PHILADELPHIA, PA
COHEN & CO INC.COHN— Latest position per institution from SEC 13F filings
15
Institutional holders
313.95K
Total shares held
3.84M
Estimated value
15.70K
Avg. position size
AE WEALTH MANAGEMENT LLC
CIK 1697723
Shares
66.77K
Value
457.86K
Filed
Mar 31, 2023
BLACKROCK, INC.
CIK 2012383
Shares
31.34K
Value
425.67K
Filed
Jun 30, 2026
VANGUARD CAPITAL MANAGEMENT LLC
CIK 2100119
Shares
29.52K
Value
400.89K
Filed
Jun 30, 2026
TWO SIGMA INVESTMENTS, LP
CIK 1179392
Shares
26.54K
Value
360.39K
Filed
Jun 30, 2026
BLACKROCK FINANCE, INC.
CIK 1364742
Shares
24.68K
Value
218.64K
Filed
Jun 30, 2024
TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK
CIK 1420995
Shares
20K
Value
301.80K
Filed
Mar 31, 2026
VANGUARD GROUP INC
CIK 102909
Shares
19.32K
Value
455.40K
Filed
Dec 31, 2025
BRIDGEWAY CAPITAL MANAGEMENT, LLC
CIK 1107261
Shares
17.04K
Value
231.46K
Filed
Jun 30, 2026
RENAISSANCE TECHNOLOGIES LLC
CIK 1037389
Shares
15.80K
Value
177.08K
Filed
Sep 30, 2025
GEODE CAPITAL MANAGEMENT, LLC
CIK 1214717
Shares
13.43K
Value
182.42K
Filed
Jun 30, 2026
DIMENSIONAL FUND ADVISORS LP
CIK 354204
Shares
12.87K
Value
174.81K
Filed
Jun 30, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
10.76K
Value
111.39K
Filed
Dec 31, 2024
VANGUARD FIDUCIARY TRUST CO
CIK 933478
Shares
10.72K
Value
145.55K
Filed
Jun 30, 2026
CITADEL ADVISORS LLC
CIK 1423053
Shares
10.28K
Value
139.57K
Filed
Jun 30, 2026
SPIRE WEALTH MANAGEMENT
CIK 1858740
Shares
2K
Value
27.16K
Filed
Jun 30, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
1.40K
Value
19.02K
Filed
Jun 30, 2026
UBS GROUP AG
CIK 1610520
Shares
522.00
Value
7.88K
Filed
Mar 31, 2026
HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALIST, LLC
CIK 1881590
Shares
345.00
Value
2.00
Filed
Sep 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)
CIK 1533421
Shares
338.00
Value
4.59K
Filed
Jun 30, 2026
IMPACT PARTNERSHIP WEALTH, LLC
CIK 1984555
Shares
259.00
Value
1.72K
Filed
Dec 31, 2023
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | AE WEALTH MANAGEMENT LLC | 1697723 | 66.77K | 457.86K | Mar 31, 2023 |
| 2 | BLACKROCK, INC. | 2012383 | 31.34K | 425.67K | Jun 30, 2026 |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | 29.52K | 400.89K | Jun 30, 2026 |
| 4 | TWO SIGMA INVESTMENTS, LP | 1179392 | 26.54K | 360.39K | Jun 30, 2026 |
| 5 | BLACKROCK FINANCE, INC. | 1364742 | 24.68K | 218.64K | Jun 30, 2024 |
| 6 | TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK | 1420995 | 20K | 301.80K | Mar 31, 2026 |
| 7 | VANGUARD GROUP INC | 102909 | 19.32K | 455.40K | Dec 31, 2025 |
| 8 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 1107261 | 17.04K | 231.46K | Jun 30, 2026 |
| 9 | RENAISSANCE TECHNOLOGIES LLC | 1037389 | 15.80K | 177.08K | Sep 30, 2025 |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 1214717 | 13.43K | 182.42K | Jun 30, 2026 |
| 11 | DIMENSIONAL FUND ADVISORS LP | 354204 | 12.87K | 174.81K | Jun 30, 2026 |
| 12 | LPL FINANCIAL LLC | 1403438 | 10.76K | 111.39K | Dec 31, 2024 |
| 13 | VANGUARD FIDUCIARY TRUST CO | 933478 | 10.72K | 145.55K | Jun 30, 2026 |
| 14 | CITADEL ADVISORS LLC | 1423053 | 10.28K | 139.57K | Jun 30, 2026 |
| 15 | SPIRE WEALTH MANAGEMENT | 1858740 | 2K | 27.16K | Jun 30, 2026 |
| 16 | WELLS FARGO & COMPANY/MN | 72971 | 1.40K | 19.02K | Jun 30, 2026 |
| 17 | UBS GROUP AG | 1610520 | 522.00 | 7.88K | Mar 31, 2026 |
| 18 | HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALIST, LLC | 1881590 | 345.00 | 2.00 | Sep 30, 2024 |
| 19 | TOWER RESEARCH CAPITAL LLC (TRC) | 1533421 | 338.00 | 4.59K | Jun 30, 2026 |
| 20 | IMPACT PARTNERSHIP WEALTH, LLC | 1984555 | 259.00 | 1.72K | Dec 31, 2023 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.