Who owns CIBR
Which tracked institutional funds hold CIBR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CIBR company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 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 CIBR is one-sided between 2026-Q1 and 2026-Q2: 379 added or opened and 62 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
CIBR’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes CIBR more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in CIBR 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 809 tracked filers holding CIBR, 467 increased or opened the position and 339 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 CIBR 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 37
- AXXCESS WEALTH MANAGEMENT, LLC$61M
- Intellus Advisors LLC$22M
- Marks Wealth, LLC$20M
- Parker Investment Management, LLC$14M
- PRUDENTIAL PLC$14M
- Vise Technologies, Inc.$5M
Full exits 43
- HighTower Advisors, LLC$49M
- Cambridge Investment Research Advisors, Inc.$48M
- Quadrature Capital Ltd$38M
- CWM, LLC$30M
- Janney Montgomery Scott LLC$17M
- Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)$14M
Largest adds
- BANK OF AMERICA CORP /DE/$414M
- MORGAN STANLEY$370M
- JPMORGAN CHASE & CO$256M
- LPL Financial LLC$186M
- UBS Group AG$171M
- WELLS FARGO & COMPANY/MN$141M
Largest trims
- EDMOND DE ROTHSCHILD HOLDING S.A.$26M
- SAVA PENZISKO DRUSHTVO A.D. SKOPJE$11M
- PETERSON WEALTH MANAGEMENT$8M
- Mariner, LLC$6M
- TD Waterhouse Canada Inc.$3M
- Bogart Wealth, LLC$3M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 14,684,507 | $1.3B | 19.4% | 2026-Q2 |
| MORGAN STANLEY added | 13,493,839 | $1.2B | 17.8% | 2026-Q2 |
| LPL Financial LLC added | 6,324,451 | $568M | 8.4% | 2026-Q2 |
| UBS Group AG added | 5,868,755 | $527M | 7.8% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 4,695,411 | $422M | 6.2% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 3,461,122 | $306M | 4.5% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 2,209,858 | $199M | 2.9% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 2,202,840 | $198M | 2.9% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 1,990,479 | $179M | 2.6% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 1,227,217 | $110M | 1.6% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 1,153,710 | $104M | 1.5% | 2026-Q2 |
| Cetera Investment Advisers added | 996,780 | $90M | 1.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 789,156 | $71M | 1.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 744,792 | $67M | 1.0% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 732,893 | $66M | 1.0% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC trimmed | 674,848 | $61M | 0.9% | 2026-Q2 |
| Capital Asset Advisory Services LLC added | 674,005 | $61M | 0.9% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 555,088 | $50M | 0.7% | 2026-Q2 |
| CITIGROUP INC added | 489,978 | $44M | 0.6% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 472,791 | $42M | 0.6% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 438,772 | $39M | 0.6% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 424,814 | $38M | 0.6% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 361,569 | $31M | 0.5% | 2026-Q2 |
| Rockport Wealth LLC trimmed | 351,463 | $32M | 0.5% | 2026-Q2 |
| PINNACLE ASSOCIATES LTD added | 341,020 | $31M | 0.5% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 339,713 | $31M | 0.4% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 305,589 | $27M | 0.4% | 2026-Q2 |
| Modern Wealth Management, LLC trimmed | 253,046 | $23M | 0.3% | 2026-Q2 |
| Intellus Advisors LLC added | 241,259 | $22M | 0.3% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 237,312 | $21M | 0.3% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 229,012 | $21M | 0.3% | 2026-Q2 |
| Marks Wealth, LLC trimmed | 223,913 | $20M | 0.3% | 2026-Q2 |
| Procyon Advisors, LLC added | 221,110 | $20M | 0.3% | 2026-Q2 |
| Clearwater Capital Advisors, LLC added | 212,657 | $19M | 0.3% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 201,338 | $18M | 0.3% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 200,608 | $18M | 0.3% | 2026-Q2 |
| MGO ONE SEVEN LLC added | 199,990 | $18M | 0.3% | 2026-Q2 |
| American Financial Advisors, LLC trimmed | 198,104 | $18M | 0.3% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL added | 194,996 | $18M | 0.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 192,718 | $17M | 0.3% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 190,877 | $17M | 0.3% | 2026-Q2 |
| &PARTNERS trimmed | 188,709 | $17M | 0.2% | 2026-Q2 |
| Sargent Investment Group, LLC trimmed | 179,786 | $16M | 0.2% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 166,788 | $15M | 0.2% | 2026-Q2 |
| Maniro Ltd added | 165,740 | $15M | 0.2% | 2026-Q2 |
| Mutual Advisors, LLC added | 161,395 | $15M | 0.2% | 2026-Q2 |
| Arax Advisory Partners added | 160,318 | $14M | 0.2% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 159,417 | $14M | 0.2% | 2026-Q2 |
| Legacy Edge Advisors, LLC trimmed | 159,155 | $12M | 0.2% | 2026-Q2 |
| Parker Investment Management, LLC trimmed | 155,120 | $14M | 0.2% | 2026-Q2 |
| PRUDENTIAL PLC trimmed | 154,000 | $14M | 0.2% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC trimmed | 152,188 | $14M | 0.2% | 2026-Q2 |
| Key Client Fiduciary Advisors, LLC trimmed | 146,871 | $13M | 0.2% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 143,310 | $13M | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 142,943 | $13M | 0.2% | 2026-Q2 |
| Arkadios Wealth Advisors trimmed | 141,543 | $13M | 0.2% | 2026-Q2 |
| Merit Financial Group, LLC added | 138,670 | $12M | 0.2% | 2026-Q2 |
| Prospera Financial Services Inc added | 135,021 | $12M | 0.2% | 2026-Q2 |
| Destiny Wealth Partners, LLC trimmed | 133,375 | $12M | 0.2% | 2026-Q2 |
| Pinnacle Wealth Management Advisory Group, LLC added | 132,296 | $12M | 0.2% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 124,658 | $11M | 0.2% | 2026-Q2 |
| HENGEHOLD CAPITAL MANAGEMENT LLC added | 124,520 | $11M | 0.2% | 2026-Q2 |
| PTM WEALTH MANAGEMENT, LLC added | 124,276 | $11M | 0.2% | 2026-Q2 |
| Kiker Wealth Management, LLC trimmed | 123,750 | $11M | 0.2% | 2026-Q2 |
| Plotkin Financial Advisors, LLC added | 120,316 | $11M | 0.2% | 2026-Q2 |
| Dunhill Financial, LLC added | 118,022 | $11M | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 116,333 | $11M | 0.2% | 2026-Q2 |
| Pine Valley Investments Ltd Liability Co added | 114,095 | $10M | 0.2% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 113,484 | $10M | 0.1% | 2026-Q2 |
| Creative Planning added | 110,683 | $10M | 0.1% | 2026-Q2 |
| Baird Financial Group, Inc. added | 107,368 | $10M | 0.1% | 2026-Q2 |
| IAM Advisory, LLC added | 106,887 | $10M | 0.1% | 2026-Q2 |
| Hobart Private Capital, LLC added | 106,622 | $10M | 0.1% | 2026-Q2 |
| Warner Group LLC added | 106,545 | $10M | 0.1% | 2026-Q2 |
| SCOTIA CAPITAL INC. trimmed | 105,101 | $9M | 0.1% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec trimmed | 104,513 | $9M | 0.1% | 2026-Q2 |
| Frisch Financial Group, Inc. added | 102,751 | $9M | 0.1% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ added | 101,698 | $9M | 0.1% | 2026-Q2 |
| CIBC WORLD MARKET INC. added | 96,478 | $9M | 0.1% | 2026-Q2 |
| NTV Asset Management LLC added | 96,201 | $9M | 0.1% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. trimmed | 96,165 | $9M | 0.1% | 2026-Q2 |
| Waverly Advisors, LLC added | 92,862 | $8M | 0.1% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC trimmed | 88,264 | $8M | 0.1% | 2026-Q2 |
| O'Connor Financial Group LLC added | 88,038 | $8M | 0.1% | 2026-Q2 |
| STEPHENS INC /AR/ trimmed | 87,162 | $8M | 0.1% | 2026-Q2 |
| Sigma Planning Corp added | 87,095 | $8M | 0.1% | 2026-Q2 |
| BIP Wealth, LLC added | 86,330 | $8M | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 85,166 | $8M | 0.1% | 2026-Q2 |
| Phoenix Financial Ltd. | 81,875 | $7M | 0.1% | 2026-Q2 |
| FAGAN ASSOCIATES, INC. added | 81,789 | $7M | 0.1% | 2026-Q2 |
| Rooted Wealth Advisors, Inc. trimmed | 80,833 | $7M | 0.1% | 2026-Q2 |
| Dala Group, LLC added | 80,587 | $7M | 0.1% | 2026-Q2 |
| StoneCrest Wealth Management, Inc. added | 79,976 | $7M | 0.1% | 2026-Q2 |
| OPPENHEIMER & CO INC trimmed | 78,949 | $7M | 0.1% | 2026-Q2 |
| ABLE Financial Group, LLC added | 78,075 | $7M | 0.1% | 2026-Q2 |
| SageGuard Financial Group, LLC added | 77,590 | $7M | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 76,258 | $7M | 0.1% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 76,156 | $7M | 0.1% | 2026-Q2 |
| Cresset Asset Management, LLC trimmed | 75,247 | $7M | 0.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 73,655 | $7M | 0.1% | 2026-Q2 |
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.