Who Owns CFRUY (CFRUY)? -- Institutional Holders (2026-06-30)

22 institutions reported holding $195.6M of CFRUY (CFRUY) in SEC 13F filings for 2026-06-30. Largest institutional holders: Douglass Winthrop Advisors, LLC ($119.6M), Douglas Lane & Associates, LLC ($56.7M), Azimuth Capital Investment Management LLC ($11.6M), RHUMBLINE ADVISERS ($3.6M), HANTZ FINANCIAL SERVICES, INC. ($2.2M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Douglass Winthrop Advisors, LLC	$119.6M	5.2M	Trimmed
2	Douglas Lane & Associates, LLC	$56.7M	2.5M	Trimmed
3	Azimuth Capital Investment Management LLC	$11.6M	501,500	New
4	RHUMBLINE ADVISERS	$3.6M	157,155	Trimmed
5	HANTZ FINANCIAL SERVICES, INC.	$2.2M	95,703	Added
6	GAMMA Investing LLC	$655,631	28,370	Added
7	Calydon Capital	$430,840	18,643	New
8	ALTA CAPITAL MANAGEMENT LLC/	$358,782	15,525	Added
9	PARADIGM ASSET MANAGEMENT CO LLC	$113,239	4,900	Added
10	PNC Financial Services Group, Inc.	$92,902	4,020	Added
11	Salomon & Ludwin, LLC	$79,418	3,525	Added
12	Westside Investment Management, Inc.	$49,224	2,130	Hold
13	First Command Advisory Services, Inc.	$19,805	857	Added
14	Sterling Capital Management LLC	$18,432	797	Hold
15	Ancora Advisors LLC	$11,208	485	Trimmed
16	Winch Advisory Services, LLC	$11,000	476	New
17	HORIZON FINANCIAL SERVICES, LLC	$7,765	336	New
18	Markowski Investments	$7,441	322	New
19	IMA Advisory Services, Inc.	$6,193	268	Added
20	Benson Wealth Management INC	$3,744	162	Hold
21	RMG Wealth Management LLC	$0	0	Exited
22	NBC SECURITIES, INC.	$0	0	Exited

Source: SEC Form 13F filings · as of 2026-06-30