CVLC
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +11.1% ·
share flow +0.8% ·
net new positions +10.0%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 549.84K | n/a | $46.32M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Ameriprise Financial Inc | 315.42K | n/a | $26.57M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Mercer Global Advisors Inc /Adv | 278.00K | n/a | $23.42M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Raymond James Financial Inc | 96.00K | n/a | $8.09M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Cwm, Llc | 69.19K | n/a | $5.83M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Focus Partners Wealth | 43.89K | n/a | $3.70M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Creative Planning | 39.27K | n/a | $3.31M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Northwestern Mutual Wealth… | 35.39K | n/a | $2.98M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | HighTower Advisors, LLC | 16.97K | n/a | $1.43M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Goldman Sachs Group ✦ | 14.19K | New | $1.20M | 0.0% | New | 1 | SEC ↗ |
| 11 | Mariner, LLC | 10.60K | n/a | $892,842 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 9.51K | n/a | $800,995 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Envestnet Asset Management Inc | 6.53K | n/a | $550,003 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 5.67K | New | $477,640 | 0.0% | New | 1 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 4.29K | n/a | $361,218 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Cetera Investment Advisers | 3.71K | n/a | $312,951 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 3.55K | -67.8% | $299,304 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 2.74K | 0.0% | $230,996 | 0.0% | Held | 2 | SEC ↗ ×4 |
| 19 | Fidelity (FMR) ✦ | 358 | 0.0% | $30,126 | 0.0% | Held | 3 | SEC ↗ |
| 20 | Royal Bank Of Canada | 344 | n/a | $29,000 | 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
| Goldman Sachs Group | $1.20M | 0.0% |
| Citadel Advisors | $477,640 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 73 holders, 6.55M shares, $505.56M 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.