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Security record

GMF

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q2 2024
30Tracked holders
+2Δ holders
400.73KShares held
$62.90MReported value
+3New positions
−1Exits
Strongly Rising How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +7.1% · share flow +16.8% · net new positions +6.7%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
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 30 +2 400.73K $62.90M +3 −1
Q1 2026 28 -3 343.12K $46.71M −3
Q4 2025 30 +1 381.55K $52.95M +1
Q3 2025 3 0 51.91K $7.22M
Q2 2025 1 -1 450 $56,879 −1
Q1 2025 1 0 17.82K $2.06M
Q4 2024 1 +1 20.73K $2.40M +1
Q2 2024 1 13.67K $1.52M
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Wells Fargo & Company/Mn 97.97K +12.2% $15.38M 0.0% ▲ Add 3 SEC ↗
2 Wells Fargo & Company/Mn 97.97K +12.2% $15.38M 0.0% ▲ Add 3 SEC ↗
3 Wells Fargo & Company/Mn 97.97K +12.2% $15.38M 0.0% ▲ Add 3 SEC ↗
4 Wells Fargo & Company/Mn 97.97K +12.2% $15.38M 0.0% ▲ Add 3 SEC ↗
5 Hrt Financial Lp 56.44K New $8.86M 0.0% New 1 SEC ↗
6 Morgan Stanley 51.14K -12.9% $8.03M 0.0% ▼ Trim 4 SEC ↗
7 Morgan Stanley 51.14K -12.9% $8.03M 0.0% ▼ Trim 4 SEC ↗
8 LPL Financial LLC 38.53K -41.1% $6.05M 0.0% ▼ Trim 3 SEC ↗
9 Goldman Sachs Group 20.29K New $3.18M 0.0% New 1 SEC ↗
10 Bank Julius Baer & Co. Ltd, Zurich 18.30K 0.0% $2.87M 0.0% Held 3 SEC ↗
11 HighTower Advisors, LLC 18.26K 0.0% $2.87M 0.0% Held 3 SEC ↗
12 Susquehanna International Group, Llp 12.53K +48.4% $1.97M 0.0% ▲ Add 3 SEC ↗
13 Cetera Investment Advisers 11.30K +397.3% $1.77M 0.0% ▲ Add 3 SEC ↗
14 Quantinno Capital Management LP 10.68K -2.8% $1.68M 0.0% ▼ Trim 3 SEC ↗
15 UBS Group AG 10.13K -0.5% $1.59M 0.0% ▼ Trim 3 SEC ↗
16 UBS Group AG 10.13K -0.5% $1.59M 0.0% ▼ Trim 3 SEC ↗
17 UBS Group AG 10.13K -0.5% $1.59M 0.0% ▼ Trim 3 SEC ↗
18 Raymond James Financial Inc 8.02K -1.8% $1.26M 0.0% ▼ Trim 3 SEC ↗
19 Raymond James Financial Inc 8.02K -1.8% $1.26M 0.0% ▼ Trim 3 SEC ↗
20 Creative Planning 7.32K +0.1% $1.15M 0.0% ▲ Add 3 SEC ↗
21 Ameriprise Financial Inc 6.66K +0.1% $1.05M 0.0% ▲ Add 3 SEC ↗
22 Bank Of America Corp /De/ 6.07K -0.2% $952,946 0.0% ▼ Trim 3 SEC ↗
23 Bank Of America Corp /De/ 6.07K -0.2% $952,946 0.0% ▼ Trim 3 SEC ↗
24 Rockefeller Capital Management L.P. 5.38K +0.3% $844,159 0.0% ▲ Add 3 SEC ↗
25 Royal Bank Of Canada 4.62K -1.2% $725,000 0.0% ▼ Trim 3 SEC ↗
26 Brown Advisory Inc 4.42K -1.2% $693,493 0.0% ▼ Trim 3 SEC ↗
27 Bank of New York Mellon Corp 3.38K -0.6% $530,946 0.0% ▼ Trim 3 SEC ↗
28 Bank of New York Mellon Corp 3.38K -0.6% $530,946 0.0% ▼ Trim 3 SEC ↗
29 Bank of New York Mellon Corp 3.38K -0.6% $530,946 0.0% ▼ Trim 3 SEC ↗
30 JPMorgan Chase 1.77K +800.5% $274,097 0.0% ▲ Add 4 SEC ↗
31 JPMorgan Chase 1.77K +800.5% $274,097 0.0% ▲ Add 4 SEC ↗
32 JPMorgan Chase 1.77K +800.5% $274,097 0.0% ▲ Add 4 SEC ↗
33 CIBC Bancorp USA Inc. 1.58K -13.8% $247,542 0.0% ▼ Trim 2 SEC ↗
34 Deutsche Bank Ag\ 1.34K 0.0% $210,340 0.0% Held 3 SEC ↗
35 Corient Private Wealth LP 1.29K New $202,492 0.0% New 1 SEC ↗
36 Osaic Holdings, Inc. 966 +0.1% $151,841 0.0% ▲ Add 3 SEC ↗
37 Osaic Holdings, Inc. 966 +0.1% $151,841 0.0% ▲ Add 3 SEC ↗
38 Blair William & Co/Il 597 0.0% $93,711 0.0% Held 3 SEC ↗
39 National Bank Of Canada /Fi/ 553 +4.1% $86,804 0.0% ▲ Add 3 SEC ↗
40 Fidelity (FMR) 449 0.0% $70,480 0.0% Held 5 SEC ↗
41 Pnc Financial Services Group, Inc. 425 0.0% $66,712 0.0% Held 3 SEC ↗
42 Bank Of Montreal /Can/ 261 0.0% $40,969 0.0% Held 3 SEC ↗
43 Us Bancorp \De\ 55 0.0% $8,633 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 $8.86M 0.0%
Goldman Sachs Group $3.18M 0.0%
Corient Private Wealth LP $202,492 0.0%

Exited

Commonwealth Equity Services… $1.42M was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 76 holders, 1.44M shares, $191.39M 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 · Get this via the API