CPZ
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +18.8% ·
share flow +0.7% ·
net new positions +15.8%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 833.06K | -15.1% | $10.90M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 2 | Raymond James Financial Inc | 384.85K | +5.7% | $5.03M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 309.51K | +17.9% | $4.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 226.85K | -4.8% | $2.97M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 5 | UBS Group AG | 131.64K | +0.5% | $1.72M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | Osaic Holdings, Inc. | 111.69K | +19.1% | $1.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Stifel Financial Corp | 77.44K | -2.0% | $1.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 59.34K | +260.1% | $776,096 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Royal Bank Of Canada | 44.95K | -23.1% | $588,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Cetera Investment Advisers | 38.84K | +6.5% | $508,066 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Hrt Financial Lp | 27.89K | New | $364,000 | 0.0% | New | 1 | SEC ↗ |
| 12 | Wealth Enhancement Advisory… | 26.74K | +98.4% | $352,753 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | IMC-Chicago, LLC | 17.82K | New | $233,033 | 0.0% | New | 1 | SEC ↗ |
| 14 | Fifth Third Bancorp | 16.87K | 0.0% | $220,633 | 0.0% | Held | 2 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 16.57K | -9.9% | $216,680 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Jane Street Group, Llc | 16.44K | +2.0% | $215,087 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 17 | Citadel Advisors ✦ | 12.84K | New | $167,908 | 0.0% | New | 1 | SEC ↗ |
| 18 | Invesco Ltd. | 11.11K | -1.1% | $145,358 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 66 | New | $864 | 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
| Hrt Financial Lp | $364,000 | 0.0% |
| IMC-Chicago, LLC | $233,033 | 0.0% |
| Citadel Advisors | $167,908 | 0.0% |
| JPMorgan Chase | $864 | 0.0% |
Exited
| Susquehanna International… | $136,541 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 58 holders, 5.87M shares, $59.86M 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.