CitroTech Inc. - CITR
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| COMERICA BANK | History | New | 121,170 | 979 | 0.0% | — | 1 | +121,170 | New | Q4 2025 | Jan 29, 2026 |
| T3 Companies, LLC | History | New | 33,971 | 274 | 0.34% | — | 2 | +33,971 | New | Q4 2025 | Feb 11, 2026 |
| Coastal Bridge Advisors, LLC | History | New | 13,331 | 107 | 0.01% | — | 3 | +13,331 | New | Q4 2025 | Feb 18, 2026 |
| Cresset Asset Management, LLC | History | New | 10,000 | 80 | 0.0% | — | 4 | +10,000 | New | Q4 2025 | Feb 17, 2026 |
| Clearstead Advisors, LLC | History | New | 1,000 | 8 | 0.0% | — | 5 | +1,000 | New | Q4 2025 | Feb 09, 2026 |
| OSAIC HOLDINGS, INC. | History | New | 499 | 4 | 0.0% | — | 6 | +499 | New | Q4 2025 | Feb 17, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -216 | -100.0% | Q3 2025 | Nov 25, 2025 |