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Institutional Ownership · SEC Form 13F

Who owns CTEV (CTEV)


Which tracked institutional funds hold CTEV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CTEV 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.

93
Institutional holders
14,098,720
Shares held (tracked funds)
85.2%
Of shares outstanding

How the tape is positioned

The tracked-fund tape on CTEV is one-sided between 2025-Q4 and 2026-Q1: 7 added or opened and 46 trimmed or exited — on balance reducing.

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

CTEV’s largest tracked holder by dollar value, H&F Corporate Investors VIII, Ltd., sizes it at 100.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 100.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in CTEV 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 93 tracked filers holding CTEV, 55 increased or opened the position and 47 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.

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 CTEV 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 6

  • VANGUARD CAPITAL MANAGEMENT LLC$7M
  • SCOGGIN MANAGEMENT LP$1M
  • VANGUARD PORTFOLIO MANAGEMENT LLC$1M
  • MARSHALL WACE, LLP$1M
  • VANGUARD FIDUCIARY TRUST CO$916K
  • JACOBS LEVY EQUITY MANAGEMENT, INC$647K

Full exits 9

  • VANGUARD GROUP INC$25M
  • Topline Capital Management, LLC$8M
  • HBK INVESTMENTS L P$3M
  • FAS Wealth Partners, Inc.$1M
  • Verition Fund Management LLC$823K
  • CITADEL ADVISORS LLC$754K

Largest adds

  • BARCLAYS PLC$3M

Largest trims

  • H&F Corporate Investors VIII, Ltd.$103M
  • ARES MANAGEMENT LLC$49M
  • Arini Captial Management Ltd$39M
  • PUBLIC INVESTMENT FUND$34M
  • Beach Point Capital Management LP$19M
  • BlackRock, Inc.$14M

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).

FundSharesReported value% of valueQuarter
H&F Corporate Investors VIII, Ltd.3,887,858$64M21.9%2026-Q1
ARES MANAGEMENT LLC1,863,105$30M10.5%2026-Q1
Arini Captial Management Ltd added1,534,687$25M8.7%2026-Q1
PUBLIC INVESTMENT FUND1,281,250$21M7.2%2026-Q1
Beach Point Capital Management LP added795,346$13M4.5%2026-Q1
BlackRock, Inc. added588,003$10M3.3%2026-Q1
CPV Partners, LLC495,258$8M2.8%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new430,068$7M2.4%2026-Q1
CASPIAN CAPITAL LP added356,250$6M2.0%2026-Q1
PRUDENTIAL FINANCIAL INC added353,744$6M2.0%2026-Q1
BARCLAYS PLC added241,783$4M1.4%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed232,088$4M1.3%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added189,841$3M1.1%2026-Q1
STATE STREET CORP trimmed155,621$3M0.9%2026-Q1
RBF Capital, LLC added135,314$2M0.8%2026-Q1
NOMURA HOLDINGS INC added126,116$2M0.7%2026-Q1
BANK OF AMERICA CORP /DE/ added97,795$2M0.6%2026-Q1
MORGAN STANLEY trimmed97,055$2M0.5%2026-Q1
OAK HILL ADVISORS LP91,773$1M0.5%2026-Q1
Point72 Asset Management, L.P. added89,444$1M0.5%2026-Q1
SCOGGIN MANAGEMENT LP new88,523$1M0.5%2026-Q1
Aperture Investors, LLC80,720$1M0.5%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new71,653$1M0.4%2026-Q1
Allianz Asset Management GmbH added67,067$1M0.4%2026-Q1
NORTHERN TRUST CORP added66,238$1M0.4%2026-Q1
MARSHALL WACE, LLP added62,184$1M0.4%2026-Q1
VANGUARD FIDUCIARY TRUST CO new56,087$916K0.3%2026-Q1
RENAISSANCE TECHNOLOGIES LLC trimmed51,915$848K0.3%2026-Q1
XTX Topco Ltd added49,332$806K0.3%2026-Q1
Third Point LLC trimmed44,000$719K0.2%2026-Q1
JACOBS LEVY EQUITY MANAGEMENT, INC added39,602$647K0.2%2026-Q1
AQR CAPITAL MANAGEMENT LLC added34,614$566K0.2%2026-Q1
CITIGROUP INC added34,403$562K0.2%2026-Q1
Nuveen, LLC added34,068$557K0.2%2026-Q1
UBS Group AG added28,772$470K0.2%2026-Q1
Invesco Ltd. trimmed22,607$369K0.1%2026-Q1
ALLIANCEBERNSTEIN L.P.7,500$321K0.1%2026-Q1
MILLENNIUM MANAGEMENT LLC trimmed19,360$316K0.1%2026-Q1
Centiva Capital, LP added18,359$300K0.1%2026-Q1
Bank of New York Mellon Corp added18,111$296K0.1%2026-Q1
BRIDGEWAY CAPITAL MANAGEMENT, LLC16,331$267K0.1%2026-Q1
GOLDMAN SACHS GROUP INC trimmed15,447$252K0.1%2026-Q1
GSA CAPITAL PARTNERS LLP added14,291$234K0.1%2026-Q1
Empowered Funds, LLC13,281$217K0.1%2026-Q1
CastleKnight Management LP13,000$212K0.1%2026-Q1
DIMENSIONAL FUND ADVISORS LP trimmed11,419$186K0.1%2026-Q1
Cape Investment Advisory, Inc. new10,225$167K0.1%2026-Q1
RHUMBLINE ADVISERS added9,920$162K0.1%2026-Q1
Quantbot Technologies LP added9,382$153K0.1%2026-Q1
DEUTSCHE BANK AG\ added5,272$86K0.0%2026-Q1
MetLife Investment Management, LLC added5,211$85K0.0%2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added4,314$70K0.0%2026-Q1
JPMORGAN CHASE & CO added3,741$59K0.0%2026-Q1
WELLS FARGO & COMPANY/MN trimmed3,343$55K0.0%2026-Q1
QUADRANT CAPITAL GROUP LLC25$49K0.0%2026-Q1
STRS OHIO2,800$46K0.0%2026-Q1
FMR LLC trimmed2,796$46K0.0%2026-Q1
VANGUARD GROUP INC added584,470$25M8.6%2025-Q4 stale
Topline Capital Management, LLC trimmed196,718$8M2.9%2025-Q4 stale
HBK INVESTMENTS L P new75,000$3M1.1%2025-Q4 stale
Kent Lake PR LLC trimmed35,000$2M0.6%2025-Q3 stale
Squarepoint Ops LLC added31,006$2M0.6%2025-Q3 stale
Walleye Capital LLC added29,053$2M0.5%2025-Q3 stale
Cubist Systematic Strategies, LLC new27,366$1M0.5%2025-Q3 stale
Alpha Wave Global, LP31,907$1M0.5%2025-Q2 stale
FAS Wealth Partners, Inc. added31,097$1M0.5%2025-Q4 stale
AXA Investment Managers S.A. new21,236$1M0.4%2025-Q3 stale
JANE STREET GROUP, LLC trimmed20,303$1M0.4%2025-Q3 stale
Verition Fund Management LLC added19,244$823K0.3%2025-Q4 stale
CITADEL ADVISORS LLC added17,640$754K0.3%2025-Q4 stale
AMERICAN CENTURY COMPANIES INC trimmed16,529$707K0.2%2025-Q4 stale
BNP PARIBAS ASSET MANAGEMENT Holding S.A. new16,012$685K0.2%2025-Q4 stale
SUSQUEHANNA INTERNATIONAL GROUP, LLP added15,784$675K0.2%2025-Q4 stale
Informed Momentum Co LLC trimmed11,583$615K0.2%2025-Q3 stale
Swiss National Bank new11,400$487K0.2%2025-Q4 stale
RAYMOND JAMES FINANCIAL INC9,971$450K0.2%2025-Q2 stale
HUSSMAN STRATEGIC ADVISORS, INC. new10,500$449K0.2%2025-Q4 stale
D. E. Shaw & Co., Inc. trimmed9,580$410K0.1%2025-Q4 stale
Jump Financial, LLC new9,281$397K0.1%2025-Q4 stale
Kendall Capital Management new8,731$373K0.1%2025-Q4 stale
PRICE T ROWE ASSOCIATES INC /MD/ trimmed7,746$332K0.1%2025-Q4 stale
Fore Capital, LLC14,875$307K0.1%2025-Q1 stale
Corton Capital Inc. new6,575$297K0.1%2025-Q2 stale
ARISTEIA CAPITAL, L.L.C. trimmed6,274$283K0.1%2025-Q2 stale
HRT FINANCIAL LP added13,745$283K0.1%2025-Q1 stale
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC6,486$277K0.1%2025-Q4 stale
Aquatic Capital Management LLC added6,425$275K0.1%2025-Q4 stale
Graham Capital Management, L.P. new4,516$240K0.1%2025-Q3 stale
Jain Global LLC new10,951$226K0.1%2025-Q1 stale
Tidal Investments LLC trimmed5,261$225K0.1%2025-Q4 stale
AXQ CAPITAL, LP new5,212$223K0.1%2025-Q4 stale
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM new4,148$220K0.1%2025-Q3 stale
Trexquant Investment LP trimmed10,181$210K0.1%2025-Q1 stale
OMERS ADMINISTRATION Corp new10,100$208K0.1%2025-Q1 stale
BALYASNY ASSET MANAGEMENT L.P. new9,960$205K0.1%2025-Q1 stale
AlphaQuest LLC trimmed3,988$170K0.1%2025-Q4 stale
GROUP ONE TRADING LLC added3,442$155K0.1%2025-Q2 stale
LOS ANGELES CAPITAL MANAGEMENT LLC new1,064$70K0.0%2025-Q4 stale
MACQUARIE GROUP LTD new1,204$64K0.0%2025-Q3 stale
KLP KAPITALFORVALTNING AS new1,200$51K0.0%2025-Q4 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.

HoldersTotal shares

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.

Learn how to read institutional ownership