% of shares outstanding is not shown for CRBN: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for CRBN in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| Betterment LLC | 1.3M | 1.3M | 1.3M | 1.3M | 1.3M | 1.3M | $290M |
| MORGAN STANLEY | 195K | 196K | 202K | 204K | 208K | 209K | $47M |
| ASPIRIANT, LLC | 106K | 113K | 114K | 115K | 117K | 119K | $27M |
| Allianz SE | 103K | 103K | 99K | 103K | 109K | 109K | $24M |
| BANK OF AMERICA CORP /DE/ | 128K | 127K | 110K | 109K | 106K | 106K | $24M |
| Investure, LLC | 102K | 102K | 103K | 103K | 104K | 104K | $23M |
| ALLIANCEBERNSTEIN L.P. | — | — | — | — | — | 74K | $17M |
| UBS Group AG | 42K | 42K | 41K | 40K | 37K | 67K | $15M |
| JPMORGAN CHASE & CO | 73K | 71K | 71K | 133K | 62K | 59K | $13M |
| BSW Wealth Partners | 25K | 25K | 28K | 30K | 40K | 47K | $11M |
| WELLS FARGO & COMPANY/MN | 2K | 18K | 37K | 44K | 48K | 35K | $8M |
| AMERIPRISE FINANCIAL INC | 25K | 25K | 25K | 25K | 25K | 32K | $7M |
| National Philanthropic Trust | 32K | 26K | 36K | 25K | 30K | 31K | $7M |
| ROYAL BANK OF CANADA | 11K | 12K | 25K | 11K | 21K | 30K | $7M |
| BlackRock, Inc. | 2K | 13K | 13K | 13K | 21K | 21K | $5M |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | +73,665 | $16M | OPEN |
| UBS Group AG | +29,875 | $7M | ADD |
| ROYAL BANK OF CANADA | +8,557 | $2M | ADD |
| BSW Wealth Partners | +7,602 | $2M | ADD |
| AMERIPRISE FINANCIAL INC | +7,251 | $2M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| WELLS FARGO & COMPANY/MN | −13,394 | $3M | TRIM |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | −10,399 | $2M | TRIM |
| Long Run Wealth Advisors, LLC | −4,553 | $1M | CLOSE |
| RAYMOND JAMES FINANCIAL INC | −4,368 | $973,225 | TRIM |
| AlTi Global, Inc. | −2,971 | $661,963 | TRIM |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 129 | 2,708,656 | — | $601M |
| 2025-Q4 | 128 | 2,615,009 | — | $601M |
| 2025-Q3 | 138 | 2,657,182 | — | $601M |
| 2025-Q2 | 137 | 2,629,463 | — | $555M |
| 2025-Q1 | 124 | 2,605,296 | — | $498M |
| 2024-Q4 | 127 | 2,616,474 | — | $507M |
| 2024-Q3 | 121 | 2,724,508 | — | $534M |
| 2024-Q2 | 118 | 2,654,822 | — | $487M |
| 2024-Q1 | 117 | 3,027,643 | — | $543M |
| 2023-Q4 | 112 | 2,729,074 | — | $452M |
| 2023-Q3 | 109 | 2,554,054 | — | $384M |
| 2023-Q2 | 105 | 2,539,113 | — | $397M |
| 2023-Q1 | 102 | 2,538,277 | — | $375M |
| 2022-Q4 | 110 | 2,403,519 | — | $332M |
| 2022-Q3 | 109 | 2,357,546 | — | $310M |
| 2022-Q2 | 121 | 3,313,410 | — | $453M |
| 2022-Q1 | 122 | 3,447,518 | — | $563M |
| 2021-Q4 | 131 | 4,190,628 | — | $729M |
| 2021-Q3 | 113 | 2,417,348 | — | $397M |
| 2021-Q2 | 109 | 2,081,534 | — | $345M |
| 2021-Q1 | 102 | 1,961,201 | — | $306M |
| 2020-Q4 | 89 | 1,487,367 | — | $221M |
| 2020-Q3 | 78 | 1,053,714 | — | $138M |
| 2020-Q2 | 80 | 1,039,885 | — | $126M |
| 2020-Q1 | 81 | 1,096,793 | — | $105M |
| 2019-Q4 | 81 | 1,067,048 | — | $138M |
| 2019-Q3 | 69 | 1,346,961 | — | $162M |
| 2019-Q2 | 59 | 1,230,526 | — | $151M |
| 2019-Q1 | 57 | 1,213,266 | — | $141M |
| 2018-Q4 | 56 | 1,181,983 | — | $121M |
| 2018-Q3 | 58 | 1,200,245 | — | $144M |
| 2018-Q2 | 48 | 1,209,426 | — | $139M |
| 2018-Q1 | 53 | 1,048,687 | — | $122M |
| 2017-Q4 | 37 | 923,558 | — | $108M |
| 2017-Q3 | 32 | 896,213 | — | $101M |
| 2017-Q2 | 25 | 646,603 | — | $70M |
| 2017-Q1 | 23 | 576,617 | — | $60M |
| 2016-Q4 | 20 | 499,677 | — | $48M |
| 2016-Q3 | 19 | 442,549 | — | $43M |
| 2016-Q2 | 16 | 376,063 | — | $35M |
| 2016-Q1 | 13 | 348,471 | — | $32M |
| 2015-Q4 | 11 | 355,053 | — | $33M |
| 2015-Q3 | 9 | 567,174 | — | $50M |
| 2015-Q2 | 9 | 529,852 | — | $52M |
| 2015-Q1 | 6 | 147,148 | — | $14M |
| 2014-Q4 | 2 | 123,402 | — | $12M |
