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No 8-K filings in the last 30 days.
Institutional coverage is still building for this ticker.
Unlock crowding heatmapUnlock filer discoverySentiment: unknown
No recent insider trades detected.
Red flags: 0
9 filers reported a long position in CFIT for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
| Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|
| Sound Financial Strategies Group, LLC | $15.2M | 584.1K | New |
| Ascentis Wealth Management, LLC | $6.1M | 234.9K | -2.4% |
| Atria Investments, Inc | $3.7M | 140.8K | +3.8% |
| Betterment LLC | $1.5M | 58.6K | +0.6% |
| KINTRA WEALTH, LLC | $755.9K | 29K | New |
| ENVESTNET ASSET MANAGEMENT INC | $415.8K | 15.9K | +23.5% |
| UBS Group AG | $42K | 1.6K | +48.7% |
| ASSETMARK, INC | $27.6K | 1.1K | New |
| Steward Partners Investment Advisory, LLC | $2.1K | 82 | Unchanged |
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