undamentalytics Newsletter

Citrotech Inc.: which funds bought and sold

Institutions that bought and sold Citrotech 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, 19 institutions that filed 13F reports for both quarters added to or opened positions in Citrotech, and 2 cut or closed them. Together they added a net 429K shares, +42.3% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 35K shares (−51.6%); index fund managers were net buyers of 214K shares (+31.5%). 6 opened a new position and 1 sold out entirely.

Bought, Q2 2026 19 institutions, 6 of them new holders Sold, Q2 2026 2 institutions, 1 of them sold out
Net change, all compared +429K shares (+42.3%)
Net change, active managers −35K shares (−51.6%), 2 bought, 1 sold

Buyers versus sellers

institutions compared, 25
Active managers and hedge funds 2 bought · 1 sold · −35K
Index fund managers 6 bought · 0 sold · +214K
Other institutions 11 bought · 1 sold · +249K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Fifth Third Bancorp +114K +94.2% 235K $1.3M
Cerity Partners LLC +101K New position 101K $559,038
Vanguard Capital Management LLC Index funds +62K +14.7% 487K $2.7M
State Street Corp Index funds +52K +446.4% 64K $351,348
Wealth Enhancement Advisory Services, LLC +41K New position 41K $211,065
Blackrock, Inc. Index funds +37K New position 37K $205,239
Vanguard Fiduciary Trust Co Index funds +27K +40.8% 95K $522,330
Geode Capital Management, LLC Index funds +24K +15.5% 176K $973,325
Bridgeway Capital Management, LLC Active manager +21K New position 21K $113,712
Fny Investment Advisers, LLC +18K +200.1% 28K $152,000
T3 Companies, LLC +16K +63.9% 41K $226,226
Northern Trust Corp Index funds +12K +44.7% 38K $209,589
LPL Financial LLC +5,000 +49.0% 15K $83,898
Coastal Bridge Advisors, LLC +1,666 +15.4% 12K $68,983
Tower Research Capital LLC (TRC) +1,211 New position 1,211 $6,685
Centiva Capital, LP Hedge fund +886 +7.9% 12K $66,941
Morgan Stanley +477 +39.8% 1,674 $9,240
UBS Group AG +84 +9.1% 1,008 $5,564
Barclays PLC +67 New position 67 $370

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Millennium Management LLC Hedge fund −56K Sold out 0 —
Susquehanna International Group, LLP −50K −60.2% 33K $182,679

New positions

largest by value
InstitutionSharesValue June 30, 2026
Cerity Partners LLC 101K $559,038
Wealth Enhancement Advisory Services, LLC 41K $211,065
Blackrock, Inc.Index funds 37K $205,239
Bridgeway Capital Management, LLCActive manager 21K $113,712
Tower Research Capital LLC (TRC) 1,211 $6,685
Barclays PLC 67 $370

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Millennium Management LLCHedge fund 56K $486,050

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
24
Ten largest holders
91.1%
of 13F-reported shares
Index fund managers
62.1%
of 13F-reported shares
Active managers and hedge funds
2.3%
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 2 1 1 1 −35K −51.6%
Index fund managers 6 0 1 0 +214K +31.5%
Other institutions 11 1 4 0 +249K +93.9%

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.

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