GDIV
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -7.7% ·
share flow -2.1% ·
net new positions -8.3%
— formula
Broad distribution — falling shares and fewer 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 | 12 | -1 | 2.74M | $50.46M | — | −1 |
| Q1 2026 | 14 | +2 | 2.80M | $46.64M | +2 | — |
| Q4 2025 | 12 | 0 | 2.73M | $45.49M | — | — |
| Q3 2025 | 2 | -2 | 21.57K | $349,706 | — | −2 |
| Q2 2025 | 3 | +1 | 164.45K | $2.54M | +1 | — |
| Q1 2025 | 1 | 0 | 159.56K | $2.32M | +1 | −1 |
| Q4 2024 | 1 | 0 | 20.11K | $306,553 | — | — |
| Q3 2024 | 1 | 0 | 17.87K | $275,975 | — | — |
| Q2 2024 | 1 | — | 16.04K | $230,495 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 1.04M | +0.8% | $19.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | LPL Financial LLC | 871.43K | -2.9% | $16.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 436.98K | -0.7% | $8.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 436.98K | -0.7% | $8.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Cerity Partners LLC | 124.28K | -8.0% | $2.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 108.85K | +2.4% | $2.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Truist Financial Corp | 105.12K | +1.4% | $1.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 22.23K | +26.2% | $409,890 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 9 | Assetmark, Inc | 10.70K | 0.0% | $197,365 | 0.0% | Held | 3 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 7.59K | -8.3% | $140,020 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Royal Bank Of Canada | 6.16K | -78.4% | $114,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 5.27K | -4.1% | $97,120 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 5.27K | -4.1% | $97,120 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 14 | UBS Group AG | 2.09K | -39.5% | $38,544 | 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
| Susquehanna International… | $191,605 | was 0.0% |
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.