Costamare Bulkers Hldgs LTD (CMDB)

CUSIP: Y2001C101 | 142 institutional holders

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

Beneficial Ownership — 13D / 13G

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

Holder	Shares	% of Class	Change	Event Date	vs 13F
13DAchillefs Konstantakopoulos with Costamare Shipping Services Ltd.	4,979,706	20.5%	New 5%+ stake	Jul 17, 2026	No 13F filer matched
13G/AKonstantakopoulos Achillefs	4,790,965	19.7%

Institutional Holders — Q3 2026

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Dimensional Fund Advisors LP1,256,981

0.0% of portfolio$27.4M

Strs Ohio37,300

0.0% of portfolio$813.9K

Citigroup Inc32,609

0.0% of portfolio$711.5K

Creative Planning28,366

0.0% of portfolio$618.9K

Moran Wealth Management, LLC27,700

0.0% of portfolio$604.4K

Gamma Investing LLC3,326

0.0% of portfolio$72.6K

Parallel Advisors, LLC1,596

0.0% of portfolio$34.8K

State of Alaska, Department of Revenue926

0.0% of portfolio$20

Signaturefd, LLC776

0.0% of portfolio$16.9K

Fortitude Family Office, LLC243

0.0% of portfolio$5.3K

Private Wealth Management Group, LLC227

0.0% of portfolio$5.0K

MassMutual Private Wealth & Trust, FSB185

0.0% of portfolio$4.0K

Torren Management, LLC176

0.0% of portfolio$3.8K

Sterling Capital Management LLC168

0.0% of portfolio$3.7K

Farther Finance Advisors, LLC109

0.0% of portfolio$2.4K

Buck Wealth Strategies, LLC100

0.0% of portfolio$2.2K

EverSource Wealth Advisors, LLC92

0.0% of portfolio$2.0K

SJS Investment Consulting Inc.92

0.0% of portfolio$2.0K

Armstrong Advisory Group, Inc90

0.0% of portfolio$2.0K

Nisa Investment Advisors, LLC77

0.0% of portfolio$1.7K

Versant Capital Management, Inc64

0.0% of portfolio$1.4K

Essential Partners LLC64

0.0% of portfolio$1.4K

IFP Advisors, Inc38

0.0% of portfolio$829

Physician Wealth Advisors, Inc.21

0.0% of portfolio$459

Mather Group, Llc.21

0.0% of portfolio$458

Assetmark, Inc21

0.0% of portfolio$458

Root Financial Partners, LLC20

0.0% of portfolio$436

Covestor Ltd14

0.0% of portfolio$0

				Style	Turnover	Location	Filed
Dimensional Fund Advisors LP	1,256,981	$27.4M	0.0%	Index	Low	Austin, TX	2026-11-04
Strs Ohio	37,300	$813.9K	0.0%	Core	Medium	Columbus, OH	2026-10-30
Citigroup Inc	32,609	$711.5K	0.0%	Core	Medium	New York, NY	2026-11-04
Creative Planning	28,366	$618.9K	0.0%	Index	Very Low	Overland Park, KS	2026-11-02
Moran Wealth Management, LLC	27,700	$604.4K	0.0%	Core	Medium	Naples, FL	2026-10-22
Gamma Investing LLC	3,326	$72.6K	0.0%	Index	Very Low	Foster City, CA	2026-10-08
Parallel Advisors, LLC	1,596	$34.8K	0.0%	Index	Low	San Francisco, CA	2026-11-03
State of Alaska, Department of Revenue	926	$20	0.0%	Core	Very Low	Juneau, AK	2026-10-15
Signaturefd, LLC	776	$16.9K	0.0%	Index	Low	Atlanta, GA	2026-10-23
Fortitude Family Office, LLC	243	$5.3K	0.0%	ETF	Medium	Scottsdale, AZ	2026-10-14
Private Wealth Management Group, LLC	227	$5.0K	0.0%	ETF	Low	Princeton, NJ	2026-10-19
MassMutual Private Wealth & Trust, FSB	185	$4.0K	0.0%	Core	Low	Springfield, MA	2026-10-05
Torren Management, LLC	176	$3.8K	0.0%	ETF	Medium	San Diego, CA	2026-10-29
Sterling Capital Management LLC	168	$3.7K	0.0%	GARP	Medium	Charlotte, NC	2026-10-22
Farther Finance Advisors, LLC	109	$2.4K	0.0%	Index	Low	San Francisco, CA	2026-10-08
Buck Wealth Strategies, LLC	100	$2.2K	0.0%	Value	Medium	Denver, CO	2026-10-28
EverSource Wealth Advisors, LLC	92	$2.0K	0.0%	Core	Medium	Birmingham, AL	2026-11-04
SJS Investment Consulting Inc.	92	$2.0K	0.0%	ETF	Very Low	Sylvania, OH	2026-10-26
Armstrong Advisory Group, Inc	90	$2.0K	0.0%	ETF	High	Needham, MA	2026-10-09
Nisa Investment Advisors, LLC	77	$1.7K	0.0%	Index	Very Low	St. Louis, MO	2026-10-20
Versant Capital Management, Inc	64	$1.4K	0.0%	GARP	Low	Phoenix, AZ	2026-10-02
Essential Partners LLC	64	$1.4K	0.0%	Value	Medium	Rancho Santa Fe, CA	2026-10-14
IFP Advisors, Inc	38	$829	0.0%	Growth	Low	Tampa, FL	2026-10-16
Physician Wealth Advisors, Inc.	21	$459	0.0%	ETF	Medium	Midvale, UT	2026-10-20
Mather Group, Llc.	21	$458	0.0%	ETF	Medium	Chicago, IL	2026-10-14
Assetmark, Inc	21	$458	0.0%	ETF	Low	Concord, CA	2026-10-21
Root Financial Partners, LLC	20	$436	0.0%	ETF	Medium	Encinitas, CA	2026-10-21
Covestor Ltd	14	$0	0.0%	Value	High	London, United Kingdom	2026-10-30