| 4 | MORGAN STANLEY | 1K | $4K | 0.0% | 0.027% | 0.00% |
| 5 | JPMORGAN CHASE & CO | 259 | $704 | 0.0% | 0.005% | 0.00% |
| 6 | BNP PARIBAS FINANCIAL MARKETS | 114 | $316 | 0.0% | 0.002% | 0.00% |
| 7 | UBS Group AG | 58 | $161 | +205.3% | 0.001% | 0.00% |
| 8 | OSAIC HOLDINGS, INC. | 42 | $116 | 0.0% | 0.001% | 0.00% |
| 9 | Morton Brown Family Wealth, LLC | 25 | $69 | 0.0% | 0.001% | 0.00% |
| 10 | Byrne Asset Management LLC | 1 | $3 | 0.0% | 0.000% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in CNF — a direct measure of their conviction.
| 11.56% |
| +0.80 pp |
| $5M |
| 12% |
| Q4 2024 | 20 | 20% | 10.76% | 1.09 pp | $6M | 24% |
| Q3 2024 | 25 | — | 11.85% | — | $7M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
0 institutions opened new positions in CNF during Q2 2026, while 1 fully exited. 1 added to existing positions and 9 trimmed.
CNF institutional ownership rose by 0.92 percentage points quarter-over-quarter, with a net change of -1 holders.
The top 10 institutions account for 100.0% of all reported 13F value in CNF, and the top 25 account for 100.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.