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Security record · archived quarter

CIX

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
25Tracked holders
0Δ holders
616.27KShares held
$14.34MReported value
+0New positions
−0Exits
Stable 5 quarters of rising tracked shares ●●●●● How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow -0.6% · net new positions 0.0%formula

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

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 22 0 589.36K $14.68M
Q1 2026 24 -1 578.27K $13.51M −1
Q4 2025 25 0 616.27K $14.34M
Q3 2025 8 0 401.90K $9.40M
Q2 2025 6 0 386.62K $10.27M
Q1 2025 3 0 191.73K $3.97M
Q4 2024 3 0 190.27K $4.98M
Q3 2024 2 0 164.42K $4.80M
Q2 2024 2 177.05K $4.37M
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Dimensional Fund Advisors Lp 179.85K $4.18M 0.0% n/c 1 SEC ↗
2 Dimensional Fund Advisors Lp 179.85K $4.18M 0.0% n/c 1 SEC ↗
3 Dimensional Fund Advisors Lp 179.85K $4.18M 0.0% n/c 1 SEC ↗
4 Dimensional Fund Advisors Lp 179.85K $4.18M 0.0% n/c 1 SEC ↗
5 Renaissance Technologies 113.55K -5.5% $2.64M 0.0% ▼ Trim 7 SEC ↗
6 BlackRock (passive) 107.11K +5.1% $2.49M 0.0% ▲ Add 3 SEC ↗
7 BlackRock (passive) 107.11K +5.1% $2.49M 0.0% ▲ Add 3 SEC ↗
8 BlackRock (passive) 107.11K +5.1% $2.49M 0.0% ▲ Add 3 SEC ↗
9 BlackRock (passive) 107.11K +5.1% $2.49M 0.0% ▲ Add 3 SEC ↗
10 BlackRock (passive) 107.11K +5.1% $2.49M 0.0% ▲ Add 3 SEC ↗
11 The Vanguard Group (passive) 97.69K +2.4% $2.27M 0.0% ▲ Add 3 SEC ↗
12 The Vanguard Group (passive) 97.69K +2.4% $2.27M 0.0% ▲ Add 3 SEC ↗
13 Geode Capital Management (passive) 37.09K +3.4% $863,225 0.0% ▲ Add 7 SEC ↗
14 Geode Capital Management (passive) 37.09K +3.4% $863,225 0.0% ▲ Add 7 SEC ↗
15 State Street Global Advisors (passive) 30.70K -2.6% $714,296 0.0% ▼ Trim 5 SEC ↗
16 Northern Trust Corp 17.46K $406,364 0.0% n/c 1 SEC ↗
17 Northern Trust Corp 17.46K $406,364 0.0% n/c 1 SEC ↗
18 Barclays Plc 8.00K $186,230 0.0% n/c 1 SEC ↗
19 JPMorgan Chase 5.99K -50.8% $139,480 0.0% ▼ Trim 2 SEC ↗
20 JPMorgan Chase 5.99K -50.8% $139,480 0.0% ▼ Trim 2 SEC ↗
21 JPMorgan Chase 5.99K -50.8% $139,480 0.0% ▼ Trim 2 SEC ↗
22 JPMorgan Chase 5.99K -50.8% $139,480 0.0% ▼ Trim 2 SEC ↗
23 Morgan Stanley 5.39K +15.4% $125,502 0.0% ▲ Add 2 SEC ↗
24 Morgan Stanley 5.39K +15.4% $125,502 0.0% ▲ Add 2 SEC ↗
25 Morgan Stanley 5.39K +15.4% $125,502 0.0% ▲ Add 2 SEC ↗
26 Morgan Stanley 5.39K +15.4% $125,502 0.0% ▲ Add 2 SEC ↗
27 Morgan Stanley 5.39K +15.4% $125,502 0.0% ▲ Add 2 SEC ↗
28 Morgan Stanley 5.39K +15.4% $125,502 0.0% ▲ Add 2 SEC ↗
29 Bank Of America Corp /De/ 3.42K $79,490 0.0% n/c 1 SEC ↗
30 Bank Of America Corp /De/ 3.42K $79,490 0.0% n/c 1 SEC ↗
31 Bank Of America Corp /De/ 3.42K $79,490 0.0% n/c 1 SEC ↗
32 Rhumbline Advisers 2.67K $62,007 0.0% n/c 1 SEC ↗
33 Wells Fargo & Company/Mn 1.70K $39,501 0.0% n/c 1 SEC ↗
34 Wells Fargo & Company/Mn 1.70K $39,501 0.0% n/c 1 SEC ↗
35 Deutsche Bank Ag\ 1.43K $33,369 0.0% n/c 1 SEC ↗
36 Royal Bank Of Canada 934 $22,000 0.0% n/c 1 SEC ↗
37 Royal Bank Of Canada 934 $22,000 0.0% n/c 1 SEC ↗
38 Royal Bank Of Canada 934 $22,000 0.0% n/c 1 SEC ↗
39 Fidelity (FMR) 768 +276.5% $17,873 0.0% ▲ Add 3 SEC ↗
40 Fidelity (FMR) 768 +276.5% $17,873 0.0% ▲ Add 3 SEC ↗
41 MIRAE ASSET GLOBAL ETFS HOLDINGS… 733 $17,057 0.0% n/c 1 SEC ↗
42 Russell Investments Group, Ltd. 527 $12,263 0.0% n/c 1 SEC ↗
43 Russell Investments Group, Ltd. 527 $12,263 0.0% n/c 1 SEC ↗
44 Bnp Paribas Financial Markets 329 $7,656 0.0% n/c 1 SEC ↗
45 UBS Group AG 324 $7,540 0.0% n/c 1 SEC ↗
46 UBS Group AG 324 $7,540 0.0% n/c 1 SEC ↗
47 New York State Common Retirement… 214 $4,980 0.0% n/c 1 SEC ↗
48 Legal & General Group Plc 135 $3,096 0.0% n/c 1 SEC ↗
49 California State Teachers… 95 $2,211 0.0% n/c 1 SEC ↗
50 Citigroup Inc 91 $2,117 0.0% n/c 1 SEC ↗
51 Citigroup Inc 91 $2,117 0.0% n/c 1 SEC ↗
52 Cwm, Llc 65 $2,000 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

No new tracked buyers this quarter.

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 41 holders, 788.43K shares, $18.35M 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.

Insider transactions

Open-market purchases (P)

No open-market insider purchases in our coverage window.

Open-market sales (S)

Aug 11 MANIX ANN

Director · 20 sh · $588

Aug 11 MANIX ANN

Director · 20 sh · $588

Aug 11 MANIX ANN

Director · 330 sh · $9,708

Aug 11 MANIX ANN

Director · 200 sh · $5,888

Aug 11 MANIX ANN

Director · 100 sh · $2,953

Aug 11 MANIX ANN

Director · 33 sh · $975

Aug 11 MANIX ANN

Director · 795 sh · $23,635

Aug 11 MANIX ANN

Director · 2 sh · $59

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

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