Who owns CEMB (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-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
18 tracked funds added or opened CEMB while 9 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
CEMB’s largest tracked holder by dollar value, MACKENZIE FINANCIAL CORP, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp 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 2025-Q4 and 2026-Q1, across 87 tracked filers holding CEMB, 61 increased or opened the position and 31 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 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 6
- Private Advisory Group LLC$5M
- Mirae Asset Global Investments Co., Ltd.$4M
- JANE STREET GROUP, LLC$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- Forum Finance Group S.A.$2M
- OLD MISSION CAPITAL LLC$1M
Full exits 4
- SSA SWISS ADVISORS AG$3M
- FLOW TRADERS U.S. LLC$2M
- Ocean Park Asset Management, LLC$2M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1M
Largest adds
- Leo Wealth, LLC$5M
- New Capital Management LP$1M
- UBS Group AG$1M
- ACT WEALTH MANAGEMENT, LLC$904K
- MORGAN STANLEY$571K
- LOOMIS SAYLES & CO L P$523K
Largest trims
- DORVAL Corp$6M
- MACKENZIE FINANCIAL CORP$6M
- CIBC Asset Management Inc$5M
- CITIGROUP INC$5M
- Tactive Advisors, LLC$1M
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 |
|---|---|---|---|---|
| MACKENZIE FINANCIAL CORP trimmed | 589,044 | $27M | 11.7% | 2026-Q1 |
| ACT WEALTH MANAGEMENT, LLC added | 570,801 | $26M | 11.3% | 2026-Q1 |
| Bank Julius Baer & Co. Ltd, Zurich added | 473,695 | $21M | 9.4% | 2026-Q1 |
| Leo Wealth, LLC added | 339,200 | $15M | 6.7% | 2026-Q1 |
| LOOMIS SAYLES & CO L P added | 296,170 | $13M | 5.9% | 2026-Q1 |
| UBS Group AG added | 259,935 | $12M | 5.2% | 2026-Q1 |
| BlackRock, Inc. added | 167,197 | $8M | 3.3% | 2026-Q1 |
| CITIGROUP INC trimmed | 138,648 | $6M | 2.8% | 2026-Q1 |
| Private Advisory Group LLC new | 107,049 | $5M | 2.1% | 2026-Q1 |
| MORGAN STANLEY added | 92,681 | $4M | 1.8% | 2026-Q1 |
| New Capital Management LP added | 83,987 | $4M | 1.7% | 2026-Q1 |
| NorthStar Asset Management LLC /NJ/ added | 80,764 | $4M | 1.6% | 2026-Q1 |
| Mirae Asset Global Investments Co., Ltd. new | 80,000 | $4M | 1.6% | 2026-Q1 |
| Gladwyn Financial Advisors, Inc. added | 71,864 | $3M | 1.4% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 65,794 | $3M | 1.3% | 2026-Q1 |
| Allie Family Office LLC trimmed | 88,542 | $2M | 1.1% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 50,878 | $2M | 1.0% | 2026-Q1 |
| LPL Financial LLC added | 49,824 | $2M | 1.0% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 49,133 | $2M | 1.0% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 45,579 | $2M | 0.9% | 2026-Q1 |
| Forum Finance Group S.A. new | 49,254 | $2M | 0.8% | 2026-Q1 |
| OPPENHEIMER ASSET MANAGEMENT INC. added | 31,555 | $1M | 0.6% | 2026-Q1 |
| GUGGENHEIM CAPITAL LLC added | 30,820 | $1M | 0.6% | 2026-Q1 |
| Nilsine Partners, LLC trimmed | 30,093 | $1M | 0.6% | 2026-Q1 |
| Tactive Advisors, LLC trimmed | 30,130 | $1M | 0.6% | 2026-Q1 |
| RWA WEALTH PARTNERS, LLC trimmed | 23,900 | $1M | 0.5% | 2026-Q1 |
| OLD MISSION CAPITAL LLC trimmed | 23,710 | $1M | 0.5% | 2026-Q1 |
| SCOTIA CAPITAL INC. added | 23,422 | $1M | 0.5% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 21,546 | $976K | 0.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 21,305 | $965K | 0.4% | 2026-Q1 |
| Banco Santander, S.A. added | 19,307 | $874K | 0.4% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 17,131 | $776K | 0.3% | 2026-Q1 |
| Migdal Insurance & Financial Holdings Ltd. added | 16,636 | $753K | 0.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 16,581 | $751K | 0.3% | 2026-Q1 |
| Compagnie Lombard Odier SCmA added | 15,674 | $710K | 0.3% | 2026-Q1 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC added | 15,462 | $700K | 0.3% | 2026-Q1 |
| Farrell Financial LLC trimmed | 15,134 | $685K | 0.3% | 2026-Q1 |
| Bank of New York Mellon Corp added | 13,192 | $597K | 0.3% | 2026-Q1 |
| DORVAL Corp trimmed | 13,071 | $592K | 0.3% | 2026-Q1 |
| Stronghold Wealth Management L.L.C. added | 12,863 | $582K | 0.3% | 2026-Q1 |
| CIBC Asset Management Inc trimmed | 12,575 | $569K | 0.2% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 12,369 | $560K | 0.2% | 2026-Q1 |
| BTG Pactual Asset Management US LLC | 11,991 | $543K | 0.2% | 2026-Q1 |
| Activest Wealth Management added | 11,712 | $530K | 0.2% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. trimmed | 11,537 | $522K | 0.2% | 2026-Q1 |
| Waverly Advisors, LLC added | 9,927 | $450K | 0.2% | 2026-Q1 |
| Avior Wealth Management, LLC added | 9,437 | $427K | 0.2% | 2026-Q1 |
| Comprehensive Money Management Services LLC | 7,950 | $360K | 0.2% | 2026-Q1 |
| HSBC HOLDINGS PLC trimmed | 7,589 | $344K | 0.2% | 2026-Q1 |
| Cetera Investment Advisers added | 7,470 | $338K | 0.1% | 2026-Q1 |
| Phoenix Financial Ltd. | 7,182 | $325K | 0.1% | 2026-Q1 |
| Aptus Capital Advisors, LLC added | 7,065 | $320K | 0.1% | 2026-Q1 |
| IPG Investment Advisors LLC new | 6,778 | $307K | 0.1% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 6,565 | $297K | 0.1% | 2026-Q1 |
| SEAVIEW INVESTMENT MANAGERS LLC added | 6,367 | $288K | 0.1% | 2026-Q1 |
| First Growth Capital LLC added | 6,373 | $287K | 0.1% | 2026-Q1 |
| Caliber Wealth Management, LLC / KS added | 5,940 | $269K | 0.1% | 2026-Q1 |
| David Kennon Inc trimmed | 5,921 | $268K | 0.1% | 2026-Q1 |
| CENTAURUS FINANCIAL, INC. | 5,823 | $264K | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 5,501 | $249K | 0.1% | 2026-Q1 |
| OPPENHEIMER & CO INC trimmed | 5,435 | $246K | 0.1% | 2026-Q1 |
| Trek Financial, LLC new | 5,209 | $236K | 0.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 4,704 | $213K | 0.1% | 2026-Q1 |
| Csenge Advisory Group added | 4,679 | $212K | 0.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 3,421 | $155K | 0.1% | 2026-Q1 |
| J.Safra Asset Management Corp added | 3,146 | $142K | 0.1% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 3,125 | $142K | 0.1% | 2026-Q1 |
| Princeton Global Asset Management LLC trimmed | 2,819 | $128K | 0.1% | 2026-Q1 |
| FMR LLC trimmed | 1,860 | $84K | 0.0% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 1,266 | $57K | 0.0% | 2026-Q1 |
| COUNTRY TRUST BANK | 1,150 | $52K | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 1,092 | $49K | 0.0% | 2026-Q1 |
| ASSETMARK, INC trimmed | 713 | $32K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 658 | $30K | 0.0% | 2026-Q1 |
| Virginia Estate & Retirement Planning Advisors Inc. new | 215 | $26K | 0.0% | 2026-Q1 |
| BARINGS LLC trimmed | 272,442 | $12M | 5.4% | 2025-Q1 stale |
| GeoWealth Management, LLC added | 108,403 | $5M | 2.2% | 2025-Q3 stale |
| SSA SWISS ADVISORS AG new | 59,642 | $3M | 1.2% | 2025-Q4 stale |
| FLOW TRADERS U.S. LLC added | 44,171 | $2M | 0.9% | 2025-Q4 stale |
| Ocean Park Asset Management, LLC | 39,300 | $2M | 0.8% | 2025-Q4 stale |
| Algorithmic Investment Models, LLC | 26,620 | $1M | 0.5% | 2025-Q3 stale |
| Bulltick Wealth Management, LLC added | 26,841 | $1M | 0.5% | 2025-Q1 stale |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 25,184 | $1M | 0.5% | 2025-Q4 stale |
| D. E. Shaw & Co., Inc. added | 23,771 | $1M | 0.5% | 2025-Q3 stale |
| ARKANSAS FINANCIAL GROUP, INC. added | 15,669 | $724K | 0.3% | 2025-Q3 stale |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 15,960 | $720K | 0.3% | 2025-Q1 stale |
| PRUDENTIAL PLC added | 13,390 | $608K | 0.3% | 2025-Q2 stale |
| TRUIST FINANCIAL CORP added | 9,365 | $423K | 0.2% | 2025-Q1 stale |
| Wealth Advisory Team LLC trimmed | 7,026 | $322K | 0.1% | 2025-Q4 stale |
| COMMONWEALTH EQUITY SERVICES, LLC added | 6,760 | $312K | 0.1% | 2025-Q3 stale |
| McGrath & Associates, Inc. trimmed | 5,651 | $255K | 0.1% | 2025-Q1 stale |
| Private Advisor Group, LLC added | 5,448 | $252K | 0.1% | 2025-Q3 stale |
| Integrated Wealth Concepts LLC added | 4,840 | $219K | 0.1% | 2025-Q1 stale |
| Kestra Advisory Services, LLC trimmed | 3,649 | $167K | 0.1% | 2025-Q4 stale |
| Advisors Asset Management, Inc. trimmed | 2,441 | $110K | 0.0% | 2025-Q1 stale |
| Ameritas Advisory Services, LLC trimmed | 2,101 | $95K | 0.0% | 2025-Q2 stale |
| COMERICA BANK | 1,615 | $74K | 0.0% | 2025-Q4 stale |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC new | 1,307 | $60K | 0.0% | 2025-Q4 stale |
| Rossby Financial, LCC trimmed | 637 | $29K | 0.0% | 2025-Q4 stale |
| Continuum Advisory, LLC | 586 | $26K | 0.0% | 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.