CGIB
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +30.0% ·
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 Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 1.85M | +89.7% | $46.68M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Envestnet Asset Management Inc | 1.14M | +98.7% | $28.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | HighTower Advisors, LLC | 585.58K | +58.4% | $14.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Assetmark, Inc | 110.83K | +43.7% | $2.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Royal Bank Of Canada | 108.70K | +8.2% | $2.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 103.73K | +11.8% | $2.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 102.67K | +32.5% | $2.59M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Sei Investments Co | 89.35K | +29.8% | $2.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Cetera Investment Advisers | 86.45K | +80.0% | $2.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Capital International Investors | 60.32K | -33.2% | $1.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Mml Investors Services, Llc | 46.29K | +41.2% | $1.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Jane Street Group, Llc | 43.51K | New | $1.10M | 0.0% | New | 1 | SEC ↗ |
| 13 | Stifel Financial Corp | 37.28K | New | $940,838 | 0.0% | New | 1 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 28.24K | New | $712,712 | 0.0% | New | 1 | SEC ↗ |
| 15 | Raymond James Financial Inc | 14.29K | +40.9% | $360,558 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 16 | Bank of New York Mellon Corp | 11.76K | New | $296,784 | 0.0% | New | 1 | SEC ↗ ×2 |
| 17 | Mariner, LLC | 8.68K | +10.1% | $219,040 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Fifth Third Bancorp | 8.39K | New | $211,696 | 0.0% | New | 1 | SEC ↗ |
| 19 | UBS Group AG | 1.98K | New | $49,890 | 0.0% | New | 1 | SEC ↗ |
| 20 | Cwm, Llc | 1.93K | New | $48,754 | 0.0% | New | 1 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 36 | New | $908 | 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
| Jane Street Group, Llc | $1.10M | 0.0% |
| Stifel Financial Corp | $940,838 | 0.0% |
| Citadel Advisors | $712,712 | 0.0% |
| Bank of New York Mellon Corp | $296,784 | 0.0% |
| Fifth Third Bancorp | $211,696 | 0.0% |
| UBS Group AG | $49,890 | 0.0% |
| Cwm, Llc | $48,754 | 0.0% |
| Northwestern Mutual Wealth… | $908 | 0.0% |
Exited
| Morgan Stanley | $456 | was 0.0% |
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.