CVM
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 | 19 | +3 | 1.76M | $1.83M | +4 | −2 |
| Q1 2026 | 17 | -3 | 572.28K | $1.84M | n/a | −3 |
| Q4 2025 | 20 | +2 | 631.47K | $3.32M | +2 | n/a |
| Q3 2025 | 6 | +1 | 513.16K | $4.72M | +1 | n/a |
| Q2 2025 | 3 | -2 | 323.37K | $740,535 | n/a | −2 |
| Q1 2025 | 3 | 0 | 1.19M | $273,180 | n/a | n/a |
| Q4 2024 | 3 | -2 | 869.28K | $347,684 | n/a | −2 |
| Q3 2024 | 4 | -3 | 776.72K | $824,041 | n/a | −3 |
| Q2 2024 | 7 | n/a | 986.93K | $1.15M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passive) | 292.56K | +59.7% | $2.69M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | BlackRock ✦ (passive) | 136.09K | +19.1% | $1.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passive) | 60.75K | +134.4% | $558,948 | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 4 | State Street Global Advisors ✦ (passive) | 23.27K | New | $214,084 | 0.0% | New | 1 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 473 | n/a | $4,352 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | JPMorgan Chase ✦ | 14 | n/a | $128 | 0.0% | n/c | 1 | SEC ↗ ×2 |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| State Street Global Advisors | $214,084 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 37 holders, 746.15K shares, $2.40M 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.
Open-market purchases (P)
Officer, Director · Chief Executive… · 100.00K sh @ 1.38 · $138,000
Open-market sales (S)
No open-market insider sales in our coverage window.
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology