Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in CLFD held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | AIGH Capital Management LLC | 1.0M | $40.1M | — | 7.421% | 2.53% |
| 2 | BlackRock, Inc. | 957K | $38.1M | +6.6% | 7.045% | 0.00% |
| 3 | ACK Asset Management LLC | 810K | $32.2M | +10.2% | 5.962% | 3.76% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 482K | $19.2M | -5.5% | 3.546% | 0.00% |
| 5 | MAIRS & POWER INC | 385K | $15.3M | -47.3% | 2.835% | 0.14% |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | 371K | $14.8M | +4.3% | 2.732% | 0.00% |
| 7 | STATE STREET CORP | 363K | $14.5M | +12.7% | 2.673% | 0.00% |
| 8 | DIMENSIONAL FUND ADVISORS LP | 357K | $14.2M | +1.0% | 2.628% | 0.00% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 302K | $12.0M | +5.7% | 2.223% | 0.00% |
| 10 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 278K | $11.0M | -4.1% | 2.043% | 0.55% |
| 11 | ROYAL BANK OF CANADA | 262K | $10.4M | -7.2% | 1.929% | 0.00% |
| 12 | ROYCE & ASSOCIATES LP | 257K | $10.2M | 0.0% | 1.891% | 0.08% |
| 13 | D. E. Shaw & Co., Inc. | 228K | $9.1M | +61.5% | 1.676% | 0.00% |
| 14 | CITADEL ADVISORS LLC | 190K | $7.6M | -39.3% | 1.401% | 0.00% |
| 15 | Dana Investment Advisors, Inc. | 162K | $6.4M | -9.9% | 1.189% | 0.17% |
| 16 | JPMORGAN CHASE & CO | 164K | $6.4M | -28.9% | 1.210% | 0.00% |
| 17 | MILLENNIUM MANAGEMENT LLC | 142K | $5.7M | +197.2% | 1.048% | 0.00% |
| 18 | JANE STREET GROUP, LLC | 140K | $5.6M | +1419.6% | 1.029% | 0.00% |
| 19 | GOLDMAN SACHS GROUP INC | 139K | $5.5M | +83.8% | 1.024% | 0.00% |
| 20 | Divisadero Street Capital Management, LP | 131K | $5.2M | — | 0.962% | 0.12% |
| 21 | NORTHERN TRUST CORP | 126K | $5.0M | +3.1% | 0.925% | 0.00% |
| 22 | MARSHALL WACE, LLP | 112K | $4.5M | -20.6% | 0.827% | 0.00% |
| 23 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 99K | $4.0M | +6.0% | 0.731% | 0.00% |
| 24 | LAZARD ASSET MANAGEMENT LLC | 83K | $3.3M | — | 0.608% | 0.00% |
| 25 | BANK OF AMERICA CORP /DE/ | 79K | $3.2M | -31.2% | 0.583% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in CLFD — a direct measure of their conviction.
Filings activity in CLFD during Q2 2026, grouped by how each filer changed its position.
Institutions that opened a new CLFD position in Q2 2026
Institutions that fully closed their CLFD position in Q2 2026
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 125 | 0.8% | 65.78% | +5.59 pp | $348M | +64% |
| Q1 2026 | 126 | +2.4% | 60.19% | 0.95 pp | $212M | 7.6% |
| Q4 2025 | 123 | 2.4% | 61.14% | 1.49 pp | $229M | 17% |
| Q3 2025 | 126 | 1.6% | 62.63% | +2.05 pp | $278M | 22% |
| Q2 2025 | 128 | +2.4% | 60.58% | +1.91 pp | $357M | +49% |
| Q1 2025 | 125 | 10% | 58.67% | 1.04 pp | $240M | 6.2% |
| Q4 2024 | 139 | +4.5% | 59.71% | 3.27 pp | $256M | 25% |
| Q3 2024 | 133 | — | 62.98% | — | $342M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying CLFD stock.
Based on Q2 2026 13F filings, institutional ownership of Clearfield, Inc. stands at 65.8%, held across 125 reporting institutions.
AIGH Capital Management LLC is the largest reported institutional holder of CLFD, with approximately 1,008,469 shares worth $0.04B as of Q2 2026.
Yes — 3 widely-followed marquee investors appear among the top 25 institutional holders of CLFD, including CITADEL ADVISORS LLC, MILLENNIUM MANAGEMENT LLC, JANE STREET GROUP, LLC.
Our composite Smart Money Score for CLFD is 68 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
19 institutions opened new positions in CLFD during Q2 2026, while 17 fully exited. 79 added to existing positions and 25 trimmed.
CLFD institutional ownership rose by 5.59 percentage points quarter-over-quarter, with a net change of -1 holders.
The top 10 institutions account for 60.8% of all reported 13F value in CLFD, and the top 25 account for 87.2%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.