Calibercos Inc. Class ACWD

13F holders, Q3 2025 (September 30)
8holders +2
4new positions
2sold out
$4.46avg. 13F price*

At the end of Q3 2025, 8 institutions reported holding Calibercos Inc. Class A (CWD) in their 13F filings, up 2 from Q2 2025. 4 opened new positions and 2 sold out. The largest holders were Brookwood Investment Group LLC ($51K), Morgan Stanley ($8K) and JPMorgan Chase & Co. ($6K).

Company
Calibercos Inc. Class A
CUSIP
13000T604
Latest filing quarter
Q2 2026

History

Number of 13F holders

05101520 Q2 2025: 6Q2 2025Q3 2025: 8Q3 2025Q4 2025: 16Q4 2025Q1 2026: 15Q1 2026Q2 2026: 16Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions4$66K
Exits2$9K

All 13F filers, Q2 2025 → Q3 2025: 15,579 shares bought and 3,513 shares sold, net +12,066 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 8 holders

Brookwood Investment Group LLC 0.01% New 11,452 $51K
Morgan Stanley 0.00% New 1,770 $8K
JPMorgan Chase & Co. 0.00% New 1,315 $6K
Tower Research Capital LLC (TRC) 0.00% Add +152.6% 1,187 $5K
Royal Bank of Canada 0.00% No change 1,048 $5K
Citigroup Inc. 0.00% New 325 $1K
Crewe Advisors LLC 0.00% Reduce -80.5% 121 $538
Bank of America Corp. 0.00% Reduce -98.0% 7 $31

"% of holder's portfolio" is CWD's weight in each manager's 13F, not the share of Calibercos Inc. Class A the manager owns.