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DaveManuel.com · Institutional Ownership · Who Owns It

CVD EQUIP CORP (CVV)

Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.

33
Reporting holders
$9.2M
Reported value
17.8%
Of shares outstanding
0.0%
Calls
0.0%
Puts
+4
Holder change

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

Download these holders as CSV

FilerValueShares Their book Held Change
VANGUARD CAPITAL MANAGEMENT LLC$1.5M199,6350.00%2q-20.7%-$387.3K
LPL Financial LLC$1.1M144,4410.00%2q+5.0%+$51.3K
RENAISSANCE TECHNOLOGIES LLC$1.0M135,7480.00%31q-25.0%-$335.3K
JANE STREET GROUP, LLC$994.7K133,8770.00%newNEW
Quinn Opportunity Partners LLC$613.3K82,5440.03%14qHELD
DIMENSIONAL FUND ADVISORS LP$555.6K74,7740.00%31q+9.4%+$47.6K
GEODE CAPITAL MANAGEMENT, LLC$508.7K68,4460.00%31q-4.2%-$22.2K
CITADEL ADVISORS LLC$415.6K55,9390.00%11q+79.9%+$184.6K
MYDA Advisors LLC$358.0K48,1870.05%newNEW
FNY Investment Advisers, LLC$305.0K41,1170.11%newNEW
VANGUARD FIDUCIARY TRUST CO$265.5K35,7270.00%2q+0.6%+$1.6K
ALGERT GLOBAL LLC$223.7K30,1060.00%newNEW
TORNO CAPITAL, LLC$222.9K30,0000.01%newNEW
XTX Topco Ltd$217.3K29,2430.00%2q+9.5%+$18.8K
HRT FINANCIAL LP$170.0K23,0140.00%2q-72.7%-$452.4K
STATE STREET CORP$160.1K21,5460.00%20qHELD
BlackRock, Inc.$130.1K17,5040.00%newNEW
TWO SIGMA INVESTMENTS, LP$111.8K15,0530.00%newNEW
Kestra Advisory Services, LLC$101.0K13,5990.00%newNEW
NORTHERN TRUST CORP$96.1K12,9280.00%newNEW
MORGAN STANLEY$82.1K11,0440.00%20q+462.0%+$67.5K
UBS Group AG$25.7K3,4590.00%30q+200.3%+$17.1K
Vanguard Global Advisers, LLC$25.4K3,4230.00%2qHELD
SOA Wealth Advisors, LLC.$20.6K2,7710.00%2qHELD
Tower Research Capital LLC (TRC)$13.3K1,7950.00%20q+14858.3%+$13.2K
OSAIC HOLDINGS, INC.$9.0K1,2100.00%14qHELD
WELLS FARGO & COMPANY/MN$7.4K1,0000.00%16qHELD
ROYAL BANK OF CANADA$1.0K680.00%2qHELD
FMR LLC$7431000.00%newNEW
CALDWELL SUTTER CAPITAL, INC.$7431000.00%13qHELD
Farther Finance Advisors, LLC$409550.00%3qHELD
SBI Securities Co., Ltd.$149200.00%7q+233.3%
Russell Investments Group, Ltd.$82110.00%2qHELD

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.

FiledEvent dateWhatSource
2026-09-102026-09-03Directors or officers departed or appointed Exit or disposal costsfiling

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 20262$314750000.0%
Q2 202633$9.2M1,238,48410940.0%
Q1 202629$4.3M1,048,5959630.0%
Q4 202525$2.4M777,4156550.0%
Q3 202522$4.1M1,213,9143630.0%
Q2 202523$3.5M1,181,0462850.0%
Q1 202523$4.2M1,380,1293560.0%
Q4 202423$6.5M1,471,2130780.0%
Q3 202425$4.9M1,487,8373580.0%
Q2 202423$5.8M1,492,2791570.0%
Q1 202423$7.3M1,543,4183460.0%
Q4 202322$6.6M1,496,2553830.0%
Q3 202323$12.6M1,888,2690570.0%
Q2 202324$14.2M1,924,0734750.0%
Q1 202323$25.4M1,912,3879540.0%
Q4 202219$6.8M1,239,5133640.0%
Q3 202217$6.4M1,234,3941540.0%
Q2 202216$4.9M1,239,6122630.0%
Q1 202214$5.5M1,222,3731050.0%
Q4 202114$5.2M1,253,0071520.0%
Q3 202112$2.7M592,2284120.0%
Q2 202111$2.6M576,5482230.0%
Q1 202113$2.8M635,8412510.0%
Q4 202013$2.0M550,1044400.0%
Q3 202012$2.4M773,2380210.0%
Q2 202014$2.3M769,1070220.0%
Q1 202016$2.1M886,7991340.0%
Q4 201917$3.2M985,4802410.0%
Q3 201917$3.1M944,5721260.0%
Q2 201917$3.5M965,8820240.0%
Q1 201919$4.2M1,058,9611050.0%
Q4 201820$4.2M1,177,5180010.0%