CRF
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -8.7% ·
share flow +13.9% ·
net new positions -9.5%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 21 | -2 | 5.63M | $40.41M | +2 | −4 |
| Q1 2026 | 24 | 0 | 4.94M | $34.34M | +5 | −5 |
| Q4 2025 | 24 | +2 | 4.67M | $37.40M | +2 | — |
| Q3 2025 | 4 | -2 | 294.93K | $2.37M | — | −2 |
| Q2 2025 | 5 | +2 | 100.70K | $780,452 | +2 | — |
| Q1 2025 | 1 | 0 | 87.23K | $626,352 | +1 | −1 |
| Q4 2024 | 1 | 0 | 10.45K | $90,767 | — | — |
| Q3 2024 | 1 | -1 | 34.34K | $277,770 | — | −1 |
| Q2 2024 | 2 | — | 88.10K | $691,609 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 2.10M | +6.1% | $15.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 1.20M | +36.2% | $8.63M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | Raymond James Financial Inc | 1.01M | +18.9% | $7.25M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Commonwealth Equity Services, Llc | 265.42K | +13.7% | $1.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 237.68K | +2.6% | $1.71M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 6 | Baird Financial Group, Inc. | 186.64K | +4.1% | $1.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Cetera Investment Advisers | 172.31K | +6.1% | $1.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 95.99K | +826.6% | $689,223 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Susquehanna International Group, Llp | 67.54K | New | $484,966 | 0.0% | New | 1 | SEC ↗ |
| 10 | Creative Planning | 61.53K | New | $441,789 | 0.0% | New | 1 | SEC ↗ |
| 11 | Rockefeller Capital Management L.P. | 50.41K | +2.0% | $361,984 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 46.76K | +6.6% | $335,759 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Toronto Dominion Bank | 30.00K | -8.0% | $215,400 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 29.83K | 0.0% | $214,205 | 0.0% | Held | 5 | SEC ↗ |
| 15 | Mariner, LLC | 19.34K | -10.4% | $138,875 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | UBS Group AG | 16.80K | +132.8% | $120,595 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 17 | Stifel Financial Corp | 15.60K | +32.3% | $112,026 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Ameriprise Financial Inc | 14.85K | 0.0% | $106,652 | 0.0% | Held | 3 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 3.42K | +6.0% | $24,405 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 3.06K | -7.7% | $21,992 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 4 | +300.0% | $26 | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Susquehanna International… | $484,966 | 0.0% |
| Creative Planning | $441,789 | 0.0% |
Exited
| Jane Street Group, Llc | $839,233 | was 0.0% |
| Cerity Partners LLC | $285,331 | was 0.0% |
| Hrt Financial Lp | $127,000 | was 0.0% |
| Mercer Global Advisors Inc… | $111,961 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 94 holders, 26.34M shares, $138.00M 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 @ 6.41 · $9,608
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