CVIE
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +27.8% ·
share flow +24.6% ·
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 | Commonwealth Equity Services, Llc | 790.05K | +4.5% | $57.43M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | Ameriprise Financial Inc | 368.71K | -0.1% | $26.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Jane Street Group, Llc | 200.00K | +222.5% | $14.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 95.72K | +306.8% | $6.96M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Mercer Global Advisors Inc /Adv | 88.88K | -25.8% | $6.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 84.96K | +87.5% | $6.18M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Citadel Advisors ✦ | 75.79K | +645.1% | $5.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Northwestern Mutual Wealth… | 51.47K | +16.5% | $3.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Focus Partners Wealth | 27.19K | +84.8% | $1.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Goldman Sachs Group ✦ | 19.20K | New | $1.40M | 0.0% | New | 1 | SEC ↗ |
| 11 | Creative Planning | 17.86K | +20.3% | $1.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Cwm, Llc | 14.36K | +11.7% | $1.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 12.44K | -10.2% | $904,294 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 14 | Financial Engines Advisors L.L.C. | 9.37K | -6.0% | $681,033 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Mariner, LLC | 7.38K | -18.5% | $536,252 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Stifel Financial Corp | 7.14K | New | $519,224 | 0.0% | New | 1 | SEC ↗ |
| 17 | Cetera Investment Advisers | 4.85K | +46.0% | $352,757 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | LPL Financial LLC | 4.66K | New | $338,808 | 0.0% | New | 1 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 3.70K | +20.6% | $268,915 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Royal Bank Of Canada | 367 | New | $27,000 | 0.0% | New | 1 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 288 | +238.8% | $20,952 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | Fifth Third Bancorp | 121 | New | $8,795 | 0.0% | New | 1 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 26 | New | $1,822 | 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
| Goldman Sachs Group | $1.40M | 0.0% |
| Stifel Financial Corp | $519,224 | 0.0% |
| LPL Financial LLC | $338,808 | 0.0% |
| Royal Bank Of Canada | $27,000 | 0.0% |
| Fifth Third Bancorp | $8,795 | 0.0% |
| JPMorgan Chase | $1,822 | 0.0% |
Exited
| Bank Of America Corp /De/ | $28,164 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 76 holders, 4.01M shares, $286.24M 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.