Who owns CLMB (CLMB)
Which tracked institutional funds hold CLMB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CLMB 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
16 tracked funds added or opened CLMB while 43 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
CLMB’s largest tracked holder by dollar value, VANGUARD GROUP 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 gap the other way — the median holder sizes CLMB more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in CLMB 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 128 tracked filers holding CLMB, 124 increased or opened the position and 41 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
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 CLMB 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 10
- WESTWOOD HOLDINGS GROUP INC$24M
- VANGUARD CAPITAL MANAGEMENT LLC$14M
- VANGUARD FIDUCIARY TRUST CO$2M
- VANGUARD PORTFOLIO MANAGEMENT LLC$2M
- CHATHAM CAPITAL GROUP, INC.$2M
- Verdence Capital Advisors LLC$2M
Full exits 9
- VANGUARD GROUP INC$24M
- Aptus Capital Advisors, LLC$5M
- LAZARD ASSET MANAGEMENT LLC$2M
- JANE STREET GROUP, LLC$1M
- PRINCIPAL FINANCIAL GROUP INC$1M
- Man Group plc$861K
Largest adds
- SEI INVESTMENTS CO$4M
- MILLENNIUM MANAGEMENT LLC$3M
- ALLIANCEBERNSTEIN L.P.$1M
- ISTHMUS PARTNERS, LLC$845K
- Russell Investments Group, Ltd.$528K
- Quantbot Technologies LP$448K
Largest trims
- WASATCH ADVISORS LP$17M
- BlackRock, Inc.$8M
- De Lisle Partners LLP$7M
- GEODE CAPITAL MANAGEMENT, LLC$4M
- Polar Asset Management Partners Inc.$4M
- PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.$3M
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 |
|---|---|---|---|---|
| WESTWOOD HOLDINGS GROUP INC new | 1,201,856 | $24M | 7.0% | 2026-Q1 |
| BlackRock, Inc. added | 1,158,431 | $23M | 6.8% | 2026-Q1 |
| AltraVue Capital, LLC added | 981,924 | $19M | 5.7% | 2026-Q1 |
| De Lisle Partners LLP added | 930,560 | $18M | 5.4% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 727,280 | $14M | 4.2% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 619,685 | $12M | 3.6% | 2026-Q1 |
| WASATCH ADVISORS LP added | 607,680 | $12M | 3.5% | 2026-Q1 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. added | 551,665 | $11M | 3.2% | 2026-Q1 |
| Tieton Capital Management, LLC added | 538,131 | $11M | 3.1% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 536,213 | $11M | 3.1% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 481,150 | $10M | 2.8% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 423,197 | $8M | 2.5% | 2026-Q1 |
| SEI INVESTMENTS CO added | 418,908 | $8M | 2.4% | 2026-Q1 |
| STATE STREET CORP added | 356,230 | $7M | 2.1% | 2026-Q1 |
| Ballast Asset Management, LP added | 319,188 | $6M | 1.9% | 2026-Q1 |
| ROYCE & ASSOCIATES LP added | 297,870 | $6M | 1.7% | 2026-Q1 |
| HERALD INVESTMENT MANAGEMENT Ltd added | 296,836 | $6M | 1.7% | 2026-Q1 |
| CHOREO, LLC added | 269,300 | $5M | 1.6% | 2026-Q1 |
| OBERWEIS ASSET MANAGEMENT INC/ added | 211,840 | $4M | 1.2% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 208,023 | $4M | 1.2% | 2026-Q1 |
| Legato Capital Management LLC added | 207,864 | $4M | 1.2% | 2026-Q1 |
| Polar Asset Management Partners Inc. added | 192,072 | $4M | 1.1% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 190,180 | $4M | 1.1% | 2026-Q1 |
| NORTHERN TRUST CORP added | 170,353 | $3M | 1.0% | 2026-Q1 |
| ISTHMUS PARTNERS, LLC added | 134,054 | $3M | 0.8% | 2026-Q1 |
| CSM Advisors, LLC added | 131,520 | $3M | 0.8% | 2026-Q1 |
| UBS Group AG added | 122,034 | $2M | 0.7% | 2026-Q1 |
| Bank of New York Mellon Corp added | 120,965 | $2M | 0.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 111,671 | $2M | 0.7% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 95,281 | $2M | 0.6% | 2026-Q1 |
| CHATHAM CAPITAL GROUP, INC. new | 89,785 | $2M | 0.5% | 2026-Q1 |
| MORGAN STANLEY added | 89,299 | $2M | 0.5% | 2026-Q1 |
| Financial Advisors Network, Inc. added | 79,996 | $2M | 0.5% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 79,185 | $2M | 0.5% | 2026-Q1 |
| Verdence Capital Advisors LLC new | 78,638 | $2M | 0.5% | 2026-Q1 |
| JACOBS LEVY EQUITY MANAGEMENT, INC added | 74,112 | $1M | 0.4% | 2026-Q1 |
| Conestoga Capital Advisors, LLC added | 72,350 | $1M | 0.4% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 13,080 | $1M | 0.4% | 2026-Q1 |
| PINNACLE ASSOCIATES LTD added | 64,744 | $1M | 0.4% | 2026-Q1 |
| ALBERT D MASON INC added | 62,275 | $1M | 0.4% | 2026-Q1 |
| LPL Financial LLC added | 60,712 | $1M | 0.4% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 58,726 | $1M | 0.3% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 55,196 | $1M | 0.3% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 48,096 | $953K | 0.3% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 47,688 | $945K | 0.3% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 46,858 | $929K | 0.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 45,932 | $910K | 0.3% | 2026-Q1 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO new | 45,572 | $903K | 0.3% | 2026-Q1 |
| Numerai GP LLC added | 40,021 | $793K | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 39,900 | $791K | 0.2% | 2026-Q1 |
| Quantbot Technologies LP added | 27,165 | $538K | 0.2% | 2026-Q1 |
| Caprock Group, LLC added | 25,144 | $498K | 0.1% | 2026-Q1 |
| MARTINGALE ASSET MANAGEMENT L P added | 24,848 | $492K | 0.1% | 2026-Q1 |
| Walleye Capital LLC new | 23,913 | $474K | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 23,148 | $459K | 0.1% | 2026-Q1 |
| Ancora Advisors LLC added | 22,532 | $447K | 0.1% | 2026-Q1 |
| Nuveen, LLC added | 22,212 | $440K | 0.1% | 2026-Q1 |
| EVOLVE PRIVATE WEALTH, LLC added | 21,802 | $432K | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 20,588 | $408K | 0.1% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 20,242 | $401K | 0.1% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 18,696 | $371K | 0.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 17,627 | $349K | 0.1% | 2026-Q1 |
| Lakewood Asset Management LLC added | 17,543 | $348K | 0.1% | 2026-Q1 |
| Brevan Howard Capital Management LP new | 16,467 | $326K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 16,028 | $318K | 0.1% | 2026-Q1 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC new | 16,006 | $317K | 0.1% | 2026-Q1 |
| Y-Intercept (Hong Kong) Ltd new | 15,801 | $313K | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC added | 234,532 | $24M | 7.1% | 2025-Q4 stale |
| Aptus Capital Advisors, LLC added | 48,123 | $5M | 1.5% | 2025-Q4 stale |
| Foundry Partners, LLC trimmed | 35,390 | $4M | 1.2% | 2025-Q1 stale |
| Cove Street Capital, LLC added | 18,865 | $3M | 0.7% | 2025-Q3 stale |
| GLOBAL VALUE INVESTMENT CORP. trimmed | 18,774 | $2M | 0.6% | 2025-Q2 stale |
| LAZARD ASSET MANAGEMENT LLC added | 15,274 | $2M | 0.5% | 2025-Q4 stale |
| Independent Advisor Alliance added | 11,128 | $2M | 0.4% | 2025-Q3 stale |
| JANE STREET GROUP, LLC added | 13,836 | $1M | 0.4% | 2025-Q4 stale |
| Qube Research & Technologies Ltd added | 12,490 | $1M | 0.4% | 2025-Q2 stale |
| PRINCIPAL FINANCIAL GROUP INC added | 12,504 | $1M | 0.4% | 2025-Q4 stale |
| NAVELLIER & ASSOCIATES INC added | 8,147 | $1M | 0.3% | 2025-Q3 stale |
| Squarepoint Ops LLC new | 9,344 | $999K | 0.3% | 2025-Q2 stale |
| Allspring Global Investments Holdings, LLC trimmed | 8,826 | $976K | 0.3% | 2025-Q1 stale |
| Informed Momentum Co LLC | 8,303 | $920K | 0.3% | 2025-Q1 stale |
| PDT Partners, LLC new | 6,513 | $878K | 0.3% | 2025-Q3 stale |
| Man Group plc added | 8,375 | $861K | 0.3% | 2025-Q4 stale |
| Round Rock Advisors LLC added | 6,753 | $694K | 0.2% | 2025-Q4 stale |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 6,100 | $676K | 0.2% | 2025-Q1 stale |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 6,508 | $669K | 0.2% | 2025-Q4 stale |
| SIERRA SUMMIT ADVISORS LLC new | 5,001 | $554K | 0.2% | 2025-Q1 stale |
| Jump Financial, LLC added | 5,371 | $552K | 0.2% | 2025-Q4 stale |
| Cynosure Group, LLC | 3,807 | $513K | 0.2% | 2025-Q3 stale |
| HRT FINANCIAL LP added | 4,516 | $482K | 0.1% | 2025-Q2 stale |
| AVIVA PLC added | 4,581 | $471K | 0.1% | 2025-Q4 stale |
| Semanteon Capital Management, LP new | 4,263 | $456K | 0.1% | 2025-Q2 stale |
| FRANKLIN RESOURCES INC added | 2,989 | $403K | 0.1% | 2025-Q3 stale |
| Polymer Capital Management (US) LLC new | 3,678 | $393K | 0.1% | 2025-Q2 stale |
| Virtu Financial LLC added | 3,406 | $377K | 0.1% | 2025-Q1 stale |
| ALPS ADVISORS INC added | 3,500 | $360K | 0.1% | 2025-Q4 stale |
| TWO SIGMA INVESTMENTS, LP trimmed | 2,654 | $358K | 0.1% | 2025-Q3 stale |
| Engineers Gate Manager LP trimmed | 3,193 | $341K | 0.1% | 2025-Q2 stale |
| XTX Topco Ltd new | 3,161 | $325K | 0.1% | 2025-Q4 stale |
| COMERICA BANK trimmed | 2,972 | $305K | 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.