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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| SYCAMORE PARTNERS MANAGEMENT, L.P. | 58,295,694 | $109M | 62.2% | 2026-Q2 |
| Fund 1 Investments, LLC added | 9,847,478 | $18M | 10.5% | 2026-Q2 |
| NOMURA HOLDINGS INC trimmed | 5,082,272 | $10M | 5.4% | 2026-Q2 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 2,000,000 | $4M | 2.1% | 2026-Q2 |
| BlackRock, Inc. added | 1,917,282 | $4M | 2.0% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 1,379,474 | $3M | 1.5% | 2026-Q2 |
| MORGAN STANLEY added | 956,529 | $2M | 1.0% | 2026-Q2 |
| Shay Capital LLC added | 684,359 | $1M | 0.7% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 665,130 | $1M | 0.7% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 472,948 | $884K | 0.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 459,366 | $859K | 0.5% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 409,422 | $766K | 0.4% | 2026-Q2 |
| MUFG Securities EMEA plc new | 400,000 | $748K | 0.4% | 2026-Q2 |
| STATE STREET CORP trimmed | 345,405 | $646K | 0.4% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 322,649 | $603K | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 319,793 | $598K | 0.3% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 234,631 | $439K | 0.3% | 2026-Q2 |
| NORTHERN TRUST CORP added | 226,178 | $423K | 0.2% | 2026-Q2 |
| UBS Group AG added | 188,418 | $352K | 0.2% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 182,674 | $342K | 0.2% | 2026-Q2 |
| JB CAPITAL PARTNERS LP | 150,000 | $280K | 0.2% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 128,234 | $240K | 0.1% | 2026-Q2 |
| ING GROEP NV | 100,000 | $187K | 0.1% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 95,900 | $179K | 0.1% | 2026-Q2 |
| CIBC Bancorp USA Inc. trimmed | 76,896 | $144K | 0.1% | 2026-Q2 |
| Bank of New York Mellon Corp added | 66,647 | $125K | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 62,373 | $117K | 0.1% | 2026-Q2 |
| IEQ CAPITAL, LLC added | 55,535 | $104K | 0.1% | 2026-Q2 |
| Aster Capital Management (DIFC) Ltd | 33,602 | $99K | 0.1% | 2026-Q2 |
| Centiva Capital, LP added | 49,562 | $93K | 0.1% | 2026-Q2 |
| Nuveen, LLC trimmed | 49,337 | $92K | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 46,708 | $87K | 0.0% | 2026-Q2 |
| FMR LLC added | 41,584 | $78K | 0.0% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 42,940 | $76K | 0.0% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 39,910 | $75K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 35,665 | $67K | 0.0% | 2026-Q2 |
| Jain Global LLC trimmed | 35,003 | $65K | 0.0% | 2026-Q2 |
| Abel Hall, LLC added | 34,410 | $64K | 0.0% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 33,510 | $63K | 0.0% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC trimmed | 30,675 | $57K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 28,755 | $54K | 0.0% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 24,277 | $46K | 0.0% | 2026-Q2 |
| Cerity Partners LLC added | 24,540 | $46K | 0.0% | 2026-Q2 |
| J2 Capital Management Inc new | 23,401 | $44K | 0.0% | 2026-Q2 |
| Mariner, LLC new | 21,927 | $41K | 0.0% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new | 20,338 | $40K | 0.0% | 2026-Q2 |
| Invesco Ltd. trimmed | 18,499 | $35K | 0.0% | 2026-Q2 |
| CITIGROUP INC added | 15,855 | $30K | 0.0% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 15,813 | $30K | 0.0% | 2026-Q2 |
| XTX Topco Ltd added | 15,585 | $29K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 14,707 | $26K | 0.0% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV new | 13,466 | $25K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) added | 11,010 | $21K | 0.0% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND | 9,002 | $17K | 0.0% | 2026-Q2 |
| Arax Advisory Partners added | 7,960 | $15K | 0.0% | 2026-Q2 |
| GAMMA Investing LLC added | 6,184 | $12K | 0.0% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 6,061 | $11K | 0.0% | 2026-Q2 |
| BARCLAYS PLC trimmed | 4,801 | $9K | 0.0% | 2026-Q2 |
| Police & Firemen's Retirement System of New Jersey | 4,733 | $9K | 0.0% | 2026-Q2 |
| Legal & General Group Plc added | 4,457 | $8K | 0.0% | 2026-Q2 |
| Vanguard Global Advisers, LLC | 4,399 | $8K | 0.0% | 2026-Q2 |
| FEDERATED HERMES, INC. new | 4,240 | $8K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP | 3,000 | $6K | 0.0% | 2026-Q2 |
| GROUP ONE TRADING LLC trimmed | 2,194 | $4K | 0.0% | 2026-Q2 |
| SBI Securities Co., Ltd. added | 1,999 | $4K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 1,468 | $3K | 0.0% | 2026-Q2 |
| EverSource Wealth Advisors, LLC trimmed | 1,352 | $3K | 0.0% | 2026-Q2 |
| Ameritas Investment Partners, Inc. | 979 | $2K | 0.0% | 2026-Q2 |
| Allworth Financial LP added | 935 | $2K | 0.0% | 2026-Q2 |
| Sterling Capital Management LLC trimmed | 631 | $1K | 0.0% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 473 | $885 | 0.0% | 2026-Q2 |
| Cornerstone Planning Group LLC new | 276 | $657 | 0.0% | 2026-Q2 |
| Caitong International Asset Management Co., Ltd trimmed | 301 | $563 | 0.0% | 2026-Q2 |
| Essential Partners LLC trimmed | 292 | $546 | 0.0% | 2026-Q2 |
| IFP Advisors, Inc added | 284 | $531 | 0.0% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC added | 232 | $434 | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 200 | $374 | 0.0% | 2026-Q2 |
| True Wealth Design, LLC added | 116 | $217 | 0.0% | 2026-Q2 |
| Fortitude Family Office, LLC new | 97 | $181 | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. | 97 | $181 | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 83 | $152 | 0.0% | 2026-Q2 |
| Transamerica Financial Advisors, LLC new | 78 | $145 | 0.0% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec | 30 | $56 | 0.0% | 2026-Q2 |
| Clearstead Advisors, LLC trimmed | 20 | $38 | 0.0% | 2026-Q2 |
| Wealth Enhancement Trust Services, Inc. new | 11 | $21 | 0.0% | 2026-Q2 |
| SJS Investment Consulting Inc. added | 6 | $12 | 0.0% | 2026-Q2 |
| NISA INVESTMENT ADVISORS, LLC | 6 | $11 | 0.0% | 2026-Q2 |
| Optiver Holding B.V. trimmed | 4 | $7 | 0.0% | 2026-Q2 |
| SG Americas Securities, LLC new | 1,903,074 | $3M | 1.9% | 2026-Q1 stale (1 quarter behind) |
| VANGUARD GROUP INC trimmed | 1,306,936 | $1M | 0.7% | 2025-Q4 stale (2 quarters behind) |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 343,899 | $336K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| MILLENNIUM MANAGEMENT LLC trimmed | 159,138 | $156K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Point72 Asset Management, L.P. trimmed | 597,068 | $1M | 0.6% | 2025-Q3 stale (3 quarters behind) |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 187,931 | $329K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Alyeska Investment Group, L.P. added | 1,204,505 | $4M | 2.0% | 2025-Q2 stale (4 quarters behind) |
| Ghisallo Capital Management LLC added | 549,336 | $2M | 0.9% | 2025-Q2 stale (4 quarters behind) |
| Woodline Partners LP new | 526,500 | $2M | 0.9% | 2025-Q2 stale (4 quarters behind) |
| Hudson Bay Capital Management LP added | 375,000 | $1M | 0.6% | 2025-Q2 stale (4 quarters behind) |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 61,266 | $181K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Creative Planning added | 37,291 | $110K | 0.1% | 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.
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.