CGO
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +15.4% ·
share flow +3.0% ·
net new positions +13.3%
— 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 | Morgan Stanley ✦ | 464.71K | +3.1% | $6.35M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 464.71K | +3.1% | $6.35M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | LPL Financial LLC | 212.24K | +1.6% | $2.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 166.03K | +0.9% | $2.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | UBS Group AG | 72.60K | -0.6% | $991,661 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Invesco Ltd. | 43.81K | -0.4% | $598,431 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 43.78K | +15.1% | $598,008 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Royal Bank Of Canada | 23.51K | -6.0% | $321,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 23.39K | -1.3% | $319,594 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Stifel Financial Corp | 22.94K | +1.8% | $313,404 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 13.90K | New | $189,901 | 0.0% | New | 1 | SEC ↗ |
| 12 | Hrt Financial Lp | 13.31K | New | $181,000 | 0.0% | New | 1 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 11.33K | 0.0% | $154,754 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 11.33K | 0.0% | $154,754 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Captrust Financial Advisors | 10.82K | +0.4% | $147,816 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Fifth Third Bancorp | 5.64K | 0.0% | $77,083 | 0.0% | Held | 2 | SEC ↗ |
| 17 | Pnc Financial Services Group, Inc. | 280 | New | $3,825 | 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
| Citadel Advisors | $189,901 | 0.0% |
| Hrt Financial Lp | $181,000 | 0.0% |
| Pnc Financial Services Group… | $3,825 | 0.0% |
Exited
| Raymond James Financial Inc | $186,487 | was 0.0% |
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.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.