Who owns COSO (COSO)
Which tracked institutional funds hold COSO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See COSO 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 COSO while 8 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
COSO’s largest tracked holder by dollar value, Patriot Financial Partners GP II, L.P., sizes it at 7.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 7.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in COSO 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 82 tracked filers holding COSO, 60 increased or opened the position and 18 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
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 COSO 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 7
- VANGUARD CAPITAL MANAGEMENT LLC$10M
- TWO SIGMA INVESTMENTS, LP$2M
- VANGUARD PORTFOLIO MANAGEMENT LLC$1M
- VANGUARD FIDUCIARY TRUST CO$1M
- AQR CAPITAL MANAGEMENT LLC$1M
- Trexquant Investment LP$739K
Full exits 3
- Azora Capital LP$7M
- VANGUARD GROUP INC$5M
- CITADEL ADVISORS LLC$966K
Largest adds
- Patriot Financial Partners GP II, L.P.$12M
- Fourthstone LLC$5M
- BlackRock, Inc.$5M
- STATE STREET CORP$2M
- MENDON CAPITAL ADVISORS CORP$2M
- Curi Capital, LLC$2M
Largest trims
- EJF Capital LP$17M
- ENDEAVOUR CAPITAL ADVISORS INC$2M
- MARSHALL WACE, LLP$639K
- ALLIANCEBERNSTEIN L.P.$631K
- UBS Group AG$508K
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 |
|---|---|---|---|---|
| Patriot Financial Partners GP II, L.P. added | 1,159,211 | $29M | 14.3% | 2026-Q1 |
| Fourthstone LLC added | 1,100,504 | $27M | 13.6% | 2026-Q1 |
| BlackRock, Inc. added | 492,033 | $12M | 6.1% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 406,427 | $10M | 5.0% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 397,573 | $9M | 4.6% | 2026-Q1 |
| Berkeley Capital Partners, LLC trimmed | 360,562 | $9M | 4.4% | 2026-Q1 |
| MENDON CAPITAL ADVISORS CORP added | 329,743 | $8M | 4.1% | 2026-Q1 |
| North Reef Capital Management LP added | 320,982 | $8M | 4.0% | 2026-Q1 |
| Curi Capital, LLC added | 302,951 | $7M | 3.7% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 258,139 | $6M | 3.2% | 2026-Q1 |
| ENDEAVOUR CAPITAL ADVISORS INC trimmed | 241,595 | $6M | 3.0% | 2026-Q1 |
| EJF Capital LP trimmed | 192,676 | $5M | 2.4% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 191,250 | $5M | 2.4% | 2026-Q1 |
| STATE STREET CORP added | 126,440 | $3M | 1.6% | 2026-Q1 |
| RAFFLES ASSOCIATES LP | 121,281 | $3M | 1.5% | 2026-Q1 |
| KLCM Advisors, Inc. | 107,617 | $3M | 1.3% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP new | 100,055 | $2M | 1.2% | 2026-Q1 |
| Bleakley Financial Group, LLC added | 88,136 | $2M | 1.1% | 2026-Q1 |
| BANC FUNDS CO LLC | 85,715 | $2M | 1.1% | 2026-Q1 |
| FIRST MANHATTAN CO. LLC. | 77,638 | $2M | 1.0% | 2026-Q1 |
| Elizabeth Park Capital Advisors, Ltd. | 75,740 | $2M | 0.9% | 2026-Q1 |
| ACADIAN ASSET MANAGEMENT LLC added | 72,739 | $2M | 0.9% | 2026-Q1 |
| NORTHERN TRUST CORP added | 64,439 | $2M | 0.8% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 53,429 | $1M | 0.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 53,224 | $1M | 0.7% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC new | 44,630 | $1M | 0.5% | 2026-Q1 |
| KENNEDY CAPITAL MANAGEMENT LLC added | 44,487 | $1M | 0.5% | 2026-Q1 |
| Nuveen, LLC added | 39,464 | $970K | 0.5% | 2026-Q1 |
| HB Wealth Management, LLC added | 38,643 | $950K | 0.5% | 2026-Q1 |
| SALZHAUER MICHAEL added | 33,046 | $813K | 0.4% | 2026-Q1 |
| Trexquant Investment LP new | 30,072 | $739K | 0.4% | 2026-Q1 |
| MORGAN STANLEY added | 27,948 | $687K | 0.3% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 24,213 | $595K | 0.3% | 2026-Q1 |
| MARSHALL WACE, LLP trimmed | 23,603 | $580K | 0.3% | 2026-Q1 |
| SEI INVESTMENTS CO added | 21,672 | $533K | 0.3% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 21,313 | $524K | 0.3% | 2026-Q1 |
| Bank of New York Mellon Corp added | 20,591 | $506K | 0.3% | 2026-Q1 |
| Ghisallo Capital Management LLC | 20,000 | $492K | 0.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 16,014 | $394K | 0.2% | 2026-Q1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC new | 14,909 | $367K | 0.2% | 2026-Q1 |
| ELCO Management Co., LLC added | 12,031 | $296K | 0.1% | 2026-Q1 |
| FRANKLIN RESOURCES INC new | 10,921 | $269K | 0.1% | 2026-Q1 |
| OCCUDO QUANTITATIVE STRATEGIES LP new | 10,425 | $266K | 0.1% | 2026-Q1 |
| Centiva Capital, LP new | 8,333 | $205K | 0.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 7,765 | $191K | 0.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 6,255 | $154K | 0.1% | 2026-Q1 |
| BARCLAYS PLC trimmed | 5,716 | $141K | 0.1% | 2026-Q1 |
| MetLife Investment Management, LLC new | 5,356 | $132K | 0.1% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 5,351 | $132K | 0.1% | 2026-Q1 |
| Daytona Street Capital LLC | 5,000 | $125K | 0.1% | 2026-Q1 |
| EverSource Wealth Advisors, LLC added | 6,795 | $120K | 0.1% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 4,306 | $106K | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 3,732 | $91K | 0.0% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 3,403 | $84K | 0.0% | 2026-Q1 |
| UBS Group AG trimmed | 3,149 | $77K | 0.0% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 2,962 | $73K | 0.0% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 2,408 | $59K | 0.0% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND | 1,900 | $47K | 0.0% | 2026-Q1 |
| Police & Firemen's Retirement System of New Jersey | 1,730 | $43K | 0.0% | 2026-Q1 |
| Rockefeller Capital Management L.P. new | 1,602 | $39K | 0.0% | 2026-Q1 |
| Legal & General Group Plc added | 789 | $19K | 0.0% | 2026-Q1 |
| Ameritas Investment Partners, Inc. added | 752 | $18K | 0.0% | 2026-Q1 |
| CWM, LLC added | 618 | $15K | 0.0% | 2026-Q1 |
| Tower Research Capital LLC (TRC) added | 565 | $14K | 0.0% | 2026-Q1 |
| Russell Investments Group, Ltd. | 558 | $14K | 0.0% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 506 | $12K | 0.0% | 2026-Q1 |
| CITIGROUP INC added | 432 | $11K | 0.0% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 276 | $7K | 0.0% | 2026-Q1 |
| Sterling Capital Management LLC trimmed | 272 | $7K | 0.0% | 2026-Q1 |
| GAMMA Investing LLC added | 119 | $3K | 0.0% | 2026-Q1 |
| MAI Capital Management added | 80 | $2K | 0.0% | 2026-Q1 |
| Covestor Ltd trimmed | 21 | $1K | 0.0% | 2026-Q1 |
| ROTHSCHILD INVESTMENT LLC new | 32 | $787 | 0.0% | 2026-Q1 |
| Arax Advisory Partners new | 28 | $689 | 0.0% | 2026-Q1 |
| Allworth Financial LP new | 22 | $541 | 0.0% | 2026-Q1 |
| IFP Advisors, Inc | 20 | $492 | 0.0% | 2026-Q1 |
| Root Financial Partners, LLC new | 17 | $418 | 0.0% | 2026-Q1 |
| Essential Partners LLC added | 11 | $270 | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC new | 3 | $74 | 0.0% | 2026-Q1 |
| True Wealth Design, LLC new | 2 | $50 | 0.0% | 2026-Q1 |
| FMR LLC | 2 | $49 | 0.0% | 2026-Q1 |
| Sunbelt Securities, Inc. new | 1 | $25 | 0.0% | 2026-Q1 |
| Azora Capital LP trimmed | 308,940 | $7M | 3.6% | 2025-Q4 stale |
| National Philanthropic Trust new | 278,138 | $6M | 3.0% | 2025-Q3 stale |
| VANGUARD GROUP INC added | 234,072 | $5M | 2.7% | 2025-Q4 stale |
| CITADEL ADVISORS LLC new | 41,556 | $966K | 0.5% | 2025-Q4 stale |
| JANE STREET GROUP, LLC new | 12,890 | $300K | 0.2% | 2025-Q4 stale |
| Quadrature Capital Ltd new | 10,373 | $241K | 0.1% | 2025-Q4 stale |
| LOS ANGELES CAPITAL MANAGEMENT LLC new | 4,888 | $104K | 0.1% | 2025-Q4 stale |
| STRS OHIO new | 800 | $17K | 0.0% | 2025-Q3 stale |
| AMALGAMATED BANK added | 172 | $4K | 0.0% | 2025-Q4 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.