AI Holders Summary · Q4 2025

174 institutions reported CABO in Q4 2025. D. E. Shaw & Co., Inc. leads at 14.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(4 on this page)

#HolderValueShares% port.Quarter

D. E. Shaw & Co., Inc.

CIK 0001009207

$34M298K0.02%Q4 2025 02

PRIVATE MANAGEMENT GROUP INC

CIK 0001142031

$25M472K0.66%Q2 2026 03

BlackRock, Inc.

CIK 0002012383

$24M445K0.00%Q2 2026 04

BANK OF MONTREAL /CAN/

CIK 0000927971

$23M437K0.01%Q2 2026 05

BROWN ADVISORY INC

CIK 0001345929

$20M173K0.03%Q4 2025 06

DAVENPORT & Co LLC

CIK 0000887777

$16M297K0.08%Q2 2026 07

Rothschild & Co Wealth Management UK Ltd

CIK 0001784260

$15M277K0.21%Q2 2026 08

AMERICAN CENTURY COMPANIES INC

CIK 0000748054

$11M205K0.00%Q2 2026 09

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$11M199K0.00%Q2 2026 10

GOLDMAN SACHS GROUP INC

CIK 0000886982

$7M140K0.00%Q2 2026 11

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$7M139K0.00%Q2 2026 12

AQR CAPITAL MANAGEMENT LLC

CIK 0001167557

$7M138K0.00%Q2 2026 13

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$7M128K0.00%Q2 2026 14

Vanguard Portfolio Management

CIK 0002100121· Index

$7M122K0.00%Q2 2026 15

STATE STREET CORP

CIK 0000093751

$6M112K0.00%Q2 2026 16

Man Group plc

CIK 0001637460

$5M94K0.01%Q2 2026 17

MARSHALL WACE, LLP

CIK 0001318757

$5M92K0.00%Q2 2026 18

MORGAN STANLEY

CIK 0000895421

$4M80K0.00%Q2 2026 19

BALYASNY ASSET MANAGEMENT L.P.

CIK 0001218710

$4M75K0.01%Q2 2026 20

Pacer Advisors, Inc.

CIK 0001616667

$3M37K0.01%Q1 2026

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