Security record
GDV
name pending profile ingest
38Tracked holders
+5Δ holders
14.82MShares held
$435.83MReported value
+6New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth +15.2% ·
share flow +1.0% ·
net new positions +10.5%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 8.04M | -0.7% | $236.24M | 0.0% | ▼ Trim | 4 | SEC ↗ ×5 |
| 2 | Wells Fargo & Company/Mn | 1.41M | +4.2% | $41.41M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | Raymond James Financial Inc | 1.36M | +0.9% | $39.97M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 4 | Allspring Global Investments… | 870.12K | +17.1% | $25.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | LPL Financial LLC | 568.34K | -1.6% | $16.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Royal Bank Of Canada | 538.27K | +0.7% | $15.82M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 7 | Bank Of America Corp /De/ | 497.86K | -1.8% | $14.64M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 8 | Stifel Financial Corp | 276.15K | +0.1% | $8.12M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | Capstone Investment Advisors, Llc | 262.24K | 0.0% | $7.71M | 0.1% | Held | 3 | SEC ↗ |
| 10 | Wealth Enhancement Advisory… | 142.44K | +10.9% | $4.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | First Trust Advisors Lp | 129.31K | +0.1% | $3.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Rockefeller Capital Management L.P. | 129.05K | -5.1% | $3.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | UBS Group AG | 121.27K | -1.0% | $3.57M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 14 | Osaic Holdings, Inc. | 67.37K | +22.9% | $1.98M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 15 | Fifth Third Bancorp | 65.57K | 0.0% | $1.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Cetera Investment Advisers | 53.48K | -17.5% | $1.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Focus Partners Wealth | 42.93K | +37.9% | $1.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 42.06K | -6.4% | $1.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | GAMCO Investors ✦ | 41.19K | +21.1% | $1.21M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 20 | Creative Planning | 37.74K | -18.0% | $1.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Pnc Financial Services Group, Inc. | 20.89K | -7.5% | $614,313 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Truist Financial Corp | 14.95K | -2.2% | $439,398 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Envestnet Asset Management Inc | 14.11K | -48.0% | $414,874 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Mariner, LLC | 12.47K | -12.4% | $366,644 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | AQR Capital Management ✦ | 11.74K | -0.3% | $345,127 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 26 | Hrt Financial Lp | 11.19K | New | $328,000 | 0.0% | New | 1 | SEC ↗ |
| 27 | Baird Financial Group, Inc. | 11.10K | 0.0% | $326,281 | 0.0% | Held | 3 | SEC ↗ |
| 28 | Jane Street Group, Llc | 9.09K | New | $267,158 | 0.0% | New | 1 | SEC ↗ ×2 |
| 29 | Mml Investors Services, Llc | 8.15K | -15.2% | $239,536 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Captrust Financial Advisors | 7.49K | New | $220,250 | 0.0% | New | 1 | SEC ↗ |
| 31 | Ameriprise Financial Inc | 7.19K | New | $211,428 | 0.0% | New | 1 | SEC ↗ ×2 |
| 32 | Assetmark, Inc | 3.12K | +136.1% | $91,816 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | BlackRock ✦ (passive) | 797 | +848.8% | $23,439 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 793 | +48.0% | $23,156 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 35 | Russell Investments Group, Ltd. | 560 | -35.9% | $16,456 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | UBS AM, a distinct business unit of… | 276 | 0.0% | $8,114 | 0.0% | Held | 2 | SEC ↗ |
| 37 | Jones Financial Companies Lllp | 258 | New | $7,423 | 0.0% | New | 1 | SEC ↗ |
| 38 | Northwestern Mutual Wealth… | 199 | New | $5,851 | 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
| Hrt Financial Lp | $328,000 | 0.0% |
| Jane Street Group, Llc | $267,158 | 0.0% |
| Captrust Financial Advisors | $220,250 | 0.0% |
| Ameriprise Financial Inc | $211,428 | 0.0% |
| Jones Financial Companies Lllp | $7,423 | 0.0% |
| Northwestern Mutual Wealth… | $5,851 | 0.0% |
Exited
| HighTower Advisors, LLC | $833,223 | was 0.0% |
| Susquehanna International… | $216,894 | 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: Q2 2026 ·
Methodology ·
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