Filing Research | CDZI - Cadiz Inc Institutional Holdings

Snapshot holdings

14 / 14 loaded

#		Instrument	quantity
1	HCR Wealth Advisors	Shares	88.0KSH	$367.8K
2	DBA TRADING, LLC	Shares	46.0KSH	$226.1K
3	Rathbones Group PLC	Shares	34.9KSH	$145.7K
4	Brookwood Investment Group LLC	Shares	21.0KSH	$87.8K
5	Police & Firemen's Retirement System of New Jersey	Shares	18.0KSH	$75.1K
6	EXCHANGE TRADED CONCEPTS, LLC	Shares	5.3KSH	$22.0K
7	Curated Wealth Partners LLC	Shares	10.5KSH	$10.5K
8	EverSource Wealth Advisors, LLC	Shares	621SH	$2.6K
9	SBI Securities Co., Ltd.	Shares	250SH	$1.0K
10	Farther Finance Advisors, LLC	Shares	188SH	$783
11	Fortitude Family Office, LLC	Shares	89SH	$372
12	Wealth Enhancement Trust Services, Inc.	Shares	33SH	$138
13	GAMMA Investing LLC	Shares	32SH	$134
14	SJS Investment Consulting Inc.	Shares	14SH	$59

Manager changes2026-06-30 vs 2026-03-31

21 / 21 loaded

#		Instrument
1	Curated Wealth Partners LLC new	Shares	+10.5K	+$10.5K	$10.5K
2	SBI Securities Co., Ltd. new	Shares	+250	+$1.0K	$1.0K
3	Fortitude Family Office, LLC new	Shares	+89	+$372	$372
4	Wealth Enhancement Trust Services, Inc. new	Shares	+33	+$138	$138
5	DBA TRADING, LLC unchanged	Shares	0	$0	$226.1K
6	SJS Investment Consulting Inc. trimmed	Shares	-1	-$15	$59
7	Versant Capital Management, Inc exited	Shares	-42	-$206	$0
8	True Wealth Design, LLC exited	Shares	-44	-$217	$0
9	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+565	-$1.1K	$22.0K
10	EverSource Wealth Advisors, LLC trimmed	Shares	-142	-$1.1K	$2.6K
11	IFP Advisors, Inc exited	Shares	-430	-$2.1K	$0
12	Farther Finance Advisors, LLC trimmed	Shares	-516	-$2.8K	$783
13	GAMMA Investing LLC trimmed	Shares	-663	-$3.3K	$134
14	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	-$13.1K	$75.1K
15	Brookwood Investment Group LLC unchanged	Shares	0	-$15.3K	$87.8K
16	Crewe Advisors LLC exited	Shares	-7.0K	-$34.4K	$0
17	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC exited	Shares	-11.6K	-$57.1K	$0
18	Morton Capital Management LLC/CA exited	Shares	-24.9K	-$122.2K	$0
19	Rathbones Group PLC trimmed	Shares	-34.9K	-$196.6K	$145.7K
20	HCR Wealth Advisors trimmed	Shares	-50.0K	-$309.7K	$367.8K
21	MATAURO, LLC exited	Shares	-143.1K	-$702.6K	$0