← All institutions
Institutional Holdings
CRWSOwnership Summary
Institutions Holding
48
Total Shares Held
2,786,952
Total Value Held
$7,910,157
Quarter
2026-06-30
Active Positions
Increased Positions
5
802,346 shares
Decreased Positions
8
521,931 shares
Held Positions
15
880,752 shares
New Positions
13
581,923 shares
Sold Out Positions
7
216,633 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 448,793 | $1,274,572 | New position | 0.00% | 2026-06-30 |
| De Lisle Partners LLP | 411,326 | $1,177,530 | ▲ +15,000 | 0.13% | 2026-06-30 |
| RENAISSANCE TECHNOLOGIES LLC | 278,642 | $791,343 | ▲ +21,300 | 0.00% | 2026-06-30 |
| Pinnacle Financial Partners, Inc. | 269,508 | $765,405 | ▼ -33,187 | 0.01% | 2026-06-30 |
| LPL Financial LLC | 215,096 | $610,874 | Unchanged | 0.00% | 2026-06-30 |
| North Star Investment Management Corp. | 169,000 | $479,960 | Unchanged | 0.03% | 2026-06-30 |
| DIMENSIONAL FUND ADVISORS LP | 160,727 | $456,464 | ▼ -23,056 | 0.00% | 2026-06-30 |
| FIRST MANHATTAN CO. LLC. | 147,401 | $430,411 | Unchanged | 0.00% | 2026-06-30 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 111,765 | $317,413 | Unchanged | 0.01% | 2026-06-30 |
| GEODE CAPITAL MANAGEMENT, LLC | 109,966 | $312,657 | ▲ +5,974 | 0.00% | 2026-06-30 |
| VANGUARD FIDUCIARY TRUST CO | 65,009 | $184,626 | New position | 0.00% | 2026-06-30 |
| Empowered Funds, LLC | 60,915 | $172,999 | Unchanged | 0.00% | 2026-06-30 |
| MAI Capital Management | 40,000 | $116,800 | New position | 0.00% | 2026-06-30 |
| Beacon Pointe Advisors, LLC | 30,833 | $87,566 | Unchanged | 0.00% | 2026-06-30 |
| STATE STREET CORP | 28,582 | $83,459 | Unchanged | 0.00% | 2026-06-30 |
| DEUTSCHE BANK AG TAUNUSANLAGE 12 D-60325 | 28,834 | $81,889 | Unchanged | 0.00% | 2026-06-30 |
| Lakewood Asset Management LLC | 28,096 | $79,791 | ▼ -491 | 0.04% | 2026-06-30 |
| CITADEL ADVISORS LLC | 24,951 | $70,861 | ▼ -8,127 | 0.00% | 2026-06-30 |
| Weinberger Asset Management, Inc | 22,000 | $64,900 | Unchanged | 0.02% | 2026-06-30 |
| WATERS PARKERSON & CO., LLC | 21,000 | $59,640 | Unchanged | 0.00% | 2026-06-30 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 18,997 | $53,951 | ▼ -35,414 | 0.00% | 2026-06-30 |
| NORTHERN TRUST CORP | 18,517 | $52,588 | ▼ -2,910 | 0.00% | 2026-06-30 |
| HB Wealth Management, LLC | 14,826 | $42,106 | Unchanged | 0.00% | 2026-06-30 |
| XTX Topco Ltd | 13,173 | $37,411 | New position | 0.00% | 2026-06-30 |
| CIBC WORLD MARKET INC. | 10,000 | $28,400 | Unchanged | 0.00% | 2026-06-30 |
| Institute for Wealth Management, LLC. | 10,000 | $28,400 | Unchanged | 0.00% | 2026-06-30 |
| Mariner, LLC | 10,000 | $28,400 | Unchanged | 0.00% | 2026-06-30 |
| Integrated Wealth Concepts LLC | 2,000 | $5,680 | New position | 0.00% | 2026-06-30 |
| SBI Securities Co., Ltd. | 1,400 | $3,976 | ▲ +31 | 0.00% | 2026-06-30 |
| Tower Research Capital LLC (TRC) | 1,127 | $3,201 | ▼ -299 | 0.00% | 2026-06-30 |
| MORGAN STANLEY | 1,012 | $2,876 | ▲ +11 | 0.00% | 2026-06-30 |
| WELLS FARGO & COMPANY/MN | 500 | $1,421 | Unchanged | 0.00% | 2026-06-30 |
| ROYAL BANK OF CANADA | 466 | $1,000 | New position | 0.00% | 2026-06-30 |
| IFG Advisory, LLC | 200 | $568 | New position | 0.00% | 2026-06-30 |
| OSAIC HOLDINGS, INC. | 171 | $487 | New position | 0.00% | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | 127 | $361 | New position | 0.00% | 2026-06-30 |
| FMR LLC | 36 | $102 | New position | 0.00% | 2026-06-30 |
| GSA CAPITAL PARTNERS LLP | 11,944 | $34 | New position | 0.00% | 2026-06-30 |
| UBS Group AG | 8 | $23 | ▼ -680 | 0.00% | 2026-06-30 |
| Russell Investments Group, Ltd. | 3 | $9 | New position | 0.00% | 2026-06-30 |
| BARCLAYS PLC | 1 | $3 | New position | 0.00% | 2026-06-30 |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0 | $0 | Sold out | 2026-06-30 | |
| LSV ASSET MANAGEMENT | 0 | $0 | Sold out | 2026-06-30 | |
| EVOKE WEALTH, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| BlackRock, Inc. | 0 | $0 | Sold out | 2026-06-30 | |
| JONES FINANCIAL COMPANIES LLLP | 0 | $0 | Sold out | 2026-06-30 | |
| Western Pacific Wealth Management, LP | 0 | $0 | Sold out | 2026-06-30 | |
| Quaker Wealth Management, LLC | 0 | $0 | Sold out | 2026-06-30 |