Who owns CHARLES & COLVARD LTD, from the filings themselves: stakes over 5% (Schedule 13D/G), the institutional managers reporting the stock each quarter (13F), and the funds holding it (N-PORT).
Investors crossing 5% ownership must disclose it. Schedule 13G filers certify the stake is passive; Schedule 13D is the general form for everyone else — founders, strategic holders, and activists alike. Each entry is the holder's most recent disclosure. Coverage begins with SEC's structured filings from December 18, 2024; a holder appears once they file or amend after that date.
Pham Duc Hoang: 11.9% · 532,216 shares
Riverstyx Capital Management LLC: 11.9% · 532,216 shares — The Riverstyx Fund, LP: 11.9% · 532,216 shares — Riverstyx Fund, GP: 11.9% · 532,216 shares
1 more 5% stakes behind a free account
See every investor who has disclosed crossing 5% of CHARLES & COLVARD LTD.
Sign up freeEvery institutional manager whose latest 13F reports this stock, largest position first. "% of their portfolio" is the weight inside that manager's own book — how much conviction the position represents; "% of company" is how much of CHARLES & COLVARD LTD they hold. Together these 16 managers report 8.79% of shares outstanding.
| Investor | Position value | Shares | % of their portfolio | % of company | As of |
|---|---|---|---|---|---|
| RENAISSANCE TECHNOLOGIES LLC | $107K | 111,669 | 0.00% | 3.58% | March 31, 2025 |
| CITADEL ADVISORS LLC | $56.4K | 58,780 | 0.00% | 1.89% | March 31, 2025 |
14 more institutional holders behind a free account
See every manager reporting CHARLES & COLVARD LTD, how much of the company they hold, and how big the position is inside their own portfolio.
Sign up freeFunds disclosing this stock in their monthly N-PORT portfolio, with the position's share of the fund's net assets. Together these 6 funds hold 2.46% of shares outstanding — counted inside the manager totals above, not on top of them, since a fund's shares also appear in its manager's 13F.
| Fund | Position value | % of net assets | % of company | As of |
|---|---|---|---|---|
| VANGUARD EXTENDED MARKET INDEX FUND | $42.6K | 0.00% | 1.42% | March 31, 2025 |
| VANGUARD TOTAL STOCK MARKET INDEX FUND | $28.9K | 0.00% | 0.53% | September 30, 2024 |
4 more funds behind a free account
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