CVKD
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -8.3% ·
share flow -21.1% ·
net new positions -9.1%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 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) | 53.91K | -0.6% | $365,524 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 2 | Geode Capital Management ✦ (passive) | 14.53K | +14.3% | $98,499 | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 13.00K | n/a | $88,140 | 0.0% | n/c | 1 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 7.50K | -50.0% | $50,850 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 3.52K | +4.3% | $23,879 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | Morgan Stanley ✦ | 1.08K | +22.7% | $7,322 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | UBS Group AG | 1.04K | n/a | $7,078 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Osaic Holdings, Inc. | 500 | n/a | $3,390 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Rockefeller Capital Management L.P. | 300 | n/a | $2,034 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 99 | n/a | $671 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 1 | n/a | $7 | 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
| No new tracked buyers this quarter. |
Exited
| Citadel Advisors | $273,627 | was 0.0% |
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.