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Security record · archived quarter

GSEW

name pending profile ingest

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025
37Tracked holders
+1Δ holders
4.65MShares held
$396.29MReported value
+1New positions
−0Exits
Rising 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +2.8% · share flow +4.6% · net new positions +2.7% · formula
Broad accumulation: rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 2 0 87.17K $8.28M n/a n/a
Q2 2026 33 0 5.09M $481.01M +3 −3
Q1 2026 34 -4 4.84M $409.73M +3 −7
Q4 2025 37 +1 4.65M $396.29M +1 n/a
Q3 2025 5 -1 792.29K $67.38M n/a −1
Q2 2025 3 +1 13.67K $1.11M +1 n/a
Q1 2025 1 +1 31.80K $2.42M +1 n/a
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley ✦ 927.25K +28.1% $78.93M 0.0% ▲ Add 2 SEC ↗ ×3
2 Bank Of America Corp /De/ 755.52K n/a $64.31M 0.0% n/c 1 SEC ↗ ×2
3 Raymond James Financial Inc 563.00K n/a $47.92M 0.0% n/c 1 SEC ↗ ×3
4 LPL Financial LLC 444.85K n/a $37.87M 0.0% n/c 1 SEC ↗
5 Ameriprise Financial Inc 406.94K n/a $34.64M 0.0% n/c 1 SEC ↗
6 Wells Fargo & Company/Mn 289.73K n/a $24.66M 0.0% n/c 1 SEC ↗ ×2
7 Northwestern Mutual Wealth… 205.98K n/a $17.53M 0.0% n/c 1 SEC ↗
8 Wealth Enhancement Advisory… 177.34K n/a $15.59M 0.0% n/c 1 SEC ↗
9 UBS Group AG 122.36K n/a $10.42M 0.0% n/c 1 SEC ↗ ×2
10 Rockefeller Capital Management L.P. 100.27K n/a $8.53M 0.0% n/c 1 SEC ↗
11 Royal Bank Of Canada 94.58K n/a $8.05M 0.0% n/c 1 SEC ↗
12 Cerity Partners LLC 93.80K n/a $7.98M 0.0% n/c 1 SEC ↗
13 Creative Planning 85.92K n/a $7.31M 0.0% n/c 1 SEC ↗
14 Commonwealth Equity Services, Llc 67.03K n/a $5.71M 0.0% n/c 1 SEC ↗
15 Stifel Financial Corp 50.35K n/a $4.29M 0.0% n/c 1 SEC ↗
16 HighTower Advisors, LLC 34.79K n/a $2.96M 0.0% n/c 1 SEC ↗
17 Goldman Sachs Group ✦ 31.07K 0.0% $2.64M 0.0% Held 2 SEC ↗
18 Susquehanna International Group, Llp 26.00K n/a $2.21M 0.0% n/c 1 SEC ↗
19 Mariner, LLC 22.70K n/a $1.93M 0.0% n/c 1 SEC ↗
20 Jane Street Group, Llc 19.68K n/a $1.68M 0.0% n/c 1 SEC ↗
21 Cwm, Llc 17.25K n/a $1.47M 0.0% n/c 1 SEC ↗
22 Corient Private Wealth LP 15.64K n/a $1.34M 0.0% n/c 1 SEC ↗ ×2
23 JPMorgan Chase ✦ 15.13K -47.3% $1.29M 0.0% ▼ Trim 2 SEC ↗ ×3
24 Osaic Holdings, Inc. 13.85K n/a $1.18M 0.0% n/c 1 SEC ↗ ×2
25 Cetera Investment Advisers 12.92K n/a $1.10M 0.0% n/c 1 SEC ↗
26 Envestnet Asset Management Inc 10.58K n/a $900,629 0.0% n/c 1 SEC ↗
27 AQR Capital Management ✦ 9.79K +56.7% $833,325 0.0% ▲ Add 3 SEC ↗
28 Citadel Advisors ✦ 9.14K New $777,656 0.0% New 1 SEC ↗
29 Mercer Global Advisors Inc /Adv 7.50K n/a $638,106 0.0% n/c 1 SEC ↗
30 Focus Partners Wealth 4.98K n/a $423,668 0.0% n/c 1 SEC ↗
31 Pnc Financial Services Group, Inc. 4.87K n/a $414,620 0.0% n/c 1 SEC ↗
32 Quantinno Capital Management LP 3.27K n/a $278,042 0.0% n/c 1 SEC ↗
33 Captrust Financial Advisors 3.05K n/a $259,593 0.0% n/c 1 SEC ↗
34 Fidelity (FMR) ✦ 2.45K +9.1% $208,572 0.0% ▲ Add 3 SEC ↗ ×2
35 Jones Financial Companies Lllp 169 n/a $14,385 0.0% n/c 1 SEC ↗
36 Qube Research & Technologies Ltd 76 n/a $6,469 0.0% n/c 1 SEC ↗
37 Simplex Trading, Llc 43 n/a $3,660 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

Citadel Advisors $777,656 0.0%

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 179 holders, 12.40M shares, $989.53M 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 · Get this via the API