20 institutions reported holding $243,191 of CALIBERCOS INC (CWD) in SEC 13F filings for 2026-03-31. Largest institutional holders: GEODE CAPITAL MANAGEMENT, LLC ($75,580), VANGUARD FIDUCIARY TRUST CO ($41,123), VANGUARD CAPITAL MANAGEMENT LLC ($30,296), XTX Topco Ltd ($25,046), CITADEL ADVISORS LLC ($24,442). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | GEODE CAPITAL MANAGEMENT, LLC | $75,580 | 65,723 | Added |
| 2 | VANGUARD FIDUCIARY TRUST CO | $41,123 | 35,759 | New |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $30,296 | 26,344 | New |
| 4 | XTX Topco Ltd | $25,046 | 21,779 | Trimmed |
| 5 | CITADEL ADVISORS LLC | $24,442 | 21,254 | New |
| 6 | TWO SIGMA SECURITIES, LLC | $18,060 | 15,704 | New |
| 7 | NORTHERN TRUST CORP | $12,637 | 10,989 | Hold |
| 8 | UBS Group AG | $3,961 | 3,444 | Trimmed |
| 9 | CITIGROUP INC | $3,755 | 3,265 | Added |
| 10 | Fortitude Family Office, LLC | $2,777 | 2,415 | Hold |
| 11 | Tower Research Capital LLC (TRC) | $2,742 | 2,384 | Trimmed |
| 12 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1,424 | 1,238 | New |
| 13 | Royal Bank of Canada | $1,000 | 1,048 | Hold |
| 14 | DecisionPoint Financial, LLC | $164 | 142 | Hold |
| 15 | Crewe Advisors LLC | $140 | 121 | Hold |
| 16 | MORGAN STANLEY | $44 | 38 | Trimmed |
| 17 | HRT FINANCIAL LP | $0 | 0 | Exited |
| 18 | BANK OF AMERICA CORP /DE/ | $0 | 0 | Exited |
| 19 | JPMORGAN CHASE & CO | $0 | 0 | Exited |
| 20 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31