HolderBook

CALIBERCOS INC (CWD)

Institutional ownership reported to the SEC as of Q2 2026, across 13 quarters.

17
Reporting holders
$200.2K
Reported value
2.9%
Of shares outstanding
0.0%
Calls
0.0%
Puts
+1
Holder change

Institutions report 305,334 shares against 10,384,653 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
SUSQUEHANNA INTERNATIONAL GROUP, LLP$37.0K56,4890.00%newNEW
GEODE CAPITAL MANAGEMENT, LLC$36.3K55,3900.00%3q-15.7%-$6.8K
VANGUARD CAPITAL MANAGEMENT LLC$23.9K36,4970.00%2q+38.5%+$6.7K
VANGUARD FIDUCIARY TRUST CO$23.4K35,7590.00%2qHELD
XTX Topco Ltd$18.8K28,7650.00%3q+32.1%+$4.6K
HRT FINANCIAL LP$18.0K28,2190.00%newNEW
NORTHERN TRUST CORP$13.5K20,6040.00%3q+87.5%+$6.3K
Virtu Financial LLC$13.0K19,3060.00%newNEW
UBS Group AG$10.4K15,8690.00%3q+360.8%+$8.1K
Tower Research Capital LLC (TRC)$3.0K4,6100.00%5q+93.4%+$1.5K
Fortitude Family Office, LLC$1.6K2,4150.00%11qHELD
ROYAL BANK OF CANADA$1.0K1,0480.00%5qHELD
DecisionPoint Financial, LLC$921420.00%3qHELD
Crewe Advisors LLC$801210.00%5qHELD
BARCLAYS PLC$40610.00%newNEW
MORGAN STANLEY$25380.00%4qHELD
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$110.00%2q-99.9%-$1.2K

What the company announced

Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.

FiledEvent dateWhatSource
2026-09-152026-09-14Material agreement enteredfiling
2026-08-262026-08-21Delisting noticefiling

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202617$200.2K305,3344520.0%
Q1 202616$243.2K211,6473240.0%
Q4 202517$190.4K153,8848230.0%
Q3 202510$144.5K32,4695130.0%
Q2 20257$31.0K8,6226010.0%
Q1 202519$484.0K873,7103350.0%
Q4 202418$484.7K692,5244330.0%
Q3 202415$457.7K733,3803240.0%
Q2 202414$544.9K652,3601420.0%
Q1 202415$633.0K632,8485120.0%
Q4 202310$726.6K563,2692010.0%
Q3 20237$767.9K564,3052100.0%
Q2 20238$1.2M599,2678000.0%