| 0.01% |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | 523K | $291K | -0.0% | 8.419% | 0.00% |
| 5 | BlackRock, Inc. | 199K | $111K | 0.0% | 3.208% | 0.00% |
| 6 | Creative Planning | 136K | $76K | -14.5% | 2.190% | 0.00% |
| 7 | HighTower Advisors, LLC | 127K | $71K | 0.0% | 2.041% | 0.00% |
| 8 | DDD Partners, LLC | 120K | $67K | +4.3% | 1.931% | 0.00% |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 118K | $66K | +85.1% | 1.905% | 0.00% |
| 10 | STATE STREET CORP | 89K | $49K | 0.0% | 1.432% | 0.00% |
| 11 | Rockefeller Capital Management L.P. | 81K | $45K | +801.4% | 1.307% | 0.00% |
| 12 | RENAISSANCE TECHNOLOGIES LLC | 78K | $43K | +89.6% | 1.252% | 0.00% |
| 13 | NORTHERN TRUST CORP | 74K | $41K | -1.9% | 1.191% | 0.00% |
| 14 | Disciplined Investments, LLC | 56K | $31K | 0.0% | 0.899% | 0.01% |
| 15 | Americana Partners, LLC | 55K | $31K | +83.3% | 0.885% | 0.00% |
| 16 | RAYMOND JAMES FINANCIAL INC | 52K | $29K | -0.0% | 0.834% | 0.00% |
| 17 | INTEGRITY ALLIANCE, LLC. | 40K | $22K | 0.0% | 0.636% | 0.00% |
| 18 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 38K | $21K | 0.0% | 0.617% | 0.00% |
| 19 | HIGHLAND CAPITAL MANAGEMENT, LLC | 32K | $18K | 0.0% | 0.522% | 0.00% |
| 20 | XTX Topco Ltd | 29K | $16K | — | 0.467% | 0.00% |
| 21 | TWO SIGMA SECURITIES, LLC | 27K | $15K | — | 0.431% | 0.00% |
| 22 | JANE STREET GROUP, LLC | 24K | $13K | +80.2% | 0.383% | 0.00% |
| 23 | Chicago Partners Investment Group LLC | 18K | $13K | 0.0% | 0.290% | 0.00% |
| 24 | WELLS FARGO & COMPANY/MN | 21K | $12K | 0.0% | 0.339% | 0.00% |
| 25 | Gleason Group, Inc. | 18K | $10K | 0.0% | 0.290% | 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 CLIR — a direct measure of their conviction.
| 4.21% |
| 0.67 pp |
| $2M |
| +1.8% |
| Q2 2024 | 30 | +11% | 4.88% | 0.40 pp | $2M | 2.4% |
| Q1 2024 | 27 | — | 5.28% | — | $2M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
3 institutions opened new positions in CLIR during Q4 2025, while 5 fully exited. 8 added to existing positions and 24 trimmed.
CLIR institutional ownership rose by 74.55 percentage points quarter-over-quarter, with a net change of -1 holders.
The top 10 institutions account for 98.5% of all reported 13F value in CLIR, and the top 25 account for 99.9%.
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.