As of the latest SEC filings, CART (CONE) is held by 122 institutional funds. The largest fund shareholder is American Balanced Fund (CLBAX), holding an estimated $35,926,645.59 in market value, representing 0.01% of its portfolio.
Funds holding CART (CONE)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- CONE
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
CLBAX
American Balanced Fund
|
MF | Independent / Boutique | 0.01% | $35,926,645.59 | 36,135,000 | Mar 31, 2026 | May 28, 2026 |
|
LDLTX
Lord Abbett Short Duration Income Fund
|
MF | Independent / Boutique | 0.07% | $32,032,761.60 | 32,000,000 | Feb 28, 2026 | Apr 28, 2026 |
|
LBNDX
LORD ABBETT BOND DEBENTURE FUND INC
|
MF | Independent / Boutique | 0.09% | $21,209,867.31 | 21,330,000 | Mar 31, 2026 | May 29, 2026 |
|
PRCIX
T. Rowe Price New Income Fund, Inc.
|
MF | T. Rowe Price | 0.10% | $17,505,295.06 | 17,510,000 | Feb 28, 2026 | Apr 27, 2026 |
|
JABAX
Janus Henderson Balanced Fund
|
MF | Independent / Boutique | 0.06% | $16,945,082.18 | 17,061,000 | Mar 31, 2026 | May 29, 2026 |
|
AMECX
Income Fund of America
|
MF | Independent / Boutique | 0.01% | $12,540,776.22 | 12,536,000 | Apr 30, 2026 | Jun 26, 2026 |
|
JABAX
Janus Henderson Balanced Fund
|
MF | Independent / Boutique | 0.05% | $12,485,505.78 | 12,544,811 | Mar 31, 2026 | May 29, 2026 |
|
CFAAX
Bond Fund of America
|
MF | Independent / Boutique | 0.01% | $12,220,130.09 | 12,291,000 | Mar 31, 2026 | May 28, 2026 |
|
CBOAX
Intermediate Bond Fund of America
|
MF | Independent / Boutique | 0.04% | $11,565,831.30 | 11,554,000 | Feb 28, 2026 | Apr 27, 2026 |
|
CAAFX
Short-Term Bond Fund of America
|
MF | Independent / Boutique | 0.08% | $10,579,822.66 | 10,569,000 | Feb 28, 2026 | Apr 27, 2026 |
|
LCTRX
Leader Capital High Quality Income Fund
|
MF | Independent / Boutique | 0.76% | $9,005,631.30 | 9,000,000 | Apr 30, 2026 | Jun 26, 2026 |
|
CMBKX
American Funds Multi-Sector Income Fund
|
MF | Capital Group / American Funds | 0.03% | $7,390,782.84 | 7,444,000 | Mar 31, 2026 | May 28, 2026 |
|
LCRFX
Lord Abbett Core Fixed Income Fund
|
MF | Independent / Boutique | 0.15% | $7,307,473.74 | 7,300,000 | Feb 28, 2026 | Apr 28, 2026 |
|
FRIFX
Fidelity Real Estate Income Fund
|
MF | Fidelity | 0.17% | $6,851,065.04 | 6,911,000 | Apr 30, 2026 | Jun 26, 2026 |
|
BSIKX
BlackRock Strategic Income Opportunities Portfolio
|
MF | BlackRock / iShares | 0.01% | $6,502,921.88 | 6,550,000 | Mar 31, 2026 | May 28, 2026 |
|
BSIKX
BlackRock Strategic Income Opportunities Portfolio
|
MF | BlackRock / iShares | 0.01% | $6,417,689.46 | 6,477,000 | Mar 31, 2026 | May 28, 2026 |
|
VRIG
Invesco Variable Rate Investment Grade ETF
|
ETF | Invesco | 0.43% | $6,372,428.24 | 6,370,000 | Apr 30, 2026 | Jun 26, 2026 |
|
BINC
iShares Flexible Income Active ETF
|
ETF | BlackRock / iShares | 0.04% | $6,272,546.93 | 6,278,000 | Apr 30, 2026 | Jun 25, 2026 |
|
-
Janus Henderson Balanced Portfolio
|
ETF | Independent / Boutique | 0.07% | $5,911,560.23 | 5,952,000 | Mar 31, 2026 | May 29, 2026 |
|
CGCP
Capital Group Core Plus Income ETF
|
ETF | Independent / Boutique | 0.08% | $5,726,766.30 | 5,768,000 | Mar 31, 2026 | May 28, 2026 |
|
LGRUX
Lord Abbett Investment Grade Floating Rate Fund
|
MF | Independent / Boutique | 0.14% | $5,615,139.68 | 5,613,000 | Apr 30, 2026 | Jun 29, 2026 |
|
-
The Bond Fund of America
|
ETF | Capital Group / American Funds | 0.05% | $5,429,511.87 | 5,461,000 | Mar 31, 2026 | May 28, 2026 |
|
-
Asset Allocation Fund
|
ETF | Capital Group / American Funds | 0.02% | $5,132,235.91 | 5,162,000 | Mar 31, 2026 | May 28, 2026 |
|
CFAAX
Bond Fund of America
|
MF | Independent / Boutique | 0.00% | $4,772,634.76 | 4,807,000 | Mar 31, 2026 | May 28, 2026 |
|
-
Janus Henderson Balanced Portfolio
|
ETF | Independent / Boutique | 0.05% | $4,355,492.73 | 4,376,181 | Mar 31, 2026 | May 29, 2026 |
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