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Institutional Ownership · SEC Form 13F

Who owns CIBR (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-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

738
Institutional holders
83,521,630
Shares held (tracked funds)

How the tape is positioned

79 tracked funds added or opened CIBR while 217 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

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 0.1pp 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 2025-Q4 and 2026-Q1, across 738 tracked filers holding CIBR, 402 increased or opened the position and 343 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 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 22

  • Quadrature Capital Ltd$38M
  • Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)$14M
  • TWO SIGMA INVESTMENTS, LP$11M
  • Key Client Fiduciary Advisors, LLC$10M
  • PETERSON WEALTH MANAGEMENT$8M
  • Kiker Wealth Management, LLC$8M

Full exits 32

  • AXXCESS WEALTH MANAGEMENT, LLC$55M
  • Enclave Advisors LLC$24M
  • Avestar Capital, LLC$8M
  • Pine Valley Investments Ltd Liability Co$7M
  • D. E. Shaw & Co., Inc.$7M
  • PECAUT & CO.$6M

Largest adds

  • HighTower Advisors, LLC$14M
  • MGO ONE SEVEN LLC$6M
  • Independent Advisor Alliance$6M
  • SCOTIA CAPITAL INC.$5M
  • CX Institutional$5M
  • FIFTH THIRD BANCORP$4M

Largest trims

  • BANK OF AMERICA CORP /DE/$199M
  • MORGAN STANLEY$126M
  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$57M
  • WELLS FARGO & COMPANY/MN$55M
  • UBS Group AG$44M
  • LPL Financial LLC$33M

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).

FundSharesReported value% of valueQuarter
BANK OF AMERICA CORP /DE/ trimmed14,451,187$906M19.0%2026-Q1
MORGAN STANLEY trimmed13,438,915$842M17.7%2026-Q1
LPL Financial LLC added6,099,024$382M8.0%2026-Q1
UBS Group AG added5,677,864$356M7.5%2026-Q1
WELLS FARGO & COMPANY/MN trimmed4,484,649$281M5.9%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed2,327,262$146M3.1%2026-Q1
ROYAL BANK OF CANADA trimmed2,110,490$132M2.8%2026-Q1
AMERIPRISE FINANCIAL INC added1,904,033$119M2.5%2026-Q1
FIRST TRUST ADVISORS LP added1,184,040$74M1.6%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed1,152,045$72M1.5%2026-Q1
Cetera Investment Advisers added910,185$57M1.2%2026-Q1
JPMORGAN CHASE & CO trimmed828,008$50M1.1%2026-Q1
HighTower Advisors, LLC added787,385$49M1.0%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added783,087$49M1.0%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed773,002$48M1.0%2026-Q1
OSAIC HOLDINGS, INC. trimmed726,052$46M1.0%2026-Q1
STIFEL FINANCIAL CORP added722,140$45M0.9%2026-Q1
Capital Asset Advisory Services LLC trimmed667,303$45M0.9%2026-Q1
Quadrature Capital Ltd added613,656$38M0.8%2026-Q1
Rockefeller Capital Management L.P. trimmed562,513$35M0.7%2026-Q1
Private Advisor Group, LLC trimmed547,102$34M0.7%2026-Q1
CWM, LLC trimmed477,063$30M0.6%2026-Q1
CITIGROUP INC added473,348$30M0.6%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed453,724$28M0.6%2026-Q1
EDMOND DE ROTHSCHILD HOLDING S.A. added418,922$26M0.6%2026-Q1
Kestra Advisory Services, LLC added402,837$25M0.5%2026-Q1
Rockport Wealth LLC added369,306$23M0.5%2026-Q1
PINNACLE ASSOCIATES LTD added336,826$21M0.4%2026-Q1
TRUIST FINANCIAL CORP added312,704$20M0.4%2026-Q1
JONES FINANCIAL COMPANIES LLLP added319,355$19M0.4%2026-Q1
MML INVESTORS SERVICES, LLC trimmed283,088$18M0.4%2026-Q1
Janney Montgomery Scott LLC trimmed276,687$17M0.4%2026-Q1
Equitable Holdings, Inc. added241,711$17M0.4%2026-Q1
Modern Wealth Management, LLC added268,661$17M0.4%2026-Q1
&PARTNERS trimmed257,130$16M0.3%2026-Q1
SAVA PENZISKO DRUSHTVO A.D. SKOPJE added229,770$14M0.3%2026-Q1
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) new226,000$14M0.3%2026-Q1
KESTRA PRIVATE WEALTH SERVICES, LLC trimmed218,213$14M0.3%2026-Q1
Clearwater Capital Advisors, LLC added211,602$13M0.3%2026-Q1
Legacy Edge Advisors, LLC added207,037$13M0.3%2026-Q1
Procyon Advisors, LLC added206,860$13M0.3%2026-Q1
American Financial Advisors, LLC added200,392$13M0.3%2026-Q1
Sargent Investment Group, LLC trimmed185,266$12M0.2%2026-Q1
MGO ONE SEVEN LLC added177,366$11M0.2%2026-Q1
TWO SIGMA INVESTMENTS, LP trimmed175,500$11M0.2%2026-Q1
Destiny Wealth Partners, LLC added170,016$11M0.2%2026-Q1
APPLETON PARTNERS INC/MA added163,495$10M0.2%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. trimmed162,282$10M0.2%2026-Q1
Mutual Advisors, LLC added158,614$10M0.2%2026-Q1
Ashton Thomas Private Wealth, LLC added157,780$10M0.2%2026-Q1
Key Client Fiduciary Advisors, LLC added152,412$10M0.2%2026-Q1
Arkadios Wealth Advisors trimmed146,207$9M0.2%2026-Q1
Merit Financial Group, LLC added135,776$9M0.2%2026-Q1
Independent Advisor Alliance added135,261$8M0.2%2026-Q1
D.A. DAVIDSON & CO. trimmed133,216$8M0.2%2026-Q1
Sanctuary Advisors, LLC added131,413$8M0.2%2026-Q1
Pinnacle Wealth Management Advisory Group, LLC added131,216$8M0.2%2026-Q1
PETERSON WEALTH MANAGEMENT added131,061$8M0.2%2026-Q1
Mariner, LLC added129,774$8M0.2%2026-Q1
Kiker Wealth Management, LLC added129,012$8M0.2%2026-Q1
Prospera Financial Services Inc added124,670$8M0.2%2026-Q1
Steward Partners Investment Advisory, LLC trimmed122,508$8M0.2%2026-Q1
PTM WEALTH MANAGEMENT, LLC added118,989$8M0.2%2026-Q1
SCOTIA CAPITAL INC. added121,601$8M0.2%2026-Q1
Federation des caisses Desjardins du Quebec added120,249$8M0.2%2026-Q1
Plotkin Financial Advisors, LLC added119,904$8M0.2%2026-Q1
HENGEHOLD CAPITAL MANAGEMENT LLC added117,991$7M0.2%2026-Q1
Dunhill Financial, LLC added117,655$7M0.2%2026-Q1
INDEPENDENT FINANCIAL GROUP, LLC trimmed112,175$7M0.1%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed107,192$7M0.1%2026-Q1
Baird Financial Group, Inc. trimmed106,226$7M0.1%2026-Q1
Maniro Ltd new104,780$7M0.1%2026-Q1
Hobart Private Capital, LLC added104,671$7M0.1%2026-Q1
Creative Planning trimmed104,180$7M0.1%2026-Q1
IAM Advisory, LLC trimmed102,844$6M0.1%2026-Q1
NATIONAL BANK OF CANADA /FI/ added100,698$6M0.1%2026-Q1
BANK OF MONTREAL /CAN/ trimmed99,624$6M0.1%2026-Q1
Rooted Wealth Advisors, Inc. added92,840$6M0.1%2026-Q1
HRT FINANCIAL LP added98,748$6M0.1%2026-Q1
J.W. COLE ADVISORS, INC. trimmed97,806$6M0.1%2026-Q1
Frisch Financial Group, Inc. added94,855$6M0.1%2026-Q1
NTV Asset Management LLC trimmed94,809$6M0.1%2026-Q1
CIBC WORLD MARKET INC. trimmed93,851$6M0.1%2026-Q1
CARY STREET PARTNERS FINANCIAL LLC added91,656$6M0.1%2026-Q1
AXXCESS WEALTH MANAGEMENT, LLC added765,928$55M1.1%2025-Q4 stale
PRUDENTIAL PLC trimmed330,187$25M0.5%2025-Q3 stale
Enclave Advisors LLC trimmed329,755$24M0.5%2025-Q4 stale
Parker Investment Management, LLC new272,577$21M0.4%2025-Q2 stale
Marks Wealth, LLC added246,900$19M0.4%2025-Q2 stale
Good Life Advisors, LLC added130,049$10M0.2%2025-Q2 stale
Capitolis Liquid Global Markets LLC new147,600$9M0.2%2025-Q1 stale
Obsidian Personal Planning Solutions LLC added114,079$9M0.2%2025-Q3 stale
AVANTAX ADVISORY SERVICES, INC. added112,936$9M0.2%2025-Q2 stale
Avestar Capital, LLC added118,727$8M0.2%2025-Q4 stale
Pine Valley Investments Ltd Liability Co added102,549$7M0.2%2025-Q4 stale
MARSHALL WACE, LLP added114,778$7M0.2%2025-Q1 stale
D. E. Shaw & Co., Inc. added93,283$7M0.1%2025-Q4 stale
Cubist Systematic Strategies, LLC added85,824$6M0.1%2025-Q2 stale
PECAUT & CO. added90,213$6M0.1%2025-Q4 stale
COMERICA BANK added79,712$6M0.1%2025-Q4 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.

HoldersTotal shares

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.

Learn how to read institutional ownership