CSPF
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +30.0% ·
net new positions +20.0%
· 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 | Rockefeller Capital Management L.P. | 331.59K | New | $8.50M | 0.0% | New | 1 | SEC ↗ ×3 |
| 2 | Envestnet Asset Management Inc | 261.20K | New | $6.70M | 0.0% | New | 1 | SEC ↗ |
| 3 | HighTower Advisors, LLC | 145.79K | +2.5% | $3.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 93.41K | -43.0% | $2.39M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | Jane Street Group, Llc | 45.50K | -56.0% | $1.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Wealth Enhancement Advisory… | 45.24K | -42.9% | $1.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Mariner, LLC | 21.80K | +9.8% | $558,971 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 18.29K | New | $468,800 | 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
| Rockefeller Capital… | $8.50M | 0.0% |
| Envestnet Asset Management Inc | $6.70M | 0.0% |
| Commonwealth Equity Services… | $468,800 | 0.0% |
Exited
| Bank Of America Corp /De/ | $5,573 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 37 holders, 5.82M shares, $128.72M 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.