AI Holders Summary · Q1 2026

138 institutions reported CLMB in Q1 2026. WESTWOOD HOLDINGS GROUP INC leads at 10.6% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(3 on this page)

#HolderValueShares% port.Quarter

WESTWOOD HOLDINGS GROUP INC

CIK 0001165002

$24M1.2M0.17%Q1 2026 02

BlackRock, Inc.

CIK 0002012383

$23M1.2M0.00%Q1 2026 03

AltraVue Capital, LLC

CIK 0001740837

$19M982K1.68%Q1 2026 04

De Lisle Partners LLP

CIK 0002011184

$18M931K2.21%Q1 2026 05

WASATCH ADVISORS LP

CIK 0000814133

$16M691K0.10%Q2 2026 06

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$14M727K0.00%Q1 2026 07

THRIVENT FINANCIAL FOR LUTHERANS

CIK 0000314984

$12M620K0.02%Q1 2026 08

Tieton Capital Management, LLC

CIK 0001381954

$12M112K3.94%Q4 2025 09

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.

CIK 0001238990

$11M552K0.63%Q1 2026 10

RENAISSANCE TECHNOLOGIES LLC

CIK 0001037389

$11M536K0.02%Q1 2026 11

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$10M481K0.00%Q1 2026 12

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$8M423K0.00%Q1 2026 13

SEI INVESTMENTS CO

CIK 0000350894

$8M419K0.01%Q1 2026 14

STATE STREET CORP

CIK 0000093751

$7M356K0.00%Q1 2026 15

Ballast Asset Management, LP

CIK 0001998389

$6M319K2.82%Q1 2026 16

ROYCE & ASSOCIATES LP

CIK 0000906304

$6M298K0.06%Q1 2026 17

CHOREO, LLC

CIK 0001679031

$5M269K0.07%Q1 2026 18

Herald Investment Management Ltd

CIK 0001512022

$5M222K0.70%Q2 2026 19

OBERWEIS ASSET MANAGEMENT INC/

CIK 0000937886

$4M212K0.12%Q1 2026 20

MILLENNIUM MANAGEMENT LLC

CIK 0001273087

$4M208K0.00%Q1 2026

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