undamentalytics Newsletter

CVD Equipment Corp: which funds bought and sold

Institutions that bought and sold CVD Equipment 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 CVD Equipment, and 10 cut or closed them. Together they added a net 160K shares, +15.3% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 25K shares (+11.8%); index fund managers were net sellers of 24K shares (−6.4%). 10 opened a new position and 6 sold out entirely.

Bought, Q2 2026 19 institutions, 10 of them new holders Sold, Q2 2026 10 institutions, 6 of them sold out
Net change, all compared +160K shares (+15.3%)
Net change, active managers +25K shares (+11.8%), 4 bought, 1 sold

Buyers versus sellers

institutions compared, 38
Active managers and hedge funds 4 bought · 1 sold · +25K
Index fund managers 3 bought · 2 sold · −24K
Other institutions 12 bought · 7 sold · +159K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Jane Street Group, LLC +134K New position 134K $994,706
Myda Advisors LLC +48K New position 48K $358,029
Fny Investment Advisers, LLC +41K New position 41K $305,000
Algert Global LLC Hedge fund +30K New position 30K $223,688
Citadel Advisors LLC Hedge fund +25K +79.9% 56K $415,627
Blackrock, Inc. Index funds +18K New position 18K $130,055
Two Sigma Investments, LP Hedge fund +15K New position 15K $111,844
Kestra Advisory Services, LLC +14K New position 14K $101,041
Northern Trust Corp Index funds +13K New position 13K $96,055
Morgan Stanley +9,079 +462.0% 11K $82,057
LPL Financial LLC +6,900 +5.0% 144K $1.1M
Dimensional Fund Advisors LP +6,411 +9.4% 75K $555,570
Xtx Topco Ltd +2,535 +9.5% 29K $217,275
UBS Group AG +2,307 +200.3% 3,459 $25,700
Tower Research Capital LLC (TRC) +1,783 +14858.3% 1,795 $13,337
Vanguard Fiduciary Trust Co Index funds +215 +0.6% 36K $265,452
FMR LLC Active manager +100 New position 100 $743
Royal Bank Of Canada +68 New position 68 $1,000
Sbi Securities Co., Ltd. +14 +233.3% 20 $149

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
HRT Financial LP −61K −72.7% 23K $170,000
Vanguard Capital Management LLC Index funds −52K −20.7% 200K $1.5M
Renaissance Technologies LLC Hedge fund −45K −25.0% 136K $1M
Susquehanna International Group, LLP −15K Sold out 0 —
Gsa Capital Partners LLP −14K Sold out 0 —
Virtu Financial LLC −13K Sold out 0 —
Geode Capital Management, LLC Index funds −2,991 −4.2% 68K $508,680
Curio Wealth, LLC −2,000 Sold out 0 —
Jones Financial Companies LLLP −688 Sold out 0 —
Citigroup Inc −58 Sold out 0 —

New positions

largest by value
InstitutionSharesValue June 30, 2026
Jane Street Group, LLC 134K $994,706
Myda Advisors LLC 48K $358,029
Fny Investment Advisers, LLC 41K $305,000
Algert Global LLCHedge fund 30K $223,688
Blackrock, Inc.Index funds 18K $130,055
Two Sigma Investments, LPHedge fund 15K $111,844
Kestra Advisory Services, LLC 14K $101,041
Northern Trust CorpIndex funds 13K $96,055
Royal Bank Of Canada 68 $1,000
FMR LLCActive manager 100 $743

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Susquehanna International Group, LLP 15K $60,125
Gsa Capital Partners LLP 14K $60,000
Virtu Financial LLC 13K $56,000
Curio Wealth, LLC 2,000 $8,280
Jones Financial Companies LLLP 688 $3,426
Citigroup Inc 58 $240

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
33
Ten largest holders
79.5%
of 13F-reported shares
Index fund managers
28.7%
of 13F-reported shares
Active managers and hedge funds
19.1%
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 4 1 3 0 +25K +11.8%
Index fund managers 3 2 2 0 −24K −6.4%
Other institutions 12 7 5 6 +159K +35.0%

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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