CaeCAE
13F holders, Q4 2025 (December 31)264holders +4
34new positions
33sold out
4famous investors
$30.46avg. 13F price*
At the end of Q4 2025, 264 institutions reported holding Cae Inc. (CAE) in their 13F filings, up 4 from Q3 2025. 34 opened new positions and 33 sold out. The largest holders were Caisse de depot et placement du Quebec ($941.4M), 1832 Asset Management L.P. ($675.4M) and Brandes Investment Partners, LP ($461.1M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Cae Inc.
- CUSIP
- 124765108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $90.5M |
| Exits | 33 | $59.4M |
All 13F filers, Q3 2025 → Q4 2025: 34,046,453 shares bought and 12,778,072 shares sold, net +21,268,381 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 264 holders
| Caisse de depot et placement du Quebec | 1.60% | No change | 30,917,402 | $941.4M |
| 1832 Asset Management L.P. | 0.86% | Add +1343.8% | 22,201,969 | $675.4M |
| Brandes Investment Partners, LP | 3.51% | Add +1.1% | 15,157,988 | $461.1M |
| Mackenzie Financial Corp. | 0.49% | Reduce -0.4% | 13,390,611 | $409.7M |
| Vanguard Group Inc. | 0.01% | Add +1.7% | 13,380,797 | $406.9M |
| Browning West LP | 24.32% | Reduce -8.1% | 12,620,233 | $383.9M |
| FIL Ltd | 0.24% | Add +21.9% | 10,422,522 | $317.0M |
| Select Equity Group, L.P. | 1.07% | Add +9.4% | 7,586,679 | $231.0M |
| Beutel, Goodman & Co Ltd. | 1.25% | Reduce -7.2% | 6,679,818 | $203.4M |
| Royal Bank of Canada | 0.03% | Reduce -16.7% | 6,246,058 | $190.0M |
| Snyder Capital Management L P | 3.09% | Add +0.6% | 5,441,338 | $165.5M |
| Bank of Montreal | 0.05% | Reduce -12.8% | 3,789,904 | $115.3M |
| National Bank of Canada | 0.12% | Reduce -10.4% | 3,706,305 | $112.5M |
| Norges Bank | 0.01% | — | 3,234,907 | $98.4M |
| Letko, Brosseau & Associates Inc. | 1.60% | Reduce -1.0% | 3,219,140 | $98.0M |
| Geode Capital Management, LLC | 0.01% | Add +6.5% | 2,777,070 | $84.1M |
| TD Asset Management Inc | 0.07% | Add +82.5% | 2,704,860 | $82.4M |
| Artisan Partners Limited Partnership | 0.13% | Reduce -7.1% | 2,694,232 | $81.9M |
| Invesco Ltd. | 0.01% | Reduce -0.3% | 2,432,117 | $74.0M |
| Clearbridge Investments, LLC | 0.06% | Reduce -3.1% | 2,363,866 | $71.9M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -27.7% | 2,182,384 | $66.4M |
| Canada Pension Plan Investment Board | 0.04% | Reduce -0.2% | 2,172,978 | $66.1M |
| Legal & General Group Plc | 0.01% | Add +15.0% | 2,160,185 | $65.8M |
| Morgan Stanley | 0.00% | Add +114.0% | 2,059,644 | $62.7M |
| Bank of Nova Scotia | 0.09% | Reduce -12.1% | 2,005,841 | $61.0M |
| Dimensional Fund Advisors LP | 0.01% | Add +44.9% | 1,855,167 | $56.4M |
| Federation des caisses Desjardins du Quebec | 0.21% | Add +58.4% | 1,804,400 | $54.8M |
| Manufacturers Life Insurance Company, The | 0.05% | Reduce -4.5% | 1,795,321 | $54.7M |
| Cibc World Market Inc. | 0.08% | Reduce -21.2% | 1,526,360 | $46.4M |
| Bank of America Corp. | 0.00% | Reduce -22.0% | 1,393,737 | $42.4M |
| Sycale Advisors (NY) LLC | 13.28% | Reduce -20.3% | 1,240,182 | $37.7M |
| Driehaus Capital Management LLC | 0.25% | Reduce -2.0% | 1,207,400 | $36.7M |
| Intact Investment Management Inc. | 1.05% | Add +2.7% | 1,202,355 | $36.6M |
| CIBC Asset Management Inc | 0.08% | Add +243.9% | 1,107,936 | $34.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -8.4% | 1,124,546 | $34.2M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -1.8% | 1,112,505 | $33.8M |
| New York State Common Retirement Fund | 0.04% | No change | 1,033,504 | $31.4M |
| Fiera Capital Corp | 0.09% | Add +5035.7% | 974,295 | $29.6M |
| Capital International Investors | 0.00% | Reduce -26.5% | 964,743 | $29.3M |
| Picton Mahoney Asset Management | 0.32% | New | 957,687 | $29.2M |
| First Eagle Investment Management, LLC | 0.05% | Reduce -0.2% | 935,036 | $28.4M |
| Toronto Dominion Bank | 0.05% | Add +31.2% | 865,811 | $26.3M |
| Aviva PLC | 0.04% | Add +5.9% | 825,868 | $25.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -0.2% | 824,092 | $25.1M |
| Swiss National Bank | 0.01% | Reduce -7.8% | 807,500 | $24.6M |
| PCJ Investment Counsel Ltd. | 5.72% | Add +42.5% | 760,585 | $23.1M |
| Global Alpha Capital Management Ltd. | 1.34% | New | 720,900 | $21.9M |
| Cresset Asset Management, LLC | 0.09% | Add +17.8% | 717,855 | $21.8M |
| Montrusco Bolton Investments Inc. | 0.21% | No change | 565,500 | $17.2M |
| State of Wisconsin Investment Board | 0.04% | New | 520,684 | $15.9M |
| UBS Group AG | 0.00% | Reduce -22.3% | 509,112 | $15.5M |
| Addenda Capital Inc. | 0.44% | Reduce -8.8% | 362,752 | $15.1M |
| Mufg Securities (canada), LTD. | 0.41% | Reduce -7.7% | 489,597 | $14.9M |
| Wells Fargo & Company | 0.00% | Add +4.1% | 419,403 | $12.7M |
| BlackRock, Inc. | 0.00% | Add +4.3% | 411,879 | $12.5M |
| Public Sector Pension Investment Board | 0.04% | Add +1081.4% | 401,667 | $12.2M |
| Heathbridge Capital Management Ltd. | 4.39% | Reduce -1.5% | 377,600 | $11.5M |
| Amundi | 0.00% | Reduce -10.0% | 370,808 | $11.3M |
| Two Sigma Investments, LP | 0.02% | Reduce -29.9% | 315,150 | $9.6M |
| Waratah Capital Advisors Ltd. | 0.72% | New | 312,748 | $9.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.0% | 286,239 | $8.7M |
| Korea Investment CORP | 0.02% | Reduce -23.6% | 285,651 | $8.7M |
| Deutsche Bank AG | 0.00% | Reduce -0.7% | 278,277 | $8.5M |
| Northern Trust Corp. | 0.00% | Add +0.1% | 256,116 | $7.8M |
| Northwest & Ethical Investments L.P. | 0.17% | Add +47.5% | 248,024 | $7.5M |
| Citadel Advisors | 0.01% | Add +64.2% | 245,770 | $7.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.8% | 216,513 | $6.6M |
| Nuveen, LLC | 0.00% | No change | 212,662 | $6.5M |
| Forsta Ap-Fonden | 0.04% | Reduce -0.2% | 196,200 | $6.0M |
| Stanley-Laman Group, Ltd. | 0.75% | Add +5.6% | 194,624 | $5.9M |
| TD Waterhouse Canada Inc. | 0.04% | Add +61.2% | 192,636 | $5.8M |
| Henry James International Management Inc. | 1.75% | Reduce -8.7% | 182,218 | $5.5M |
| State of Tennessee, Department of Treasury | 0.02% | Reduce -8.3% | 168,854 | $5.4M |
| Avanza Fonder AB | 0.14% | New | 129,526 | $5.4M |
| Pictet Asset Management Holding SA | 0.01% | Reduce -7.0% | 177,314 | $5.4M |
| Jupiter Asset Management Ltd. | 0.04% | Reduce -30.6% | 176,669 | $5.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Reduce -3.1% | 168,702 | $5.1M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.03% | Reduce -8.7% | 168,540 | $5.1M |
| Scotia Capital Inc. | 0.02% | Add +15.6% | 160,749 | $4.9M |
| Natixis Advisors, LLC | 0.01% | Reduce -30.3% | 154,909 | $4.7M |
| Royce & Associates LP | 0.05% | Add +22.0% | 152,442 | $4.6M |
| American Century Companies Inc. | 0.00% | Reduce -11.7% | 151,611 | $4.6M |
| Anson Funds Management LP | 0.62% | Reduce -6.5% | 145,000 | $4.4M |
| APG Asset Management N.V. | 0.01% | Reduce -4.5% | 166,216 | $4.3M |
| D. E. Shaw & Co. | 0.00% | Reduce -14.7% | 140,099 | $4.3M |
| Russell Investments Group, Ltd. | 0.00% | Add +9.0% | 135,889 | $4.1M |
| O'shaughnessy Asset Management, LLC | 0.02% | Reduce -23.5% | 134,701 | $4.1M |
| Summerhill Capital Management lnc. | 3.46% | Reduce -0.3% | 123,223 | $3.7M |
| Franklin Resources Inc. | 0.00% | Reduce -5.3% | 120,285 | $3.7M |
| Bank of Nova Scotia Trust Co. | 0.31% | Add +206.3% | 117,602 | $3.6M |
| Mn Services Vermogensbeheer B.V. | 0.02% | Add +2.9% | 116,311 | $3.5M |
| Stifel Financial Corp. | 0.00% | Add +21.9% | 112,093 | $3.4M |
| Citigroup Inc. | 0.00% | Reduce -66.3% | 108,588 | $3.3M |
| Quantinno Capital Management LP | 0.01% | Add +66.0% | 107,699 | $3.3M |
| Hillsdale Investment Management Inc. | 0.09% | Add +49.6% | 104,185 | $3.2M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +17.8% | 103,686 | $3.2M |
| Raymond James Financial Inc. | 0.00% | Add +2.2% | 102,491 | $3.1M |
| Man Group plc | 0.01% | Reduce -0.2% | 85,181 | $2.6M |
| FMR LLC | 0.00% | Reduce -9.8% | 85,053 | $2.6M |
| Hantz Financial Services, Inc. | 0.04% | Reduce -5.2% | 84,143 | $2.6M |
| Claret Asset Management Corp | 0.29% | Reduce -0.4% | 81,305 | $2.5M |
| Jones Financial Companies LLLP | 0.00% | Add +6.2% | 73,208 | $2.2M |
| Wellington Management Group LLP | 0.00% | Add +5.0% | 67,892 | $2.1M |
| Swiss Life Asset Management Ltd | 0.01% | Add +8.3% | 67,880 | $2.1M |
| LPL Financial LLC | 0.00% | Add +18.5% | 64,023 | $1.9M |
| M&T Bank Corp | 0.01% | Add +0.2% | 63,573 | $1.9M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.01% | Add +5.0% | 62,686 | $1.9M |
| Pembroke Management, LTD | 0.19% | Add +43.0% | 61,864 | $1.9M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -89.6% | 59,246 | $1.8M |
| Ritholtz Wealth Management | 0.03% | Reduce -17.3% | 56,829 | $1.7M |
| Verition Fund Management LLC | 0.01% | Reduce -15.3% | 53,860 | $1.6M |
| Assenagon Asset Management S.A. | 0.00% | Add +106.2% | 53,165 | $1.6M |
| D.A. Davidson & Co. | 0.01% | Add +32.7% | 52,456 | $1.6M |
| Rathbones Group PLC | 0.01% | No change | 52,000 | $1.6M |
| Auxier Asset Management LLC | 0.22% | Reduce -1.0% | 51,330 | $1.6M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -0.4% | 49,872 | $1.5M |
| Janus Henderson Group PLC | 0.00% | Add +5.1% | 49,104 | $1.5M |
| Aviso Financial Inc. | 0.06% | Reduce -0.2% | 49,007 | $1.5M |
| Millennium Management | 0.00% | Reduce -86.4% | 48,283 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Reduce -69.9% | 47,533 | $1.4M |
| AQR Capital Management | 0.00% | Add +379.0% | 42,077 | $1.3M |
| K.J. Harrison & Partners Inc | 0.16% | New | 40,131 | $1.2M |
| SIG North Trading, ULC | 0.21% | New | 39,498 | $1.2M |
| Investment Management Corp of Ontario | 0.02% | Add +230.3% | 39,419 | $1.2M |
| Callan Family Office, LLC | 0.03% | New | 39,115 | $1.2M |
| Utah Retirement Systems | 0.01% | No change | 35,728 | $1.1M |
| Two Sigma Advisers, LP | 0.00% | Reduce -86.1% | 34,556 | $1.1M |
| Transatlantique Private Wealth LLC | 0.32% | Reduce -0.3% | 33,641 | $1.0M |
| Vident Advisory, LLC | 0.01% | Add +6.3% | 33,283 | $1.0M |
| Legacy Wealth Asset Management, LLC | 0.23% | Reduce -2.0% | 30,859 | $939K |
| Rit Capital Partners PLC | 0.21% | Reduce -96.0% | 30,409 | $924K |
| OneAscent Investment Solutions LLC | 0.93% | No change | 29,006 | $882K |
| HRT Financial LP | 0.00% | Add +208.6% | 28,756 | $874K |
| Alliancebernstein L.P. | 0.00% | Reduce -0.1% | 28,643 | $871K |
| Henshaw Capital LLC | 0.03% | New | 28,087 | $854K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -25.9% | 28,000 | $852K |
| 683 Capital Management, LLC | 0.07% | No change | 25,000 | $761K |
| Principal Financial Group Inc. | 0.00% | Reduce -7.0% | 24,000 | $731K |
| Quadrant Capital Group LLC | 0.02% | No change | 23,299 | $709K |
| Cardinal Point Capital Management ULC | 0.05% | Reduce -0.9% | 23,186 | $706K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 32,840 | $696K |
| Triasima Portfolio Management inc. | 0.10% | Reduce -88.6% | 22,600 | $688K |
| Atria Investments, Inc | 0.01% | Add +0.5% | 22,389 | $681K |
| IHT Wealth Management, LLC | 0.02% | Reduce -3.6% | 21,888 | $666K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Add +63.6% | 21,326 | $649K |
| Pathstone Holdings, LLC | 0.00% | Reduce -7.5% | 20,919 | $636K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -4.3% | 20,658 | $628K |
| Susquehanna Portfolio Strategies, LLC | 0.01% | No change | 19,600 | $596K |
| Ameriprise Financial Inc. | 0.00% | Add +67.9% | 14,383 | $590K |
| Oppenheimer Asset Management Inc. | 0.01% | Add +0.7% | 19,233 | $585K |
| XTX Topco Ltd | 0.02% | Reduce -37.7% | 19,182 | $584K |
| Cetera Investment Advisers | 0.00% | Add +10.3% | 19,062 | $580K |
| Public Employees Retirement System of Ohio | 0.00% | Add +3.5% | 19,033 | $579K |
| Metis Global Partners, LLC | 0.01% | Add +11.3% | 18,345 | $558K |
| Plato Investment Management Ltd | 0.04% | Reduce -52.4% | 18,052 | $552K |
| Gulf International Bank (UK) Ltd | 0.02% | No change | 17,801 | $541K |
| Bleakley Financial Group, LLC | 0.01% | Add +40.9% | 17,418 | $530K |
| Lanark Financial, Inc. | 0.04% | Reduce -0.0% | 17,119 | $521K |
| Brooklyn Investment Group | 0.02% | New | 16,477 | $514K |
| Danske Bank A/S | 0.00% | Reduce -7.2% | 16,820 | $512K |
| Storgate, LLC | 0.41% | — | 16,497 | $502K |
| Caprock Group, LLC | 0.01% | Add +72.8% | 16,305 | $496K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | New | 16,076 | $489K |
| Truist Financial Corp. | 0.00% | Add +4.8% | 15,064 | $458K |
| Creative Planning | 0.00% | Reduce -13.1% | 14,279 | $434K |
| OMERS ADMINISTRATION Corp | 0.00% | New | 14,160 | $431K |
| Engineers Gate Manager LP | 0.01% | New | 14,136 | $429K |
| Jane Street Group, LLC | 0.00% | Reduce -50.5% | 14,053 | $427K |
| Royal London Asset Management Ltd. | 0.00% | No change | 14,011 | $426K |
| AYAL Capital Advisors Ltd | 0.23% | New | 13,500 | $411K |
| Barclays PLC | 0.00% | Reduce -94.0% | 13,385 | $407K |
| Cerity Partners LLC | 0.00% | Add +14.1% | 13,374 | $407K |
| Principle Wealth Partners LLC | 0.02% | No change | 13,152 | $400K |
| Corient Private Wealth LP | 0.00% | Reduce -20.4% | 13,149 | $400K |
| State of Wyoming | 0.04% | Add +2.8% | 13,007 | $396K |
| Neuberger Berman Group LLC | 0.00% | Reduce -62.7% | 12,798 | $390K |
| Sanctuary Advisors, LLC | 0.00% | Add +3.0% | 12,596 | $383K |
| Xponance LLC | 0.00% | New | 12,370 | $377K |
| Abacus Wealth Partners, LLC | 0.04% | New | 12,330 | $375K |
| Signaturefd, LLC | 0.01% | Add +12.1% | 11,908 | $362K |
| Intech Investment Management LLC | 0.00% | Reduce -93.0% | 11,636 | $354K |
| Crossmark Global Holdings, Inc. | 0.00% | Reduce -27.5% | 11,218 | $341K |
| Mariner, LLC | 0.00% | Add +46.1% | 11,199 | $341K |
| US Bancorp \de | 0.00% | Add +4.6% | 10,774 | $328K |
| S&co Inc. | 0.02% | No change | 10,000 | $304K |
| Clarius Group, LLC | 0.02% | No change | 9,723 | $296K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -6.0% | 9,427 | $287K |
| Osmosis Investment Management UK Ltd | 0.01% | — | 9,324 | $284K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 6,203 | $264K |
| Alessandra Capital Management, LLC | 0.23% | — | 8,495 | $258K |
| Dynasty Wealth Management, LLC | 0.00% | Add +3.1% | 8,201 | $249K |
| Syon Capital LLC | 0.01% | New | 8,102 | $246K |
| Oppenheimer & Co. Inc. | 0.00% | New | 7,500 | $228K |
| UniSuper Management Pty Ltd | 0.00% | No change | 5,400 | $225K |
| Asahi Life Asset Management Co., LTD. | 0.13% | New | 7,390 | $225K |
| Ballentine Partners, LLC | 0.00% | Reduce -27.8% | 6,822 | $208K |
| Allworth Financial LP | 0.00% | Reduce -8.7% | 6,309 | $192K |
| BNP Paribas Financial Markets | 0.00% | Reduce -3.9% | 5,801 | $176K |
| Basecamp Wealth Advisors LLC | 0.03% | — | 4,107 | $125K |
| Addison Advisors LLC | 0.02% | No change | 3,060 | $93K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -83.0% | 2,822 | $86K |
| Natixis | 0.00% | Reduce -1.0% | 2,576 | $78K |
| Purpose Unlimited Inc. | 0.00% | — | 2,433 | $74K |
| Versant Capital Management, Inc | 0.01% | Add +5.7% | 2,278 | $69K |
| Cromwell Holdings LLC | 0.04% | No change | 2,120 | $64K |
| Cwm, LLC | 0.00% | Add +1.9% | 1,926 | $59K |
| Spire Wealth Management | 0.00% | No change | 1,862 | $57K |
| Parallel Advisors, LLC | 0.00% | Add +2.7% | 1,712 | $52K |
| Brown Brothers Harriman & Co. | 0.00% | New | 1,554 | $47K |
| Steph & Co. | 0.01% | Reduce -71.8% | 1,511 | $46K |
| Tacita Capital Inc | 0.03% | No change | 1,500 | $46K |
| Kestra Advisory Services, LLC | 0.00% | New | 1,357 | $41K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +170.7% | 1,267 | $39K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -34.8% | 1,211 | $37K |
| Arax Advisory Partners | 0.00% | Add +7.9% | 1,102 | $34K |
| Bessemer Group Inc. | 0.00% | Reduce -81.4% | 1,031 | $32K |
| Osaic Holdings, Inc. | 0.00% | Reduce -12.7% | 1,043 | $32K |
| Westerkirk Capital Inc. | 0.00% | Reduce -93.3% | 900 | $27K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 803 | $24K |
| NewEdge Advisors, LLC | 0.00% | No change | 795 | $24K |
| Assetmark, Inc. | 0.00% | No change | 692 | $21K |
| Manchester Capital Management LLC | 0.00% | Reduce -14.4% | 685 | $21K |
| Simplex Trading, LLC | 0.00% | Reduce -94.6% | 642 | $20K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 625 | $19K |
| Farther Finance Advisors, LLC | 0.00% | Add +2.2% | 608 | $18K |
| Sittner & Nelson, LLC | 0.01% | New | 500 | $16K |
| Group One Trading LLC | 0.00% | Reduce -70.6% | 500 | $15K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +24.6% | 456 | $14K |
| Pacifica Partners Inc. | 0.01% | New | 439 | $13K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 438 | $13K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -11.3% | 434 | $13K |
| Montag A & Associates Inc. | 0.00% | No change | 408 | $12K |
| Rockefeller Capital Management L.P. | 0.00% | Add +1140.0% | 310 | $9K |
| Rothschild Investment LLC | 0.00% | No change | 260 | $8K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -32.3% | 229 | $7K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 229 | $7K |
| Parkside Financial Bank & Trust | 0.00% | No change | 180 | $5K |
| Blue Trust, Inc. | 0.00% | Reduce -60.6% | 155 | $5K |
| Smartleaf Asset Management LLC | 0.00% | No change | 150 | $5K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -15.3% | 116 | $4K |
| Larson Financial Group LLC | 0.00% | New | 116 | $4K |
| Ramirez Asset Management, Inc. | 0.00% | New | 96 | $3K |
| IFP Advisors, Inc | 0.00% | Reduce -26.3% | 87 | $3K |
| Zions Bancorporation, National Association | 0.00% | No change | 82 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 76 | $2K |
| UMB Bank, n.a. | 0.00% | No change | 70 | $2K |
| Rhumbline Advisers | 0.00% | No change | 70 | $2K |
| Bare Financial Services, Inc | 0.00% | No change | 66 | $2K |
| Dogwood Wealth Management LLC | 0.00% | No change | 64 | $2K |
| Sound Income Strategies, LLC | 0.00% | No change | 48 | $2K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 49 | $1K |
| MAI Capital Management | 0.00% | New | 48 | $1K |
| Cornerstone Planning Group LLC | 0.00% | No change | 41 | $1K |
| Bogart Wealth, LLC | 0.00% | No change | 42 | $1K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 35 | $1K |
| SBI Securities Co., Ltd. | 0.00% | No change | 29 | $882 |
| WealthCollab, LLC | 0.00% | No change | 24 | $731 |
| TD Private Client Wealth LLC | 0.00% | New | 24 | $730 |
| Godfrey Financial Associates, Inc. | 0.00% | — | 19 | $578 |
| Triumph Capital Management | 0.00% | New | 15 | $456 |
| Financial Consulate, Inc. | 0.00% | New | 10 | $305 |
| Kilter Group LLC | 0.00% | No change | 8 | $244 |
| Creative Financial Designs Inc. | 0.00% | New | 8 | $243 |
| MV Capital Management, Inc. | 0.00% | New | 2 | $61 |
"% of holder's portfolio" is CAE's weight in each manager's 13F, not the share of Cae Inc. the manager owns.