Tamarly Intelligence

Who Holds Circle8 Group Inc (CIRC)? 48 Institutional Holders, Q2 2026

Managers with more than $100 million in US equities report their holdings on Form 13F within 45 days of each quarter end. Quarter ended 30 Jun 2026: 48 holders, $4 million in total.

Largest holders

The 48 largest by value. Change in shares against Q1 2026.

ManagerSharesValueChange
VANGUARD CAPITAL MANAGEMENT LLC852,036$783,873+64%13F
LAZARD ASSET MANAGEMENT LLC781,370$718,860New13F
AQR CAPITAL MANAGEMENT LLC635,791$584,928+1301%13F
HighTower Advisors, LLC400,035$368,0320%13F
GEODE CAPITAL MANAGEMENT, LLC373,191$343,547-21%13F
JANE STREET GROUP, LLC312,953$287,916New13F
BlackRock, Inc.289,196$266,060-42%13F
VANGUARD FIDUCIARY TRUST CO189,466$174,309-2%13F
STATE STREET CORP157,100$144,532+9%13F
IEQ CAPITAL, LLC104,591$96,224New13F
XTX Topco Ltd89,845$82,657+716%13F
NORTHERN TRUST CORP71,617$65,888-34%13F
FMR LLC59,869$55,079+709%13F
JPMORGAN CHASE & CO37,655$43,303+1040%13F
Abel Hall, LLC46,412$42,699New13F
Balyasny Asset Management L.P.43,737$40,238New13F
Point72 Asset Management, L.P.42,037$38,674New13F
Targeted Financial Services LLC33,000$30,360New13F
Mariner, LLC31,843$29,296New13F
Arax Advisory Partners23,498$21,618+138124%13F
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC19,818$17,043New13F
Cerity Partners LLC15,802$14,538New13F
PRUDENTIAL FINANCIAL INC15,300$14,076New13F
CAPTRUST FINANCIAL ADVISORS10,106$9,298New13F
Russell Investments Group, Ltd.8,622$7,932+546%13F
Tower Research Capital LLC (TRC)8,205$7,549+40%13F
Vanguard Global Advisers, LLC5,747$5,287+0%13F
UBS Group AG5,704$5,248+467%13F
OSAIC HOLDINGS, INC.4,861$4,472New13F
Integrated Wealth Concepts LLC4,343$3,995New13F
BNP PARIBAS FINANCIAL MARKETS2,583$2,376-47%13F
BARCLAYS PLC1,817$1,672-96%13F
MORGAN STANLEY1,649$1,517-45%13F
EverSource Wealth Advisors, LLC1,055$970+934%13F
Farther Finance Advisors, LLC821$928+4461%13F
Allworth Financial LP632$582+990%13F
PNC Financial Services Group, Inc.354$326+302%13F
Essential Partners LLC298$274+124%13F
True Wealth Design, LLC242$223+1762%13F
ROTHSCHILD INVESTMENT LLC107$98+664%13F
Fortitude Family Office, LLC65$60New13F
SJS Investment Consulting Inc.64$59+6300%13F
Virtu Financial LLC58,290$54New13F
Transamerica Financial Advisors, LLC57$52New13F
IFP Advisors, Inc55$51+90%13F
Clearstead Advisors, LLC53$49New13F
WELLS FARGO & COMPANY/MN2$2-100%13F
ROYAL BANK OF CANADA485$0+226%13F

Questions and answers

How many institutions hold Circle8 Group Inc?
48 managers reported Circle8 Group Inc on Form 13F for the quarter ended 30 June 2026, against 53 the quarter before.
Who is the largest institutional holder of Circle8 Group Inc?
VANGUARD CAPITAL MANAGEMENT LLC, with 852,036 shares worth $783,873 on its 13F for Q2 2026.
How many institutions bought or sold out of Circle8 Group Inc in Q2 2026?
18 managers reported a new position and 23 reported none after holding it the quarter before.
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Source: SEC EDGAR, Form 13F (public domain). Counts and values as filed. Cite this page: Tamarly Intelligence, "Who holds Circle8 Group Inc, Q2 2026", https://app.tamarly.ai/holders/circle8, built from SEC EDGAR.

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