GVIP
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -3.8% ·
share flow +5.5% ·
net new positions -4.0%
— 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 | 27 | +2 | 1.65M | $311.64M | +4 | −2 |
| Q1 2026 | 25 | -1 | 1.51M | $219.54M | +1 | −2 |
| Q4 2025 | 26 | 0 | 1.43M | $221.10M | — | — |
| Q3 2025 | 5 | -1 | 196.60K | $30.13M | — | −1 |
| Q2 2025 | 3 | +1 | 30.28K | $4.19M | +1 | — |
| Q1 2025 | 1 | 0 | 23.41K | $2.76M | — | — |
| Q4 2024 | 1 | 0 | 8.48K | $1.05M | — | — |
| Q3 2024 | 1 | 0 | 9.88K | $1.18M | — | — |
| Q2 2024 | 1 | — | 3.26K | $360,333 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Invesco Ltd. | 723.72K | 0.0% | $105.47M | 0.0% | Held | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 248.29K | +28.4% | $36.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 173.42K | +7.1% | $25.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 173.42K | +7.1% | $25.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 83.81K | +7.2% | $12.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 83.81K | +7.2% | $12.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | LPL Financial LLC | 75.09K | -7.3% | $10.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Rockefeller Capital Management L.P. | 33.77K | +9.3% | $4.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 28.59K | +4.6% | $4.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 23.88K | -23.4% | $3.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Truist Financial Corp | 23.26K | -1.3% | $3.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Goldman Sachs Group ✦ | 23.22K | +10.8% | $3.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 12.40K | +1.4% | $1.81M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 14 | UBS Group AG | 12.11K | -15.1% | $1.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | UBS Group AG | 12.11K | -15.1% | $1.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Susquehanna International Group, Llp | 10.35K | New | $1.51M | 0.0% | New | 1 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 8.06K | +173.1% | $1.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | HighTower Advisors, LLC | 5.74K | +6.9% | $836,926 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 5.67K | -11.5% | $826,743 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Cetera Investment Advisers | 5.02K | +107.5% | $730,925 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 3.28K | -21.0% | $477,973 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Stifel Financial Corp | 2.66K | +88.0% | $387,347 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Mariner, LLC | 2.07K | 0.0% | $301,074 | 0.0% | Held | 2 | SEC ↗ |
| 24 | Northwestern Mutual Wealth… | 759 | +8.7% | $110,628 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Citigroup Inc | 552 | 0.0% | $80,458 | 0.0% | Held | 2 | SEC ↗ |
| 26 | Royal Bank Of Canada | 488 | -38.1% | $71,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Wells Fargo & Company/Mn | 178 | +17700.0% | $25,935 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Fidelity (FMR) ✦ | 148 | +46.5% | $21,568 | 0.0% | ▲ Add | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Susquehanna International… | $1.51M | 0.0% |
Exited
| Jane Street Group, Llc | $270,610 | was 0.0% |
| JPMorgan Chase | $9,294 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 64 holders, 1.77M shares, $256.65M 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.