CVD EQUIP CORP (CVV)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
Institutions report 1,238,484 shares against 6,951,203 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | $1.5M | 199,635 | 0.00% | 2q | -20.7%-$387.3K |
| LPL Financial LLC | $1.1M | 144,441 | 0.00% | 2q | +5.0%+$51.3K |
| RENAISSANCE TECHNOLOGIES LLC | $1.0M | 135,748 | 0.00% | 31q | -25.0%-$335.3K |
| JANE STREET GROUP, LLC | $994.7K | 133,877 | 0.00% | new | NEW |
| Quinn Opportunity Partners LLC | $613.3K | 82,544 | 0.03% | 14q | HELD |
| DIMENSIONAL FUND ADVISORS LP | $555.6K | 74,774 | 0.00% | 31q | +9.4%+$47.6K |
| GEODE CAPITAL MANAGEMENT, LLC | $508.7K | 68,446 | 0.00% | 31q | -4.2%-$22.2K |
| CITADEL ADVISORS LLC | $415.6K | 55,939 | 0.00% | 11q | +79.9%+$184.6K |
| MYDA Advisors LLC | $358.0K | 48,187 | 0.05% | new | NEW |
| FNY Investment Advisers, LLC | $305.0K | 41,117 | 0.11% | new | NEW |
| VANGUARD FIDUCIARY TRUST CO | $265.5K | 35,727 | 0.00% | 2q | +0.6%+$1.6K |
| ALGERT GLOBAL LLC | $223.7K | 30,106 | 0.00% | new | NEW |
| TORNO CAPITAL, LLC | $222.9K | 30,000 | 0.01% | new | NEW |
| XTX Topco Ltd | $217.3K | 29,243 | 0.00% | 2q | +9.5%+$18.8K |
| HRT FINANCIAL LP | $170.0K | 23,014 | 0.00% | 2q | -72.7%-$452.4K |
| STATE STREET CORP | $160.1K | 21,546 | 0.00% | 20q | HELD |
| BlackRock, Inc. | $130.1K | 17,504 | 0.00% | new | NEW |
| TWO SIGMA INVESTMENTS, LP | $111.8K | 15,053 | 0.00% | new | NEW |
| Kestra Advisory Services, LLC | $101.0K | 13,599 | 0.00% | new | NEW |
| NORTHERN TRUST CORP | $96.1K | 12,928 | 0.00% | new | NEW |
| MORGAN STANLEY | $82.1K | 11,044 | 0.00% | 20q | +462.0%+$67.5K |
| UBS Group AG | $25.7K | 3,459 | 0.00% | 30q | +200.3%+$17.1K |
| Vanguard Global Advisers, LLC | $25.4K | 3,423 | 0.00% | 2q | HELD |
| SOA Wealth Advisors, LLC. | $20.6K | 2,771 | 0.00% | 2q | HELD |
| Tower Research Capital LLC (TRC) | $13.3K | 1,795 | 0.00% | 20q | +14858.3%+$13.2K |
| OSAIC HOLDINGS, INC. | $9.0K | 1,210 | 0.00% | 14q | HELD |
| WELLS FARGO & COMPANY/MN | $7.4K | 1,000 | 0.00% | 16q | HELD |
| ROYAL BANK OF CANADA | $1.0K | 68 | 0.00% | 2q | HELD |
| FMR LLC | $743 | 100 | 0.00% | new | NEW |
| CALDWELL SUTTER CAPITAL, INC. | $743 | 100 | 0.00% | 13q | HELD |
| Farther Finance Advisors, LLC | $409 | 55 | 0.00% | 3q | HELD |
| SBI Securities Co., Ltd. | $149 | 20 | 0.00% | 7q | +233.3% |
| Russell Investments Group, Ltd. | $82 | 11 | 0.00% | 2q | HELD |
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-09-10 | 2026-09-03 | Directors or officers departed or appointed Exit or disposal costs | filing |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 2 | $314 | 75 | 0 | 0 | 0 | 0.0% |
| Q2 2026 | 33 | $9.2M | 1,238,484 | 10 | 9 | 4 | 0.0% |
| Q1 2026 | 29 | $4.3M | 1,048,595 | 9 | 6 | 3 | 0.0% |
| Q4 2025 | 25 | $2.4M | 777,415 | 6 | 5 | 5 | 0.0% |
| Q3 2025 | 22 | $4.1M | 1,213,914 | 3 | 6 | 3 | 0.0% |
| Q2 2025 | 23 | $3.5M | 1,181,046 | 2 | 8 | 5 | 0.0% |
| Q1 2025 | 23 | $4.2M | 1,380,129 | 3 | 5 | 6 | 0.0% |
| Q4 2024 | 23 | $6.5M | 1,471,213 | 0 | 7 | 8 | 0.0% |
| Q3 2024 | 25 | $4.9M | 1,487,837 | 3 | 5 | 8 | 0.0% |
| Q2 2024 | 23 | $5.8M | 1,492,279 | 1 | 5 | 7 | 0.0% |
| Q1 2024 | 23 | $7.3M | 1,543,418 | 3 | 4 | 6 | 0.0% |
| Q4 2023 | 22 | $6.6M | 1,496,255 | 3 | 8 | 3 | 0.0% |
| Q3 2023 | 23 | $12.6M | 1,888,269 | 0 | 5 | 7 | 0.0% |
| Q2 2023 | 24 | $14.2M | 1,924,073 | 4 | 7 | 5 | 0.0% |
| Q1 2023 | 23 | $25.4M | 1,912,387 | 9 | 5 | 4 | 0.0% |
| Q4 2022 | 19 | $6.8M | 1,239,513 | 3 | 6 | 4 | 0.0% |
| Q3 2022 | 17 | $6.4M | 1,234,394 | 1 | 5 | 4 | 0.0% |
| Q2 2022 | 16 | $4.9M | 1,239,612 | 2 | 6 | 3 | 0.0% |
| Q1 2022 | 14 | $5.5M | 1,222,373 | 1 | 0 | 5 | 0.0% |
| Q4 2021 | 14 | $5.2M | 1,253,007 | 1 | 5 | 2 | 0.0% |
| Q3 2021 | 12 | $2.7M | 592,228 | 4 | 1 | 2 | 0.0% |
| Q2 2021 | 11 | $2.6M | 576,548 | 2 | 2 | 3 | 0.0% |
| Q1 2021 | 13 | $2.8M | 635,841 | 2 | 5 | 1 | 0.0% |
| Q4 2020 | 13 | $2.0M | 550,104 | 4 | 4 | 0 | 0.0% |
| Q3 2020 | 12 | $2.4M | 773,238 | 0 | 2 | 1 | 0.0% |
| Q2 2020 | 14 | $2.3M | 769,107 | 0 | 2 | 2 | 0.0% |
| Q1 2020 | 16 | $2.1M | 886,799 | 1 | 3 | 4 | 0.0% |
| Q4 2019 | 17 | $3.2M | 985,480 | 2 | 4 | 1 | 0.0% |
| Q3 2019 | 17 | $3.1M | 944,572 | 1 | 2 | 6 | 0.0% |
| Q2 2019 | 17 | $3.5M | 965,882 | 0 | 2 | 4 | 0.0% |
| Q1 2019 | 19 | $4.2M | 1,058,961 | 1 | 0 | 5 | 0.0% |
| Q4 2018 | 20 | $4.2M | 1,177,518 | 0 | 0 | 1 | 0.0% |
