Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
341 institutional managers reported holding CVSA for the quarter ended Mar 31, 2026. Reported positions total over 95% of shares outstanding; the top 10 hold 59%. 38 opened new positions; 63 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| BlackRock | 5.23M | 15.04% | $602.6M | trimmed -3% | 2017 Q2 |
| Vanguard Group | 4.21M | 12.10% | $484.8M | trimmed -3.3% | 2017 Q2 |
| FMR (Fidelity) | 2.65M | 7.63% | $305.9M | added +91.1% | 2017 Q2 |
| Ariel Investments, LLC | 1.93M | 5.55% | $222.6M | added +1.8% | 2017 Q2 |
| Dimensional Fund Advisors | 1.77M | 5.10% | $204.4M | unchanged | 2017 Q2 |
| State Street | 1.35M | 3.88% | $155.5M | trimmed -1.6% | 2017 Q2 |
| Capital Group (American Funds) | 1.03M | 2.96% | $118.6M | added +15.8% | 2023 Q4 |
| Geode Capital | 854.0k | 2.46% | $98.4M | trimmed -3.9% | 2017 Q2 |
| Wellington Management | 816.3k | 2.35% | $94.1M | trimmed -3.5% | 2017 Q2 |
| Arrowstreet Capital | 741.2k | 2.13% | $85.4M | added +0.6% | 2022 Q4 |
| Alyeska Investment Group | 680.2k | 1.96% | $78.4M | added +137.8% | 2024 Q3 |
| Franklin Resources | 579.1k | 1.67% | $66.7M | added +1.5% | 2023 Q2 |
| Fisher Investments | 565.9k | 1.63% | $65.2M | trimmed -1.9% | 2025 Q2 |
| Charles Schwab Investment Management | 500.2k | 1.44% | $57.6M | added +3.6% | 2017 Q2 |
| LSV Asset Management | 495.0k | 1.42% | $57.0M | added +3.1% | 2023 Q2 |
| Two Sigma | 494.5k | 1.42% | $57.0M | added +42.3% | 2024 Q4 |
| T. Rowe Price | 491.2k | 1.41% | $56.6M | added +1.9% | 2017 Q2 |
| Boston Partners | 478.0k | 1.37% | $55.1M | added +16.8% | 2024 Q4 |
| Morgan Stanley | 419.2k | 1.21% | $48.3M | trimmed -8.4% | 2017 Q2 |
| Northern Trust | 414.3k | 1.19% | $47.7M | trimmed -2% | 2017 Q2 |
| MFS Investment Management | 410.8k | 1.18% | $47.3M | trimmed -11.3% | 2025 Q2 |
| Frontier Capital Management CO LLC | 381.2k | 1.10% | $43.9M | trimmed -4.2% | 2019 Q3 |
| Goldman Sachs | 345.8k | 0.99% | $39.9M | added +51.6% | 2017 Q2 |
| Neumeier Poma Investment Counsel LLC (focused) | 342.1k | 0.98% | $39.4M | added +2.5% | 2024 Q2 |
| AQR Capital | 282.2k | 0.81% | $32.5M | added +42.6% | 2022 Q4 |
| Allianz Asset Management GmbH | 232.3k | 0.67% | $26.8M | trimmed -55.8% | 2021 Q3 |
| BNY Mellon | 229.7k | 0.66% | $26.5M | trimmed -7.2% | 2017 Q2 |
| Bank OF America CORP /DE/ | 228.1k | 0.66% | $26.3M | added +55% | 2017 Q2 |
| UBS | 220.1k | 0.63% | $25.4M | added +10.4% | 2017 Q2 |
| Principal Financial Group INC | 209.0k | 0.60% | $24.1M | unchanged | 2017 Q2 |
| SG Capital Management LLC | 197.7k | 0.57% | $22.8M | trimmed -18.4% | 2023 Q2 |
| Invesco | 157.5k | 0.45% | $18.1M | trimmed -59.6% | 2017 Q2 |
| Algert Global LLC | 155.3k | 0.45% | $17.9M | added +4% | 2024 Q1 |
| Public Sector Pension Investment Board | 145.8k | 0.42% | $16.8M | trimmed -3.6% | 2021 Q3 |
| Nuveen | 141.5k | 0.41% | $16.3M | added +65.3% | 2019 Q2 |
| Corient Private Wealth LLC | 136.0k | 0.39% | $15.7M | added +2620.3% | 2022 Q4 |
| Gw&k Investment Management, LLC | 133.1k | 0.38% | $15.3M | trimmed -8.7% | 2025 Q4 |
| Prudential Financial INC | 130.4k | 0.38% | $15.0M | added +41.3% | 2017 Q2 |
| Westport Asset Management INC | 125.8k | 0.36% | $14.5M | opened | 2026 Q1 |
| Man Group | 110.3k | 0.32% | $12.7M | added +8.3% | 2024 Q1 |
| Rhumbline Advisers | 98.0k | 0.28% | $11.3M | trimmed -3.2% | 2017 Q2 |
| SEI Investments CO | 92.5k | 0.27% | $10.7M | added +216.7% | 2022 Q2 |
| Lazard Asset Management LLC | 92.3k | 0.27% | $10.6M | added +40.6% | 2023 Q2 |
| Citadel Advisors | 88.1k | 0.25% | $10.2M | added +66.6% | 2022 Q1 |
| Legal & General Group PLC | 85.5k | 0.25% | $9.8M | trimmed -10% | 2017 Q2 |
| Millennium Management | 82.4k | 0.24% | $9.5M | trimmed -47% | 2022 Q2 |
| First Sabrepoint Capital Management LP (focused) | 80.0k | 0.23% | $9.2M | trimmed -40.7% | 2025 Q4 |
| Trexquant Investment LP | 79.5k | 0.23% | $9.2M | trimmed -60.6% | 2022 Q2 |
| Panagora Asset Management INC | 78.6k | 0.23% | $9.1M | trimmed -51.9% | 2025 Q1 |
| Healthcare OF Ontario Pension Plan Trust Fund | 73.9k | 0.21% | $8.5M | added +247.9% | 2025 Q4 |
Largest 50 of 341 shown; the full ranked, searchable register is at boothcheck.com/holders/CVSA. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.