GTIP
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -11.1% ·
share flow +18.5% ·
net new positions -12.5%
— formula
Concentrated accumulation — rising shares among fewer 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 | 16 | -2 | 2.93M | $143.15M | +4 | −6 |
| Q1 2026 | 19 | +2 | 2.47M | $122.11M | +4 | −2 |
| Q4 2025 | 17 | -1 | 1.58M | $77.38M | — | −1 |
| Q3 2025 | 4 | +1 | 152.37K | $7.61M | +1 | — |
| Q2 2025 | 1 | 0 | 13.53K | $669,960 | — | — |
| Q1 2025 | 1 | 0 | 23.25K | $1.17M | — | — |
| Q4 2024 | 1 | 0 | 15.06K | $725,898 | — | — |
| Q3 2024 | 1 | 0 | 39.30K | $1.97M | — | — |
| Q2 2024 | 1 | — | 20.07K | $974,025 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 1.16M | +12.2% | $56.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | LPL Financial LLC | 863.77K | +0.1% | $42.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 287.63K | +976.3% | $14.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 287.63K | +976.3% | $14.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 210.85K | +53.8% | $10.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 210.85K | +53.8% | $10.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 179.38K | +18.9% | $8.76M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Cetera Investment Advisers | 173.22K | +9.1% | $8.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 26.15K | -27.4% | $1.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 26.15K | -27.4% | $1.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Bank of New York Mellon Corp | 13.39K | +7.0% | $654,221 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Bank of New York Mellon Corp | 13.39K | +7.0% | $654,221 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 4.43K | +35.1% | $216,594 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 4.29K | -45.8% | $210,078 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 15 | Royal Bank Of Canada | 2.68K | +0.9% | $131,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 2.68K | +0.9% | $131,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Franklin Resources Inc | 292 | New | $14,264 | 0.0% | New | 1 | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. | 162 | New | $7,914 | 0.0% | New | 1 | SEC ↗ |
| 19 | Russell Investments Group, Ltd. | 87 | New | $4,237 | 0.0% | New | 1 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 80 | +8.1% | $3,926 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 21 | Fifth Third Bancorp | 14 | New | $684 | 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
| Franklin Resources Inc | $14,264 | 0.0% |
| Rockefeller Capital… | $7,914 | 0.0% |
| Russell Investments Group… | $4,237 | 0.0% |
| Fifth Third Bancorp | $684 | 0.0% |
Exited
| Citadel Advisors | $822,899 | was 0.0% |
| Susquehanna International… | $514,139 | was 0.0% |
| Jane Street Group, Llc | $506,931 | was 0.0% |
| Northwestern Mutual Wealth… | $3,308 | was 0.0% |
| Jones Financial Companies Lllp | $1,667 | was 0.0% |
| UBS Group AG | $1,136 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 54 holders, 4.69M shares, $189.07M 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.