Who owns CFIT
Which tracked institutional funds hold CFIT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CFIT 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
2 tracked funds added or opened CFIT while 5 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
CFIT’s largest tracked holder by dollar value, Ascentis Wealth Management, LLC, sizes it at 1.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in CFIT 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 10 tracked filers holding CFIT, 6 increased or opened the position and 6 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 CFIT 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.
Full exits 3
- ORG Partners LLC$2M
- Cambria Investment Management, L.P.$1M
- CITADEL ADVISORS LLC$557K
Largest adds
- Ascentis Wealth Management, LLC$979K
- GTS SECURITIES LLC$978K
Largest trims
- Atria Investments, Inc$708K
- JANE STREET GROUP, LLC$289K
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 |
|---|---|---|---|---|
| Ascentis Wealth Management, LLC added | 240,768 | $6M | 34.3% | 2026-Q1 |
| Atria Investments, Inc trimmed | 135,607 | $3M | 19.3% | 2026-Q1 |
| Betterment LLC trimmed | 58,292 | $1M | 8.3% | 2026-Q1 |
| GTS SECURITIES LLC added | 49,302 | $1M | 7.0% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 12,917 | $320K | 1.8% | 2026-Q1 |
| Ascentis Independent Advisors new | 12,917 | $320K | 1.8% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 12,360 | $307K | 1.8% | 2026-Q1 |
| SANDERS MORRIS HARRIS LLC added | 10,581 | $262K | 1.5% | 2026-Q1 |
| UBS Group AG added | 1,084 | $27K | 0.2% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC | 82 | $2K | 0.0% | 2026-Q1 |
| ORG Partners LLC added | 85,512 | $2M | 12.3% | 2025-Q4 stale |
| Cambria Investment Management, L.P. added | 58,411 | $1M | 8.4% | 2025-Q4 stale |
| CITADEL ADVISORS LLC added | 22,158 | $557K | 3.2% | 2025-Q4 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 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.