CaeCAE
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 293 institutions reported holding Cae Inc. (CAE) in their 13F filings, up 29 from Q4 2025. 49 opened new positions and 21 sold out. The largest holders were Caisse de depot et placement du Quebec ($802.4M), 1832 Asset Management L.P. ($427.1M) and Brandes Investment Partners, LP ($413.5M). 6 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Cae Inc.
- CUSIP
- 124765108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 49 | $147.0M |
| Exits | 21 | $16.4M |
All 13F filers, Q4 2025 → Q1 2026: 22,509,485 shares bought and 21,562,516 shares sold, net +946,969 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 293 holders
| Caisse de depot et placement du Quebec | 1.29% | No change | 30,917,402 | $802.4M |
| 1832 Asset Management L.P. | 0.57% | Reduce -26.1% | 16,395,507 | $427.1M |
| Brandes Investment Partners, LP | 2.93% | Add +4.7% | 15,874,667 | $413.5M |
| Browning West LP | 20.33% | No change | 12,620,233 | $328.8M |
| Mackenzie Financial Corp. | 0.37% | Reduce -10.8% | 11,944,101 | $310.9M |
| Vanguard Capital Management LLC | 0.01% | — | 8,723,259 | $227.1M |
| Select Equity Group, L.P. | 1.14% | Add +8.8% | 8,251,691 | $214.2M |
| Beutel, Goodman & Co Ltd. | 1.10% | Reduce -6.8% | 6,228,487 | $161.7M |
| Royal Bank of Canada | 0.03% | Reduce -2.0% | 6,118,156 | $159.4M |
| Bank of Montreal | 0.05% | Add +31.0% | 4,964,469 | $129.3M |
| Snyder Capital Management L P | 2.48% | Reduce -9.9% | 4,904,452 | $127.8M |
| FIL Ltd | 0.09% | Reduce -57.2% | 4,459,569 | $116.1M |
| National Bank of Canada | 0.11% | Add +12.1% | 4,154,727 | $108.0M |
| TD Asset Management Inc | 0.07% | Add +30.4% | 3,528,537 | $91.6M |
| CIBC Asset Management Inc | 0.21% | Add +202.3% | 3,349,229 | $87.8M |
| Letko, Brosseau & Associates Inc. | 1.31% | Reduce -3.0% | 3,122,440 | $81.0M |
| Federation des caisses Desjardins du Quebec | 0.28% | Add +69.2% | 3,053,040 | $79.1M |
| Geode Capital Management, LLC | 0.00% | Add +3.7% | 2,879,048 | $74.6M |
| Vanguard Fiduciary Trust Co. | 0.02% | — | 2,802,209 | $73.0M |
| Invesco Ltd. | 0.01% | Add +5.5% | 2,565,204 | $66.8M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.14% | New | 2,344,602 | $61.1M |
| Fiera Capital Corp | 0.20% | Add +136.2% | 2,300,829 | $59.9M |
| Dimensional Fund Advisors LP | 0.01% | Add +18.5% | 2,198,926 | $57.3M |
| Clearbridge Investments, LLC | 0.05% | Reduce -11.6% | 2,090,508 | $55.5M |
| Morgan Stanley | 0.00% | Reduce -0.3% | 2,054,283 | $53.5M |
| Legal & General Group Plc | 0.01% | Reduce -4.9% | 2,054,944 | $53.3M |
| Canada Pension Plan Investment Board | 0.03% | Reduce -6.8% | 2,024,278 | $52.7M |
| Cibc World Market Inc. | 0.08% | Add +14.7% | 1,750,176 | $45.6M |
| Bank of America Corp. | 0.00% | Add +22.1% | 1,701,002 | $44.3M |
| Bank of Nova Scotia | 0.08% | Reduce -16.2% | 1,680,635 | $43.7M |
| Picton Mahoney Asset Management | 0.42% | Add +62.3% | 1,554,416 | $40.5M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -3.9% | 1,069,297 | $38.7M |
| Artisan Partners Limited Partnership | 0.06% | Reduce -47.5% | 1,413,596 | $36.8M |
| Vanguard Global Advisers, LLC | 0.02% | — | 1,277,281 | $33.3M |
| Manufacturers Life Insurance Company, The | 0.03% | Reduce -32.2% | 1,216,882 | $31.7M |
| Global Alpha Capital Management Ltd. | 1.89% | Add +67.4% | 1,206,866 | $31.5M |
| JPMorgan Chase & Co. | 0.00% | Add +4.8% | 1,178,964 | $30.1M |
| New York State Common Retirement Fund | 0.04% | No change | 1,033,504 | $26.9M |
| Swiss National Bank | 0.02% | Add +27.3% | 1,028,300 | $26.7M |
| Capital International Investors | 0.01% | No change | 964,743 | $25.1M |
| First Eagle Investment Management, LLC | 0.04% | No change | 935,036 | $24.4M |
| Driehaus Capital Management LLC | 0.17% | Reduce -25.5% | 899,900 | $23.4M |
| Waratah Capital Advisors Ltd. | 2.07% | Add +184.3% | 889,234 | $23.2M |
| Aviva PLC | 0.04% | Add +2.9% | 850,130 | $22.1M |
| Sunriver Management LLC | 3.72% | New | 844,393 | $22.0M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +2.8% | 846,883 | $22.0M |
| Toronto Dominion Bank | 0.04% | Reduce -2.9% | 841,094 | $21.9M |
| PCJ Investment Counsel Ltd. | 5.80% | Add +2.9% | 782,693 | $20.4M |
| Sycale Advisors (NY) LLC | 10.05% | Reduce -38.5% | 762,707 | $19.9M |
| TD Waterhouse Canada Inc. | 0.06% | Add +274.4% | 721,207 | $19.0M |
| Cresset Asset Management, LLC | 0.08% | Add +1.4% | 727,565 | $19.0M |
| Intact Investment Management Inc. | 0.51% | Reduce -43.3% | 682,245 | $17.8M |
| Citadel Advisors | 0.01% | Add +169.7% | 662,899 | $17.3M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | — | 627,488 | $16.3M |
| Deutsche Bank AG | 0.01% | Add +112.0% | 589,869 | $15.4M |
| Amundi | 0.00% | Add +58.5% | 587,632 | $15.3M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.09% | Add +241.3% | 575,216 | $15.0M |
| Montrusco Bolton Investments Inc. | 0.22% | No change | 565,500 | $14.7M |
| UBS Group AG | 0.00% | Add +10.3% | 561,793 | $14.6M |
| Millennium Management | 0.01% | Add +1058.7% | 559,440 | $14.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -76.0% | 523,196 | $13.6M |
| Addenda Capital Inc. | 0.37% | Add +1.1% | 366,816 | $13.3M |
| Mufg Securities (canada), LTD. | 0.36% | Reduce -2.5% | 477,335 | $12.4M |
| Public Sector Pension Investment Board | 0.04% | Add +17.0% | 469,964 | $12.3M |
| Barclays PLC | 0.00% | Add +3303.8% | 455,598 | $11.9M |
| Wells Fargo & Company | 0.00% | Add +6.7% | 447,372 | $11.6M |
| BlackRock, Inc. | 0.00% | Add +7.5% | 442,839 | $11.5M |
| State of Wisconsin Investment Board | 0.02% | Reduce -25.6% | 387,484 | $10.1M |
| Heathbridge Capital Management Ltd. | 3.55% | Reduce -0.3% | 376,350 | $9.8M |
| Senvest Management, LLC | 0.32% | New | 370,000 | $9.6M |
| D. E. Shaw & Co. | 0.01% | Add +141.2% | 337,899 | $8.8M |
| Nuveen, LLC | 0.00% | Add +52.8% | 324,866 | $8.4M |
| FMR LLC | 0.00% | Add +236.8% | 286,496 | $7.5M |
| Anson Funds Management LP | 0.97% | Add +93.1% | 280,000 | $7.3M |
| Qube Research & Technologies Ltd | 0.01% | Add +878.0% | 273,842 | $7.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -4.9% | 272,154 | $7.1M |
| Korea Investment CORP | 0.01% | Reduce -6.3% | 267,752 | $6.9M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | New | 264,246 | $6.9M |
| Renaissance Technologies | 0.01% | New | 261,900 | $6.8M |
| Northern Trust Corp. | 0.00% | Add +0.8% | 258,251 | $6.7M |
| Scotia Capital Inc. | 0.03% | Add +58.4% | 254,600 | $6.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +16.8% | 252,813 | $6.6M |
| Northwest & Ethical Investments L.P. | 0.14% | Reduce -8.7% | 226,461 | $5.9M |
| Ameriprise Financial Inc. | 0.00% | Add +1037.2% | 163,565 | $5.9M |
| Schonfeld Strategic Advisors LLC | 0.05% | New | 225,224 | $5.9M |
| Jones Financial Companies LLLP | 0.00% | Add +204.6% | 222,983 | $5.8M |
| Agf Management Ltd. | 0.03% | New | 198,921 | $5.7M |
| Royce & Associates LP | 0.05% | Add +29.8% | 197,817 | $5.2M |
| Stanley-Laman Group, Ltd. | 0.63% | Add +1.4% | 197,404 | $5.1M |
| American Century Companies Inc. | 0.00% | Add +29.1% | 195,741 | $5.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +9.1% | 184,126 | $4.8M |
| Henry James International Management Inc. | 1.71% | No change | 182,218 | $4.7M |
| Avanza Fonder AB | 0.13% | No change | 129,526 | $4.7M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -1.9% | 173,882 | $4.5M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 168,854 | $4.4M |
| Natixis Advisors, LLC | 0.01% | Add +2.6% | 158,975 | $4.1M |
| Bank of Nova Scotia Trust Co. | 0.35% | Add +34.8% | 158,544 | $4.1M |
| NewGen Asset Management Ltd | 2.51% | New | 158,200 | $4.1M |
| Quantinno Capital Management LP | 0.01% | Add +33.8% | 144,071 | $3.8M |
| Vanguard Investments Australia, Ltd. | 0.01% | — | 142,443 | $3.7M |
| APG Asset Management N.V. | 0.01% | Reduce -2.1% | 162,670 | $3.7M |
| Russell Investments Group, Ltd. | 0.00% | Add +3.7% | 140,901 | $3.6M |
| Stifel Financial Corp. | 0.00% | Add +17.7% | 131,891 | $3.4M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +1953.4% | 127,374 | $3.3M |
| Franklin Resources Inc. | 0.00% | Add +4.2% | 125,336 | $3.3M |
| Polar Asset Management Partners Inc. | 0.11% | New | 125,000 | $3.3M |
| Summerhill Capital Management lnc. | 2.80% | Add +0.1% | 123,302 | $3.2M |
| Bastion Asset Management Inc. | 0.96% | New | 102,941 | $3.1M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.03% | Add +458.3% | 119,058 | $3.1M |
| Mn Services Vermogensbeheer B.V. | 0.02% | No change | 116,311 | $3.0M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +3.2% | 106,994 | $2.8M |
| Triasima Portfolio Management inc. | 0.39% | Add +338.1% | 99,009 | $2.6M |
| Raymond James Financial Inc. | 0.00% | Reduce -4.2% | 98,147 | $2.6M |
| Alberta Investment Management Corp | 0.02% | New | 86,304 | $2.2M |
| Swiss Life Asset Management Ltd | 0.01% | Add +20.9% | 82,043 | $2.1M |
| Claret Asset Management Corp | 0.25% | Reduce -0.4% | 81,001 | $2.1M |
| SaddleRock Capital Management LLC | 2.21% | New | 79,649 | $2.1M |
| Hantz Financial Services, Inc. | 0.03% | Reduce -5.6% | 79,441 | $2.1M |
| LPL Financial LLC | 0.00% | Add +19.1% | 76,244 | $2.0M |
| Lazard Asset Management LLC | 0.00% | New | 70,097 | $1.8M |
| Wellington Management Group LLP | 0.00% | Add +2.7% | 69,697 | $1.8M |
| Citigroup Inc. | 0.00% | Reduce -36.6% | 68,803 | $1.8M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +13.6% | 67,275 | $1.8M |
| Pembroke Management, LTD | 0.25% | Add +6.3% | 65,768 | $1.7M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -51.2% | 65,747 | $1.7M |
| Caldwell Investment Management Ltd. | 0.66% | New | 66,100 | $1.7M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.01% | Add +1.8% | 63,822 | $1.7M |
| M&T Bank Corp | 0.01% | Reduce -0.2% | 63,457 | $1.7M |
| Cardinal Point Capital Management ULC | 0.09% | Add +138.3% | 55,261 | $1.4M |
| Timelo Investment Management Inc. | 1.93% | New | 54,100 | $1.4M |
| Janus Henderson Group PLC | 0.00% | Add +6.1% | 52,104 | $1.4M |
| OMERS ADMINISTRATION Corp | 0.01% | Add +267.7% | 52,060 | $1.4M |
| Rathbones Group PLC | 0.01% | Reduce -0.3% | 51,850 | $1.3M |
| Auxier Asset Management LLC | 0.19% | No change | 51,330 | $1.3M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +0.8% | 50,271 | $1.3M |
| Investment Management Corp of Ontario | 0.02% | Add +16.2% | 45,819 | $1.2M |
| Verition Fund Management LLC | 0.01% | Reduce -19.1% | 43,587 | $1.1M |
| Ritholtz Wealth Management | 0.02% | Reduce -27.7% | 41,072 | $1.1M |
| K.J. Harrison & Partners Inc | 0.17% | No change | 40,131 | $1.0M |
| Jane Street Group, LLC | 0.00% | Add +182.2% | 39,650 | $1.0M |
| Trexquant Investment LP | 0.01% | New | 37,708 | $982K |
| Callan Family Office, LLC | 0.02% | Reduce -3.9% | 37,584 | $979K |
| Osmosis Investment Management UK Ltd | 0.03% | Add +302.6% | 37,538 | $974K |
| Utah Retirement Systems | 0.01% | No change | 35,728 | $927K |
| Gabelli Funds LLC | 0.01% | New | 35,256 | $918K |
| Alliancebernstein L.P. | 0.00% | Add +4.9% | 30,037 | $914K |
| Banque Transatlantique SA | 0.02% | New | 33,136 | $863K |
| AQR Capital Management | 0.00% | Reduce -21.1% | 33,199 | $860K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 32,840 | $851K |
| Legacy Wealth Asset Management, LLC | 0.19% | Reduce -0.5% | 30,721 | $800K |
| Main Management ETF Advisors, LLC | 0.03% | New | 30,094 | $784K |
| Assenagon Asset Management S.A. | 0.00% | Reduce -43.9% | 29,851 | $776K |
| SIG North Trading, ULC | 0.15% | Reduce -25.4% | 29,482 | $768K |
| Henshaw Capital LLC | 0.03% | No change | 28,087 | $732K |
| Vident Advisory, LLC | 0.01% | Reduce -16.2% | 27,890 | $724K |
| OneAscent Investment Solutions LLC | 0.72% | Reduce -4.8% | 27,614 | $719K |
| Quantbot Technologies LP | 0.03% | New | 27,005 | $703K |
| Aviso Financial Inc. | 0.02% | Reduce -45.8% | 26,579 | $691K |
| Bleakley Financial Group, LLC | 0.01% | Add +48.1% | 25,799 | $672K |
| XTX Topco Ltd | 0.01% | Add +33.0% | 25,521 | $665K |
| 683 Capital Management, LLC | 0.06% | No change | 25,000 | $651K |
| Gulf International Bank (UK) Ltd | 0.01% | Add +33.0% | 23,682 | $616K |
| Quadrant Capital Group LLC | 0.02% | Add +0.1% | 23,327 | $608K |
| Atria Investments, Inc | 0.01% | Add +2.9% | 23,044 | $600K |
| Worldquant Millennium Advisors LLC | 0.00% | New | 22,126 | $575K |
| IHT Wealth Management, LLC | 0.01% | No change | 21,888 | $570K |
| Oppenheimer Asset Management Inc. | 0.01% | Add +9.8% | 21,112 | $550K |
| Cetera Investment Advisers | 0.00% | Add +10.0% | 20,960 | $546K |
| Two Sigma Investments, LP | 0.00% | Reduce -93.8% | 19,606 | $511K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | Add +21.9% | 19,593 | $510K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -5.5% | 19,519 | $508K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +570.1% | 18,909 | $493K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -3.5% | 18,370 | $477K |
| Numerai GP LLC | 0.05% | New | 18,280 | $476K |
| Metis Global Partners, LLC | 0.01% | Reduce -2.4% | 17,912 | $465K |
| Clearstead Advisors, LLC | 0.00% | New | 17,410 | $454K |
| Engineers Gate Manager LP | 0.01% | Add +20.0% | 16,962 | $442K |
| Lanark Financial, Inc. | 0.03% | Reduce -1.0% | 16,953 | $442K |
| Storgate, LLC | 0.34% | Add +1.4% | 16,734 | $436K |
| Pathstone Holdings, LLC | 0.00% | Reduce -21.0% | 16,527 | $431K |
| AYAL Capital Advisors Ltd | 0.22% | Add +22.2% | 16,500 | $430K |
| Neuberger Berman Group LLC | 0.00% | Add +24.4% | 15,922 | $425K |
| Caprock Group, LLC | 0.01% | Reduce -1.9% | 15,987 | $416K |
| Squarepoint Ops LLC | 0.00% | New | 15,611 | $407K |
| State of Wyoming | 0.05% | Add +20.0% | 15,605 | $406K |
| Creative Planning | 0.00% | Add +5.6% | 15,077 | $393K |
| Sanctuary Advisors, LLC | 0.00% | Add +12.3% | 14,150 | $369K |
| Corient Private Wealth LP | 0.00% | Add +9.8% | 14,442 | $368K |
| Purpose Unlimited Inc. | 0.02% | Add +479.8% | 14,106 | $366K |
| Royal London Asset Management Ltd. | 0.00% | No change | 14,011 | $365K |
| Cerity Partners LLC | 0.00% | Add +3.4% | 13,830 | $360K |
| Truist Financial Corp. | 0.00% | Reduce -8.4% | 13,804 | $360K |
| Lombard Odier Asset Management (Switzerland) SA | 0.01% | New | 13,300 | $347K |
| Principle Wealth Partners LLC | 0.02% | No change | 13,152 | $343K |
| Aquatic Capital Management LLC | 0.01% | New | 12,796 | $333K |
| Abacus Wealth Partners, LLC | 0.03% | Add +2.3% | 12,613 | $329K |
| Danske Bank A/S | 0.00% | Reduce -26.1% | 12,432 | $323K |
| Signaturefd, LLC | 0.00% | Add +3.5% | 12,319 | $321K |
| HighTower Advisors, LLC | 0.00% | New | 11,567 | $301K |
| First Trust Advisors LP | 0.00% | New | 11,264 | $293K |
| US Bancorp \de | 0.00% | Add +3.9% | 11,190 | $292K |
| Crossmark Global Holdings, Inc. | 0.00% | Reduce -5.3% | 10,628 | $277K |
| Asahi Life Asset Management Co., LTD. | 0.18% | Add +41.8% | 10,481 | $272K |
| Ieq Capital, LLC | 0.00% | New | 10,245 | $267K |
| Oslo Pensjonsforsikring AS | 0.04% | — | 10,200 | $265K |
| PNC Financial Services Group, Inc. | 0.00% | Add +6.0% | 9,997 | $260K |
| S&co Inc. | 0.02% | No change | 10,000 | $260K |
| Mariner, LLC | 0.00% | Reduce -10.9% | 9,981 | $260K |
| Capstone Investment Advisors, LLC | 0.00% | New | 9,940 | $259K |
| Brooklyn Investment Group | 0.01% | Reduce -41.2% | 9,688 | $252K |
| Malaga Cove Capital, LLC | 0.09% | New | 9,642 | $251K |
| Greenleaf Trust | 0.00% | New | 9,355 | $244K |
| Syon Capital LLC | 0.01% | Add +6.7% | 8,643 | $225K |
| ExodusPoint Capital Management, LP | 0.00% | New | 8,600 | $224K |
| Fisher Asset Management | 0.00% | New | 8,567 | $223K |
| Kestra Advisory Services, LLC | 0.00% | Add +477.7% | 7,839 | $204K |
| Oppenheimer & Co. Inc. | 0.00% | Add +3.3% | 7,750 | $202K |
| Axq Capital, LP | 0.03% | New | 7,729 | $201K |
| BNP Paribas Financial Markets | 0.00% | Add +20.1% | 6,967 | $181K |
| Allworth Financial LP | 0.00% | Add +0.8% | 6,357 | $166K |
| Sittner & Nelson, LLC | 0.05% | Add +916.2% | 5,081 | $132K |
| Basecamp Wealth Advisors LLC | 0.02% | No change | 4,107 | $107K |
| Transamerica Financial Advisors, LLC | 0.01% | Add +192.9% | 3,711 | $97K |
| Versant Capital Management, Inc | 0.01% | Add +48.7% | 3,387 | $88K |
| Addison Advisors LLC | 0.02% | Add +0.5% | 3,075 | $80K |
| Natixis | 0.00% | Add +15.9% | 2,985 | $78K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +239.0% | 2,722 | $71K |
| Corient IA LP | 0.07% | New | 2,660 | $69K |
| Parallel Advisors, LLC | 0.00% | Add +46.5% | 2,509 | $65K |
| Rockefeller Capital Management L.P. | 0.00% | Add +613.9% | 2,213 | $58K |
| Cromwell Holdings LLC | 0.03% | No change | 2,120 | $55K |
| Spire Wealth Management | 0.00% | No change | 1,862 | $49K |
| Cwm, LLC | 0.00% | Reduce -4.0% | 1,848 | $48K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,554 | $40K |
| Tacita Capital Inc | 0.02% | No change | 1,500 | $39K |
| Hillsdale Investment Management Inc. | 0.00% | Reduce -98.8% | 1,300 | $34K |
| Steph & Co. | 0.01% | Reduce -31.6% | 1,034 | $27K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -17.8% | 996 | $26K |
| Bessemer Group Inc. | 0.00% | Reduce -18.0% | 845 | $22K |
| NewEdge Advisors, LLC | 0.00% | No change | 795 | $21K |
| Osaic Holdings, Inc. | 0.00% | Reduce -25.5% | 777 | $20K |
| Acadian Asset Management LLC | 0.00% | New | 800 | $20K |
| Assetmark, Inc. | 0.00% | No change | 692 | $18K |
| Manchester Capital Management LLC | 0.00% | No change | 685 | $18K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 625 | $16K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -1.8% | 597 | $16K |
| Mather Group, Llc. | 0.00% | New | 584 | $15K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 456 | $12K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +4.8% | 455 | $12K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 438 | $11K |
| Montag A & Associates Inc. | 0.00% | No change | 408 | $11K |
| Rothschild Investment LLC | 0.00% | Add +53.9% | 400 | $10K |
| Elequin Capital, LP | 0.00% | New | 383 | $10K |
| Harbour Investments, Inc. | 0.00% | New | 364 | $9K |
| Simplex Trading, LLC | 0.00% | Reduce -47.4% | 338 | $9K |
| Arax Advisory Partners | 0.00% | Reduce -73.5% | 292 | $8K |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 255 | $7K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 229 | $6K |
| LRI Investments, LLC | 0.00% | New | 218 | $6K |
| Washington Trust Advisors, Inc. | 0.00% | Reduce -8.7% | 209 | $5K |
| Parkside Financial Bank & Trust | 0.00% | No change | 180 | $5K |
| Blue Trust, Inc. | 0.00% | Reduce -1.9% | 152 | $4K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 145 | $4K |
| Cornerstone Planning Group LLC | 0.00% | Add +246.3% | 142 | $4K |
| Bell Investment Advisors, Inc | 0.00% | No change | 116 | $3K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -28.0% | 108 | $3K |
| Ramirez Asset Management, Inc. | 0.00% | No change | 96 | $3K |
| Advisory Services Network, LLC | 0.00% | New | 77 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 76 | $2K |
| GAMMA Investing LLC | 0.00% | New | 72 | $2K |
| UMB Bank, n.a. | 0.00% | No change | 70 | $2K |
| Bare Financial Services, Inc | 0.00% | No change | 66 | $2K |
| Tradewinds Capital Management, LLC | 0.00% | New | 60 | $2K |
| Rhumbline Advisers | 0.00% | Reduce -17.1% | 58 | $2K |
| Zions Bancorporation, National Association | 0.00% | Reduce -35.4% | 53 | $1K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 49 | $1K |
| Sound Income Strategies, LLC | 0.00% | No change | 48 | $1K |
| MAI Capital Management | 0.00% | No change | 48 | $1K |
| Bogart Wealth, LLC | 0.00% | No change | 42 | $1K |
| Fifth Third Bancorp | 0.00% | New | 41 | $1K |
| Larson Financial Group LLC | 0.00% | Reduce -66.4% | 39 | $1K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 35 | $912 |
| TD Private Client Wealth LLC | 0.00% | Add +37.5% | 33 | $860 |
| WealthCollab, LLC | 0.00% | No change | 24 | $626 |
| Intentional Wealth Strategies, LLC | 0.00% | — | 24 | $625 |
| MV Capital Management, Inc. | 0.00% | Add +1000.0% | 22 | $574 |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 19 | $495 |
| Triumph Capital Management | 0.00% | No change | 15 | $391 |
| Salem Investment Counselors Inc. | 0.00% | New | 12 | $313 |
| Kilter Group LLC | 0.00% | No change | 8 | $209 |
| Financial Consulate, Inc. | 0.00% | Reduce -20.0% | 8 | $209 |
| Root Financial Partners, LLC | 0.00% | New | 8 | $208 |
| SBI Securities Co., Ltd. | 0.00% | Reduce -89.7% | 3 | $78 |
"% of holder's portfolio" is CAE's weight in each manager's 13F, not the share of Cae Inc. the manager owns.