Who owns CFFN (CFFN)
Which tracked institutional funds hold CFFN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CFFN company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
38 tracked funds added or opened CFFN while 24 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
CFFN’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in CFFN divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 251 tracked filers holding CFFN, 118 increased or opened the position and 118 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in CFFN between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 11
- VANGUARD PORTFOLIO MANAGEMENT LLC$48M
- VANGUARD CAPITAL MANAGEMENT LLC$37M
- VANGUARD FIDUCIARY TRUST CO$5M
- TOWLE & CO$3M
- Qube Research & Technologies Ltd$3M
- JUPITER ASSET MANAGEMENT LTD$3M
Full exits 7
- VANGUARD GROUP INC$80M
- TWO SIGMA ADVISERS, LP$7M
- JANE STREET GROUP, LLC$1M
- Y-Intercept (Hong Kong) Ltd$832K
- HRT FINANCIAL LP$644K
- VARCOV Co.$587K
Largest adds
- TWO SIGMA INVESTMENTS, LP$7M
- UBS Group AG$4M
- BlackRock, Inc.$4M
- DIMENSIONAL FUND ADVISORS LP$4M
- STATE STREET CORP$4M
- Invesco Ltd.$4M
Largest trims
- AMERICAN CENTURY COMPANIES INC$11M
- ALLIANCEBERNSTEIN L.P.$2M
- CITADEL ADVISORS LLC$1M
- BARCLAYS PLC$1M
- HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$750K
- JPMORGAN CHASE & CO$749K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 18,167,603 | $130M | 15.4% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 6,790,130 | $48M | 5.8% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 6,687,514 | $48M | 5.7% | 2026-Q1 |
| HoldCo Asset Management, LP | 6,466,059 | $46M | 5.5% | 2026-Q1 |
| STATE STREET CORP added | 6,070,315 | $43M | 5.1% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 5,189,801 | $37M | 4.4% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 4,168,897 | $30M | 3.5% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 3,762,568 | $27M | 3.2% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 3,264,146 | $23M | 2.8% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 3,086,641 | $22M | 2.6% | 2026-Q1 |
| MORGAN STANLEY trimmed | 1,880,109 | $13M | 1.6% | 2026-Q1 |
| Invesco Ltd. added | 1,876,443 | $13M | 1.6% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 1,876,159 | $13M | 1.6% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 1,850,322 | $13M | 1.6% | 2026-Q1 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC trimmed | 1,828,258 | $13M | 1.5% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 1,753,403 | $13M | 1.5% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 1,706,122 | $12M | 1.4% | 2026-Q1 |
| CRAMER ROSENTHAL MCGLYNN LLC trimmed | 1,434,888 | $10M | 1.2% | 2026-Q1 |
| NORTHERN TRUST CORP added | 1,307,228 | $9M | 1.1% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 1,159,696 | $8M | 1.0% | 2026-Q1 |
| Nuveen, LLC added | 1,151,962 | $8M | 1.0% | 2026-Q1 |
| UBS Group AG added | 954,157 | $7M | 0.8% | 2026-Q1 |
| CSM Advisors, LLC trimmed | 809,855 | $6M | 0.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 762,605 | $5M | 0.6% | 2026-Q1 |
| LSV ASSET MANAGEMENT | 686,350 | $5M | 0.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 658,889 | $5M | 0.6% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 580,851 | $4M | 0.5% | 2026-Q1 |
| IEQ CAPITAL, LLC added | 571,811 | $4M | 0.5% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 561,323 | $4M | 0.5% | 2026-Q1 |
| TOWLE & CO new | 476,240 | $3M | 0.4% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 471,248 | $3M | 0.4% | 2026-Q1 |
| JUPITER ASSET MANAGEMENT LTD new | 451,251 | $3M | 0.4% | 2026-Q1 |
| SEI INVESTMENTS CO added | 447,415 | $3M | 0.4% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 442,882 | $3M | 0.4% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 435,124 | $3M | 0.4% | 2026-Q1 |
| Public Sector Pension Investment Board added | 427,395 | $3M | 0.4% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 403,201 | $3M | 0.3% | 2026-Q1 |
| Empowered Funds, LLC added | 355,076 | $3M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 350,505 | $2M | 0.3% | 2026-Q1 |
| PANAGORA ASSET MANAGEMENT INC | 331,381 | $2M | 0.3% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 308,971 | $2M | 0.3% | 2026-Q1 |
| Trexquant Investment LP trimmed | 303,275 | $2M | 0.3% | 2026-Q1 |
| State of New Jersey Common Pension Fund D trimmed | 297,084 | $2M | 0.3% | 2026-Q1 |
| Mariner, LLC added | 280,186 | $2M | 0.2% | 2026-Q1 |
| Creative Planning trimmed | 264,622 | $2M | 0.2% | 2026-Q1 |
| Legal & General Group Plc trimmed | 251,837 | $2M | 0.2% | 2026-Q1 |
| Swiss National Bank | 248,800 | $2M | 0.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 231,012 | $2M | 0.2% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 223,397 | $2M | 0.2% | 2026-Q1 |
| BARCLAYS PLC trimmed | 216,268 | $2M | 0.2% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. added | 208,696 | $1M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 207,395 | $1M | 0.2% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 215,333 | $1M | 0.2% | 2026-Q1 |
| CWM, LLC added | 191,431 | $1M | 0.2% | 2026-Q1 |
| WINTON GROUP Ltd added | 169,452 | $1M | 0.1% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 164,574 | $1M | 0.1% | 2026-Q1 |
| Merit Financial Group, LLC added | 164,621 | $1M | 0.1% | 2026-Q1 |
| Campbell & CO Investment Adviser LLC trimmed | 163,690 | $1M | 0.1% | 2026-Q1 |
| Cerity Partners LLC added | 151,594 | $1M | 0.1% | 2026-Q1 |
| INTECH INVESTMENT MANAGEMENT LLC added | 145,367 | $1M | 0.1% | 2026-Q1 |
| LPL Financial LLC added | 144,853 | $1M | 0.1% | 2026-Q1 |
| ExodusPoint Capital Management, LP added | 133,696 | $953K | 0.1% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC added | 127,817 | $911K | 0.1% | 2026-Q1 |
| WEDGE CAPITAL MANAGEMENT L L P/NC added | 127,175 | $907K | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 120,791 | $861K | 0.1% | 2026-Q1 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC trimmed | 120,253 | $857K | 0.1% | 2026-Q1 |
| CANADA LIFE ASSURANCE Co added | 117,554 | $837K | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 115,175 | $821K | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 111,747 | $810K | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP added | 113,184 | $807K | 0.1% | 2026-Q1 |
| CITIGROUP INC added | 101,450 | $723K | 0.1% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD | 101,200 | $722K | 0.1% | 2026-Q1 |
| Rafferty Asset Management, LLC added | 99,705 | $711K | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 97,881 | $698K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 94,119 | $671K | 0.1% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 90,432 | $645K | 0.1% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH trimmed | 89,158 | $636K | 0.1% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 86,850 | $619K | 0.1% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 83,176 | $593K | 0.1% | 2026-Q1 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 83,017 | $592K | 0.1% | 2026-Q1 |
| Mutual Advisors, LLC new | 79,189 | $565K | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 78,649 | $561K | 0.1% | 2026-Q1 |
| TEACHER RETIREMENT SYSTEM OF TEXAS added | 77,965 | $556K | 0.1% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 76,200 | $543K | 0.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 75,240 | $536K | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 11,730,460 | $80M | 9.5% | 2025-Q4 stale |
| T. Rowe Price Investment Management, Inc. trimmed | 6,593,678 | $37M | 4.4% | 2025-Q1 stale |
| TWO SIGMA ADVISERS, LP trimmed | 1,026,100 | $7M | 0.8% | 2025-Q4 stale |
| Foundry Partners, LLC added | 734,510 | $4M | 0.5% | 2025-Q1 stale |
| NORGES BANK trimmed | 398,371 | $2M | 0.3% | 2025-Q1 stale |
| JANE STREET GROUP, LLC added | 188,965 | $1M | 0.2% | 2025-Q4 stale |
| Cubist Systematic Strategies, LLC trimmed | 223,767 | $1M | 0.1% | 2025-Q1 stale |
| TD Asset Management Inc added | 218,486 | $1M | 0.1% | 2025-Q1 stale |
| Squarepoint Ops LLC added | 182,660 | $1M | 0.1% | 2025-Q3 stale |
| Y-Intercept (Hong Kong) Ltd added | 122,161 | $832K | 0.1% | 2025-Q4 stale |
| HRT FINANCIAL LP added | 94,692 | $644K | 0.1% | 2025-Q4 stale |
| VARCOV Co. new | 86,170 | $587K | 0.1% | 2025-Q4 stale |
| Brandywine Global Investment Management, LLC added | 79,040 | $538K | 0.1% | 2025-Q4 stale |
| Wealthcare Advisory Partners LLC | 72,510 | $494K | 0.1% | 2025-Q4 stale |
| Fourthstone LLC trimmed | 74,887 | $476K | 0.1% | 2025-Q3 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.