Security record · archived quarter
CVMC
name pending profile ingest
11Tracked holders
0Δ holders
381.43KShares held
$24.42MReported value
+3New positions
−3Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -21.6% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 180.43K | -26.3% | $11.55M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 2 | Financial Engines Advisors L.L.C. | 114.16K | +3.3% | $7.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Northwestern Mutual Wealth… | 33.46K | +1.4% | $2.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Cwm, Llc | 19.86K | +1.1% | $1.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Commonwealth Equity Services, Llc | 12.45K | -10.7% | $796,940 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Creative Planning | 11.83K | +1.8% | $757,101 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Mariner, LLC | 4.60K | -6.8% | $294,354 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 2.25K | +37.8% | $143,839 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Wells Fargo & Company/Mn | 1.76K | New | $112,739 | 0.0% | New | 1 | SEC ↗ |
| 10 | Royal Bank Of Canada | 366 | New | $23,000 | 0.0% | New | 1 | SEC ↗ |
| 11 | UBS Group AG | 279 | New | $17,862 | 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
| Wells Fargo & Company/Mn | $112,739 | 0.0% |
| Royal Bank Of Canada | $23,000 | 0.0% |
| UBS Group AG | $17,862 | 0.0% |
Exited
| Citadel Advisors | $2.75M | was 0.0% |
| LPL Financial LLC | $201,112 | was 0.0% |
| Us Bancorp \De\ | $9,620 | was 0.0% |
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.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q1 2026 ·
Methodology ·
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