PHILADELPHIA, PA
COHEN & CO INC.COHN— Latest position per institution from SEC 13F filings
15
Institutional holders
268.45K
Total shares held
3.25M
Estimated value
13.42K
Avg. position size
AE WEALTH MANAGEMENT LLC
CIK 1697723
Shares
66.77K
Value
457.86K
Filed
Mar 31, 2023
BLACKROCK, INC.
CIK 2012383
Shares
24.68K
Value
372.38K
Filed
Mar 31, 2026
BLACKROCK FINANCE, INC.
CIK 1364742
Shares
24.68K
Value
218.64K
Filed
Jun 30, 2024
VANGUARD CAPITAL MANAGEMENT LLC
CIK 2100119
Shares
23.29K
Value
351.37K
Filed
Mar 31, 2026
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
CITADEL ADVISORS LLC
CIK 1423053
Shares
16.95K
Value
110.51K
Filed
Sep 30, 2023
RENAISSANCE TECHNOLOGIES LLC
CIK 1037389
Shares
15.80K
Value
177.08K
Filed
Sep 30, 2025
GEODE CAPITAL MANAGEMENT, LLC
CIK 1214717
Shares
12.09K
Value
182.45K
Filed
Mar 31, 2026
TWO SIGMA INVESTMENTS, LP
CIK 1179392
Shares
11.71K
Value
176.72K
Filed
Mar 31, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
10.76K
Value
111.39K
Filed
Dec 31, 2024
DIMENSIONAL FUND ADVISORS LP
CIK 354204
Shares
10.27K
Value
154.90K
Filed
Mar 31, 2026
VANGUARD FIDUCIARY TRUST CO
CIK 933478
Shares
6.70K
Value
101.09K
Filed
Mar 31, 2026
SPIRE WEALTH MANAGEMENT
CIK 1858740
Shares
2.50K
Value
37.73K
Filed
Mar 31, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
1.40K
Value
21.13K
Filed
Mar 31, 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
282.00
Value
4.25K
Filed
Mar 31, 2026
IMPACT PARTNERSHIP WEALTH, LLC
CIK 1984555
Shares
259.00
Value
1.72K
Filed
Dec 31, 2023
HIGHMARK WEALTH MANAGEMENT LLC
CIK 1802451
Shares
135.00
Value
895.00
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 | 24.68K | 372.38K | Mar 31, 2026 |
| 3 | BLACKROCK FINANCE, INC. | 1364742 | 24.68K | 218.64K | Jun 30, 2024 |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | 23.29K | 351.37K | Mar 31, 2026 |
| 5 | TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK | 1420995 | 20K | 301.80K | Mar 31, 2026 |
| 6 | VANGUARD GROUP INC | 102909 | 19.32K | 455.40K | Dec 31, 2025 |
| 7 | CITADEL ADVISORS LLC | 1423053 | 16.95K | 110.51K | Sep 30, 2023 |
| 8 | RENAISSANCE TECHNOLOGIES LLC | 1037389 | 15.80K | 177.08K | Sep 30, 2025 |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 1214717 | 12.09K | 182.45K | Mar 31, 2026 |
| 10 | TWO SIGMA INVESTMENTS, LP | 1179392 | 11.71K | 176.72K | Mar 31, 2026 |
| 11 | LPL FINANCIAL LLC | 1403438 | 10.76K | 111.39K | Dec 31, 2024 |
| 12 | DIMENSIONAL FUND ADVISORS LP | 354204 | 10.27K | 154.90K | Mar 31, 2026 |
| 13 | VANGUARD FIDUCIARY TRUST CO | 933478 | 6.70K | 101.09K | Mar 31, 2026 |
| 14 | SPIRE WEALTH MANAGEMENT | 1858740 | 2.50K | 37.73K | Mar 31, 2026 |
| 15 | WELLS FARGO & COMPANY/MN | 72971 | 1.40K | 21.13K | Mar 31, 2026 |
| 16 | UBS GROUP AG | 1610520 | 522.00 | 7.88K | Mar 31, 2026 |
| 17 | HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALIST, LLC | 1881590 | 345.00 | 2.00 | Sep 30, 2024 |
| 18 | TOWER RESEARCH CAPITAL LLC (TRC) | 1533421 | 282.00 | 4.25K | Mar 31, 2026 |
| 19 | IMPACT PARTNERSHIP WEALTH, LLC | 1984555 | 259.00 | 1.72K | Dec 31, 2023 |
| 20 | HIGHMARK WEALTH MANAGEMENT LLC | 1802451 | 135.00 | 895.00 | Dec 31, 2023 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.