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Institutional Ownership · SEC Form 13F

Who owns CURV


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

Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

88
Institutional holders
86M
Shares held (tracked funds)
86.5%
Of shares outstanding

How the tape is positioned

9 tracked funds added or opened CURV while 4 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

CURV’s largest tracked holder by dollar value, SYCAMORE PARTNERS MANAGEMENT, L.P., sizes it at 99.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 99.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in CURV 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 88 tracked filers holding CURV, 61 increased or opened the position and 27 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.

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 CURV 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 1

  • MUFG Securities EMEA plc$748K

Full exits 1

  • SG Americas Securities, LLC$3M

Largest adds

  • SYCAMORE PARTNERS MANAGEMENT, L.P.$5M
  • MORGAN STANLEY$2M
  • Fund 1 Investments, LLC$1M
  • Shay Capital LLC$934K
  • CITADEL ADVISORS LLC$533K
  • AQR CAPITAL MANAGEMENT LLC$530K

Largest trims

  • NOMURA HOLDINGS INC$433K
  • CIBC Bancorp USA Inc.$304K
  • BANK OF AMERICA CORP /DE/$265K

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
SYCAMORE PARTNERS MANAGEMENT, L.P.58,295,694$109M62.2%2026-Q2
Fund 1 Investments, LLC added9,847,478$18M10.5%2026-Q2
NOMURA HOLDINGS INC trimmed5,082,272$10M5.4%2026-Q2
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND2,000,000$4M2.1%2026-Q2
BlackRock, Inc. added1,917,282$4M2.0%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC added1,379,474$3M1.5%2026-Q2
MORGAN STANLEY added956,529$2M1.0%2026-Q2
Shay Capital LLC added684,359$1M0.7%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added665,130$1M0.7%2026-Q2
AQR CAPITAL MANAGEMENT LLC added472,948$884K0.5%2026-Q2
BANK OF AMERICA CORP /DE/ trimmed459,366$859K0.5%2026-Q2
GOLDMAN SACHS GROUP INC added409,422$766K0.4%2026-Q2
MUFG Securities EMEA plc new400,000$748K0.4%2026-Q2
STATE STREET CORP trimmed345,405$646K0.4%2026-Q2
TWO SIGMA INVESTMENTS, LP added322,649$603K0.3%2026-Q2
CITADEL ADVISORS LLC added319,793$598K0.3%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC added234,631$439K0.3%2026-Q2
NORTHERN TRUST CORP added226,178$423K0.2%2026-Q2
UBS Group AG added188,418$352K0.2%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed182,674$342K0.2%2026-Q2
JB CAPITAL PARTNERS LP150,000$280K0.2%2026-Q2
VANGUARD FIDUCIARY TRUST CO added128,234$240K0.1%2026-Q2
ING GROEP NV100,000$187K0.1%2026-Q2
BRIDGEWAY CAPITAL MANAGEMENT, LLC added95,900$179K0.1%2026-Q2
CIBC Bancorp USA Inc. trimmed76,896$144K0.1%2026-Q2
Bank of New York Mellon Corp added66,647$125K0.1%2026-Q2
Russell Investments Group, Ltd. added62,373$117K0.1%2026-Q2
IEQ CAPITAL, LLC added55,535$104K0.1%2026-Q2
Aster Capital Management (DIFC) Ltd33,602$99K0.1%2026-Q2
Centiva Capital, LP added49,562$93K0.1%2026-Q2
Nuveen, LLC trimmed49,337$92K0.1%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP added46,708$87K0.0%2026-Q2
FMR LLC added41,584$78K0.0%2026-Q2
ALLIANCEBERNSTEIN L.P. added42,940$76K0.0%2026-Q2
RHUMBLINE ADVISERS added39,910$75K0.0%2026-Q2
ROYAL BANK OF CANADA added35,665$67K0.0%2026-Q2
Jain Global LLC trimmed35,003$65K0.0%2026-Q2
Abel Hall, LLC added34,410$64K0.0%2026-Q2
DEUTSCHE BANK AG\ trimmed33,510$63K0.0%2026-Q2
PRUDENTIAL FINANCIAL INC trimmed30,675$57K0.0%2026-Q2
WELLS FARGO & COMPANY/MN added28,755$54K0.0%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/ added24,277$46K0.0%2026-Q2
Cerity Partners LLC added24,540$46K0.0%2026-Q2
J2 Capital Management Inc new23,401$44K0.0%2026-Q2
Mariner, LLC new21,927$41K0.0%2026-Q2
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new20,338$40K0.0%2026-Q2
Invesco Ltd. trimmed18,499$35K0.0%2026-Q2
CITIGROUP INC added15,855$30K0.0%2026-Q2
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed15,813$30K0.0%2026-Q2
XTX Topco Ltd added15,585$29K0.0%2026-Q2
JPMORGAN CHASE & CO added14,707$26K0.0%2026-Q2
MERCER GLOBAL ADVISORS INC /ADV new13,466$25K0.0%2026-Q2
Tower Research Capital LLC (TRC) added11,010$21K0.0%2026-Q2
NEW YORK STATE COMMON RETIREMENT FUND9,002$17K0.0%2026-Q2
Arax Advisory Partners added7,960$15K0.0%2026-Q2
GAMMA Investing LLC added6,184$12K0.0%2026-Q2
BNP PARIBAS FINANCIAL MARKETS trimmed6,061$11K0.0%2026-Q2
BARCLAYS PLC trimmed4,801$9K0.0%2026-Q2
Police & Firemen's Retirement System of New Jersey4,733$9K0.0%2026-Q2
Legal & General Group Plc added4,457$8K0.0%2026-Q2
Vanguard Global Advisers, LLC4,399$8K0.0%2026-Q2
FEDERATED HERMES, INC. new4,240$8K0.0%2026-Q2
JONES FINANCIAL COMPANIES LLLP3,000$6K0.0%2026-Q2
GROUP ONE TRADING LLC trimmed2,194$4K0.0%2026-Q2
SBI Securities Co., Ltd. added1,999$4K0.0%2026-Q2
Integrated Wealth Concepts LLC new1,468$3K0.0%2026-Q2
EverSource Wealth Advisors, LLC trimmed1,352$3K0.0%2026-Q2
Ameritas Investment Partners, Inc.979$2K0.0%2026-Q2
Allworth Financial LP added935$2K0.0%2026-Q2
Sterling Capital Management LLC trimmed631$1K0.0%2026-Q2
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed473$8850.0%2026-Q2
Cornerstone Planning Group LLC new276$6570.0%2026-Q2
Caitong International Asset Management Co., Ltd trimmed301$5630.0%2026-Q2
Essential Partners LLC trimmed292$5460.0%2026-Q2
IFP Advisors, Inc added284$5310.0%2026-Q2
ROTHSCHILD INVESTMENT LLC added232$4340.0%2026-Q2
OSAIC HOLDINGS, INC. added200$3740.0%2026-Q2
True Wealth Design, LLC added116$2170.0%2026-Q2
Fortitude Family Office, LLC new97$1810.0%2026-Q2
PNC Financial Services Group, Inc.97$1810.0%2026-Q2
Farther Finance Advisors, LLC added83$1520.0%2026-Q2
Transamerica Financial Advisors, LLC new78$1450.0%2026-Q2
Federation des caisses Desjardins du Quebec30$560.0%2026-Q2
Clearstead Advisors, LLC trimmed20$380.0%2026-Q2
Wealth Enhancement Trust Services, Inc. new11$210.0%2026-Q2
SJS Investment Consulting Inc. added6$120.0%2026-Q2
NISA INVESTMENT ADVISORS, LLC6$110.0%2026-Q2
Optiver Holding B.V. trimmed4$70.0%2026-Q2
SG Americas Securities, LLC new1,903,074$3M1.9%2026-Q1 stale (1 quarter behind)
VANGUARD GROUP INC trimmed1,306,936$1M0.7%2025-Q4 stale (2 quarters behind)
JACOBS LEVY EQUITY MANAGEMENT, INC trimmed343,899$336K0.2%2025-Q4 stale (2 quarters behind)
MILLENNIUM MANAGEMENT LLC trimmed159,138$156K0.1%2025-Q4 stale (2 quarters behind)
Point72 Asset Management, L.P. trimmed597,068$1M0.6%2025-Q3 stale (3 quarters behind)
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed187,931$329K0.2%2025-Q3 stale (3 quarters behind)
Alyeska Investment Group, L.P. added1,204,505$4M2.0%2025-Q2 stale (4 quarters behind)
Ghisallo Capital Management LLC added549,336$2M0.9%2025-Q2 stale (4 quarters behind)
Woodline Partners LP new526,500$2M0.9%2025-Q2 stale (4 quarters behind)
Hudson Bay Capital Management LP added375,000$1M0.6%2025-Q2 stale (4 quarters behind)
O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed61,266$181K0.1%2025-Q2 stale (4 quarters behind)
Creative Planning added37,291$110K0.1%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.

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