Security record · archived quarter
GUT
name pending profile ingest
27Tracked holders
-4Δ holders
4.75MShares held
$28.75MReported value
+1New positions
−5Exits
Momentum inputs (comparable managers):
holder breadth -12.9% ·
share flow +0.3% ·
net new positions -14.8%
— 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
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 30 | +4 | 5.44M | $35.89M | +4 | — |
| Q1 2026 | 27 | -4 | 4.75M | $28.75M | +1 | −5 |
| Q4 2025 | 31 | -1 | 4.74M | $28.58M | — | −1 |
| Q3 2025 | 3 | 0 | 1.14M | $6.90M | — | — |
| Q2 2025 | 2 | 0 | 393.95K | $2.28M | — | — |
| Q1 2025 | 2 | +1 | 394.76K | $2.11M | +1 | — |
| Q4 2024 | 1 | -1 | 331.02K | $1.67M | — | −1 |
| Q3 2024 | 2 | -1 | 288.08K | $1.50M | — | −1 |
| Q2 2024 | 3 | — | 296.12K | $1.75M | — | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 1.28M | -1.7% | $7.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | LPL Financial LLC | 949.99K | +0.7% | $5.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 927.81K | -1.6% | $5.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 927.81K | -1.6% | $5.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 927.81K | -1.6% | $5.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 479.66K | +16.4% | $2.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | GAMCO Investors ✦ | 331.02K | 0.0% | $2.00M | 0.0% | Held | 8 | SEC ↗ |
| 8 | Cetera Investment Advisers | 176.62K | +16.2% | $1.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 130.00K | +1.3% | $786,525 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 130.00K | +1.3% | $786,525 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Royal Bank Of Canada | 80.08K | +102.3% | $485,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 77.39K | +33.7% | $468,234 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Creative Planning | 56.83K | -0.9% | $343,821 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Baird Financial Group, Inc. | 37.56K | +4.7% | $227,232 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Focus Partners Wealth | 28.30K | +60.3% | $171,240 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | UBS Group AG | 27.95K | -5.4% | $169,067 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Wealth Enhancement Advisory… | 27.78K | -57.9% | $165,861 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 26.63K | -10.1% | $161,093 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Stifel Financial Corp | 25.57K | -3.7% | $154,714 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Pnc Financial Services Group, Inc. | 23.66K | -29.4% | $143,118 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Pnc Financial Services Group, Inc. | 23.66K | -29.4% | $143,118 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Mariner, LLC | 21.67K | +89.2% | $131,128 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Mml Investors Services, Llc | 14.37K | -1.9% | $86,908 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Mercer Global Advisors Inc /Adv | 11.56K | New | $69,930 | 0.0% | New | 1 | SEC ↗ |
| 25 | HighTower Advisors, LLC | 11.35K | -14.7% | $68,668 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Fifth Third Bancorp | 2.76K | +10.3% | $16,686 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Cwm, Llc | 2.54K | -5.9% | $15,361 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Northwestern Mutual Wealth… | 1.44K | +90.8% | $8,694 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Assetmark, Inc | 730 | 0.0% | $4,417 | 0.0% | Held | 2 | SEC ↗ |
| 30 | Rockefeller Capital Management L.P. | 395 | 0.0% | $2,390 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Wells Fargo & Company/Mn | 1 | -99.8% | $6 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Mercer Global Advisors Inc… | $69,930 | 0.0% |
Exited
| Captrust Financial Advisors | $275,931 | was 0.0% |
| Susquehanna International… | $93,043 | was 0.0% |
| Jane Street Group, Llc | $92,941 | was 0.0% |
| Ameriprise Financial Inc | $78,282 | was 0.0% |
| Us Bancorp \De\ | $832 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 92 holders, 7.29M shares, $39.09M 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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