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Security record · archived quarter

GOF

name pending profile ingest

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q4 2024
41Tracked holders
+6Δ holders
23.25MShares held
$256.27MReported value
+8New positions
−2Exits
Strongly Rising How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +17.1% · share flow -0.2% · net new positions +14.6% · formula
Ownership fragmentation: more holders, smaller aggregate stake

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 1 0 12.08K $105,594 n/a −1
Q2 2026 40 +1 23.74M $259.22M +4 −4
Q1 2026 41 +6 23.25M $256.27M +8 −2
Q4 2025 35 -1 23.30M $300.17M n/a −1
Q3 2025 3 0 8.17M $122.41M +1 −1
Q2 2025 2 +1 57.28K $852,879 +1 n/a
Q4 2024 1 +1 28.03K $427,768 +1 n/a
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley ✦ 8.14M +15.9% $89.67M 0.0% ▲ Add 3 SEC ↗ ×2
2 LPL Financial LLC 2.52M -1.4% $27.74M 0.0% ▼ Trim 2 SEC ↗
3 UBS Group AG 1.92M +13.3% $21.13M 0.0% ▲ Add 2 SEC ↗ ×3
4 Envestnet Asset Management Inc 1.47M -1.9% $16.18M 0.0% ▼ Trim 2 SEC ↗
5 Invesco Ltd. 1.46M +10.2% $16.06M 0.0% ▲ Add 2 SEC ↗
6 Cetera Investment Advisers 1.25M -0.8% $13.79M 0.0% ▼ Trim 2 SEC ↗
7 Royal Bank Of Canada 1.15M +16.7% $12.63M 0.0% ▲ Add 2 SEC ↗ ×3
8 Osaic Holdings, Inc. 1.07M +11.9% $11.76M 0.0% ▲ Add 2 SEC ↗ ×2
9 Mml Investors Services, Llc 842.01K +5.9% $9.28M 0.0% ▲ Add 2 SEC ↗
10 Raymond James Financial Inc 779.29K +6.6% $8.59M 0.0% ▲ Add 2 SEC ↗ ×3
11 Bank Of America Corp /De/ 603.34K +31.8% $6.65M 0.0% ▲ Add 2 SEC ↗
12 Truist Financial Corp 564.46K -26.4% $6.22M 0.0% ▼ Trim 2 SEC ↗
13 Baird Financial Group, Inc. 252.91K +3.4% $2.79M 0.0% ▲ Add 2 SEC ↗
14 BlackRock ✦ (passive) 221.19K -86.4% $2.44M 0.0% ▼ Trim 4 SEC ↗ ×3
15 Ameriprise Financial Inc 205.51K -7.7% $2.26M 0.0% ▼ Trim 2 SEC ↗
16 Pnc Financial Services Group, Inc. 173.58K -12.3% $1.91M 0.0% ▼ Trim 2 SEC ↗ ×2
17 Commonwealth Equity Services, Llc 157.39K -7.1% $1.73M 0.0% ▼ Trim 2 SEC ↗
18 Mercer Global Advisors Inc /Adv 68.18K -15.8% $751,321 0.0% ▼ Trim 2 SEC ↗
19 Jane Street Group, Llc 60.20K -83.7% $663,404 0.0% ▼ Trim 2 SEC ↗ ×2
20 Captrust Financial Advisors 42.86K 0.0% $472,284 0.0% Held 2 SEC ↗
21 Mariner, LLC 32.94K New $363,024 0.0% New 1 SEC ↗
22 Bank of New York Mellon Corp 31.51K 0.0% $347,207 0.0% Held 2 SEC ↗ ×2
23 Fifth Third Bancorp 28.48K New $313,794 0.0% New 1 SEC ↗
24 Rockefeller Capital Management L.P. 28.19K +19.2% $310,621 0.0% ▲ Add 2 SEC ↗ ×2
25 Corient Private Wealth LP 26.04K New $286,967 0.0% New 1 SEC ↗
26 Stifel Financial Corp 20.01K -25.3% $220,522 0.0% ▼ Trim 2 SEC ↗
27 Hrt Financial Lp 19.44K New $214,000 0.0% New 1 SEC ↗
28 Creative Planning 17.48K +27.9% $192,640 0.0% ▲ Add 2 SEC ↗
29 HighTower Advisors, LLC 16.18K -20.9% $178,338 0.0% ▼ Trim 2 SEC ↗
30 Susquehanna International Group, Llp 16.16K New $178,083 0.0% New 1 SEC ↗
31 Cwm, Llc 15.63K +942.3% $172,293 0.0% ▲ Add 2 SEC ↗
32 Fisher Asset Management ✦ 15.13K New $166,691 0.0% New 1 SEC ↗
33 Nomura Holdings Inc 15.00K -56.0% $165,300 0.0% ▼ Trim 2 SEC ↗
34 Wealth Enhancement Advisory… 12.07K +10.7% $134,945 0.0% ▲ Add 2 SEC ↗
35 Wells Fargo & Company/Mn 10.57K +10.4% $116,451 0.0% ▲ Add 2 SEC ↗ ×2
36 Bnp Paribas Financial Markets 9.35K 0.0% $103,048 0.0% Held 2 SEC ↗
37 Northwestern Mutual Wealth… 4.19K +79.9% $46,152 0.0% ▲ Add 2 SEC ↗
38 Jones Financial Companies Lllp 2.00K New $21,220 0.0% New 1 SEC ↗
39 Assetmark, Inc 1.32K +24.8% $14,524 0.0% ▲ Add 2 SEC ↗
40 Danske Bank A/S 3 New $33 0.0% New 1 SEC ↗
41 Citigroup Inc 1 0.0% $11 0.0% Held 2 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.

New buyers

Mariner, LLC $363,024 0.0%
Fifth Third Bancorp $313,794 0.0%
Corient Private Wealth LP $286,967 0.0%
Hrt Financial Lp $214,000 0.0%
Susquehanna International… $178,083 0.0%
Fisher Asset Management $166,691 0.0%
Jones Financial Companies Lllp $21,220 0.0%
Danske Bank A/S $33 0.0%

Exited

Quantinno Capital Management… $1.13M was 0.0%
Focus Partners Wealth $680,228 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 199 holders, 44.40M shares, $465.57M 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