Who owns CVSA
Which tracked institutional funds hold CVSA, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CVSA 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
93 tracked funds added or opened CVSA while 75 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
CVSA’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes CVSA more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in CVSA 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 341 tracked filers holding CVSA, 186 increased or opened the position and 182 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 CVSA 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 14
- Jupiter Topco LLC$13M
- Foresight Group Ltd Liability Partnership$10M
- NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$9M
- LONESTAR CAPITAL MANAGEMENT LLC$7M
- Integrated Quantitative Investments LLC$1M
- Engineers Gate Manager LP$1M
Full exits 34
- LSV ASSET MANAGEMENT$57M
- GW&K Investment Management, LLC$15M
- CITADEL ADVISORS LLC$10M
- FIRST SABREPOINT CAPITAL MANAGEMENT LP$9M
- HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$9M
- HRT FINANCIAL LP$6M
Largest adds
- BlackRock, Inc.$265M
- FMR LLC$95M
- PRICE T ROWE ASSOCIATES INC /MD/$39M
- VANGUARD PORTFOLIO MANAGEMENT LLC$18M
- DIMENSIONAL FUND ADVISORS LP$18M
- STATE STREET CORP$18M
Largest trims
- TWO SIGMA INVESTMENTS, LP$25M
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/$23M
- GOLDMAN SACHS GROUP INC$20M
- Man Group plc$12M
- Alyeska Investment Group, L.P.$10M
- UBS Group AG$8M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 5,480,326 | $683M | 17.1% | 2026-Q2 |
| FMR LLC added | 3,218,203 | $401M | 10.0% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 2,386,958 | $298M | 7.4% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 1,782,750 | $222M | 5.6% | 2026-Q2 |
| ARIEL INVESTMENTS, LLC trimmed | 1,771,844 | $221M | 5.5% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 1,473,948 | $184M | 4.6% | 2026-Q2 |
| STATE STREET CORP added | 1,389,477 | $173M | 4.3% | 2026-Q2 |
| Capital World Investors added | 1,063,643 | $133M | 3.3% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 894,257 | $111M | 2.8% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 802,055 | $100M | 2.5% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 767,934 | $96M | 2.4% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 630,365 | $79M | 2.0% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 567,255 | $71M | 1.8% | 2026-Q2 |
| Boston Partners added | 567,172 | $71M | 1.8% | 2026-Q2 |
| Alyeska Investment Group, L.P. trimmed | 551,961 | $69M | 1.7% | 2026-Q2 |
| Fisher Asset Management, LLC trimmed | 505,776 | $63M | 1.6% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 483,276 | $60M | 1.5% | 2026-Q2 |
| MORGAN STANLEY added | 472,980 | $59M | 1.5% | 2026-Q2 |
| NORTHERN TRUST CORP added | 434,988 | $54M | 1.4% | 2026-Q2 |
| NEUMEIER POMA INVESTMENT COUNSEL LLC added | 353,047 | $44M | 1.1% | 2026-Q2 |
| FRONTIER CAPITAL MANAGEMENT CO LLC trimmed | 302,654 | $38M | 0.9% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 271,952 | $33M | 0.8% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 259,443 | $32M | 0.8% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 244,163 | $30M | 0.8% | 2026-Q2 |
| Bank of New York Mellon Corp added | 230,327 | $29M | 0.7% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 211,728 | $26M | 0.7% | 2026-Q2 |
| Allianz Asset Management GmbH trimmed | 198,977 | $23M | 0.6% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 193,740 | $24M | 0.6% | 2026-Q2 |
| Nuveen, LLC added | 192,024 | $24M | 0.6% | 2026-Q2 |
| SG Capital Management LLC trimmed | 178,396 | $22M | 0.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 176,311 | $22M | 0.5% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 163,146 | $20M | 0.5% | 2026-Q2 |
| ALGERT GLOBAL LLC trimmed | 155,006 | $19M | 0.5% | 2026-Q2 |
| Invesco Ltd. added | 147,295 | $18M | 0.5% | 2026-Q2 |
| Public Sector Pension Investment Board trimmed | 139,530 | $17M | 0.4% | 2026-Q2 |
| Corient Private Wealth LP added | 138,204 | $17M | 0.4% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC trimmed | 127,642 | $16M | 0.4% | 2026-Q2 |
| WESTPORT ASSET MANAGEMENT INC | 125,759 | $16M | 0.4% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP added | 108,376 | $14M | 0.3% | 2026-Q2 |
| Jupiter Topco LLC new | 108,253 | $13M | 0.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 102,347 | $13M | 0.3% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 101,455 | $13M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 85,410 | $11M | 0.3% | 2026-Q2 |
| Legal & General Group Plc trimmed | 84,091 | $10M | 0.3% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 80,655 | $10M | 0.3% | 2026-Q2 |
| LGT CAPITAL PARTNERS LTD. added | 80,500 | $10M | 0.3% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 77,581 | $10M | 0.2% | 2026-Q2 |
| Foresight Group Ltd Liability Partnership new | 77,264 | $10M | 0.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 77,048 | $9M | 0.2% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 75,697 | $9M | 0.2% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC trimmed | 69,759 | $9M | 0.2% | 2026-Q2 |
| Swiss National Bank added | 69,300 | $9M | 0.2% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added | 68,639 | $9M | 0.2% | 2026-Q2 |
| UBS Group AG trimmed | 68,440 | $9M | 0.2% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 67,540 | $8M | 0.2% | 2026-Q2 |
| Hillsdale Investment Management Inc. added | 64,800 | $8M | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 64,611 | $8M | 0.2% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 64,422 | $8M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 62,350 | $8M | 0.2% | 2026-Q2 |
| RENAISSANCE GROUP LLC trimmed | 61,036 | $8M | 0.2% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 57,080 | $7M | 0.2% | 2026-Q2 |
| LONESTAR CAPITAL MANAGEMENT LLC new | 55,000 | $7M | 0.2% | 2026-Q2 |
| Phocas Financial Corp. trimmed | 50,902 | $6M | 0.2% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 50,713 | $6M | 0.2% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 49,358 | $6M | 0.2% | 2026-Q2 |
| MARSHALL WACE, LLP added | 48,188 | $6M | 0.2% | 2026-Q2 |
| ExodusPoint Capital Management, LP added | 47,378 | $6M | 0.1% | 2026-Q2 |
| KESTREL INVESTMENT MANAGEMENT CORP | 47,300 | $6M | 0.1% | 2026-Q2 |
| LEUTHOLD GROUP, LLC trimmed | 45,106 | $6M | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 43,978 | $5M | 0.1% | 2026-Q2 |
| Vident Advisory, LLC added | 40,388 | $5M | 0.1% | 2026-Q2 |
| LGT Fund Management Co Ltd. | 40,050 | $5M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 39,858 | $5M | 0.1% | 2026-Q2 |
| Trexquant Investment LP trimmed | 38,618 | $5M | 0.1% | 2026-Q2 |
| FARLEY CAPITAL L.P. | 37,256 | $5M | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 37,098 | $5M | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 34,447 | $4M | 0.1% | 2026-Q2 |
| INTECH INVESTMENT MANAGEMENT LLC added | 34,259 | $4M | 0.1% | 2026-Q2 |
| WEDGE CAPITAL MANAGEMENT L L P/NC trimmed | 31,959 | $4M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 31,358 | $4M | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 30,663 | $4M | 0.1% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 29,614 | $4M | 0.1% | 2026-Q2 |
| PANAGORA ASSET MANAGEMENT INC trimmed | 28,624 | $4M | 0.1% | 2026-Q2 |
| Smith Group Asset Management, LLC added | 26,505 | $3M | 0.1% | 2026-Q2 |
| OP Asset Management Ltd added | 26,435 | $3M | 0.1% | 2026-Q2 |
| Jump Financial, LLC added | 25,776 | $3M | 0.1% | 2026-Q2 |
| Atom Investors LP added | 25,391 | $3M | 0.1% | 2026-Q2 |
| FORMULA GROWTH LTD trimmed | 25,196 | $3M | 0.1% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 24,586 | $3M | 0.1% | 2026-Q2 |
| BARCLAYS PLC added | 24,010 | $3M | 0.1% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 23,271 | $3M | 0.1% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 22,787 | $3M | 0.1% | 2026-Q2 |
| NewEdge Wealth, LLC added | 22,385 | $3M | 0.1% | 2026-Q2 |
| Elo Mutual Pension Insurance Co added | 21,859 | $3M | 0.1% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 21,800 | $3M | 0.1% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 21,623 | $3M | 0.1% | 2026-Q2 |
| Horizon Investments, LLC added | 21,000 | $3M | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 20,053 | $2M | 0.1% | 2026-Q2 |
| Creative Planning added | 19,508 | $2M | 0.1% | 2026-Q2 |
| Global Alpha Capital Management Ltd. trimmed | 19,501 | $2M | 0.1% | 2026-Q2 |
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.