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-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
21 tracked funds added or opened COM while 9 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
COM’s largest tracked holder by dollar value, Pitcairn Wealth Advisors LLC, sizes it at 1.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.7pp 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 2025-Q4 and 2026-Q1, across 71 tracked filers holding COM, 44 increased or opened the position and 27 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 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 9
- TriaGen Wealth Management LLC$4M
- B. Riley Wealth Advisors, Inc.$1M
- FLOW TRADERS U.S. LLC$815K
- Foundations Investment Advisors, LLC$789K
- CITADEL ADVISORS LLC$733K
- RAYMOND JAMES FINANCIAL INC$680K
Full exits 5
- WBI INVESTMENTS, LLC$5M
- Maridea Wealth Management LLC$2M
- PETRA FINANCIAL ADVISORS INC$2M
- Capital Advisory Group Advisory Services, LLC$871K
- Virtu Financial LLC$708K
Largest adds
- LPL Financial LLC$10M
- Pasadena Private Wealth, LLC$3M
- JANE STREET GROUP, LLC$2M
- HighTower Advisors, LLC$2M
- NATIONS FINANCIAL GROUP INC, /IA/ /ADV$682K
- Avestar Capital, LLC$591K
Largest trims
- Stratos Investment Management, LLC$7M
- Wealthcare Advisory Partners LLC$4M
- COMMONWEALTH EQUITY SERVICES, LLC$757K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$527K
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 | 603,060 | $18M | 11.9% | 2026-Q1 |
| HighTower Advisors, LLC added | 414,894 | $14M | 9.3% | 2026-Q1 |
| LPL Financial LLC added | 358,447 | $12M | 8.0% | 2026-Q1 |
| Pasadena Private Wealth, LLC added | 357,317 | $12M | 8.0% | 2026-Q1 |
| Stratos Investment Management, LLC trimmed | 165,135 | $6M | 3.7% | 2026-Q1 |
| Global View Capital Management LLC added | 130,999 | $4M | 2.9% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 127,787 | $4M | 2.9% | 2026-Q1 |
| Ifrah Financial Services, Inc. trimmed | 118,860 | $4M | 2.7% | 2026-Q1 |
| TriaGen Wealth Management LLC trimmed | 115,648 | $4M | 2.6% | 2026-Q1 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV added | 92,972 | $3M | 2.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 84,316 | $3M | 1.9% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 74,725 | $3M | 1.7% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 68,883 | $2M | 1.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 62,016 | $2M | 1.4% | 2026-Q1 |
| UMB Bank, n.a. | 60,862 | $2M | 1.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 51,074 | $2M | 1.1% | 2026-Q1 |
| IFP Advisors, Inc added | 48,357 | $2M | 1.1% | 2026-Q1 |
| Rooted Wealth Advisors, Inc. added | 40,888 | $1M | 0.9% | 2026-Q1 |
| Essential Partners LLC added | 40,534 | $1M | 0.9% | 2026-Q1 |
| B. Riley Wealth Advisors, Inc. new | 37,219 | $1M | 0.8% | 2026-Q1 |
| Avestar Capital, LLC added | 37,000 | $1M | 0.8% | 2026-Q1 |
| TD Waterhouse Canada Inc. trimmed | 29,149 | $972K | 0.6% | 2026-Q1 |
| MORGAN STANLEY trimmed | 26,820 | $900K | 0.6% | 2026-Q1 |
| Wealthcare Advisory Partners LLC trimmed | 24,897 | $836K | 0.6% | 2026-Q1 |
| Riverbend Wealth Management, LLC added | 24,373 | $818K | 0.5% | 2026-Q1 |
| FLOW TRADERS U.S. LLC trimmed | 24,289 | $815K | 0.5% | 2026-Q1 |
| Foundations Investment Advisors, LLC new | 23,501 | $789K | 0.5% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 21,822 | $733K | 0.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 20,246 | $680K | 0.5% | 2026-Q1 |
| Signal Advisors Wealth, LLC added | 20,066 | $674K | 0.4% | 2026-Q1 |
| Cetera Investment Advisers added | 19,336 | $649K | 0.4% | 2026-Q1 |
| Wilkerson Advisory Group LLC added | 18,525 | $622K | 0.4% | 2026-Q1 |
| Integrity Advisory Solutions, LLC added | 17,233 | $579K | 0.4% | 2026-Q1 |
| BASSO CAPITAL MANAGEMENT, L.P. new | 16,803 | $564K | 0.4% | 2026-Q1 |
| Brookwood Investment Group LLC new | 15,996 | $537K | 0.4% | 2026-Q1 |
| PFG Advisors new | 15,726 | $528K | 0.4% | 2026-Q1 |
| Gen-Wealth Partners Inc trimmed | 13,392 | $450K | 0.3% | 2026-Q1 |
| GWN SECURITIES INC. added | 11,867 | $398K | 0.3% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 10,861 | $365K | 0.2% | 2026-Q1 |
| Stratos Wealth Partners, LTD. trimmed | 10,159 | $341K | 0.2% | 2026-Q1 |
| OPPENHEIMER & CO INC new | 9,238 | $310K | 0.2% | 2026-Q1 |
| Envision Financial Transparency, LLC new | 9,243 | $310K | 0.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 8,708 | $291K | 0.2% | 2026-Q1 |
| IRON Financial LLC trimmed | 8,646 | $290K | 0.2% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 8,410 | $280K | 0.2% | 2026-Q1 |
| Lido Advisors, LLC trimmed | 8,310 | $279K | 0.2% | 2026-Q1 |
| NTV Asset Management LLC trimmed | 8,260 | $277K | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 7,796 | $262K | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 7,053 | $237K | 0.2% | 2026-Q1 |
| WESPAC Advisors, LLC new | 6,712 | $225K | 0.2% | 2026-Q1 |
| PRIVATE TRUST CO NA new | 6,075 | $204K | 0.1% | 2026-Q1 |
| Geneos Wealth Management Inc. | 5,297 | $178K | 0.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 3,166 | $106K | 0.1% | 2026-Q1 |
| SIMPLEX TRADING, LLC added | 2,834 | $95K | 0.1% | 2026-Q1 |
| Nvest Wealth Strategies, Inc. trimmed | 2,499 | $84K | 0.1% | 2026-Q1 |
| SBI Securities Co., Ltd. added | 2,269 | $76K | 0.1% | 2026-Q1 |
| Mosley Wealth Management new | 1,794 | $52K | 0.0% | 2026-Q1 |
| Wilmington Savings Fund Society, FSB | 1,400 | $47K | 0.0% | 2026-Q1 |
| Versant Capital Management, Inc | 1,237 | $42K | 0.0% | 2026-Q1 |
| Ball & Co Wealth Management Inc. new | 1,183 | $39K | 0.0% | 2026-Q1 |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 1,056 | $35K | 0.0% | 2026-Q1 |
| HIGHLINE WEALTH PARTNERS LLC new | 700 | $23K | 0.0% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 572 | $19K | 0.0% | 2026-Q1 |
| Clearstead Advisors, LLC added | 456 | $15K | 0.0% | 2026-Q1 |
| UBS Group AG trimmed | 431 | $14K | 0.0% | 2026-Q1 |
| Blue Trust, Inc. | 400 | $13K | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 37 | $1K | 0.0% | 2026-Q1 |
| EverSource Wealth Advisors, LLC trimmed | 15 | $1K | 0.0% | 2026-Q1 |
| DHJJ Financial Advisors, Ltd. | 28 | $940 | 0.0% | 2026-Q1 |
| PITCAIRN CO trimmed | 368,748 | $11M | 7.1% | 2025-Q3 stale |
| WBI INVESTMENTS, LLC trimmed | 184,776 | $5M | 3.6% | 2025-Q4 stale |
| MBL Wealth, LLC trimmed | 102,771 | $3M | 1.9% | 2025-Q2 stale |
| Maridea Wealth Management LLC trimmed | 76,837 | $2M | 1.5% | 2025-Q4 stale |
| Encompass More Asset Management trimmed | 73,483 | $2M | 1.4% | 2025-Q1 stale |
| PETRA FINANCIAL ADVISORS INC trimmed | 51,521 | $2M | 1.0% | 2025-Q4 stale |
| Coastal Bridge Advisors, LLC trimmed | 34,156 | $945K | 0.6% | 2025-Q2 stale |
| Capital Advisory Group Advisory Services, LLC trimmed | 29,431 | $871K | 0.6% | 2025-Q4 stale |
| Advisors Preferred, LLC added | 25,552 | $750K | 0.5% | 2025-Q1 stale |
| Virtu Financial LLC added | 23,927 | $708K | 0.5% | 2025-Q4 stale |
| VestGen Advisors, LLC trimmed | 24,433 | $702K | 0.5% | 2025-Q3 stale |
| MML INVESTORS SERVICES, LLC trimmed | 24,942 | $690K | 0.5% | 2025-Q2 stale |
| NewEdge Advisors, LLC trimmed | 20,244 | $560K | 0.4% | 2025-Q2 stale |
| Mach-1 Financial Group, LLC new | 14,445 | $415K | 0.3% | 2025-Q3 stale |
| Atria Wealth Solutions, Inc. trimmed | 13,698 | $382K | 0.3% | 2025-Q2 stale |
| BURKE & HERBERT BANK & TRUST CO | 12,050 | $333K | 0.2% | 2025-Q2 stale |
| BKM Wealth Management, LLC added | 10,649 | $295K | 0.2% | 2025-Q2 stale |
| Lifeworks Advisors, LLC trimmed | 8,542 | $245K | 0.2% | 2025-Q3 stale |
| VERUS CAPITAL PARTNERS, LLC | 8,266 | $245K | 0.2% | 2025-Q4 stale |
| LANDMARK WEALTH MANAGEMENT, INC. trimmed | 7,222 | $212K | 0.1% | 2025-Q1 stale |
| NATIONAL BANK OF CANADA /FI/ | 7,200 | $211K | 0.1% | 2025-Q1 stale |
| GeoWealth Management, LLC trimmed | 1,946 | $57K | 0.0% | 2025-Q1 stale |
| Ameritas Advisory Services, LLC trimmed | 1,824 | $52K | 0.0% | 2025-Q3 stale |
| Ancora Advisors LLC | 1,450 | $42K | 0.0% | 2025-Q3 stale |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP trimmed | 313 | $9K | 0.0% | 2025-Q2 stale |
| CWM, LLC | 234 | $6K | 0.0% | 2025-Q2 stale |
| MAI Capital Management | 150 | $4K | 0.0% | 2025-Q3 stale |
| ASSETMARK, INC | 81 | $2K | 0.0% | 2025-Q1 stale |
| North Star Investment Management Corp. | 60 | $2K | 0.0% | 2025-Q3 stale |
| Motiv8 Investments LLC new | 25 | $1K | 0.0% | 2025-Q4 stale |
| US BANCORP \DE\ trimmed | 17 | $470 | 0.0% | 2025-Q2 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.