DOSSIER · 13F-HR · Q2 2026

CROBAN

$227M in tracked AUM across 81 positions as of Q2 2026.

C
CIK 0001694663 · last filed Jun 30, 2026
Total AUM
$227M
as of Q2 2026
Holdings
81
positions
Whale Score
57
57
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

CROBAN's $213M, 73-name 13F is a multi-factor ETF allocation whose top positions — VGIT (intermediate-term treasury, 6.4%), VYMI (international high-dividend, 5.3%), VSLU (large-cap value, 4.8%), IVW (S&P 500 growth, 4.2%), and SIHY (high-yield credit, 4.2%) — together represent a factor-based asset-allocation framework with no fundamental stock-selection evidence. The Q1 initiations (GSEW, Bunge Global, JMUB, SHYD, AEE) are all ETF or sector-ETF additions, confirming the manager operates at the vehicle-selection layer. With whaleScore of 57 and an ETF-first structure comprising the top six positions, this entity should be classified passive_index.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VGIT
VANGUARD SCOTTSDALE FDS
$14M232K6.0%
02
VYMI
VANGUARD WHITEHALL FDS
$12M120K5.2%
03
VSLU
ETF OPPORTUNITIES TRUST
$11M244K5.0%
04
FLHY
FRANKLIN TEMPLETON ETF TR
$9M374K4.0%
05
AVEM
AMERICAN CENTY ETF TR
$8M86K3.7%
06
IGSB
ISHARES TR
$8M156K3.6%
07
VYM
VANGUARD WHITEHALL FDS
$8M50K3.5%
08
IGLB
ISHARES TR
$7M148K3.3%
09
AVDE
AMERICAN CENTY ETF TR
$7M82K3.2%
10
HGER
HARBOR ETF TRUST
$7M246K3.2%

Filing history

2026Q2Jun 30
$227M 6.7%
81 positionsView →
2026Q1Mar 31
$213M 2.5%
73 positionsView →
2025Q4Dec 31
$207M 38.3%
82 positionsView →
2025Q3Sep 30
$150M 28.2%
79 positionsView →
2025Q2Jun 30
$117M 7.8%
74 positionsLocked
2025Q1Mar 31
$109M 6.6%
74 positionsLocked
2024Q4Dec 31
$102M 0.8%
72 positionsLocked
2023Q4Dec 31
$101M
71 positionsLocked