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CVD Equipment Corp (CVV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares134,521 from 144,441
Change-9,920 (-7%)
Value$563.0K (-$510.2K)
Filed 2026-11-06
Dimensional Fund Advisors LP
UNCHANGED
Shares74,774 from 74,774
Change0 (0%)
Value$312.9K (-$242.6K)
Filed 2026-11-04
Geode Capital Management, LLC
DECREASED
Shares61,965 from 68,446
Change-6,481 (-9%)
Value$259.4K (-$249.3K)
Filed 2026-11-06
Kestra Advisory Services, LLC
INCREASED
Shares13,799 from 13,599
Change+200 (+1%)
Value$57.7K (-$43.3K)
Filed 2026-11-02
Citigroup Inc
NEW
Shares304
Change+304
Value$1.3K
Filed 2026-11-04
Farther Finance Advisors, LLC
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$230 (-$179)
Filed 2026-10-08
SBI Securities Co., Ltd.
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$84 (-$65)
Filed 2026-10-22
Russell Investments Group, Ltd.
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$46 (-$36)
Filed 2026-11-06
FNY Investment Advisers, LLC
CLOSED
Shares0 from 41,117
Change-41,117 (-100%)
Value$0 (-$305.0K)
Filed 2026-10-16
Vanguard Capital Management LLC
N/A
Shares— from 199,635
Change-199,635 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 135,748
Change-135,748 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 133,877
Change-133,877 (-100%)
Value—
Quinn Opportunity Partners LLC
N/A
Shares— from 82,544
Change-82,544 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 55,939
Change-55,939 (-100%)
Value—
Myda Advisors LLC
N/A
Shares— from 48,187
Change-48,187 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 35,727
Change-35,727 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 30,106
Change-30,106 (-100%)
Value—
Torno Capital, LLC
N/A
Shares— from 30,000
Change-30,000 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 29,243
Change-29,243 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 23,014
Change-23,014 (-100%)
Value—
State Street Corp
N/A
Shares— from 21,546
Change-21,546 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 17,504
Change-17,504 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 15,053
Change-15,053 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 12,928
Change-12,928 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 11,044
Change-11,044 (-100%)
Value—
UBS Group AG
N/A
Shares— from 3,459
Change-3,459 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 3,423
Change-3,423 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 2,771
Change-2,771 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 1,795
Change-1,795 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,210
Change-1,210 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 100
Change-100 (-100%)
Value—
FMR LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 68
Change-68 (-100%)
Value—
Status
LPL Financial LLC
DECREASED134,521144,441-9,920-7%$1.1M$563.0K-$510.2K2026-11-06
Dimensional Fund Advisors LP
UNCHANGED74,77474,77400%$555.6K$312.9K-$242.6K2026-11-04
Geode Capital Management, LLC
DECREASED61,96568,446-6,481-9%$508.7K$259.4K-$249.3K2026-11-06
Kestra Advisory Services, LLC
INCREASED13,79913,599+200+1%$101.0K$57.7K-$43.3K2026-11-02
Citigroup Inc
NEW304—+304——$1.3K—2026-11-04
Farther Finance Advisors, LLC
UNCHANGED555500%$409$230-$1792026-10-08
SBI Securities Co., Ltd.
UNCHANGED202000%$149$84-$652026-10-22
Russell Investments Group, Ltd.
UNCHANGED111100%$82$46-$362026-11-06
FNY Investment Advisers, LLC
CLOSED041,117-41,117-100%$305.0K$0-$305.0K2026-10-16
Vanguard Capital Management LLC
N/A—199,635-199,635-100%$1.5M———
Renaissance Technologies LLC
N/A—135,748-135,748-100%$1.0M———
Jane Street Group, LLC
N/A—133,877-133,877-100%$994.7K———
Quinn Opportunity Partners LLC
N/A—82,544-82,544-100%$613.3K———
Citadel Advisors LLC
N/A—55,939-55,939-100%$415.6K———
Myda Advisors LLC
N/A—48,187-48,187-100%$358.0K———
Vanguard Fiduciary Trust Co
N/A—35,727-35,727-100%$265.5K———
Algert Global LLC
N/A—30,106-30,106-100%$223.7K———
Torno Capital, LLC
N/A—30,000-30,000-100%$222.9K———
XTX Topco Ltd
N/A—29,243-29,243-100%$217.3K———
HRT Financial LP
N/A—23,014-23,014-100%$170.0K———
State Street Corp
N/A—21,546-21,546-100%$160.1K———
BlackRock, Inc.
N/A—17,504-17,504-100%$130.1K———
Two Sigma Investments, LP
N/A—15,053-15,053-100%$111.8K———
Northern Trust Corp
N/A—12,928-12,928-100%$96.1K———
Morgan Stanley
N/A—11,044-11,044-100%$82.1K———
UBS Group AG
N/A—3,459-3,459-100%$25.7K———
Vanguard Global Advisers, LLC
N/A—3,423-3,423-100%$25.4K———
SOA Wealth Advisors, Llc.
N/A—2,771-2,771-100%$20.6K———
Tower Research Capital LLC (TRC)
N/A—1,795-1,795-100%$13.3K———
Osaic Holdings, Inc.
N/A—1,210-1,210-100%$9.0K———
Wells Fargo & Company
N/A—1,000-1,000-100%$7.4K———
Caldwell Sutter Capital, Inc.
N/A—100-100-100%$743———
FMR LLC
N/A—100-100-100%$743———
Royal Bank of Canada
N/A—68-68-100%$1.0K———
Showing 34 of 34 institutions