GBF
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -8.3% ·
share flow +0.2% ·
net new positions -9.1%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 29.34K | $2.92M | n/a | n/a |
| Q2 2026 | 21 | -1 | 486.01K | $50.50M | +1 | −2 |
| Q1 2026 | 22 | -2 | 460.73K | $47.97M | n/a | −2 |
| Q4 2025 | 24 | 0 | 459.83K | $48.15M | n/a | n/a |
| Q3 2025 | 4 | 0 | 315.65K | $33.26M | n/a | n/a |
| Q2 2025 | 2 | 0 | 47.20K | $4.93M | n/a | n/a |
| Q1 2025 | 1 | 0 | 43.06K | $4.48M | n/a | n/a |
| Q4 2024 | 1 | 0 | 14.61K | $1.49M | n/a | n/a |
| Q3 2024 | 1 | 0 | 8.54K | $912,414 | n/a | n/a |
| Q2 2024 | 1 | n/a | 24.88K | $2.56M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 113.61K | +3.4% | $11.83M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | JPMorgan Chase ✦ | 93.44K | +12.9% | $9.71M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 3 | Susquehanna International Group, Llp | 92.40K | +158.7% | $9.63M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Us Bancorp \De\ | 32.66K | -1.9% | $3.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Wealth Enhancement Advisory… | 29.93K | +10.4% | $3.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Jane Street Group, Llc | 23.50K | +9.2% | $2.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 19.23K | +5.2% | $2.00M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Envestnet Asset Management Inc | 11.03K | +54.9% | $1.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | LPL Financial LLC | 9.57K | -7.5% | $996,548 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Cetera Investment Advisers | 8.74K | +28.7% | $910,213 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 5.32K | -93.7% | $554,324 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 12 | Captrust Financial Advisors | 4.37K | +8.5% | $455,439 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | UBS Group AG | 3.82K | 0.0% | $398,242 | 0.0% | Held | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 3.60K | +2.6% | $375,000 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 15 | Truist Financial Corp | 3.45K | +5.8% | $359,361 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Kayne Anderson Rudnick Investment… | 2.68K | +72.4% | $278,808 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Assetmark, Inc | 1.57K | -17.4% | $163,130 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Jones Financial Companies Lllp | 987 | +4835.0% | $102,006 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Bank Of Montreal /Can/ | 423 | -10.8% | $44,113 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Blair William & Co/Il | 323 | -26.6% | $33,647 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 59 | -3.3% | $6,131 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 15 | -90.9% | $1,563 | 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
| No new tracked buyers this quarter. |
Exited
| Citadel Advisors | $379,852 | was 0.0% |
| Osaic Holdings, Inc. | $46,020 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 58 holders, 882.00K shares, $91.58M 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.