Who owns CMDB
Which tracked institutional funds hold CMDB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CMDB company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 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 CMDB is one-sided between 2026-Q1 and 2026-Q2: 16 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
CMDB’s largest tracked holder by dollar value, DIMENSIONAL FUND ADVISORS LP, 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 CMDB 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 97 tracked filers holding CMDB, 42 increased or opened the position and 44 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 CMDB 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 1
- JACOBS LEVY EQUITY MANAGEMENT, INC$665K
Full exits 2
- Schonfeld Strategic Advisors LLC$702K
- JANE STREET GROUP, LLC$687K
Largest adds
- DIMENSIONAL FUND ADVISORS LP$2M
- AMERIPRISE FINANCIAL INC$2M
- BlackRock, Inc.$1M
- Oceanic Investment Management LTD$922K
- TWO SIGMA INVESTMENTS, LP$693K
- AMERICAN CENTURY COMPANIES INC$622K
Largest trims
- Walleye Capital LLC$707K
- CITADEL ADVISORS LLC$312K
- BRIDGEWAY CAPITAL MANAGEMENT, LLC$296K
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 |
|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP trimmed | 1,294,494 | $23M | 24.2% | 2026-Q2 |
| BlackRock, Inc. added | 556,263 | $10M | 10.4% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 425,412 | $7M | 8.0% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 317,984 | $6M | 5.9% | 2026-Q2 |
| Oceanic Investment Management LTD added | 277,778 | $5M | 5.2% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 196,146 | $3M | 3.7% | 2026-Q2 |
| MORGAN STANLEY trimmed | 156,325 | $3M | 2.9% | 2026-Q2 |
| STATE STREET CORP trimmed | 141,901 | $2M | 2.7% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 117,562 | $2M | 2.2% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 114,016 | $2M | 2.1% | 2026-Q2 |
| BOOTHBAY FUND MANAGEMENT, LLC added | 111,340 | $2M | 2.1% | 2026-Q2 |
| Nuveen, LLC trimmed | 99,495 | $2M | 1.9% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 95,867 | $2M | 1.8% | 2026-Q2 |
| Quantinno Capital Management LP added | 74,757 | $1M | 1.4% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC trimmed | 72,830 | $1M | 1.4% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 64,121 | $1M | 1.2% | 2026-Q2 |
| Walleye Capital LLC trimmed | 60,678 | $1M | 1.1% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 58,059 | $1M | 1.1% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 54,994 | $966K | 1.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 54,343 | $954K | 1.0% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 52,987 | $930K | 1.0% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 51,874 | $911K | 1.0% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 49,515 | $869K | 0.9% | 2026-Q2 |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 39,781 | $699K | 0.7% | 2026-Q2 |
| JACOBS LEVY EQUITY MANAGEMENT, INC new | 37,842 | $665K | 0.7% | 2026-Q2 |
| STRS OHIO added | 36,500 | $641K | 0.7% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 34,181 | $615K | 0.7% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 33,458 | $588K | 0.6% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 30,811 | $541K | 0.6% | 2026-Q2 |
| CITIGROUP INC added | 29,958 | $526K | 0.6% | 2026-Q2 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 27,580 | $484K | 0.5% | 2026-Q2 |
| Moran Wealth Management, LLC added | 26,700 | $469K | 0.5% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 25,235 | $443K | 0.5% | 2026-Q2 |
| Bank of New York Mellon Corp added | 24,693 | $434K | 0.5% | 2026-Q2 |
| PRELUDE CAPITAL MANAGEMENT, LLC | 23,334 | $410K | 0.4% | 2026-Q2 |
| Empowered Funds, LLC trimmed | 23,030 | $404K | 0.4% | 2026-Q2 |
| Arax Advisory Partners added | 22,803 | $400K | 0.4% | 2026-Q2 |
| Creative Planning trimmed | 18,964 | $333K | 0.4% | 2026-Q2 |
| XTX Topco Ltd added | 15,053 | $264K | 0.3% | 2026-Q2 |
| Trexquant Investment LP trimmed | 14,326 | $252K | 0.3% | 2026-Q2 |
| WINTON GROUP Ltd trimmed | 13,323 | $234K | 0.2% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 12,859 | $226K | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 12,256 | $215K | 0.2% | 2026-Q2 |
| Savant Capital, LLC trimmed | 11,020 | $194K | 0.2% | 2026-Q2 |
| Squarepoint Ops LLC new | 10,797 | $190K | 0.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. | 12,172 | $188K | 0.2% | 2026-Q2 |
| ALGERT GLOBAL LLC new | 10,454 | $184K | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 9,139 | $160K | 0.2% | 2026-Q2 |
| FMR LLC added | 8,629 | $152K | 0.2% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 7,040 | $124K | 0.1% | 2026-Q2 |
| BARCLAYS PLC trimmed | 6,791 | $119K | 0.1% | 2026-Q2 |
| UBS Group AG trimmed | 5,206 | $91K | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 3,924 | $69K | 0.1% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 3,530 | $62K | 0.1% | 2026-Q2 |
| GAMMA Investing LLC trimmed | 2,557 | $45K | 0.0% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 2,539 | $45K | 0.0% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND | 2,218 | $39K | 0.0% | 2026-Q2 |
| Police & Firemen's Retirement System of New Jersey | 1,843 | $32K | 0.0% | 2026-Q2 |
| Parallel Advisors, LLC trimmed | 1,596 | $28K | 0.0% | 2026-Q2 |
| Blue Trust, Inc. trimmed | 1,424 | $25K | 0.0% | 2026-Q2 |
| Allworth Financial LP added | 1,105 | $19K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) trimmed | 1,017 | $18K | 0.0% | 2026-Q2 |
| Ameritas Investment Partners, Inc. | 859 | $15K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 831 | $15K | 0.0% | 2026-Q2 |
| SIGNATUREFD, LLC trimmed | 776 | $14K | 0.0% | 2026-Q2 |
| Legal & General Group Plc | 740 | $13K | 0.0% | 2026-Q2 |
| NISA INVESTMENT ADVISORS, LLC trimmed | 412 | $7K | 0.0% | 2026-Q2 |
| Private Wealth Management Group, LLC | 231 | $4K | 0.0% | 2026-Q2 |
| JPL Wealth Management, LLC added | 205 | $4K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 204 | $4K | 0.0% | 2026-Q2 |
| MassMutual Private Wealth & Trust, FSB | 185 | $3K | 0.0% | 2026-Q2 |
| Torren Management, LLC | 176 | $3K | 0.0% | 2026-Q2 |
| Sterling Capital Management LLC trimmed | 153 | $3K | 0.0% | 2026-Q2 |
| Smartleaf Asset Management LLC | 141 | $3K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 132 | $2K | 0.0% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 117 | $2K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. | 100 | $2K | 0.0% | 2026-Q2 |
| Buck Wealth Strategies, LLC new | 100 | $2K | 0.0% | 2026-Q2 |
| EverSource Wealth Advisors, LLC trimmed | 99 | $2K | 0.0% | 2026-Q2 |
| ARMSTRONG ADVISORY GROUP, INC | 90 | $2K | 0.0% | 2026-Q2 |
| Boreal Capital Management LLC new | 70 | $1K | 0.0% | 2026-Q2 |
| Versant Capital Management, Inc | 64 | $1K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 55 | $966 | 0.0% | 2026-Q2 |
| RAFFA WEALTH MANAGEMENT, LLC new | 48 | $843 | 0.0% | 2026-Q2 |
| HUNTINGTON NATIONAL BANK | 46 | $811 | 0.0% | 2026-Q2 |
| Essential Partners LLC trimmed | 46 | $808 | 0.0% | 2026-Q2 |
| Cornerstone Planning Group LLC | 37 | $697 | 0.0% | 2026-Q2 |
| IFP Advisors, Inc | 38 | $667 | 0.0% | 2026-Q2 |
| Basecamp Wealth Advisors LLC added | 28 | $492 | 0.0% | 2026-Q2 |
| SJS Investment Consulting Inc. added | 22 | $388 | 0.0% | 2026-Q2 |
| Physician Wealth Advisors, Inc. | 21 | $369 | 0.0% | 2026-Q2 |
| ASSETMARK, INC | 21 | $369 | 0.0% | 2026-Q2 |
| MATHER GROUP, LLC. | 21 | $369 | 0.0% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC new | 16 | $281 | 0.0% | 2026-Q2 |
| Quarry LP new | 11 | $193 | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 9 | $158 | 0.0% | 2026-Q2 |
| Clearstead Advisors, LLC trimmed | 1 | $18 | 0.0% | 2026-Q2 |
| VANGUARD GROUP INC added | 53,997 | $832K | 0.9% | 2025-Q4 stale (2 quarters behind) |
| Tidal Investments LLC added | 69,417 | $998K | 1.1% | 2025-Q3 stale (3 quarters behind) |
| Ancora Advisors LLC new | 263,983 | $2M | 2.4% | 2025-Q2 stale (4 quarters behind) |
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.