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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
| $9.19M | – | – | – |
|
| 2 |
IAMOG
2
Investors Asset Management of Georgia
Atlanta,
Georgia
| $1.3M | +$2K | +500 | +0.2% |
|
| 3 |
3
Dimensional Fund Advisors
Austin,
Texas
| $602K | -$11.5K | -2,877 | -2% |
|
| 4 |
SRC
4
Shufro Rose & Co
New York
| $334K | – | – | – |
|
| 5 |
BCM
5
Bridgeway Capital Management
Houston,
Texas
| $150K | – | – | – |
|
| 6 |
6
Goldman Sachs
New York
| $108K | -$6.08K | -1,521 | -6% |
|
| 7 |
BFA
7
BlackRock Fund Advisors
San Francisco,
California
| $7K | +$2.16K | +540 | +51% |
|
| 8 |
NFG
8
Next Financial Group
Houston,
Texas
| $5K | – | – | – |
|
| 9 |
9
Bank of America
Charlotte,
North Carolina
| – | -$2K | -546 | Closed |
|
| 10 |
JFA
10
JNBA Financial Advisors
Bloomington,
Minnesota
| – | -$1K | -149 | Closed |
|
| 11 |
S
11
SignatureFD
Atlanta,
Georgia
| – | -$1K | -149 | Closed |
|
| 12 |
12
UBS Group
Zurich,
Switzerland
| – | +$328 | +82 | New |
|