CURI · CuriosityStream Inc. · Holdings

$2.62 -0.04 (-1.32%)

Russell 2000 member Rebalance outlook locked

Market Cap

$157.25M

59.34M

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: 103

Total Value: $49,391,542

Total Shares: 18,568,274

Showing 1–100 of 106 holdings by value · page 1 of 2

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 103 13F filers · Δ vs Mar 31, 2026

Top Holder

14.8%

+1.8 pts

Top 5

46.8%

+0.9 pts

Top 10

68.3%

+3.1 pts

HHI

617

Broadly held+45

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: -2

Institutional value: -12.8%

Shares held: -3.0%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Large JACOBS LEVY EQUITY MANAGEMENT, INC	+269,539	293,336
Mega BlackRock, Inc.	+262,642	2,755,147
Mega GOLDMAN SACHS GROUP INC	+180,848	967,874
Large LOS ANGELES CAPITAL MANAGEMENT LLC	+139,392	976,583
Large ACADIAN ASSET MANAGEMENT LLC	+127,302	174,748

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mid THOMPSON SIEGEL & WALMSLEY LLC	−260,177	1,673,630
Large RENAISSANCE TECHNOLOGIES LLC	−240,800	1,528,000
Large Squarepoint Ops LLC	−150,983	119,666
Large SEI INVESTMENTS CO	−111,215	121,156
Mega JANE STREET GROUP, LLC	−80,731	15,098

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mid Atom Investors LP	85,297	$226,890
Large Point72 Asset Management, L.P.	31,693	$84,303
Mega AMERIPRISE FINANCIAL INC	17,964	$47,784
Mid Diversify Advisory Services, LLC	17,287	$45,983
Mega ALLIANCEBERNSTEIN L.P.	16,400	$43,624

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Large CWM, LLC	294,980	$873,140
Small Legato Capital Management LLC	194,505	$575,734
Small Evernest Financial Advisors, LLC	135,234	$400,292
Mid Engineers Gate Manager LP	99,287	$293,889
Mid BURNEY CO/	95,366	$282,283

Filter: New 17 Increased 36 Reduced 32 Sold out 19 Unchanged 18

Showing 100 of 106

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

BlackRock, Inc.

$7,328,689

14.84%

2,755,147

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	15,655	$41,642	0.6%	Sole
BlackRock Investment Management, LLC	108,885	$289,634	4.0%	Sole
BLACKROCK ADVISORS LLC	64,931	$172,716	2.4%	Sole
BlackRock Fund Advisors	1,745,878	$4,644,035	63.4%	Sole
BlackRock Institutional Trust Company, N.A.	815,761	$2,169,924	29.6%	Sole
Aperio Group, LLC	4,037	$10,738	0.1%	Sole

VANGUARD CAPITAL MANAGEMENT LLC

$4,497,756

9.11%

1,690,886

THOMPSON SIEGEL & WALMSLEY LLC

$4,451,855

9.01%

1,673,630

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

Manager	Shares	Value (USD)	% of position	Discretion
Perpetual Ltd	1,673,630	$4,451,855	100.0%	Defined

RENAISSANCE TECHNOLOGIES LLC

$4,064,480

8.23%

1,528,000

GEODE CAPITAL MANAGEMENT, LLC

$2,792,167

5.65%

1,049,687

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	136,661	$363,518	13.0%	Defined
Held directly	913,026	$2,428,649	87.0%	Defined

LOS ANGELES CAPITAL MANAGEMENT LLC

$2,597,710

5.26%

976,583

GOLDMAN SACHS GROUP INC

$2,574,543

5.21%

967,874

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	87,761	$233,444	9.1%	Defined
GOLDMAN SACHS ASSET MANAGEMENT, L.P.	832,362	$2,214,082	86.0%	Defined
Goldman Sachs Trust Company, N.A. joint	47,751	$127,017	4.9%	Other

Penbrook Management LLC

$2,034,368

4.12%

764,800

STATE STREET CORP

$1,804,990

3.65%

678,568

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	678,568	$1,804,990	100.0%	Defined

ESSEX INVESTMENT MANAGEMENT CO LLC

$1,582,851

3.20%

595,057

Bank of New York Mellon Corp

$1,184,153

2.40%

445,171

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

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Investments Corporation	375,340	$998,404	84.3%	Defined
The Bank of New York Mellon	65,330	$173,777	14.7%	Defined
BNY Mellon, NA joint	4,500	$11,970	1.0%	Defined
Held directly	1	$2	0.0%	Defined

NORTHERN TRUST CORP

$1,146,054

2.32%

430,848

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	424,748	$1,129,828	98.6%	Defined
DWS INVESTMENT MANAGEMENT AMERICAS, INC joint	6,100	$16,226	1.4%	Other

UBS Group AG

$1,049,009

2.12%

394,365

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	168,221	$447,467	42.7%	Defined
UBS AG	226,005	$601,173	57.3%	Defined
UBS Switzerland AG	139	$369	0.0%	Defined

VANGUARD PORTFOLIO MANAGEMENT LLC

$964,202

1.95%

362,482

JACOBS LEVY EQUITY MANAGEMENT, INC

$780,273

1.58%

293,336

MILLENNIUM MANAGEMENT LLC

$746,443

1.51%

280,618

VANGUARD FIDUCIARY TRUST CO

$661,531

1.34%

248,696

DIMENSIONAL FUND ADVISORS LP

$610,394

1.24%

229,472

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.	4,463	$11,871	1.9%	Defined
Dimensional Ireland Ltd	23,296	$61,967	10.2%	Defined
Held directly	201,713	$536,556	87.9%	Sole

AQR CAPITAL MANAGEMENT LLC

$584,690

1.18%

219,809

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

Manager	Shares	Value (USD)	% of position	Discretion
Compound Planning, Inc.	3	$7	0.0%	Other
Held directly	219,806	$584,683	100.0%	Defined

PANAGORA ASSET MANAGEMENT INC

$545,475

1.10%

205,066

GSA CAPITAL PARTNERS LLP

$500,651

1.01%

188,215

ACADIAN ASSET MANAGEMENT LLC

$464,829

0.94%

174,748

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

Manager	Shares	Value (USD)	% of position	Discretion
Acadian Inc	174,748	$464,829	100.0%	Defined

D. E. Shaw & Co., Inc.

$436,045

0.88%

163,927

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

Manager	Shares	Value (USD)	% of position	Discretion
D. E. Shaw Investment Management, L.L.C. joint	163,927	$436,045	100.0%	Defined

BRIDGEWAY CAPITAL MANAGEMENT, LLC

$399,000

0.81%

150,000

ARS Investment Partners, LLC

$323,088

0.65%

121,462

SEI INVESTMENTS CO

$322,274

0.65%

121,156

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

Manager	Shares	Value (USD)	% of position	Discretion
SEI TRUST CO	121,156	$322,274	100.0%	Sole

Squarepoint Ops LLC

$318,311

0.64%

119,666

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

Manager	Shares	Value (USD)	% of position	Discretion
Squarepoint Capital LLP	119,666	$318,311	100.0%	Defined

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$299,837

0.61%

112,721

CANADA PENSION PLAN INVESTMENT BOARD

$298,984

0.61%

112,400

Nuveen, LLC

$233,031

0.47%

87,606

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	29,369	$78,121	33.5%	Defined
TIAA CREF INVESTMENT MANAGEMENT LLC joint	2,732	$7,267	3.1%	Defined
TEACHERS ADVISORS, LLC joint	55,505	$147,643	63.4%	Defined

MORGAN STANLEY

$229,816

0.47%

86,398

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

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO INTERNATIONAL PLC	47	$125	0.1%	Defined
MORGAN STANLEY & CO. LLC	11,322	$30,116	13.1%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	68,225	$181,478	79.0%	Defined
MORGAN STANLEY SMITH BARNEY LLC	1	$2	0.0%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	6,803	$18,095	7.9%	Defined

Atom Investors LP

$226,890

0.46%

85,297

CITADEL ADVISORS LLC

$217,854

0.44%

81,900

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	81,900	$217,854	100.0%	Defined

Centiva Capital, LP

$194,624

0.39%

73,167

State of Alaska, Department of Revenue

$136,630

0.28%

51,365

CITADEL ADVISORS LLC

$117,838

0.24%

44,300

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	44,300	$117,838	100.0%	Defined

RHUMBLINE ADVISERS

$114,584

0.23%

43,077

BARCLAYS PLC

$111,568

0.23%

41,943

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

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS BANK PLC	40,532	$107,815	96.6%	Defined
BARCLAYS CAPITAL INC.	1,411	$3,753	3.4%	Defined

BANK OF AMERICA CORP /DE/

$110,488

0.22%

41,537

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	41,537	$110,488	100.0%	Defined

XTX Topco Ltd

$108,541

0.22%

40,805

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

Manager	Shares	Value (USD)	% of position	Discretion
XTX EXECUTION SERVICES LLC joint	40,805	$108,541	100.0%	Defined

WELLS FARGO & COMPANY/MN

$103,789

0.21%

39,019

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	38,042	$101,191	97.5%	Defined
WELLS FARGO CLEARING SERVICES, LLC	951	$2,529	2.4%	Defined
Wells Fargo Securities, LLC	26	$69	0.1%	Defined

OXFORD ASSET MANAGEMENT LLP

$92,139

0.19%

34,639

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$89,642

0.18%

33,700

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

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	33,700	$89,642	100.0%	Other

Merit Financial Group, LLC

$86,761

0.18%

32,617

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

Manager	Shares	Value (USD)	% of position	Discretion
AQR Capital Management	126	$335	0.4%	Other
Held directly	32,491	$86,426	99.6%	Sole

Invesco Ltd.

$86,542

0.18%

32,535

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	5,755	$15,308	17.7%	Defined
Invesco Trust Co joint	12,117	$32,231	37.2%	Defined
Invesco Capital Management LLC	14,663	$39,003	45.1%	Defined

DEUTSCHE BANK AG\

$85,116

0.17%

31,999

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

Manager	Shares	Value (USD)	% of position	Discretion
DWS INVESTMENT MANAGEMENT AMERICAS, INC	716	$1,904	2.2%	Defined
DWS Investments UK Ltd	31,283	$83,212	97.8%	Defined

Point72 Asset Management, L.P.

$84,303

0.17%

31,693

PRICE T ROWE ASSOCIATES INC /MD/

$78,956

0.16%

29,683

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	29,683	$78,956	100.0%	Defined

BESSEMER GROUP INC

$76,751

0.16%

28,854

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

Manager	Shares	Value (USD)	% of position	Discretion
BESSEMER TRUST CO	28,854	$76,751	100.0%	Other

AMERICAN FINANCIAL GROUP INC

$74,299

0.15%

27,932

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

Manager	Shares	Value (USD)	% of position	Discretion
Great American Insurance Company	27,932	$74,299	100.0%	Defined

BARINGS LLC

$74,293

0.15%

27,930

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$72,777

0.15%

27,360

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

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	27,360	$72,777	100.0%	Other

LPL Financial LLC

$70,295

0.14%

26,427

R Squared Ltd

$69,761

0.14%

26,226

OSAIC HOLDINGS, INC.

$66,228

0.13%

24,898

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

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	1,293	$3,439	5.2%	Defined
CW Advisors, LLC	23,605	$62,789	94.8%	Sole

CITIGROUP INC

$55,686

0.11%

20,935

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	20,935	$55,686	100.0%	Defined

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$55,594

0.11%

20,900

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

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	20,900	$55,594	100.0%	Other

BNP PARIBAS ARBITRAGE, SA

$51,843

0.10%

19,490

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

$51,359

0.10%

19,308

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	19,308	$51,359	100.0%	Defined

Vanguard Personalized Indexing Management, LLC

$49,337

0.10%

18,548

NEW YORK STATE COMMON RETIREMENT FUND

$48,944

0.10%

18,400

AMERIPRISE FINANCIAL INC

$47,784

0.10%

17,964

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

Manager	Shares	Value (USD)	% of position	Discretion
Columbia Management Investment Advisers, LLC	17,964	$47,784	100.0%	Defined

JPMORGAN CHASE & CO

$46,236

0.09%

17,382

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.	17,382	$46,236	100.0%	Defined

DIVERSIFY WEALTH MANAGEMENT, LLC

$45,983

0.09%

17,287

Diversify Advisory Services, LLC

$45,983

0.09%

17,287

ALLIANCEBERNSTEIN L.P.

$43,624

0.09%

16,400

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

Manager	Shares	Value (USD)	% of position	Discretion
Equitable Holdings, Inc.	16,400	$43,624	100.0%	Defined

Russell Investments Group, Ltd.

$41,455

0.08%

15,585

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	15,585	$41,455	100.0%	Defined

JANE STREET GROUP, LLC

$40,160

0.08%

15,098

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	15,098	$40,160	100.0%	Defined

Diversified Trust Co

$36,210

0.07%

13,613

Lido Advisors, LLC

$33,250

0.07%

12,500

Stratos Investment Management, LLC

$32,409

0.07%

12,184

FMR LLC

$30,582

0.06%

11,497

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	11,497	$30,582	100.0%	Defined

Chicago Partners Investment Group LLC

$30,241

0.06%

11,369

INTECH INVESTMENT MANAGEMENT LLC

$28,831

0.06%

10,839

GROUP ONE TRADING LLC

$25,618

0.05%

9,631

Vanguard Global Advisers, LLC

$25,589

0.05%

9,620

PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO

$25,004

0.05%

9,400

Tower Research Capital LLC (TRC)

$23,386

0.05%

8,792

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)	8,792	$23,386	100.0%	Defined

Police & Firemen's Retirement System of New Jersey

$19,340

0.04%

7,271

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

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Capital	7,271	$19,340	100.0%	Defined

NISA INVESTMENT ADVISORS, LLC

$15,162

0.03%

5,700

Legal & General Group Plc

$10,360

0.02%

3,895

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	3,895	$10,360	100.0%	Defined

Ameritas Investment Partners, Inc.

$8,679

0.02%

3,263

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

Manager	Shares	Value (USD)	% of position	Discretion
EATON VANCE MANAGEMENT	3,263	$8,679	100.0%	Other

FEDERATED HERMES, INC.

$7,312

0.01%

2,749

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

Manager	Shares	Value (USD)	% of position	Discretion
FEDERATED MDTA LLC	2,749	$7,312	100.0%	Defined

Rockefeller Capital Management L.P.

$6,623

0.01%

2,490

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

Manager	Shares	Value (USD)	% of position	Discretion
ROCKEFELLER FINANCIAL LLC	2,490	$6,623	100.0%	Defined

ROYAL BANK OF CANADA

$4,877

0.01%

1,834

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

Manager	Shares	Value (USD)	% of position	Discretion
RBC CMA LTD.	1,303	$3,465	71.0%	Defined
RBC Capital Markets, LLC	531	$1,412	29.0%	Defined

Triumph Capital Management

$4,788

0.01%

1,800

SIMPLEX TRADING, LLC

$3,662

0.01%

1,377

Integrated Wealth Concepts LLC

$3,617

0.01%

1,360

C M BIDWELL & ASSOCIATES LTD

$3,471

0.01%

1,305

WEST PACES ADVISORS INC.

$1,867

0.00%

702

CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM

$1,534

0.00%

577

Steward Partners Investment Advisory, LLC

$1,197

0.00%

450

Federation des caisses Desjardins du Quebec

$931

0.00%

350

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

Manager	Shares	Value (USD)	% of position	Discretion
Desjardins Securities inc.	350	$931	100.0%	Defined

Asset Planning,Inc

$798

0.00%

300

Arax Advisory Partners

$774

0.00%

291

PNC FINANCIAL SERVICES GROUP, INC.

$704

0.00%

265

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

Manager	Shares	Value (USD)	% of position	Discretion
PNC Bank, National Association	265	$704	100.0%	Defined

Sterling Capital Management LLC

$662

0.00%

249

EverSource Wealth Advisors, LLC

$647

0.00%

244

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

Manager	Shares	Value (USD)	% of position	Discretion
BMSS Wesson Wealth Solutions, LLC	19	$50	7.7%	Sole
Held directly	225	$597	92.3%	Sole

Physician Wealth Advisors, Inc.

$380

0.00%

143

SBI Securities Co., Ltd.

$297

0.00%

112

Key facts CIK 1776909 CUSIP 23130Q107 13F (30d) 68 filings 68 filers Visit website Investor relations