GSEP
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +9.5% ·
share flow +1.1% ·
net new positions +8.7%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 727.88K | n/a | $28.20M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 2 | Commonwealth Equity Services, Llc | 542.39K | n/a | $21.01M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 389.05K | n/a | $15.07M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | Cetera Investment Advisers | 209.94K | n/a | $8.13M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 167.91K | n/a | $6.50M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Mml Investors Services, Llc | 164.67K | n/a | $6.38M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Us Bancorp \De\ | 143.11K | n/a | $5.54M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | LPL Financial LLC | 100.14K | n/a | $3.88M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Truist Financial Corp | 24.39K | n/a | $944,946 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Goldman Sachs Group ✦ | 19.11K | New | $740,205 | 0.0% | New | 1 | SEC ↗ |
| 11 | HighTower Advisors, LLC | 18.90K | n/a | $732,186 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Hrt Financial Lp | 12.72K | n/a | $492,000 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | IMC-Chicago, LLC | 11.21K | n/a | $434,120 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 10.97K | +22.7% | $424,862 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Wealth Enhancement Advisory… | 8.65K | n/a | $340,116 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 6.32K | New | $244,992 | 0.0% | New | 1 | SEC ↗ |
| 17 | Mariner, LLC | 5.88K | n/a | $227,791 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Barclays Plc | 4.67K | n/a | $180,993 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Royal Bank Of Canada | 2.79K | n/a | $108,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Cwm, Llc | 2.76K | n/a | $107,000 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | UBS Group AG | 883 | n/a | $34,207 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 393 | n/a | $15,225 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 97 | 0.0% | $3,758 | 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
| Goldman Sachs Group | $740,205 | 0.0% |
| JPMorgan Chase | $244,992 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 119 holders, 7.02M shares, $259.07M 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.