CAFG
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -16.7% ·
share flow -18.8% ·
net new positions -20.0%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory… | 64.41K | -5.1% | $2.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Commonwealth Equity Services, Llc | 37.26K | +0.1% | $1.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Captrust Financial Advisors | 14.09K | 0.0% | $478,958 | 0.0% | Held | 3 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 3.54K | +9.3% | $120,347 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 715 | New | $24,310 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Morgan Stanley | $24,310 | 0.0% |
Exited
| HighTower Advisors, LLC | $1.81M | was 0.0% |
| Royal Bank Of Canada | $688,000 | was 0.0% |
| Northwestern Mutual Wealth… | $2,424 | 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.