CBFV
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +5.1% ·
share flow +5.2% ·
net new positions +4.9%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 41 | +2 | 1.37M | $50.80M | +3 | −1 |
| Q1 2026 | 41 | 0 | 1.30M | $44.59M | +1 | −1 |
| Q4 2025 | 41 | 0 | 1.38M | $48.01M | — | — |
| Q3 2025 | 10 | +1 | 746.52K | $24.79M | +1 | — |
| Q2 2025 | 6 | -1 | 537.01K | $15.31M | — | −1 |
| Q1 2025 | 5 | +1 | 186.02K | $5.29M | +1 | — |
| Q4 2024 | 4 | +1 | 119.89K | $3.43M | +1 | — |
| Q3 2024 | 2 | 0 | 100.26K | $2.80M | — | — |
| Q2 2024 | 2 | — | 96.46K | $2.19M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 280.33K | +10.7% | $10.62M | 0.0% | ▲ Add | 5 | SEC ↗ ×6 |
| 2 | Alliancebernstein L.P. | 254.00K | +0.1% | $8.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Vanguard Capital Management Llc | 198.60K | +2.3% | $7.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Manufacturers Life Insurance… | 154.16K | -1.1% | $5.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Geode Capital Management ✦ (passive) | 116.03K | +10.3% | $4.40M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 6 | Renaissance Technologies ✦ | 53.90K | -3.1% | $2.04M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 7 | State Street Global Advisors ✦ (passive) | 48.38K | -2.9% | $1.83M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 8 | Dimensional Fund Advisors Lp | 36.43K | +0.9% | $1.38M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 9 | Northern Trust Corp | 36.21K | +6.4% | $1.37M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 10 | Goldman Sachs Group ✦ | 19.93K | -17.8% | $755,385 | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 11 | Morgan Stanley ✦ | 15.70K | +77.3% | $594,992 | 0.0% | ▲ Add | 4 | SEC ↗ ×6 |
| 12 | Stifel Financial Corp | 15.45K | 0.0% | $585,670 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 13 | Charles Schwab Investment… | 13.47K | +8.2% | $510,513 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | American Century Companies Inc | 13.15K | -9.8% | $498,347 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Ameriprise Financial Inc | 11.29K | 0.0% | $427,929 | 0.0% | Held | 3 | SEC ↗ |
| 16 | Bank of New York Mellon Corp | 10.75K | +14.8% | $407,490 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 17 | LPL Financial LLC | 9.72K | New | $368,236 | 0.0% | New | 1 | SEC ↗ |
| 18 | Connor, Clark & Lunn Investment… | 9.26K | -0.7% | $350,878 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Barclays Plc | 8.21K | -5.4% | $310,970 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 20 | Citadel Advisors ✦ | 8.15K | +33.1% | $309,075 | 0.0% | ▲ Add | 6 | SEC ↗ |
| 21 | Nuveen, LLC | 8.11K | 0.0% | $307,255 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 22 | AQR Capital Management ✦ | 5.63K | New | $213,344 | 0.0% | New | 1 | SEC ↗ ×6 |
| 23 | Bank Of America Corp /De/ | 5.59K | -24.7% | $211,785 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Fifth Third Bancorp | 4.65K | 0.0% | $176,235 | 0.0% | Held | 3 | SEC ↗ |
| 25 | Deutsche Bank Ag\ | 4.56K | +114.0% | $172,938 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 3.92K | +125.5% | $148,606 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 27 | Rhumbline Advisers | 3.55K | +5.2% | $134,465 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Russell Investments Group, Ltd. | 2.60K | +505.1% | $98,388 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 29 | JPMorgan Chase ✦ | 2.21K | +3.1% | $82,471 | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 30 | Citigroup Inc | 2.17K | +915.4% | $82,357 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 31 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 2.16K | -2.6% | $81,712 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | New York State Common Retirement… | 2.10K | 0.0% | $79,590 | 0.0% | Held | 3 | SEC ↗ |
| 33 | Bnp Paribas Financial Markets | 1.15K | +8.3% | $43,509 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Rockefeller Capital Management L.P. | 973 | -38.3% | $36,877 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | UBS Group AG | 902 | -30.2% | $34,186 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 36 | Osaic Holdings, Inc. | 733 | 0.0% | $27,780 | 0.0% | Held | 3 | SEC ↗ |
| 37 | Royal Bank Of Canada | 460 | New | $17,000 | 0.0% | New | 1 | SEC ↗ ×2 |
| 38 | Legal & General Group Plc | 420 | 0.0% | $15,918 | 0.0% | Held | 3 | SEC ↗ |
| 39 | UBS AM, a distinct business unit of… | 354 | 0.0% | $13,417 | 0.0% | Held | 2 | SEC ↗ |
| 40 | Pnc Financial Services Group, Inc. | 15 | -37.5% | $569 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Fidelity (FMR) ✦ | 7 | 0.0% | $265 | 0.0% | Held | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| LPL Financial LLC | $368,236 | 0.0% |
| AQR Capital Management | $213,344 | 0.0% |
| Royal Bank Of Canada | $17,000 | 0.0% |
Exited
| Federated Hermes, Inc. | $3,350 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 77 holders, 2.23M shares, $59.22M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Officer · 1.18K sh · $43,583
Officer · 316 sh · $11,771
Officer · 8 sh · $299
Director · 1.00K sh · $37,060
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology