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CaliberCos Inc. (CWD)

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0.6360
+0.0260
+(4.26%)
At close: January 17 at 4:00:00 PM EST
0.6230
-0.01
(-2.04%)
After hours: January 17 at 6:57:42 PM EST

Major Holders

Breakdown
28.74% % of Shares Held by All Insider
4.68% % of Shares Held by Institutions
6.57% % of Float Held by Institutions
13 Number of Institutions Holding Shares

Top Institutional Holders

HolderSharesDate Reported% OutValue
Mariner, LLC 340.15k Sep 30, 2024 2.26% 216,337
Koshinski Asset Management, Inc. 140k Dec 31, 2024 0.93% 89,039
Fortitude Family Office, LLC 48.31k Dec 31, 2024 0.32% 30,727
Capital Insight Partners, LLC 47.19k Sep 30, 2024 0.31% 30,015
Geode Capital Management, LLC 39.85k Sep 30, 2024 0.26% 25,347
ACT Advisors, LLC. 30.16k Dec 31, 2024 0.20% 19,180
1776 WEALTH LLC 25k Sep 30, 2024 0.17% 15,899
Citadel Advisors Llc 22.3k Sep 30, 2024 0.15% 14,184
Creative Planning 21.43k Sep 30, 2024 0.14% 13,630
Royal Bank of Canada 20.98k Sep 30, 2024 0.14% 13,342

Top Mutual Fund Holders

HolderSharesDate Reported% OutValue
Fidelity Extended Market Index Fund 30.87k Nov 30, 2024 0.21% 19,632
Vanguard Total Stock Market Index Fund 14.42k Sep 30, 2024 0.10% 9,170
Fidelity Series Total Market Index Fund 8.2k Nov 30, 2024 0.05% 5,214

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