CALIBERCOS INC

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CWD·13000T109·UV·Common Stock·Financial Services - Asset Management

CWD institutional ownership changes in Q2 2026: 8 institutions opened or added positions, 4 trimmed or exited. CWD (CALIBERCOS INC) is held by 13 institutional investors as of Q2 2026. Top institutional shareholders: SUSQUEHANNA INTERNATIONAL GROUP, LLP ($36,995), GEODE CAPITAL MANAGEMENT, LLC ($36,274), VANGUARD CAPITAL MANAGEMENT LLC ($23,906). Net institutional sentiment: Mixed.

13

Holders

(1 Elite)

$195,389

Total Value

67% (12)

Consensus

8 buying - 4 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)66

Insider (Form 4)47

Activist (13D/13G)82

Congressional (STOCK Act)27

Holder Quality

73

★★★★★

Elite

21

★★★★

Strong

81

★★★

Solid

39

★★

Below

86

★

Weak

Held by 13 funds

1 elite

Who's Trading

Source dates: Price Oct 21, 2026 · Insiders Apr 10, 2025 · Activists none · Congress none

InsiderLJLEUNG JADESell $13KApr 4, 2025

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Top Holders

Top Holders (13)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
SUSQUEHANNA INTERNATIONAL GROUP, LLP	New	56,489	$36,995	0.0%	-37.40%	31
GEODE CAPITAL MANAGEMENT, LLC	Decreased	55,390(-15.7%)	$36,274	0.0%	-68.06%	0
VAVANGUARD CAPITAL MANAGEMENT LLC	Increased	36,497(+38.5%)	$23,906	0.0%	-61.94%	17
VFVANGUARD FIDUCIARY TRUST CO	Unchanged	35,759	$23,422	0.0%	-66.94%	0
XTX Topco Ltd	Increased	28,765(+32.1%)	$18,838	0.0%	-66.98%	24
HRT FINANCIAL LP	New	28,219	$18,000	0.0%	-37.40%	28
NORTHERN TRUST CORP	Increased	20,604(+87.5%)	$13,494	0.0%	-61.62%	19
Virtu Financial LLC	New	19,306	$13,000	0.0%	-37.40%	24
UBS Group AG	Increased	15,869(+360.8%)	$10,394	0.0%	-50.19%	19
ROYAL BANK OF CANADA	Unchanged	1,048	$1,000	0.0%	-83.50%	0
BARCLAYS PLC	New	61	$40	0.0%	-37.40%	17
MORGAN STANLEY	Unchanged	38	$25	0.0%	-91.33%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Decreased	1(-99.9%)	$1	0.0%	-66.94%	0
CITADEL ADVISORS LLC	Exited	0(-100.0%)	$24,442	0.0%	-47.18%	0
CITIGROUP INC	Exited	0(-100.0%)	$3,755	0.0%	-43.10%	0

CWDCALIBERCOS INC

1M3M6M1Y3Y5Y

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer