Skip to main content Skip to main content
Institutional Ownership · SEC Form 13F

Who owns CRBN (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-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

129
Institutional holders
2,698,666
Shares held (tracked funds)

How the tape is positioned

10 tracked funds added or opened CRBN while 15 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

CRBN’s largest tracked holder by dollar value, Betterment LLC, sizes it at 0.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

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 2025-Q4 and 2026-Q1, across 129 tracked filers holding CRBN, 46 increased or opened the position and 50 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 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 1

  • ALLIANCEBERNSTEIN L.P.$17M

Full exits 1

  • Long Run Wealth Advisors, LLC$1M

Largest adds

  • UBS Group AG$6M
  • ROYAL BANK OF CANADA$2M
  • AMERIPRISE FINANCIAL INC$1M
  • BSW Wealth Partners$1M
  • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$791K
  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$453K

Largest trims

  • Betterment LLC$11M
  • WELLS FARGO & COMPANY/MN$3M
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$3M
  • JPMORGAN CHASE & CO$1M
  • MORGAN STANLEY$1M
  • RAYMOND JAMES FINANCIAL INC$1M

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).

FundSharesReported value% of valueQuarter
Betterment LLC trimmed1,301,436$290M46.9%2026-Q1
MORGAN STANLEY added209,367$47M7.5%2026-Q1
ASPIRIANT, LLC added119,285$27M4.3%2026-Q1
Allianz SE109,015$24M3.9%2026-Q1
BANK OF AMERICA CORP /DE/ added106,335$24M3.8%2026-Q1
Investure, LLC104,151$23M3.8%2026-Q1
ALLIANCEBERNSTEIN L.P. new73,665$17M2.7%2026-Q1
UBS Group AG added67,155$15M2.4%2026-Q1
JPMORGAN CHASE & CO trimmed59,434$13M2.1%2026-Q1
BSW Wealth Partners added47,144$11M1.7%2026-Q1
WELLS FARGO & COMPANY/MN trimmed34,729$8M1.3%2026-Q1
AMERIPRISE FINANCIAL INC added31,967$7M1.2%2026-Q1
National Philanthropic Trust added31,222$7M1.1%2026-Q1
ROYAL BANK OF CANADA added29,627$7M1.1%2026-Q1
BlackRock, Inc. added21,083$5M0.8%2026-Q1
AlTi Global, Inc. trimmed20,229$5M0.7%2026-Q1
COLDSTREAM CAPITAL MANAGEMENT INC18,105$4M0.7%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed16,584$4M0.6%2026-Q1
LPL Financial LLC trimmed15,221$3M0.5%2026-Q1
Stonehearth Capital Management, LLC trimmed14,248$3M0.5%2026-Q1
Wealthfront Advisers LLC trimmed13,957$3M0.5%2026-Q1
Van Hulzen Asset Management, LLC added13,550$3M0.5%2026-Q1
OSAIC HOLDINGS, INC. added12,483$3M0.4%2026-Q1
Midwest Financial Partners Investments, Inc. added11,394$3M0.4%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV added10,632$2M0.4%2026-Q1
GOULD ASSET MANAGEMENT LLC /CA/ trimmed8,720$2M0.3%2026-Q1
JONES FINANCIAL COMPANIES LLLP added8,084$2M0.3%2026-Q1
Gradient Investments LLC trimmed7,834$2M0.3%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed7,699$2M0.3%2026-Q1
Cambridge Investment Research Advisors, Inc. added7,492$2M0.3%2026-Q1
AQR CAPITAL MANAGEMENT LLC7,344$2M0.3%2026-Q1
ALBION FINANCIAL GROUP /UT added7,318$2M0.3%2026-Q1
Creative Planning trimmed7,226$2M0.3%2026-Q1
Cardinal Point Capital Management ULC trimmed6,868$2M0.2%2026-Q1
HighTower Advisors, LLC added5,689$1M0.2%2026-Q1
Bond & Devick Financial Network, Inc. added5,244$1M0.2%2026-Q1
Steward Partners Investment Advisory, LLC added5,183$1M0.2%2026-Q1
NORTHERN TRUST CORP4,995$1M0.2%2026-Q1
Rockefeller Capital Management L.P. added4,962$1M0.2%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added4,894$1M0.2%2026-Q1
Cetera Investment Advisers added4,363$972K0.2%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed4,231$943K0.2%2026-Q1
Westmount Partners, LLC trimmed4,127$920K0.1%2026-Q1
Ally Invest Advisors Inc. added3,938$878K0.1%2026-Q1
FMR LLC trimmed3,903$870K0.1%2026-Q1
Plum Street Advisors, LLC trimmed3,838$855K0.1%2026-Q1
EVERGREEN CAPITAL MANAGEMENT LLC3,566$795K0.1%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added3,564$794K0.1%2026-Q1
North Berkeley Wealth Management, LLC trimmed3,353$747K0.1%2026-Q1
RITHOLTZ WEALTH MANAGEMENT3,299$735K0.1%2026-Q1
Focus Partners Wealth added3,195$712K0.1%2026-Q1
Composition Wealth, LLC trimmed3,051$680K0.1%2026-Q1
Ackerman Capital Advisors, LLC2,849$635K0.1%2026-Q1
Baird Financial Group, Inc. added2,673$596K0.1%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added2,327$519K0.1%2026-Q1
Geneos Wealth Management Inc.2,128$474K0.1%2026-Q1
Clearstead Advisors, LLC1,971$439K0.1%2026-Q1
Relyea Zuckerberg Hanson LLC1,961$437K0.1%2026-Q1
MML INVESTORS SERVICES, LLC trimmed1,951$435K0.1%2026-Q1
UNITED CAPITAL FINANCIAL ADVISORS, LLC1,875$418K0.1%2026-Q1
Golden State Wealth Management, LLC trimmed1,860$414K0.1%2026-Q1
Smartleaf Asset Management LLC trimmed1,908$413K0.1%2026-Q1
Patten Group, Inc. trimmed1,812$404K0.1%2026-Q1
Belpointe Asset Management LLC trimmed1,807$403K0.1%2026-Q1
CERTUITY, LLC1,743$388K0.1%2026-Q1
TD PRIVATE CLIENT WEALTH LLC trimmed1,681$375K0.1%2026-Q1
Farther Finance Advisors, LLC trimmed1,655$373K0.1%2026-Q1
Dougherty Wealth Advisers LLC added1,533$342K0.1%2026-Q1
Cerity Partners LLC1,529$341K0.1%2026-Q1
Financial Futures Ltd Liability Co. added1,519$339K0.1%2026-Q1
GLENMEDE TRUST CO NA trimmed1,396$311K0.1%2026-Q1
KilterHowling LLC added1,372$306K0.0%2026-Q1
Merit Financial Group, LLC1,303$290K0.0%2026-Q1
HALBERT HARGROVE GLOBAL ADVISORS, LLC trimmed1,265$282K0.0%2026-Q1
Laird Norton Wetherby Trust Company, LLC trimmed1,233$275K0.0%2026-Q1
EP Wealth Advisors, LLC trimmed1,190$265K0.0%2026-Q1
CARY STREET PARTNERS FINANCIAL LLC trimmed1,162$259K0.0%2026-Q1
Widmann Financial Services, Inc.1,145$255K0.0%2026-Q1
Kestra Advisory Services, LLC added1,083$241K0.0%2026-Q1
PRUDENTIAL PLC trimmed1,029$229K0.0%2026-Q1
Kraft, Davis & Associates, LLC931$227K0.0%2026-Q1
FIFTH THIRD BANCORP new974$217K0.0%2026-Q1
GOLDMAN SACHS GROUP INC971$216K0.0%2026-Q1
CITADEL ADVISORS LLC added24,819$6M0.9%2025-Q3 stale
Arax Advisory Partners new15,148$3M0.5%2025-Q2 stale
FLOW TRADERS U.S. LLC trimmed12,617$3M0.5%2025-Q3 stale
JANE STREET GROUP, LLC trimmed11,999$3M0.4%2025-Q3 stale
Long Run Wealth Advisors, LLC added4,553$1M0.2%2025-Q4 stale
DOHJ, LLC trimmed3,870$723K0.1%2025-Q2 stale
BRIGHTON JONES LLC2,296$521K0.1%2025-Q3 stale
Monterey Private Wealth, Inc.2,491$476K0.1%2025-Q1 stale
TRANSCEND CAPITAL ADVISORS, LLC1,627$369K0.1%2025-Q3 stale
Glenmede Investment Management, LP trimmed1,417$321K0.1%2025-Q3 stale
Kovitz Investment Group Partners, LLC trimmed1,391$316K0.1%2025-Q3 stale
Modera Wealth Management, LLC new1,466$311K0.1%2025-Q2 stale
TruNorth Capital Management, LLC1,300$300K0.0%2025-Q4 stale
Atria Wealth Solutions, Inc.1,247$238K0.0%2025-Q1 stale
RETIREMENT INCOME SOLUTIONS, INC1,038$235K0.0%2025-Q3 stale
COMERICA BANK trimmed974$225K0.0%2025-Q4 stale
MRA Advisory Group new1,022$216K0.0%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.

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