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-Q1 13F filings. 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
113 tracked funds added or opened CVSA while 68 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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, VANGUARD GROUP 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 2025-Q4 and 2026-Q1, across 352 tracked filers holding CVSA, 188 increased or opened the position and 199 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 CVSA 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 19
- VANGUARD PORTFOLIO MANAGEMENT LLC$279M
- VANGUARD CAPITAL MANAGEMENT LLC$172M
- VANGUARD FIDUCIARY TRUST CO$27M
- WESTPORT ASSET MANAGEMENT INC$14M
- HRT FINANCIAL LP$6M
- VANGUARD ASSET MANAGEMENT, Ltd$3M
Full exits 28
- VANGUARD GROUP INC$444M
- TWO SIGMA ADVISERS, LP$20M
- Pacer Advisors, Inc.$14M
- THORNBURG INVESTMENT MANAGEMENT INC$13M
- INTRINSIC EDGE CAPITAL MANAGEMENT LLC$10M
- Squarepoint Ops LLC$7M
Largest adds
- FMR LLC$162M
- Alyeska Investment Group, L.P.$49M
- Capital World Investors$27M
- ARIEL INVESTMENTS, LLC$26M
- DIMENSIONAL FUND ADVISORS LP$22M
- TWO SIGMA INVESTMENTS, LP$21M
Largest trims
- BlackRock, Inc.$140M
- Allianz Asset Management GmbH$28M
- Invesco Ltd.$26M
- SG Americas Securities, LLC$21M
- Trexquant Investment LP$12M
- Qube Research & Technologies Ltd$11M
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 |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 3,629,706 | $418M | 9.7% | 2026-Q1 |
| FMR LLC added | 2,653,948 | $306M | 7.1% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 2,421,606 | $279M | 6.4% | 2026-Q1 |
| ARIEL INVESTMENTS, LLC added | 1,931,284 | $223M | 5.1% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 1,773,564 | $204M | 4.7% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 1,490,536 | $172M | 4.0% | 2026-Q1 |
| STATE STREET CORP trimmed | 1,349,338 | $156M | 3.6% | 2026-Q1 |
| Capital World Investors added | 1,029,363 | $119M | 2.7% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 854,009 | $98M | 2.3% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 812,123 | $94M | 2.2% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 741,172 | $85M | 2.0% | 2026-Q1 |
| Alyeska Investment Group, L.P. added | 680,171 | $78M | 1.8% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 579,114 | $67M | 1.5% | 2026-Q1 |
| Fisher Asset Management, LLC trimmed | 565,937 | $65M | 1.5% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 500,245 | $58M | 1.3% | 2026-Q1 |
| LSV ASSET MANAGEMENT added | 495,020 | $57M | 1.3% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 494,531 | $57M | 1.3% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 491,182 | $57M | 1.3% | 2026-Q1 |
| Boston Partners added | 478,007 | $55M | 1.3% | 2026-Q1 |
| MORGAN STANLEY trimmed | 419,195 | $48M | 1.1% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 414,324 | $48M | 1.1% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 410,796 | $47M | 1.1% | 2026-Q1 |
| FRONTIER CAPITAL MANAGEMENT CO LLC trimmed | 381,161 | $44M | 1.0% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 345,837 | $40M | 0.9% | 2026-Q1 |
| NEUMEIER POMA INVESTMENT COUNSEL LLC added | 342,087 | $39M | 0.9% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 279,214 | $32M | 0.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 237,470 | $27M | 0.6% | 2026-Q1 |
| Allianz Asset Management GmbH trimmed | 232,311 | $27M | 0.6% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 229,702 | $26M | 0.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 228,136 | $26M | 0.6% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 208,953 | $24M | 0.6% | 2026-Q1 |
| SG Capital Management LLC trimmed | 197,690 | $23M | 0.5% | 2026-Q1 |
| ALGERT GLOBAL LLC added | 155,302 | $18M | 0.4% | 2026-Q1 |
| Public Sector Pension Investment Board trimmed | 145,822 | $17M | 0.4% | 2026-Q1 |
| UBS Group AG added | 145,074 | $17M | 0.4% | 2026-Q1 |
| Nuveen, LLC added | 141,473 | $16M | 0.4% | 2026-Q1 |
| Corient Private Wealth LLC added | 135,986 | $16M | 0.4% | 2026-Q1 |
| GW&K Investment Management, LLC trimmed | 133,122 | $15M | 0.4% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC added | 130,397 | $15M | 0.3% | 2026-Q1 |
| Invesco Ltd. trimmed | 127,028 | $15M | 0.3% | 2026-Q1 |
| WESTPORT ASSET MANAGEMENT INC new | 125,759 | $14M | 0.3% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 126,691 | $14M | 0.3% | 2026-Q1 |
| Man Group plc added | 110,280 | $13M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 97,987 | $11M | 0.3% | 2026-Q1 |
| SEI INVESTMENTS CO added | 92,494 | $11M | 0.2% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC added | 92,324 | $11M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 88,136 | $10M | 0.2% | 2026-Q1 |
| Legal & General Group Plc trimmed | 85,476 | $10M | 0.2% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 82,366 | $9M | 0.2% | 2026-Q1 |
| FIRST SABREPOINT CAPITAL MANAGEMENT LP trimmed | 80,000 | $9M | 0.2% | 2026-Q1 |
| Trexquant Investment LP trimmed | 79,503 | $9M | 0.2% | 2026-Q1 |
| PANAGORA ASSET MANAGEMENT INC trimmed | 78,574 | $9M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 75,054 | $9M | 0.2% | 2026-Q1 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added | 73,855 | $9M | 0.2% | 2026-Q1 |
| RENAISSANCE GROUP LLC added | 73,322 | $8M | 0.2% | 2026-Q1 |
| Swiss National Bank trimmed | 69,100 | $8M | 0.2% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 68,087 | $8M | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 67,061 | $8M | 0.2% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 66,179 | $8M | 0.2% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC trimmed | 59,995 | $7M | 0.2% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 59,618 | $7M | 0.2% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 65,378 | $7M | 0.2% | 2026-Q1 |
| Hillsdale Investment Management Inc. trimmed | 58,600 | $7M | 0.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 55,912 | $6M | 0.1% | 2026-Q1 |
| NORGES BANK added | 63,845 | $6M | 0.1% | 2026-Q1 |
| WEDGE CAPITAL MANAGEMENT L L P/NC trimmed | 54,975 | $6M | 0.1% | 2026-Q1 |
| HRT FINANCIAL LP added | 54,624 | $6M | 0.1% | 2026-Q1 |
| BESSEMER GROUP INC added | 53,958 | $6M | 0.1% | 2026-Q1 |
| Phocas Financial Corp. trimmed | 53,635 | $6M | 0.1% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 50,100 | $6M | 0.1% | 2026-Q1 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed | 49,192 | $6M | 0.1% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 49,064 | $6M | 0.1% | 2026-Q1 |
| LEUTHOLD GROUP, LLC added | 47,562 | $5M | 0.1% | 2026-Q1 |
| KESTREL INVESTMENT MANAGEMENT CORP trimmed | 47,300 | $5M | 0.1% | 2026-Q1 |
| MACKENZIE FINANCIAL CORP added | 43,943 | $5M | 0.1% | 2026-Q1 |
| MARSHALL WACE, LLP added | 43,398 | $5M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 42,000 | $5M | 0.1% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 41,277 | $5M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 4,294,390 | $444M | 10.3% | 2025-Q4 stale |
| FULLER & THALER ASSET MANAGEMENT, INC. added | 460,683 | $71M | 1.6% | 2025-Q3 stale |
| Driehaus Capital Management LLC added | 412,303 | $64M | 1.5% | 2025-Q3 stale |
| LORD, ABBETT & CO. LLC trimmed | 276,883 | $43M | 1.0% | 2025-Q3 stale |
| TWO SIGMA ADVISERS, LP added | 192,100 | $20M | 0.5% | 2025-Q4 stale |
| CIBC WORLD MARKET INC. added | 124,867 | $19M | 0.4% | 2025-Q3 stale |
| Pacer Advisors, Inc. added | 136,408 | $14M | 0.3% | 2025-Q4 stale |
| THORNBURG INVESTMENT MANAGEMENT INC trimmed | 123,239 | $13M | 0.3% | 2025-Q4 stale |
| Robeco Institutional Asset Management B.V. | 72,443 | $11M | 0.3% | 2025-Q3 stale |
| Peregrine Asset Advisers, Inc. added | 69,012 | $11M | 0.2% | 2025-Q3 stale |
| MACQUARIE GROUP LTD added | 67,146 | $10M | 0.2% | 2025-Q3 stale |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC added | 95,880 | $10M | 0.2% | 2025-Q4 stale |
| NOMURA HOLDINGS INC added | 61,616 | $10M | 0.2% | 2025-Q3 stale |
| TWINBEECH CAPITAL LP trimmed | 58,967 | $8M | 0.2% | 2025-Q2 stale |
| Curi Capital, LLC added | 46,904 | $7M | 0.2% | 2025-Q3 stale |
| AXA S.A. added | 56,549 | $7M | 0.2% | 2025-Q2 stale |
| Squarepoint Ops LLC trimmed | 69,352 | $7M | 0.2% | 2025-Q4 stale |
| Global IMC LLC trimmed | 50,933 | $6M | 0.1% | 2025-Q2 stale |
| Informed Momentum Co LLC added | 42,591 | $6M | 0.1% | 2025-Q3 stale |
| AXA Investment Managers S.A. new | 37,865 | $6M | 0.1% | 2025-Q3 stale |
| CREDIT AGRICOLE S A | 34,711 | $5M | 0.1% | 2025-Q3 stale |
| Lingohr Asset Management GmbH new | 31,000 | $5M | 0.1% | 2025-Q3 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.
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.