CLFD · Clearfield, Inc.

$28.65 +0.33 (+1.17%) At close · Sep 4

Russell 2000 member Rebalance outlook locked

Market Cap

$389.18M

13.58M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 126

Total Value: $355,689,647

Total Shares: 8,939,191

Showing 1–100 of 132 holdings by value · page 1 of 2

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 126 13F filers · Δ vs Mar 31, 2026

Top Holder

11.3%

+0.5 pts

Top 5

40.8%

+1.9 pts

Top 10

59.5%

+1.7 pts

HHI

502

Broadly held+38

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: -1

Institutional value: +61.8%

Shares held: +7.6%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega JANE STREET GROUP, LLC	+130,600	139,800
Mega MILLENNIUM MANAGEMENT LLC	+94,498	142,431
Mega D. E. Shaw & Co., Inc.	+86,750	227,722
Small ACK Asset Management LLC	+75,000	810,200
Mega GOLDMAN SACHS GROUP INC	+63,449	139,129

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Large MAIRS & POWER INC	−346,476	385,257
Mega CITADEL ADVISORS LLC	−123,420	190,316
Large RENAISSANCE TECHNOLOGIES LLC	−90,905	45,795
Large Trexquant Investment LP	−70,487	20,469
Mega JPMORGAN CHASE & CO	−66,731	164,458

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mid AIGH Capital Management LLC	1,008,469	$40,126,980
Mid Divisadero Street Capital Management, LP	130,783	$5,203,855
Large LAZARD ASSET MANAGEMENT LLC	82,680	$3,289,837
Large JACOBS LEVY EQUITY MANAGEMENT, INC	74,391	$2,960,017
Mid Informed Momentum Co LLC	20,407	$811,994

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Mid Ancora Advisors LLC	112,037	$2,965,619
Large TUDOR INVESTMENT CORP ET AL	83,421	$2,208,153
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	53,823	$1,424,694
Micro Drum Hill Capital, LLC	51,276	$1,357,275
Mid XTX Topco Ltd	21,468	$568,257

Filter: New 21 Increased 35 Reduced 45 Sold out 22 Unchanged 25

Showing 100 of 132

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

AIGH Capital Management LLC

$40,126,980

11.28%

1,008,469

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Worth Venture Partners, LLC	246,305	$9,800,475	24.4%	Other
Held directly	762,164	$30,326,505	75.6%	Sole

BlackRock, Inc.

$38,095,898

10.71%

957,424

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BLACKROCK FINANCIAL MANAGEMENT INC/DE	21,574	$858,429	2.3%	Sole
BlackRock Asset Management Canada Ltd	129	$5,132	0.0%	Sole
BlackRock Investment Management, LLC	34,452	$1,370,845	3.6%	Sole
BLACKROCK ADVISORS LLC	24,790	$986,394	2.6%	Sole
BlackRock Fund Advisors	506,827	$20,166,646	52.9%	Sole
BlackRock Institutional Trust Company, N.A.	357,721	$14,233,718	37.4%	Sole
Aperio Group, LLC	11,931	$474,734	1.2%	Sole

ACK Asset Management LLC

$32,237,858

9.06%

810,200

VANGUARD CAPITAL MANAGEMENT LLC

$19,171,458

5.39%

481,816

MAIRS & POWER INC

$15,329,376

4.31%

385,257

VANGUARD PORTFOLIO MANAGEMENT LLC

$14,771,838

4.15%

371,245

STATE STREET CORP

$14,452,086

4.06%

363,209

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STATE STREET GLOBAL ADVISORS EUROPE LIMITED joint	363,209	$14,452,086	100.0%	Defined

DIMENSIONAL FUND ADVISORS LP

$14,209,166

3.99%

357,104

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Dimensional Fund Advisors Ltd.	1,593	$63,385	0.4%	Defined
DFA Australia Ltd.	5,975	$237,745	1.7%	Defined
Dimensional Ireland Ltd	13,801	$549,141	3.9%	Defined
Held directly	335,735	$13,358,895	94.0%	Sole

GEODE CAPITAL MANAGEMENT, LLC

$12,018,131

3.38%

302,039

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	42,598	$1,694,974	14.1%	Defined
Held directly	259,441	$10,323,157	85.9%	Defined

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.

$11,046,101

3.11%

277,610

ROYAL BANK OF CANADA

$10,430,828

2.93%

262,147

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC CMA LTD.	349	$13,886	0.1%	Defined
RBC Capital Markets, LLC	261,798	$10,416,942	99.9%	Defined

ROYCE & ASSOCIATES LP

$10,225,632

2.87%

256,990

D. E. Shaw & Co., Inc.

$9,061,058

2.55%

227,722

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
D. E. SHAW & CO, L.P.	218,442	$8,691,807	95.9%	Defined
D. E. Shaw Investment Management, L.L.C. joint	9,280	$369,251	4.1%	Defined

ACADIAN ASSET MANAGEMENT LLC

$6,886,415

1.94%

173,069

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Acadian Inc	173,069	$6,886,415	100.0%	Defined

JPMORGAN CHASE & CO

$6,543,780

1.84%

164,458

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JPMorgan Chase Bank, N.A.	15,301	$608,825	9.3%	Defined
J.P. Morgan Investment Management Inc.	148,756	$5,919,001	90.5%	Defined
J.P. Morgan Securities LLC	347	$13,806	0.2%	Defined
J.P. Morgan Securities plc	54	$2,148	0.0%	Defined

Dana Investment Advisors, Inc.

$6,428,074

1.81%

161,550

MILLENNIUM MANAGEMENT LLC

$5,667,329

1.59%

142,431

GOLDMAN SACHS GROUP INC

$5,535,942

1.56%

139,129

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	47,244	$1,879,838	34.0%	Defined
GOLDMAN SACHS ASSET MANAGEMENT, L.P.	91,885	$3,656,104	66.0%	Defined

CITADEL ADVISORS LLC

$5,248,936

1.48%

131,916

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	22,867	$909,877	17.3%	Defined
Held directly	109,049	$4,339,059	82.7%	Defined

JANE STREET GROUP, LLC

$5,244,322

1.47%

131,800

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	131,800	$5,244,322	100.0%	Defined

Divisadero Street Capital Management, LP

$5,203,855

1.46%

130,783

NORTHERN TRUST CORP

$5,003,352

1.41%

125,744

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	120,135	$4,780,171	95.5%	Defined
NORTHERN TRUST GLOBAL INVESTMENTS LTD	3,803	$151,321	3.0%	Defined
DWS INVESTMENT MANAGEMENT AMERICAS, INC joint	1,806	$71,860	1.4%	Other

MARSHALL WACE, LLP

$4,472,513

1.26%

112,403

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Marshall Wace North America L.P. joint	109,436	$4,354,457	97.4%	Other
Marshall Wace Middle East Ltd	2,967	$118,056	2.6%	Other

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$3,954,688

1.11%

99,389

LAZARD ASSET MANAGEMENT LLC

$3,289,837

0.92%

82,680

BANK OF AMERICA CORP /DE/

$3,154,351

0.89%

79,275

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	44,308	$1,763,015	55.9%	Defined
BOFA SECURITIES, INC.	34,967	$1,391,336	44.1%	Defined

VANGUARD FIDUCIARY TRUST CO

$2,995,192

0.84%

75,275

JACOBS LEVY EQUITY MANAGEMENT, INC

$2,960,017

0.83%

74,391

MORGAN STANLEY

$2,900,449

0.82%

72,894

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO. LLC	12,385	$492,799	17.0%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	46,953	$1,868,259	64.4%	Defined
MORGAN STANLEY SMITH BARNEY LLC	2,892	$115,071	4.0%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	10,664	$424,320	14.6%	Defined

Wealth Group Ltd

$1,870,130

0.53%

47,000

RENAISSANCE TECHNOLOGIES LLC

$1,822,183

0.51%

45,795

Russell Investments Group, Ltd.

$1,730,981

0.49%

43,503

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Russell Investment Management, LLC	16,265	$647,183	37.4%	Defined
Russell Investments Capital, LLC	10,597	$421,654	24.4%	Defined
Russell Investments France SAS	7,715	$306,979	17.7%	Defined
Russell Investments Trust Company	8,926	$355,165	20.5%	Defined

CREDIT AGRICOLE S A

$1,671,180

0.47%

42,000

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Credit Agricole Corporate & Investment Bank joint	42,000	$1,671,180	100.0%	Defined

CITADEL ADVISORS LLC

$1,515,999

0.43%

38,100

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	38,100	$1,515,999	100.0%	Defined

Bank of New York Mellon Corp

$1,454,203

0.41%

36,547

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Investments Corporation	14,087	$560,521	38.5%	Defined
The Bank of New York Mellon	22,393	$891,017	61.3%	Defined
BNY Mellon, NA joint	65	$2,586	0.2%	Defined
Held directly	2	$79	0.0%	Defined

UBS Group AG

$1,450,345

0.41%

36,450

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	13,256	$527,456	36.4%	Defined
UBS AG	20,042	$797,471	55.0%	Defined
UBS Securities LLC	3,152	$125,418	8.6%	Defined

RHUMBLINE ADVISERS

$1,431,246

0.40%

35,970

LOS ANGELES CAPITAL MANAGEMENT LLC

$1,427,346

0.40%

35,872

PRINCIPAL FINANCIAL GROUP INC

$1,402,000

0.39%

35,235

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$1,372,158

0.39%

34,485

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	34,485	$1,372,158	100.0%	Other

AMERICAN CENTURY COMPANIES INC

$1,018,942

0.29%

25,608

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
AMERICAN CENTURY INVESTMENT MANAGEMENT INC	25,608	$1,018,942	100.0%	Defined

Invesco Ltd.

$949,905

0.27%

23,873

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Invesco Advisers, Inc. joint	1,417	$56,382	5.9%	Defined
Invesco Trust Co joint	4,555	$181,243	19.1%	Defined
Invesco Capital Management LLC	17,901	$712,280	75.0%	Defined

Nuveen, LLC

$937,690

0.26%

23,566

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Nuveen Asset Management, LLC joint	251	$9,987	1.1%	Defined
TEACHERS ADVISORS, LLC joint	23,315	$927,703	98.9%	Defined

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$839,569

0.24%

21,100

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	21,100	$839,569	100.0%	Other

Qube Research & Technologies Ltd

$829,263

0.23%

20,841

Trexquant Investment LP

$814,461

0.23%

20,469

Informed Momentum Co LLC

$811,994

0.23%

20,407

Connor, Clark & Lunn Investment Management Ltd.

$808,851

0.23%

20,328

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Manager 1	20,328	$808,851	100.0%	Sole

CITADEL ADVISORS LLC

$807,737

0.23%

20,300

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	20,300	$807,737	100.0%	Defined

Campbell & CO Investment Adviser LLC

$772,761

0.22%

19,421

BARCLAYS PLC

$692,225

0.19%

17,397

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS BANK PLC	17,216	$685,024	99.0%	Defined
BARCLAYS CAPITAL INC.	181	$7,201	1.0%	Defined

Sequoia Financial Advisors, LLC

$567,803

0.16%

14,270

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

$560,680

0.16%

14,091

PRICE T ROWE ASSOCIATES INC /MD/

$555,587

0.16%

13,963

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
T. Rowe Price International Ltd	13,963	$555,587	100.0%	Defined

ALLIANCEBERNSTEIN L.P.

$549,221

0.15%

13,803

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Equitable Holdings, Inc.	13,803	$549,221	100.0%	Defined

SEI INVESTMENTS CO

$508,356

0.14%

12,776

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SEI INVESTMENTS MANAGEMENT CORP	437	$17,388	3.4%	Sole
SEI TRUST CO	12,339	$490,968	96.6%	Sole

High Note Wealth, LLC

$492,401

0.14%

12,375

DEUTSCHE BANK AG\

$439,520

0.12%

11,046

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
DWS Investments UK Ltd	11,046	$439,520	100.0%	Defined

RAYMOND JAMES FINANCIAL INC

$394,159

0.11%

9,906

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	256	$10,186	2.6%	Defined
Raymond James Financial Services Advisors, Inc.	9,650	$383,973	97.4%	Defined

WELLS FARGO & COMPANY/MN

$388,628

0.11%

9,767

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO BANK N A	9,665	$384,570	99.0%	Defined
WELLS FARGO CLEARING SERVICES, LLC	102	$4,058	1.0%	Defined

LPL Financial LLC

$388,270

0.11%

9,758

Linden Thomas Advisory Services, LLC

$382,461

0.11%

9,612

AXQ CAPITAL, LP

$354,648

0.10%

8,913

PEAK6 LLC

$346,173

0.10%

8,700

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PEAK6 Investments LLC joint	8,700	$346,173	100.0%	Defined

Dorsey & Whitney Trust CO LLC

$339,408

0.10%

8,530

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MAIRS AND POWER, INC.	8,530	$339,408	100.0%	Other

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$334,236

0.09%

8,400

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	8,400	$334,236	100.0%	Other

Quantinno Capital Management LP

$334,156

0.09%

8,398

Creative Planning

$332,126

0.09%

8,347

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
CREATIVE PLANNING TRUST Co LLC	64	$2,546	0.8%	Defined
Held directly	8,283	$329,580	99.2%	Sole

PEAK6 LLC

$327,551

0.09%

8,232

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PEAK6 Investments LLC joint	8,232	$327,551	100.0%	Defined

CenterBook Partners LP

$320,866

0.09%

8,064

JANE STREET GROUP, LLC

$318,320

0.09%

8,000

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	8,000	$318,320	100.0%	Defined

PACK Private Wealth, LLC

$298,425

0.08%

7,500

BARD ASSOCIATES INC

$293,013

0.08%

7,364

MetLife Investment Management, LLC

$292,575

0.08%

7,353

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
METLIFE INC	7,353	$292,575	100.0%	Defined

K2 PRINCIPAL FUND, L.P.

$291,262

0.08%

7,320

ExodusPoint Capital Management, LP

$289,432

0.08%

7,274

Aquatic Capital Management LLC

$270,969

0.08%

6,810

CITIGROUP INC

$270,213

0.08%

6,791

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citigroup Financial Products Inc. joint	6,791	$270,213	100.0%	Defined

Mariner, LLC

$269,736

0.08%

6,779

Lotus Technology Management, LP

$235,596

0.07%

5,921

IMC-Chicago, LLC

$216,775

0.06%

5,448

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

$210,608

0.06%

5,293

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Global X Management CO LLC joint	5,293	$210,608	100.0%	Defined

NEW YORK STATE COMMON RETIREMENT FUND

$203,287

0.06%

5,109

Vanguard Global Advisers, LLC

$177,542

0.05%

4,462

Police & Firemen's Retirement System of New Jersey

$149,053

0.04%

3,746

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Capital	3,746	$149,053	100.0%	Defined

FMR LLC

$108,785

0.03%

2,734

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC	1,045	$41,580	38.2%	Defined
STRATEGIC ADVISERS LLC	1,689	$67,205	61.8%	Defined

OSAIC HOLDINGS, INC.

$105,045

0.03%

2,640

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	2,640	$105,045	100.0%	Defined

State of Wyoming

$96,291

0.03%

2,420

Legal & General Group Plc

$88,651

0.02%

2,228

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Legal & General Investment Management America Inc	1,055	$41,978	47.4%	Defined
Legal & General Investment Management Ltd	1,173	$46,673	52.6%	Defined

Cetera Trust Company, N.A

$79,580

0.02%

2,000

BNP PARIBAS ARBITRAGE, SA

$65,335

0.02%

1,642

JONES FINANCIAL COMPANIES LLLP

$57,297

0.02%

1,440

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	1,440	$57,297	100.0%	Sole

Ameritas Investment Partners, Inc.

$38,238

0.01%

961

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EATON VANCE MANAGEMENT	961	$38,238	100.0%	Other

Tower Research Capital LLC (TRC)

$30,558

0.01%

768

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Latour Trading LLC (Latour)	768	$30,558	100.0%	Defined

Pinnacle Wealth Planning Services, Inc.

$25,903

0.01%

651

State of Alaska, Department of Revenue

$24,908

0.01%

626

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

$22,123

0.01%

556

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Group AG	556	$22,123	100.0%	Defined

Quantbot Technologies LP

$20,213

0.01%

508

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Manager 1	508	$20,213	100.0%	Sole

Lodestone Wealth Management LLC

$14,085

0.00%

354

HUNTINGTON NATIONAL BANK

$11,976

0.00%

301

Key facts CIK 796505 CUSIP 18482P103 13F (30d) 95 filings 95 filers Visit website Investor relations