Who owns CMT
Which tracked institutional funds hold CMT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CMT 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 CMT is one-sided between 2026-Q1 and 2026-Q2: 19 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
CMT’s largest tracked holder by dollar value, BlackRock, 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 CMT more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in CMT 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 88 tracked filers holding CMT, 42 increased or opened the position and 37 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 CMT 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 2
- CM WEALTH ADVISORS LLC$703K
- Informed Momentum Co LLC$648K
Full exits 3
- Tieton Capital Management, LLC$10M
- LSV ASSET MANAGEMENT$1M
- ACADIAN ASSET MANAGEMENT LLC$958K
Largest adds
- 22NW, LP$1M
- WHITE PINE CAPITAL LLC$1M
- AMERICAN CENTURY COMPANIES INC$1M
- ROYCE & ASSOCIATES LP$923K
- BlackRock, Inc.$883K
- DIMENSIONAL FUND ADVISORS LP$848K
Largest trims
- SEI INVESTMENTS CO$2M
- STRS OHIO$568K
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 |
|---|---|---|---|---|
| BlackRock, Inc. added | 485,995 | $11M | 6.7% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 461,947 | $11M | 6.4% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 407,258 | $10M | 5.6% | 2026-Q2 |
| GAMCO INVESTORS, INC. ET AL | 375,800 | $9M | 5.2% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 343,143 | $8M | 4.8% | 2026-Q2 |
| GABELLI FUNDS LLC | 306,500 | $7M | 4.2% | 2026-Q2 |
| ROYCE & ASSOCIATES LP added | 283,536 | $7M | 3.9% | 2026-Q2 |
| 22NW, LP added | 273,521 | $6M | 3.8% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 254,059 | $6M | 3.5% | 2026-Q2 |
| NEEDHAM INVESTMENT MANAGEMENT LLC trimmed | 242,600 | $6M | 3.4% | 2026-Q2 |
| Diamond Hill Capital Management, LLC (Investment Advisor) added | 215,699 | $5M | 3.0% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 198,916 | $5M | 2.8% | 2026-Q2 |
| STATE STREET CORP added | 165,249 | $4M | 2.3% | 2026-Q2 |
| BARD ASSOCIATES INC trimmed | 143,550 | $3M | 2.0% | 2026-Q2 |
| Pacific Ridge Capital Partners, LLC trimmed | 143,189 | $3M | 2.0% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 128,456 | $3M | 1.8% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC added | 118,470 | $3M | 1.6% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 112,542 | $3M | 1.6% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 85,734 | $2M | 1.2% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 85,700 | $2M | 1.2% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP added | 71,231 | $2M | 1.0% | 2026-Q2 |
| WHITE PINE CAPITAL LLC added | 70,977 | $2M | 1.0% | 2026-Q2 |
| Teton Advisors, LLC | 70,890 | $2M | 1.0% | 2026-Q2 |
| NORTHERN TRUST CORP added | 64,256 | $2M | 0.9% | 2026-Q2 |
| RITHOLTZ WEALTH MANAGEMENT added | 60,814 | $1M | 0.8% | 2026-Q2 |
| Empowered Funds, LLC added | 58,542 | $1M | 0.8% | 2026-Q2 |
| Quantinno Capital Management LP added | 58,382 | $1M | 0.8% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 52,077 | $1M | 0.7% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 49,917 | $1M | 0.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 45,773 | $1M | 0.6% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 45,621 | $1M | 0.6% | 2026-Q2 |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 41,081 | $970K | 0.6% | 2026-Q2 |
| ALERUS FINANCIAL NA trimmed | 32,033 | $756K | 0.4% | 2026-Q2 |
| CM WEALTH ADVISORS LLC new | 29,785 | $703K | 0.4% | 2026-Q2 |
| Bank of New York Mellon Corp added | 27,745 | $655K | 0.4% | 2026-Q2 |
| Informed Momentum Co LLC new | 27,449 | $648K | 0.4% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC trimmed | 23,976 | $566K | 0.3% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 23,466 | $554K | 0.3% | 2026-Q2 |
| MORGAN STANLEY trimmed | 22,578 | $533K | 0.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 20,539 | $485K | 0.3% | 2026-Q2 |
| Bristlecone Value Partners, LLC | 20,000 | $472K | 0.3% | 2026-Q2 |
| Nuveen, LLC | 16,950 | $400K | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 12,012 | $283K | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 11,901 | $281K | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 11,095 | $262K | 0.2% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 8,174 | $193K | 0.1% | 2026-Q2 |
| UBS Group AG added | 7,158 | $169K | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 7,023 | $166K | 0.1% | 2026-Q2 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 5,800 | $137K | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 4,772 | $113K | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC | 4,772 | $113K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 4,222 | $99K | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 3,877 | $91K | 0.1% | 2026-Q2 |
| Vanguard Global Advisers, LLC | 3,873 | $91K | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 3,862 | $91K | 0.1% | 2026-Q2 |
| BARCLAYS PLC trimmed | 3,092 | $73K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC | 2,500 | $59K | 0.0% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND | 2,062 | $49K | 0.0% | 2026-Q2 |
| Police & Firemen's Retirement System of New Jersey | 2,005 | $47K | 0.0% | 2026-Q2 |
| LOM Asset Management Ltd | 2,000 | $47K | 0.0% | 2026-Q2 |
| Versant Capital Management, Inc | 1,606 | $38K | 0.0% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 1,466 | $35K | 0.0% | 2026-Q2 |
| STRS OHIO trimmed | 1,200 | $28K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. | 1,194 | $28K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) trimmed | 1,157 | $27K | 0.0% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1,030 | $24K | 0.0% | 2026-Q2 |
| GAMMA Investing LLC added | 775 | $18K | 0.0% | 2026-Q2 |
| Legal & General Group Plc | 763 | $18K | 0.0% | 2026-Q2 |
| FMR LLC added | 755 | $18K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 714 | $17K | 0.0% | 2026-Q2 |
| Ameritas Investment Partners, Inc. | 640 | $15K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc | 575 | $14K | 0.0% | 2026-Q2 |
| 1620 INVESTMENT ADVISORS, INC. | 293 | $7K | 0.0% | 2026-Q2 |
| Arax Advisory Partners added | 224 | $5K | 0.0% | 2026-Q2 |
| Sterling Capital Management LLC trimmed | 169 | $4K | 0.0% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 114 | $3K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 83 | $2K | 0.0% | 2026-Q2 |
| NISA INVESTMENT ADVISORS, LLC | 69 | $2K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 31 | $732 | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 26 | $614 | 0.0% | 2026-Q2 |
| True Wealth Design, LLC trimmed | 16 | $378 | 0.0% | 2026-Q2 |
| Archer Investment Corp | 10 | $236 | 0.0% | 2026-Q2 |
| Allworth Financial LP added | 8 | $189 | 0.0% | 2026-Q2 |
| Essential Partners LLC trimmed | 5 | $118 | 0.0% | 2026-Q2 |
| EverSource Wealth Advisors, LLC trimmed | 5 | $118 | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 3 | $71 | 0.0% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC added | 2 | $47 | 0.0% | 2026-Q2 |
| HUNTINGTON NATIONAL BANK | 1 | $24 | 0.0% | 2026-Q2 |
| Tieton Capital Management, LLC added | 459,890 | $10M | 6.0% | 2026-Q1 stale (1 quarter behind) |
| LSV ASSET MANAGEMENT trimmed | 47,872 | $1M | 0.6% | 2026-Q1 stale (1 quarter behind) |
| ACADIAN ASSET MANAGEMENT LLC added | 42,893 | $958K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| Hillsdale Investment Management Inc. new | 16,000 | $358K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC trimmed | 14,880 | $333K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| GLOBEFLEX CAPITAL L P | 14,664 | $328K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| STONERIDGE INVESTMENT PARTNERS LLC | 14,506 | $325K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| VANGUARD GROUP INC added | 464,720 | $9M | 5.5% | 2025-Q4 stale (2 quarters behind) |
| GLOBAL VALUE INVESTMENT CORP. added | 309,759 | $6M | 3.7% | 2025-Q3 stale (3 quarters behind) |
| Inspire Advisors, LLC trimmed | 17,987 | $370K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Teton Advisors, Inc. trimmed | 92,690 | $2M | 0.9% | 2025-Q2 stale (4 quarters behind) |
| BAILARD, INC. | 19,152 | $318K | 0.2% | 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.