Charles & Colvard, Ltd. (CTHR) Institutional Ownership

Based on Q2 2025 13F filings, institutional ownership of Charles & Colvard, Ltd. stands at 0.0%, held across 1 reporting institutions.

ADVISOR GROUP HOLDINGS, INC. is the largest reported institutional holder of CTHR, with approximately 27 shares worth $0.00B as of Q2 2025.

No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of CTHR.

Our composite Smart Money Score for CTHR is 8 out of 100 (Heavy Distribution). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.

0 institutions opened new positions in CTHR during Q2 2025, while 13 fully exited. 1 added to existing positions and 0 trimmed.

CTHR institutional ownership fell by 78.91 percentage points quarter-over-quarter, with a net change of -13 holders.

The top 10 institutions account for 100.0% of all reported 13F value in CTHR, and the top 25 account for 100.0%.

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.