GDEC
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +21.1% ·
share flow +3.3% ·
net new positions +17.4%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 23 | +4 | 1.50M | $58.63M | +4 | — |
| Q1 2026 | 20 | 0 | 1.46M | $52.80M | +1 | −1 |
| Q4 2025 | 20 | -1 | 2.18M | $82.51M | — | −1 |
| Q3 2025 | 4 | 0 | 35.77K | $1.31M | — | — |
| Q2 2025 | 2 | 0 | 37.27K | $1.31M | — | — |
| Q1 2025 | 2 | +2 | 23.80K | $788,084 | +2 | — |
| Q3 2024 | 1 | 0 | 20.50K | $680,662 | — | — |
| Q2 2024 | 1 | — | 18.40K | $596,732 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 476.10K | -2.7% | $18.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Raymond James Financial Inc | 476.10K | -2.7% | $18.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Cetera Investment Advisers | 252.37K | -1.9% | $10.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 170.20K | +18.2% | $6.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 170.20K | +18.2% | $6.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 170.20K | +18.2% | $6.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 170.20K | +18.2% | $6.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 133.54K | -19.8% | $5.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | LPL Financial LLC | 128.06K | -0.8% | $5.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 89.99K | +1.1% | $3.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Us Bancorp \De\ | 63.10K | +25.7% | $2.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Mml Investors Services, Llc | 36.08K | +64.2% | $1.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 22.93K | New | $912,595 | 0.0% | New | 1 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 21.65K | +2825.9% | $858,935 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | Susquehanna International Group, Llp | 19.53K | +71.6% | $777,460 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 17.60K | 0.0% | $700,557 | 0.0% | Held | 6 | SEC ↗ |
| 17 | Truist Financial Corp | 12.86K | -18.6% | $511,686 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Mariner, LLC | 8.76K | 0.0% | $348,806 | 0.0% | Held | 3 | SEC ↗ |
| 19 | Royal Bank Of Canada | 6.28K | 0.0% | $250,000 | 0.0% | Held | 3 | SEC ↗ |
| 20 | Hrt Financial Lp | 6.27K | -45.4% | $249,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Wealth Enhancement Advisory… | 34.85K | -1.4% | $121,218 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Barclays Plc | 1.74K | New | $69,260 | 0.0% | New | 1 | SEC ↗ |
| 23 | Fifth Third Bancorp | 1.48K | 0.0% | $58,831 | 0.0% | Held | 3 | SEC ↗ |
| 24 | UBS Group AG | 800 | New | $31,843 | 0.0% | New | 1 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 471 | 0.0% | $18,748 | 0.0% | Held | 4 | SEC ↗ |
| 26 | Northwestern Mutual Wealth… | 100 | New | $3,980 | 0.0% | New | 1 | SEC ↗ |
| 27 | Assetmark, Inc | 40 | -88.1% | $1,592 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $912,595 | 0.0% |
| Barclays Plc | $69,260 | 0.0% |
| UBS Group AG | $31,843 | 0.0% |
| Northwestern Mutual Wealth… | $3,980 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 105 holders, 6.28M shares, $223.01M 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.