CVRT
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow -2.0% ·
net new positions +20.0%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Truist Financial Corp | 54.28K | +13.3% | $2.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 27.68K | +24.0% | $1.42M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | Jane Street Group, Llc | 16.39K | -52.5% | $843,149 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 8.72K | +1.0% | $448,470 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | LPL Financial LLC | 4.02K | New | $206,917 | 0.0% | New | 1 | SEC ↗ |
| 6 | UBS Group AG | 7 | New | $360 | 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
| LPL Financial LLC | $206,917 | 0.0% |
| UBS Group AG | $360 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 12 holders, 174.33K shares, $7.03M 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.