Who owns CEMB
Which tracked institutional funds hold CEMB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CEMB company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 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
The tracked-fund tape on CEMB is one-sided between 2026-Q1 and 2026-Q2: 24 added or opened and 7 trimmed or exited — on balance accumulating.
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
CEMB’s largest tracked holder by dollar value, ACT WEALTH MANAGEMENT, LLC, sizes it at 8.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 8.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in CEMB 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 98 tracked filers holding CEMB, 65 increased or opened the position and 36 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 CEMB 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.
New buyers 6
- Private Advisor Group, LLC$3M
- MML INVESTORS SERVICES, LLC$2M
- Bulltick Wealth Management, LLC$1M
- Asset Management One Co., Ltd.$864K
- INSIGNEO ADVISORY SERVICES, LLC$728K
- Fairlight Advisors$622K
Full exits 3
- Leo Wealth, LLC$15M
- Forum Finance Group S.A.$2M
- OLD MISSION CAPITAL LLC$1M
Largest adds
- ENVESTNET ASSET MANAGEMENT INC$9M
- LPL Financial LLC$4M
- Mirae Asset Global Investments Co., Ltd.$4M
- BlackRock, Inc.$4M
- Allie Family Office LLC$2M
- WELLS FARGO & COMPANY/MN$2M
Largest trims
- MACKENZIE FINANCIAL CORP$26M
- MORGAN STANLEY$726K
- Tactive Advisors, LLC$554K
- Bank of New York Mellon Corp$330K
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 |
|---|---|---|---|---|
| ACT WEALTH MANAGEMENT, LLC added | 593,035 | $27M | 12.2% | 2026-Q2 |
| Bank Julius Baer & Co. Ltd, Zurich added | 490,563 | $22M | 10.1% | 2026-Q2 |
| LOOMIS SAYLES & CO L P added | 305,040 | $14M | 6.3% | 2026-Q2 |
| UBS Group AG added | 268,128 | $12M | 5.5% | 2026-Q2 |
| BlackRock, Inc. added | 244,033 | $11M | 5.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 203,688 | $9M | 4.2% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. added | 160,000 | $7M | 3.3% | 2026-Q2 |
| LPL Financial LLC added | 142,893 | $7M | 2.9% | 2026-Q2 |
| CITIGROUP INC added | 139,556 | $6M | 2.9% | 2026-Q2 |
| Private Advisory Group LLC added | 118,414 | $5M | 2.4% | 2026-Q2 |
| Allie Family Office LLC added | 141,377 | $5M | 2.2% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 98,049 | $4M | 2.0% | 2026-Q2 |
| NorthStar Asset Management LLC /NJ/ added | 88,130 | $4M | 1.8% | 2026-Q2 |
| New Capital Management LP added | 84,864 | $4M | 1.7% | 2026-Q2 |
| Gladwyn Financial Advisors, Inc. added | 79,415 | $4M | 1.6% | 2026-Q2 |
| SSA SWISS ADVISORS AG added | 78,775 | $4M | 1.6% | 2026-Q2 |
| MORGAN STANLEY trimmed | 76,026 | $3M | 1.6% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 69,095 | $3M | 1.4% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 67,851 | $3M | 1.4% | 2026-Q2 |
| Private Advisor Group, LLC added | 60,330 | $3M | 1.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC new | 54,626 | $2M | 1.1% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 50,084 | $2M | 1.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 49,998 | $2M | 1.0% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 47,982 | $2M | 1.0% | 2026-Q2 |
| Cetera Investment Advisers added | 39,369 | $2M | 0.8% | 2026-Q2 |
| OPPENHEIMER ASSET MANAGEMENT INC. added | 35,655 | $2M | 0.7% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC added | 35,466 | $2M | 0.7% | 2026-Q2 |
| Nilsine Partners, LLC added | 31,080 | $1M | 0.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 25,886 | $1M | 0.5% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP trimmed | 25,240 | $1M | 0.5% | 2026-Q2 |
| RWA WEALTH PARTNERS, LLC trimmed | 23,700 | $1M | 0.5% | 2026-Q2 |
| Bulltick Wealth Management, LLC trimmed | 22,319 | $1M | 0.5% | 2026-Q2 |
| Banco Santander, S.A. added | 22,033 | $1M | 0.5% | 2026-Q2 |
| SCOTIA CAPITAL INC. trimmed | 20,904 | $954K | 0.4% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 20,743 | $947K | 0.4% | 2026-Q2 |
| Migdal Insurance & Financial Holdings Ltd. added | 19,708 | $900K | 0.4% | 2026-Q2 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. added | 19,293 | $881K | 0.4% | 2026-Q2 |
| Asset Management One Co., Ltd. new | 18,923 | $864K | 0.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 17,885 | $816K | 0.4% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 17,826 | $815K | 0.4% | 2026-Q2 |
| Tactive Advisors, LLC trimmed | 17,748 | $810K | 0.4% | 2026-Q2 |
| INSIGNEO ADVISORY SERVICES, LLC new | 15,945 | $728K | 0.3% | 2026-Q2 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | 15,462 | $706K | 0.3% | 2026-Q2 |
| Farrell Financial LLC trimmed | 15,092 | $689K | 0.3% | 2026-Q2 |
| Compagnie Lombard Odier SCmA trimmed | 14,224 | $649K | 0.3% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 13,814 | $631K | 0.3% | 2026-Q2 |
| Fairlight Advisors new | 13,635 | $622K | 0.3% | 2026-Q2 |
| Stronghold Wealth Management L.L.C. trimmed | 12,787 | $584K | 0.3% | 2026-Q2 |
| CIBC Asset Management Inc | 12,575 | $574K | 0.3% | 2026-Q2 |
| BTG Pactual Asset Management US LLC | 11,991 | $547K | 0.2% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 11,888 | $543K | 0.2% | 2026-Q2 |
| Activest Wealth Management added | 11,728 | $535K | 0.2% | 2026-Q2 |
| DORVAL Corp trimmed | 11,610 | $530K | 0.2% | 2026-Q2 |
| Avior Wealth Management, LLC added | 9,468 | $432K | 0.2% | 2026-Q2 |
| Waverly Advisors, LLC trimmed | 9,276 | $423K | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 7,953 | $361K | 0.2% | 2026-Q2 |
| HSBC HOLDINGS PLC | 7,589 | $346K | 0.2% | 2026-Q2 |
| WBH ADVISORY INC new | 7,449 | $340K | 0.2% | 2026-Q2 |
| IPG Investment Advisors LLC added | 7,389 | $337K | 0.2% | 2026-Q2 |
| Comprehensive Money Management Services LLC trimmed | 7,275 | $332K | 0.1% | 2026-Q2 |
| First Growth Capital LLC added | 7,162 | $327K | 0.1% | 2026-Q2 |
| Phoenix Financial Ltd. trimmed | 7,113 | $325K | 0.1% | 2026-Q2 |
| SEAVIEW INVESTMENT MANAGERS LLC trimmed | 6,212 | $284K | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 6,178 | $282K | 0.1% | 2026-Q2 |
| Caliber Wealth Management, LLC / KS trimmed | 5,866 | $268K | 0.1% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 5,846 | $267K | 0.1% | 2026-Q2 |
| Wealth Advisory Team LLC trimmed | 5,460 | $249K | 0.1% | 2026-Q2 |
| Aptus Capital Advisors, LLC trimmed | 5,460 | $249K | 0.1% | 2026-Q2 |
| Trek Financial, LLC added | 5,255 | $240K | 0.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 5,141 | $235K | 0.1% | 2026-Q2 |
| David Kennon Inc trimmed | 4,958 | $226K | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 4,815 | $220K | 0.1% | 2026-Q2 |
| Csenge Advisory Group trimmed | 4,666 | $213K | 0.1% | 2026-Q2 |
| Advyzon Investment Management, LLC new | 4,665 | $213K | 0.1% | 2026-Q2 |
| J.Safra Asset Management Corp added | 3,357 | $153K | 0.1% | 2026-Q2 |
| Princeton Global Asset Management LLC added | 3,056 | $140K | 0.1% | 2026-Q2 |
| IFP Advisors, Inc new | 2,199 | $100K | 0.0% | 2026-Q2 |
| Transamerica Financial Advisors, LLC new | 2,079 | $95K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 1,233 | $56K | 0.0% | 2026-Q2 |
| COUNTRY TRUST BANK | 1,150 | $52K | 0.0% | 2026-Q2 |
| Itau Unibanco Holding S.A. new | 880 | $40K | 0.0% | 2026-Q2 |
| FMR LLC trimmed | 845 | $39K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA new | 808 | $37K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 682 | $31K | 0.0% | 2026-Q2 |
| Continuum Advisory, LLC | 586 | $27K | 0.0% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ | 501 | $23K | 0.0% | 2026-Q2 |
| ASSETMARK, INC trimmed | 295 | $13K | 0.0% | 2026-Q2 |
| Virginia Estate & Retirement Planning Advisors Inc. trimmed | 125 | $13K | 0.0% | 2026-Q2 |
| Darwin Wealth Management, LLC added | 234 | $11K | 0.0% | 2026-Q2 |
| Park Place Capital Corp new | 165 | $8K | 0.0% | 2026-Q2 |
| Allworth Financial LP trimmed | 144 | $7K | 0.0% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC | 140 | $6K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 109 | $5K | 0.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 106 | $5K | 0.0% | 2026-Q2 |
| SIMPLEX TRADING, LLC new | 100 | $5K | 0.0% | 2026-Q2 |
| COMPASS FINANCIAL MANAGEMENT LLC new | 49 | $2K | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC | 9 | $420 | 0.0% | 2026-Q2 |
| AE Wealth Management LLC | 0 | $13 | 0.0% | 2026-Q2 |
| Leo Wealth, LLC added | 339,200 | $15M | 6.9% | 2026-Q1 stale (1 quarter behind) |
| GeoWealth Management, LLC new | 108,403 | $5M | 2.3% | 2025-Q3 stale (3 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.