Costamare Bulkers Hldgs LTD (CMDB)

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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Dimensional Fund Advisors LP

DECREASED

Shares1,256,981 from 1,294,494

Change-37,513 (-3%)

Value$27.4M (+$4.7M)

Filed 2026-11-04

Strs Ohio

INCREASED

Shares37,300 from 36,500

Change+800 (+2%)

Value$813.9K (+$172.9K)

Filed 2026-10-30

Citigroup Inc

INCREASED

Shares32,609 from 29,958

Change+2,651 (+9%)

Value$711.5K (+$185.5K)

Filed 2026-11-04

Creative Planning

INCREASED

Shares28,366 from 18,964

Change+9,402 (+50%)

Value$618.9K (+$285.9K)

Filed 2026-11-02

Moran Wealth Management, LLC

INCREASED

Shares27,700 from 26,700

Change+1,000 (+4%)

Value$604.4K (+$135.6K)

Filed 2026-10-22

Bank of New York Mellon Corp

INCREASED

Shares24,843 from 24,693

Change+150 (+1%)

Value$542.1K (+$108.5K)

Filed 2026-11-05

Gamma Investing LLC

INCREASED

Shares3,326 from 2,557

Change+769 (+30%)

Value$72.6K (+$27.7K)

Filed 2026-10-08

Parallel Advisors, LLC

UNCHANGED

Shares1,596 from 1,596

Change0 (0%)

Value$34.8K (+$6.8K)

Filed 2026-11-03

State of Alaska, Department of Revenue

NEW

Shares926

Change+926

Value$20

Filed 2026-10-15

Signaturefd, LLC

UNCHANGED

Shares776 from 776

Change0 (0%)

Value$16.9K (+$3.3K)

Filed 2026-10-23

Fortitude Family Office, LLC

NEW

Shares243

Change+243

Value$5.3K

Filed 2026-10-14

Private Wealth Management Group, LLC

DECREASED

Shares227 from 231

Change-4 (-2%)

Value$5.0K (+$897)

Filed 2026-10-19

MassMutual Private Wealth & Trust, FSB

UNCHANGED

Shares185 from 185

Change0 (0%)

Value$4.0K (+$788)

Filed 2026-10-05

Torren Management, LLC

UNCHANGED

Shares176 from 176

Change0 (0%)

Value$3.8K (+$749)

Filed 2026-10-29

Sterling Capital Management LLC

INCREASED

Shares168 from 153

Change+15 (+10%)

Value$3.7K (+$979)

Filed 2026-10-22

US Bancorp \de\

NEW

Shares122

Change+122

Value$2.7K

Filed 2026-11-05

Farther Finance Advisors, LLC

INCREASED

Shares109 from 55

Change+54 (+98%)

Value$2.4K (+$1.4K)

Filed 2026-10-08

Buck Wealth Strategies, LLC

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$2.2K (+$426)

Filed 2026-10-28

SJS Investment Consulting Inc.

INCREASED

Shares92 from 22

Change+70 (+318%)

Value$2.0K (+$1.6K)

Filed 2026-10-26

EverSource Wealth Advisors, LLC

DECREASED

Shares92 from 99

Change-7 (-7%)

Value$2.0K (+$268)

Filed 2026-11-04

Armstrong Advisory Group, Inc

UNCHANGED

Shares90 from 90

Change0 (0%)

Value$2.0K (+$383)

Filed 2026-10-09

Nisa Investment Advisors, LLC

DECREASED

Shares77 from 412

Change-335 (-81%)

Value$1.7K (-$5.6K)

Filed 2026-10-20

Essential Partners LLC

INCREASED

Shares64 from 46

Change+18 (+39%)

Value$1.4K (+$588)

Filed 2026-10-14

Versant Capital Management, Inc

UNCHANGED

Shares64 from 64

Change0 (0%)

Value$1.4K (+$272)

Filed 2026-10-02

IFP Advisors, Inc

UNCHANGED

Shares38 from 38

Change0 (0%)

Value$829 (+$162)

Filed 2026-10-16

Assetmark, Inc

UNCHANGED

Shares21 from 21

Change0 (0%)

Value$458 (+$89)

Filed 2026-10-21

Physician Wealth Advisors, Inc.

UNCHANGED

Shares21 from 21

Change0 (0%)

Value$459 (+$90)

Filed 2026-10-20

Mather Group, Llc.

UNCHANGED

Shares21 from 21

Change0 (0%)

Value$458 (+$89)

Filed 2026-10-14

Root Financial Partners, LLC

NEW

Shares20

Change+20

Value$436

Filed 2026-10-21

Covestor Ltd

DECREASED

Shares14 from 15

Change-1 (-7%)

Value$0 ($0)

Filed 2026-10-30

Fifth Third Bancorp

DECREASED

Shares3 from 9

Change-6 (-67%)

Value$65 (-$93)

Filed 2026-11-05

Blue Trust, Inc.

CLOSED

Shares0 from 1,424

Change-1,424 (-100%)

Value$0 (-$25.0K)

Filed 2026-10-15

Cornerstone Planning Group LLC

CLOSED

Shares0 from 37

Change-37 (-100%)

Value$0 (-$697)

Filed 2026-10-16

BlackRock, Inc.

N/A

Shares— from 556,263

Change-556,263 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 425,412

Change-425,412 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 317,984

Change-317,984 (-100%)

Value—

Oceanic Investment Management LTD

N/A

Shares— from 277,778

Change-277,778 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 196,146

Change-196,146 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 156,325

Change-156,325 (-100%)

Value—

State Street Corp

N/A

Shares— from 141,901

Change-141,901 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 117,562

Change-117,562 (-100%)

Value—

Geode Capital Management, LLC

N/A

Shares— from 114,016

Change-114,016 (-100%)

Value—

Boothbay Fund Management, LLC

N/A

Shares— from 111,340

Change-111,340 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 99,495

Change-99,495 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 95,867

Change-95,867 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 74,757

Change-74,757 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 72,830

Change-72,830 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 64,121

Change-64,121 (-100%)

Value—

Walleye Capital LLC

N/A

Shares— from 60,678

Change-60,678 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 58,059

Change-58,059 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 54,994

Change-54,994 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 54,343

Change-54,343 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 52,987

Change-52,987 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 51,874

Change-51,874 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 49,515

Change-49,515 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 39,781

Change-39,781 (-100%)

Value—

Jacobs Levy Equity Management, Inc

N/A

Shares— from 37,842

Change-37,842 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 34,181

Change-34,181 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 33,458

Change-33,458 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 30,811

Change-30,811 (-100%)

Value—

Horizon Kinetics Asset Management LLC

N/A

Shares— from 27,580

Change-27,580 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 25,235

Change-25,235 (-100%)

Value—

Prelude Capital Management, LLC

N/A

Shares— from 23,334

Change-23,334 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 23,030

Change-23,030 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 22,803

Change-22,803 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 15,053

Change-15,053 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 14,326

Change-14,326 (-100%)

Value—

Winton Group Ltd

N/A

Shares— from 13,323

Change-13,323 (-100%)

Value—

Point72 Asset Management, L.P.

N/A

Shares— from 12,859

Change-12,859 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 12,256

Change-12,256 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 12,172

Change-12,172 (-100%)

Value—

Savant Capital, LLC

N/A

Shares— from 11,020

Change-11,020 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 10,797

Change-10,797 (-100%)

Value—

Algert Global LLC

N/A

Shares— from 10,454

Change-10,454 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 9,139

Change-9,139 (-100%)

Value—

FMR LLC

N/A

Shares— from 8,629

Change-8,629 (-100%)

Value—

Deutsche Bank Ag\

N/A

Shares— from 7,040

Change-7,040 (-100%)

Value—

Barclays PLC

N/A

Shares— from 6,791

Change-6,791 (-100%)

Value—

UBS Group AG

N/A

Shares— from 5,206

Change-5,206 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 3,924

Change-3,924 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 3,530

Change-3,530 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 2,539

Change-2,539 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 2,218

Change-2,218 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 1,843

Change-1,843 (-100%)

Value—

Acadian Asset Management LLC

N/A

Shares— from 1,619

Change-1,619 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 1,105

Change-1,105 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 1,017

Change-1,017 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 859

Change-859 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 831

Change-831 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 740

Change-740 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 205

Change-205 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 141

Change-141 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 132

Change-132 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 117

Change-117 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 100

Change-100 (-100%)

Value—

Boreal Capital Management LLC

N/A

Shares— from 70

Change-70 (-100%)

Value—

Raffa Wealth Management, LLC

N/A

Shares— from 48

Change-48 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 46

Change-46 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 28

Change-28 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 20

Change-20 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 16

Change-16 (-100%)

Value—

Quarry LP

N/A

Shares— from 11

Change-11 (-100%)

Value—

Clearstead Advisors, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Dimensional Fund Advisors LP	DECREASED	1,256,981	1,294,494	-37,513	-3%	$22.7M	$27.4M	+$4.7M	2026-11-04
Strs Ohio	INCREASED	37,300	36,500	+800	+2%	$640.9K	$813.9K	+$172.9K	2026-10-30
Citigroup Inc	INCREASED	32,609	29,958	+2,651	+9%	$526.1K	$711.5K	+$185.5K	2026-11-04
Creative Planning	INCREASED	28,366	18,964	+9,402	+50%	$333.0K	$618.9K	+$285.9K	2026-11-02
Moran Wealth Management, LLC	INCREASED	27,700	26,700	+1,000	+4%	$468.9K	$604.4K	+$135.6K	2026-10-22
Bank of New York Mellon Corp	INCREASED	24,843	24,693	+150	+1%	$433.6K	$542.1K	+$108.5K	2026-11-05
Gamma Investing LLC	INCREASED	3,326	2,557	+769	+30%	$44.9K	$72.6K	+$27.7K	2026-10-08
Parallel Advisors, LLC	UNCHANGED	1,596	1,596	0	0%	$28.0K	$34.8K	+$6.8K	2026-11-03
State of Alaska, Department of Revenue	NEW	926	—	+926	—	—	$20	—	2026-10-15
Signaturefd, LLC	UNCHANGED	776	776	0	0%	$13.6K	$16.9K	+$3.3K	2026-10-23
Fortitude Family Office, LLC	NEW	243	—	+243	—	—	$5.3K	—	2026-10-14
Private Wealth Management Group, LLC	DECREASED	227	231	-4	-2%	$4.1K	$5.0K	+$897	2026-10-19
MassMutual Private Wealth & Trust, FSB	UNCHANGED	185	185	0	0%	$3.2K	$4.0K	+$788	2026-10-05
Torren Management, LLC	UNCHANGED	176	176	0	0%	$3.1K	$3.8K	+$749	2026-10-29
Sterling Capital Management LLC	INCREASED	168	153	+15	+10%	$2.7K	$3.7K	+$979	2026-10-22
US Bancorp \de\	NEW	122	—	+122	—	—	$2.7K	—	2026-11-05
Farther Finance Advisors, LLC	INCREASED	109	55	+54	+98%	$966	$2.4K	+$1.4K	2026-10-08
Buck Wealth Strategies, LLC	UNCHANGED	100	100	0	0%	$1.8K	$2.2K	+$426	2026-10-28
SJS Investment Consulting Inc.	INCREASED	92	22	+70	+318%	$388	$2.0K	+$1.6K	2026-10-26
EverSource Wealth Advisors, LLC	DECREASED	92	99	-7	-7%	$1.7K	$2.0K	+$268	2026-11-04
Armstrong Advisory Group, Inc	UNCHANGED	90	90	0	0%	$1.6K	$2.0K	+$383	2026-10-09
Nisa Investment Advisors, LLC	DECREASED	77	412	-335	-81%	$7.2K	$1.7K	-$5.6K	2026-10-20
Essential Partners LLC	INCREASED	64	46	+18	+39%	$808	$1.4K	+$588	2026-10-14
Versant Capital Management, Inc	UNCHANGED	64	64	0	0%	$1.1K	$1.4K	+$272	2026-10-02
IFP Advisors, Inc	UNCHANGED	38	38	0	0%	$667	$829	+$162	2026-10-16
Assetmark, Inc	UNCHANGED	21	21	0	0%	$369	$458	+$89	2026-10-21
Physician Wealth Advisors, Inc.	UNCHANGED	21	21	0	0%	$369	$459	+$90	2026-10-20
Mather Group, Llc.	UNCHANGED	21	21	0	0%	$369	$458	+$89	2026-10-14
Root Financial Partners, LLC	NEW	20	—	+20	—	—	$436	—	2026-10-21
Covestor Ltd	DECREASED	14	15	-1	-7%	$0	$0	$0	2026-10-30
Fifth Third Bancorp	DECREASED	3	9	-6	-67%	$158	$65	-$93	2026-11-05
Blue Trust, Inc.	CLOSED	0	1,424	-1,424	-100%	$25.0K	$0	-$25.0K	2026-10-15
Cornerstone Planning Group LLC	CLOSED	0	37	-37	-100%	$697	$0	-$697	2026-10-16
BlackRock, Inc.	N/A	—	556,263	-556,263	-100%	$9.8M	—	—	—
Ameriprise Financial Inc	N/A	—	425,412	-425,412	-100%	$7.5M	—	—	—
American Century Companies Inc	N/A	—	317,984	-317,984	-100%	$5.6M	—	—	—
Oceanic Investment Management LTD	N/A	—	277,778	-277,778	-100%	$4.9M	—	—	—
Renaissance Technologies LLC	N/A	—	196,146	-196,146	-100%	$3.4M	—	—	—
Morgan Stanley	N/A	—	156,325	-156,325	-100%	$2.7M	—	—	—
State Street Corp	N/A	—	141,901	-141,901	-100%	$2.5M	—	—	—
Qube Research & Technologies Ltd	N/A	—	117,562	-117,562	-100%	$2.1M	—	—	—
Geode Capital Management, LLC	N/A	—	114,016	-114,016	-100%	$2.0M	—	—	—
Boothbay Fund Management, LLC	N/A	—	111,340	-111,340	-100%	$2.0M	—	—	—
Nuveen, LLC	N/A	—	99,495	-99,495	-100%	$1.7M	—	—	—
Russell Investments Group, Ltd.	N/A	—	95,867	-95,867	-100%	$1.7M	—	—	—
Quantinno Capital Management LP	N/A	—	74,757	-74,757	-100%	$1.3M	—	—	—
Bridgeway Capital Management, LLC	N/A	—	72,830	-72,830	-100%	$1.3M	—	—	—
Two Sigma Investments, LP	N/A	—	64,121	-64,121	-100%	$1.1M	—	—	—
Walleye Capital LLC	N/A	—	60,678	-60,678	-100%	$1.1M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	58,059	-58,059	-100%	$1.0M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	54,994	-54,994	-100%	$965.7K	—	—	—
Goldman Sachs Group Inc	N/A	—	54,343	-54,343	-100%	$954.3K	—	—	—
Northern Trust Corp	N/A	—	52,987	-52,987	-100%	$930.5K	—	—	—
Bank of America Corp	N/A	—	51,874	-51,874	-100%	$910.9K	—	—	—
Marshall Wace, LLP	N/A	—	49,515	-49,515	-100%	$869.5K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	39,781	-39,781	-100%	$698.6K	—	—	—
Jacobs Levy Equity Management, Inc	N/A	—	37,842	-37,842	-100%	$664.5K	—	—	—
JPMorgan Chase & Co	N/A	—	34,181	-34,181	-100%	$614.9K	—	—	—
Citadel Advisors LLC	N/A	—	33,458	-33,458	-100%	$587.5K	—	—	—
Millennium Management LLC	N/A	—	30,811	-30,811	-100%	$541.0K	—	—	—
Horizon Kinetics Asset Management LLC	N/A	—	27,580	-27,580	-100%	$484.3K	—	—	—
AQR Capital Management LLC	N/A	—	25,235	-25,235	-100%	$443.1K	—	—	—
Prelude Capital Management, LLC	N/A	—	23,334	-23,334	-100%	$409.7K	—	—	—
Empowered Funds, LLC	N/A	—	23,030	-23,030	-100%	$404.4K	—	—	—
Arax Advisory Partners	N/A	—	22,803	-22,803	-100%	$400.4K	—	—	—
XTX Topco Ltd	N/A	—	15,053	-15,053	-100%	$264.3K	—	—	—
Trexquant Investment LP	N/A	—	14,326	-14,326	-100%	$251.6K	—	—	—
Winton Group Ltd	N/A	—	13,323	-13,323	-100%	$234.0K	—	—	—
Point72 Asset Management, L.P.	N/A	—	12,859	-12,859	-100%	$225.8K	—	—	—
Rhumbline Advisers	N/A	—	12,256	-12,256	-100%	$215.2K	—	—	—
Alliancebernstein L.P.	N/A	—	12,172	-12,172	-100%	$188.3K	—	—	—
Savant Capital, LLC	N/A	—	11,020	-11,020	-100%	$193.5K	—	—	—
Squarepoint Ops LLC	N/A	—	10,797	-10,797	-100%	$189.6K	—	—	—
Algert Global LLC	N/A	—	10,454	-10,454	-100%	$183.6K	—	—	—
Wells Fargo & Company	N/A	—	9,139	-9,139	-100%	$160.5K	—	—	—
FMR LLC	N/A	—	8,629	-8,629	-100%	$151.5K	—	—	—
Deutsche Bank Ag\	N/A	—	7,040	-7,040	-100%	$123.6K	—	—	—
Barclays PLC	N/A	—	6,791	-6,791	-100%	$119.2K	—	—	—
UBS Group AG	N/A	—	5,206	-5,206	-100%	$91.4K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	3,924	-3,924	-100%	$68.9K	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	3,530	-3,530	-100%	$62.0K	—	—	—
BNP Paribas Financial Markets	N/A	—	2,539	-2,539	-100%	$44.6K	—	—	—
New York State Common Retirement Fund	N/A	—	2,218	-2,218	-100%	$38.9K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	1,843	-1,843	-100%	$32.4K	—	—	—
Acadian Asset Management LLC	N/A	—	1,619	-1,619	-100%	$28	—	—	—
Allworth Financial LP	N/A	—	1,105	-1,105	-100%	$19.4K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	1,017	-1,017	-100%	$17.9K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	859	-859	-100%	$15.1K	—	—	—
Royal Bank of Canada	N/A	—	831	-831	-100%	$15.0K	—	—	—
Legal & General Group Plc	N/A	—	740	-740	-100%	$13.0K	—	—	—
JPL Wealth Management, LLC	N/A	—	205	-205	-100%	$3.6K	—	—	—
Smartleaf Asset Management LLC	N/A	—	141	-141	-100%	$2.5K	—	—	—
Jones Financial Companies Lllp	N/A	—	132	-132	-100%	$2.3K	—	—	—
California State Teachers Retirement System	N/A	—	117	-117	-100%	$2.1K	—	—	—
Osaic Holdings, Inc.	N/A	—	100	-100	-100%	$1.8K	—	—	—
Boreal Capital Management LLC	N/A	—	70	-70	-100%	$1.2K	—	—	—
Raffa Wealth Management, LLC	N/A	—	48	-48	-100%	$843	—	—	—
Huntington National Bank	N/A	—	46	-46	-100%	$811	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	28	-28	-100%	$492	—	—	—
BFC Planning, Inc.	N/A	—	20	-20	-100%	$351	—	—	—
Rothschild Investment LLC	N/A	—	16	-16	-100%	$281	—	—	—
Quarry LP	N/A	—	11	-11	-100%	$193	—	—	—
Clearstead Advisors, LLC	N/A	—	1	-1	-100%	$18	—	—	—

Showing 103 of 103 institutions