Who owns CABO (CABO)
Which tracked institutional funds hold CABO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CABO company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
25 tracked funds added or opened CABO while 64 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
CABO’s largest tracked holder by dollar value, Clarkston Capital Partners, LLC, sizes it at 7.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 7.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in CABO divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 194 tracked filers holding CABO, 94 increased or opened the position and 121 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in CABO between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 11
- VANGUARD CAPITAL MANAGEMENT LLC$18M
- VANGUARD PORTFOLIO MANAGEMENT LLC$10M
- BAILLIE GIFFORD & CO$5M
- VANGUARD FIDUCIARY TRUST CO$3M
- Engineers Gate Manager LP$1M
- Atom Investors LP$949K
Full exits 15
- VANGUARD GROUP INC$45M
- NORDEA INVESTMENT MANAGEMENT AB$8M
- Trexquant Investment LP$3M
- Walleye Capital LLC$3M
- MAVERICK CAPITAL LTD$2M
- STATE OF WISCONSIN INVESTMENT BOARD$2M
Largest adds
- NORGES BANK$11M
- MARSHALL WACE, LLP$6M
- Man Group plc$2M
- D. E. Shaw & Co., Inc.$2M
- Public Sector Pension Investment Board$1M
- LEE DANNER & BASS INC$1M
Largest trims
- BlackRock, Inc.$20M
- Quantinno Capital Management LP$16M
- GOLDMAN SACHS GROUP INC$11M
- BANK OF MONTREAL /CAN/$11M
- PRIVATE MANAGEMENT GROUP INC$8M
- DIMENSIONAL FUND ADVISORS LP$7M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 717,897 | $65M | 7.7% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 441,547 | $40M | 4.8% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 392,351 | $36M | 4.2% | 2026-Q1 |
| PRIVATE MANAGEMENT GROUP INC trimmed | 304,400 | $28M | 3.3% | 2026-Q1 |
| Rothschild & Co Wealth Management UK Ltd trimmed | 280,084 | $26M | 3.0% | 2026-Q1 |
| DAVENPORT & Co LLC trimmed | 244,722 | $22M | 2.6% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 223,498 | $20M | 2.4% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 198,911 | $18M | 2.1% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 190,437 | $17M | 2.0% | 2026-Q1 |
| STATE STREET CORP trimmed | 185,938 | $17M | 2.0% | 2026-Q1 |
| Graham Holdings Co | 182,439 | $17M | 2.0% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 177,177 | $16M | 1.9% | 2026-Q1 |
| BROWN ADVISORY INC trimmed | 170,181 | $16M | 1.8% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 163,254 | $15M | 1.8% | 2026-Q1 |
| NORGES BANK added | 55,312 | $15M | 1.7% | 2026-Q1 |
| MARSHALL WACE, LLP added | 160,756 | $15M | 1.7% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 117,112 | $11M | 1.3% | 2026-Q1 |
| MORGAN STANLEY added | 114,155 | $10M | 1.2% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 105,470 | $10M | 1.1% | 2026-Q1 |
| Man Group plc added | 88,734 | $8M | 1.0% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 84,954 | $8M | 0.9% | 2026-Q1 |
| Public Sector Pension Investment Board added | 73,807 | $7M | 0.8% | 2026-Q1 |
| GOLDENTREE ASSET MANAGEMENT LP | 73,180 | $7M | 0.8% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 53,900 | $5M | 0.6% | 2026-Q1 |
| Invesco Ltd. added | 53,015 | $5M | 0.6% | 2026-Q1 |
| BAILLIE GIFFORD & CO new | 6,202,000 | $5M | 0.6% | 2026-Q1 |
| NORTHERN TRUST CORP added | 48,853 | $4M | 0.5% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 40,551 | $4M | 0.4% | 2026-Q1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC trimmed | 32,946 | $3M | 0.4% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 30,651 | $3M | 0.3% | 2026-Q1 |
| Quantinno Capital Management LP trimmed | 30,392 | $3M | 0.3% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 29,417 | $3M | 0.3% | 2026-Q1 |
| Quinn Opportunity Partners LLC | 28,201 | $3M | 0.3% | 2026-Q1 |
| FMR LLC added | 24,088 | $2M | 0.3% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 23,946 | $2M | 0.3% | 2026-Q1 |
| WITTENBERG INVESTMENT MANAGEMENT, INC. added | 23,500 | $2M | 0.3% | 2026-Q1 |
| Susquehanna Portfolio Strategies, LLC added | 22,792 | $2M | 0.2% | 2026-Q1 |
| LEE DANNER & BASS INC added | 21,350 | $2M | 0.2% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL added | 20,955 | $2M | 0.2% | 2026-Q1 |
| Empowered Funds, LLC trimmed | 20,641 | $2M | 0.2% | 2026-Q1 |
| Long Focus Capital Management, LLC | 19,777 | $2M | 0.2% | 2026-Q1 |
| LSV ASSET MANAGEMENT trimmed | 19,380 | $2M | 0.2% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 19,321 | $2M | 0.2% | 2026-Q1 |
| CastleKnight Management LP | 15,500 | $1M | 0.2% | 2026-Q1 |
| Silver Rock Financial LP | 15,000 | $1M | 0.2% | 2026-Q1 |
| Engineers Gate Manager LP added | 14,990 | $1M | 0.2% | 2026-Q1 |
| UBS Group AG trimmed | 14,731 | $1M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 14,405 | $1M | 0.2% | 2026-Q1 |
| Creative Planning added | 13,969 | $1M | 0.2% | 2026-Q1 |
| Nuveen, LLC added | 13,532 | $1M | 0.1% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC trimmed | 13,444 | $1M | 0.1% | 2026-Q1 |
| SEI INVESTMENTS CO added | 12,798 | $1M | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 12,006 | $1M | 0.1% | 2026-Q1 |
| Caprock Group, LLC trimmed | 12,441 | $1M | 0.1% | 2026-Q1 |
| Corient Private Wealth LLC added | 12,456 | $1M | 0.1% | 2026-Q1 |
| Wallace Capital Management Inc. trimmed | 11,799 | $1M | 0.1% | 2026-Q1 |
| Mitsubishi UFJ Trust & Banking Corp added | 10,775 | $983K | 0.1% | 2026-Q1 |
| Numerai GP LLC added | 10,764 | $982K | 0.1% | 2026-Q1 |
| Atom Investors LP added | 10,406 | $949K | 0.1% | 2026-Q1 |
| IEQ CAPITAL, LLC trimmed | 10,069 | $918K | 0.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 9,722 | $887K | 0.1% | 2026-Q1 |
| Steamboat Capital Partners, LLC new | 9,634 | $879K | 0.1% | 2026-Q1 |
| Clarkston Capital Partners, LLC added | 357,192 | $95M | 11.2% | 2025-Q1 stale |
| Burgundy Asset Management Ltd. trimmed | 472,067 | $76M | 9.0% | 2025-Q3 stale |
| VANGUARD GROUP INC trimmed | 394,694 | $45M | 5.3% | 2025-Q4 stale |
| 14B Captial Management LP trimmed | 59,500 | $11M | 1.2% | 2025-Q3 stale |
| Artisan Partners Limited Partnership trimmed | 71,960 | $10M | 1.2% | 2025-Q2 stale |
| LONDON CO OF VIRGINIA trimmed | 32,781 | $9M | 1.0% | 2025-Q1 stale |
| NORDEA INVESTMENT MANAGEMENT AB added | 72,159 | $8M | 1.0% | 2025-Q4 stale |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. added | 45,859 | $8M | 1.0% | 2025-Q3 stale |
| Kingsview Wealth Management, LLC added | 28,349 | $8M | 0.9% | 2025-Q1 stale |
| Marathon Asset Management Ltd trimmed | 54,746 | $7M | 0.9% | 2025-Q2 stale |
| FIRST TRUST ADVISORS LP added | 25,758 | $5M | 0.5% | 2025-Q3 stale |
| HRT FINANCIAL LP added | 12,437 | $3M | 0.4% | 2025-Q1 stale |
| Markel Group Inc. trimmed | 11,900 | $3M | 0.4% | 2025-Q1 stale |
| Trexquant Investment LP added | 25,980 | $3M | 0.3% | 2025-Q4 stale |
| MYDA Advisors LLC trimmed | 10,300 | $3M | 0.3% | 2025-Q1 stale |
| Walleye Capital LLC added | 22,756 | $3M | 0.3% | 2025-Q4 stale |
| KETTLE HILL CAPITAL MANAGEMENT, LLC trimmed | 17,937 | $2M | 0.3% | 2025-Q2 stale |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 8,776 | $2M | 0.3% | 2025-Q1 stale |
| Cubist Systematic Strategies, LLC added | 12,777 | $2M | 0.3% | 2025-Q3 stale |
| MAVERICK CAPITAL LTD added | 19,552 | $2M | 0.3% | 2025-Q4 stale |
| STATE OF WISCONSIN INVESTMENT BOARD added | 16,810 | $2M | 0.2% | 2025-Q4 stale |
| Schonfeld Strategic Advisors LLC added | 13,888 | $2M | 0.2% | 2025-Q2 stale |
| CAXTON ASSOCIATES LLP added | 16,483 | $2M | 0.2% | 2025-Q4 stale |
| WEDGE CAPITAL MANAGEMENT L L P/NC new | 6,567 | $2M | 0.2% | 2025-Q1 stale |
| AXA Investment Managers S.A. new | 9,685 | $2M | 0.2% | 2025-Q3 stale |
| HUSSMAN STRATEGIC ADVISORS, INC. added | 10,500 | $1M | 0.2% | 2025-Q2 stale |
| Alaska Permanent Fund Corp | 4,968 | $1M | 0.2% | 2025-Q1 stale |
| AXA S.A. | 9,685 | $1M | 0.2% | 2025-Q2 stale |
| Swiss National Bank | 9,300 | $1M | 0.1% | 2025-Q4 stale |
| Qube Research & Technologies Ltd added | 7,707 | $1M | 0.1% | 2025-Q2 stale |
| ExodusPoint Capital Management, LP added | 7,403 | $1M | 0.1% | 2025-Q2 stale |
| Nebula Research & Development LLC trimmed | 7,066 | $960K | 0.1% | 2025-Q2 stale |
| Blueshift Asset Management, LLC added | 6,867 | $933K | 0.1% | 2025-Q2 stale |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. added | 8,217 | $927K | 0.1% | 2025-Q4 stale |
| FIL Ltd trimmed | 3,440 | $914K | 0.1% | 2025-Q1 stale |
| Point72 Asset Management, L.P. trimmed | 5,086 | $900K | 0.1% | 2025-Q3 stale |
| Ardmore Road Asset Management LP new | 5,000 | $885K | 0.1% | 2025-Q3 stale |
| Holocene Advisors, LP trimmed | 3,250 | $864K | 0.1% | 2025-Q1 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.