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XNYS Volume
XNYS 09 Oct, 2026 5:30 PM (EDT)
Compass Diversified Holdings Ownership Pattern for Latest - Insider, Institutional (13F), Mutual Fund Ownership
Compass Diversified Holdings ownership pattern - Insider holdings, Institutional (13F), Mutual Fund holding changes for Latest
Promoter Ownership trend
Institutional (13F) Ownership trend
MF Ownership Trends
No of Institutional (13F) holding shares
Insiders holding remains unchanged at 2.10% in Sep 2026
Institutional Investors have decreased holdings from 79.91% to 79.77% in Sep 2026
Mutual Funds have decreased holdings from 37.99% to 37.61% in Sep 2026
Compass Diversified Holdings Top Insiders and Share Ownership
Compass Diversified Holdings insider ownership and trend
| History | |||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1Mr. Elias J. Sabo | 1.13% | 675,549 | 7.3 | 0 | 0% | 0 | 0% | 0 | 0% | 26 Jan, 2024 | |
| 2Mr. Patrick A Maciariello | 0.38% | 228,518 | 2.5 | 0 | 0% | 0 | 0% | 0 | 0% | 20 Sep, 2024 | |
| 3Mr. Larry L. Enterline | 0.17% | 100,000 | 1.1 | 0 | 0% | 67,114 | 204.08% | 0 | 0% | 13 Aug, 2026 | |
| 4Mr. Harold S. Edwards | 0.13% | 76,539 | 0.8 | 0 | 0% | 0 | 0% | 0 | 0% | 18 Jan, 2024 | |
| 5Mr. Zachary T. Sawtelle | 0.12% | 73,588 | 0.8 | 0 | 0% | 42,000 | 132.96% | 0 | 0% | 13 Aug, 2026 | |
| 6Mr. Stephen Keller | 0.09% | 51,840 | 0.6 | 0 | 0% | 40,000 | 337.84% | 0 | 0% | 12 Aug, 2026 | |
| 7Ms. Heidi Locke Simon | 0.04% | 22,288 | 0.2 | 0 | 0% | 0 | 0% | 0 | 0% | 11 Sep, 2024 | |
| 8Mr. Eugene L. Kim | 0.03% | 20,000 | 0.2 | 0 | 0% | 20,000 | 100% | 0 | 0% | 26 Aug, 2026 | |
| 9Mr. Alex Bhathal | 0.03% | 18,286 | 0.2 | 0 | 0% | 0 | 0% | 0 | 0% | 28 May, 2024 | |
| 10Ms. Teri R. Shaffer, C.P.A. | 0.02% | 14,103 | 0.2 | 0 | 0% | -1,320 | -8.56% | 0 | 0% | 12 Aug, 2026 | |
| 11Ms. Nancy B. Mahon | 0.02% | 10,523 | 0.1 | 0 | 0% | 0 | 0% | 0 | 0% | 28 May, 2024 |
*All financials are in $ Million
Compass Diversified Holdings Top Institutional (13F) Ownership
Compass Diversified Holdings institutional (13F) ownership and trend
| History | |||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1American Century Companies Inc | 5.41% | 4,073,422 | 44.2 | 0 | 0% | 0 | 0% | 0 | 0% | 30 Sep, 2026 | |
| 2BlackRock Inc | 5.3% | 3,986,638 | 43.3 | 0 | 0% | 296,082 | 8.02% | 0 | 0% | 30 Sep, 2026 | |
| 3Allspring Global Investments Holdings, LLC | 5.07% | 3,815,756 | 41.4 | 0 | 0% | -509,627 | -11.78% | 0 | 0% | 30 Sep, 2026 | |
| 4ADW Capital Management, LLC | 4.98% | 3,750,000 | 40.7 | 0 | 0% | 0 | 0% | 0 | 0% | 30 Sep, 2026 | |
| 5Mangrove Partners | 4.9% | 3,684,800 | 40.0 | 0 | 0% | 0 | 0% | 0 | 0% | 30 Sep, 2026 | |
| 6D. E. Shaw & Co LP | 3.82% | 2,872,202 | 31.2 | 0 | 0% | 0 | 0% | 0 | 0% | 30 Sep, 2026 | |
| 7Vanguard Group Inc | 3.74% | 2,810,749 | 30.5 | 0 | 0% | 0 | 0% | 0 | 0% | 31 Dec, 2025 | |
| 8Western Standard LLC | 3.52% | 2,651,950 | 28.8 | 0 | 0% | 0 | 0% | 0 | 0% | 30 Sep, 2026 | |
| 9SG Capital Management, LLC | 3.26% | 2,453,639 | 26.6 | 0 | 0% | 0 | 0% | 0 | 0% | 30 Sep, 2026 | |
| 10Vanguard Capital Management, LLC | 2.96% | 2,227,358 | 24.2 | 0 | 0% | 0 | 0% | 0 | 0% | 30 Sep, 2026 | |
| 11Morgan Stanley - Brokerage Accounts | 2.26% | 1,702,535 | 18.5 | -80,628 | -4.52% | 0 | 0% | 0 | 0% | 30 Sep, 2026 | |
| 12Jane Street Group LLC | 1.97% | 1,482,154 | 16.1 | 0 | 0% | 418,741 | 39.38% | 0 | 0% | 30 Sep, 2026 | |
| 13Susquehanna International Group, LLP | 1.74% | 1,307,623 | 14.2 | 0 | 0% | 886,794 | 210.73% | 0 | 0% | 30 Sep, 2026 | |
| 14Essex Financial Services, Inc. | 1.66% | 1,247,166 | 13.5 | 0 | 0% | 0 | 0% | 0 | 0% | 30 Sep, 2026 | |
| 15Jacobs Levy Equity Management, Inc. | 1.55% | 1,163,994 | 12.6 | 0 | 0% | 0 | 0% | 0 | 0% | 30 Sep, 2026 | |
| 16Bank of America Corp | 1.5% | 1,132,250 | 12.3 | 0 | 0% | -174,277 | -13.34% | 0 | 0% | 30 Sep, 2026 | |
| 17State Street Corp | 1.5% | 1,125,602 | 12.2 | 0 | 0% | 53,890 | 5.03% | 0 | 0% | 30 Sep, 2026 | |
| 18Caption Management, LLC | 1.34% | 1,010,000 | 11.0 | 0 | 0% | 0 | 0% | 0 | 0% | 30 Sep, 2026 | |
| 19Geode Capital Management, LLC | 1.22% | 916,632 | 9.9 | 0 | 0% | 85,479 | 10.28% | 0 | 0% | 30 Sep, 2026 | |
| 20Divisadero Street Capital Management, LP | 1.1% | 827,298 | 9.0 | 0 | 0% | 0 | 0% | 0 | 0% | 30 Sep, 2026 | |
| 21Millennium Management LLC | 0.88% | 665,156 | 7.2 | 0 | 0% | 0 | 0% | 0 | 0% | 30 Sep, 2026 | |
| 22Greenhaven Road Investment Management, L.P. | 0.87% | 657,596 | 7.1 | 0 | 0% | 0 | 0% | 0 | 0% | 30 Sep, 2026 | |
| 23Legal & General Group PLC | 0.86% | 649,412 | 7.0 | 0 | 0% | 0 | 0% | 0 | 0% | 30 Sep, 2026 | |
| 24HRT FINANCIAL LLC | 0.84% | 631,045 | 6.8 | 0 | 0% | 631,045 | 100% | 0 | 0% | 30 Sep, 2026 | |
| 25Vanguard Portfolio Management, LLC | 0.81% | 606,039 | 6.6 | 0 | 0% | 0 | 0% | 0 | 0% | 30 Sep, 2026 |
*All financials are in $ Million
Compass Diversified Holdings Top Mutual Fund Ownership
Compass Diversified Holdings MF ownership and trend
| History | |||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1Allspring Special Small Cap Value Fd | 3.48% | 2,620,919 | 28.4 | 0 | 0% | -47,989 | -1.8% | -25,691 | -0.95% | 30 Sep, 2026 | |
| 2American Century Small Cap Value Fund | 2.94% | 2,210,000 | 24.0 | 0 | 0% | 0 | 0% | 0 | 0% | 30 Sep, 2026 | |
| 3American Century U.S. Small Cap Value | 2.94% | 2,210,000 | 24.0 | 0 | 0% | 0 | 0% | 0 | 0% | 30 Sep, 2026 | |
| 4Vanguard MStar US Total Market Index ETF | 2.87% | 2,156,885 | 23.4 | 0 | 0% | 0 | 0% | 711,896 | 49.27% | 30 Sep, 2026 | |
| 5Vanguard Morningstar Ttl Stk Mkt Idx Fd | 2.87% | 2,156,885 | 23.4 | 0 | 0% | 0 | 0% | 0 | 0% | 30 Sep, 2026 | |
| 6iShares Russell 2000 ETF | 2.37% | 1,781,361 | 19.3 | 8,742 | 0.49% | -32,926 | -1.82% | -4,890 | -0.27% | 30 Sep, 2026 | |
| 7Fidelity Small Cap Index Fund | 0.99% | 742,815 | 8.1 | 6,647 | 0.9% | 0 | 0% | 0 | 0% | 30 Sep, 2026 | |
| 8American Century US Small Cap Val Eq Tr | 0.93% | 702,180 | 7.6 | 0 | 0% | 0 | 0% | 0 | 0% | 31 Mar, 2025 | |
| 9Brighthouse Small Cap Value Portfolio | 0.9% | 676,245 | 7.3 | 0 | 0% | 0 | 0% | 0 | 0% | 30 Sep, 2026 | |
| 10Allspring Special US Small Cap Value Eq | 0.9% | 676,245 | 7.3 | 0 | 0% | 0 | 0% | 0 | 0% | 30 Sep, 2026 | |
| 11Allspring Small Value SMA | 0.9% | 676,245 | 7.3 | 0 | 0% | 0 | 0% | 0 | 0% | 30 Sep, 2026 | |
| 12UWS Schroder US Smaller Companies | 0.88% | 658,408 | 7.1 | 0 | 0% | 0 | 0% | 0 | 0% | 28 Feb, 2025 | |
| 13American Cent U.S. Sm Cap Value Eq Trust | 0.77% | 581,441 | 6.3 | -13,589 | -2.28% | -100,079 | -14.4% | 0 | 0% | 30 Sep, 2026 | |
| 14Bridge Builder Small/Mid Cap Value Fund | 0.77% | 579,973 | 6.3 | 0 | 0% | 10,256 | 1.8% | 0 | 0% | 30 Sep, 2026 | |
| 15Russell 2000 Index Non-Lendable Fund | 0.61% | 461,824 | 5.0 | 0 | 0% | 0 | 0% | 0 | 0% | 30 Sep, 2026 | |
| 16Russell 2000 Equity Index Fund B | 0.61% | 461,824 | 5.0 | 0 | 0% | 0 | 0% | 0 | 0% | 30 Sep, 2026 | |
| 17Vanguard Russell 2000 Index Fund | 0.52% | 391,614 | 4.2 | 0 | 0% | 9,579 | 2.51% | -10,242 | -2.61% | 30 Sep, 2026 | |
| 18State Street Russell Small/Mid Cap® | 0.51% | 384,455 | 4.2 | 0 | 0% | -300 | -0.08% | 0 | 0% | 30 Sep, 2026 | |
| 19iShares Russell 2000 Value ETF | 0.48% | 363,136 | 3.9 | 5,500 | 1.54% | 1,650 | 0.46% | -3,025 | -0.84% | 30 Sep, 2026 | |
| 20iShares Russell 2000 Growth ETF | 0.39% | 291,426 | 3.2 | 207 | 0.07% | 6,273 | 2.2% | -2,952 | -1.03% | 30 Sep, 2026 | |
| 21Multi-Manager Small Cap Equity Strat Fd | 0.36% | 267,201 | 2.9 | 0 | 0% | -12,939 | -4.62% | 0 | 0% | 30 Sep, 2026 | |
| 22State Street Russell Small Cap® Index | 0.34% | 253,223 | 2.7 | 0 | 0% | 0 | 0% | 0 | 0% | 30 Sep, 2026 | |
| 23WellsFargo Special Small Cap Value CIT | 0.3% | 223,876 | 2.4 | -30,117 | -11.86% | 0 | 0% | 26,235 | 11.52% | 30 Sep, 2026 | |
| 24Kennedy Micro Cap | 0.29% | 219,969 | 2.4 | 0 | 0% | 0 | 0% | 0 | 0% | 30 Sep, 2026 | |
| 25Sun Life Global Mid Cap | 0.25% | 184,444 | 2.0 | 0 | 0% | 0 | 0% | 0 | 0% | 30 Sep, 2024 |
*All financials are in $ Million