AI Holders Summary · Q2 2026

73 institutions reported CBRS in Q2 2026. WASHINGTON UNIVERSITY leads at 39.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

WASHINGTON UNIVERSITY

CIK 0000903603

$122M551K45.99%Q2 2026 02

Legal Advantage Investments, Inc.

CIK 0001841769

$70M315K24.41%Q2 2026 03

HAMILTON LANE ADVISORS LLC

CIK 0001573767

$53M238K35.44%Q2 2026 04

OFI INVEST ASSET MANAGEMENT

CIK 0001977602

$12M62K0.12%Q2 2026 05

ARDSLEY ADVISORY PARTNERS LP

CIK 0000900529

$9M39K0.90%Q2 2026 06

EXCHANGE TRADED CONCEPTS, LLC

CIK 0001457320

$8M36K0.04%Q2 2026 07

Tensor Edge Capital, LLC

CIK 0002096531

$7M30K0.44%Q2 2026 08

LAVELLE CAPITAL LP

CIK 0002136566

$5M24K2.31%Q2 2026 09

Capricorn Fund Managers Ltd

CIK 0001901361

$3M16K0.27%Q2 2026 10

Royal Fund Management, LLC

CIK 0001810099

$3M15K0.27%Q2 2026 11

SBI Securities Co., Ltd.

CIK 0001851815

$3M12K0.06%Q2 2026 12

PFG Investments, LLC

CIK 0001973224

$3M12K0.10%Q2 2026 13

Tower View Wealth Management LLC

Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.

CIK 0001894044

$1M5K0.80%Q2 2026 16

MEITAV INVESTMENT HOUSE LTD

CIK 0001398346

$1M5K0.01%Q2 2026 17

Pictet North America Advisors SA

CIK 0001599576

$1M5K0.10%Q2 2026 18

J.W. COLE ADVISORS, INC.

CIK 0001404763

$1M5K0.02%Q2 2026 19

Snider Financial Group

CIK 0001820681

$884K4K0.23%Q2 2026 20

CAPITAL ADVISORS INC/OK

CIK 0000860828

$789K4K0.01%Q2 2026

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