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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ trimmed | 14,451,187 | $906M | 19.0% | 2026-Q1 |
| MORGAN STANLEY trimmed | 13,438,915 | $842M | 17.7% | 2026-Q1 |
| LPL Financial LLC added | 6,099,024 | $382M | 8.0% | 2026-Q1 |
| UBS Group AG added | 5,677,864 | $356M | 7.5% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 4,484,649 | $281M | 5.9% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 2,327,262 | $146M | 3.1% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 2,110,490 | $132M | 2.8% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 1,904,033 | $119M | 2.5% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 1,184,040 | $74M | 1.6% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 1,152,045 | $72M | 1.5% | 2026-Q1 |
| Cetera Investment Advisers added | 910,185 | $57M | 1.2% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 828,008 | $50M | 1.1% | 2026-Q1 |
| HighTower Advisors, LLC added | 787,385 | $49M | 1.0% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 783,087 | $49M | 1.0% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 773,002 | $48M | 1.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 726,052 | $46M | 1.0% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 722,140 | $45M | 0.9% | 2026-Q1 |
| Capital Asset Advisory Services LLC trimmed | 667,303 | $45M | 0.9% | 2026-Q1 |
| Quadrature Capital Ltd added | 613,656 | $38M | 0.8% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 562,513 | $35M | 0.7% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 547,102 | $34M | 0.7% | 2026-Q1 |
| CWM, LLC trimmed | 477,063 | $30M | 0.6% | 2026-Q1 |
| CITIGROUP INC added | 473,348 | $30M | 0.6% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 453,724 | $28M | 0.6% | 2026-Q1 |
| EDMOND DE ROTHSCHILD HOLDING S.A. added | 418,922 | $26M | 0.6% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 402,837 | $25M | 0.5% | 2026-Q1 |
| Rockport Wealth LLC added | 369,306 | $23M | 0.5% | 2026-Q1 |
| PINNACLE ASSOCIATES LTD added | 336,826 | $21M | 0.4% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 312,704 | $20M | 0.4% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 319,355 | $19M | 0.4% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 283,088 | $18M | 0.4% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 276,687 | $17M | 0.4% | 2026-Q1 |
| Equitable Holdings, Inc. added | 241,711 | $17M | 0.4% | 2026-Q1 |
| Modern Wealth Management, LLC added | 268,661 | $17M | 0.4% | 2026-Q1 |
| &PARTNERS trimmed | 257,130 | $16M | 0.3% | 2026-Q1 |
| SAVA PENZISKO DRUSHTVO A.D. SKOPJE added | 229,770 | $14M | 0.3% | 2026-Q1 |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) new | 226,000 | $14M | 0.3% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 218,213 | $14M | 0.3% | 2026-Q1 |
| Clearwater Capital Advisors, LLC added | 211,602 | $13M | 0.3% | 2026-Q1 |
| Legacy Edge Advisors, LLC added | 207,037 | $13M | 0.3% | 2026-Q1 |
| Procyon Advisors, LLC added | 206,860 | $13M | 0.3% | 2026-Q1 |
| American Financial Advisors, LLC added | 200,392 | $13M | 0.3% | 2026-Q1 |
| Sargent Investment Group, LLC trimmed | 185,266 | $12M | 0.2% | 2026-Q1 |
| MGO ONE SEVEN LLC added | 177,366 | $11M | 0.2% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 175,500 | $11M | 0.2% | 2026-Q1 |
| Destiny Wealth Partners, LLC added | 170,016 | $11M | 0.2% | 2026-Q1 |
| APPLETON PARTNERS INC/MA added | 163,495 | $10M | 0.2% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 162,282 | $10M | 0.2% | 2026-Q1 |
| Mutual Advisors, LLC added | 158,614 | $10M | 0.2% | 2026-Q1 |
| Ashton Thomas Private Wealth, LLC added | 157,780 | $10M | 0.2% | 2026-Q1 |
| Key Client Fiduciary Advisors, LLC added | 152,412 | $10M | 0.2% | 2026-Q1 |
| Arkadios Wealth Advisors trimmed | 146,207 | $9M | 0.2% | 2026-Q1 |
| Merit Financial Group, LLC added | 135,776 | $9M | 0.2% | 2026-Q1 |
| Independent Advisor Alliance added | 135,261 | $8M | 0.2% | 2026-Q1 |
| D.A. DAVIDSON & CO. trimmed | 133,216 | $8M | 0.2% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 131,413 | $8M | 0.2% | 2026-Q1 |
| Pinnacle Wealth Management Advisory Group, LLC added | 131,216 | $8M | 0.2% | 2026-Q1 |
| PETERSON WEALTH MANAGEMENT added | 131,061 | $8M | 0.2% | 2026-Q1 |
| Mariner, LLC added | 129,774 | $8M | 0.2% | 2026-Q1 |
| Kiker Wealth Management, LLC added | 129,012 | $8M | 0.2% | 2026-Q1 |
| Prospera Financial Services Inc added | 124,670 | $8M | 0.2% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 122,508 | $8M | 0.2% | 2026-Q1 |
| PTM WEALTH MANAGEMENT, LLC added | 118,989 | $8M | 0.2% | 2026-Q1 |
| SCOTIA CAPITAL INC. added | 121,601 | $8M | 0.2% | 2026-Q1 |
| Federation des caisses Desjardins du Quebec added | 120,249 | $8M | 0.2% | 2026-Q1 |
| Plotkin Financial Advisors, LLC added | 119,904 | $8M | 0.2% | 2026-Q1 |
| HENGEHOLD CAPITAL MANAGEMENT LLC added | 117,991 | $7M | 0.2% | 2026-Q1 |
| Dunhill Financial, LLC added | 117,655 | $7M | 0.2% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 112,175 | $7M | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 107,192 | $7M | 0.1% | 2026-Q1 |
| Baird Financial Group, Inc. trimmed | 106,226 | $7M | 0.1% | 2026-Q1 |
| Maniro Ltd new | 104,780 | $7M | 0.1% | 2026-Q1 |
| Hobart Private Capital, LLC added | 104,671 | $7M | 0.1% | 2026-Q1 |
| Creative Planning trimmed | 104,180 | $7M | 0.1% | 2026-Q1 |
| IAM Advisory, LLC trimmed | 102,844 | $6M | 0.1% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ added | 100,698 | $6M | 0.1% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 99,624 | $6M | 0.1% | 2026-Q1 |
| Rooted Wealth Advisors, Inc. added | 92,840 | $6M | 0.1% | 2026-Q1 |
| HRT FINANCIAL LP added | 98,748 | $6M | 0.1% | 2026-Q1 |
| J.W. COLE ADVISORS, INC. trimmed | 97,806 | $6M | 0.1% | 2026-Q1 |
| Frisch Financial Group, Inc. added | 94,855 | $6M | 0.1% | 2026-Q1 |
| NTV Asset Management LLC trimmed | 94,809 | $6M | 0.1% | 2026-Q1 |
| CIBC WORLD MARKET INC. trimmed | 93,851 | $6M | 0.1% | 2026-Q1 |
| CARY STREET PARTNERS FINANCIAL LLC added | 91,656 | $6M | 0.1% | 2026-Q1 |
| AXXCESS WEALTH MANAGEMENT, LLC added | 765,928 | $55M | 1.1% | 2025-Q4 stale |
| PRUDENTIAL PLC trimmed | 330,187 | $25M | 0.5% | 2025-Q3 stale |
| Enclave Advisors LLC trimmed | 329,755 | $24M | 0.5% | 2025-Q4 stale |
| Parker Investment Management, LLC new | 272,577 | $21M | 0.4% | 2025-Q2 stale |
| Marks Wealth, LLC added | 246,900 | $19M | 0.4% | 2025-Q2 stale |
| Good Life Advisors, LLC added | 130,049 | $10M | 0.2% | 2025-Q2 stale |
| Capitolis Liquid Global Markets LLC new | 147,600 | $9M | 0.2% | 2025-Q1 stale |
| Obsidian Personal Planning Solutions LLC added | 114,079 | $9M | 0.2% | 2025-Q3 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 112,936 | $9M | 0.2% | 2025-Q2 stale |
| Avestar Capital, LLC added | 118,727 | $8M | 0.2% | 2025-Q4 stale |
| Pine Valley Investments Ltd Liability Co added | 102,549 | $7M | 0.2% | 2025-Q4 stale |
| MARSHALL WACE, LLP added | 114,778 | $7M | 0.2% | 2025-Q1 stale |
| D. E. Shaw & Co., Inc. added | 93,283 | $7M | 0.1% | 2025-Q4 stale |
| Cubist Systematic Strategies, LLC added | 85,824 | $6M | 0.1% | 2025-Q2 stale |
| PECAUT & CO. added | 90,213 | $6M | 0.1% | 2025-Q4 stale |
| COMERICA BANK added | 79,712 | $6M | 0.1% | 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.
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.