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Security record · archived quarter

CEFA

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025
6Tracked holders
+1Δ holders
51.60KShares held
$1.91MReported value
+1New positions
−0Exits
Strongly Rising How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +20.0% · share flow +15.7% · net new positions +16.7%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 10 +1 116.46K $4.62M +2 −1
Q1 2026 9 +3 111.59K $4.12M +4 −1
Q4 2025 6 +1 51.60K $1.91M +1
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Royal Bank Of Canada 22.57K $834,000 0.0% n/c 1 SEC ↗
2 Jane Street Group, Llc 8.75K $323,199 0.0% n/c 1 SEC ↗
3 Envestnet Asset Management Inc 8.11K $299,458 0.0% n/c 1 SEC ↗
4 Goldman Sachs Group 7.00K New $258,530 0.0% New 1 SEC ↗
5 Osaic Holdings, Inc. 3.67K $135,580 0.0% n/c 1 SEC ↗
6 Us Bancorp \De\ 1.50K $55,362 0.0% n/c 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Goldman Sachs Group $258,530 0.0%

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 37 holders, 934.67K shares, $34.69M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2025 · Methodology · Get this via the API