$COMP is held by 12 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.33%, with an average of 0.05% of portfolio. Largest holder: Kingdon Capital Management, L.l.c. at 0.33%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
COMPASS
13F holders
424
Net 13F flow · Q
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Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
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Institutional holders
Top 10 of 424 · Source: 13F-HR01
Litman Gregory Wealth Management LLC
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02
Crewe Advisors LLC
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03
Poplar Forest Capital LLC
—
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04
Minneapolis Portfolio Management Group, LLC
—
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05
Axa S.a.
—
—
06
Nuveen
—
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07
Omega Financial Group, LLC
—
—
08
Strs Ohio
—
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09
Kwmg, LLC
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10
State Street
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Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
12 holders · Q1 202601
Kingdon Capital Management, L.l.c.
0.33% NEW
α +12.8pts
02
Oxford Asset Management LLP
0.22% NEW
α +10.3pts
03
Connor, Clark & Lunn Investment Management Ltd.
0.06% held
α +12.3pts
04
Wellington Management Group LLP
0.01% held
α +10.5pts
05
GM Advisory Group, LLC
0.00% held
α +16.5pts
06
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% held
α +27.5pts
07
Eventide Asset Management, LLC
0.00% held
α +22.5pts
08
Level Financial Advisors
0.00% held
α +30.9pts
09
Nisa Investment Advisors, LLC
0.00% held
α +16.6pts
10
Caption Management, LLC
0.00% held
α +15.5pts
11
Quarry LP
0.00% held
α +10.6pts
12
Citigroup Inc.
0.00% held
α +26.3pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
28 transactions · 5 filersTransaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.
Congress trades · last 90 days
No Congress trades
No STOCK Act filings reference $COMP in the recent window.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $COMP lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $COMP — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 09:31 UTC.