★
Trade Filings
Managers Stocks Filings Superinvestors
Signals Institutional Buying Institutional Selling Insider Activity 13D & 13G Watch Sector Rotation
Tools Stock Screener Manager Screener Compare Managers Consensus Baskets All Research Tools Data API
Learn & AI Learn Ask the Data AI Agents
News ★ Saved
About About us Methodology Contact Disclaimer
Reader
DATA PLANS

Historical data downloads: coming with accounts.

API GATEWAY

Free read-only JSON access to the site's cached data.

Dark mode

Guided View
New to markets (prices, yields, YTD, market cap)? We explain every term as you browse, in plain English. Same data, with the help built in.

Expert View
You already know the market. Just the data: clean, fast and compact, with no extra explanations. This is the default view.

Interface language
Security record · archived quarter

GAUG

name pending profile ingest

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025
22Tracked holders
-2Δ holders
1.14MShares held
$43.80MReported value
+1New positions
−3Exits
Strongly Falling How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -8.3% · share flow -22.9% · net new positions -9.1% · formula
Broad distribution: falling shares and fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 1 0 23.95K $727,381 n/a n/a
Q2 2026 20 -1 1.06M $43.63M +2 −3
Q1 2026 22 -2 1.14M $43.80M +1 −3
Q4 2025 24 0 1.48M $57.99M +1 −1
Q3 2025 2 +1 22.37K $863,628 +1 n/a
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Raymond James Financial Inc 289.72K -17.2% $11.21M 0.0% ▼ Trim 2 SEC ↗ ×2
2 Commonwealth Equity Services, Llc 288.79K -47.6% $11.18M 0.0% ▼ Trim 2 SEC ↗
3 Osaic Holdings, Inc. 123.35K -0.4% $4.77M 0.0% ▼ Trim 2 SEC ↗ ×2
4 LPL Financial LLC 112.15K -0.6% $4.34M 0.0% ▼ Trim 2 SEC ↗
5 Cetera Investment Advisers 78.64K +2.1% $3.04M 0.0% ▲ Add 2 SEC ↗
6 Envestnet Asset Management Inc 58.37K -24.6% $2.26M 0.0% ▼ Trim 2 SEC ↗
7 Royal Bank Of Canada 48.01K -4.6% $1.86M 0.0% ▼ Trim 2 SEC ↗ ×2
8 Susquehanna International Group, Llp 32.30K +118.9% $1.25M 0.0% ▲ Add 2 SEC ↗ ×2
9 Truist Financial Corp 26.12K -0.3% $1.01M 0.0% ▼ Trim 2 SEC ↗
10 Captrust Financial Advisors 16.23K -13.9% $628,223 0.0% ▼ Trim 2 SEC ↗
11 Hrt Financial Lp 14.87K +174.5% $575,000 0.0% ▲ Add 2 SEC ↗
12 Us Bancorp \De\ 9.56K 0.0% $370,237 0.0% Held 2 SEC ↗
13 JPMorgan Chase ✦ 9.02K -32.0% $343,648 0.0% ▼ Trim 2 SEC ↗
14 Focus Partners Wealth 6.00K 0.0% $232,245 0.0% Held 2 SEC ↗
15 Barclays Plc 5.03K +0.1% $194,621 0.0% ▲ Add 2 SEC ↗
16 Cwm, Llc 4.67K -15.5% $180,725 0.0% ▼ Trim 2 SEC ↗
17 Wealth Enhancement Advisory… 10.54K +93.8% $133,632 0.0% ▲ Add 2 SEC ↗
18 Morgan Stanley ✦ 2.93K 0.0% $113,413 0.0% Held 3 SEC ↗
19 Fifth Third Bancorp 1.39K New $53,920 0.0% New 1 SEC ↗
20 National Bank Of Canada /Fi/ 506 0.0% $19,586 0.0% Held 2 SEC ↗
21 UBS Group AG 500 +5.3% $19,354 0.0% ▲ Add 2 SEC ↗
22 Wells Fargo & Company/Mn 96 -81.0% $3,716 0.0% ▼ Trim 2 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.

New buyers

Fifth Third Bancorp $53,920 0.0%

Exited

Jane Street Group, Llc $531,031 was 0.0%
Mml Investors Services, Llc $245,257 was 0.0%
Pnc Financial Services Group… $6,635 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 103 holders, 3.67M shares, $138.35M 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: Q1 2026 · Methodology · Get this via the API