GUG
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -5.6% ·
share flow +2.7% ·
net new positions -5.9%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 19 | +2 | 6.82M | $108.98M | +3 | −1 |
| Q1 2026 | 17 | -1 | 6.44M | $98.04M | +1 | −2 |
| Q4 2025 | 18 | 0 | 6.27M | $96.11M | — | — |
| Q3 2025 | 2 | — | 2.78M | $43.41M | — | — |
| Q1 2025 | 1 | +1 | 14.60K | $220,052 | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 2.84M | +2.0% | $43.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 2.84M | +2.0% | $43.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 2.84M | +2.0% | $43.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 914.96K | +3.4% | $13.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Baird Financial Group, Inc. | 730.30K | +3.1% | $11.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 708.95K | +9.4% | $10.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 708.95K | +9.4% | $10.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 708.95K | +9.4% | $10.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Royal Bank Of Canada | 500.01K | +3.2% | $7.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 296.59K | +7.3% | $4.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 296.59K | +7.3% | $4.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Invesco Ltd. | 84.96K | +8.4% | $1.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Focus Partners Wealth | 75.70K | -47.0% | $1.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Stifel Financial Corp | 48.13K | -0.3% | $732,481 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Cetera Investment Advisers | 43.69K | +59.9% | $665,026 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 40.77K | +29.5% | $620,543 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 39.72K | -12.8% | $604,584 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | LPL Financial LLC | 38.91K | +46.5% | $592,166 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 30.63K | +2.1% | $466,196 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Citadel Advisors ✦ | 30.18K | New | $459,355 | 0.0% | New | 1 | SEC ↗ |
| 21 | UBS Group AG | 18.54K | -3.3% | $282,224 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | UBS Group AG | 18.54K | -3.3% | $282,224 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 550 | 0.0% | $8,228 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $459,355 | 0.0% |
Exited
| Jane Street Group, Llc | $304,760 | was 0.0% |
| Commonwealth Equity Services… | $231,990 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 43 holders, 10.57M shares, $147.49M 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.