CaeCAE
13F holders, Q2 2025 (June 30)265holders +37
49new positions
11sold out
6famous investors
$29.27avg. 13F price*
At the end of Q2 2025, 265 institutions reported holding Cae Inc. (CAE) in their 13F filings, up 37 from Q1 2025. 49 opened new positions and 11 sold out. The largest holders were Caisse de depot et placement du Quebec ($904.3M), JARISLOWSKY, FRASER Ltd ($636.1M) and Brandes Investment Partners, LP ($433.3M). 6 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Cae Inc.
- CUSIP
- 124765108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 49 | $81.5M |
| Exits | 11 | $22.5M |
All 13F filers, Q1 2025 → Q2 2025: 13,664,656 shares bought and 15,467,144 shares sold, net −1,802,488 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 265 holders
| Caisse de depot et placement du Quebec | 1.93% | No change | 30,917,402 | $904.3M |
| JARISLOWSKY, FRASER Ltd | 3.64% | Reduce -6.2% | 21,748,736 | $636.1M |
| Brandes Investment Partners, LP | 3.92% | Add +4.4% | 14,803,106 | $433.3M |
| Mackenzie Financial Corp. | 0.55% | Reduce -9.9% | 14,452,999 | $423.9M |
| Browning West LP | 27.88% | No change | 13,734,943 | $402.0M |
| Vanguard Group Inc. | 0.01% | Add +2.2% | 12,633,497 | $370.3M |
| Beutel, Goodman & Co Ltd. | 1.92% | Reduce -2.3% | 11,528,538 | $337.2M |
| FIL Ltd | 0.20% | Add +35.6% | 7,910,126 | $231.8M |
| Select Equity Group, L.P. | 0.98% | Add +0.6% | 7,909,738 | $231.4M |
| Royal Bank of Canada | 0.04% | Add +8.8% | 7,758,860 | $227.1M |
| National Bank of Canada | 0.16% | Reduce -15.3% | 5,158,139 | $150.9M |
| Snyder Capital Management L P | 3.00% | Reduce -10.2% | 4,813,017 | $140.9M |
| Norges Bank | 0.01% | Reduce -1.3% | 4,031,804 | $118.2M |
| Bank of Montreal | 0.05% | Reduce -10.2% | 3,688,644 | $108.2M |
| Artisan Partners Limited Partnership | 0.15% | Reduce -5.8% | 3,549,501 | $104.1M |
| Letko, Brosseau & Associates Inc. | 1.86% | Reduce -1.8% | 3,323,765 | $97.2M |
| Goldman Sachs Group Inc. | 0.01% | Add +82.5% | 3,120,735 | $91.3M |
| Clearbridge Investments, LLC | 0.06% | Reduce -19.3% | 2,469,472 | $72.3M |
| Bank of Nova Scotia | 0.14% | Add +23.4% | 2,331,094 | $68.3M |
| Geode Capital Management, LLC | 0.00% | Add +15.2% | 2,304,550 | $67.0M |
| Invesco Ltd. | 0.01% | Reduce -1.4% | 2,202,444 | $64.5M |
| Canada Pension Plan Investment Board | 0.05% | Add +24.9% | 2,102,874 | $61.7M |
| Cibc World Market Inc. | 0.11% | Reduce -7.2% | 1,752,962 | $51.4M |
| Capital International Investors | 0.01% | No change | 1,657,584 | $48.6M |
| TD Asset Management Inc | 0.04% | Add +1.2% | 1,592,613 | $46.6M |
| 1832 Asset Management L.P. | 0.08% | Reduce -0.1% | 1,529,603 | $44.8M |
| Sycale Advisors (NY) LLC | 13.53% | Add +17.3% | 1,447,625 | $42.4M |
| Bank of America Corp. | 0.00% | Add +10.4% | 1,341,030 | $39.3M |
| Morgan Stanley | 0.00% | Reduce -6.0% | 1,302,254 | $38.1M |
| Legal & General Group Plc | 0.01% | Reduce -1.4% | 1,293,608 | $37.8M |
| JPMorgan Chase & Co. | 0.00% | Add +0.9% | 1,203,491 | $35.2M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -2.2% | 1,158,784 | $33.9M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Add +356.8% | 1,135,546 | $33.3M |
| Dimensional Fund Advisors LP | 0.01% | Add +0.1% | 1,062,249 | $31.1M |
| New York State Common Retirement Fund | 0.04% | No change | 1,033,504 | $30.3M |
| First Eagle Investment Management, LLC | 0.06% | Reduce -0.1% | 940,907 | $27.6M |
| Federation des caisses Desjardins du Quebec | 0.12% | Add +5.3% | 945,310 | $27.6M |
| Swiss National Bank | 0.02% | Add +1.8% | 923,200 | $27.0M |
| Vident Advisory, LLC | 0.30% | Add +4.6% | 917,577 | $26.8M |
| Intact Investment Management Inc. | 0.78% | Reduce -3.6% | 790,400 | $23.2M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -5.3% | 765,204 | $22.4M |
| Rit Capital Partners PLC | 3.12% | Reduce -4.3% | 764,399 | $22.3M |
| Aviva PLC | 0.04% | Add +7.1% | 720,535 | $21.1M |
| Barclays PLC | 0.01% | Add +5867.7% | 716,663 | $21.0M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.07% | Add +53.7% | 710,400 | $20.8M |
| Two Sigma Investments, LP | 0.03% | Add +39.1% | 625,550 | $18.3M |
| Cresset Asset Management, LLC | 0.09% | Add +1.5% | 598,858 | $17.5M |
| Toronto Dominion Bank | 0.04% | Reduce -57.9% | 569,208 | $16.7M |
| Montrusco Bolton Investments Inc. | 0.18% | New | 560,500 | $16.4M |
| Mufg Securities (canada), LTD. | 0.48% | Add +11.3% | 542,942 | $15.9M |
| Addenda Capital Inc. | 0.57% | Reduce -2.3% | 394,594 | $15.7M |
| Driehaus Capital Management LLC | 0.11% | Add +88.6% | 628,800 | $13.5M |
| Korea Investment CORP | 0.03% | Add +115.3% | 420,391 | $12.3M |
| Amundi | 0.00% | Add +41.9% | 416,608 | $12.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -4.4% | 414,350 | $12.1M |
| Wells Fargo & Company | 0.00% | Reduce -2.8% | 398,801 | $11.7M |
| Heathbridge Capital Management Ltd. | 4.54% | Reduce -0.6% | 386,050 | $11.3M |
| Millennium Management | 0.01% | Add +126.2% | 383,598 | $11.2M |
| Hillsdale Investment Management Inc. | 0.40% | Reduce -60.0% | 371,675 | $10.9M |
| BlackRock, Inc. | 0.00% | Add +10.8% | 365,909 | $10.7M |
| Phoenix Financial Ltd. | 0.14% | New | 352,200 | $10.3M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +1.1% | 347,922 | $10.1M |
| CIBC Asset Management Inc | 0.03% | Reduce -22.9% | 305,856 | $9.0M |
| Citadel Advisors | 0.01% | Add +224.6% | 290,350 | $8.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.7% | 289,477 | $8.5M |
| Deutsche Bank AG | 0.00% | Add +34.3% | 280,095 | $8.2M |
| UBS Group AG | 0.00% | Add +81.4% | 265,296 | $7.8M |
| Northern Trust Corp. | 0.00% | Reduce -23.4% | 246,825 | $7.2M |
| Jupiter Asset Management Ltd. | 0.05% | New | 225,040 | $6.6M |
| Natixis Advisors, LLC | 0.01% | Reduce -20.4% | 221,597 | $6.5M |
| Alberta Investment Management Corp | 0.05% | No change | 217,000 | $6.4M |
| D. E. Shaw & Co. | 0.01% | Add +92.8% | 212,413 | $6.2M |
| Nuveen, LLC | 0.00% | Reduce -5.3% | 212,662 | $6.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.7% | 212,473 | $6.2M |
| Two Sigma Advisers, LP | 0.01% | Add +58.9% | 205,956 | $6.0M |
| Henry James International Management Inc. | 1.95% | No change | 202,256 | $5.9M |
| Cooper Creek Partners Management LLC | 0.19% | New | 200,000 | $5.9M |
| Intech Investment Management LLC | 0.05% | Add +9.1% | 197,184 | $5.8M |
| Scotia Capital Inc. | 0.03% | Reduce -2.8% | 197,376 | $5.8M |
| Forsta Ap-Fonden | 0.04% | New | 195,600 | $5.7M |
| State of Tennessee, Department of Treasury | 0.02% | No change | 191,938 | $5.6M |
| O'shaughnessy Asset Management, LLC | 0.04% | Add +4.0% | 186,733 | $5.5M |
| Jane Street Group, LLC | 0.01% | Add +1306.2% | 186,662 | $5.5M |
| Pictet Asset Management Holding SA | 0.01% | Add +1.5% | 186,072 | $5.4M |
| Stanley-Laman Group, Ltd. | 0.80% | Reduce -8.7% | 184,450 | $5.4M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.03% | Reduce -2.4% | 173,518 | $5.1M |
| Northwest & Ethical Investments L.P. | 0.12% | Reduce -5.1% | 171,079 | $5.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +123.2% | 163,712 | $4.8M |
| Citigroup Inc. | 0.00% | Add +57.0% | 158,905 | $4.6M |
| Triasima Portfolio Management inc. | 0.84% | New | 157,900 | $4.6M |
| HSBC Holdings PLC | 0.00% | Reduce -5.1% | 154,719 | $4.5M |
| Man Group plc | 0.01% | New | 150,881 | $4.4M |
| APG Asset Management N.V. | 0.01% | Add +1.1% | 174,100 | $4.3M |
| American Century Companies Inc. | 0.00% | Reduce -95.3% | 137,729 | $4.0M |
| TD Waterhouse Canada Inc. | 0.03% | Add +18.5% | 134,082 | $3.9M |
| Russell Investments Group, Ltd. | 0.00% | Add +0.4% | 129,445 | $3.8M |
| Marshall Wace, LLP | 0.00% | New | 124,886 | $3.7M |
| Summerhill Capital Management lnc. | 4.06% | Reduce -0.7% | 123,757 | $3.6M |
| Stifel Financial Corp. | 0.00% | Add +8.6% | 118,761 | $3.5M |
| Mn Services Vermogensbeheer B.V. | 0.02% | No change | 113,088 | $3.3M |
| Acadian Asset Management LLC | 0.01% | New | 103,800 | $3.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -32.2% | 103,529 | $3.0M |
| Lazard Asset Management LLC | 0.00% | New | 103,212 | $3.0M |
| FMR LLC | 0.00% | Reduce -96.3% | 101,575 | $3.0M |
| Verition Fund Management LLC | 0.02% | Add +110.2% | 100,563 | $2.9M |
| Hantz Financial Services, Inc. | 0.04% | Reduce -4.0% | 91,753 | $2.7M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +12.4% | 89,160 | $2.6M |
| Claret Asset Management Corp | 0.31% | Reduce -1.0% | 82,148 | $2.4M |
| Franklin Resources Inc. | 0.00% | Add +3.3% | 77,381 | $2.3M |
| Susquehanna Advisors Group, Inc. | 0.13% | New | 67,937 | $2.0M |
| Truist Financial Corp. | 0.00% | Add +5.6% | 67,272 | $2.0M |
| Caption Management, LLC | 0.18% | New | 65,000 | $1.9M |
| Shell Asset Management Co. | 0.07% | Add +36.4% | 64,884 | $1.9M |
| Ritholtz Wealth Management | 0.04% | Add +6.7% | 64,304 | $1.9M |
| M&T Bank Corp | 0.01% | Reduce -1.8% | 63,450 | $1.9M |
| Wellington Management Group LLP | 0.00% | Add +0.3% | 62,655 | $1.8M |
| Qube Research & Technologies Ltd | 0.00% | Add +1.5% | 61,500 | $1.8M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.01% | No change | 59,195 | $1.7M |
| Swiss Life Asset Management Ltd | 0.01% | Add +7.3% | 55,423 | $1.6M |
| Jones Financial Companies LLLP | 0.00% | Add +2.7% | 55,461 | $1.6M |
| Rathbones Group PLC | 0.01% | No change | 52,000 | $1.5M |
| Auxier Asset Management LLC | 0.22% | No change | 51,830 | $1.5M |
| Aviso Financial Inc. | 0.07% | Reduce -0.6% | 51,555 | $1.5M |
| Neuberger Berman Group LLC | 0.00% | Add +382.4% | 51,521 | $1.5M |
| Quantinno Capital Management LP | 0.01% | Add +12.0% | 50,486 | $1.5M |
| Renaissance Technologies | 0.00% | Reduce -38.6% | 50,400 | $1.5M |
| Royce & Associates LP | 0.01% | New | 49,788 | $1.5M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +0.3% | 49,685 | $1.5M |
| LPL Financial LLC | 0.00% | Add +2.8% | 49,552 | $1.5M |
| Pembroke Management, LTD | 0.17% | No change | 35,662 | $1.4M |
| Jain Global LLC | 0.02% | New | 48,400 | $1.4M |
| Quantbot Technologies LP | 0.04% | New | 48,439 | $1.4M |
| Balyasny Asset Management L.P. | 0.00% | New | 45,187 | $1.3M |
| Ossiam | 0.01% | Add +16.4% | 41,949 | $1.2M |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -56.7% | 41,258 | $1.2M |
| Bank of Nova Scotia Trust Co. | 0.11% | Reduce -3.0% | 38,986 | $1.1M |
| Plato Investment Management Ltd | 0.08% | Add +0.0% | 37,762 | $1.1M |
| Janus Henderson Group PLC | 0.00% | Reduce -4.2% | 36,204 | $1.1M |
| PCJ Investment Counsel Ltd. | 0.35% | Reduce -89.5% | 34,950 | $1.0M |
| Transatlantique Private Wealth LLC | 0.37% | Reduce -0.0% | 34,216 | $1.0M |
| Legacy Wealth Asset Management, LLC | 0.24% | Reduce -2.1% | 31,862 | $933K |
| DekaBank Deutsche Girozentrale | 0.00% | Add +0.6% | 32,840 | $925K |
| Public Sector Pension Investment Board | 0.00% | Add +2.0% | 31,038 | $908K |
| OneAscent Investment Solutions LLC | 0.95% | No change | 30,462 | $892K |
| ExodusPoint Capital Management, LP | 0.01% | New | 29,100 | $852K |
| Atria Investments, Inc | 0.01% | Reduce -16.3% | 28,701 | $840K |
| Campbell & CO Investment Adviser LLC | 0.05% | New | 28,218 | $826K |
| Principal Financial Group Inc. | 0.00% | Reduce -4.4% | 28,100 | $822K |
| Nebula Research & Development LLC | 0.07% | Reduce -1.7% | 28,000 | $820K |
| Graham Capital Management, L.P. | 0.02% | New | 26,638 | $780K |
| Pathstone Holdings, LLC | 0.00% | Add +5.7% | 25,976 | $760K |
| Macquarie Group Ltd. | 0.00% | Add +99.0% | 18,191 | $726K |
| Trexquant Investment LP | 0.01% | New | 23,613 | $691K |
| Assenagon Asset Management S.A. | 0.00% | Reduce -10.8% | 23,519 | $688K |
| Cardinal Point Capital Management ULC | 0.05% | No change | 23,483 | $687K |
| Quadrant Capital Group LLC | 0.02% | Reduce -0.0% | 23,299 | $682K |
| IHT Wealth Management, LLC | 0.02% | Reduce -2.4% | 22,822 | $668K |
| Engineers Gate Manager LP | 0.01% | New | 22,600 | $662K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +11.3% | 21,756 | $637K |
| Intrust Bank NA | 0.05% | Reduce -0.1% | 21,023 | $615K |
| Bridgewater Associates | 0.00% | New | 20,577 | $602K |
| Susquehanna Portfolio Strategies, LLC | 0.01% | No change | 19,600 | $574K |
| Alliancebernstein L.P. | 0.00% | Reduce -8.3% | 19,441 | $569K |
| Investment Management Corp of Ontario | 0.01% | Reduce -4.9% | 19,436 | $569K |
| Danske Bank A/S | 0.00% | Add +614.6% | 19,452 | $568K |
| Oppenheimer Asset Management Inc. | 0.01% | Add +3.4% | 18,959 | $555K |
| Westerkirk Capital Inc. | 0.07% | — | 18,300 | $536K |
| Gulf International Bank (UK) Ltd | 0.02% | No change | 17,801 | $522K |
| Lanark Financial, Inc. | 0.04% | Add +0.3% | 17,320 | $506K |
| Metis Global Partners, LLC | 0.01% | Add +5.1% | 16,517 | $484K |
| Fiera Capital Corp | 0.00% | Reduce -97.3% | 15,955 | $467K |
| Creative Planning | 0.00% | Add +28.1% | 15,916 | $466K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -23.1% | 15,913 | $466K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -0.8% | 15,804 | $463K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +0.1% | 15,480 | $453K |
| Royal London Asset Management Ltd. | 0.00% | No change | 15,188 | $445K |
| Dynasty Wealth Management, LLC | 0.01% | Reduce -18.4% | 14,699 | $430K |
| Freedom Investment Management, Inc. | 0.03% | Reduce -8.1% | 14,685 | $430K |
| Cetera Investment Advisers | 0.00% | Reduce -15.5% | 14,410 | $422K |
| Magnetar Financial LLC | 0.00% | New | 14,201 | $416K |
| State of Wyoming | 0.05% | Add +66.7% | 14,050 | $411K |
| Simplex Trading, LLC | 0.01% | New | 13,945 | $408K |
| Principle Wealth Partners LLC | 0.02% | No change | 13,152 | $385K |
| Benjamin Edwards Inc. | 0.00% | Add +19.7% | 13,094 | $383K |
| Corient Private Wealth LP | 0.00% | Add +6.3% | 13,067 | $382K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | — | 11,672 | $342K |
| Ameriprise Financial Inc. | 0.00% | Add +3.1% | 8,654 | $337K |
| Integrated Wealth Concepts LLC | 0.00% | Add +4.8% | 11,498 | $337K |
| Clarius Group, LLC | 0.02% | Add +11.2% | 11,136 | $326K |
| Cerity Partners LLC | 0.00% | New | 11,081 | $324K |
| OMERS ADMINISTRATION Corp | 0.00% | New | 10,700 | $313K |
| Voloridge Investment Management, LLC | 0.00% | New | 10,659 | $312K |
| Signaturefd, LLC | 0.01% | Add +0.6% | 10,578 | $310K |
| S&co Inc. | 0.02% | No change | 10,000 | $292K |
| Prudential Financial Inc. | 0.00% | New | 9,821 | $287K |
| XTX Topco Ltd | 0.01% | New | 9,458 | $277K |
| Ballentine Partners, LLC | 0.00% | New | 9,454 | $277K |
| Aigen Investment Management, LP | 0.04% | Reduce -54.6% | 8,329 | $272K |
| US Bancorp \de | 0.00% | Add +9.1% | 9,100 | $266K |
| Dynamic Technology Lab Private Ltd | 0.04% | New | 9,063 | $265K |
| PNC Financial Services Group, Inc. | 0.00% | Add +11.1% | 8,510 | $249K |
| Capital World Investors | 0.00% | New | 8,486 | $249K |
| First Trust Advisors LP | 0.00% | Reduce -11.9% | 8,308 | $243K |
| Vestmark Advisory Solutions, Inc. | 0.00% | New | 8,076 | $236K |
| &partners | 0.00% | New | 7,540 | $221K |
| UniSuper Management Pty Ltd | 0.00% | Reduce -6.9% | 5,400 | $216K |
| AQR Capital Management | 0.00% | New | 7,222 | $211K |
| Allworth Financial LP | 0.00% | Reduce -0.4% | 7,169 | $210K |
| BNP Paribas Financial Markets | 0.00% | No change | 5,951 | $174K |
| Steph & Co. | 0.05% | Reduce -55.0% | 5,355 | $157K |
| Bessemer Group Inc. | 0.00% | Add +360.9% | 4,402 | $129K |
| Addison Advisors LLC | 0.02% | No change | 3,098 | $91K |
| Employees Retirement System of Texas | 0.00% | New | 2,726 | $80K |
| Brooklyn Investment Group | 0.01% | New | 2,320 | $68K |
| Versant Capital Management, Inc | 0.01% | Add +1.2% | 2,174 | $64K |
| Cromwell Holdings LLC | 0.04% | No change | 2,120 | $62K |
| Spire Wealth Management | 0.00% | Reduce -4.4% | 1,862 | $55K |
| Cwm, LLC | 0.00% | Reduce -8.0% | 1,818 | $53K |
| Natixis | 0.00% | Reduce -9.6% | 1,786 | $52K |
| Ridgewood Investments LLC | 0.02% | No change | 1,750 | $51K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +4.7% | 1,660 | $49K |
| Parallel Advisors, LLC | 0.00% | Add +11.9% | 1,617 | $47K |
| Tacita Capital Inc | 0.03% | No change | 1,500 | $44K |
| Osaic Holdings, Inc. | 0.00% | Add +22.6% | 1,137 | $33K |
| Manchester Capital Management LLC | 0.00% | No change | 800 | $23K |
| NewEdge Advisors, LLC | 0.00% | No change | 795 | $23K |
| First Horizon Advisors, Inc. | 0.00% | Add +175.5% | 766 | $22K |
| Assetmark, Inc. | 0.00% | New | 692 | $20K |
| Arax Advisory Partners | 0.00% | New | 678 | $20K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 625 | $18K |
| Farther Finance Advisors, LLC | 0.00% | Add +6.3% | 595 | $17K |
| Geneos Wealth Management Inc. | 0.00% | No change | 528 | $15K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 525 | $15K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 438 | $13K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 434 | $13K |
| Montag A & Associates Inc. | 0.00% | No change | 408 | $12K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +12.0% | 336 | $10K |
| Principal Securities, Inc. | 0.00% | Add +30.7% | 281 | $8K |
| Sierra Ocean, LLC | 0.00% | No change | 218 | $6K |
| Washington Trust Advisors, Inc. | 0.00% | Reduce -34.9% | 209 | $6K |
| Riggs Asset Managment Co. Inc. | 0.00% | New | 192 | $6K |
| Parkside Financial Bank & Trust | 0.00% | New | 180 | $5K |
| Dogwood Wealth Management LLC | 0.00% | New | 164 | $5K |
| Bell Investment Advisors, Inc | 0.00% | No change | 137 | $4K |
| IFP Advisors, Inc | 0.00% | No change | 121 | $4K |
| MAI Capital Management | 0.00% | New | 111 | $3K |
| Bellwether Advisors, LLC | 0.00% | No change | 93 | $3K |
| Zions Bancorporation, National Association | 0.00% | Reduce -2.2% | 89 | $3K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -35.0% | 76 | $2K |
| Global Retirement Partners, LLC | 0.00% | — | 73 | $2K |
| UMB Bank, n.a. | 0.00% | No change | 70 | $2K |
| Rhumbline Advisers | 0.00% | Reduce -41.2% | 70 | $2K |
| Bare Financial Services, Inc | 0.00% | New | 66 | $2K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 54 | $2K |
| Cornerstone Planning Group LLC | 0.00% | Add +31.7% | 54 | $2K |
| Sound Income Strategies, LLC | 0.00% | No change | 48 | $1K |
| Bogart Wealth, LLC | 0.00% | No change | 42 | $1K |
| Smartleaf Asset Management LLC | 0.00% | No change | 38 | $1K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 35 | $1K |
| Arlington Trust Co LLC | 0.00% | New | 28 | $820 |
| WealthCollab, LLC | 0.00% | No change | 24 | $703 |
| Atticus Wealth Management, LLC | 0.00% | New | 17 | $498 |
| NewSquare Capital LLC | 0.00% | New | 13 | $381 |
| SBI Securities Co., Ltd. | 0.00% | Add +50.0% | 3 | $88 |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 1 | $29 |
"% of holder's portfolio" is CAE's weight in each manager's 13F, not the share of Cae Inc. the manager owns.