CVKD
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -9.1% ·
share flow -7.3% ·
net new positions -10.0%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| 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 | Vanguard Capital Management Llc | 45.20K | n/a | $231,429 | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 21.63K | +48.9% | $110,724 | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 3 | JPMorgan Chase ✦ | 7.50K | 0.0% | $31,875 | 0.0% | Held | 3 | SEC ↗ |
| 4 | BlackRock ✦ (passive) | 5.50K | +56.0% | $28,140 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 5 | Osaic Holdings, Inc. | 300 | -40.0% | $1,536 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Rockefeller Capital Management L.P. | 150 | -50.0% | $768 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 100 | -90.7% | $512 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 99 | 0.0% | $507 | 0.0% | Held | 2 | SEC ↗ |
| 9 | UBS Group AG | 3 | -99.7% | $15 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Citigroup Inc | 1 | New | $5 | 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
| Citigroup Inc | $5 | 0.0% |
Exited
| LPL Financial LLC | $88,140 | was 0.0% |
| Bank Of America Corp /De/ | $7 | 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.