Who owns COMB
Which tracked institutional funds hold COMB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See COMB company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 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 COMB is one-sided between 2026-Q1 and 2026-Q2: 2 added or opened and 11 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
COMB’s largest tracked holder by dollar value, Empowered Funds, LLC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in COMB 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 34 tracked filers holding COMB, 11 increased or opened the position and 23 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 COMB 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
- Nuveen, LLC$952K
Full exits 6
- Empowered Funds, LLC$26M
- Betterment LLC$21M
- One Degree Advisors Inc$6M
- APPLETON PARTNERS INC/MA$5M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$922K
- Brooklyn Investment Group$855K
Largest adds
- Beacon Harbor Wealth Advisors, Inc.$2M
Largest trims
- Resonant Capital Advisors, LLC$1M
- ROYAL BANK OF CANADA$1M
- LPL Financial LLC$549K
- AMERICAN FINANCIAL & TAX STRATEGIES INC$502K
- Inscription Capital, LLC$487K
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 |
|---|---|---|---|---|
| Resonant Capital Advisors, LLC added | 948,893 | $23M | 17.8% | 2026-Q2 |
| Beacon Harbor Wealth Advisors, Inc. added | 582,845 | $15M | 11.8% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 352,744 | $8M | 6.6% | 2026-Q2 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC trimmed | 219,667 | $5M | 4.1% | 2026-Q2 |
| Inscription Capital, LLC trimmed | 81,711 | $2M | 1.5% | 2026-Q2 |
| Prospect Financial Group LLC trimmed | 74,015 | $2M | 1.4% | 2026-Q2 |
| Evolution Wealth Advisors, LLC | 56,255 | $1M | 1.1% | 2026-Q2 |
| Vise Technologies, Inc. trimmed | 42,753 | $1M | 0.8% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 41,800 | $1M | 0.8% | 2026-Q2 |
| Cresset Asset Management, LLC | 40,268 | $970K | 0.8% | 2026-Q2 |
| Nuveen, LLC new | 39,536 | $952K | 0.7% | 2026-Q2 |
| Comprehensive Money Management Services LLC trimmed | 30,788 | $741K | 0.6% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 27,779 | $669K | 0.5% | 2026-Q2 |
| LPL Financial LLC trimmed | 21,157 | $509K | 0.4% | 2026-Q2 |
| WCG Wealth Advisors LLC trimmed | 18,211 | $439K | 0.3% | 2026-Q2 |
| IFP Advisors, Inc added | 17,935 | $432K | 0.3% | 2026-Q2 |
| Financial Enhancement Group LLC new | 14,752 | $355K | 0.3% | 2026-Q2 |
| Focus Partners Wealth trimmed | 13,494 | $325K | 0.3% | 2026-Q2 |
| Arete Wealth Advisors, LLC new | 12,404 | $299K | 0.2% | 2026-Q2 |
| Braun-Bostich & Associates Inc. trimmed | 8,865 | $213K | 0.2% | 2026-Q2 |
| US BANCORP \DE\ trimmed | 4,734 | $114K | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 4,444 | $107K | 0.1% | 2026-Q2 |
| Pacific Center for Financial Services | 2,665 | $64K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC | 1,000 | $24K | 0.0% | 2026-Q2 |
| Allworth Financial LP | 554 | $13K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC | 263 | $6K | 0.0% | 2026-Q2 |
| ASSETMARK, INC | 215 | $5K | 0.0% | 2026-Q2 |
| MCF Advisors LLC | 200 | $5K | 0.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. | 190 | $5K | 0.0% | 2026-Q2 |
| Arax Advisory Partners added | 60 | $1K | 0.0% | 2026-Q2 |
| Geneos Wealth Management Inc. | 55 | $1K | 0.0% | 2026-Q2 |
| Blue Trust, Inc. | 11 | $265 | 0.0% | 2026-Q2 |
| MORGAN STANLEY added | 2 | $52 | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN | 0 | $11 | 0.0% | 2026-Q2 |
| Empowered Funds, LLC added | 1,005,490 | $26M | 20.6% | 2026-Q1 stale (1 quarter behind) |
| Betterment LLC added | 787,955 | $21M | 16.1% | 2026-Q1 stale (1 quarter behind) |
| One Degree Advisors Inc added | 232,173 | $6M | 4.8% | 2026-Q1 stale (1 quarter behind) |
| APPLETON PARTNERS INC/MA added | 179,249 | $5M | 3.7% | 2026-Q1 stale (1 quarter behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 35,095 | $922K | 0.7% | 2026-Q1 stale (1 quarter behind) |
| Brooklyn Investment Group added | 32,546 | $855K | 0.7% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC added | 10,600 | $278K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Janney Montgomery Scott LLC trimmed | 10,018 | $263K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| DMC Group, LLC new | 8,710 | $229K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new | 2,547 | $67K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| FIFTH THIRD BANCORP new | 1,177 | $31K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Guardian Partners Inc. added | 53,563 | $1M | 0.9% | 2025-Q3 stale (3 quarters behind) |
| BANK OF AMERICA CORP /DE/ | 4,005 | $87K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Accredited Wealth Management, LLC trimmed | 100 | $17K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Creekmur Asset Management LLC | 406 | $9K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| UBS Group AG trimmed | 98 | $2K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| FSA Wealth Management LLC | 64 | $1K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Bear Mountain Capital, Inc. new | 53 | $1K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| MJT & Associates Financial Advisory Group, Inc. trimmed | 26 | $567 | 0.0% | 2025-Q3 stale (3 quarters behind) |
| FLOW TRADERS U.S. LLC added | 61,156 | $1M | 1.0% | 2025-Q2 stale (4 quarters behind) |
| RAYMOND JAMES FINANCIAL INC new | 967 | $20K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| AE Wealth Management LLC new | 362 | $8K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 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.