Security record · archived quarter
CBSE
name pending profile ingest
6Tracked holders
0Δ holders
230.33KShares held
$8.96MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +4.2% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 211.36K | +6.5% | $8.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Mercer Global Advisors Inc /Adv | 5.68K | 0.0% | $226,045 | 0.0% | Held | 2 | SEC ↗ |
| 3 | Commonwealth Equity Services, Llc | 5.60K | -45.5% | $223,140 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | HighTower Advisors, LLC | 5.39K | +4.2% | $214,841 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 2.07K | +92.7% | $82,505 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 2.07K | +92.7% | $82,505 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | UBS Group AG | 227 | -41.2% | $9,040 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
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: Q1 2026 ·
Methodology ·
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