 9 |
9
Bank of America
Charlotte,
North Carolina
| $2K | +$2.03K | +546 | New |
|
| 10 |
JFA
10
JNBA Financial Advisors
Bloomington,
Minnesota
| $1K | +$553 | +149 | New |
|
| 11 |
S
11
SignatureFD
Atlanta,
Georgia
| $1K | +$553 | +149 | New |
|
| 12 |
TRCT
12
Tower Research Capital (TRC)
New York
| – | -$2K | -605 | Closed |
|
| 13 |
13
US Bancorp
Minneapolis,
Minnesota
| – | -$2K | -500 | Closed |
|
| 14 |
14
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$1K | -300 | Closed |
|