Security record · archived quarter
GSEW
name pending profile ingest
34Tracked holders
-4Δ holders
4.84MShares held
$409.73MReported value
+3New positions
−7Exits
Momentum inputs (comparable managers):
holder breadth -10.5% ·
share flow +3.6% ·
net new positions -11.8%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 861.14K | -7.1% | $72.90M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 2 | Raymond James Financial Inc | 633.69K | +12.6% | $53.65M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 3 | Bank Of America Corp /De/ | 628.50K | -16.8% | $53.21M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Ameriprise Financial Inc | 407.54K | +0.1% | $34.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | LPL Financial LLC | 400.18K | -10.0% | $33.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 390.85K | +34.9% | $33.09M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Envestnet Asset Management Inc | 241.94K | +2186.5% | $20.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Northwestern Mutual Wealth… | 235.16K | +14.2% | $19.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | UBS Group AG | 123.77K | +1.1% | $10.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Cerity Partners LLC | 107.65K | +14.8% | $9.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Rockefeller Capital Management L.P. | 104.93K | +4.7% | $8.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Creative Planning | 88.84K | +3.4% | $7.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 86.75K | +29.4% | $7.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 83.94K | -11.3% | $7.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Wealth Enhancement Advisory… | 80.52K | -54.6% | $6.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Stifel Financial Corp | 58.34K | +15.9% | $4.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 43.79K | +189.4% | $3.62M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 18 | Mariner, LLC | 36.94K | +62.7% | $3.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 34.45K | +148.8% | $2.92M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 20 | Goldman Sachs Group ✦ | 33.42K | +7.6% | $2.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | HighTower Advisors, LLC | 32.26K | -7.3% | $2.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Bank Of Montreal /Can/ | 26.02K | New | $2.20M | 0.0% | New | 1 | SEC ↗ ×2 |
| 23 | CIBC Bancorp USA Inc. | 25.75K | — | $2.18M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Cwm, Llc | 17.07K | -1.0% | $1.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Cetera Investment Advisers | 16.76K | +29.7% | $1.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | AQR Capital Management ✦ | 9.67K | -1.2% | $819,001 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 27 | Hrt Financial Lp | 7.11K | New | $601,000 | 0.0% | New | 1 | SEC ↗ |
| 28 | Quantinno Capital Management LP | 6.78K | +107.5% | $573,672 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Focus Partners Wealth | 4.98K | 0.0% | $421,393 | 0.0% | Held | 2 | SEC ↗ |
| 30 | Pnc Financial Services Group, Inc. | 4.87K | 0.0% | $412,379 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Mercer Global Advisors Inc /Adv | 4.54K | -39.4% | $384,362 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 3.48K | +42.2% | $295,024 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 33 | Jones Financial Companies Lllp | 101 | -40.2% | $8,383 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Fifth Third Bancorp | 44 | New | $3,725 | 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
| Bank Of Montreal /Can/ | $2.20M | 0.0% |
| Hrt Financial Lp | $601,000 | 0.0% |
| Fifth Third Bancorp | $3,725 | 0.0% |
Exited
| Susquehanna International… | $2.21M | was 0.0% |
| Jane Street Group, Llc | $1.68M | was 0.0% |
| Corient Private Wealth LP | $1.34M | was 0.0% |
| Citadel Advisors | $777,656 | was 0.0% |
| Captrust Financial Advisors | $259,593 | was 0.0% |
| Qube Research & Technologies… | $6,469 | was 0.0% |
| Simplex Trading, Llc | $3,660 | was 0.0% |
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: Q1 2026 ·
Methodology ·
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