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-Q2 13F filings (latest filed 2026-08-14). 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
3 tracked funds added or opened CFIT while 2 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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, Sound Financial Strategies Group, LLC, sizes it at 9.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 9.6pp 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 2026-Q1 and 2026-Q2, across 8 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 2026-Q1 and 2026-Q2 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 2
- Sound Financial Strategies Group, LLC$15M
- KINTRA WEALTH, LLC$756K
Full exits 2
- Betterment LLC$1M
- GTS SECURITIES LLC$1M
Largest adds
- Atria Investments, Inc$309K
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 |
|---|---|---|---|---|
| Sound Financial Strategies Group, LLC new | 584,134 | $15M | 44.8% | 2026-Q2 |
| Ascentis Wealth Management, LLC added | 4,481,508 | $6M | 18.0% | 2026-Q2 |
| Atria Investments, Inc added | 140,804 | $4M | 10.8% | 2026-Q2 |
| KINTRA WEALTH, LLC new | 28,967 | $756K | 2.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 15,948 | $416K | 1.2% | 2026-Q2 |
| UBS Group AG added | 1,612 | $42K | 0.1% | 2026-Q2 |
| ASSETMARK, INC new | 1,060 | $28K | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 82 | $2K | 0.0% | 2026-Q2 |
| Betterment LLC trimmed | 58,292 | $1M | 4.3% | 2026-Q1 stale (1 quarter behind) |
| GTS SECURITIES LLC added | 49,302 | $1M | 3.6% | 2026-Q1 stale (1 quarter behind) |
| Ascentis Independent Advisors new | 12,917 | $320K | 0.9% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC trimmed | 12,360 | $307K | 0.9% | 2026-Q1 stale (1 quarter behind) |
| SANDERS MORRIS HARRIS LLC added | 10,581 | $262K | 0.8% | 2026-Q1 stale (1 quarter behind) |
| ORG Partners LLC added | 85,512 | $2M | 6.3% | 2025-Q4 stale (2 quarters behind) |
| Cambria Investment Management, L.P. added | 58,411 | $1M | 4.3% | 2025-Q4 stale (2 quarters behind) |
| CITADEL ADVISORS LLC added | 22,158 | $557K | 1.6% | 2025-Q4 stale (2 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.