CPZ
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +14.3% ·
share flow +3.2% ·
net new positions +12.5%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 981.25K | +7.7% | $13.32M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | Raymond James Financial Inc | 364.25K | -2.6% | $4.94M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 262.52K | +8.9% | $3.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 238.15K | +1.4% | $3.23M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | UBS Group AG | 130.96K | -15.3% | $1.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 93.80K | +5.7% | $1.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Stifel Financial Corp | 79.05K | +0.6% | $1.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Royal Bank Of Canada | 58.47K | +14.9% | $793,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Cetera Investment Advisers | 36.47K | +1.8% | $494,900 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 18.38K | +0.2% | $249,430 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Fifth Third Bancorp | 16.87K | New | $228,899 | 0.0% | New | 1 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 16.48K | New | $223,559 | 0.0% | New | 1 | SEC ↗ |
| 13 | Jane Street Group, Llc | 16.12K | -71.8% | $218,762 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 14 | Wealth Enhancement Advisory… | 13.48K | -13.5% | $183,881 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Invesco Ltd. | 11.24K | +0.3% | $152,540 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Susquehanna International Group, Llp | 10.06K | New | $136,541 | 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
| Fifth Third Bancorp | $228,899 | 0.0% |
| Envestnet Asset Management Inc | $223,559 | 0.0% |
| Susquehanna International… | $136,541 | 0.0% |
Exited
| Bank Of America Corp /De/ | $37,383 | 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.