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Carecloud Inc (CCLD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Dimensional Fund Advisors LP
INCREASED
Shares665,107 from 575,970
Change+89,137 (+15%)
Value$1.4M (+$135.8K)
Filed 2026-11-04
Geode Capital Management, LLC
DECREASED
Shares396,083 from 421,582
Change-25,499 (-6%)
Value$808.4K (-$85.8K)
Filed 2026-11-06
Chapin Davis, Inc.
DECREASED
Shares136,285 from 154,285
Change-18,000 (-12%)
Value$278.0K (-$49.1K)
Filed 2026-10-09
Crescent Grove Advisors, LLC
UNCHANGED
Shares130,769 from 130,769
Change0 (0%)
Value$266.8K (-$10.5K)
Filed 2026-10-21
Mcdonald Partners LLC
INCREASED
Shares110,622 from 109,622
Change+1,000 (+1%)
Value$225.7K (-$6.7K)
Filed 2026-11-03
Creative Planning
UNCHANGED
Shares67,964 from 67,964
Change0 (0%)
Value$138.6K (-$5.4K)
Filed 2026-11-02
Simplex Trading, LLC
INCREASED
Shares36,396 from 28,756
Change+7,640 (+27%)
Value$74.2K (+$13.3K)
Filed 2026-11-04
LPL Financial LLC
DECREASED
Shares33,086 from 37,336
Change-4,250 (-11%)
Value$67.5K (-$11.7K)
Filed 2026-11-06
Manske Wealth Management
UNCHANGED
Shares22,803 from 22,803
Change0 (0%)
Value$46.5K (-$1.8K)
Filed 2026-10-26
Commonwealth Equity Services, LLC
DECREASED
Shares22,246 from 25,410
Change-3,164 (-12%)
Value$45.4K (-$8.5K)
Filed 2026-11-02
StoneX Group Inc.
NEW
Shares13,546
Change+13,546
Value$28.3K
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$20 (-$21.0K)
Filed 2026-11-02
Center for Financial Planning, Inc.
UNCHANGED
Shares5,390 from 5,390
Change0 (0%)
Value$11.0K (-$432)
Filed 2026-10-26
Citigroup Inc
NEW
Shares3,018
Change+3,018
Value$6.2K
Filed 2026-11-04
West Paces Advisors Inc.
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$4.1K (-$160)
Filed 2026-10-13
Fairscale Capital, LLC
UNCHANGED
Shares281 from 281
Change0 (0%)
Value$495 (-$101)
Filed 2026-11-04
SBI Securities Co., Ltd.
UNCHANGED
Shares82 from 82
Change0 (0%)
Value$167 (-$7)
Filed 2026-10-22
Caitong International Asset Management Co., Ltd
INCREASED
Shares50 from 5
Change+45 (+900%)
Value$102 (+$91)
Filed 2026-10-29
Barclays PLC
DECREASED
Shares45 from 215
Change-170 (-79%)
Value$92 (-$363)
Filed 2026-11-06
Assetmark, Inc
CLOSED
Shares0 from 73
Change-73 (-100%)
Value$0 (-$155)
Filed 2026-10-21
Vanguard Capital Management LLC
N/A
Shares— from 1,680,820
Change-1,680,820 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 923,408
Change-923,408 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 579,826
Change-579,826 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 509,693
Change-509,693 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 441,651
Change-441,651 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 409,260
Change-409,260 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 385,000
Change-385,000 (-100%)
Value—
Globeflex Capital L P
N/A
Shares— from 335,146
Change-335,146 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 334,809
Change-334,809 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 229,163
Change-229,163 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 223,025
Change-223,025 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 210,600
Change-210,600 (-100%)
Value—
Apollo Management Holdings, L.P.
N/A
Shares— from 209,844
Change-209,844 (-100%)
Value—
State Street Corp
N/A
Shares— from 191,703
Change-191,703 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 164,160
Change-164,160 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 138,590
Change-138,590 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 124,523
Change-124,523 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 103,049
Change-103,049 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 98,971
Change-98,971 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 86,188
Change-86,188 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 80,805
Change-80,805 (-100%)
Value—
Man Group plc
N/A
Shares— from 65,182
Change-65,182 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 49,127
Change-49,127 (-100%)
Value—
UBS Group AG
N/A
Shares— from 36,458
Change-36,458 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 31,530
Change-31,530 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 29,737
Change-29,737 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 29,056
Change-29,056 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 26,000
Change-26,000 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 23,700
Change-23,700 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 23,200
Change-23,200 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 23,163
Change-23,163 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 20,470
Change-20,470 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 18,700
Change-18,700 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 17,576
Change-17,576 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 17,460
Change-17,460 (-100%)
Value—
Dynamic Technology Lab Private Ltd
N/A
Shares— from 15,832
Change-15,832 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 14,275
Change-14,275 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 12,456
Change-12,456 (-100%)
Value—
AXQ Capital, LP
N/A
Shares— from 12,171
Change-12,171 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 11,946
Change-11,946 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 11,453
Change-11,453 (-100%)
Value—
Oxford Asset Management LLP
N/A
Shares— from 10,362
Change-10,362 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 7,102
Change-7,102 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 5,984
Change-5,984 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 3,977
Change-3,977 (-100%)
Value—
FMR LLC
N/A
Shares— from 850
Change-850 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 400
Change-400 (-100%)
Value—
Status
Dimensional Fund Advisors LP
INCREASED665,107575,970+89,137+15%$1.2M$1.4M+$135.8K2026-11-04
Geode Capital Management, LLC
DECREASED396,083421,582-25,499-6%$894.1K$808.4K-$85.8K2026-11-06
Chapin Davis, Inc.
DECREASED136,285154,285-18,000-12%$327.1K$278.0K-$49.1K2026-10-09
Crescent Grove Advisors, LLC
UNCHANGED130,769130,76900%$277.2K$266.8K-$10.5K2026-10-21
Mcdonald Partners LLC
INCREASED110,622109,622+1,000+1%$232.4K$225.7K-$6.7K2026-11-03
Creative Planning
UNCHANGED67,96467,96400%$144.1K$138.6K-$5.4K2026-11-02
Simplex Trading, LLC
INCREASED36,39628,756+7,640+27%$61.0K$74.2K+$13.3K2026-11-04
LPL Financial LLC
DECREASED33,08637,336-4,250-11%$79.2K$67.5K-$11.7K2026-11-06
Manske Wealth Management
UNCHANGED22,80322,80300%$48.3K$46.5K-$1.8K2026-10-26
Commonwealth Equity Services, LLC
DECREASED22,24625,410-3,164-12%$53.9K$45.4K-$8.5K2026-11-02
StoneX Group Inc.
NEW13,546—+13,546——$28.3K—2026-11-03
Cambridge Investment Research Advisors, Inc.
UNCHANGED10,00010,00000%$21.0K$20-$21.0K2026-11-02
Center for Financial Planning, Inc.
UNCHANGED5,3905,39000%$11.4K$11.0K-$4322026-10-26
Citigroup Inc
NEW3,018—+3,018——$6.2K—2026-11-04
West Paces Advisors Inc.
UNCHANGED2,0002,00000%$4.2K$4.1K-$1602026-10-13
Fairscale Capital, LLC
UNCHANGED28128100%$596$495-$1012026-11-04
SBI Securities Co., Ltd.
UNCHANGED828200%$174$167-$72026-10-22
Caitong International Asset Management Co., Ltd
INCREASED505+45+900%$11$102+$912026-10-29
Barclays PLC
DECREASED45215-170-79%$455$92-$3632026-11-06
Assetmark, Inc
CLOSED073-73-100%$155$0-$1552026-10-21
Vanguard Capital Management LLC
N/A—1,680,820-1,680,820-100%$3.6M———
Hillsdale Investment Management Inc.
N/A—923,408-923,408-100%$2.0M———
Two Sigma Investments, LP
N/A—579,826-579,826-100%$1.2M———
American Century Companies Inc
N/A—509,693-509,693-100%$1.1M———
Ameriprise Financial Inc
N/A—441,651-441,651-100%$936.3K———
Bridgeway Capital Management, LLC
N/A—409,260-409,260-100%$867.6K———
Wells Fargo & Company
N/A—385,000-385,000-100%$816.2K———
Globeflex Capital L P
N/A—335,146-335,146-100%$710.5K———
Arrowstreet Capital, Limited Partnership
N/A—334,809-334,809-100%$709.8K———
BlackRock, Inc.
N/A—229,163-229,163-100%$485.8K———
Vanguard Fiduciary Trust Co
N/A—223,025-223,025-100%$472.8K———
Renaissance Technologies LLC
N/A—210,600-210,600-100%$446.5K———
Apollo Management Holdings, L.P.
N/A—209,844-209,844-100%$444.9K———
State Street Corp
N/A—191,703-191,703-100%$406.4K———
Empowered Funds, LLC
N/A—164,160-164,160-100%$348.0K———
Jane Street Group, LLC
N/A—138,590-138,590-100%$293.8K———
Citadel Advisors LLC
N/A—124,523-124,523-100%$264.0K———
Goldman Sachs Group Inc
N/A—103,049-103,049-100%$218.5K———
Susquehanna International Group, LLP
N/A—98,971-98,971-100%$209.8K———
Bank of America Corp
N/A—86,188-86,188-100%$182.7K———
Northern Trust Corp
N/A—80,805-80,805-100%$171.3K———
Man Group plc
N/A—65,182-65,182-100%$138.2K———
Captrust Financial Advisors
N/A—49,127-49,127-100%$104.1K———
UBS Group AG
N/A—36,458-36,458-100%$77.3K———
Centiva Capital, LP
N/A—31,530-31,530-100%$66.8K———
XTX Topco Ltd
N/A—29,737-29,737-100%$63.0K———
Cetera Investment Advisers
N/A—29,056-29,056-100%$61.6K———
Kingsview Wealth Management, LLC
N/A—26,000-26,000-100%$55.1K———
Price T Rowe Associates Inc
N/A—23,700-23,700-100%$51———
Prelude Capital Management, LLC
N/A—23,200-23,200-100%$49.2K———
Panagora Asset Management Inc
N/A—23,163-23,163-100%$49.1K———
Vanguard Personalized Indexing Management, LLC
N/A—20,470-20,470-100%$43.4K———
Prudential Financial Inc
N/A—18,700-18,700-100%$39.6K———
Mercer Global Advisors Inc
N/A—17,576-17,576-100%$37.3K———
Vanguard Global Advisers, LLC
N/A—17,460-17,460-100%$37.0K———
Dynamic Technology Lab Private Ltd
N/A—15,832-15,832-100%$34.0K———
Group One Trading LLC
N/A—14,275-14,275-100%$30.3K———
Kayne Anderson Rudnick Investment Management LLC
N/A—12,456-12,456-100%$26.4K———
AXQ Capital, LP
N/A—12,171-12,171-100%$25.8K———
Virtu Financial LLC
N/A—11,946-11,946-100%$25———
Schonfeld Strategic Advisors LLC
N/A—11,453-11,453-100%$24.3K———
Oxford Asset Management LLP
N/A—10,362-10,362-100%$22.0K———
NewEdge Advisors, LLC
N/A—7,102-7,102-100%$15.1K———
Tower Research Capital LLC (TRC)
N/A—5,984-5,984-100%$12.7K———
Osaic Holdings, Inc.
N/A—3,977-3,977-100%$8.4K———
FMR LLC
N/A—850-850-100%$1.8K———
Morgan Stanley
N/A—400-400-100%$848———
Showing 67 of 67 institutions