Institutional Holders (2026 Q1)
260 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CXM. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | PRIVATE MANAGEMENT GROUP INC | 0.85% | 4,920,085 | $29.5M |
| 2 | Jackson Creek Investment Advisors LLC | 0.40% | 227,399 | $1K |
| 3 | PACES FERRY WEALTH ADVISORS, LLC | 0.26% | 105,481 | $633K |
| 4 | Jefferies Financial Group Inc. | 0.23% | 5,617,911 | $33.7M |
| 5 | Hillsdale Investment Management Inc. | 0.14% | 884,000 | $5.3M |
| 6 | SG Americas Securities, LLC | 0.05% | 8,377,479 | $50K |
| 7 | Abel Hall, LLC | 0.05% | 38,257 | $230K |
| 8 | Quent Capital, LLC | 0.03% | 65,737 | $394K |
| 9 | CenterBook Partners LP | 0.03% | 84,098 | $505K |
| 10 | BFSG, LLC | 0.02% | 36,500 | $219K |
| 11 | AlphaQuest LLC | 0.02% | 36,226 | $282K |
| 12 | Northside Capital Management, LLC | 0.01% | 23,707 | $142K |
| 13 | FNY Investment Advisers, LLC | 0.01% | 4,000 | — |
| 14 | NOVEM GROUP | 0.01% | 15,217 | $91K |
| 15 | Versant Capital Management, Inc | 0.01% | 16,922 | $102K |
| 16 | Inscription Capital, LLC | 0.01% | 15,242 | $91K |
| 17 | Harbor Group, Inc. | 0.01% | 10,875 | $65K |
| 18 | Brooklyn Investment Group | 0.01% | 45,770 | $275K |
| 19 | EXENCIAL WEALTH ADVISORS, LLC | 0.01% | 37,455 | $225K |
| 20 | Inspire Investing, LLC | 0.01% | 13,386 | $80K |
| 21 | Covestor Ltd | 0.01% | 1,451 | — |
| 22 | GAMMA Investing LLC | 0.01% | 20,982 | $126K |
| 23 | Louisiana State Employees Retirement System | 0.01% | 54,800 | — |
| 24 | DEUTSCHE BANK AG\ | 0.01% | 2,775,647 | $16.7M |
| 25 | Cornerstone Investment Partners, LLC | 0.01% | 21,505 | $129K |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|