CGUI
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +7.1% ·
share flow +2.3% ·
net new positions +6.7%
— 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 | 17 | -1 | 3.90M | $98.68M | +2 | −3 |
| Q1 2026 | 18 | +3 | 2.28M | $57.58M | +4 | −1 |
| Q4 2025 | 15 | +1 | 1.84M | $46.63M | +1 | — |
| Q3 2025 | 1 | +1 | 19.95K | $504,585 | +1 | — |
| Q4 2024 | 1 | +1 | 15.50K | $389,515 | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 889.12K | — | $22.50M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Bank of New York Mellon Corp | 164.29K | — | $4.16M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 160.20K | — | $4.05M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 160.20K | — | $4.05M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Capital International Investors | 105.00K | — | $2.66M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 81.15K | — | $2.05M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Captrust Financial Advisors | 73.89K | — | $1.87M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Cetera Investment Advisers | 64.80K | — | $1.64M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Jane Street Group, Llc | 52.34K | — | $1.32M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Jones Financial Companies Lllp | 51.52K | — | $1.30M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Mml Investors Services, Llc | 46.40K | — | $1.17M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 44.94K | — | $1.14M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 43.11K | +116.1% | $1.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Mariner, LLC | 24.99K | — | $632,296 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Royal Bank Of Canada | 23.56K | — | $596,000 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Goldman Sachs Group ✦ | 17.54K | New | $443,824 | 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
| Goldman Sachs Group | $443,824 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 55 holders, 5.51M shares, $137.52M 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.