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 Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 14 | +6 | 1.87M | $48.81M | +6 | — |
| Q1 2026 | 8 | +2 | 962.83K | $24.69M | +3 | −1 |
| Q4 2025 | 6 | — | 508.94K | $13.20M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Rockefeller Capital Management L.P. | 549.54K | +65.7% | $14.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Rockefeller Capital Management L.P. | 549.54K | +65.7% | $14.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Rockefeller Capital Management L.P. | 549.54K | +65.7% | $14.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 414.87K | +58.8% | $10.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 277.14K | +196.7% | $7.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 277.14K | +196.7% | $7.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 277.14K | +196.7% | $7.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Mariner, LLC | 252.09K | +1056.1% | $6.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | HighTower Advisors, LLC | 149.99K | +2.9% | $3.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Jane Street Group, Llc | 84.06K | +84.7% | $2.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Wealth Enhancement Advisory… | 58.92K | +30.2% | $1.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Royal Bank Of Canada | 34.78K | New | $907,000 | 0.0% | New | 1 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 28.09K | +53.6% | $732,630 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Quantinno Capital Management LP | 11.68K | New | $304,484 | 0.0% | New | 1 | SEC ↗ |
| 15 | Stifel Financial Corp | 8.59K | New | $224,001 | 0.0% | New | 1 | SEC ↗ |
| 16 | Jones Financial Companies Lllp | 682 | New | $17,855 | 0.0% | New | 1 | SEC ↗ |
| 17 | Fifth Third Bancorp | 638 | New | $16,639 | 0.0% | New | 1 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 30 | New | $784 | 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
| Royal Bank Of Canada | $907,000 | 0.0% |
| Quantinno Capital Management… | $304,484 | 0.0% |
| Stifel Financial Corp | $224,001 | 0.0% |
| Jones Financial Companies Lllp | $17,855 | 0.0% |
| Fifth Third Bancorp | $16,639 | 0.0% |
| JPMorgan Chase | $784 | 0.0% |
Exited
| No tracked exits this quarter. |
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.