undamentalytics Newsletter

Caring Brands, Inc.: which funds bought and sold

Institutions that bought and sold Caring Brands shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 7 institutions that filed 13F reports for both quarters added to or opened positions in Caring Brands, and 4 cut or closed them. Together they sold a net 47K shares, −23.1% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 36K shares; index fund managers were net sellers of 25K shares (−32.9%). 5 opened a new position and 1 sold out entirely.

Bought, Q2 2026 7 institutions, 5 of them new holders Sold, Q2 2026 4 institutions, 1 of them sold out
Net change, all compared −47K shares (−23.1%)
Net change, active managers +36K shares (—), 1 bought, 0 sold

Buyers versus sellers

institutions compared, 11
Active managers and hedge funds 1 bought · 0 sold · +36K
Index fund managers 1 bought · 1 sold · −25K
Other institutions 5 bought · 3 sold · −58K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Franklin Resources Inc Active manager +36K New position 36K $44,603
Susquehanna International Group, LLP +21K New position 21K $25,756
LPL Financial LLC +10K New position 10K $12,400
Vanguard Capital Management LLC Index funds +8,904 +51.6% 26K $32,432
UBS Group AG +3,523 New position 3,523 $4,369
Tower Research Capital LLC (TRC) +1,981 +414.4% 2,459 $3,049
Caitong International Asset Management Co., Ltd +1 New position 1 $1

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Wells Fargo & Company −72K Sold out 0 —
Geode Capital Management, LLC Index funds −34K −57.6% 25K $30,920
Jane Street Group, LLC −20K −56.1% 16K $19,402
Xtx Topco Ltd −2,290 −11.0% 18K $22,920

New positions

largest by value
InstitutionSharesValue June 30, 2026
Franklin Resources IncActive manager 36K $44,603
Susquehanna International Group, LLP 21K $25,756
LPL Financial LLC 10K $12,400
UBS Group AG 3,523 $4,369
Caitong International Asset Management Co., Ltd 1 $1

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Wells Fargo & Company 72K $82,571

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
10
Ten largest holders
100.0%
of 13F-reported shares
Index fund managers
32.3%
of 13F-reported shares
Active managers and hedge funds
22.8%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 1 0 1 0 +36K —
Index fund managers 1 1 0 0 −25K −32.9%
Other institutions 5 3 4 1 −58K −45.2%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

← Back to Caring Brands, Inc. · Insiders · Politicians