GHI
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -5.3% ·
share flow -30.0% ·
net new positions -5.6%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 17 | -1 | 929.58K | $5.39M | +3 | −4 |
| Q1 2026 | 18 | -1 | 1.05M | $5.17M | +2 | −3 |
| Q4 2025 | 19 | 0 | 1.61M | $11.10M | +1 | −1 |
| Q3 2025 | 2 | -1 | 369.19K | $3.80M | n/a | −1 |
| Q2 2025 | 1 | 0 | 20.39K | $230,781 | n/a | n/a |
| Q1 2025 | 1 | 0 | 92.29K | $1.14M | n/a | n/a |
| Q4 2024 | 1 | 0 | 168.29K | $1.72M | n/a | n/a |
| Q3 2024 | 1 | 0 | 54.70K | $767,413 | n/a | n/a |
| Q2 2024 | 1 | n/a | 53.02K | $785,241 | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 423.55K | -27.9% | $2.08M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 2 | Raymond James Financial Inc | 161.56K | -27.6% | $794,875 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | Royal Bank Of Canada | 139.41K | -47.5% | $686,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Susquehanna International Group, Llp | 94.32K | -14.9% | $464,040 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Stifel Financial Corp | 48.37K | 0.0% | $237,994 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Citadel Advisors ✦ | 44.92K | -71.0% | $221,011 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Jane Street Group, Llc | 22.03K | +43.8% | $108,373 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | UBS Group AG | 20.05K | -30.7% | $98,636 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | Corient Private Wealth LP | 19.68K | -4.5% | $96,806 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 19.39K | -41.1% | $95,410 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | Bank Of America Corp /De/ | 16.92K | -31.5% | $83,246 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Cetera Investment Advisers | 14.04K | -0.5% | $69,081 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Hrt Financial Lp | 12.98K | -12.0% | $63,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 9.73K | -19.9% | $47,882 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Jones Financial Companies Lllp | 3.90K | New | $19,159 | 0.0% | New | 1 | SEC ↗ |
| 16 | Barclays Plc | 278 | 0.0% | $1,368 | 0.0% | Held | 2 | SEC ↗ |
| 17 | Rockefeller Capital Management L.P. | 108 | +3.9% | $531 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | BlackRock ✦ (passive) | 1 | New | $5 | 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
| Jones Financial Companies Lllp | $19,159 | 0.0% |
| BlackRock | $5 | 0.0% |
Exited
| Wealth Enhancement Advisory… | $215,149 | was 0.0% |
| Creative Planning | $104,928 | was 0.0% |
| LPL Financial LLC | $76,474 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 39 holders, 1.93M shares, $10.38M 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.
Open-market purchases (P)
Officer · Chief Executive… · 3.50K sh @ 6.24 · $21,840
Open-market sales (S)
No open-market insider sales in our coverage window.
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology