CGIB
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +7.7% ·
share flow 0.0% ·
net new positions +7.1%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 19 | -1 | 5.67M | $144.81M | +1 | −2 |
| Q1 2026 | 21 | +7 | 4.44M | $111.93M | +8 | −1 |
| Q4 2025 | 14 | +1 | 2.52M | $63.97M | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 975.10K | — | $24.73M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 975.10K | — | $24.73M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 571.61K | — | $14.50M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | HighTower Advisors, LLC | 369.71K | — | $9.38M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Royal Bank Of Canada | 100.42K | — | $2.55M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 92.79K | — | $2.35M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Capital International Investors | 90.31K | — | $2.29M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 77.50K | — | $1.97M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 77.50K | — | $1.97M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Assetmark, Inc | 77.13K | — | $1.96M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Sei Investments Co | 68.85K | — | $1.75M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Cetera Investment Advisers | 48.02K | — | $1.22M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Mml Investors Services, Llc | 32.78K | — | $831,188 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Raymond James Financial Inc | 10.14K | — | $257,201 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Raymond James Financial Inc | 10.14K | — | $257,201 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Mariner, LLC | 7.89K | — | $200,014 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 18 | New | $456 | 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 | $456 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 55 holders, 9.00M shares, $219.34M 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.