AI Holders Summary · Q1 2026

40 institutions reported CVU in Q1 2026. ROYCE & ASSOCIATES LP leads at 21.4% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(6 on this page)

#HolderValueShares% port.Quarter

ROYCE & ASSOCIATES LP

CIK 0000906304

$2M602K0.02%Q1 2026 02

SUSQUEHANNA INTERNATIONAL GROUP, LLP

CIK 0001446194· Market maker

$2M527K0.00%Q1 2026 03

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$2M420K0.00%Q1 2026 04

LPL Financial LLC

CIK 0001403438

$796K203K0.00%Q1 2026 05

JANE STREET GROUP, LLC

CIK 0001595888· Market maker

$560K143K0.00%Q1 2026 06

KORNITZER CAPITAL MANAGEMENT INC /KS

CIK 0000898358

$515K132K0.01%Q1 2026 07

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$461K118K0.00%Q1 2026 08

STATE STREET CORP

CIK 0000093751

$296K75K0.00%Q1 2026 09

VANGUARD FIDUCIARY TRUST CO

CIK 0000933478· Index

$270K69K0.00%Q1 2026 10

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$267K68K0.00%Q1 2026 11

CITADEL ADVISORS LLC

CIK 0001423053

$257K65K0.00%Q4 2025 12

Apollon Wealth Management, LLC

CIK 0001764387

$257K50K0.00%Q2 2026 13

Marex Group plc

CIK 0001997464

$231K59K0.00%Q1 2026 14

Fortis Capital Management LLC

CIK 0001802167

$229K59K0.02%Q1 2026 15

GSA CAPITAL PARTNERS LLP

CIK 0001362033

$184K47K0.01%Q1 2026 16

Penn Capital Management Company, LLC

CIK 0001158202

$139K36K0.01%Q1 2026 17

JAMES INVESTMENT RESEARCH, INC.

CIK 0000810384

$137K35K0.02%Q1 2026 18

NewEdge Advisors, LLC

CIK 0001633516

$137K35K0.00%Q1 2026 19

THOMPSON DAVIS & CO., INC.

CIK 0001017284

$123K31K0.08%Q1 2026 20

BlackRock, Inc.

CIK 0002012383

$116K30K0.00%Q1 2026

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