Who owns CFO
Which tracked institutional funds hold CFO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CFO company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
15 tracked funds added or opened CFO while 8 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
CFO’s largest tracked holder by dollar value, Cetera Investment Advisers, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in CFO divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 70 tracked filers holding CFO, 24 increased or opened the position and 37 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in CFO between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 3
- SILVER OAK SECURITIES, INCORPORATED$24M
- Vise Technologies, Inc.$3M
- StoneX Group Inc.$519K
Full exits 2
- Cambridge Investment Research Advisors, Inc.$1M
- Janney Montgomery Scott LLC$955K
Largest adds
- Integrated Wealth Concepts LLC$8M
- NewEdge Advisors, LLC$4M
- Cetera Investment Advisers$3M
- RAYMOND JAMES FINANCIAL INC$2M
- MORGAN STANLEY$1M
- STIFEL FINANCIAL CORP$1M
Largest trims
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$3M
- Patriot Financial Group Insurance Agency, LLC$2M
- ROYAL BANK OF CANADA$1M
- Keystone Financial Group$803K
- MATHER GROUP, LLC.$581K
- MONEY CONCEPTS CAPITAL CORP$310K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Cetera Investment Advisers added | 439,136 | $35M | 12.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 368,630 | $30M | 10.8% | 2026-Q2 |
| LPL Financial LLC trimmed | 300,362 | $24M | 8.8% | 2026-Q2 |
| SILVER OAK SECURITIES, INCORPORATED new | 295,625 | $24M | 8.6% | 2026-Q2 |
| MORGAN STANLEY trimmed | 254,694 | $20M | 7.4% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 203,383 | $16M | 5.9% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 199,649 | $16M | 5.8% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 176,454 | $14M | 5.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 164,099 | $13M | 4.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 129,416 | $10M | 3.8% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 94,221 | $8M | 2.8% | 2026-Q2 |
| Clearstead Advisors, LLC added | 63,476 | $5M | 1.9% | 2026-Q2 |
| NewEdge Advisors, LLC added | 58,114 | $5M | 1.7% | 2026-Q2 |
| Creative Planning trimmed | 55,486 | $4M | 1.6% | 2026-Q2 |
| Intrua Financial, LLC trimmed | 55,340 | $4M | 1.6% | 2026-Q2 |
| Keystone Financial Group trimmed | 54,525 | $4M | 1.6% | 2026-Q2 |
| MATHER GROUP, LLC. trimmed | 46,039 | $4M | 1.3% | 2026-Q2 |
| Vise Technologies, Inc. new | 39,785 | $3M | 1.2% | 2026-Q2 |
| UBS Group AG trimmed | 31,900 | $3M | 0.9% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 27,793 | $2M | 0.8% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 24,591 | $2M | 0.7% | 2026-Q2 |
| Patriot Financial Group Insurance Agency, LLC trimmed | 23,171 | $2M | 0.7% | 2026-Q2 |
| BridgePort Financial Solutions, LLC | 17,510 | $1M | 0.5% | 2026-Q2 |
| Family Capital Management, Inc. trimmed | 17,295 | $1M | 0.5% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 16,607 | $1M | 0.5% | 2026-Q2 |
| WORLD EQUITY GROUP, INC. added | 15,808 | $1M | 0.5% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 15,531 | $1M | 0.5% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 14,450 | $1M | 0.4% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 13,892 | $1M | 0.4% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 11,161 | $894K | 0.3% | 2026-Q2 |
| CALTON & ASSOCIATES, INC. trimmed | 10,901 | $873K | 0.3% | 2026-Q2 |
| Syntegra Private Wealth Group, LLC | 7,819 | $626K | 0.2% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 6,807 | $545K | 0.2% | 2026-Q2 |
| StoneX Group Inc. new | 6,634 | $519K | 0.2% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 6,296 | $504K | 0.2% | 2026-Q2 |
| Mutual Advisors, LLC added | 5,280 | $423K | 0.2% | 2026-Q2 |
| Dynamic Advisor Solutions LLC | 5,250 | $420K | 0.2% | 2026-Q2 |
| Advisory Advocates, LLC | 5,205 | $417K | 0.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 5,167 | $414K | 0.2% | 2026-Q2 |
| LexAurum Advisors, LLC trimmed | 4,865 | $390K | 0.1% | 2026-Q2 |
| Cerity Partners LLC | 4,601 | $368K | 0.1% | 2026-Q2 |
| BlackRock, Inc. | 4,601 | $368K | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 4,085 | $327K | 0.1% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 3,653 | $293K | 0.1% | 2026-Q2 |
| MISSION WEALTH MANAGEMENT, LP new | 3,073 | $246K | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 3,023 | $242K | 0.1% | 2026-Q2 |
| LBMC INVESTMENT ADVISORS, LLC | 2,872 | $230K | 0.1% | 2026-Q2 |
| Western Wealth Management, LLC | 2,771 | $222K | 0.1% | 2026-Q2 |
| MONEY CONCEPTS CAPITAL CORP trimmed | 2,757 | $221K | 0.1% | 2026-Q2 |
| CAP Partners, LLC trimmed | 2,684 | $215K | 0.1% | 2026-Q2 |
| Aptus Capital Advisors, LLC trimmed | 2,651 | $212K | 0.1% | 2026-Q2 |
| First Heartland Consultants, Inc. new | 2,544 | $204K | 0.1% | 2026-Q2 |
| Key Capital Management, INC | 2,344 | $188K | 0.1% | 2026-Q2 |
| IFP Advisors, Inc | 1,939 | $155K | 0.1% | 2026-Q2 |
| Gen-Wealth Partners Inc | 1,078 | $86K | 0.0% | 2026-Q2 |
| FMR LLC trimmed | 911 | $73K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP new | 845 | $67K | 0.0% | 2026-Q2 |
| AMERIFLEX GROUP, INC. new | 700 | $56K | 0.0% | 2026-Q2 |
| Larson Financial Group LLC added | 673 | $54K | 0.0% | 2026-Q2 |
| CENTRAL TRUST Co new | 637 | $51K | 0.0% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. | 529 | $42K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 527 | $42K | 0.0% | 2026-Q2 |
| LANARK FINANCIAL, INC. | 468 | $37K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC | 316 | $25K | 0.0% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 194 | $16K | 0.0% | 2026-Q2 |
| VANGUARD ADVISERS INC | 99 | $8K | 0.0% | 2026-Q2 |
| Smartleaf Asset Management LLC | 69 | $6K | 0.0% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 66 | $5K | 0.0% | 2026-Q2 |
| ASSETMARK, INC | 26 | $2K | 0.0% | 2026-Q2 |
| EverSource Wealth Advisors, LLC trimmed | 0 | $12 | 0.0% | 2026-Q2 |
| Cambridge Investment Research Advisors, Inc. trimmed | 14,892 | $1M | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Janney Montgomery Scott LLC added | 12,882 | $955K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Independent Advisor Alliance trimmed | 6,343 | $470K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| RPS ADVISORY SOLUTIONS LLC trimmed | 3,438 | $255K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Horizons Wealth Management trimmed | 1,318 | $98K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC added | 970 | $72K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC new | 396 | $29K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Capital Advisors, Ltd. LLC | 60 | $4K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| COMERICA BANK trimmed | 7,630 | $563K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| HRT FINANCIAL LP new | 3,817 | $281K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| HighPoint Advisor Group LLC new | 3,044 | $225K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| FLAGSHIP HARBOR ADVISORS, LLC new | 1,469 | $108K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| SageView Advisory Group, LLC new | 317 | $23K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| HARBOUR INVESTMENTS, INC. | 236 | $17K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Sound Income Strategies, LLC | 115 | $9K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Significant Wealth Partners LLC added | 4,492 | $331K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Vantage Financial Partners, LLC trimmed | 2,850 | $210K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| GPS Wealth Strategies Group, LLC | 430 | $32K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Ameritas Advisory Services, LLC added | 304 | $22K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Atria Wealth Solutions, Inc. trimmed | 14,479 | $1M | 0.4% | 2025-Q2 stale (4 quarters behind) |
| FLOW TRADERS U.S. LLC new | 5,697 | $406K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| AVANTAX ADVISORY SERVICES, INC. | 3,916 | $279K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Farther Finance Advisors, LLC | 933 | $67K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Tower View Wealth Management LLC new | 75 | $5K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Sunbelt Securities, Inc. | 32 | $2K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.