Coda Octopus Group Inc (CODA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Essex Investment Management Co LLC

DECREASED

Shares312,533 from 322,278

Change-9,745 (-3%)

Value$3.4M (+$204.8K)

Filed 2026-10-19

Dimensional Fund Advisors LP

INCREASED

Shares122,094 from 108,083

Change+14,011 (+13%)

Value$1.3M (+$254.5K)

Filed 2026-11-04

Geode Capital Management, LLC

DECREASED

Shares57,361 from 60,331

Change-2,970 (-5%)

Value$615.7K (+$26.1K)

Filed 2026-11-06

North Star Investment Management Corp.

UNCHANGED

Shares50,000 from 50,000

Change0 (0%)

Value$536.5K (+$48.0K)

Filed 2026-10-27

4Wealth Advisors, Inc.

INCREASED

Shares18,669 from 12,434

Change+6,235 (+50%)

Value$203.5K (+$84.7K)

Filed 2026-10-13

InTrack Investment Management Inc

NEW

Shares14,000

Change+14,000

Value$150.2K

Filed 2026-10-15

Commonwealth Equity Services, LLC

UNCHANGED

Shares12,000 from 12,000

Change0 (0%)

Value$128.8K (+$11.5K)

Filed 2026-11-02

Allworth Financial LP

UNCHANGED

Shares1,100 from 1,100

Change0 (0%)

Value$10.7K ($0)

Filed 2026-11-06

SBI Securities Co., Ltd.

INCREASED

Shares1,067 from 646

Change+421 (+65%)

Value$11.4K (+$5.1K)

Filed 2026-10-22

Creative Financial Designs Inc

UNCHANGED

Shares727 from 727

Change0 (0%)

Value$7.8K (+$698)

Filed 2026-11-04

Leonteq Securities AG

UNCHANGED

Shares598 from 598

Change0 (0%)

Value$6.4K (+$569)

Filed 2026-10-29

Fortitude Family Office, LLC

NEW

Shares236

Change+236

Value$2.5K

Filed 2026-10-14

Root Financial Partners, LLC

NEW

Shares50

Change+50

Value$537

Filed 2026-10-21

Acumen Wealth Advisors, LLC

UNCHANGED

Shares20 from 20

Change0 (0%)

Value$215 (+$19)

Filed 2026-11-05

Caitong International Asset Management Co., Ltd

INCREASED

Shares14 from 13

Change+1 (+8%)

Value$150 (+$23)

Filed 2026-10-29

Comprehensive Financial Planning, Inc.

CLOSED

Shares0 from 23

Change-23 (-100%)

Value$0 (-$225)

Filed 2026-10-27

Marshall Wace, LLP

N/A

Shares— from 263,186

Change-263,186 (-100%)

Value—

Meros Investment Management, LP

N/A

Shares— from 254,310

Change-254,310 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 220,272

Change-220,272 (-100%)

Value—

Acadian Asset Management LLC

N/A

Shares— from 146,788

Change-146,788 (-100%)

Value—

Archon Capital Management LLC

N/A

Shares— from 140,000

Change-140,000 (-100%)

Value—

Round Rock Advisors LLC

N/A

Shares— from 117,366

Change-117,366 (-100%)

Value—

Legato Capital Management LLC

N/A

Shares— from 108,091

Change-108,091 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 102,928

Change-102,928 (-100%)

Value—

Grandeur Peak Global Advisors, LLC

N/A

Shares— from 68,683

Change-68,683 (-100%)

Value—

Navellier & Associates Inc

N/A

Shares— from 65,811

Change-65,811 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 64,363

Change-64,363 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 62,824

Change-62,824 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 50,422

Change-50,422 (-100%)

Value—

RBF Capital, LLC

N/A

Shares— from 50,000

Change-50,000 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 49,201

Change-49,201 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 41,415

Change-41,415 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 35,037

Change-35,037 (-100%)

Value—

Occudo Quantitative Strategies LP

N/A

Shares— from 32,709

Change-32,709 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 30,000

Change-30,000 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 28,284

Change-28,284 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 25,272

Change-25,272 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 24,676

Change-24,676 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 24,500

Change-24,500 (-100%)

Value—

State Street Corp

N/A

Shares— from 23,653

Change-23,653 (-100%)

Value—

Integrated Quantitative Investments LLC

N/A

Shares— from 23,070

Change-23,070 (-100%)

Value—

Connective Capital Management, LLC

N/A

Shares— from 22,478

Change-22,478 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 20,731

Change-20,731 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 19,802

Change-19,802 (-100%)

Value—

Hillsdale Investment Management Inc.

N/A

Shares— from 19,570

Change-19,570 (-100%)

Value—

Corsair Capital Management, L.P.

N/A

Shares— from 19,438

Change-19,438 (-100%)

Value—

Susquehanna Fundamental Investments, LLC

N/A

Shares— from 17,653

Change-17,653 (-100%)

Value—

Schonfeld Strategic Advisors LLC

N/A

Shares— from 17,539

Change-17,539 (-100%)

Value—

Rothschild Wealth LLC

N/A

Shares— from 17,050

Change-17,050 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 16,401

Change-16,401 (-100%)

Value—

Wealthquest Corp

N/A

Shares— from 12,753

Change-12,753 (-100%)

Value—

Prelude Capital Management, LLC

N/A

Shares— from 12,313

Change-12,313 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 12,020

Change-12,020 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 11,389

Change-11,389 (-100%)

Value—

UBS Group AG

N/A

Shares— from 7,772

Change-7,772 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 1,450

Change-1,450 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 737

Change-737 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 729

Change-729 (-100%)

Value—

Game Plan Financial Advisors, LLC

N/A

Shares— from 650

Change-650 (-100%)

Value—

Whittier Trust Co

N/A

Shares— from 389

Change-389 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 238

Change-238 (-100%)

Value—

Mcguire Capital Advisors Inc

N/A

Shares— from 158

Change-158 (-100%)

Value—

Rialto Wealth Management, LLC

N/A

Shares— from 54

Change-54 (-100%)

Value—

FMR LLC

N/A

Shares— from 3

Change-3 (-100%)

Value—

ST Germain D J Co Inc

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Essex Investment Management Co LLC	DECREASED	312,533	322,278	-9,745	-3%	$3.1M	$3.4M	+$204.8K	2026-10-19
Dimensional Fund Advisors LP	INCREASED	122,094	108,083	+14,011	+13%	$1.1M	$1.3M	+$254.5K	2026-11-04
Geode Capital Management, LLC	DECREASED	57,361	60,331	-2,970	-5%	$589.6K	$615.7K	+$26.1K	2026-11-06
North Star Investment Management Corp.	UNCHANGED	50,000	50,000	0	0%	$488.5K	$536.5K	+$48.0K	2026-10-27
4Wealth Advisors, Inc.	INCREASED	18,669	12,434	+6,235	+50%	$118.7K	$203.5K	+$84.7K	2026-10-13
InTrack Investment Management Inc	NEW	14,000	—	+14,000	—	—	$150.2K	—	2026-10-15
Commonwealth Equity Services, LLC	UNCHANGED	12,000	12,000	0	0%	$117.2K	$128.8K	+$11.5K	2026-11-02
Allworth Financial LP	UNCHANGED	1,100	1,100	0	0%	$10.7K	$10.7K	$0	2026-11-06
SBI Securities Co., Ltd.	INCREASED	1,067	646	+421	+65%	$6.3K	$11.4K	+$5.1K	2026-10-22
Creative Financial Designs Inc	UNCHANGED	727	727	0	0%	$7.1K	$7.8K	+$698	2026-11-04
Leonteq Securities AG	UNCHANGED	598	598	0	0%	$5.8K	$6.4K	+$569	2026-10-29
Fortitude Family Office, LLC	NEW	236	—	+236	—	—	$2.5K	—	2026-10-14
Root Financial Partners, LLC	NEW	50	—	+50	—	—	$537	—	2026-10-21
Acumen Wealth Advisors, LLC	UNCHANGED	20	20	0	0%	$196	$215	+$19	2026-11-05
Caitong International Asset Management Co., Ltd	INCREASED	14	13	+1	+8%	$127	$150	+$23	2026-10-29
Comprehensive Financial Planning, Inc.	CLOSED	0	23	-23	-100%	$225	$0	-$225	2026-10-27
Marshall Wace, LLP	N/A	—	263,186	-263,186	-100%	$2.6M	—	—	—
Meros Investment Management, LP	N/A	—	254,310	-254,310	-100%	$2.5M	—	—	—
Vanguard Capital Management LLC	N/A	—	220,272	-220,272	-100%	$2.2M	—	—	—
Acadian Asset Management LLC	N/A	—	146,788	-146,788	-100%	$1.4M	—	—	—
Archon Capital Management LLC	N/A	—	140,000	-140,000	-100%	$1.4M	—	—	—
Round Rock Advisors LLC	N/A	—	117,366	-117,366	-100%	$1.1M	—	—	—
Legato Capital Management LLC	N/A	—	108,091	-108,091	-100%	$1.1M	—	—	—
Renaissance Technologies LLC	N/A	—	102,928	-102,928	-100%	$1.0M	—	—	—
Grandeur Peak Global Advisors, LLC	N/A	—	68,683	-68,683	-100%	$671.0K	—	—	—
Navellier & Associates Inc	N/A	—	65,811	-65,811	-100%	$643.0K	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	64,363	-64,363	-100%	$628.8K	—	—	—
BlackRock, Inc.	N/A	—	62,824	-62,824	-100%	$613.8K	—	—	—
Victory Capital Management Inc	N/A	—	50,422	-50,422	-100%	$492.6K	—	—	—
RBF Capital, LLC	N/A	—	50,000	-50,000	-100%	$488.5K	—	—	—
SEI Investments Co	N/A	—	49,201	-49,201	-100%	$480.7K	—	—	—
Two Sigma Investments, LP	N/A	—	41,415	-41,415	-100%	$404.6K	—	—	—
Morgan Stanley	N/A	—	35,037	-35,037	-100%	$342.3K	—	—	—
Occudo Quantitative Strategies LP	N/A	—	32,709	-32,709	-100%	$319.6K	—	—	—
Stifel Financial Corp	N/A	—	30,000	-30,000	-100%	$293.1K	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	28,284	-28,284	-100%	$276.3K	—	—	—
Jane Street Group, LLC	N/A	—	25,272	-25,272	-100%	$246.9K	—	—	—
Goldman Sachs Group Inc	N/A	—	24,676	-24,676	-100%	$241.1K	—	—	—
Cerity Partners LLC	N/A	—	24,500	-24,500	-100%	$239.4K	—	—	—
State Street Corp	N/A	—	23,653	-23,653	-100%	$231.1K	—	—	—
Integrated Quantitative Investments LLC	N/A	—	23,070	-23,070	-100%	$225.4K	—	—	—
Connective Capital Management, LLC	N/A	—	22,478	-22,478	-100%	$219.6K	—	—	—
Osaic Holdings, Inc.	N/A	—	20,731	-20,731	-100%	$202.5K	—	—	—
Trexquant Investment LP	N/A	—	19,802	-19,802	-100%	$193.5K	—	—	—
Hillsdale Investment Management Inc.	N/A	—	19,570	-19,570	-100%	$191.2K	—	—	—
Corsair Capital Management, L.P.	N/A	—	19,438	-19,438	-100%	$189.9K	—	—	—
Susquehanna Fundamental Investments, LLC	N/A	—	17,653	-17,653	-100%	$172.5K	—	—	—
Schonfeld Strategic Advisors LLC	N/A	—	17,539	-17,539	-100%	$171.4K	—	—	—
Rothschild Wealth LLC	N/A	—	17,050	-17,050	-100%	$166.6K	—	—	—
Citadel Advisors LLC	N/A	—	16,401	-16,401	-100%	$160.2K	—	—	—
Wealthquest Corp	N/A	—	12,753	-12,753	-100%	$124.6K	—	—	—
Prelude Capital Management, LLC	N/A	—	12,313	-12,313	-100%	$120.3K	—	—	—
HRT Financial LP	N/A	—	12,020	-12,020	-100%	$117.0K	—	—	—
NewEdge Advisors, LLC	N/A	—	11,389	-11,389	-100%	$111.3K	—	—	—
UBS Group AG	N/A	—	7,772	-7,772	-100%	$75.9K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	1,450	-1,450	-100%	$14.2K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	737	-737	-100%	$7.2K	—	—	—
JPMorgan Chase & Co	N/A	—	729	-729	-100%	$7.0K	—	—	—
Game Plan Financial Advisors, LLC	N/A	—	650	-650	-100%	$6.4K	—	—	—
Whittier Trust Co	N/A	—	389	-389	-100%	$3.8K	—	—	—
Royal Bank of Canada	N/A	—	238	-238	-100%	$2.0K	—	—	—
Mcguire Capital Advisors Inc	N/A	—	158	-158	-100%	$1.5K	—	—	—
Rialto Wealth Management, LLC	N/A	—	54	-54	-100%	$528	—	—	—
FMR LLC	N/A	—	3	-3	-100%	$29	—	—	—
ST Germain D J Co Inc	N/A	—	1	-1	-100%	$10	—	—	—

Showing 65 of 65 institutions