CaliberCos Inc. (CWD) — Institutional Holders, Q2 2026
17 institutional investment managers reported a CWD position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $200.2K. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
CWD in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- SUSQUEHANNA INTERNATIONAL GROUP, LLPNew · +56,489 sh+$37.0K
- HRT FINANCIALNew · +28,219 sh+$18.5K
- Virtu FinancialNew · +19,306 sh+$12.6K
- UBS Group AGAdded · +12,425 sh+$8.1K
- VANGUARD CAPITAL MANAGEMENTAdded · +10,153 sh+$6.7K
Biggest sellers
- CITADEL ADVISORSSold out · -21,254 sh-$13.9K
- TWO SIGMA SECURITIESSold out · -15,704 sh-$10.3K
- GEODE CAPITAL MANAGEMENTTrimmed · -10,333 sh-$6.8K
- CITIGROUPSold out · -3,265 sh-$2.1K
- NORTHWESTERN MUTUAL WEALTH MANAGEMENTTrimmed · -1,237 sh-$810.00
CWD 13F holders ranked 1–17 of 17
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#1 · 56,489 sh | 56,489 | $37.0K | 0.00% | New |
| 2 | GEODE CAPITAL MANAGEMENT#2 · 55,390 sh | 55,390 | $36.3K | 0.00% | -15.7% |
| 3 | VANGUARD CAPITAL MANAGEMENT#3 · 36,497 sh | 36,497 | $23.9K | 0.00% | +38.5% |
| 4 | VANGUARD FIDUCIARY#4 · 35,759 sh | 35,759 | $23.4K | 0.00% | 0.0% |
| 5 | XTX Topco Ltd#5 · 28,765 sh | 28,765 | $18.8K | <0.01% | +32.1% |
| 6 | HRT FINANCIAL#6 · 28,219 sh | 28,219 | $18.0K | 0.00% | New |
| 7 | NORTHERN#7 · 20,604 sh | 20,604 | $13.5K | 0.00% | +87.5% |
| 8 | Virtu Financial#8 · 19,306 sh | 19,306 | $13.0K | <0.01% | New |
| 9 | UBS Group AG#9 · 15,869 sh | 15,869 | $10.4K | 0.00% | +360.8% |
| 10 | Tower Research Capital (TRC)#10 · 4,610 sh | 4,610 | $3.0K | <0.01% | +93.4% |
| 11 | Fortitude Family Office#11 · 2,415 sh | 2,415 | $1.6K | — | 0.0% |
| 12 | ROYAL BANK OF CANADA#12 · 1,048 sh | 1,048 | $1.0K | 0.00% | 0.0% |
| 13 | DecisionPoint Financial#13 · 142 sh | 142 | $92.00 | 0.00% | 0.0% |
| 14 | Crewe Advisors#14 · 121 sh | 121 | $80.00 | 0.00% | 0.0% |
| 15 | BARCLAYS PLC#15 · 61 sh | 61 | $40.00 | 0.00% | New |
| 16 | MORGAN STANLEY#16 · 38 sh | 38 | $25.00 | 0.00% | 0.0% |
| 17 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#17 · 1 sh | 1 | $1.00 | 0.00% | -99.9% |
Funds that sold out of CWD in Q2 2026 (3)
Held CWD at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| CITADEL ADVISORS21,254 sh | 21,254 | $24.4K |
| TWO SIGMA SECURITIES15,704 sh | 15,704 | $18.1K |
| CITIGROUP3,265 sh | 3,265 | $3.8K |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.