13FBOX
CIRCLE8 GROUP INC COM · 13F Institutional Holdings
Options Calculator Rankings
C

CIRCLE8 GROUP INC COM

CIRC
Institutions
48
Combined AUM (Q2 2026)
$4.4M
Combined Shares (Q2 2026)
4.8M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+2.7M
38 · 19 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-657,745
32 · 23 Exit · ≈
⚖️ Net
+2.0M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$4.4M
Institutions
48
New Buys
19
Adds
19
Reduces
9
Exits
23
Unchanged
1
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#23$783,873852,036$1.6M518,841+333,195+64.22%Add
LAZARD ASSET MANAGEMENT LLC
<0.01%#5$718,860781,370$00+781,370New Buy
AQR CAPITAL MANAGEMENT LLC
<0.01%<0.01%#8$584,928635,791$137,51045,383+590,408+1,300.95%Add
HighTower Advisors, LLC
<0.01%<0.01%#7$368,032400,035$1.2M400,087-52-0.01%Reduce
GEODE CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#21$343,547373,191$1.4M473,124-99,933-21.12%Reduce
JANE STREET GROUP, LLC
<0.01%#19$287,916312,953$00+312,953New Buy
BlackRock, Inc.
<0.01%<0.01%#35$266,060289,196$1.5M495,994-206,798-41.69%Reduce
VANGUARD FIDUCIARY TRUST CO
<0.01%<0.01%#15$174,309189,466$583,869192,696-3,230-1.68%Reduce
STATE STREET CORP
<0.01%<0.01%#34$144,532157,100$437,711144,459+12,641+8.75%Add
IEQ CAPITAL, LLC
<0.01%#6$96,224104,591$00+104,591New Buy
XTX Topco Ltd
<0.01%<0.01%#4$82,65789,845$33,36011,010+78,835+716.03%Add
NORTHERN TRUST CORP
<0.01%<0.01%#28$65,88871,617$329,561108,766-37,149-34.15%Reduce
FMR LLC
<0.01%<0.01%#39$55,07959,869$22,4287,402+52,467+708.82%Add
Virtu Financial LLC
<0.01%#3$53,62758,290$00+58,290New Buy
JPMORGAN CHASE & CO
<0.01%<0.01%#40$43,30337,655$10,0743,303+34,352+1,040.02%Add
Abel Hall, LLC
0.01%#2$42,69946,412$00+46,412New Buy
BALYASNY ASSET MANAGEMENT L.P.
<0.01%#13$40,23843,737$00+43,737New Buy
Point72 Asset Management, L.P.
<0.01%#14$38,67442,037$00+42,037New Buy
Targeted Financial Services LLC
0.02%#1$30,36033,000$00+33,000New Buy
Mariner, LLC
<0.01%#17$29,29631,843$00+31,843New Buy
Arax Advisory Partners
<0.01%<0.01%#10$21,61823,498$5217+23,481+138,123.53%Add
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%#18$17,04319,818$00+19,818New Buy
Cerity Partners LLC
<0.01%#22$14,53815,802$00+15,802New Buy
PRUDENTIAL FINANCIAL INC
<0.01%#24$14,07615,300$00+15,300New Buy
CAPTRUST FINANCIAL ADVISORS
<0.01%#25$9,29810,106$00+10,106New Buy
Russell Investments Group, Ltd.
<0.01%<0.01%#31$7,9328,622$4,0411,334+7,288+546.33%Add
Tower Research Capital LLC (TRC)
<0.01%<0.01%#9$7,5498,205$17,7415,855+2,350+40.14%Add
MERCER GLOBAL ADVISORS INC /ADV
<0.01%#27$7,4638,112$00+8,112New Buy
Vanguard Global Advisers, LLC
<0.01%<0.01%#38$5,2875,747$17,4135,74700.00%Unchanged
UBS Group AG
<0.01%<0.01%#43$5,2485,704$3,0481,006+4,698+467.00%Add
OSAIC HOLDINGS, INC.
<0.01%#32$4,4724,861$00+4,861New Buy
Integrated Wealth Concepts LLC
<0.01%#20$3,9954,343$00+4,343New Buy
BNP PARIBAS FINANCIAL MARKETS
<0.01%<0.01%#41$2,3762,583$14,9024,918-2,335-47.48%Reduce
BARCLAYS PLC
<0.01%<0.01%#45$1,6721,817$128,12342,285-40,468-95.70%Reduce
MORGAN STANLEY
<0.01%<0.01%#47$1,5171,649$21,4397,029-5,380-76.54%Reduce
EverSource Wealth Advisors, LLC
<0.01%<0.01%#16$9701,055$308102+953+934.31%Add
Farther Finance Advisors, LLC
<0.01%<0.01%#29$928821$6318+803+4,461.11%Add
Allworth Financial LP
<0.01%<0.01%#37$582632$17658+574+989.66%Add
PNC FINANCIAL SERVICES GROUP, INC.
<0.01%<0.01%#46$326354$26788+266+302.27%Add
Essential Partners LLC
<0.01%<0.01%#11$274298$403133+165+124.06%Add
True Wealth Design, LLC
<0.01%<0.01%#12$223242$4013+229+1,761.54%Add
ROTHSCHILD INVESTMENT LLC
<0.01%<0.01%#36$98107$4214+93+664.29%Add
Fortitude Family Office, LLC
<0.01%#26$6065$00+65New Buy
SJS Investment Consulting Inc.
<0.01%<0.01%#30$5964$41+63+6,300.00%Add
Transamerica Financial Advisors, LLC
<0.01%#33$5257$00+57New Buy
IFP Advisors, Inc
<0.01%<0.01%#42$5155$8829+26+89.66%Add
Clearstead Advisors, LLC
<0.01%#44$4953$00+53New Buy
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#48$22$7,7692,564-2,562-99.92%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow