CVY
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +5.6% ·
share flow -6.4% ·
net new positions +5.3%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 161.31K | +11.3% | $4.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | LPL Financial LLC | 76.28K | -6.2% | $2.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Susquehanna International Group, Llp | 51.41K | +142.8% | $1.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 35.28K | +8.6% | $955,175 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Wells Fargo & Company/Mn | 24.54K | -7.3% | $664,437 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | Osaic Holdings, Inc. | 21.29K | +23.8% | $576,347 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Bank Of America Corp /De/ | 13.63K | -4.7% | $368,937 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 8.56K | -6.8% | $231,862 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 8.08K | New | $218,641 | 0.0% | New | 1 | SEC ↗ |
| 10 | Fifth Third Bancorp | 5.37K | New | $145,479 | 0.0% | New | 1 | SEC ↗ |
| 11 | Fidelity (FMR) ✦ | 3.42K | +8.1% | $92,561 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Rockefeller Capital Management L.P. | 2.75K | +6.9% | $74,527 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | UBS Group AG | 2.33K | -4.4% | $62,940 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 14 | Royal Bank Of Canada | 1.01K | 0.0% | $27,000 | 0.0% | Held | 2 | SEC ↗ |
| 15 | Pnc Financial Services Group, Inc. | 996 | 0.0% | $26,963 | 0.0% | Held | 2 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 869 | -0.5% | $23,181 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Assetmark, Inc | 663 | 0.0% | $17,948 | 0.0% | Held | 2 | SEC ↗ |
| 18 | Jones Financial Companies Lllp | 500 | +103.2% | $13,310 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Simplex Trading, Llc | 11 | New | $297 | 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
| Envestnet Asset Management Inc | $218,641 | 0.0% |
| Fifth Third Bancorp | $145,479 | 0.0% |
| Simplex Trading, Llc | $297 | 0.0% |
Exited
| Commonwealth Equity Services… | $2.36M | was 0.0% |
| Citigroup Inc | $27 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 43 holders, 673.79K shares, $17.30M 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.