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Security record · archived quarter

CMBMF

name pending profile ingest

Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024
9Tracked holders
+1Δ holders
1.37MShares held
$1.22MReported value
+1New positions
−0Exits
Strongly Rising 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +12.5% · share flow +16.8% · net new positions +11.1%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q4 2025 16 -2 1.25M $1.81M −2
Q3 2025 9 +1 1.37M $1.22M +1
Q2 2025 6 -1 1.17M $472,946 −1
Q1 2025 5 -1 935.46K $659,989 −1
Q4 2024 6 0 1.02M $660,559 +1 −1
Q3 2024 5 -1 577.95K $1.06M −1
Q2 2024 6 600.86K $1.68M
Holder count
Who holds it · Q3 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Renaissance Technologies 487.99K +70.4% $436,411 0.0% ▲ Add 6 SEC ↗
2 Two Sigma Investments 361.09K -5.6% $322,921 0.0% ▼ Trim 6 SEC ↗
3 The Vanguard Group (passive) 165.87K +3.4% $148,290 0.0% ▲ Add 2 SEC ↗
4 The Vanguard Group (passive) 165.87K +3.4% $148,290 0.0% ▲ Add 2 SEC ↗
5 The Vanguard Group (passive) 165.87K +3.4% $148,290 0.0% ▲ Add 2 SEC ↗
6 BlackRock (passive) 155.28K -9.5% $138,867 0.0% ▼ Trim 2 SEC ↗
7 BlackRock (passive) 155.28K -9.5% $138,867 0.0% ▼ Trim 2 SEC ↗
8 Geode Capital Management (passive) 127.54K +0.5% $114,091 0.0% ▲ Add 6 SEC ↗
9 Geode Capital Management (passive) 127.54K +0.5% $114,091 0.0% ▲ Add 6 SEC ↗
10 State Street Global Advisors (passive) 39.79K 0.0% $35,584 0.0% Held 4 SEC ↗
11 Citadel Advisors 26.99K New $24,136 0.0% New 1 SEC ↗
12 Morgan Stanley 1.19K $1,062 0.0% n/c 1 SEC ↗
13 JPMorgan Chase 1.07K $960 0.0% n/c 1 SEC ↗
14 JPMorgan Chase 1.07K $960 0.0% n/c 1 SEC ↗
15 JPMorgan Chase 1.07K $960 0.0% n/c 1 SEC ↗
16 JPMorgan Chase 1.07K $960 0.0% n/c 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Citadel Advisors $24,136 0.0%

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 4 holders, 29.30K shares, $2,027 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: Q3 2025 · Methodology · Get this via the API