Security record · archived quarter
GQI
name pending profile ingest
12Tracked holders
0Δ holders
781.01KShares held
$44.64MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -0.3% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 402.82K | n/a | $22.99M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Wealth Enhancement Advisory… | 144.88K | n/a | $8.34M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Commonwealth Equity Services, Llc | 97.95K | n/a | $5.59M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Royal Bank Of Canada | 51.62K | n/a | $2.95M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Osaic Holdings, Inc. | 42.88K | n/a | $2.45M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | HighTower Advisors, LLC | 12.43K | n/a | $709,038 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Ameriprise Financial Inc | 8.62K | n/a | $492,129 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Truist Financial Corp | 8.60K | n/a | $490,612 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 5.47K | -30.4% | $311,974 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Captrust Financial Advisors | 5.35K | n/a | $305,298 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | UBS Group AG | 353 | n/a | $20,144 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Cwm, Llc | 49 | n/a | $3,000 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 41 holders, 2.47M shares, $130.49M 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: Q4 2025 ·
Methodology ·
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