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Security record · archived quarter

GUG

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q1 2025
19Tracked holders
+2Δ holders
6.82MShares held
$108.98MReported value
+3New positions
−1Exits
Strongly Rising 4 quarters of rising tracked shares ●●●●○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +11.8% · share flow +5.9% · net new positions +10.5%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
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
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley 2.87M +1.0% $45.80M 0.0% ▲ Add 4 SEC ↗
2 Morgan Stanley 2.87M +1.0% $45.80M 0.0% ▲ Add 4 SEC ↗
3 Bank Of America Corp /De/ 960.15K +4.9% $15.34M 0.0% ▲ Add 3 SEC ↗
4 Raymond James Financial Inc 781.05K +10.2% $12.48M 0.0% ▲ Add 3 SEC ↗
5 Raymond James Financial Inc 781.05K +10.2% $12.48M 0.0% ▲ Add 3 SEC ↗
6 Raymond James Financial Inc 781.05K +10.2% $12.48M 0.0% ▲ Add 3 SEC ↗
7 Baird Financial Group, Inc. 676.91K -7.3% $10.82M 0.0% ▼ Trim 3 SEC ↗
8 Wells Fargo & Company/Mn 665.64K +124.4% $10.64M 0.0% ▲ Add 3 SEC ↗
9 Wells Fargo & Company/Mn 665.64K +124.4% $10.64M 0.0% ▲ Add 3 SEC ↗
10 Royal Bank Of Canada 498.06K -0.4% $7.96M 0.0% ▼ Trim 3 SEC ↗
11 Invesco Ltd. 84.14K -1.0% $1.34M 0.0% ▼ Trim 3 SEC ↗
12 Stifel Financial Corp 49.05K +1.9% $783,886 0.0% ▲ Add 3 SEC ↗
13 Osaic Holdings, Inc. 38.29K -3.6% $611,821 0.0% ▼ Trim 3 SEC ↗
14 LPL Financial LLC 34.23K -12.0% $546,942 0.0% ▼ Trim 3 SEC ↗
15 Citadel Advisors 32.18K +6.6% $514,252 0.0% ▲ Add 2 SEC ↗
16 HighTower Advisors, LLC 31.94K New $510,385 0.0% New 1 SEC ↗
17 Rockefeller Capital Management L.P. 30.78K +0.5% $491,873 0.0% ▲ Add 3 SEC ↗
18 Jane Street Group, Llc 21.88K New $349,675 0.0% New 1 SEC ↗
19 Jane Street Group, Llc 21.88K New $349,675 0.0% New 1 SEC ↗
20 UBS Group AG 18.10K -2.4% $289,238 0.0% ▼ Trim 3 SEC ↗
21 Cetera Investment Advisers 18.01K -58.8% $287,849 0.0% ▼ Trim 3 SEC ↗
22 Envestnet Asset Management Inc 10.78K -73.6% $172,235 0.0% ▼ Trim 3 SEC ↗
23 Northwestern Mutual Wealth… 2.10K New $33,567 0.0% New 1 SEC ↗
24 JPMorgan Chase 550 0.0% $8,773 0.0% Held 4 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

HighTower Advisors, LLC $510,385 0.0%
Jane Street Group, Llc $349,675 0.0%
Jane Street Group, Llc $349,675 0.0%
Northwestern Mutual Wealth… $33,567 0.0%

Exited

Focus Partners Wealth $1.15M 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.

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: Q2 2026 · Methodology · Get this via the API