Who owns CBOJ
Which tracked institutional funds hold CBOJ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CBOJ company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-25). 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
1 tracked fund added or opened CBOJ while 1 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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
CBOJ’s largest tracked holder by dollar value, Copperleaf Capital, LLC, sizes it at 3.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 3.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in CBOJ 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 2026-Q1 and 2026-Q2, across 15 tracked filers holding CBOJ, 9 increased or opened the position and 7 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
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 CBOJ between the 2026-Q1 and 2026-Q2 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.
Full exits 1
- OLD MISSION CAPITAL LLC$628K
Largest adds
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
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 |
|---|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 146,681 | $3M | 19.7% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 35,978 | $847K | 4.8% | 2026-Q2 |
| EVEXIA WEALTH LLC added | 33,011 | $782K | 4.5% | 2026-Q2 |
| Calamos Advisors LLC added | 24,722 | $582K | 3.3% | 2026-Q2 |
| Advus Financial Partners, LLC added | 15,225 | $358K | 2.0% | 2026-Q2 |
| Markin Asset Management, LP trimmed | 15,022 | $353K | 2.0% | 2026-Q2 |
| PFG Advisors added | 14,900 | $351K | 2.0% | 2026-Q2 |
| ATX Financial Planning, LLC trimmed | 14,587 | $343K | 2.0% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 13,179 | $310K | 1.8% | 2026-Q2 |
| Sigma Planning Corp | 8,572 | $202K | 1.1% | 2026-Q2 |
| Ankerstar Wealth, LLC trimmed | 8,096 | $191K | 1.1% | 2026-Q2 |
| Capital Investment Advisory Services, LLC new | 1,068 | $25K | 0.1% | 2026-Q2 |
| UBS Group AG trimmed | 230 | $5K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC | 165 | $4K | 0.0% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. | 8 | $189 | 0.0% | 2026-Q2 |
| OLD MISSION CAPITAL LLC trimmed | 26,458 | $628K | 3.6% | 2026-Q1 stale (1 quarter behind) |
| GOLDMAN SACHS GROUP INC new | 10,587 | $251K | 1.4% | 2026-Q1 stale (1 quarter behind) |
| Moors & Cabot, Inc. trimmed | 8,700 | $207K | 1.2% | 2026-Q1 stale (1 quarter behind) |
| CENTAURUS FINANCIAL, INC. | 4,392 | $104K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| Delta Investment Management, LLC trimmed | 16,697 | $402K | 2.3% | 2025-Q4 stale (2 quarters behind) |
| NewEdge Advisors, LLC trimmed | 15,750 | $379K | 2.2% | 2025-Q4 stale (2 quarters behind) |
| Ausdal Financial Partners, Inc. added | 8,664 | $208K | 1.2% | 2025-Q4 stale (2 quarters behind) |
| Camelot Portfolios, LLC new | 2,204 | $53K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| IFP Advisors, Inc | 1,600 | $38K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Kestra Advisory Services, LLC new | 963 | $23K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Truvestments Capital LLC | 200 | $5K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Copperleaf Capital, LLC trimmed | 266,056 | $7M | 39.6% | 2025-Q3 stale (3 quarters behind) |
| Merit Financial Group, LLC | 8,077 | $211K | 1.2% | 2025-Q3 stale (3 quarters behind) |
| BURKETT FINANCIAL SERVICES, LLC | 1,904 | $50K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| JONES FINANCIAL COMPANIES LLLP new | 25 | $647 | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Calamos Wealth Management LLC trimmed | 8,780 | $225K | 1.3% | 2025-Q2 stale (4 quarters behind) |
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.