Institutional Holders (2026 Q1)
9 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CBTO. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Ankerstar Wealth, LLC | 0.50% | 23,836 | $478K |
| 2 | Noble Wealth Management PBC | 0.04% | 3,800 | $76K |
| 3 | Orion Porfolio Solutions, LLC | 0.01% | 55,564 | $1.1M |
| 4 | Calamos Wealth Management LLC | 0.01% | 11,432 | $229K |
| 5 | Calamos Advisors LLC | 0.00% | 49,635 | $995K |
| 6 | Sound Income Strategies, LLC | 0.00% | 2,425 | $49K |
| 7 | IFP Advisors, Inc | 0.00% | 5,595 | $112K |
| 8 | HARBOUR INVESTMENTS, INC. | 0.00% | 4,287 | $86K |
| 9 | GUARDIAN WEALTH ADVISORS, LLC / NC | 0.00% | 160 | $3K |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.00% | 39,441 | $791K |
| 11 | Aptus Capital Advisors, LLC | 0.00% | 160 | $3K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|