AI Holders Summary · Q1 2026

144 institutions reported CRBN in Q1 2026. Betterment LLC leads at 52.7% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(1 on this page)

#HolderValueShares% port.Quarter

Betterment LLC

CIK 0001633901

$290M1.3M0.55%Q1 2026 02

MORGAN STANLEY

CIK 0000895421

$47M209K0.00%Q1 2026 03

ASPIRIANT, LLC

CIK 0001433541

$31M123K0.77%Q2 2026 04

ALLIANZ SE

CIK 0001127508

$24M109K0.27%Q1 2026 05

BANK OF AMERICA CORP /DE/

CIK 0000070858

$24M106K0.00%Q1 2026 06

Investure, LLC

CIK 0001476993

$23M104K1.14%Q1 2026 07

ALLIANCEBERNSTEIN L.P.

CIK 0001109448

$17M74K0.01%Q1 2026 08

UBS Group AG

CIK 0001610520

$15M67K0.00%Q1 2026 09

BSW Wealth Partners

CIK 0001512601

$14M55K1.56%Q2 2026 10

JPMORGAN CHASE & CO

CIK 0000019617

$13M59K0.00%Q1 2026 11

WELLS FARGO & COMPANY/MN

CIK 0000072971

$8M35K0.00%Q1 2026 12

AMERIPRISE FINANCIAL INC

CIK 0000820027

$7M32K0.00%Q1 2026 13

National Philanthropic Trust

CIK 0001785342

$7M31K0.07%Q1 2026 14

ROYAL BANK OF CANADA

CIK 0001000275

$7M30K0.00%Q1 2026 15

AlTi Global, Inc.

CIK 0001838615

$6M22K0.12%Q2 2026 16

COLDSTREAM CAPITAL MANAGEMENT INC

CIK 0001082339

$4M18K0.05%Q1 2026 17

LPL Financial LLC

CIK 0001403438

$4M16K0.00%Q2 2026 18

SUSQUEHANNA INTERNATIONAL GROUP, LLP

CIK 0001446194· Market maker

$4M17K0.00%Q1 2026 19

Stonehearth Capital Management, LLC

CIK 0001550191

$4M14K1.23%Q2 2026 20

Wealthfront Advisers LLC

CIK 0001763921

$4M14K0.01%Q2 2026

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