CRBN Institutional Ownership
iShares Low Carbon Optimized MSCI ACWI ETF
1W: -0.6%
1M: -0.2%
3M: +1.3%
YTD: +11.1%
1Y: +14.8%
3Y: +82.0%
5Y: +66.9%
$257.79
+2.15 (+0.84%)
Weekly Expected Move ±1.7%
$249
$253
$258
$262
$267
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — CRBN
146
Institutional Holders
+6 vs prior quarter
0.0%
Ownership
+0.00pp
391M
Total Invested
15
New Positions
56
Increased
34
Reduced
6
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (151 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Betterment LLC | 1,306,320 | $337M | +4,884 | +0.4% | 23Q | SEC ↗ |
| 2 | MORGAN STANLEY | 210,064 | $54M | +697 | +0.3% | 47Q | SEC ↗ |
| 3 | UBS Group AG | 165,819 | $43M | +98,664 | +146.9% | 46Q | SEC ↗ |
| 4 | ASPIRIANT, LLC | 122,719 | $32M | +3,434 | +2.9% | 25Q | SEC ↗ |
| 5 | Allianz SE | 114,015 | $29M | +5,000 | +4.6% | 10Q | SEC ↗ |
| 6 | BANK OF AMERICA CORP /DE | 105,867 | $27M | -468 | -0.4% | 15Q | SEC ↗ |
| 7 | Investure, LLC | 104,863 | $27M | +712 | +0.7% | 45Q | SEC ↗ |
| 8 | ALLIANCEBERNSTEIN L.P. | 86,521 | $22M | +12,856 | +17.5% | 2Q | SEC ↗ |
| 9 | JPMORGAN CHASE & CO | 58,149 | $15M | -1,285 | -2.2% | 43Q | SEC ↗ |
| 10 | BSW Wealth Partners | 55,343 | $14M | +8,199 | +17.4% | 31Q | SEC ↗ |
| 11 | ROYAL BANK OF CANADA | 48,746 | $13M | +19,119 | +64.5% | 42Q | SEC ↗ |
| 12 | WELLS FARGO & COMPANY/MN | 35,434 | $9M | +705 | +2.0% | 40Q | SEC ↗ |
| 13 | National Philanthropic Trust | 32,130 | $8M | +908 | +2.9% | 11Q | SEC ↗ |
| 14 | AMERIPRISE FINANCIAL INC | 30,255 | $8M | -1,712 | -5.4% | 16Q | SEC ↗ |
| 15 | AlTi Global, Inc. | 22,274 | $6M | +2,045 | +10.1% | 11Q | SEC ↗ |
| 16 | COLDSTREAM CAPITAL MANAGEMENT INC | 18,105 | $5M | — | +0.0% | 8Q | SEC ↗ |
| 17 | LPL Financial LLC | 15,622 | $4M | +401 | +2.6% | 38Q | SEC ↗ |
| 18 | MERCER GLOBAL ADVISORS INC /ADV | 15,141 | $4M | +4,509 | +42.4% | 24Q | SEC ↗ |
| 19 | Stonehearth Capital Management, LLC | 14,252 | $4M | +4 | +0.0% | 36Q | SEC ↗ |
| 20 | Wealthfront Advisers LLC | 14,093 | $4M | +136 | +1.0% | 20Q | SEC ↗ |
| 21 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12,826 | $3M | -3,758 | -22.7% | 12Q | SEC ↗ |
| 22 | Van Hulzen Asset Management, LLC | 12,767 | $3M | -783 | -5.8% | 34Q | SEC ↗ |
| 23 | JANE STREET GROUP, LLC NEW | 12,642 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 24 | OSAIC HOLDINGS, INC. | 12,618 | $3M | +135 | +1.1% | 26Q | SEC ↗ |
| 25 | Midwest Financial Partners Investments | 11,929 | $3M | +535 | +4.7% | 3Q | SEC ↗ |
| 26 | University of Maryland Foundation, Inc | 10,000 | $3M | — | +0.0% | 27Q | SEC ↗ |
| 27 | JONES FINANCIAL COMPANIES LLLP | 8,696 | $2M | +612 | +7.6% | 8Q | SEC ↗ |
| 28 | GOULD ASSET MANAGEMENT LLC /CA | 8,555 | $2M | -165 | -1.9% | 39Q | SEC ↗ |
| 29 | Gradient Investments LLC | 8,150 | $2M | +316 | +4.0% | 16Q | SEC ↗ |
| 30 | ENVESTNET ASSET MANAGEMENT INC | 7,967 | $2M | +268 | +3.5% | 24Q | SEC ↗ |
| 31 | Cambridge Investment Research Advisors | 7,716 | $2M | +224 | +3.0% | 21Q | SEC ↗ |
| 32 | ALBION FINANCIAL GROUP /UT | 7,344 | $2M | +26 | +0.4% | 21Q | SEC ↗ |
| 33 | Arax Advisory Partners NEW | 7,344 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 34 | AQR CAPITAL MANAGEMENT LLC | 7,344 | $2M | — | +0.0% | 4Q | SEC ↗ |
| 35 | Creative Planning | 7,274 | $2M | +48 | +0.7% | 22Q | SEC ↗ |
| 36 | Cardinal Point Capital Management ULC | 6,794 | $2M | -74 | -1.1% | 15Q | SEC ↗ |
| 37 | HighTower Advisors, LLC | 6,044 | $2M | +355 | +6.2% | 29Q | SEC ↗ |
| 38 | Bond & Devick Financial Network, Inc. | 5,443 | $1M | +199 | +3.8% | 23Q | SEC ↗ |
| 39 | Steward Partners Investment Advisory, | 5,201 | $1M | +18 | +0.3% | 29Q | SEC ↗ |
| 40 | Cetera Investment Advisers | 5,065 | $1M | +702 | +16.1% | 10Q | SEC ↗ |
| 41 | Rockefeller Capital Management L.P. | 5,034 | $1M | +72 | +1.5% | 4Q | SEC ↗ |
| 42 | NORTHERN TRUST CORP | 4,995 | $1M | — | +0.0% | 13Q | SEC ↗ |
| 43 | UBS AM, a distinct business unit of UB | 4,894 | $1M | — | +0.0% | 3Q | SEC ↗ |
| 44 | Westmount Partners, LLC | 4,067 | $1M | -60 | -1.5% | 14Q | SEC ↗ |
| 45 | FMR LLC | 3,972 | $1M | +69 | +1.8% | 22Q | SEC ↗ |
| 46 | Ally Invest Advisors Inc. | 3,918 | $1M | -20 | -0.5% | 12Q | SEC ↗ |
| 47 | COMMONWEALTH EQUITY SERVICES, LLC | 3,826 | $986K | +262 | +7.4% | 30Q | SEC ↗ |
| 48 | Plum Street Advisors, LLC | 3,747 | $966K | -91 | -2.4% | 11Q | SEC ↗ |
| 49 | EVERGREEN CAPITAL MANAGEMENT LLC | 3,566 | $919K | — | +0.0% | 13Q | SEC ↗ |
| 50 | North Berkeley Wealth Management, LLC | 3,369 | $868K | +16 | +0.5% | 7Q | SEC ↗ |
Recent Activity
New Positions (15)
| Holder | Shares | Value |
|---|---|---|
| JANE STREET GROUP, LLC | 12,642 | $3M |
| Arax Advisory Partners | 7,344 | $2M |
| Ellenbecker Investment Group | 1,472 | $379K |
| TruNorth Capital Management, LLC | 1,003 | $259K |
| &PARTNERS | 879 | $227K |
| Mariner, LLC | 844 | $218K |
| NOTTINGHAM ADVISORS, INC. | 823 | $212K |
| HOWARD FINANCIAL SERVICES, LTD. | 806 | $208K |
| FRANKLIN RESOURCES INC | 200 | $52K |
| Signature Equity Partners, LLC | 133 | $34K |
| Brooklyn FI, LLC | 126 | $32K |
| Godfrey Financial Associates, Inc. | 94 | $24K |
| TD Waterhouse Canada Inc. | 76 | $20K |
| Kroeger Financial Partners | 34 | $9K |
| Global Retirement Partners, LLC | 2 | $1K |
Sold Out (11)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Ameritas Advisory Services, LLC | 878 | $226K |
| Advisory Services Network, LLC | 590 | $152K |
| Western Wealth Management, LLC | 459 | $118K |
| BESSEMER GROUP INC | 275 | $71K |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | 150 | $39K |
| Ascentis Independent Advisors | 83 | $21K |
| MAI Capital Management | 54 | $14K |
| Migdal Insurance & Financial Holdin | 40 | $10K |
| Qube Research & Technologies Ltd | 27 | $7K |
| Mascoma Wealth Management LLC | 10 | $3K |
| CITIGROUP INC | 1 | $0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| UBS Group AG | +98,664 | +146.9% | 165,819 |
| ROYAL BANK OF CANADA | +19,119 | +64.5% | 48,746 |
| ALLIANCEBERNSTEIN L.P. | +12,856 | +17.5% | 86,521 |
| BSW Wealth Partners | +8,199 | +17.4% | 55,343 |
| Allianz SE | +5,000 | +4.6% | 114,015 |
| Betterment LLC | +4,884 | +0.4% | 1,306,320 |
| MERCER GLOBAL ADVISORS INC /ADV | +4,509 | +42.4% | 15,141 |
| ASPIRIANT, LLC | +3,434 | +2.9% | 122,719 |
| AlTi Global, Inc. | +2,045 | +10.1% | 22,274 |
| National Philanthropic Trust | +908 | +2.9% | 32,130 |
| Investure, LLC | +712 | +0.7% | 104,863 |
| WELLS FARGO & COMPANY/MN | +705 | +2.0% | 35,434 |
| Cetera Investment Advisers | +702 | +16.1% | 5,065 |
| MORGAN STANLEY | +697 | +0.3% | 210,064 |
| JONES FINANCIAL COMPANIES LLLP | +612 | +7.6% | 8,696 |
| Midwest Financial Partners Investme | +535 | +4.7% | 11,929 |
| MML INVESTORS SERVICES, LLC | +493 | +25.3% | 2,444 |
| LPL Financial LLC | +401 | +2.6% | 15,622 |
| HighTower Advisors, LLC | +355 | +6.2% | 6,044 |
| Gradient Investments LLC | +316 | +4.0% | 8,150 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| BlackRock, Inc. | -20,973 | -99.5% | 110 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -3,758 | -22.7% | 12,826 |
| AMERIPRISE FINANCIAL INC | -1,712 | -5.4% | 30,255 |
| JPMORGAN CHASE & CO | -1,285 | -2.2% | 58,149 |
| RAYMOND JAMES FINANCIAL INC | -1,085 | -25.6% | 3,146 |
| Van Hulzen Asset Management, LLC | -783 | -5.8% | 12,767 |
| PRUDENTIAL PLC | -590 | -57.3% | 439 |
| BANK OF AMERICA CORP /DE | -468 | -0.4% | 105,867 |
| Financial Futures Ltd Liability Co. | -313 | -20.6% | 1,206 |
| Westside Investment Management, Inc | -200 | -66.7% | 100 |
| GOULD ASSET MANAGEMENT LLC /CA | -165 | -1.9% | 8,555 |
| Cerity Partners LLC | -119 | -7.8% | 1,410 |
| Plum Street Advisors, LLC | -91 | -2.4% | 3,747 |
| Belpointe Asset Management LLC | -89 | -4.9% | 1,718 |
| KilterHowling LLC | -78 | -5.7% | 1,294 |
| Cardinal Point Capital Management U | -74 | -1.1% | 6,794 |
| Westmount Partners, LLC | -60 | -1.5% | 4,067 |
| TD PRIVATE CLIENT WEALTH LLC | -57 | -3.4% | 1,624 |
| PROFFITT & GOODSON INC | -38 | -9.7% | 353 |
| Golden State Wealth Management, LLC | -31 | -1.7% | 1,829 |