Security record · archived quarter
CGO
name pending profile ingest
12Tracked holders
0Δ holders
1.05MShares held
$12.02MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +1.0% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 435.67K | +2.5% | $4.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 435.67K | +2.5% | $4.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | LPL Financial LLC | 213.04K | — | $2.43M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 163.04K | — | $1.86M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | UBS Group AG | 73.35K | — | $835,434 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | UBS Group AG | 73.35K | — | $835,434 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Invesco Ltd. | 40.29K | — | $458,937 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 37.20K | — | $423,745 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 27.72K | — | $315,747 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Royal Bank Of Canada | 26.46K | — | $301,000 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Stifel Financial Corp | 20.10K | — | $228,905 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Cetera Investment Advisers | 10.07K | — | $114,676 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 6.04K | — | $68,812 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 6.04K | — | $68,812 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Cwm, Llc | 1.91K | — | $22,000 | 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
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 42 holders, 2.35M shares, $26.18M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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