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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Betterment LLC trimmed | 1,301,436 | $290M | 46.9% | 2026-Q1 |
| MORGAN STANLEY added | 209,367 | $47M | 7.5% | 2026-Q1 |
| ASPIRIANT, LLC added | 119,285 | $27M | 4.3% | 2026-Q1 |
| Allianz SE | 109,015 | $24M | 3.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 106,335 | $24M | 3.8% | 2026-Q1 |
| Investure, LLC | 104,151 | $23M | 3.8% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. new | 73,665 | $17M | 2.7% | 2026-Q1 |
| UBS Group AG added | 67,155 | $15M | 2.4% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 59,434 | $13M | 2.1% | 2026-Q1 |
| BSW Wealth Partners added | 47,144 | $11M | 1.7% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 34,729 | $8M | 1.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 31,967 | $7M | 1.2% | 2026-Q1 |
| National Philanthropic Trust added | 31,222 | $7M | 1.1% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 29,627 | $7M | 1.1% | 2026-Q1 |
| BlackRock, Inc. added | 21,083 | $5M | 0.8% | 2026-Q1 |
| AlTi Global, Inc. trimmed | 20,229 | $5M | 0.7% | 2026-Q1 |
| COLDSTREAM CAPITAL MANAGEMENT INC | 18,105 | $4M | 0.7% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 16,584 | $4M | 0.6% | 2026-Q1 |
| LPL Financial LLC trimmed | 15,221 | $3M | 0.5% | 2026-Q1 |
| Stonehearth Capital Management, LLC trimmed | 14,248 | $3M | 0.5% | 2026-Q1 |
| Wealthfront Advisers LLC trimmed | 13,957 | $3M | 0.5% | 2026-Q1 |
| Van Hulzen Asset Management, LLC added | 13,550 | $3M | 0.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 12,483 | $3M | 0.4% | 2026-Q1 |
| Midwest Financial Partners Investments, Inc. added | 11,394 | $3M | 0.4% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 10,632 | $2M | 0.4% | 2026-Q1 |
| GOULD ASSET MANAGEMENT LLC /CA/ trimmed | 8,720 | $2M | 0.3% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 8,084 | $2M | 0.3% | 2026-Q1 |
| Gradient Investments LLC trimmed | 7,834 | $2M | 0.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 7,699 | $2M | 0.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 7,492 | $2M | 0.3% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC | 7,344 | $2M | 0.3% | 2026-Q1 |
| ALBION FINANCIAL GROUP /UT added | 7,318 | $2M | 0.3% | 2026-Q1 |
| Creative Planning trimmed | 7,226 | $2M | 0.3% | 2026-Q1 |
| Cardinal Point Capital Management ULC trimmed | 6,868 | $2M | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC added | 5,689 | $1M | 0.2% | 2026-Q1 |
| Bond & Devick Financial Network, Inc. added | 5,244 | $1M | 0.2% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 5,183 | $1M | 0.2% | 2026-Q1 |
| NORTHERN TRUST CORP | 4,995 | $1M | 0.2% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 4,962 | $1M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 4,894 | $1M | 0.2% | 2026-Q1 |
| Cetera Investment Advisers added | 4,363 | $972K | 0.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 4,231 | $943K | 0.2% | 2026-Q1 |
| Westmount Partners, LLC trimmed | 4,127 | $920K | 0.1% | 2026-Q1 |
| Ally Invest Advisors Inc. added | 3,938 | $878K | 0.1% | 2026-Q1 |
| FMR LLC trimmed | 3,903 | $870K | 0.1% | 2026-Q1 |
| Plum Street Advisors, LLC trimmed | 3,838 | $855K | 0.1% | 2026-Q1 |
| EVERGREEN CAPITAL MANAGEMENT LLC | 3,566 | $795K | 0.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 3,564 | $794K | 0.1% | 2026-Q1 |
| North Berkeley Wealth Management, LLC trimmed | 3,353 | $747K | 0.1% | 2026-Q1 |
| RITHOLTZ WEALTH MANAGEMENT | 3,299 | $735K | 0.1% | 2026-Q1 |
| Focus Partners Wealth added | 3,195 | $712K | 0.1% | 2026-Q1 |
| Composition Wealth, LLC trimmed | 3,051 | $680K | 0.1% | 2026-Q1 |
| Ackerman Capital Advisors, LLC | 2,849 | $635K | 0.1% | 2026-Q1 |
| Baird Financial Group, Inc. added | 2,673 | $596K | 0.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 2,327 | $519K | 0.1% | 2026-Q1 |
| Geneos Wealth Management Inc. | 2,128 | $474K | 0.1% | 2026-Q1 |
| Clearstead Advisors, LLC | 1,971 | $439K | 0.1% | 2026-Q1 |
| Relyea Zuckerberg Hanson LLC | 1,961 | $437K | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 1,951 | $435K | 0.1% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1,875 | $418K | 0.1% | 2026-Q1 |
| Golden State Wealth Management, LLC trimmed | 1,860 | $414K | 0.1% | 2026-Q1 |
| Smartleaf Asset Management LLC trimmed | 1,908 | $413K | 0.1% | 2026-Q1 |
| Patten Group, Inc. trimmed | 1,812 | $404K | 0.1% | 2026-Q1 |
| Belpointe Asset Management LLC trimmed | 1,807 | $403K | 0.1% | 2026-Q1 |
| CERTUITY, LLC | 1,743 | $388K | 0.1% | 2026-Q1 |
| TD PRIVATE CLIENT WEALTH LLC trimmed | 1,681 | $375K | 0.1% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 1,655 | $373K | 0.1% | 2026-Q1 |
| Dougherty Wealth Advisers LLC added | 1,533 | $342K | 0.1% | 2026-Q1 |
| Cerity Partners LLC | 1,529 | $341K | 0.1% | 2026-Q1 |
| Financial Futures Ltd Liability Co. added | 1,519 | $339K | 0.1% | 2026-Q1 |
| GLENMEDE TRUST CO NA trimmed | 1,396 | $311K | 0.1% | 2026-Q1 |
| KilterHowling LLC added | 1,372 | $306K | 0.0% | 2026-Q1 |
| Merit Financial Group, LLC | 1,303 | $290K | 0.0% | 2026-Q1 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC trimmed | 1,265 | $282K | 0.0% | 2026-Q1 |
| Laird Norton Wetherby Trust Company, LLC trimmed | 1,233 | $275K | 0.0% | 2026-Q1 |
| EP Wealth Advisors, LLC trimmed | 1,190 | $265K | 0.0% | 2026-Q1 |
| CARY STREET PARTNERS FINANCIAL LLC trimmed | 1,162 | $259K | 0.0% | 2026-Q1 |
| Widmann Financial Services, Inc. | 1,145 | $255K | 0.0% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 1,083 | $241K | 0.0% | 2026-Q1 |
| PRUDENTIAL PLC trimmed | 1,029 | $229K | 0.0% | 2026-Q1 |
| Kraft, Davis & Associates, LLC | 931 | $227K | 0.0% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 974 | $217K | 0.0% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC | 971 | $216K | 0.0% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 24,819 | $6M | 0.9% | 2025-Q3 stale |
| Arax Advisory Partners new | 15,148 | $3M | 0.5% | 2025-Q2 stale |
| FLOW TRADERS U.S. LLC trimmed | 12,617 | $3M | 0.5% | 2025-Q3 stale |
| JANE STREET GROUP, LLC trimmed | 11,999 | $3M | 0.4% | 2025-Q3 stale |
| Long Run Wealth Advisors, LLC added | 4,553 | $1M | 0.2% | 2025-Q4 stale |
| DOHJ, LLC trimmed | 3,870 | $723K | 0.1% | 2025-Q2 stale |
| BRIGHTON JONES LLC | 2,296 | $521K | 0.1% | 2025-Q3 stale |
| Monterey Private Wealth, Inc. | 2,491 | $476K | 0.1% | 2025-Q1 stale |
| TRANSCEND CAPITAL ADVISORS, LLC | 1,627 | $369K | 0.1% | 2025-Q3 stale |
| Glenmede Investment Management, LP trimmed | 1,417 | $321K | 0.1% | 2025-Q3 stale |
| Kovitz Investment Group Partners, LLC trimmed | 1,391 | $316K | 0.1% | 2025-Q3 stale |
| Modera Wealth Management, LLC new | 1,466 | $311K | 0.1% | 2025-Q2 stale |
| TruNorth Capital Management, LLC | 1,300 | $300K | 0.0% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. | 1,247 | $238K | 0.0% | 2025-Q1 stale |
| RETIREMENT INCOME SOLUTIONS, INC | 1,038 | $235K | 0.0% | 2025-Q3 stale |
| COMERICA BANK trimmed | 974 | $225K | 0.0% | 2025-Q4 stale |
| MRA Advisory Group new | 1,022 | $216K | 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.