CBRG Institutional Ownership & Shareholders
LEVERAGE SHARES 2X CBRS (CBRG) is currently held by 10 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $11.85M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of CBRG tracked by InsiderSet, reporting ownership valued at approximately $8.76M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $3.39M, representing an estimated loss of -61.34% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed CBRG value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Optiver Holding B.V., Hrt Financial Lp, and several other long-term asset managers with concentrated positions in LEVERAGE SHARES 2X CBRS (CBRG).
This page ranks the largest institutional CBRG shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
10
Total Reported Value
$11.85M
Largest Holder
Morgan Stanley
Largest Position
$8.76M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
10
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 1,505,200 | $8,760,264 | $3,386,700 | -$5,373,564 | -61.34% | |
| Optiver Holding B.V. | 0.03% | 330,961 | $1,926,193 | $744,662 | -$1,181,531 | -61.34% | |
| Hrt Financial Lp | 0.00% | 82,799 | $481,000 | $186,298 | -$294,702 | -61.27% | |
| Susquehanna International Group, Llp | 0.00% | 80,854 | $470,570 | $181,922 | -$288,649 | -61.34% | |
| Jane Street Group, Llc | 0.00% | 17,700 | $103,014 | $39,825 | -$63,189 | -61.34% | |
| Silverleafe Capital Partners, Llc | 0.02% | 21,300 | $57,510 | $47,925 | -$9,585 | -16.67% | |
| Rockland Trust Co | 0.00% | 15,000 | $40,500 | $33,750 | -$6,750 | -16.67% | |
| Highline Wealth Partners Llc | 0.00% | 1,000 | $5,820 | $2,250 | -$3,570 | -61.34% | |
| Group One Trading Llc | 0.00% | 746 | $4,342 | $1,679 | -$2,664 | -61.34% | |
| Sbi Securities Co., Ltd. | 0.00% | 1 | $6 | $2 | -$4 | -62.50% |
Frequently asked questions about CBRG
Who are the largest institutional holders of CBRG?
The largest institutional holders of CBRG reported in the latest SEC Form 13F filings include Morgan Stanley, Optiver Holding B.V., Hrt Financial Lp, Susquehanna International Group, Llp, and Jane Street Group, Llc. InsiderSet ranks institutional holders by their latest reported CBRG position.
What is CBRG institutional ownership?
This page tracks CBRG positions reported by institutional investment managers through SEC Form 13F. LEVERAGE SHARES 2X CBRS (CBRG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CBRG?
InsiderSet currently tracks 10 institutional managers reporting CBRG holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of CBRG shareholders.
How much CBRG stock do institutions own?
Institutional investment managers disclosed approximately $11.85M in CBRG holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CBRG institutional ownership last updated?
The latest CBRG institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional CBRG holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its CBRG position after the reporting date.
Are institutions buying or selling CBRG?
Institutional buying and selling can be analyzed by comparing CBRG positions across consecutive 13F reporting periods. InsiderSet's CBRG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CBRG ownership changes.
How has CBRG institutional ownership changed over time?
InsiderSet tracks CBRG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.