CAIE
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +0.1% ·
net new positions +20.0%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 175.00K | n/a | $4.68M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Royal Bank Of Canada | 164.28K | n/a | $4.39M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Cetera Investment Advisers | 86.26K | n/a | $2.31M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Mml Investors Services, Llc | 46.79K | n/a | $1.25M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Wealth Enhancement Advisory… | 33.05K | n/a | $896,439 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 32.48K | n/a | $868,498 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Jane Street Group, Llc | 20.06K | n/a | $536,378 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Focus Partners Wealth | 18.50K | n/a | $499,315 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 5.18K | n/a | $138,647 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 550 | New | $14,707 | 0.0% | New | 1 | SEC ↗ |
| 11 | Fidelity (FMR) ✦ | 7 | New | $187 | 0.0% | New | 1 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 1 | New | $45 | 0.0% | New | 1 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 0 | n/a | $6 | 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
| JPMorgan Chase | $14,707 | 0.0% |
| Fidelity (FMR) | $187 | 0.0% |
| Morgan Stanley | $45 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 146 holders, 17.92M shares, $434.73M 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.