CalibercosCWD
13F holders, Q4 2024 (December 31)At the end of Q4 2024, 18 institutions reported holding Calibercos Inc. (CWD) in their 13F filings, up 3 from Q3 2024. 4 opened new positions and 2 sold out. The largest holders were Koshinski Asset Management, Inc. ($98K), Citadel Advisors ($76K) and Geode Capital Management, LLC ($74K). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Calibercos Inc.
- CUSIP
- 13000T109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $94K |
| Exits | 2 | $242K |
All 13F filers, Q3 2024 → Q4 2024: 317,052 shares bought and 389,890 shares sold, net −72,838 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 18 holders
| Koshinski Asset Management, Inc. | 0.01% | Add +27.3% | 140,000 | $98K |
| Citadel Advisors | 0.00% | Add +387.7% | 108,765 | $76K |
| Geode Capital Management, LLC | 0.00% | Add +166.1% | 106,043 | $74K |
| UBS Group AG | 0.00% | New | 55,830 | $39K |
| Fortitude Family Office, LLC | 0.01% | No change | 48,313 | $34K |
| Ironwood Investment Counsel, LLC | 0.00% | New | 33,029 | $23K |
| Synergy Investment Management, LLC | 0.01% | — | 32,000 | $22K |
| ACT Advisors, LLC. | 0.01% | New | 30,158 | $21K |
| 1776 Wealth LLC | 0.01% | No change | 25,000 | $17K |
| Royal Bank of Canada | 0.00% | No change | 20,979 | $15K |
| Creative Planning | 0.00% | No change | 21,431 | $15K |
| Virtu Financial LLC | 0.00% | New | 15,383 | $11K |
| Renaissance Technologies | 0.00% | Reduce -13.6% | 15,632 | $11K |
| Vanguard Group Inc. | 0.00% | No change | 14,419 | $10K |
| Coldstream Capital Management Inc. | 0.00% | No change | 11,060 | $8K |
| Bank of America Corp. | 0.00% | Add +0.0% | 11,015 | $8K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -2.6% | 3,449 | $2K |
| JPMorgan Chase & Co. | 0.00% | No change | 18 | $13 |
"% of holder's portfolio" is CWD's weight in each manager's 13F, not the share of Calibercos Inc. the manager owns.