CECO · Ceco Environmental Corp · Shareholders & Ownership
$58.69
+1.20 (+2.09%)
At close · Oct 20
Return incl. dividend (before tax)
Market Cap
$3.44B
Shares
58.57M
Volume · Oct 20
1.35M
Avg daily vol (3M)
882.75K
Every disclosed holder of CECO in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns CECO
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 51,519,747 | 87.96% |
| Insiders (Forms 3, 4, 5) | 2,667,765 | 4.55% |
| 13D/G-only blocks | 2,167,725 | 3.70% |
| Remaining | 2,214,593 | 3.78% |
| Registered funds (N-PORT, not summed) | 26,385,205 | 45.05% |
Shares outstanding: 58,569,830, the issuer's latest cover-page count restated onto today's split basis.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of CECO
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
FMR LLC
13F
CIK 315066 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
4,524,438 | ||
| 1.1 |
FMR LLC
13G
CIK 315066 · Holding company · Jun 30, 2026
Rule 13d-1(b), qualified institution, not summed
|
4,524,438 | ||
| 1.2 |
VIP Mid Cap Portfolio
Fund
S000007734 · Registered fund · Jun 30, 2026
Variable Insurance Products Fund III, not summed
|
1,155,300 | ||
| 1.3 |
Fidelity Stock Selector Small Cap Fund
Fund
S000005453 · Registered fund · Jul 31, 2026
Fidelity Capital Trust, not summed
|
584,366 | ||
| 1.4 |
Fidelity Small Cap Index Fund
Fund
S000033638 · Registered fund · Jul 31, 2026
Fidelity Salem Street Trust, not summed
|
577,020 | ||
| 1.5 |
Fidelity Mid-Cap Stock Fund
Fund
S000055365 · Registered fund · Jul 31, 2026
Fidelity Concord Street Trust, not summed
|
567,113 | ||
| 2 |
BlackRock, Inc.
13F
CIK 2012383 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
4,323,986 | ||
| 2.1 |
iShares Russell 2000 ETF
Fund
S000004344 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
1,354,885 | ||
| 2.2 |
iShares Russell 2000 Growth ETF
Fund
S000004343 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
487,280 | ||
| 2.3 |
Master Small Cap Index Series
Fund
S000002716 · Registered fund · Jun 30, 2026
Quantitative Master Series LLC, not summed
|
97,317 | ||
| 2.4 |
iShares Core S&P Total U.S. Stock Market ETF
Fund
S000004317 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
68,433 | ||
| 2.5 |
BlackRock Advantage Small Cap Core Fund
Fund
S000039982 · Registered fund · May 29, 2026
BlackRock Funds, not summed
|
43,834 | ||
| 3 |
VANGUARD CAPITAL MANAGEMENT LLC
13F
CIK 2100119 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,339,252 | ||
| 4 |
DIMENSIONAL FUND ADVISORS LP
13F
CIK 354204 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,185,315 | ||
| 4.1 |
U.S. SMALL CAP PORTFOLIO
Fund
S000000971 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
286,744 | ||
| 4.2 |
U.S. MICRO CAP PORTFOLIO
Fund
S000000948 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
268,951 | ||
| 4.3 |
U.S. Targeted Value Portfolio
Fund
S000000970 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
222,677 | ||
| 4.4 |
Dimensional U.S. Small Cap ETF
Fund
S000070906 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
201,632 | ||
| 4.5 |
Dimensional U.S. Core Equity 2 ETF
Fund
S000070903 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
143,856 | ||
| 5 |
T. Rowe Price Investment Management, Inc.
13F
CIK 1897612 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,153,953 | ||
| 5.1 |
T. Rowe Price Investment Management, Inc.
13G
CIK 1897612 · Investment adviser · Jun 30, 2026
Rule 13d-1(b), qualified institution, not summed
|
2,153,953 | ||
| 6 |
AMERICAN CENTURY COMPANIES INC
13F
CIK 748054 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,088,421 | ||
| 6.1 |
American Century Investment Management, Inc.
13G
CIK 52388 · Registered investment adviser · Jun 30, 2026
Rule 13d-1(b), qualified institution, not summed
|
2,088,421 | ||
| 6.2 |
Small Cap Growth Fund
Fund
S000006193 · Registered fund · Jul 31, 2026
American Century Mutual Funds, Inc., not summed
|
1,295,261 | ||
| 6.3 |
Global Small Cap Fund
Fund
S000053103 · Registered fund · May 31, 2026
American Century World Mutual Funds, Inc., not summed
|
12,219 | ||
| 7 |
VANGUARD TOTAL STOCK MARKET INDEX FUND
Fund
S000002848 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
1,676,467 | ||
| 8 |
Capital International Investors
13G
CIK 1562230 · Investment adviser · Sep 30, 2025
Rule 13d-1(b), qualified institution
|
1,675,351 | ||
| 9 |
Driehaus Capital Management LLC
13F
CIK 938206 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,560,486 | ||
| 9.1 |
Driehaus Small Cap Growth Fund
Fund
S000058261 · Registered fund · Jun 30, 2026
Driehaus Mutual Funds, not summed
|
177,195 | ||
| 9.2 |
Driehaus Micro Cap Growth Fund
Fund
S000042829 · Registered fund · Jun 30, 2026
Driehaus Mutual Funds, not summed
|
113,883 | ||
| 10 |
GEODE CAPITAL MANAGEMENT, LLC
13F
CIK 1214717 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,460,389 | ||
| 11 |
|
1,368,080 | ||
| 11.1 |
|
4,198,111 | ||
| 12 |
Divisadero Street Capital Management, LP
13F
CIK 1901865 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,329,817 | ||
| 13 |
|
1,264,690 | ||
| 13.1 |
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO
Fund
S000050332 · Registered fund · Jun 30, 2026
STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
|
18,447 | ||
| 13.2 |
State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF
Fund
S000036082 · Registered fund · Jun 30, 2026
SPDR INDEX SHARES FUNDS, not summed
|
3,454 | ||
| 13.3 |
State Street Total Return V.I.S. Fund
Fund
S000001637 · Registered fund · Jun 30, 2026
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
|
1,295 | ||
| 13.4 |
State Street Balanced Index Fund
Fund
S000082802 · Registered fund · Jun 30, 2026
STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
|
283 | ||
| 14 |
Capital World Investors
13F
CIK 1422849 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,157,200 | ||
| 15 |
SMALLCAP World Fund Inc
Fund
S000009599 · Registered fund · Jun 30, 2026
SMALLCAP World Fund Inc, not summed
|
1,126,775 | ||
| 16 |
TWO SIGMA INVESTMENTS, LP
13F
CIK 1179392 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,013,412 | ||
| 17 |
NEEDHAM INVESTMENT MANAGEMENT LLC
13F
CIK 1167212 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
957,500 | ||
| 17.1 |
Needham Aggressive Growth Fund
Fund
S000003815 · Registered fund · Jun 30, 2026
Needham Funds Inc, not summed
|
917,500 | ||
| 17.2 |
Needham Small Cap Growth Fund
Fund
S000003816 · Registered fund · Jun 30, 2026
Needham Funds Inc, not summed
|
40,000 | ||
| 18 |
Jupiter Topco LLC
13F
CIK 2146052 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
949,904 | ||
| 19 |
ROYCE & ASSOCIATES LP
13F
CIK 906304 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
842,317 | ||
| 19.1 |
Royce Small-Cap Fund
Fund
S000009507 · Registered fund · Jun 30, 2026
ROYCE FUND, not summed
|
146,535 | ||
| 19.2 |
Royce Small-Cap Opportunity Fund
Fund
S000009512 · Registered fund · Jun 30, 2026
ROYCE FUND, not summed
|
122,010 | ||
| 19.3 |
Royce Micro-Cap Fund
Fund
S000009506 · Registered fund · Jun 30, 2026
ROYCE FUND, not summed
|
59,688 | ||
| 19.4 |
Royce Smaller-Companies Growth Fund
Fund
S000009517 · Registered fund · Jun 30, 2026
ROYCE FUND, not summed
|
37,500 | ||
| 19.5 |
Royce Capital Fund - Micro-Cap Portfolio
Fund
S000009496 · Registered fund · Jun 30, 2026
ROYCE CAPITAL FUND, not summed
|
16,172 | ||
| 20 |
PRICE T ROWE ASSOCIATES INC /MD/
13F
CIK 80255 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
835,692 | ||
| 20.1 |
T. Rowe Price Small-Cap Stock Fund, Inc.
Fund
S000002120 · Registered fund · Jun 30, 2026
T. ROWE PRICE SMALL-CAP STOCK FUND, INC., not summed
|
645,352 | ||
| 20.2 |
T. Rowe Price New Horizons Fund, Inc.
Fund
S000002106 · Registered fund · Jun 30, 2026
T. ROWE PRICE NEW HORIZONS FUND, INC., not summed
|
488,300 | ||
| 20.3 |
T. Rowe Price Small-Cap Value Fund, Inc.
Fund
S000002121 · Registered fund · Jun 30, 2026
T. ROWE PRICE SMALL-CAP VALUE FUND, INC., not summed
|
375,767 | ||
| 20.4 |
T. Rowe Price Institutional Small-Cap Stock Fund
Fund
S000002094 · Registered fund · Jun 30, 2026
T. Rowe Price Equity Funds, Inc., not summed
|
347,594 | ||
| 20.5 |
T. Rowe Price Spectrum Moderate Growth Allocation Fund
Fund
S000002138 · Registered fund · May 31, 2026
T. ROWE PRICE SPECTRUM FUNDS II, INC., not summed
|
22,588 | ||
| 21 |
Janus Henderson Venture Fund
Fund
S000010488 · Registered fund · Jun 30, 2026
Janus Investment Fund, not summed
|
746,022 | ||
| 22 |
EMERALD ADVISERS, LLC
13F
CIK 1015083 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
736,784 | ||
| 23 |
KING LUTHER CAPITAL MANAGEMENT CORP
13F
CIK 310051 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
716,925 | ||
| 23.1 |
LKCM Small Cap Equity Fund
Fund
S000004604 · Registered fund · Jun 30, 2026
LKCM Funds, not summed
|
80,696 | ||
| 24 |
Invesco Ltd.
13F
CIK 914208 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
667,929 | ||
| 24.1 |
Invesco Discovery Fund
Fund
S000064618 · Registered fund · May 31, 2026
AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
|
227,519 | ||
| 24.2 |
Invesco Dorsey Wright Industrials Momentum ETF
Fund
S000013105 · Registered fund · Jul 31, 2026
Invesco Exchange-Traded Fund Trust, not summed
|
90,650 | ||
| 24.3 |
Invesco RAFI US 1500 Small-Mid ETF
Fund
S000013120 · Registered fund · Jul 31, 2026
Invesco Exchange-Traded Fund Trust, not summed
|
30,177 | ||
| 25 |
LORD, ABBETT & CO. LLC
13F
CIK 728100 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
642,111 | ||
| 25.1 |
LORD ABBETT DEVELOPING GROWTH FUND INC
Fund
S000006834 · Registered fund · Jul 31, 2026
LORD ABBETT DEVELOPING GROWTH FUND, INC., not summed
|
298,646 | ||
| 25.2 |
Lord Abbett Micro-Cap Growth Fund
Fund
S000007142 · Registered fund · Jul 31, 2026
LORD ABBETT SECURITIES TRUST, not summed
|
64,212 | ||
| 25.3 |
Developing Growth Portfolio
Fund
S000028719 · Registered fund · Jun 30, 2026
LORD ABBETT SERIES FUND INC, not summed
|
8,953 | ||
| 26 |
IES Holdings, Inc.
13F
CIK 1048268 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
623,527 | ||
| 27 |
VANGUARD EXTENDED MARKET INDEX FUND
Fund
S000002841 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
608,863 | ||
| 28 |
Thrivent Financial for Lutherans
13F
CIK 314984 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
607,981 | ||
| 28.1 |
Thrivent Small-Mid Cap Equity ETF
Fund
S000075337 · Registered fund · Jun 30, 2026
Thrivent ETF Trust, not summed
|
298,123 | ||
| 28.2 |
THRIVENT SMALL CAP STOCK FUND
Fund
S000001358 · Registered fund · Jul 31, 2026
Thrivent Mutual Funds, not summed
|
131,064 | ||
| 28.3 |
THRIVENT SMALL CAP STOCK PORTFOLIO
Fund
S000001445 · Registered fund · Jun 30, 2026
Thrivent Series Fund, Inc., not summed
|
43,009 | ||
| 28.4 |
THRIVENT SMALL CAP GROWTH PORTFOLIO
Fund
S000061813 · Registered fund · Jun 30, 2026
Thrivent Series Fund, Inc., not summed
|
23,972 | ||
| 28.5 |
THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO
Fund
S000001427 · Registered fund · Jun 30, 2026
Thrivent Series Fund, Inc., not summed
|
20,206 | ||
| 29 |
GW&K Investment Management, LLC
13F
CIK 1082917 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
601,544 | ||
| 30 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
13F
CIK 1164508 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
568,484 | ||
| 31 |
NORTHERN TRUST CORP
13F
CIK 73124 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
492,491 | ||
| 31.1 |
Small Cap Index Fund
Fund
S000001245 · Registered fund · Jun 30, 2026
Northern Funds, not summed
|
26,686 | ||
| 31.2 |
Small Cap Core Fund
Fund
S000001244 · Registered fund · Jun 30, 2026
Northern Funds, not summed
|
5,599 | ||
| 31.3 |
FlexShares Morningstar US Market Factor Tilt Index Fund
Fund
S000033312 · Registered fund · Jul 31, 2026
FlexShares Trust, not summed
|
948 | ||
| 32 |
Hood River Capital Management LLC
13G
CIK 1578177 · Registered investment adviser · Sep 30, 2025
Rule 13d-1(b), qualified institution
|
492,374 | ||
| 33 |
|
475,224 | ||
| 34 |
EMERALD MUTUAL FUND ADVISERS TRUST
13F
CIK 1352895 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
471,220 | ||
| 34.1 |
Emerald Growth Fund
Fund
S000036390 · Registered fund · Apr 30, 2026
FINANCIAL INVESTORS TRUST, not summed
|
237,406 | ||
| 35 |
VANGUARD PORTFOLIO MANAGEMENT LLC
13F
CIK 2100121 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
454,727 | ||
| 36 |
|
451,132 | ||
| 37 |
Legal & General Group Plc
13F
CIK 764068 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
445,900 | ||
| 38 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
CIK 884546 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
442,654 | ||
| 38.1 |
Schwab U.S. Small-Cap ETF
Fund
S000026636 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
145,775 | ||
| 38.2 |
Schwab Small-Cap Index Fund
Fund
S000005912 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
|
127,897 | ||
| 38.3 |
Schwab Total Stock Market Index Fund
Fund
S000005913 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
|
32,560 | ||
| 38.4 |
Schwab U.S. Broad Market ETF
Fund
S000026631 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
17,631 | ||
| 38.5 |
Schwab Small-Cap Equity Fund
Fund
S000005516 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
|
11,459 | ||
| 39 |
|
414,241 | ||
| 39.1 |
College Retirement Equities Fund - Total Global Stock Account
Fund
S000005080 · Registered fund · Jun 30, 2026
College Retirement Equities Fund, not summed
|
131,050 | ||
| 39.2 |
Nuveen Quant Small Cap Equity Fund
Fund
S000005386 · Registered fund · Jul 31, 2026
TIAA-CREF Funds, not summed
|
111,207 | ||
| 39.3 |
Nuveen Small Cap Blend Index Fund
Fund
S000005367 · Registered fund · Jul 31, 2026
TIAA-CREF Funds, not summed
|
68,855 | ||
| 39.4 |
Nuveen Small Cap Growth Opportunities Fund
Fund
S000005567 · Registered fund · Jul 31, 2026
Nuveen Investment Funds, Inc., not summed
|
45,980 | ||
| 39.5 |
Nuveen Equity Index Fund
Fund
S000005360 · Registered fund · Jul 31, 2026
TIAA-CREF Funds, not summed
|
44,348 | ||
| 40 |
VOYA INVESTMENT MANAGEMENT LLC
13F
CIK 1068837 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
396,295 | ||
| 41 |
VANGUARD FIDUCIARY TRUST CO
13F
CIK 933478 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
379,724 | ||
| 42 |
OBERWEIS ASSET MANAGEMENT INC/
13F
CIK 937886 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
358,072 | ||
| 42.1 |
Oberweis Micro-Cap Fund
Fund
S000010231 · Registered fund · Jun 30, 2026
OBERWEIS FUNDS, not summed
|
345,645 | ||
| 43 |
|
338,852 | ||
| 44 |
DEUTSCHE BANK AG\
13F
CIK 948046 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
335,846 | ||
| 44.1 |
DWS Small Cap Core Fund
Fund
S000005709 · Registered fund · Jun 30, 2026
DEUTSCHE DWS INVESTMENT TRUST, not summed
|
204,724 | ||
| 44.2 |
DWS Small Cap Growth Fund
Fund
S000031150 · Registered fund · Jun 30, 2026
DEUTSCHE DWS INVESTMENT TRUST, not summed
|
35,069 | ||
| 44.3 |
DWS Global Small Cap Fund
Fund
S000005468 · Registered fund · Jul 31, 2026
DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC., not summed
|
23,251 | ||
| 44.4 |
DWS Global Small Cap VIP
Fund
S000006246 · Registered fund · Jun 30, 2026
DEUTSCHE DWS VARIABLE SERIES I, not summed
|
8,860 | ||
| 44.5 |
DWS Small Cap Index VIP
Fund
S000006223 · Registered fund · Jun 30, 2026
DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed
|
8,191 | ||
| 45 |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.
13F
CIK 1367401 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
327,348 | ||
| 46 |
Harvey Partners, LLC
13F
CIK 1406484 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
311,132 | ||
| 47 |
Emerald Growth Fund
Fund
S000093696 · Registered fund · Jul 31, 2026
RBB Fund, Inc., not summed
|
286,395 | ||
| 48 |
KENNEDY CAPITAL MANAGEMENT LLC
13F
CIK 884589 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
284,314 | ||
| 49 |
First Eagle Investment Management, LLC
13F
CIK 1325447 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
274,322 | ||
| 49.1 |
First Eagle Small Cap Opportunity Fund
Fund
S000072438 · Registered fund · Jul 31, 2026
First Eagle Funds, not summed
|
238,584 | ||
| 49.2 |
First Eagle US Smid Cap Opportunity Fund
Fund
S000077255 · Registered fund · Jul 31, 2026
First Eagle Funds, not summed
|
20,000 | ||
| 50 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
266,873 | ||
| 50.1 |
E*TRADE No Fee Total Market Index Fund
Fund
S000090722 · Registered fund · Jul 31, 2026
E Trade Trust, not summed
|
91 |
82 more nested rows are not shown here; Every filing lists them all.
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.
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