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Security record · archived quarter

CTSO

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
27Tracked holders
0Δ holders
6.27MShares held
$3.55MReported value
+2New positions
−2Exits
Stable How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow -0.3% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 27 0 6.39M $2.39M +3 −3
Q1 2026 27 0 6.27M $3.55M +2 −2
Q4 2025 26 +2 6.44M $4.12M +2
Q3 2025 9 +1 4.10M $3.83M +1
Q2 2025 5 -1 3.75M $4.80M −1
Q1 2025 4 0 1.01M $1.01M +1 −1
Q4 2024 4 0 754.75K $686,928 +1 −1
Q3 2024 3 0 575.76K $863,792 +1 −1
Q2 2024 3 530.40K $372,944
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Vanguard Capital Management Llc 1.88M $1.06M 0.0% n/c 1 SEC ↗
2 Neuberger Berman Group LLC 1.68M +3.5% $950,776 0.0% ▲ Add 2 SEC ↗
3 Neuberger Berman Group LLC 1.68M +3.5% $950,776 0.0% ▲ Add 2 SEC ↗
4 BlackRock (passive) 782.99K +1.6% $443,408 0.0% ▲ Add 4 SEC ↗
5 BlackRock (passive) 782.99K +1.6% $443,408 0.0% ▲ Add 4 SEC ↗
6 BlackRock (passive) 782.99K +1.6% $443,408 0.0% ▲ Add 4 SEC ↗
7 Geode Capital Management (passive) 707.26K +17.1% $400,621 0.0% ▲ Add 8 SEC ↗
8 Geode Capital Management (passive) 707.26K +17.1% $400,621 0.0% ▲ Add 8 SEC ↗
9 CIBC Bancorp USA Inc. 172.65K $97,771 0.0% n/c 1 SEC ↗
10 State Street Global Advisors (passive) 159.29K 0.0% $90,208 0.0% Held 6 SEC ↗
11 Osaic Holdings, Inc. 130.42K 0.0% $74,245 0.0% Held 2 SEC ↗
12 Osaic Holdings, Inc. 130.42K 0.0% $74,245 0.0% Held 2 SEC ↗
13 UBS Group AG 115.20K -0.1% $65,203 0.0% ▼ Trim 2 SEC ↗
14 Raymond James Financial Inc 107.75K -0.9% $61,020 0.0% ▼ Trim 2 SEC ↗
15 Raymond James Financial Inc 107.75K -0.9% $61,020 0.0% ▼ Trim 2 SEC ↗
16 Renaissance Technologies 100.72K +0.6% $57,038 0.0% ▲ Add 8 SEC ↗
17 Morgan Stanley 100.17K -14.0% $56,726 0.0% ▼ Trim 3 SEC ↗
18 Morgan Stanley 100.17K -14.0% $56,726 0.0% ▼ Trim 3 SEC ↗
19 Morgan Stanley 100.17K -14.0% $56,726 0.0% ▼ Trim 3 SEC ↗
20 Northern Trust Corp 92.54K 0.0% $52,406 0.0% Held 2 SEC ↗
21 Northern Trust Corp 92.54K 0.0% $52,406 0.0% Held 2 SEC ↗
22 Stifel Financial Corp 48.00K 0.0% $27,183 0.0% Held 2 SEC ↗
23 Goldman Sachs Group 43.95K +22.2% $24,887 0.0% ▲ Add 3 SEC ↗
24 Goldman Sachs Group 43.95K +22.2% $24,887 0.0% ▲ Add 3 SEC ↗
25 Bank Of America Corp /De/ 39.12K +1.1% $22,143 0.0% ▲ Add 2 SEC ↗
26 Susquehanna International Group, Llp 29.95K -64.1% $16,958 0.0% ▼ Trim 2 SEC ↗
27 LPL Financial LLC 23.18K +0.5% $13,130 0.0% ▲ Add 2 SEC ↗
28 Creative Planning 21.30K 0.0% $12,059 0.0% Held 2 SEC ↗
29 Hrt Financial Lp 14.11K New $7,000 0.0% New 1 SEC ↗
30 Citadel Advisors 10.80K -92.8% $6,115 0.0% ▼ Trim 3 SEC ↗
31 Fifth Third Bancorp 3.08K New $1,746 0.0% New 1 SEC ↗
32 Rockefeller Capital Management L.P. 1.86K -27.5% $1,054 0.0% ▼ Trim 2 SEC ↗
33 JPMorgan Chase 372 0.0% $208 0.0% Held 3 SEC ↗
34 Wells Fargo & Company/Mn 250 -65.8% $142 0.0% ▼ Trim 2 SEC ↗
35 Jones Financial Companies Lllp 93 0.0% $55 0.0% Held 2 SEC ↗
36 Pnc Financial Services Group, Inc. 31 0.0% $18 0.0% Held 2 SEC ↗
37 Bnp Paribas Financial Markets 17 -15.0% $10 0.0% ▼ Trim 2 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 $7,000 0.0%
Fifth Third Bancorp $1,746 0.0%

Exited

Millennium Management $6,523 was 0.0%
Fidelity (FMR) $245 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 49 holders, 16.47M shares, $9.32M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q1 2026 · Methodology · Get this via the API