CVD Equipment Corp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 199.64 K | $1.48 M | -20.71% | 2.88% |
| LPL FINANCIAL LLC | 08/07/2026 | 144.44 K | $1.07 M | 5.02% | 2.09% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 135.75 K | $1.01 M | -24.95% | 1.96% |
| JANE STREET GROUP, LLC | 08/14/2026 | 133.88 K | $994.71 K | 100.00% | 1.93% |
| QUINN OPPORTUNITY PARTNERS LLC | 08/14/2026 | 82.54 K | $613.30 K | 0.00% | 1.19% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 74.77 K | $555.57 K | 9.38% | 1.08% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 68.45 K | $508.68 K | -4.19% | 0.99% |
| CITADEL ADVISORS LLC | 09/02/2026 | 55.94 K | $415.63 K | 79.87% | 0.81% |
| MYDA ADVISORS LLC | 08/13/2026 | 48.19 K | $358.03 K | 100.00% | 0.70% |
| FNY INVESTMENT ADVISERS, LLC | 07/08/2026 | 41.12 K | $305.00 K | 100.00% | 0.59% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 35.73 K | $265.45 K | 0.61% | 0.52% |
| ALGERT GLOBAL LLC | 08/13/2026 | 30.11 K | $223.69 K | 100.00% | 0.43% |
| TORNO CAPITAL, LLC | 08/14/2026 | 30.00 K | $222.90 K | 100.00% | 0.43% |
| XTX TOPCO LTD | 08/14/2026 | 29.24 K | $217.28 K | 9.49% | 0.42% |
| HRT FINANCIAL LP | 08/14/2026 | 23.01 K | $170.00 K | -72.69% | 0.33% |
| STATE STREET CORP | 09/22/2026 | 21.55 K | $160.09 K | 0.00% | 0.31% |
| BLACKROCK, INC. | 08/07/2026 | 17.50 K | $130.06 K | 100.00% | 0.25% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 15.05 K | $111.84 K | 100.00% | 0.22% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 13.60 K | $101.04 K | 100.00% | 0.20% |
| NORTHERN TRUST CORP | 08/13/2026 | 12.93 K | $96.06 K | 100.00% | 0.19% |
| MORGAN STANLEY | 08/13/2026 | 11.04 K | $82.06 K | 462.04% | 0.16% |
| UBS GROUP AG | 08/13/2026 | 3.46 K | $25.70 K | 200.26% | 0.05% |
| VANGUARD GLOBAL ADVISERS, LLC | 08/13/2026 | 3.42 K | $25.43 K | 0.00% | 0.05% |
| SOA WEALTH ADVISORS, LLC. | 07/21/2026 | 2.77 K | $20.59 K | 0.00% | 0.04% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 08/11/2026 | 1.80 K | $13.34 K | 14,858.33% | 0.03% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/11/2026 | 1.50 K | $11.15 K | 100.00% | 0.02% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 1.21 K | $8.99 K | 0.00% | 0.02% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 1.00 K | $7.43 K | 0.00% | 0.01% |
| FMR LLC | 08/13/2026 | 100 | $743 | 100.00% | 0.00% |
| CALDWELL SUTTER CAPITAL, INC. | 08/05/2026 | 100 | $743 | 0.00% | 0.00% |
| ROYAL BANK OF CANADA | 08/14/2026 | 68 | $1.00 K | 100.00% | 0.00% |
| FARTHER FINANCE ADVISORS, LLC | 07/17/2026 | 55 | $409 | 0.00% | 0.00% |
| SBI SECURITIES CO., LTD. | 07/23/2026 | 20 | $149 | 233.33% | 0.00% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/06/2026 | 11 | $82 | 0.00% | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| CITIGROUP INC | 08/03/2026 | 0 | $0 | -100.00% | 0.00% |
| GSA CAPITAL PARTNERS LLP | 08/06/2026 | 0 | $0 | -100.00% | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| VIRTU FINANCIAL LLC | 08/13/2026 | 0 | $0 | -100.00% | 0.00% |
| CURIO WEALTH, LLC | 08/07/2026 | 0 | $0 | -100.00% | 0.00% |
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CVD Equipment Corp. institutional Ownership - FAQ's
During the previous two years, 52 institutional investors and hedge funds held shares of CVD Equipment Corp.. The most heavily invested institutionals were:
VANGUARD CAPITAL MANAGEMENT LLC: 199,635
LPL Financial LLC: 144,441
RENAISSANCE TECHNOLOGIES LLC: 135,748
JANE STREET GROUP, LLC: 133,877
Quinn Opportunity Partners LLC: 82,544
DIMENSIONAL FUND ADVISORS LP: 74,774
17.90% of CVD Equipment Corp. stock is owned by institutional investors.
Institutional investors have bought a total of 2.35 M shares in the last 24 months. This purchase volume represents approximately $9.08 M in transactions.