Security record
CBSE
name pending profile ingest
5Tracked holders
0Δ holders
212.44KShares held
$10.97MReported value
+1New positions
−2Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -5.6% · net new positions -20.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 191.88K | -9.2% | $9.89M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Royal Bank Of Canada | 14.05K | New | $736,000 | 0.0% | New | 1 | SEC ↗ |
| 3 | Commonwealth Equity Services, Llc | 4.50K | -19.6% | $235,830 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 1.92K | -7.4% | $100,422 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 1.92K | -7.4% | $100,422 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | UBS Group AG | 89 | -60.8% | $4,660 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Royal Bank Of Canada | $736,000 | 0.0% |
Exited
| Mercer Global Advisors Inc… | $226,045 | was 0.0% |
| HighTower Advisors, LLC | $214,841 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 8 holders, 294.31K shares, $11.72M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
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