Who owns CII
Which tracked institutional funds hold CII, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CII company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 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 CII is one-sided between 2026-Q1 and 2026-Q2: 30 added or opened and 5 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
CII’s largest tracked holder by dollar value, RAYMOND JAMES FINANCIAL INC, 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 CII 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 116 tracked filers holding CII, 56 increased or opened the position and 39 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 CII 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 5
- Arax Advisory Partners$2M
- Global Retirement Partners, LLC$2M
- J.W. COLE ADVISORS, INC.$1M
- Arkadios Wealth Advisors$539K
- MGO ONE SEVEN LLC$537K
Full exits 4
- COHEN & STEERS, INC.$2M
- U.S. Capital Wealth Advisors, LLC$2M
- Cambridge Investment Research Advisors, Inc.$833K
- Sunbelt Securities, Inc.$766K
Largest adds
- RAYMOND JAMES FINANCIAL INC$6M
- WELLS FARGO & COMPANY/MN$5M
- GUGGENHEIM CAPITAL LLC$4M
- Invesco Ltd.$4M
- MORGAN STANLEY$4M
- OSAIC HOLDINGS, INC.$4M
Largest trims
- Focus Partners Wealth$2M
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 |
|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC added | 1,122,851 | $29M | 11.9% | 2026-Q2 |
| MORGAN STANLEY added | 783,330 | $20M | 8.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 766,484 | $20M | 8.1% | 2026-Q2 |
| LPL Financial LLC added | 575,046 | $15M | 6.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 566,894 | $15M | 6.0% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 482,590 | $13M | 5.1% | 2026-Q2 |
| UBS Group AG added | 481,270 | $13M | 5.1% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC added | 467,325 | $12M | 5.0% | 2026-Q2 |
| Advisors Asset Management, Inc. trimmed | 449,226 | $12M | 4.8% | 2026-Q2 |
| Invesco Ltd. added | 406,304 | $11M | 4.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 359,249 | $9M | 3.8% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. trimmed | 261,662 | $7M | 2.8% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 244,423 | $6M | 2.6% | 2026-Q2 |
| Wealthspire Retirement, LLC trimmed | 204,940 | $5M | 2.2% | 2026-Q2 |
| &PARTNERS added | 139,858 | $4M | 1.5% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 132,384 | $3M | 1.4% | 2026-Q2 |
| GraniteShares Advisors LLC added | 120,550 | $3M | 1.3% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 91,093 | $2M | 1.0% | 2026-Q2 |
| Capital Investment Advisory Services, LLC trimmed | 87,817 | $2M | 0.9% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 82,900 | $2M | 0.9% | 2026-Q2 |
| Arax Advisory Partners new | 74,318 | $2M | 0.8% | 2026-Q2 |
| Global Retirement Partners, LLC added | 64,990 | $2M | 0.7% | 2026-Q2 |
| one8zero8, LLC | 63,853 | $2M | 0.7% | 2026-Q2 |
| TPG Advisors LLC trimmed | 60,956 | $2M | 0.6% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 60,289 | $2M | 0.6% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 53,118 | $1M | 0.6% | 2026-Q2 |
| PMG Family Office LLC added | 52,795 | $1M | 0.6% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 51,999 | $1M | 0.6% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 46,498 | $1M | 0.5% | 2026-Q2 |
| Next Level Private LLC added | 46,181 | $1M | 0.5% | 2026-Q2 |
| MPWM ADVISORY SOLUTIONS, LLC added | 45,312 | $1M | 0.5% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 43,708 | $1M | 0.5% | 2026-Q2 |
| Compound Planning, Inc. trimmed | 36,893 | $965K | 0.4% | 2026-Q2 |
| CFO4Life Group, LLC added | 35,525 | $929K | 0.4% | 2026-Q2 |
| MONEY CONCEPTS CAPITAL CORP added | 32,935 | $861K | 0.3% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 32,664 | $854K | 0.3% | 2026-Q2 |
| Focus Partners Wealth trimmed | 29,723 | $777K | 0.3% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 27,117 | $709K | 0.3% | 2026-Q2 |
| REGIONS FINANCIAL CORP | 25,000 | $654K | 0.3% | 2026-Q2 |
| Advisory Services Network, LLC trimmed | 24,631 | $644K | 0.3% | 2026-Q2 |
| Allworth Financial LP added | 24,377 | $637K | 0.3% | 2026-Q2 |
| Wealthspire Advisors, LLC | 24,115 | $631K | 0.3% | 2026-Q2 |
| Financial Security Advisor, Inc. added | 24,022 | $628K | 0.3% | 2026-Q2 |
| DAVENPORT & Co LLC trimmed | 23,449 | $613K | 0.2% | 2026-Q2 |
| Tyche Wealth Partners LLC | 22,494 | $588K | 0.2% | 2026-Q2 |
| Arkadios Wealth Advisors new | 20,605 | $539K | 0.2% | 2026-Q2 |
| D.A. DAVIDSON & CO. | 20,559 | $538K | 0.2% | 2026-Q2 |
| MGO ONE SEVEN LLC new | 20,542 | $537K | 0.2% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. | 20,382 | $533K | 0.2% | 2026-Q2 |
| VISTA INVESTMENT PARTNERS II, LLC | 18,848 | $493K | 0.2% | 2026-Q2 |
| Cypress Capital Group trimmed | 17,952 | $469K | 0.2% | 2026-Q2 |
| Creative Planning added | 17,788 | $465K | 0.2% | 2026-Q2 |
| 17 CAPITAL PARTNERS, LLC added | 17,711 | $463K | 0.2% | 2026-Q2 |
| Nuveen, LLC new | 17,486 | $457K | 0.2% | 2026-Q2 |
| David J Yvars Group added | 17,274 | $452K | 0.2% | 2026-Q2 |
| Stonebridge Financial Group, LLC | 17,255 | $451K | 0.2% | 2026-Q2 |
| B. Riley Wealth Advisors, Inc. trimmed | 16,933 | $431K | 0.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 16,634 | $435K | 0.2% | 2026-Q2 |
| Shulman DeMeo Asset Management LLC trimmed | 16,132 | $422K | 0.2% | 2026-Q2 |
| World Investment Advisors trimmed | 15,341 | $322K | 0.1% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 15,301 | $400K | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 15,046 | $393K | 0.2% | 2026-Q2 |
| Genesee Capital Advisors, LLC | 14,760 | $386K | 0.2% | 2026-Q2 |
| Westbourne Investment Advisors, Inc. | 13,847 | $362K | 0.1% | 2026-Q2 |
| WHITTIER TRUST CO OF NEVADA INC trimmed | 12,770 | $323K | 0.1% | 2026-Q2 |
| AGP FRANKLIN, LLC | 12,618 | $330K | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 12,199 | $319K | 0.1% | 2026-Q2 |
| Institute for Wealth Management, LLC. trimmed | 11,889 | $311K | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC | 11,827 | $309K | 0.1% | 2026-Q2 |
| Harbour Wealth Management Group, Inc. added | 11,303 | $296K | 0.1% | 2026-Q2 |
| LVZ, Inc. trimmed | 10,376 | $271K | 0.1% | 2026-Q2 |
| Vanguard Capital Wealth Advisors | 10,000 | $262K | 0.1% | 2026-Q2 |
| Pathstone Holdings, LLC trimmed | 9,416 | $246K | 0.1% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC new | 8,817 | $231K | 0.1% | 2026-Q2 |
| Baird Financial Group, Inc. new | 8,799 | $230K | 0.1% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC new | 8,674 | $227K | 0.1% | 2026-Q2 |
| Financial Engines Advisors L.L.C. trimmed | 8,301 | $217K | 0.1% | 2026-Q2 |
| Summit Financial, LLC new | 8,172 | $214K | 0.1% | 2026-Q2 |
| ROMAN BUTLER FULLERTON & CO new | 7,979 | $205K | 0.1% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 7,900 | $207K | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 7,799 | $204K | 0.1% | 2026-Q2 |
| LANARK FINANCIAL, INC. added | 7,471 | $195K | 0.1% | 2026-Q2 |
| Bogart Wealth, LLC added | 6,618 | $173K | 0.1% | 2026-Q2 |
| Ancora Advisors LLC | 5,249 | $137K | 0.1% | 2026-Q2 |
| HOLLENCREST CAPITAL MANAGEMENT | 4,896 | $128K | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 4,757 | $124K | 0.1% | 2026-Q2 |
| Smartleaf Asset Management LLC | 4,594 | $117K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA new | 4,333 | $113K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. | 3,558 | $93K | 0.0% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 3,213 | $84K | 0.0% | 2026-Q2 |
| DT Investment Partners, LLC | 3,082 | $81K | 0.0% | 2026-Q2 |
| Measured Wealth Private Client Group, LLC | 3,022 | $79K | 0.0% | 2026-Q2 |
| Axiom Investment Management LLC trimmed | 2,904 | $76K | 0.0% | 2026-Q2 |
| MATHER GROUP, LLC. | 2,629 | $69K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,976 | $52K | 0.0% | 2026-Q2 |
| Spectrum Wealth Advisory Group, LLC new | 1,932 | $51K | 0.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 1,855 | $49K | 0.0% | 2026-Q2 |
| BROWN BROTHERS HARRIMAN & CO | 1,851 | $48K | 0.0% | 2026-Q2 |
| CENTRAL TRUST Co | 1,729 | $45K | 0.0% | 2026-Q2 |
| TRUST CO OF VERMONT new | 1,159 | $30K | 0.0% | 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.