Who owns CFIT?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of CFIT from SEC Form 13F filings across 9 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 9 institutions disclosed 5.3M shares of CFIT worth $26.3M; the largest disclosed holder is Ascentis Wealth Management, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
9
13F holders
$26.3M
value, 2026 filers
5.3M
shares disclosed
3
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of CFIT's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Ascentis Wealth Management, LLC | 4.5M | $6.1M | 0.9% | — | +1761.3% |
| 2 | Sound Financial Strategies Group, LLCNEW | 584,134 | $15.2M | 9.7% | — | new |
| 3 | Atria Investments, Inc | 140,804 | $3.7M | 0.0% | — | +3.8% |
| 4 | Betterment LLC | 58,617 | $1,529 | 0.0% | — | +0.6% |
| 5 | KINTRA WEALTH, LLCNEW | 28,967 | $755,914 | 0.0% | — | new |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 15,948 | $415,846 | 0.0% | — | +23.5% |
| 7 | UBS Group AG | 1,612 | $42,033 | 0.0% | — | +48.7% |
| 8 | ASSETMARK, INCNEW | 1,060 | $27,640 | 0.0% | — | new |
| 9 | Steward Partners Investment Advisory, LLC | 82 | $2,138 | 0.0% | — | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.