CAFG
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -12.5% ·
share flow -7.3% ·
net new positions -14.3%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory… | 114.80K | — | $3.05M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | HighTower Advisors, LLC | 57.08K | — | $1.45M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Commonwealth Equity Services, Llc | 37.53K | — | $953,540 | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Captrust Financial Advisors | 14.09K | — | $357,870 | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Royal Bank Of Canada | 13.97K | — | $355,000 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 3.60K | — | $91,433 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | UBS Group AG | 108 | — | $2,744 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Citadel Advisors | $493,275 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 18 holders, 307.01K shares, $8.15M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.