CBFV
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +11.1% ·
share flow +30.0% ·
net new positions +10.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| 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 | The Vanguard Group ✦ (passive) | 246.07K | +158.5% | $8.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | The Vanguard Group ✦ (passive) | 246.07K | +158.5% | $8.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | The Vanguard Group ✦ (passive) | 246.07K | +158.5% | $8.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | BlackRock ✦ (passive) | 243.58K | +6.5% | $8.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 243.58K | +6.5% | $8.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 243.58K | +6.5% | $8.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 243.58K | +6.5% | $8.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 243.58K | +6.5% | $8.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Geode Capital Management ✦ (passive) | 105.62K | -1.8% | $3.51M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 10 | Geode Capital Management ✦ (passive) | 105.62K | -1.8% | $3.51M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 11 | Renaissance Technologies ✦ | 60.20K | +9.2% | $2.00M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 12 | State Street Global Advisors ✦ (passive) | 47.35K | +11.4% | $1.57M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | Goldman Sachs Group ✦ | 17.64K | — | $585,791 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Goldman Sachs Group ✦ | 17.64K | — | $585,791 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 9.06K | — | $300,958 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 9.06K | — | $300,958 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 9.06K | — | $300,958 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 9.06K | — | $300,958 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 9.06K | — | $300,958 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Citadel Advisors ✦ | 8.58K | +8.0% | $284,809 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Citadel Advisors ✦ | 8.58K | +8.0% | $284,809 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 8.42K | — | $279,562 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 8.42K | — | $279,562 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 8.42K | — | $279,562 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 8.42K | — | $279,562 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 8.42K | — | $279,562 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 8.42K | — | $279,562 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 8.42K | — | $279,562 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 8.42K | — | $279,562 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 10 | New | $332 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Fidelity (FMR) | $332 | 0.0% |
Exited
| No tracked exits this quarter. |
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