CVMC
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +10.0% ·
share flow -8.2% ·
net new positions +9.1%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 244.93K | -26.1% | $15.71M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 2 | Financial Engines Advisors L.L.C. | 110.53K | n/a | $7.09M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Citadel Advisors ✦ | 42.83K | New | $2.75M | 0.0% | New | 1 | SEC ↗ |
| 4 | Northwestern Mutual Wealth… | 33.00K | n/a | $2.12M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Cwm, Llc | 19.63K | n/a | $1.26M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 13.94K | n/a | $893,890 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Creative Planning | 11.62K | n/a | $745,126 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Mariner, LLC | 4.93K | n/a | $316,436 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | LPL Financial LLC | 3.14K | n/a | $201,112 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 1.63K | n/a | $104,625 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Us Bancorp \De\ | 150 | n/a | $9,620 | 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 | $2.75M | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 44 holders, 980.84K shares, $60.39M 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.