Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (CRBN)

134 + Investors. Track Smart Money conviction in CRBN. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +11
Streak
2Q ▲
Buyers last Q
69%

Smart Money Signals — CRBN

Based on 139 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added CRBN than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
139 hedge funds hold CRBN right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding CRBN is almost the same as a year ago (+4 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟢

More buyers than sellers — 69% buying

73 buying33 selling
Last quarter: 73 funds were net buyers (18 opened a brand new position + 55 added to an existing one). Only 33 were sellers (26 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new CRBN position: 17 → 12 → 12 → 18. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 25% medium ■ 14% new
85 out of 139 hedge funds have held CRBN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +31% but shares only +13% — price-driven

Value
+30%
Shares
+13%
Last quarter: the total dollar value of institutional holdings rose +31%, but actual share count only changed +13%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~18 new funds/quarter

19 → 17 → 12 → 12 → 18 new funds/Q
New funds entering each quarter: 17 → 12 → 12 → 18. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 65% veterans vs 19% newcomers

■ 65% veterans ■ 17% 1-2yr ■ 19% new
Entry-cohort mix of 139 holders: 90 (65%) are 2+ year veterans, 23 entered 1–2 years ago, and 26 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 52% AUM from top-100 funds

52% from top-100 AUM funds
24 of 139 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in CRBN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — CRBN

In 2026 Q2, 73 hedge funds were net buyers of CRBN (18 opened a new position, 55 added to an existing one), while 33 reduced or exited (26 trimmed, 7 sold completely) — a 69% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 52% of total institutional value in CRBN is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +11 funds (more new holders than closures). Total institutional holders: 139.

Hedge Fund Ownership: CRBN

How many hedge funds hold CRBN — quarterly history vs. share price
Quarterly hedge fund ownership of CRBN vs. share price

Market Analysis: CRBN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CRBN

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 1 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: CRBN
134 + Investors

Track Smart Money conviction in CRBN. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 134 128 4.69%
13F Shares 3M 3M 8.0%
Total Value $387M $297M 30.58%
New Positions 17 12 +5
Increased Positions 54 33 +21
Closed Positions 11 11 -
Reduced Positions 26 38 -12
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CRBN

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Institutional Holders (2026 Q2)

134 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CRBN. Verified SEC 13F-HR filings.

QUARTER:
Top 25 CRBN holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Investure, LLC 1.66% 104,863 $26.5M
2 BSW Wealth Partners 1.56% 55,343 $14.0M
3 Midwest Financial Partners Investments, Inc. 1.25% 11,929 $3.0M
4 Stonehearth Capital Management, LLC 1.23% 14,252 $3.6M
5 Aspiriant, LLC 0.77% 122,719 $31.0M
6 North Berkeley Wealth Management, LLC 0.34% 3,369 $852K
7 Gould Asset Management LLC /Ca/ 0.34% 8,555 $2.2M
8 Bond & Devick Financial Network, Inc. 0.34% 5,443 $1.4M
9 Allianz Se 0.30% 114,015 $28.8M
10 Plum Street Advisors, LLC 0.30% 3,747 $948K
11 Van Hulzen Asset Management, LLC 0.23% 12,767 $3.2M
12 Westmount Partners, LLC 0.23% 4,067 $1.0M
13 Legacies Wealth LLC 0.22% 1,588 $402K
14 Widmann Financial Services, Inc. 0.16% 1,145 $290K
15 KilterHowling LLC 0.15% 1,294 $327K
16 Ackerman Capital Advisors, LLC 0.15% 2,849 $721K
17 National Philanthropic Trust 0.12% 32,130 $8.1M
18 AlTi Global, Inc. 0.12% 22,274 $5.6M
19 Financial Futures Ltd Liability Co. 0.12% 1,206 $305K
20 Albion Financial Group /Ut 0.11% 7,344 $1.9M
21 Atomic Invest LLC 0.11% 818 $190K
22 Cardinal Point Capital Management ULC 0.10% 6,794 $1.7M
23 Creekside Partners 0.08% 885 $224K
24 Patten Group, Inc. 0.07% 1,803 $456K
25 Ally Invest Advisors Inc. 0.06% 3,918 $991K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Ishares Tr (CRBN)

What does the Smart Money Trend signal show for CRBN?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added CRBN than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CRBN?

More buyers than sellers — 69% buying: Last quarter: 73 funds were net buyers (18 opened a brand new position + 55 added to an existing one). Only 33 were sellers (26 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CRBN holders?

Elite ownership — 52% AUM from top-100 funds: 24 of 139 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in CRBN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held CRBN?

61% of holders stayed for 2+ years: 85 out of 139 hedge funds have held CRBN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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