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Institutional Ownership · SEC Form 13F

Who owns CRBN


Which tracked institutional funds hold CRBN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CRBN company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-24). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

132
Institutional holders
2M
Shares held (tracked funds)

How the tape is positioned

The tracked-fund tape on CRBN is one-sided between 2026-Q1 and 2026-Q2: 27 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

CRBN’s largest tracked holder by dollar value, MORGAN STANLEY, 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 CRBN more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in CRBN 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 132 tracked filers holding CRBN, 68 increased or opened the position and 40 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 CRBN 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

  • JANE STREET GROUP, LLC$3M
  • Arax Advisory Partners$2M

Full exits 4

  • Betterment LLC$290M
  • BlackRock, Inc.$5M
  • Cambridge Investment Research Advisors, Inc.$2M
  • HighTower Advisors, LLC$1M

Largest adds

  • UBS Group AG$27M
  • MORGAN STANLEY$6M
  • ROYAL BANK OF CANADA$6M
  • Allianz SE$5M
  • ASPIRIANT, LLC$4M
  • BSW Wealth Partners$3M

Largest trims

  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$450K

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
MORGAN STANLEY added210,064$53M13.8%2026-Q2
UBS Group AG added165,819$42M10.9%2026-Q2
ASPIRIANT, LLC added122,719$31M8.0%2026-Q2
Allianz SE added114,015$29M7.5%2026-Q2
BANK OF AMERICA CORP /DE/ trimmed105,867$27M6.9%2026-Q2
Investure, LLC added104,863$27M6.9%2026-Q2
ALLIANCEBERNSTEIN L.P. added86,521$19M5.0%2026-Q2
JPMORGAN CHASE & CO trimmed58,149$15M3.8%2026-Q2
BSW Wealth Partners added55,343$14M3.6%2026-Q2
ROYAL BANK OF CANADA added48,746$12M3.2%2026-Q2
WELLS FARGO & COMPANY/MN added35,434$9M2.3%2026-Q2
National Philanthropic Trust added32,130$8M2.1%2026-Q2
AMERIPRISE FINANCIAL INC trimmed30,255$8M2.0%2026-Q2
AlTi Global, Inc. added22,274$6M1.5%2026-Q2
COLDSTREAM CAPITAL MANAGEMENT INC18,105$5M1.2%2026-Q2
LPL Financial LLC added15,622$4M1.0%2026-Q2
MERCER GLOBAL ADVISORS INC /ADV added15,141$4M1.0%2026-Q2
Stonehearth Capital Management, LLC added14,252$4M0.9%2026-Q2
Wealthfront Advisers LLC added14,093$4M0.9%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed12,826$3M0.8%2026-Q2
Van Hulzen Asset Management, LLC trimmed12,767$3M0.8%2026-Q2
JANE STREET GROUP, LLC added12,642$3M0.8%2026-Q2
OSAIC HOLDINGS, INC. added12,618$3M0.8%2026-Q2
Midwest Financial Partners Investments, Inc. added11,929$3M0.8%2026-Q2
JONES FINANCIAL COMPANIES LLLP added8,696$2M0.6%2026-Q2
GOULD ASSET MANAGEMENT LLC /CA/ trimmed8,555$2M0.6%2026-Q2
Gradient Investments LLC added8,150$2M0.5%2026-Q2
ENVESTNET ASSET MANAGEMENT INC added7,967$2M0.5%2026-Q2
AQR CAPITAL MANAGEMENT LLC7,344$2M0.5%2026-Q2
ALBION FINANCIAL GROUP /UT added7,344$2M0.5%2026-Q2
Arax Advisory Partners trimmed7,344$2M0.5%2026-Q2
Creative Planning added7,274$2M0.5%2026-Q2
Cardinal Point Capital Management ULC trimmed6,794$2M0.4%2026-Q2
Bond & Devick Financial Network, Inc. added5,443$1M0.4%2026-Q2
Steward Partners Investment Advisory, LLC added5,201$1M0.3%2026-Q2
Cetera Investment Advisers added5,065$1M0.3%2026-Q2
Rockefeller Capital Management L.P. added5,034$1M0.3%2026-Q2
NORTHERN TRUST CORP4,995$1M0.3%2026-Q2
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC4,894$1M0.3%2026-Q2
Westmount Partners, LLC trimmed4,067$1M0.3%2026-Q2
FMR LLC added3,972$1M0.3%2026-Q2
Ally Invest Advisors Inc. trimmed3,918$991K0.3%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC added3,826$968K0.3%2026-Q2
Plum Street Advisors, LLC trimmed3,747$948K0.2%2026-Q2
EVERGREEN CAPITAL MANAGEMENT LLC3,566$902K0.2%2026-Q2
North Berkeley Wealth Management, LLC added3,369$852K0.2%2026-Q2
Focus Partners Wealth added3,344$846K0.2%2026-Q2
RITHOLTZ WEALTH MANAGEMENT3,299$835K0.2%2026-Q2
RAYMOND JAMES FINANCIAL INC trimmed3,146$796K0.2%2026-Q2
Composition Wealth, LLC added3,079$779K0.2%2026-Q2
Ackerman Capital Advisors, LLC2,849$721K0.2%2026-Q2
Baird Financial Group, Inc.2,673$676K0.2%2026-Q2
MML INVESTORS SERVICES, LLC added2,444$618K0.2%2026-Q2
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added2,354$596K0.2%2026-Q2
Geneos Wealth Management Inc.2,128$538K0.1%2026-Q2
Relyea Zuckerberg Hanson LLC added1,972$499K0.1%2026-Q2
Clearstead Advisors, LLC1,971$499K0.1%2026-Q2
UNITED CAPITAL FINANCIAL ADVISORS, LLC added1,913$484K0.1%2026-Q2
Smartleaf Asset Management LLC1,908$479K0.1%2026-Q2
BRIGHTON JONES LLC trimmed1,837$465K0.1%2026-Q2
Golden State Wealth Management, LLC trimmed1,829$463K0.1%2026-Q2
Patten Group, Inc. trimmed1,803$456K0.1%2026-Q2
CERTUITY, LLC added1,755$444K0.1%2026-Q2
Belpointe Asset Management LLC trimmed1,718$435K0.1%2026-Q2
Farther Finance Advisors, LLC added1,686$427K0.1%2026-Q2
TD PRIVATE CLIENT WEALTH LLC trimmed1,624$411K0.1%2026-Q2
Legacies Wealth LLC added1,588$402K0.1%2026-Q2
Ellenbecker Investment Group new1,472$372K0.1%2026-Q2
Merit Financial Group, LLC added1,421$360K0.1%2026-Q2
Cerity Partners LLC trimmed1,410$357K0.1%2026-Q2
GLENMEDE TRUST CO NA1,396$353K0.1%2026-Q2
KilterHowling LLC trimmed1,294$327K0.1%2026-Q2
HALBERT HARGROVE GLOBAL ADVISORS, LLC1,265$320K0.1%2026-Q2
Kestra Advisory Services, LLC added1,260$319K0.1%2026-Q2
Laird Norton Wetherby Trust Company, LLC1,233$312K0.1%2026-Q2
CARY STREET PARTNERS FINANCIAL LLC added1,224$310K0.1%2026-Q2
Financial Futures Ltd Liability Co. trimmed1,206$305K0.1%2026-Q2
EP Wealth Advisors, LLC trimmed1,175$297K0.1%2026-Q2
Widmann Financial Services, Inc.1,145$290K0.1%2026-Q2
TruNorth Capital Management, LLC trimmed1,003$254K0.1%2026-Q2
FIFTH THIRD BANCORP added989$250K0.1%2026-Q2
GOLDMAN SACHS GROUP INC971$246K0.1%2026-Q2
US BANCORP \DE\960$243K0.1%2026-Q2
Kraft, Davis & Associates, LLC added932$234K0.1%2026-Q2
Mandatum Life Insurance Co Ltd925$234K0.1%2026-Q2
One Capital Management, LLC909$203K0.1%2026-Q2
Creekside Partners trimmed885$224K0.1%2026-Q2
&PARTNERS trimmed879$222K0.1%2026-Q2
Mariner, LLC new844$213K0.1%2026-Q2
HARBOUR INVESTMENTS, INC. added827$209K0.1%2026-Q2
NOTTINGHAM ADVISORS, INC. trimmed823$205K0.1%2026-Q2
HOWARD FINANCIAL SERVICES, LTD. trimmed806$204K0.1%2026-Q2
AdvisorNet Financial, Inc added752$190K0.0%2026-Q2
BANK OF MONTREAL /CAN/ added634$160K0.0%2026-Q2
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM523$132K0.0%2026-Q2
Meramec Financial Planners, LLC added444$111K0.0%2026-Q2
PRUDENTIAL PLC trimmed439$111K0.0%2026-Q2
WHITTIER TRUST CO OF NEVADA INC391$99K0.0%2026-Q2
Investors Research Corp362$92K0.0%2026-Q2
PROFFITT & GOODSON INC trimmed353$89K0.0%2026-Q2

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.

HoldersTotal shares

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.

Learn how to read institutional ownership