Who owns CURB
Which tracked institutional funds hold CURB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CURB company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 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
117 tracked funds added or opened CURB while 41 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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
CURB’s largest tracked holder by dollar value, BlackRock, Inc., 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 CURB more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in CURB 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 258 tracked filers holding CURB, 148 increased or opened the position and 128 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 CURB 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 20
- Jupiter Topco LLC$47M
- Jain Global LLC$36M
- Conversant Capital LLC$14M
- ELEMENT CAPITAL MANAGEMENT LLC$7M
- BAMCO INC /NY/$6M
- Ghisallo Capital Management LLC$5M
Full exits 28
- T. Rowe Price Investment Management, Inc.$337M
- COHEN & STEERS, INC.$77M
- RUSH ISLAND MANAGEMENT, LP$17M
- JANUS HENDERSON GROUP PLC$12M
- BALYASNY ASSET MANAGEMENT L.P.$11M
- HRT FINANCIAL LP$9M
Largest adds
- BlackRock, Inc.$251M
- GOLDMAN SACHS GROUP INC$85M
- VANGUARD PORTFOLIO MANAGEMENT LLC$46M
- Alyeska Investment Group, L.P.$46M
- DEUTSCHE BANK AG\$42M
- WELLINGTON MANAGEMENT GROUP LLP$39M
Largest trims
- Qube Research & Technologies Ltd$12M
- RENAISSANCE TECHNOLOGIES LLC$6M
- Brookfield Corp /ON/$6M
- Sumitomo Mitsui Trust Group, Inc.$5M
- EverSource Wealth Advisors, LLC$2M
- UBS Group AG$1M
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.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 17,478,234 | $531M | 15.0% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 9,388,833 | $285M | 8.1% | 2026-Q2 |
| STATE STREET CORP added | 5,549,842 | $170M | 4.8% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 5,144,690 | $156M | 4.4% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 4,303,420 | $131M | 3.7% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC trimmed | 4,111,760 | $125M | 3.5% | 2026-Q2 |
| FMR LLC trimmed | 3,749,290 | $114M | 3.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 3,709,673 | $113M | 3.2% | 2026-Q2 |
| Alyeska Investment Group, L.P. added | 3,457,221 | $105M | 3.0% | 2026-Q2 |
| Daiwa Securities Group Inc. trimmed | 3,296,366 | $100M | 2.8% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 2,741,740 | $83M | 2.4% | 2026-Q2 |
| MORGAN STANLEY added | 2,705,757 | $82M | 2.3% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 2,534,262 | $77M | 2.2% | 2026-Q2 |
| GRS Advisors, LLC added | 2,414,069 | $73M | 2.1% | 2026-Q2 |
| WESTWOOD HOLDINGS GROUP INC added | 2,226,686 | $68M | 1.9% | 2026-Q2 |
| Nuveen, LLC added | 2,214,635 | $67M | 1.9% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 2,044,247 | $62M | 1.8% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 1,987,340 | $60M | 1.7% | 2026-Q2 |
| AEW CAPITAL MANAGEMENT L P added | 1,913,410 | $58M | 1.6% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,652,171 | $50M | 1.4% | 2026-Q2 |
| Jupiter Topco LLC new | 1,543,939 | $47M | 1.3% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 1,422,195 | $43M | 1.2% | 2026-Q2 |
| TEACHER RETIREMENT SYSTEM OF TEXAS added | 1,343,529 | $41M | 1.2% | 2026-Q2 |
| NORTHERN TRUST CORP added | 1,257,241 | $38M | 1.1% | 2026-Q2 |
| Heitman Real Estate Securities LLC added | 1,208,438 | $37M | 1.0% | 2026-Q2 |
| Jain Global LLC new | 1,188,393 | $36M | 1.0% | 2026-Q2 |
| Land & Buildings Investment Management, LLC added | 1,094,291 | $33M | 0.9% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 1,080,435 | $33M | 0.9% | 2026-Q2 |
| BROWN ADVISORY INC trimmed | 1,069,540 | $33M | 0.9% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 936,701 | $28M | 0.8% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 885,941 | $27M | 0.8% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 816,518 | $25M | 0.7% | 2026-Q2 |
| Aberdeen Group plc added | 816,056 | $25M | 0.7% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 799,761 | $24M | 0.7% | 2026-Q2 |
| BOOTHBAY FUND MANAGEMENT, LLC added | 776,478 | $24M | 0.7% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 755,672 | $24M | 0.7% | 2026-Q2 |
| Bank of New York Mellon Corp added | 751,200 | $23M | 0.6% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 726,005 | $22M | 0.6% | 2026-Q2 |
| Legal & General Group Plc trimmed | 660,376 | $20M | 0.6% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 647,055 | $20M | 0.6% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 604,968 | $18M | 0.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 590,327 | $18M | 0.5% | 2026-Q2 |
| Fisher Asset Management, LLC added | 558,203 | $17M | 0.5% | 2026-Q2 |
| HSBC HOLDINGS PLC trimmed | 527,672 | $16M | 0.5% | 2026-Q2 |
| Invesco Ltd. added | 522,404 | $16M | 0.4% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 502,192 | $15M | 0.4% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 495,293 | $15M | 0.4% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 494,259 | $15M | 0.4% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 474,219 | $10M | 0.3% | 2026-Q2 |
| Conversant Capital LLC trimmed | 474,000 | $14M | 0.4% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 470,177 | $14M | 0.4% | 2026-Q2 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC trimmed | 440,975 | $13M | 0.4% | 2026-Q2 |
| LOOMIS SAYLES & CO L P trimmed | 393,489 | $12M | 0.3% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 383,607 | $12M | 0.3% | 2026-Q2 |
| Public Sector Pension Investment Board trimmed | 333,622 | $10M | 0.3% | 2026-Q2 |
| CITIGROUP INC added | 314,084 | $10M | 0.3% | 2026-Q2 |
| Point72 Asset Management, L.P. trimmed | 289,727 | $9M | 0.2% | 2026-Q2 |
| UBS Group AG trimmed | 250,509 | $8M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 248,958 | $8M | 0.2% | 2026-Q2 |
| ELEMENT CAPITAL MANAGEMENT LLC new | 230,153 | $7M | 0.2% | 2026-Q2 |
| WINTON GROUP Ltd added | 219,012 | $7M | 0.2% | 2026-Q2 |
| TD Asset Management Inc trimmed | 216,932 | $7M | 0.2% | 2026-Q2 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO added | 189,760 | $6M | 0.2% | 2026-Q2 |
| BAMCO INC /NY/ new | 189,643 | $6M | 0.2% | 2026-Q2 |
| Diamond Hill Capital Management, LLC (Investment Advisor) trimmed | 185,900 | $6M | 0.2% | 2026-Q2 |
| Swiss National Bank trimmed | 185,600 | $6M | 0.2% | 2026-Q2 |
| Asset Management One Co., Ltd. trimmed | 183,800 | $6M | 0.2% | 2026-Q2 |
| Squarepoint Ops LLC added | 178,956 | $5M | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 173,900 | $5M | 0.1% | 2026-Q2 |
| PEREGRINE CAPITAL MANAGEMENT LLC trimmed | 170,681 | $5M | 0.1% | 2026-Q2 |
| Ghisallo Capital Management LLC new | 162,074 | $5M | 0.1% | 2026-Q2 |
| GSI Capital Advisors LLC added | 160,019 | $5M | 0.1% | 2026-Q2 |
| Susquehanna Portfolio Strategies, LLC added | 158,264 | $5M | 0.1% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT CO LTD added | 156,820 | $5M | 0.1% | 2026-Q2 |
| CI INVESTMENTS INC. trimmed | 152,766 | $5M | 0.1% | 2026-Q2 |
| SONA ASSET MANAGEMENT (US) LLC new | 150,000 | $5M | 0.1% | 2026-Q2 |
| State of New Jersey Common Pension Fund D trimmed | 149,021 | $5M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 147,389 | $4M | 0.1% | 2026-Q2 |
| STRS OHIO trimmed | 144,700 | $4M | 0.1% | 2026-Q2 |
| OVERSEA-CHINESE BANKING Corp Ltd trimmed | 141,403 | $4M | 0.1% | 2026-Q2 |
| XTX Topco Ltd added | 129,629 | $4M | 0.1% | 2026-Q2 |
| Uniplan Investment Counsel, Inc. | 124,014 | $4M | 0.1% | 2026-Q2 |
| WESTPAC BANKING CORP | 116,447 | $4M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 112,267 | $3M | 0.1% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 103,041 | $3M | 0.1% | 2026-Q2 |
| Hudson Bay Capital Management LP added | 102,074 | $3M | 0.1% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 101,427 | $3M | 0.1% | 2026-Q2 |
| BW Gestao de Investimentos Ltda. new | 100,000 | $3M | 0.1% | 2026-Q2 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS added | 95,160 | $3M | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 92,806 | $3M | 0.1% | 2026-Q2 |
| Jump Financial, LLC added | 91,646 | $3M | 0.1% | 2026-Q2 |
| Vanguard Investments Australia, Ltd. | 88,019 | $3M | 0.1% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC added | 87,892 | $3M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd | 86,813 | $3M | 0.1% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 83,882 | $3M | 0.1% | 2026-Q2 |
| Diametric Capital, LP new | 83,181 | $3M | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 78,362 | $2M | 0.1% | 2026-Q2 |
| Quantbot Technologies LP added | 77,290 | $2M | 0.1% | 2026-Q2 |
| VIRGINIA RETIREMENT SYSTEMS ET Al trimmed | 76,555 | $2M | 0.1% | 2026-Q2 |
| Allianz Asset Management GmbH added | 75,771 | $2M | 0.1% | 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.
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.