Who owns COM
Which tracked institutional funds hold COM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See COM company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-21). 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 COM is one-sided between 2026-Q1 and 2026-Q2: 5 added or opened and 20 trimmed or exited — on balance reducing.
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
COM’s largest tracked holder by dollar value, Pitcairn Wealth Advisors LLC, sizes it at 1.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in COM 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 67 tracked filers holding COM, 32 increased or opened the position and 43 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 COM 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
- Encompass More Asset Management$2M
- Compass Financial Group, Inc.$2M
Full exits 9
- HighTower Advisors, LLC$14M
- TriaGen Wealth Management LLC$4M
- Cambridge Investment Research Advisors, Inc.$3M
- Riverbend Wealth Management, LLC$818K
- FLOW TRADERS U.S. LLC$815K
- Foundations Investment Advisors, LLC$789K
Largest adds
- Global View Capital Management LLC$1M
- COMMONWEALTH EQUITY SERVICES, LLC$1M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$551K
Largest trims
- LPL Financial LLC$9M
- Stratos Investment Management, LLC$5M
- Pasadena Private Wealth, LLC$3M
- Pitcairn Wealth Advisors LLC$3M
- JANE STREET GROUP, LLC$2M
- STIFEL FINANCIAL CORP$2M
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 |
|---|---|---|---|---|
| Pitcairn Wealth Advisors LLC trimmed | 450,318 | $15M | 11.2% | 2026-Q2 |
| Pasadena Private Wealth, LLC trimmed | 265,233 | $9M | 6.6% | 2026-Q2 |
| Global View Capital Management LLC added | 175,550 | $6M | 4.4% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 131,283 | $4M | 3.3% | 2026-Q2 |
| Ifrah Financial Services, Inc. trimmed | 117,595 | $4M | 2.9% | 2026-Q2 |
| LPL Financial LLC trimmed | 101,833 | $3M | 2.5% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV added | 95,719 | $3M | 2.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 90,005 | $3M | 2.2% | 2026-Q2 |
| Encompass More Asset Management trimmed | 64,938 | $2M | 1.6% | 2026-Q2 |
| Compass Financial Group, Inc. new | 62,158 | $2M | 1.6% | 2026-Q2 |
| UMB Bank, n.a. | 60,862 | $2M | 1.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 55,180 | $2M | 1.4% | 2026-Q2 |
| IFP Advisors, Inc added | 48,825 | $2M | 1.2% | 2026-Q2 |
| Rooted Wealth Advisors, Inc. added | 46,655 | $2M | 1.2% | 2026-Q2 |
| Essential Partners LLC added | 46,267 | $2M | 1.2% | 2026-Q2 |
| THOR INVESTMENT MANAGEMENT INC /OH/ /ADV trimmed | 40,226 | $1M | 1.0% | 2026-Q2 |
| Avestar Capital, LLC | 37,000 | $1M | 0.9% | 2026-Q2 |
| TD Waterhouse Canada Inc. added | 32,768 | $1M | 0.8% | 2026-Q2 |
| B. Riley Wealth Advisors, Inc. trimmed | 30,705 | $998K | 0.8% | 2026-Q2 |
| MORGAN STANLEY added | 26,822 | $874K | 0.7% | 2026-Q2 |
| Stratos Investment Management, LLC trimmed | 26,374 | $860K | 0.7% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 24,178 | $788K | 0.6% | 2026-Q2 |
| Wealthcare Advisory Partners LLC trimmed | 22,405 | $730K | 0.6% | 2026-Q2 |
| Integrity Advisory Solutions, LLC added | 20,520 | $669K | 0.5% | 2026-Q2 |
| Wilkerson Advisory Group LLC added | 18,641 | $608K | 0.5% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 18,177 | $593K | 0.5% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 16,700 | $544K | 0.4% | 2026-Q2 |
| CVS HEALTH Corp new | 15,000 | $489K | 0.4% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 14,406 | $470K | 0.4% | 2026-Q2 |
| Gen-Wealth Partners Inc trimmed | 12,540 | $409K | 0.3% | 2026-Q2 |
| Envision Financial Transparency, LLC added | 11,936 | $389K | 0.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 11,665 | $380K | 0.3% | 2026-Q2 |
| GWN SECURITIES INC. trimmed | 11,236 | $366K | 0.3% | 2026-Q2 |
| Signal Advisors Wealth, LLC trimmed | 11,207 | $365K | 0.3% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec new | 11,000 | $359K | 0.3% | 2026-Q2 |
| Stratos Wealth Partners, LTD. trimmed | 9,469 | $309K | 0.2% | 2026-Q2 |
| IRON Financial LLC added | 8,682 | $283K | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 7,994 | $261K | 0.2% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 7,316 | $239K | 0.2% | 2026-Q2 |
| NTV Asset Management LLC trimmed | 6,560 | $214K | 0.2% | 2026-Q2 |
| Occidental Asset Management, LLC trimmed | 6,492 | $212K | 0.2% | 2026-Q2 |
| VERUS CAPITAL PARTNERS, LLC trimmed | 6,266 | $204K | 0.2% | 2026-Q2 |
| Brookwood Investment Group LLC trimmed | 6,148 | $200K | 0.2% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 5,550 | $181K | 0.1% | 2026-Q2 |
| Geneos Wealth Management Inc. trimmed | 4,097 | $134K | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 3,364 | $110K | 0.1% | 2026-Q2 |
| SBI Securities Co., Ltd. added | 3,341 | $109K | 0.1% | 2026-Q2 |
| SIMPLEX TRADING, LLC trimmed | 2,822 | $92K | 0.1% | 2026-Q2 |
| Wilmington Savings Fund Society, FSB | 1,400 | $46K | 0.0% | 2026-Q2 |
| Versant Capital Management, Inc | 1,237 | $40K | 0.0% | 2026-Q2 |
| Nvest Wealth Strategies, Inc. trimmed | 1,157 | $38K | 0.0% | 2026-Q2 |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 1,056 | $34K | 0.0% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 985 | $32K | 0.0% | 2026-Q2 |
| TORONTO DOMINION BANK new | 961 | $31K | 0.0% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 577 | $19K | 0.0% | 2026-Q2 |
| Signature Resources Capital Management, LLC new | 455 | $15K | 0.0% | 2026-Q2 |
| Blue Trust, Inc. | 400 | $13K | 0.0% | 2026-Q2 |
| Mosley Wealth Management trimmed | 327 | $11K | 0.0% | 2026-Q2 |
| Qube Research & Technologies Ltd new | 298 | $10K | 0.0% | 2026-Q2 |
| Clearstead Advisors, LLC trimmed | 220 | $7K | 0.0% | 2026-Q2 |
| EverSource Wealth Advisors, LLC added | 66 | $2K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN | 37 | $1K | 0.0% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS new | 30 | $978 | 0.0% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. | 28 | $913 | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO | 13 | $423 | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC | 2 | $69 | 0.0% | 2026-Q2 |
| CoreCap Advisors, LLC added | 1 | $29 | 0.0% | 2026-Q2 |
| HighTower Advisors, LLC added | 414,894 | $14M | 10.7% | 2026-Q1 stale (1 quarter behind) |
| TriaGen Wealth Management LLC trimmed | 115,648 | $4M | 3.0% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 84,316 | $3M | 2.2% | 2026-Q1 stale (1 quarter behind) |
| Riverbend Wealth Management, LLC added | 24,373 | $818K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| FLOW TRADERS U.S. LLC trimmed | 24,289 | $815K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| Foundations Investment Advisors, LLC new | 23,501 | $789K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| CITADEL ADVISORS LLC added | 21,822 | $733K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| BASSO CAPITAL MANAGEMENT, L.P. new | 16,803 | $564K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| PFG Advisors new | 15,726 | $528K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| OPPENHEIMER & CO INC new | 9,238 | $310K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 8,708 | $291K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Lido Advisors, LLC trimmed | 8,310 | $279K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| WESPAC Advisors, LLC new | 6,712 | $225K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| PRIVATE TRUST CO NA new | 6,075 | $204K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Ball & Co Wealth Management Inc. new | 1,183 | $39K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| WBI INVESTMENTS, LLC trimmed | 184,776 | $5M | 4.2% | 2025-Q4 stale (2 quarters behind) |
| Maridea Wealth Management LLC trimmed | 76,837 | $2M | 1.7% | 2025-Q4 stale (2 quarters behind) |
| PETRA FINANCIAL ADVISORS INC trimmed | 51,521 | $2M | 1.2% | 2025-Q4 stale (2 quarters behind) |
| Capital Advisory Group Advisory Services, LLC trimmed | 29,431 | $871K | 0.7% | 2025-Q4 stale (2 quarters behind) |
| Virtu Financial LLC added | 23,927 | $708K | 0.5% | 2025-Q4 stale (2 quarters behind) |
| PITCAIRN CO trimmed | 368,748 | $11M | 8.1% | 2025-Q3 stale (3 quarters behind) |
| VestGen Advisors, LLC trimmed | 24,433 | $702K | 0.5% | 2025-Q3 stale (3 quarters behind) |
| Mach-1 Financial Group, LLC new | 14,445 | $415K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| Lifeworks Advisors, LLC trimmed | 8,542 | $245K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Ameritas Advisory Services, LLC trimmed | 1,824 | $52K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Ancora Advisors LLC | 1,450 | $42K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| MBL Wealth, LLC trimmed | 102,771 | $3M | 2.2% | 2025-Q2 stale (4 quarters behind) |
| Coastal Bridge Advisors, LLC trimmed | 34,156 | $945K | 0.7% | 2025-Q2 stale (4 quarters behind) |
| MML INVESTORS SERVICES, LLC trimmed | 24,942 | $690K | 0.5% | 2025-Q2 stale (4 quarters behind) |
| NewEdge Advisors, LLC trimmed | 20,244 | $560K | 0.4% | 2025-Q2 stale (4 quarters behind) |
| Atria Wealth Solutions, Inc. trimmed | 13,698 | $382K | 0.3% | 2025-Q2 stale (4 quarters behind) |
| BURKE & HERBERT BANK & TRUST CO | 12,050 | $333K | 0.3% | 2025-Q2 stale (4 quarters behind) |
| BKM Wealth Management, LLC added | 10,649 | $295K | 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.