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Claros Mortgage Trust Inc (CMTG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
INCREASED
Shares3,007,348 from 2,830,457
Change+176,891 (+6%)
Value$3.8M (-$2.9M)
Filed 2026-11-06
Citigroup Inc
INCREASED
Shares1,504,710 from 1,404,469
Change+100,241 (+7%)
Value$1.9M (-$1.4M)
Filed 2026-11-04
FNY Investment Advisers, LLC
INCREASED
Shares340,879 from 87,491
Change+253,388 (+290%)
Value$426.0K (+$221.0K)
Filed 2026-10-16
Bank of New York Mellon Corp
DECREASED
Shares301,792 from 307,006
Change-5,214 (-2%)
Value$377.2K (-$344.2K)
Filed 2026-11-05
Compagnie Lombard Odier SCmA
DECREASED
Shares80,000 from 92,500
Change-12,500 (-14%)
Value$100.0K (-$117.4K)
Filed 2026-11-04
Russell Investments Group, Ltd.
DECREASED
Shares55,150 from 55,327
Change-177 (0%)
Value$68.9K (-$61.1K)
Filed 2026-11-06
Barclays PLC
INCREASED
Shares41,388 from 19,555
Change+21,833 (+112%)
Value$51.7K (+$5.8K)
Filed 2026-11-06
Strs Ohio
INCREASED
Shares23,700 from 16,300
Change+7,400 (+45%)
Value$29.6K (-$8.7K)
Filed 2026-10-30
Anchyra Partners LLC
NEW
Shares16,224
Change+16,224
Value$20.3K
Filed 2026-10-13
ProShare Advisors LLC
DECREASED
Shares12,091 from 12,608
Change-517 (-4%)
Value$15.1K (-$14.5K)
Filed 2026-10-29
Clearstead Advisors, LLC
DECREASED
Shares3,194 from 3,233
Change-39 (-1%)
Value$4.0K (-$3.6K)
Filed 2026-11-06
Gamma Investing LLC
INCREASED
Shares2,186 from 80
Change+2,106 (+2633%)
Value$2.7K (+$2.5K)
Filed 2026-10-08
Sterling Capital Management LLC
DECREASED
Shares1,899 from 1,940
Change-41 (-2%)
Value$2.4K (-$2.2K)
Filed 2026-10-22
Simplex Trading, LLC
DECREASED
Shares1,305 from 10,206
Change-8,901 (-87%)
Value$1.6K (-$22.4K)
Filed 2026-11-04
Allworth Financial LP
UNCHANGED
Shares1,259 from 1,259
Change0 (0%)
Value$3.0K ($0)
Filed 2026-11-06
Farther Finance Advisors, LLC
INCREASED
Shares518 from 212
Change+306 (+144%)
Value$648 (+$150)
Filed 2026-10-08
Essential Partners LLC
DECREASED
Shares278 from 722
Change-444 (-61%)
Value$348 (-$1.3K)
Filed 2026-10-14
Pittenger & Anderson Inc
UNCHANGED
Shares202 from 202
Change0 (0%)
Value$253 (-$222)
Filed 2026-11-02
SJS Investment Consulting Inc.
INCREASED
Shares178 from 28
Change+150 (+536%)
Value$223 (+$157)
Filed 2026-10-26
Fortitude Family Office, LLC
DECREASED
Shares109 from 276
Change-167 (-61%)
Value$136 (-$513)
Filed 2026-10-14
Covestor Ltd
DECREASED
Shares71 from 118
Change-47 (-40%)
Value$0 ($0)
Filed 2026-10-30
Caitong International Asset Management Co., Ltd
INCREASED
Shares62 from 14
Change+48 (+343%)
Value$78 (+$45)
Filed 2026-10-29
EverSource Wealth Advisors, LLC
DECREASED
Shares45 from 688
Change-643 (-93%)
Value$56 (-$1.6K)
Filed 2026-11-04
IFP Advisors, Inc
INCREASED
Shares27 from 22
Change+5 (+23%)
Value$34 (-$18)
Filed 2026-10-16
Atria Investments, Inc
CLOSED
Shares0 from 33,372
Change-33,372 (-100%)
Value$0 (-$78.4K)
Filed 2026-10-15
Wealth Enhancement Advisory Services, LLC
CLOSED
Shares0 from 16,634
Change-16,634 (-100%)
Value$0 (-$37.1K)
Filed 2026-10-13
Ascent Group, LLC
CLOSED
Shares0 from 15,552
Change-15,552 (-100%)
Value$0 (-$36.5K)
Filed 2026-10-30
Creative Planning
CLOSED
Shares0 from 12,684
Change-12,684 (-100%)
Value$0 (-$29.8K)
Filed 2026-11-02
PNC Financial Services Group, Inc.
CLOSED
Shares0 from 606
Change-606 (-100%)
Value$0 (-$1.4K)
Filed 2026-11-06
Private Wealth Management Group, LLC
CLOSED
Shares0 from 514
Change-514 (-100%)
Value$0 (-$1.2K)
Filed 2026-10-19
First Command Advisory Services, Inc.
CLOSED
Shares0 from 400
Change-400 (-100%)
Value$0 (-$940)
Filed 2026-11-05
US Bancorp \de\
CLOSED
Shares0 from 171
Change-171 (-100%)
Value$0 (-$402)
Filed 2026-11-05
Parallel Advisors, LLC
CLOSED
Shares0 from 79
Change-79 (-100%)
Value$0 (-$186)
Filed 2026-11-03
True Wealth Design, LLC
CLOSED
Shares0 from 78
Change-78 (-100%)
Value$0 (-$184)
Filed 2026-10-13
Hyundai Investments Co., Ltd.
N/A
Shares— from 20,373,331
Change-20,373,331 (-100%)
Value—
Koch, Inc.
N/A
Shares— from 15,126,917
Change-15,126,917 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 8,757,139
Change-8,757,139 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 8,509,252
Change-8,509,252 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 5,703,052
Change-5,703,052 (-100%)
Value—
Wafra Inc.
N/A
Shares— from 2,500,000
Change-2,500,000 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 2,238,789
Change-2,238,789 (-100%)
Value—
State Street Corp
N/A
Shares— from 2,232,821
Change-2,232,821 (-100%)
Value—
LM Asset Management Inc.
N/A
Shares— from 1,846,000
Change-1,846,000 (-100%)
Value—
Hotchkis & Wiley Capital Management LLC
N/A
Shares— from 1,644,895
Change-1,644,895 (-100%)
Value—
Gratia Capital, LLC
N/A
Shares— from 1,301,212
Change-1,301,212 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 1,110,156
Change-1,110,156 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 858,888
Change-858,888 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 844,983
Change-844,983 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 815,946
Change-815,946 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 582,629
Change-582,629 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 575,249
Change-575,249 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 452,533
Change-452,533 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 389,708
Change-389,708 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 360,224
Change-360,224 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 327,649
Change-327,649 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 273,516
Change-273,516 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 214,045
Change-214,045 (-100%)
Value—
UBS Group AG
N/A
Shares— from 192,910
Change-192,910 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 174,489
Change-174,489 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 174,000
Change-174,000 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 166,889
Change-166,889 (-100%)
Value—
Caption Management, LLC
N/A
Shares— from 140,207
Change-140,207 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 131,600
Change-131,600 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 130,900
Change-130,900 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 121,193
Change-121,193 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 117,425
Change-117,425 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 117,290
Change-117,290 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 116,197
Change-116,197 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 103,324
Change-103,324 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 89,355
Change-89,355 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 88,527
Change-88,527 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 87,581
Change-87,581 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 80,632
Change-80,632 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 71,350
Change-71,350 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 61,798
Change-61,798 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 59,830
Change-59,830 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 54,248
Change-54,248 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 50,192
Change-50,192 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 44,343
Change-44,343 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 33,506
Change-33,506 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 30,516
Change-30,516 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 27,215
Change-27,215 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 27,104
Change-27,104 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 26,566
Change-26,566 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 25,920
Change-25,920 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 24,700
Change-24,700 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 24,058
Change-24,058 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 24,025
Change-24,025 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 23,070
Change-23,070 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 22,960
Change-22,960 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 22,386
Change-22,386 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 17,753
Change-17,753 (-100%)
Value—
Jacobs Levy Equity Management, Inc
N/A
Shares— from 17,011
Change-17,011 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 14,466
Change-14,466 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 14,289
Change-14,289 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 12,070
Change-12,070 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 11,554
Change-11,554 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 9,023
Change-9,023 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 8,547
Change-8,547 (-100%)
Value—
FMR LLC
N/A
Shares— from 7,939
Change-7,939 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 6,378
Change-6,378 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 6,366
Change-6,366 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 1,293
Change-1,293 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,163
Change-1,163 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 596
Change-596 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 344
Change-344 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 334
Change-334 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Geode Capital Management, LLC
INCREASED3,007,3482,830,457+176,891+6%$6.7M$3.8M-$2.9M2026-11-06
Citigroup Inc
INCREASED1,504,7101,404,469+100,241+7%$3.3M$1.9M-$1.4M2026-11-04
FNY Investment Advisers, LLC
INCREASED340,87987,491+253,388+290%$205.0K$426.0K+$221.0K2026-10-16
Bank of New York Mellon Corp
DECREASED301,792307,006-5,214-2%$721.5K$377.2K-$344.2K2026-11-05
Compagnie Lombard Odier SCmA
DECREASED80,00092,500-12,500-14%$217.4K$100.0K-$117.4K2026-11-04
Russell Investments Group, Ltd.
DECREASED55,15055,327-1770%$130.0K$68.9K-$61.1K2026-11-06
Barclays PLC
INCREASED41,38819,555+21,833+112%$46.0K$51.7K+$5.8K2026-11-06
Strs Ohio
INCREASED23,70016,300+7,400+45%$38.3K$29.6K-$8.7K2026-10-30
Anchyra Partners LLC
NEW16,224—+16,224——$20.3K—2026-10-13
ProShare Advisors LLC
DECREASED12,09112,608-517-4%$29.6K$15.1K-$14.5K2026-10-29
Clearstead Advisors, LLC
DECREASED3,1943,233-39-1%$7.6K$4.0K-$3.6K2026-11-06
Gamma Investing LLC
INCREASED2,18680+2,106+2633%$188$2.7K+$2.5K2026-10-08
Sterling Capital Management LLC
DECREASED1,8991,940-41-2%$4.6K$2.4K-$2.2K2026-10-22
Simplex Trading, LLC
DECREASED1,30510,206-8,901-87%$24.0K$1.6K-$22.4K2026-11-04
Allworth Financial LP
UNCHANGED1,2591,25900%$3.0K$3.0K$02026-11-06
Farther Finance Advisors, LLC
INCREASED518212+306+144%$498$648+$1502026-10-08
Essential Partners LLC
DECREASED278722-444-61%$1.7K$348-$1.3K2026-10-14
Pittenger & Anderson Inc
UNCHANGED20220200%$475$253-$2222026-11-02
SJS Investment Consulting Inc.
INCREASED17828+150+536%$66$223+$1572026-10-26
Fortitude Family Office, LLC
DECREASED109276-167-61%$649$136-$5132026-10-14
Covestor Ltd
DECREASED71118-47-40%$0$0$02026-10-30
Caitong International Asset Management Co., Ltd
INCREASED6214+48+343%$33$78+$452026-10-29
EverSource Wealth Advisors, LLC
DECREASED45688-643-93%$1.6K$56-$1.6K2026-11-04
IFP Advisors, Inc
INCREASED2722+5+23%$52$34-$182026-10-16
Atria Investments, Inc
CLOSED033,372-33,372-100%$78.4K$0-$78.4K2026-10-15
Wealth Enhancement Advisory Services, LLC
CLOSED016,634-16,634-100%$37.1K$0-$37.1K2026-10-13
Ascent Group, LLC
CLOSED015,552-15,552-100%$36.5K$0-$36.5K2026-10-30
Creative Planning
CLOSED012,684-12,684-100%$29.8K$0-$29.8K2026-11-02
PNC Financial Services Group, Inc.
CLOSED0606-606-100%$1.4K$0-$1.4K2026-11-06
Private Wealth Management Group, LLC
CLOSED0514-514-100%$1.2K$0-$1.2K2026-10-19
First Command Advisory Services, Inc.
CLOSED0400-400-100%$940$0-$9402026-11-05
US Bancorp \de\
CLOSED0171-171-100%$402$0-$4022026-11-05
Parallel Advisors, LLC
CLOSED079-79-100%$186$0-$1862026-11-03
True Wealth Design, LLC
CLOSED078-78-100%$184$0-$1842026-10-13
Hyundai Investments Co., Ltd.
N/A—20,373,331-20,373,331-100%$47.9M———
Koch, Inc.
N/A—15,126,917-15,126,917-100%$35.5M———
Neuberger Berman Group LLC
N/A—8,757,139-8,757,139-100%$20.6M———
BlackRock, Inc.
N/A—8,509,252-8,509,252-100%$20.0M———
Vanguard Capital Management LLC
N/A—5,703,052-5,703,052-100%$13.4M———
Wafra Inc.
N/A—2,500,000-2,500,000-100%$5.9M———
Charles Schwab Investment Management Inc
N/A—2,238,789-2,238,789-100%$5.3M———
State Street Corp
N/A—2,232,821-2,232,821-100%$5.2M———
LM Asset Management Inc.
N/A—1,846,000-1,846,000-100%$4.3M———
Hotchkis & Wiley Capital Management LLC
N/A—1,644,895-1,644,895-100%$3.9M———
Gratia Capital, LLC
N/A—1,301,212-1,301,212-100%$3.1M———
Van Eck Associates Corp
N/A—1,110,156-1,110,156-100%$2.6M———
Northern Trust Corp
N/A—858,888-858,888-100%$2.0M———
Vanguard Fiduciary Trust Co
N/A—844,983-844,983-100%$2.0M———
Vanguard Portfolio Management LLC
N/A—815,946-815,946-100%$1.9M———
D. E. Shaw & Co., Inc.
N/A—582,629-582,629-100%$1.4M———
Citadel Advisors LLC
N/A—575,249-575,249-100%$1.4M———
Macquarie Group LTD
N/A—452,533-452,533-100%$1.1M———
AQR Capital Management LLC
N/A—389,708-389,708-100%$915.8K———
Nuveen, LLC
N/A—360,224-360,224-100%$846.5K———
Brevan Howard Capital Management LP
N/A—327,649-327,649-100%$765.1K———
JPMorgan Chase & Co
N/A—273,516-273,516-100%$631.8K———
Prudential Financial Inc
N/A—214,045-214,045-100%$503.0K———
UBS Group AG
N/A—192,910-192,910-100%$453.3K———
Price T Rowe Associates Inc
N/A—174,489-174,489-100%$411.0K———
Ameriprise Financial Inc
N/A—174,000-174,000-100%$408.9K———
GSA Capital Partners LLP
N/A—166,889-166,889-100%$392.0K———
Caption Management, LLC
N/A—140,207-140,207-100%$329.5K———
Alliancebernstein L.P.
N/A—131,600-131,600-100%$313.2K———
Morgan Stanley
N/A—130,900-130,900-100%$307.6K———
Acadian Asset Management LLC
N/A—121,193-121,193-100%$283.0K———
Invesco Ltd.
N/A—117,425-117,425-100%$275.9K———
Goldman Sachs Group Inc
N/A—117,290-117,290-100%$275.6K———
Rhumbline Advisers
N/A—116,197-116,197-100%$273.1K———
SEI Investments Co
N/A—103,324-103,324-100%$242.8K———
Deutsche Bank Ag\
N/A—89,355-89,355-100%$210.0K———
Empowered Funds, LLC
N/A—88,527-88,527-100%$208.0K———
Bank of America Corp
N/A—87,581-87,581-100%$205.8K———
Wells Fargo & Company
N/A—80,632-80,632-100%$189.5K———
Vident Advisory, LLC
N/A—71,350-71,350-100%$167.7K———
Graham Capital Management, L.P.
N/A—61,798-61,798-100%$145.2K———
MetLife Investment Management, LLC
N/A—59,830-59,830-100%$140.6K———
Vanguard Global Advisers, LLC
N/A—54,248-54,248-100%$127.5K———
IEQ Capital, LLC
N/A—50,192-50,192-100%$118.0K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—44,343-44,343-100%$104.2K———
Gallagher Fiduciary Advisors, LLC
N/A—33,506-33,506-100%$78.7K———
Manufacturers Life Insurance Company, the
N/A—30,516-30,516-100%$71.7K———
Susquehanna International Group, LLP
N/A—27,215-27,215-100%$64.0K———
Intech Investment Management LLC
N/A—27,104-27,104-100%$63.7K———
New York State Common Retirement Fund
N/A—26,566-26,566-100%$62.4K———
State Board of Administration of Florida Retirement System
N/A—25,920-25,920-100%$60.9K———
BBR Partners, LLC
N/A—25,000-25,000-100%$58.8K———
Renaissance Technologies LLC
N/A—24,700-24,700-100%$58.0K———
Police & Firemen's Retirement System of New Jersey
N/A—24,058-24,058-100%$56.5K———
Mariner, LLC
N/A—24,025-24,025-100%$56.5K———
Voya Investment Management LLC
N/A—23,070-23,070-100%$54.2K———
XTX Topco Ltd
N/A—22,960-22,960-100%$54.0K———
Sequoia Financial Advisors, LLC
N/A—22,386-22,386-100%$52.6K———
Royal Bank of Canada
N/A—17,753-17,753-100%$42.0K———
Jacobs Levy Equity Management, Inc
N/A—17,011-17,011-100%$40.0K———
BNP Paribas Financial Markets
N/A—14,466-14,466-100%$34.0K———
Mercer Global Advisors Inc
N/A—14,289-14,289-100%$33.6K———
Victory Capital Management Inc
N/A—12,070-12,070-100%$28.4K———
M&T Bank Corp
N/A—11,554-11,554-100%$27.2K———
Ameritas Investment Partners, Inc.
N/A—9,023-9,023-100%$21.2K———
Legal & General Group Plc
N/A—8,547-8,547-100%$20.1K———
FMR LLC
N/A—7,939-7,939-100%$18.7K———
Arax Advisory Partners
N/A—6,378-6,378-100%$15.0K———
Tower Research Capital LLC (TRC)
N/A—6,366-6,366-100%$15.0K———
California State Teachers Retirement System
N/A—1,293-1,293-100%$3.0K———
Global Retirement Partners, LLC
N/A—1,163-1,163-100%$2.7K———
Rothschild Investment LLC
N/A—596-596-100%$1.4K———
Rockefeller Capital Management L.P.
N/A—344-344-100%$808———
Optiver Holding B.V.
N/A—334-334-100%$785———
Transamerica Financial Advisors, LLC
N/A—30-30-100%$70———
Huntington National Bank
N/A—1-1-100%$2———
Showing 110 of 110 institutions