AI Holders Summary · Q3 2026

26 institutions reported CLBK in Q3 2026. MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC leads at 52.8% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter

MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC

CIK 0000922127

$4M360K0.04%Q3 2026 02

SeaCrest Wealth Management, LLC

CIK 0001728121

$2M145K0.18%Q3 2026 03

Crown Wealth Group, LLC

CIK 0001845698

$377K34K0.09%Q3 2026 04

Hudson Capital Management LLC

CIK 0001727342

$228K21K0.06%Q3 2026 05

KENNEDY INVESTMENT GROUP

CIK 0001978005

$211K19K0.07%Q3 2026 06

Herold Advisors, Inc.

CIK 0001891713

$177K16K0.03%Q3 2026 07

ELCO Management Co., LLC

CIK 0001690717

$162K15K0.08%Q3 2026 08

Longboard Asset Management, LP

CIK 0002045792

$159K14K4.27%Q3 2026 09

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

CIK 0001632972

$138K13K0.00%Q3 2026 10

Signature Wealth Management Partners, LLC

CIK 0001824694

$122K11K0.05%Q3 2026 11

Princeton Global Asset Management LLC

CIK 0001767349

$96K9K0.01%Q3 2026 12

USA FINANCIAL FORMULAS

CIK 0001633716

$72K7K0.01%Q3 2026 13

Sterling Capital Management LLC

CIK 0001329883

$61K5K0.00%Q3 2026 14

NISA INVESTMENT ADVISORS, LLC

CIK 0000937615

$59K5K0.00%Q3 2026 15

SIGNATUREFD, LLC

CIK 0001456048

$36K3K0.00%Q3 2026 16

GAMMA Investing LLC

CIK 0002010235

$17K2K0.00%Q3 2026 17

IFP Advisors, Inc

CIK 0001641866

$13K1K0.00%Q3 2026 18

MB, LEVIS & ASSOCIATES, LLC

CIK 0002065807

$11K1K0.00%Q3 2026 19

MassMutual Private Wealth & Trust, FSB

CIK 0001103653

$8K7320.00%Q3 2026 20

Root Financial Partners, LLC

CIK 0001977181

$4K3710.00%Q3 2026

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