GDIV
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Momentum inputs (comparable managers):
holder breadth +16.7% ·
share flow +2.6% ·
net new positions +14.3%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 12 | -1 | 2.74M | $50.46M | n/a | −1 |
| Q1 2026 | 14 | +2 | 2.80M | $46.64M | +2 | n/a |
| Q4 2025 | 12 | 0 | 2.73M | $45.49M | n/a | n/a |
| Q3 2025 | 2 | -2 | 21.57K | $349,706 | n/a | −2 |
| Q2 2025 | 3 | +1 | 164.45K | $2.54M | +1 | n/a |
| Q1 2025 | 1 | 0 | 159.56K | $2.32M | +1 | −1 |
| Q4 2024 | 1 | 0 | 20.11K | $306,553 | n/a | n/a |
| Q3 2024 | 1 | 0 | 17.87K | $275,975 | n/a | n/a |
| Q2 2024 | 1 | n/a | 16.04K | $230,495 | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 1.03M | -1.8% | $17.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | LPL Financial LLC | 897.45K | +3.6% | $14.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 440.08K | -18.0% | $7.34M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Cerity Partners LLC | 135.10K | New | $2.25M | 0.0% | New | 1 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 106.27K | -0.6% | $1.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Truist Financial Corp | 103.72K | -0.4% | $1.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Royal Bank Of Canada | 28.57K | +335.8% | $476,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 17.61K | +66.7% | $293,525 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Susquehanna International Group, Llp | 11.49K | -60.1% | $191,605 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Assetmark, Inc | 10.70K | 0.0% | $178,402 | 0.0% | Held | 2 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 8.28K | -11.8% | $138,003 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 5.49K | +548800.0% | $91,501 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 13 | UBS Group AG | 3.46K | New | $57,628 | 0.0% | New | 1 | SEC ↗ |
| 14 | Cwm, Llc | 1.92K | 0.0% | $31,923 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Cerity Partners LLC | $2.25M | 0.0% |
| UBS Group AG | $57,628 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 27 holders, 5.12M shares, $86.39M 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.