ISH LOW CAR OPT MS AC ETF-US CRBN
$251.49
-0.1% 52w: $198.64 – $256.07
Latest 13F among current holders filed 40 days ago (May 26, 2026)
Price — last 12 months
research preview data198.64227.36256.07
Jun 20, 2025 Jul 2, 2026
Institutional holders
128
+0 QoQ
13F value
$601.3M
+0.1% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
1
Q1 2026
Institutional value by quarter
Number of holders
Who owns CRBN?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Betterment LLC | Wealth advisor | 1.3M | $290.0M | 0.5% | -0.2% |
| MORGAN STANLEY | Bank broker | 209.4K | $46.6M | 0.0% | +0.5% |
| ASPIRIANT, LLC | Wealth advisor | 119.3K | $26.6M | 0.8% | +2.3% |
| Allianz SE | Wealth advisor | 109.0K | $24.3M | 0.3% | Held |
| BANK OF AMERICA CORP /DE/ | Bank broker | 106.3K | $23.7M | 0.0% | +0.5% |
| Investure, LLC | Wealth advisor | 104.2K | $23.2M | 1.1% | Held |
| ALLIANCEBERNSTEIN L.P. | Long only active | 73.7K | $17.0M | 0.0% | New |
| UBS Group AG | Bank broker | 67.2K | $15.0M | 0.0% | +80.1% |
| JPMORGAN CHASE & CO | Bank broker | 59.4K | $12.9M | 0.0% | -4.4% |
| BSW Wealth Partners | Wealth advisor | 47.1K | $10.5M | 1.3% | +19.2% |
| WELLS FARGO & COMPANY/MN | Bank broker | 34.7K | $7.7M | 0.0% | -27.8% |
| AMERIPRISE FINANCIAL INC | Bank broker | 32.0K | $7.1M | 0.0% | +29.3% |
| National Philanthropic Trust | Other | 31.2K | $7.0M | 0.1% | +4.3% |
| ROYAL BANK OF CANADA | Bank broker | 29.6K | $6.6M | 0.0% | +40.6% |
| BlackRock, Inc. | Index provider | 21.1K | $4.7M | 0.0% | +0.5% |
| AlTi Global, Inc. | Wealth advisor | 20.2K | $4.5M | 0.1% | -12.8% |
| COLDSTREAM CAPITAL MANAGEMENT INC | Wealth advisor | 18.1K | $4.0M | 0.1% | Held |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 16.6K | $3.7M | 0.0% | -38.5% |
| LPL Financial LLC | Bank broker | 15.2K | $3.4M | 0.0% | -3.0% |
| Stonehearth Capital Management, LLC | Wealth advisor | 14.2K | $3.2M | 1.3% | -5.3% |
| Wealthfront Advisers LLC | Wealth advisor | 14.0K | $3.1M | 0.0% | -1.1% |
| Van Hulzen Asset Management, LLC | Other | 13.6K | $3.0M | 0.2% | +15.3% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 12.5K | $2.8M | 0.0% | +12.4% |
| Midwest Financial Partners Investments, Inc. | Wealth advisor | 11.4K | $2.5M | 1.3% | +3.7% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 10.6K | $2.4M | 0.0% | +22.3% |
| GOULD ASSET MANAGEMENT LLC /CA/ | Wealth advisor | 8.7K | $1.9M | 0.3% | -7.3% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 8.1K | $1.7M | 0.0% | +16.9% |
| Gradient Investments LLC | Wealth advisor | 7.8K | $1.7M | 0.0% | -1.4% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 7.7K | $1.7M | 0.0% | -17.3% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 7.5K | $1.7M | 0.0% | +24.4% |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 7.3K | $1.6M | 0.0% | Held |
| ALBION FINANCIAL GROUP /UT | Other | 7.3K | $1.6M | 0.1% | +0.5% |
| Creative Planning | Wealth advisor | 7.2K | $1.6M | 0.0% | -17.4% |
| Cardinal Point Capital Management ULC | Wealth advisor | 6.9K | $1.5M | 0.1% | -1.9% |
| HighTower Advisors, LLC | Diversified mechanical | 5.7K | $1.3M | 0.0% | +14.5% |
| Bond & Devick Financial Network, Inc. | Wealth advisor | 5.2K | $1.2M | 0.3% | +2.1% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 5.2K | $1.2M | 0.0% | +0.4% |
| NORTHERN TRUST CORP | Index provider | 5.0K | $1.1M | 0.0% | Held |
| Rockefeller Capital Management L.P. | Diversified mechanical | 5.0K | $1.1M | 0.0% | +5.8% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Bank broker | 4.9K | $1.1M | 0.0% | +276.5% |
| Cetera Investment Advisers | Wealth advisor | 4.4K | $972K | 0.0% | +0.8% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 4.2K | $943K | 0.0% | -50.8% |
| Westmount Partners, LLC | Other | 4.1K | $920K | 0.2% | -1.9% |
| Ally Invest Advisors Inc. | Wealth advisor | 3.9K | $878K | 0.1% | +6.0% |
| FMR LLC | Long only active | 3.9K | $870K | 0.0% | -1.9% |
| Plum Street Advisors, LLC | Wealth advisor | 3.8K | $855K | 0.3% | -18.8% |
| EVERGREEN CAPITAL MANAGEMENT LLC | Diversified mechanical | 3.6K | $795K | 0.0% | Held |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 3.6K | $794K | 0.0% | +3.0% |
| North Berkeley Wealth Management, LLC | Wealth advisor | 3.4K | $747K | 0.4% | -0.9% |
| RITHOLTZ WEALTH MANAGEMENT | Wealth advisor | 3.3K | $735K | 0.0% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.