Security record · archived quarter
GDV
name pending profile ingest
35Tracked holders
0Δ holders
14.84MShares held
$412.25MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -0.3% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 39 | +5 | 14.85M | $436.74M | +6 | −1 |
| Q1 2026 | 35 | 0 | 14.71M | $397.11M | +3 | −3 |
| Q4 2025 | 35 | 0 | 14.84M | $412.25M | — | — |
| Q3 2025 | 4 | 0 | 8.39M | $227.54M | — | — |
| Q2 2025 | 2 | +1 | 21.74K | $565,431 | +1 | — |
| Q1 2025 | 1 | 0 | 16.59K | $400,220 | — | — |
| Q4 2024 | 1 | +1 | 10.00K | $241,500 | +1 | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 8.32M | -0.5% | $231.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 8.32M | -0.5% | $231.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 8.32M | -0.5% | $231.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 8.32M | -0.5% | $231.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 8.32M | -0.5% | $231.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 1.37M | — | $38.10M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 1.37M | — | $38.10M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 1.37M | — | $38.10M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 1.31M | — | $36.50M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 1.31M | — | $36.50M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 1.31M | — | $36.50M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Allspring Global Investments… | 687.25K | — | $19.08M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | LPL Financial LLC | 554.56K | — | $15.40M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Royal Bank Of Canada | 534.67K | — | $14.85M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Royal Bank Of Canada | 534.67K | — | $14.85M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Royal Bank Of Canada | 534.67K | — | $14.85M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Royal Bank Of Canada | 534.67K | — | $14.85M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Royal Bank Of Canada | 534.67K | — | $14.85M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Bank Of America Corp /De/ | 531.48K | — | $14.76M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Bank Of America Corp /De/ | 531.48K | — | $14.76M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Capstone Investment Advisors, Llc | 262.24K | — | $7.28M | 0.1% | n/c | 1 | SEC ↗ |
| 22 | Stifel Financial Corp | 261.81K | — | $7.27M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Stifel Financial Corp | 261.81K | — | $7.27M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Stifel Financial Corp | 261.81K | — | $7.27M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Wealth Enhancement Advisory… | 169.82K | — | $4.79M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 136.66K | — | $3.79M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | UBS Group AG | 127.95K | — | $3.55M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | UBS Group AG | 127.95K | — | $3.55M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | First Trust Advisors Lp | 123.99K | — | $3.44M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | HighTower Advisors, LLC | 58.66K | — | $1.63M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Cetera Investment Advisers | 58.63K | — | $1.63M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Osaic Holdings, Inc. | 53.44K | — | $1.48M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Osaic Holdings, Inc. | 53.44K | — | $1.48M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Focus Partners Wealth | 54.01K | — | $1.48M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Creative Planning | 36.43K | — | $1.01M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Commonwealth Equity Services, Llc | 32.19K | — | $893,960 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Pnc Financial Services Group, Inc. | 27.97K | — | $776,727 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Envestnet Asset Management Inc | 21.54K | — | $598,092 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Truist Financial Corp | 15.23K | — | $422,942 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | GAMCO Investors ✦ | 15.00K | +50.0% | $416,550 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 41 | AQR Capital Management ✦ | 13.44K | +14.4% | $373,090 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Mariner, LLC | 13.16K | — | $365,373 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Baird Financial Group, Inc. | 11.30K | — | $313,745 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Mml Investors Services, Llc | 9.85K | — | $273,433 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Ameriprise Financial Inc | 8.51K | — | $236,348 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Ameriprise Financial Inc | 8.51K | — | $236,348 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Captrust Financial Advisors | 7.26K | — | $201,652 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Cwm, Llc | 6.39K | — | $177,000 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Northwestern Mutual Wealth… | 1.24K | — | $34,546 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Fifth Third Bancorp | 1.00K | — | $27,770 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Russell Investments Group, Ltd. | 873 | — | $24,231 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Assetmark, Inc | 546 | — | $15,162 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | JPMorgan Chase ✦ | 498 | -50.0% | $13,829 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | JPMorgan Chase ✦ | 498 | -50.0% | $13,829 | 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
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 182 holders, 27.40M shares, $707.37M 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: Q4 2025 ·
Methodology ·
Get this via the API