GFEB
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +5.6% ·
share flow +3.2% ·
net new positions +5.3%
— formula
Broad accumulation — rising shares across more 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 | 19 | +1 | 2.25M | $98.82M | +1 | — |
| Q1 2026 | 19 | -2 | 2.19M | $89.60M | +2 | −4 |
| Q4 2025 | 21 | +1 | 1.57M | $65.15M | +1 | — |
| Q3 2025 | 2 | -1 | 29.07K | $1.18M | — | −1 |
| Q2 2025 | 2 | +2 | 16.16K | $630,156 | +2 | — |
| Q4 2024 | 1 | 0 | 15.00K | $560,213 | — | — |
| Q3 2024 | 1 | 0 | 21.29K | $777,401 | — | — |
| Q2 2024 | 1 | — | 11.60K | $411,142 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 435.66K | +36.7% | $19.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Raymond James Financial Inc | 413.61K | -16.2% | $18.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 413.61K | -16.2% | $18.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 413.61K | -16.2% | $18.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Cetera Investment Advisers | 294.58K | +0.4% | $12.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | HighTower Advisors, LLC | 251.53K | +2.3% | $11.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 247.16K | +6.7% | $10.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 247.16K | +6.7% | $10.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 247.16K | +6.7% | $10.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | LPL Financial LLC | 175.43K | -0.8% | $7.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Mariner, LLC | 134.35K | -2.3% | $5.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Truist Financial Corp | 112.42K | -3.7% | $4.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 77.76K | -18.2% | $3.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Susquehanna International Group, Llp | 34.16K | +38.4% | $1.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Mml Investors Services, Llc | 19.82K | +56.3% | $872,835 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 16.84K | +238.2% | $741,496 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 8.76K | +6.9% | $385,652 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 18 | Royal Bank Of Canada | 7.28K | +32.4% | $320,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Royal Bank Of Canada | 7.28K | +32.4% | $320,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Hrt Financial Lp | 5.80K | New | $255,000 | 0.0% | New | 1 | SEC ↗ |
| 21 | Barclays Plc | 4.48K | +51.4% | $197,383 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Wealth Enhancement Advisory… | 12.80K | -6.7% | $171,232 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 848 | 0.0% | $37,337 | 0.0% | Held | 2 | SEC ↗ |
| 24 | UBS Group AG | 1 | 0.0% | $44 | 0.0% | Held | 3 | 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 | $255,000 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 109 holders, 4.59M shares, $182.21M 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.