Security record · archived quarter
GDV
name pending profile ingest
35Tracked holders
0Δ holders
14.71MShares held
$397.11MReported value
+3New positions
−3Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -0.9% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 8.10M | -2.7% | $218.00M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 2 | Wells Fargo & Company/Mn | 1.35M | +2.9% | $36.41M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Raymond James Financial Inc | 1.35M | -1.8% | $36.27M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 4 | Allspring Global Investments… | 742.80K | +8.1% | $20.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | LPL Financial LLC | 577.57K | +4.2% | $15.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Royal Bank Of Canada | 534.57K | 0.0% | $14.39M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 7 | Bank Of America Corp /De/ | 506.84K | -4.6% | $13.65M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | Stifel Financial Corp | 275.77K | +5.3% | $7.43M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Capstone Investment Advisors, Llc | 262.24K | 0.0% | $7.06M | 0.1% | Held | 2 | SEC ↗ |
| 10 | Rockefeller Capital Management L.P. | 135.96K | -0.5% | $3.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Wealth Enhancement Advisory… | 128.44K | -24.4% | $3.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | First Trust Advisors Lp | 129.21K | +4.2% | $3.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | UBS Group AG | 122.49K | -4.3% | $3.30M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 14 | Fifth Third Bancorp | 65.56K | +6456.0% | $1.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Focus Partners Wealth | 31.13K | -42.4% | $1.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Cetera Investment Advisers | 64.80K | +10.5% | $1.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 54.80K | +2.5% | $1.48M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Creative Planning | 46.01K | +26.3% | $1.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 44.93K | +39.6% | $1.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | GAMCO Investors ✦ | 34.00K | +126.7% | $915,620 | 0.0% | ▲ Add | 6 | SEC ↗ |
| 21 | HighTower Advisors, LLC | 30.94K | -47.3% | $833,223 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Envestnet Asset Management Inc | 27.11K | +25.9% | $730,118 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Pnc Financial Services Group, Inc. | 22.59K | -19.2% | $608,214 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Truist Financial Corp | 15.29K | +0.4% | $411,690 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Mariner, LLC | 14.24K | +8.2% | $380,983 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | AQR Capital Management ✦ | 11.77K | -12.4% | $317,020 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 27 | Baird Financial Group, Inc. | 11.10K | -1.8% | $298,869 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Mml Investors Services, Llc | 9.61K | -2.5% | $258,650 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Susquehanna International Group, Llp | 8.05K | New | $216,894 | 0.0% | New | 1 | SEC ↗ |
| 30 | Cwm, Llc | 4.75K | -25.6% | $127,991 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Assetmark, Inc | 1.32K | +142.3% | $35,628 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Russell Investments Group, Ltd. | 873 | 0.0% | $23,514 | 0.0% | Held | 2 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 536 | +7.6% | $14,049 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 34 | UBS AM, a distinct business unit of… | 276 | New | $7,433 | 0.0% | New | 1 | SEC ↗ |
| 35 | BlackRock ✦ (passive) | 84 | New | $2,257 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Susquehanna International… | $216,894 | 0.0% |
| UBS AM, a distinct business… | $7,433 | 0.0% |
| BlackRock | $2,257 | 0.0% |
Exited
| Ameriprise Financial Inc | $236,348 | was 0.0% |
| Captrust Financial Advisors | $201,652 | was 0.0% |
| Northwestern Mutual Wealth… | $34,546 | was 0.0% |
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: Q1 2026 ·
Methodology ·
Get this via the API