AI Holders Summary · Q2 2026

24 institutions reported CLST in Q2 2026. Stilwell Value LLC leads at 27.8% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(5 on this page)

#HolderValueShares% port.Quarter

Stilwell Value LLC

CIK 0001397076

$6M364K3.45%Q2 2026 02

Knott David M Jr

CIK 0001892770

$4M114K1.89%Q2 2026 03

GRAHAM CAPITAL WEALTH MANAGEMENT, LLC

CIK 0001907528

$3M196K2.50%Q2 2026 04

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$3M189K0.00%Q2 2026 05

BlackRock, Inc.

CIK 0002012383

$1M69K0.00%Q2 2026 06

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$571K35K0.00%Q2 2026 07

ALLIANCEBERNSTEIN L.P.

CIK 0001109448

$498K32K0.00%Q1 2026 08

Montz Harcus Wealth Management LLC

CIK 0001918613

$495K30K0.18%Q2 2026 09

Kestra Advisory Services, LLC

CIK 0001830819

$413K25K0.00%Q2 2026 10

VANGUARD FIDUCIARY TRUST CO

CIK 0000933478· Index

$402K24K0.00%Q2 2026 11

RENAISSANCE TECHNOLOGIES LLC

CIK 0001037389

$381K23K0.00%Q2 2026 12

SUSQUEHANNA INTERNATIONAL GROUP, LLP

CIK 0001446194· Market maker

$381K23K0.00%Q2 2026 13

RAFFLES ASSOCIATES LP

CIK 0001169581

$349K21K0.15%Q2 2026 14

CITADEL ADVISORS LLC

CIK 0001423053

$241K15K0.00%Q2 2026 15

Summit Financial Wealth Advisors, LLC

CIK 0001632283

$225K14K0.03%Q2 2026 16

NewEdge Advisors, LLC

CIK 0001633516

$190K12K0.00%Q2 2026 17

BASSWOOD CAPITAL MANAGEMENT, L.L.C.

CIK 0001085393

$186K11K0.01%Q2 2026 18

WITTENBERG INVESTMENT MANAGEMENT, INC.

CIK 0001697790

$176K11K0.06%Q2 2026 19

Vanguard Global Advisers, LLC

CIK 0001811242· Index

$19K1K0.00%Q2 2026 20

American Capital Advisory, LLC

CIK 0002018007

$2K1250.00%Q2 2026

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