CVKD
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +20.0% ·
share flow +30.0% ·
net new positions +16.7%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 9 | -1 | 100.68K | $336,215 | +2 | −3 |
| Q1 2026 | 10 | -1 | 80.48K | $405,511 | +1 | −2 |
| Q4 2025 | 11 | -1 | 95.49K | $647,394 | n/a | −1 |
| Q3 2025 | 6 | +1 | 106.07K | $1.46M | +1 | n/a |
| Q2 2025 | 3 | 0 | 64.59K | $778,272 | n/a | n/a |
| Q1 2025 | 1 | 0 | 12.09K | $213,075 | n/a | n/a |
| Q4 2024 | 1 | +1 | 10.55K | $152,926 | +1 | n/a |
| Q2 2024 | 3 | n/a | 175.59K | $82,525 | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passive) | 54.24K | +11.6% | $747,142 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Citadel Advisors ✦ | 19.86K | New | $273,627 | 0.0% | New | 1 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 15.00K | n/a | $206,626 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Geode Capital Management ✦ (passive) | 12.71K | 0.0% | $175,079 | 0.0% | Held | 4 | SEC ↗ ×2 |
| 5 | BlackRock ✦ (passive) | 3.38K | +2.9% | $46,718 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Morgan Stanley ✦ | 880 | n/a | $12,170 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $273,627 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 16 holders, 83.44K shares, $419,570 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.