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Institutional Holdings

CCEL

Ownership Summary

Institutions Holding
13
Total Shares Held
555,125
Total Value Held
$1,770,890
Quarter
2026-06-30

Active Positions

Increased Positions
3
60,942 shares
Decreased Positions
2
7,012 shares
Held Positions
3
278,835 shares
New Positions
4
208,336 shares
Sold Out Positions
1
100 shares
Institution Shares Value Change % of Portfolio Reported
SFI Advisors, LLC 165,300 $527,307 Unchanged 0.45% 2026-06-30
VANGUARD CAPITAL MANAGEMENT LLC 164,976 $526,273 New position 0.00% 2026-06-30
MassMutual Private Wealth & Trust, FSB 111,035 $354,202 Unchanged 0.01% 2026-06-30
GEODE CAPITAL MANAGEMENT, LLC 46,273 $147,651 ▲ +2,657 0.00% 2026-06-30
VANGUARD FIDUCIARY TRUST CO 23,346 $74,474 New position 0.00% 2026-06-30
FMR LLC 20,000 $63,800 New position 0.00% 2026-06-30
SUSQUEHANNA INTERNATIONAL GROUP, LLP 14,064 $44,864 ▲ +4,046 0.00% 2026-06-30
BlackRock, Inc. 6,696 $21,361 ▼ -7,287 0.00% 2026-06-30
OSAIC HOLDINGS, INC. 2,500 $7,975 Unchanged 0.00% 2026-06-30
MORGAN STANLEY 605 $1,930 ▲ +4 0.00% 2026-06-30
UBS Group AG 316 $1,008 ▼ -356 0.00% 2026-06-30
BARCLAYS PLC 14 $45 New position 0.00% 2026-06-30
SIGNATUREFD, LLC 0 $0 Sold out 2026-06-30