CAIQ
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +3.5% ·
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 Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 472.16K | +2.8% | $12.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Royal Bank Of Canada | 15.00K | +48.9% | $403,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Captrust Financial Advisors | 11.85K | New | $318,038 | 0.0% | New | 1 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 9.93K | New | $266,728 | 0.0% | New | 1 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 8.91K | +3465.2% | $239,303 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 8.91K | +3465.2% | $239,303 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 1 | New | $46 | 0.0% | New | 1 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 0 | New | $6 | 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
| Captrust Financial Advisors | $318,038 | 0.0% |
| Envestnet Asset Management Inc | $266,728 | 0.0% |
| Morgan Stanley | $46 | 0.0% |
| Wells Fargo & Company/Mn | $6 | 0.0% |
Exited
| Jane Street Group, Llc | $467,785 | was 0.0% |
| Truist Financial Corp | $274,397 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 40 holders, 3.31M shares, $79.35M 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.