CLM
name pending profile ingest
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +9.5% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 31.80K | $205,452 | n/a | n/a |
| Q2 2026 | 27 | -5 | 9.35M | $70.69M | +1 | −7 |
| Q1 2026 | 34 | 0 | 9.47M | $68.91M | +3 | −3 |
| Q4 2025 | 34 | 0 | 8.65M | $72.29M | +2 | −2 |
| Q3 2025 | 5 | 0 | 607.40K | $5.03M | +1 | −1 |
| Q2 2025 | 4 | +1 | 187.32K | $1.52M | +1 | n/a |
| Q1 2025 | 1 | -1 | 49.90K | $370,727 | n/a | −1 |
| Q4 2024 | 2 | 0 | 59.96K | $515,057 | n/a | n/a |
| Q3 2024 | 2 | 0 | 82.60K | $634,337 | n/a | n/a |
| Q2 2024 | 2 | n/a | 107.98K | $831,461 | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Osaic Holdings, Inc. | 3.25M | -3.6% | $23.65M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 2.42M | +34.4% | $17.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Cetera Investment Advisers | 1.36M | +12.9% | $9.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 654.94K | +17.2% | $4.77M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 5 | Raymond James Financial Inc | 377.08K | +2.6% | $2.75M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 6 | Commonwealth Equity Services, Llc | 294.43K | +3.5% | $2.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Creative Planning | 202.93K | +13.9% | $1.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Baird Financial Group, Inc. | 159.61K | -0.5% | $1.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Susquehanna International Group, Llp | 99.68K | +13.4% | $725,692 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Jane Street Group, Llc | 91.95K | -49.0% | $669,410 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | Focus Partners Wealth | 90.87K | +791.8% | $661,518 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | HighTower Advisors, LLC | 65.92K | +8.2% | $479,876 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 50.78K | +1.0% | $369,698 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Stifel Financial Corp | 50.73K | +8.3% | $369,343 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Toronto Dominion Bank | 50.20K | +0.4% | $365,456 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 16 | BlackRock ✦ (passive) | 41.26K | 0.0% | $300,358 | 0.0% | Held | 4 | SEC ↗ |
| 17 | Cerity Partners LLC | 30.07K | New | $218,891 | 0.0% | New | 1 | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. | 26.63K | 0.0% | $193,896 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Wealth Enhancement Advisory… | 24.02K | -29.4% | $176,327 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 21.29K | +602.0% | $148,360 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 21 | UBS Group AG | 17.63K | 0.0% | $128,376 | 0.0% | Held | 2 | SEC ↗ |
| 22 | Ameriprise Financial Inc | 15.92K | 0.0% | $115,868 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Mercer Global Advisors Inc /Adv | 15.05K | New | $109,596 | 0.0% | New | 1 | SEC ↗ |
| 24 | Corient Private Wealth LP | 14.75K | -51.4% | $107,369 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Mariner, LLC | 13.12K | -37.2% | $95,548 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Cibc World Market Inc. | 12.65K | New | $92,121 | 0.0% | New | 1 | SEC ↗ |
| 27 | Us Bancorp \De\ | 6.50K | 0.0% | $47,356 | 0.0% | Held | 2 | SEC ↗ |
| 28 | Northwestern Mutual Wealth… | 5.63K | +195.0% | $40,972 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Assetmark, Inc | 3.01K | -62.2% | $21,920 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Royal Bank Of Canada | 2.94K | +194.3% | $21,000 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 31 | Pnc Financial Services Group, Inc. | 1.25K | 0.0% | $9,100 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 32 | Cwm, Llc | 14 | -91.5% | $102 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Wells Fargo & Company/Mn | 4 | +100.0% | $31 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Danske Bank A/S | 3 | +50.0% | $22 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Cerity Partners LLC | $218,891 | 0.0% |
| Mercer Global Advisors Inc… | $109,596 | 0.0% |
| Cibc World Market Inc. | $92,121 | 0.0% |
Exited
| Goldman Sachs Group | $125,400 | was 0.0% |
| Millennium Management | $85,030 | was 0.0% |
| Bank Of America Corp /De/ | $32,562 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 138 holders, 42.45M shares, $295.12M 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)
Director · 1.50K sh @ 6.63 · $9,945
Open-market sales (S)
No open-market insider sales in our coverage window.
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology