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Security record · archived quarter

GPZ

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025
17Tracked holders
+4Δ holders
1.69MShares held
$36.21MReported value
+7New positions
−3Exits
Strongly Rising 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +30.0% · share flow +30.0% · net new positions +20.0%formula
Broad accumulation — rising shares across more holders

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

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 20 +4 2.86M $61.33M +6 −2
Q1 2026 17 +4 1.69M $36.21M +7 −3
Q4 2025 13 0 947.70K $25.73M +1 −1
Q3 2025 1 +1 65.82K $1.82M +1
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Assetmark, Inc 508.52K +23.2% $10.92M 0.0% ▲ Add 2 SEC ↗
2 UBS Group AG 216.29K +11725.7% $4.64M 0.0% ▲ Add 2 SEC ↗
3 UBS Group AG 216.29K +11725.7% $4.64M 0.0% ▲ Add 2 SEC ↗
4 Jane Street Group, Llc 176.27K New $3.79M 0.0% New 1 SEC ↗
5 Susquehanna International Group, Llp 172.33K +253.9% $3.70M 0.0% ▲ Add 2 SEC ↗
6 Raymond James Financial Inc 166.69K -16.1% $3.58M 0.0% ▼ Trim 2 SEC ↗
7 Raymond James Financial Inc 166.69K -16.1% $3.58M 0.0% ▼ Trim 2 SEC ↗
8 Royal Bank Of Canada 143.34K +18.0% $3.08M 0.0% ▲ Add 2 SEC ↗
9 Royal Bank Of Canada 143.34K +18.0% $3.08M 0.0% ▲ Add 2 SEC ↗
10 Royal Bank Of Canada 143.34K +18.0% $3.08M 0.0% ▲ Add 2 SEC ↗
11 AQR Capital Management 99.80K -0.2% $2.14M 0.0% ▼ Trim 2 SEC ↗
12 Cerity Partners LLC 95.19K New $2.04M 0.0% New 1 SEC ↗
13 HighTower Advisors, LLC 86.80K +111.7% $1.86M 0.0% ▲ Add 2 SEC ↗
14 LPL Financial LLC 17.33K +27.0% $372,146 0.0% ▲ Add 2 SEC ↗
15 Fifth Third Bancorp 1.41K New $30,245 0.0% New 1 SEC ↗
16 Morgan Stanley 1.26K New $27,080 0.0% New 1 SEC ↗
17 Cwm, Llc 384 0.0% $8,252 0.0% Held 2 SEC ↗
18 Northwestern Mutual Wealth… 167 New $3,586 0.0% New 1 SEC ↗
19 Osaic Holdings, Inc. 118 -15.7% $2,531 0.0% ▼ Trim 2 SEC ↗
20 Osaic Holdings, Inc. 118 -15.7% $2,531 0.0% ▼ Trim 2 SEC ↗
21 National Bank Of Canada /Fi/ 65 New $1,394 0.0% New 1 SEC ↗
22 Us Bancorp \De\ 64 New $1,374 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

Jane Street Group, Llc $3.79M 0.0%
Cerity Partners LLC $2.04M 0.0%
Fifth Third Bancorp $30,245 0.0%
Morgan Stanley $27,080 0.0%
Northwestern Mutual Wealth… $3,586 0.0%
National Bank Of Canada /Fi/ $1,394 0.0%
Us Bancorp \De\ $1,374 0.0%

Exited

Envestnet Asset Management Inc $234,426 was 0.0%
Rockefeller Capital… $8,145 was 0.0%
Bank Of America Corp /De/ $7,466 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 46 holders, 4.89M shares, $105.11M 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