CaliberCos Ownership | Who Owns CaliberCos?
CaliberCos Ownership Summary
CaliberCos is owned by 7.39% institutional investors, 3.67% insiders, and 88.93% retail investors. Geode capital management is the largest institutional shareholder, holding 2.32% of CWD shares. Fidelity Extended Market Index is the top mutual fund, with 0.63% of its assets in CaliberCos shares.
CWD Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | CaliberCos | 7.39% | 3.67% | 88.93% |
| Sector | Financial Services Stocks | 37.05% | 15.59% | 47.36% |
| Industry | Asset Management Stocks | 49.15% | 11.31% | 39.54% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Geode capital management | 65.72K | 2.32% | $75.58K |
| Vanguard fiduciary trust | 35.76K | 1.26% | $41.12K |
| Xtx topco | 21.78K | 0.77% | $25.05K |
| Citadel advisors | 21.25K | 0.75% | $24.44K |
| Two sigma securities | 15.70K | 0.55% | $18.06K |
| Northern trust | 10.99K | 0.39% | $12.64K |
| Ubs group | 3.44K | 0.12% | $3.96K |
| Citigroup | 3.27K | 0.12% | $3.75K |
| Tower research capital llc (trc) | 2.38K | 0.08% | $2.74K |
| Northwestern mutual wealth management | 1.24K | 0.04% | $1.42K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Two sigma securities | 15.70K | 0.00% | $18.06K |
| Xtx topco | 21.78K | 0.00% | $25.05K |
| Tower research capital llc (trc) | 2.38K | 0.00% | $2.74K |
| Northern trust | 10.99K | - | $12.64K |
| Northwestern mutual wealth management | 1.24K | - | $1.42K |
| Jpmorgan chase | - | - | - |
| Ubs group | 3.44K | - | $3.96K |
| Citadel advisors | 21.25K | - | $24.44K |
| Hrt financial lp | - | - | - |
| Royal bank of canada | 1.05K | - | $1.00K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Vanguard fiduciary trust | 35.76K | - | 35.76K |
| Geode capital management | 65.72K | - | 34.38K |
| Citadel advisors | 21.25K | - | 21.25K |
| Two sigma securities | 15.70K | 0.00% | 15.70K |
| Citigroup | 3.27K | - | 3.26K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Jane street group | - | - | -24.65K |
| Hrt financial lp | - | - | -14.63K |
| Ubs group | 3.44K | - | -1.32K |
| Jpmorgan chase | - | - | -1.28K |
| Xtx topco | 21.78K | 0.00% | -901.00 |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Vanguard fiduciary trust | 35.76K | - | 35.76K | $41.12K |
| Citadel advisors | 21.25K | - | 21.25K | $24.44K |
| Two sigma securities | 15.70K | 0.00% | 15.70K | $18.06K |
| Northwestern mutual wealth management | 1.24K | - | 1.24K | $1.42K |
Sold Out
| Holder | Change |
|---|---|
| Jpmorgan chase | -1.28K |
| Hrt financial lp | -14.63K |
| Jane street group | -24.65K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 15 | - | 209,232 | 38.17% | 7 | 25.82% | 7 | -30.00% | 4 | 33.33% |
| Dec 31, 2025 | 15 | 87.50% | 151,429 | 779.12% | 5 | 221.00% | 10 | 100.00% | 3 | 50.00% |
| Sep 30, 2025 | 8 | 33.33% | 17,225 | 233.88% | 1 | 954.82% | 5 | 25.00% | 2 | - |
| Jun 30, 2025 | 6 | -68.42% | 5,159 | -99.41% | - | 3.45% | 4 | -33.33% | 2 | -66.67% |
| Mar 31, 2025 | 19 | 5.56% | 873,710 | 26.16% | 3 | 46.56% | 6 | -33.33% | 6 | 200.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Fidelity Extended Market Index | 44.38K | 0.63% | 14.44K |
| Vanguard Institutional Extnd Mkt Idx Tr | 36.50K | 0.52% | 10.15K |
| NT Ext Equity Mkt Index Fund - Lending | 10.99K | 0.16% | - |
| Northern Trust Extended Eq Market Idx | 10.99K | 0.16% | 10.99K |
| Spartan Extended Market Index Pool F | 10.91K | 0.15% | 9.89K |
| Fidelity Series Total Market Index | 7.34K | 0.10% | 2.94K |
| NT Ext Eq Mkt Idx Fd DC Lending Tier 5 | 4.34K | 0.06% | 30.00 |
| Spartan Total Market Index Pool G | 3.08K | 0.04% | - |
| Vanguard Instl Ttl Stck Mkt Index Trust | 15.00 | 0.00% | 15.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Apr 04, 2025 | LEUNG JADE | CFO | Sell | $13.11K |
| Sep 03, 2024 | LOEFFLER JOHN C II | CEO | Buy | $3.84K |
| Aug 30, 2024 | LOEFFLER JOHN C II | CEO | Buy | $2.60K |
| Aug 27, 2024 | Trzupek Michael | - | Buy | $2.31K |
| Aug 28, 2024 | Trzupek Michael | - | Buy | $2.50K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | - | - |
| 2025 Q4 | - | - |
| 2025 Q3 | - | - |
| 2025 Q2 | - | 1 |
| 2025 Q1 | - | - |
CWD Ownership FAQ
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