GQI
name pending profile ingest
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 Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 15 | +5 | 1.65M | $97.46M | +6 | −1 |
| Q1 2026 | 11 | -1 | 880.98K | $48.33M | +1 | −2 |
| Q4 2025 | 12 | 0 | 781.01K | $44.64M | — | — |
| Q3 2025 | 1 | +1 | 7.86K | $440,438 | +1 | — |
| Q3 2024 | 1 | +1 | 9.02K | $489,746 | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 712.93K | +47.6% | $42.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | HighTower Advisors, LLC | 410.93K | +3589.4% | $24.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Wealth Enhancement Advisory… | 151.64K | -3.0% | $9.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 109.35K | New | $6.47M | 0.0% | New | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 109.35K | New | $6.47M | 0.0% | New | 1 | SEC ↗ |
| 6 | Royal Bank Of Canada | 90.11K | +33.0% | $5.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Royal Bank Of Canada | 90.11K | +33.0% | $5.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 64.75K | -36.7% | $3.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 46.77K | +4.2% | $2.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Stifel Financial Corp | 33.15K | New | $1.96M | 0.0% | New | 1 | SEC ↗ |
| 11 | Jane Street Group, Llc | 11.86K | New | $701,460 | 0.0% | New | 1 | SEC ↗ |
| 12 | Truist Financial Corp | 4.39K | -14.2% | $259,514 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Bank of New York Mellon Corp | 3.70K | New | $219,140 | 0.0% | New | 1 | SEC ↗ |
| 14 | Bank of New York Mellon Corp | 3.70K | New | $219,140 | 0.0% | New | 1 | SEC ↗ |
| 15 | Captrust Financial Advisors | 3.57K | -27.1% | $211,215 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Fifth Third Bancorp | 2.40K | New | $141,949 | 0.0% | New | 1 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 312 | -57.4% | $18,461 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Jones Financial Companies Lllp | 11 | New | $638 | 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
| Raymond James Financial Inc | $6.47M | 0.0% |
| Raymond James Financial Inc | $6.47M | 0.0% |
| Stifel Financial Corp | $1.96M | 0.0% |
| Jane Street Group, Llc | $701,460 | 0.0% |
| Bank of New York Mellon Corp | $219,140 | 0.0% |
| Bank of New York Mellon Corp | $219,140 | 0.0% |
| Fifth Third Bancorp | $141,949 | 0.0% |
| Jones Financial Companies Lllp | $638 | 0.0% |
Exited
| Ameriprise Financial Inc | $222,574 | was 0.0% |
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.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.