| 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 | β | 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 | β | 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). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in CLFD β a direct measure of their conviction.
| 58.67% |
| 1.04 pp |
| $240M |
| 6.2% |
| Q4 2024 | 139 | +4.5% | 59.71% | 3.27 pp | $256M | 25% |
| Q3 2024 | 133 | β | 62.98% | β | $342M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
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.
Clearfield, Inc. (CLFD) Institutional Ownership