CVSB
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -9.1% ·
share flow +6.4% ·
net new positions -10.0%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 10 | +1 | 2.67M | $135.08M | +2 | −1 |
| Q1 2026 | 10 | -1 | 2.74M | $138.66M | +3 | −4 |
| Q4 2025 | 11 | -1 | 2.58M | $130.74M | — | −1 |
| Q3 2025 | 3 | -1 | 2.18M | $110.79M | — | −1 |
| Q2 2025 | 2 | +1 | 12.82K | $649,563 | +1 | — |
| Q4 2024 | 1 | 0 | 14.01K | $710,124 | — | — |
| Q3 2024 | 1 | 0 | 39.03K | $1.98M | — | — |
| Q2 2024 | 1 | — | 20.42K | $1.03M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 2.21M | -0.8% | $111.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 2.21M | -0.8% | $111.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | LPL Financial LLC | 262.98K | +24.3% | $13.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Goldman Sachs Group ✦ | 140.62K | +945.0% | $7.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Commonwealth Equity Services, Llc | 63.92K | +2.8% | $3.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 22.57K | -2.6% | $1.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Jane Street Group, Llc | 16.71K | New | $845,458 | 0.0% | New | 1 | SEC ↗ |
| 8 | Cetera Investment Advisers | 10.51K | +16.6% | $531,859 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 6.35K | New | $321,340 | 0.0% | New | 1 | SEC ↗ |
| 10 | Focus Partners Wealth | 5.83K | New | $295,078 | 0.0% | New | 1 | SEC ↗ |
| 11 | Cwm, Llc | 397 | 0.0% | $20,090 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Jane Street Group, Llc | $845,458 | 0.0% |
| Envestnet Asset Management Inc | $321,340 | 0.0% |
| Focus Partners Wealth | $295,078 | 0.0% |
Exited
| Susquehanna International… | $1.06M | was 0.0% |
| Hrt Financial Lp | $331,000 | was 0.0% |
| Royal Bank Of Canada | $40,000 | was 0.0% |
| Rockefeller Capital… | $3,451 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 42 holders, 3.42M shares, $169.02M 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.