CaeCAE
13F holders, Q2 2026 (June 30)At the end of Q2 2026, 282 institutions reported holding Cae Inc. (CAE) in their 13F filings, down 11 from Q1 2026. 28 opened new positions and 40 sold out. The largest holders were Caisse de depot et placement du Quebec ($773.8M), 1832 Asset Management L.P. ($490.2M) and Brandes Investment Partners, LP ($461.0M). 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 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $45.8M |
| Exits | 40 | $131.1M |
All 13F filers, Q1 2026 → Q2 2026: 20,920,753 shares bought and 19,386,882 shares sold, net +1,533,871 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 282 holders
| Caisse de depot et placement du Quebec | 1.10% | No change | 30,917,402 | $773.8M |
| 1832 Asset Management L.P. | 0.60% | Add +19.3% | 19,559,409 | $490.2M |
| Brandes Investment Partners, LP | 3.23% | Add +15.9% | 18,397,515 | $461.0M |
| Browning West LP | 18.69% | Reduce -0.1% | 12,606,858 | $315.9M |
| Mackenzie Financial Corp. | 0.28% | Reduce -33.7% | 7,916,812 | $281.1M |
| Vanguard Capital Management LLC | 0.00% | Add +1.8% | 8,882,455 | $222.4M |
| Select Equity Group, L.P. | 0.93% | Reduce -14.9% | 7,018,338 | $175.7M |
| Royal Bank of Canada | 0.03% | Add +12.6% | 6,888,675 | $172.6M |
| Jupiter Topco LLC | 0.07% | — | 6,509,035 | $162.9M |
| Bank of Montreal | 0.05% | Add +20.2% | 5,967,706 | $149.3M |
| Beutel, Goodman & Co Ltd. | 1.00% | Reduce -13.0% | 5,417,594 | $135.6M |
| Snyder Capital Management L P | 2.13% | Add +0.5% | 4,929,599 | $123.5M |
| Letko, Brosseau & Associates Inc. | 1.47% | Add +27.5% | 3,981,832 | $99.7M |
| Morgan Stanley | 0.00% | Add +79.2% | 3,681,383 | $92.3M |
| National Bank of Canada | 0.08% | Reduce -16.5% | 3,468,309 | $86.7M |
| CIBC Asset Management Inc | 0.18% | Reduce -1.2% | 3,307,675 | $83.7M |
| TD Asset Management Inc | 0.07% | Reduce -6.7% | 3,293,456 | $82.4M |
| Norges Bank | 0.01% | — | 3,222,912 | $80.6M |
| Federation des caisses Desjardins du Quebec | 0.24% | Add +3.0% | 3,145,880 | $78.4M |
| Geode Capital Management, LLC | 0.00% | Add +6.1% | 3,054,271 | $76.2M |
| Fiera Capital Corp | 0.27% | Add +28.9% | 2,964,525 | $74.1M |
| Vanguard Fiduciary Trust Co. | 0.02% | Add +1.6% | 2,847,075 | $71.3M |
| Dimensional Fund Advisors LP | 0.01% | Add +22.9% | 2,703,445 | $67.8M |
| Invesco Ltd. | 0.01% | Add +4.5% | 2,680,879 | $67.2M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.12% | Add +11.2% | 2,607,255 | $65.2M |
| FIL Ltd | 0.04% | Reduce -47.8% | 2,326,474 | $58.3M |
| Manufacturers Life Insurance Company, The | 0.04% | Add +74.2% | 2,119,718 | $53.0M |
| Clearbridge Investments, LLC | 0.04% | Reduce -2.1% | 2,045,714 | $51.3M |
| TD Waterhouse Canada Inc. | 0.13% | Add +179.7% | 2,017,238 | $51.0M |
| Canada Pension Plan Investment Board | 0.03% | Reduce -2.5% | 1,972,782 | $49.3M |
| Legal & General Group Plc | 0.01% | Reduce -9.0% | 1,870,698 | $46.8M |
| Bank of Nova Scotia | 0.07% | Add +2.1% | 1,715,770 | $43.0M |
| Cibc World Market Inc. | 0.07% | Reduce -4.7% | 1,668,113 | $41.7M |
| Bank of America Corp. | 0.00% | Reduce -3.8% | 1,636,030 | $41.0M |
| Massachusetts Financial Services Co. | 0.01% | Add +1.3% | 1,082,639 | $38.4M |
| Vanguard Global Advisers, LLC | 0.02% | Add +7.1% | 1,368,536 | $34.3M |
| Millennium Management | 0.02% | Add +136.0% | 1,320,353 | $33.1M |
| JPMorgan Chase & Co. | 0.00% | Add +3.2% | 1,216,434 | $30.7M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +1500.7% | 1,076,893 | $27.0M |
| Artisan Partners Limited Partnership | 0.04% | Reduce -26.5% | 1,038,566 | $26.0M |
| Sunriver Management LLC | 3.85% | Add +16.0% | 979,193 | $24.5M |
| Picton Mahoney Asset Management | 0.22% | Reduce -39.3% | 944,020 | $23.6M |
| Swiss National Bank | 0.01% | Reduce -9.0% | 936,100 | $23.4M |
| Aviva PLC | 0.03% | Add +8.8% | 925,311 | $23.1M |
| First Eagle Investment Management, LLC | 0.04% | Reduce -1.7% | 919,313 | $23.0M |
| Toronto Dominion Bank | 0.04% | Add +4.3% | 877,137 | $21.9M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +2.7% | 869,424 | $21.8M |
| Public Sector Pension Investment Board | 0.06% | Add +79.2% | 842,056 | $21.1M |
| New York State Common Retirement Fund | 0.03% | Reduce -23.2% | 794,168 | $19.9M |
| Cresset Asset Management, LLC | 0.07% | Add +0.6% | 732,116 | $18.3M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | Add +10.5% | 693,493 | $17.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +22.8% | 642,562 | $16.1M |
| Deutsche Bank AG | 0.00% | Reduce -1.4% | 581,400 | $14.6M |
| BlackRock, Inc. | 0.00% | Add +28.5% | 569,195 | $14.3M |
| Amundi | 0.00% | Reduce -4.0% | 563,895 | $14.1M |
| UBS Group AG | 0.00% | Reduce -1.0% | 555,956 | $13.9M |
| Addenda Capital Inc. | 0.37% | Add +3.4% | 379,218 | $13.5M |
| Montrusco Bolton Investments Inc. | 0.19% | Reduce -14.3% | 484,500 | $12.1M |
| Waratah Capital Advisors Ltd. | 0.92% | Reduce -46.4% | 476,531 | $11.9M |
| Wells Fargo & Company | 0.00% | Add +6.7% | 477,320 | $11.9M |
| Heathbridge Capital Management Ltd. | 4.08% | Add +26.7% | 476,800 | $11.9M |
| Citadel Advisors | 0.01% | Reduce -30.5% | 460,917 | $11.6M |
| Mufg Securities (canada), LTD. | 0.31% | Reduce -4.7% | 454,829 | $11.4M |
| Sycale Advisors (NY) LLC | 4.98% | Reduce -41.5% | 446,527 | $11.2M |
| Scheer, Rowlett & Associates Investment Management Ltd. | 0.74% | New | 410,130 | $10.3M |
| Quadrature Capital Ltd | 0.09% | New | 409,500 | $10.2M |
| Tidal Investments LLC | 0.02% | New | 394,470 | $9.9M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.06% | Reduce -31.6% | 393,709 | $9.8M |
| Korea Investment CORP | 0.02% | Add +43.5% | 384,246 | $9.6M |
| PCJ Investment Counsel Ltd. | 2.44% | Reduce -56.7% | 339,091 | $8.5M |
| FMR LLC | 0.00% | Add +16.9% | 334,915 | $8.4M |
| Nuveen, LLC | 0.00% | Add +1.0% | 328,082 | $8.2M |
| Barclays PLC | 0.00% | Reduce -28.9% | 323,771 | $8.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +22.7% | 310,187 | $7.8M |
| Bastion Asset Management Inc. | 2.59% | Add +176.7% | 284,801 | $7.6M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.03% | Add +369.3% | 299,519 | $7.5M |
| Bank of New York Mellon Corp | 0.00% | Add +2.8% | 279,733 | $7.0M |
| Jones Financial Companies LLLP | 0.00% | Add +19.8% | 267,057 | $6.8M |
| Cidel Asset Management Inc. | 0.32% | New | 269,136 | $6.7M |
| Ameriprise Financial Inc. | 0.00% | Add +12.3% | 183,705 | $6.5M |
| NewGen Asset Management Ltd | 3.54% | Add +62.8% | 257,600 | $6.5M |
| Avanza Fonder AB | 0.14% | Add +39.4% | 180,609 | $6.4M |
| Anson Funds Management LP | 0.60% | Reduce -8.9% | 255,000 | $6.4M |
| Northern Trust Corp. | 0.00% | Reduce -2.4% | 251,959 | $6.3M |
| American Century Companies Inc. | 0.00% | Add +11.5% | 218,326 | $5.5M |
| Trexquant Investment LP | 0.03% | Add +439.1% | 203,288 | $5.1M |
| Russell Investments Group, Ltd. | 0.00% | Add +42.4% | 200,600 | $5.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +8.5% | 199,800 | $5.0M |
| Stanley-Laman Group, Ltd. | 0.50% | Reduce -0.5% | 196,476 | $4.9M |
| APG Asset Management N.V. | 0.01% | Add +37.7% | 224,052 | $4.9M |
| Polar Asset Management Partners Inc. | 0.12% | Add +53.5% | 191,939 | $4.8M |
| Bank of Nova Scotia Trust Co. | 0.39% | Add +18.0% | 187,151 | $4.7M |
| Henry James International Management Inc. | 1.37% | Reduce -0.0% | 182,183 | $4.6M |
| Scotia Capital Inc. | 0.02% | Reduce -28.6% | 181,709 | $4.5M |
| Ramirez Asset Management, Inc. | 0.47% | Add +187529.2% | 180,124 | $4.5M |
| Northwest & Ethical Investments L.P. | 0.10% | Reduce -22.3% | 175,885 | $4.4M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -2.9% | 168,850 | $4.2M |
| Stifel Financial Corp. | 0.00% | Add +21.9% | 160,815 | $4.0M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -5.6% | 159,393 | $4.0M |
| Natixis Advisors, LLC | 0.00% | Reduce -0.7% | 157,824 | $4.0M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +39.0% | 148,768 | $3.7M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | Reduce -45.9% | 142,946 | $3.6M |
| Vanguard Investments Australia, Ltd. | 0.01% | Reduce -3.8% | 136,979 | $3.4M |
| Royce & Associates LP | 0.03% | Reduce -32.7% | 133,079 | $3.3M |
| Franklin Resources Inc. | 0.00% | Add +5.1% | 131,742 | $3.3M |
| Schonfeld Strategic Advisors LLC | 0.02% | Reduce -43.9% | 126,343 | $3.2M |
| Summerhill Capital Management lnc. | 2.48% | Add +1.0% | 124,569 | $3.1M |
| Timelo Investment Management Inc. | 3.82% | Add +125.7% | 122,100 | $3.1M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -4.4% | 121,722 | $3.0M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.02% | Reduce -0.6% | 118,344 | $3.0M |
| Renaissance Technologies | 0.00% | Reduce -55.4% | 116,883 | $2.9M |
| Quantinno Capital Management LP | 0.00% | Reduce -28.1% | 103,518 | $2.6M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.8% | 97,377 | $2.4M |
| Swiss Life Asset Management Ltd | 0.01% | Add +17.3% | 96,217 | $2.4M |
| LPL Financial LLC | 0.00% | Add +21.0% | 92,223 | $2.3M |
| State of Wisconsin Investment Board | 0.00% | Reduce -76.5% | 90,984 | $2.3M |
| Alberta Investment Management Corp | 0.01% | No change | 86,304 | $2.2M |
| Mn Services Vermogensbeheer B.V. | 0.02% | Reduce -27.3% | 84,511 | $2.1M |
| Cardinal Point Capital Management ULC | 0.11% | Add +40.5% | 77,661 | $1.9M |
| Claret Asset Management Corp | 0.21% | Reduce -5.5% | 76,557 | $1.9M |
| D. E. Shaw & Co. | 0.00% | Reduce -77.5% | 76,213 | $1.9M |
| Hantz Financial Services, Inc. | 0.03% | Reduce -5.4% | 75,122 | $1.9M |
| Wellington Management Group LLP | 0.00% | Add +5.1% | 73,260 | $1.8M |
| Mediolanum International Funds Ltd | 0.01% | New | 69,013 | $1.7M |
| Agf Management Ltd. | 0.01% | Reduce -75.5% | 48,770 | $1.7M |
| Rathbones Group PLC | 0.01% | Add +28.9% | 66,850 | $1.7M |
| Pembroke Management, LTD | 0.21% | Reduce -3.2% | 63,645 | $1.6M |
| M&T Bank Corp | 0.00% | Reduce -0.2% | 63,311 | $1.6M |
| OMERS ADMINISTRATION Corp | 0.01% | Add +8.8% | 56,660 | $1.4M |
| XTX Topco Ltd | 0.02% | Add +116.4% | 55,219 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | New | 54,583 | $1.4M |
| Citigroup Inc. | 0.00% | Reduce -21.4% | 54,112 | $1.4M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +2.8% | 51,690 | $1.3M |
| Auxier Asset Management LLC | 0.17% | Reduce -1.0% | 50,830 | $1.3M |
| HRT Financial LP | 0.00% | New | 46,204 | $1.2M |
| Investment Management Corp of Ontario | 0.01% | Add +0.2% | 45,919 | $1.2M |
| Nykredit A/S | 0.00% | — | 45,286 | $1.1M |
| Numerai GP LLC | 0.09% | Add +134.3% | 42,827 | $1.1M |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -37.5% | 41,070 | $1.0M |
| Gabelli Funds LLC | 0.01% | Add +12.7% | 39,723 | $995K |
| Callan Family Office, LLC | 0.02% | Add +5.3% | 39,567 | $992K |
| Fideuram Asset Management (Ireland) dac | 0.02% | New | 25,817 | $914K |
| Storgate, LLC | 0.19% | Add +112.8% | 35,611 | $892K |
| Assenagon Asset Management S.A. | 0.00% | Add +13.5% | 33,868 | $848K |
| Banque Transatlantique SA | 0.02% | Add +1.1% | 33,502 | $840K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 32,840 | $834K |
| Bleakley Financial Group, LLC | 0.01% | Add +25.4% | 32,350 | $811K |
| Utah Retirement Systems | 0.01% | Reduce -10.2% | 32,076 | $803K |
| Osmosis Investment Management UK Ltd | 0.04% | Reduce -15.1% | 31,881 | $798K |
| Alliancebernstein L.P. | 0.00% | Add +0.2% | 30,099 | $784K |
| Main Management ETF Advisors, LLC | 0.02% | Add +2.5% | 30,854 | $773K |
| Legacy Wealth Asset Management, LLC | 0.17% | Add +0.2% | 30,783 | $771K |
| Atria Investments, Inc | 0.01% | Add +27.0% | 29,256 | $733K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | Add +43.2% | 28,055 | $703K |
| Henshaw Capital LLC | 0.02% | Reduce -3.5% | 27,119 | $680K |
| Vident Advisory, LLC | 0.01% | Reduce -3.5% | 26,921 | $674K |
| Ritholtz Wealth Management | 0.01% | Reduce -36.3% | 26,169 | $656K |
| Sanctuary Advisors, LLC | 0.00% | Add +83.1% | 25,913 | $649K |
| Aviso Financial Inc. | 0.02% | Reduce -3.8% | 25,579 | $640K |
| 683 Capital Management, LLC | 0.06% | No change | 25,000 | $627K |
| Creative Planning | 0.00% | Add +60.4% | 24,179 | $606K |
| Quadrant Capital Group LLC | 0.02% | Add +1.6% | 23,689 | $594K |
| Oppenheimer Asset Management Inc. | 0.01% | Add +11.6% | 23,562 | $590K |
| Gulf International Bank (UK) Ltd | 0.01% | Reduce -2.3% | 23,133 | $578K |
| AQR Capital Management | 0.00% | Reduce -30.8% | 22,986 | $576K |
| Gotham Asset Management | 0.00% | New | 22,475 | $563K |
| US Bancorp \de | 0.00% | Add +98.8% | 22,243 | $557K |
| IHT Wealth Management, LLC | 0.01% | No change | 21,888 | $549K |
| Worldquant Millennium Advisors LLC | 0.00% | Reduce -2.3% | 21,612 | $540K |
| State of Wyoming | 0.05% | Add +37.7% | 21,487 | $538K |
| Cetera Investment Advisers | 0.00% | Add +1.3% | 21,239 | $532K |
| HSBC Holdings PLC | 0.00% | New | 20,676 | $518K |
| Lanark Financial, Inc. | 0.03% | Add +13.5% | 19,244 | $482K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -1.8% | 19,162 | $480K |
| SIG North Trading, ULC | 0.08% | Reduce -39.3% | 17,906 | $449K |
| Metis Global Partners, LLC | 0.01% | Reduce -0.3% | 17,863 | $447K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -6.2% | 17,241 | $432K |
| Neuberger Berman Group LLC | 0.00% | Add +0.7% | 16,034 | $401K |
| Pathstone Holdings, LLC | 0.00% | Reduce -4.1% | 15,845 | $397K |
| Greenleaf Trust | 0.00% | Add +64.0% | 15,346 | $385K |
| Murchinson Ltd. | 0.19% | New | 15,021 | $376K |
| Ethic Inc. | 0.00% | New | 14,767 | $370K |
| Jane Street Group, LLC | 0.00% | Reduce -63.4% | 14,503 | $363K |
| Daiwa Securities Group Inc. | 0.00% | New | 14,114 | $354K |
| Royal London Asset Management Ltd. | 0.00% | No change | 14,011 | $351K |
| Lombard Odier Asset Management (Switzerland) SA | 0.01% | No change | 13,300 | $333K |
| Cerity Partners LLC | 0.00% | Reduce -4.1% | 13,261 | $332K |
| Principle Wealth Partners LLC | 0.02% | No change | 13,152 | $330K |
| Signaturefd, LLC | 0.00% | Add +5.5% | 12,992 | $326K |
| Truist Financial Corp. | 0.00% | Reduce -7.9% | 12,718 | $319K |
| Danske Bank A/S | 0.00% | No change | 12,432 | $310K |
| Corient Private Wealth LP | 0.00% | Reduce -15.6% | 12,196 | $306K |
| Oslo Pensjonsforsikring AS | 0.03% | Add +17.6% | 12,000 | $300K |
| Mariner, LLC | 0.00% | Add +18.1% | 11,791 | $295K |
| Entropy Technologies, LP | 0.01% | New | 11,189 | $280K |
| HighTower Advisors, LLC | 0.00% | Reduce -3.6% | 11,153 | $279K |
| Vise Technologies, Inc. | 0.00% | New | 11,021 | $276K |
| &partners | 0.00% | New | 10,963 | $275K |
| First Trust Advisors LP | 0.00% | Reduce -4.7% | 10,738 | $269K |
| UniSuper Management Pty Ltd | 0.00% | New | 7,083 | $252K |
| S&co Inc. | 0.01% | No change | 10,000 | $250K |
| Clearstead Advisors, LLC | 0.00% | Reduce -50.0% | 8,705 | $218K |
| Ballentine Partners, LLC | 0.00% | New | 8,602 | $216K |
| Two Sigma Investments, LP | 0.00% | Reduce -56.6% | 8,500 | $213K |
| Kestra Advisory Services, LLC | 0.00% | Add +7.0% | 8,384 | $210K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -19.7% | 8,027 | $201K |
| Acadian Asset Management LLC | 0.00% | Add +850.0% | 7,600 | $190K |
| BNP Paribas Financial Markets | 0.00% | Add +3.6% | 7,219 | $181K |
| Allworth Financial LP | 0.00% | Add +2.8% | 6,535 | $164K |
| Spire Wealth Management | 0.00% | Add +229.4% | 6,133 | $154K |
| Sittner & Nelson, LLC | 0.04% | No change | 5,081 | $127K |
| Basecamp Wealth Advisors LLC | 0.02% | No change | 4,107 | $103K |
| Simplex Trading, LLC | 0.00% | Add +1094.7% | 4,038 | $101K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -80.3% | 3,727 | $93K |
| Natixis | 0.00% | Add +24.4% | 3,713 | $93K |
| Purpose Unlimited Inc. | 0.00% | Reduce -75.3% | 3,490 | $88K |
| Transamerica Financial Advisors, LLC | 0.01% | Reduce -12.9% | 3,232 | $81K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 2,722 | $68K |
| Corient IA LP | 0.06% | No change | 2,660 | $67K |
| Rockefeller Capital Management L.P. | 0.00% | Add +17.6% | 2,603 | $65K |
| Parallel Advisors, LLC | 0.00% | Reduce -15.1% | 2,130 | $53K |
| Cromwell Holdings LLC | 0.02% | No change | 2,120 | $53K |
| Versant Capital Management, Inc | 0.00% | Reduce -45.3% | 1,852 | $46K |
| Arax Advisory Partners | 0.00% | Add +434.3% | 1,560 | $39K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,554 | $39K |
| Tacita Capital Inc | 0.02% | No change | 1,500 | $37K |
| Hillsdale Investment Management Inc. | 0.00% | No change | 1,300 | $33K |
| Steph & Co. | 0.01% | No change | 1,034 | $26K |
| Osaic Holdings, Inc. | 0.00% | Add +17.8% | 915 | $23K |
| NewEdge Advisors, LLC | 0.00% | No change | 795 | $20K |
| Assetmark, Inc. | 0.00% | No change | 692 | $17K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -35.5% | 642 | $16K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 625 | $16K |
| Mather Group, Llc. | 0.00% | No change | 584 | $15K |
| Pinnacle Bancorp, Inc. | 0.00% | Add +29.0% | 565 | $14K |
| Caitong International Asset Management Co., Ltd | 0.00% | Add +102.3% | 516 | $13K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +6.4% | 484 | $12K |
| Manchester Capital Management LLC | 0.00% | Reduce -29.9% | 480 | $12K |
| Montag A & Associates Inc. | 0.00% | Add +11.8% | 456 | $11K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 456 | $11K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -24.5% | 451 | $11K |
| Addison Advisors LLC | 0.01% | Reduce -85.4% | 450 | $11K |
| Rothschild Investment LLC | 0.00% | No change | 400 | $10K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +58.1% | 362 | $9K |
| Harbour Investments, Inc. | 0.00% | Reduce -7.7% | 336 | $8K |
| Anchor Investment Management, LLC | 0.00% | New | 274 | $7K |
| Elequin Capital, LP | 0.00% | Reduce -33.4% | 255 | $6K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 209 | $5K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -6.7% | 168 | $4K |
| Blue Trust, Inc. | 0.00% | No change | 152 | $4K |
| Fiduciary Financial Advisors | 0.00% | New | 120 | $3K |
| Bell Investment Advisors, Inc | 0.00% | No change | 116 | $3K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +231.4% | 116 | $3K |
| Smartleaf Asset Management LLC | 0.00% | No change | 108 | $3K |
| TD Private Client Wealth LLC | 0.00% | Add +187.9% | 95 | $2K |
| Elevation Wealth Partners, LLC | 0.00% | New | 92 | $2K |
| Bessemer Group Inc. | 0.00% | Reduce -88.8% | 95 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 76 | $2K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -46.5% | 76 | $2K |
| GoalVest Advisory LLC | 0.00% | New | 73 | $2K |
| UMB Bank, n.a. | 0.00% | No change | 70 | $2K |
| Bare Financial Services, Inc | 0.00% | No change | 66 | $2K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +26.5% | 62 | $2K |
| Quarry LP | 0.00% | New | 58 | $1K |
| Zions Bancorporation, National Association | 0.00% | No change | 53 | $1K |
| Cornerstone Financial Management LLC | 0.00% | New | 48 | $1K |
| Fifth Third Bancorp | 0.00% | Add +17.1% | 48 | $1K |
| Bogart Wealth, LLC | 0.00% | No change | 42 | $1K |
| Kilter Group LLC | 0.00% | Add +412.5% | 41 | $1K |
| Rhumbline Advisers | 0.00% | Reduce -34.5% | 38 | $952 |
| BOK Financial Private Wealth, Inc. | 0.00% | New | 33 | $827 |
| Larson Financial Group LLC | 0.00% | Reduce -15.4% | 33 | $827 |
| WealthCollab, LLC | 0.00% | No change | 24 | $602 |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 19 | $476 |
| Triumph Capital Management | 0.00% | No change | 15 | $376 |
| LRI Investments, LLC | 0.00% | Reduce -95.0% | 11 | $276 |
| Group One Trading LLC | 0.00% | New | 7 | $175 |
| Global Retirement Partners, LLC | 0.00% | — | 7 | $175 |
| MV Capital Management, Inc. | 0.00% | Reduce -77.3% | 5 | $126 |
| Silver Grove Financial Group, Inc. | 0.00% | New | 4 | $100 |
| SBI Securities Co., Ltd. | 0.00% | No change | 3 | $75 |
| Financial Gravity Companies, Inc. | 0.00% | — | 2 | $50 |
"% of holder's portfolio" is CAE's weight in each manager's 13F, not the share of Cae Inc. the manager owns.