Security record · archived quarter
GVIP
name pending profile ingest
27Tracked holders
+2Δ holders
1.65MShares held
$311.64MReported value
+4New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth +8.0% ·
share flow +9.6% ·
net new positions +7.4%
— 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
| 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 | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Invesco Ltd. | 723.72K | 0.0% | $136.57M | 0.0% | Held | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 301.71K | +21.5% | $56.93M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 301.71K | +21.5% | $56.93M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 301.71K | +21.5% | $56.93M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 158.29K | -8.7% | $29.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 158.29K | -8.7% | $29.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Ameriprise Financial Inc | 109.64K | +1261.0% | $20.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 98.88K | +18.0% | $18.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 98.88K | +18.0% | $18.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | LPL Financial LLC | 70.09K | -6.7% | $13.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Rockefeller Capital Management L.P. | 45.25K | +34.0% | $8.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 40.41K | +41.4% | $7.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Truist Financial Corp | 25.39K | +9.2% | $4.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Susquehanna International Group, Llp | 16.97K | +63.9% | $3.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | UBS Group AG | 12.32K | +1.8% | $2.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | UBS Group AG | 12.32K | +1.8% | $2.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | UBS Group AG | 12.32K | +1.8% | $2.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Goldman Sachs Group ✦ | 8.94K | -61.5% | $1.69M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 19 | HighTower Advisors, LLC | 6.48K | +12.9% | $1.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Two Sigma Investments ✦ | 6.10K | New | $1.15M | 0.0% | New | 1 | SEC ↗ |
| 21 | Cetera Investment Advisers | 5.69K | +13.4% | $1.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Envestnet Asset Management Inc | 5.65K | -0.4% | $1.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Mml Investors Services, Llc | 4.28K | +30.5% | $807,403 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Stifel Financial Corp | 2.95K | +10.9% | $556,301 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Mariner, LLC | 2.77K | +33.9% | $521,955 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Jane Street Group, Llc | 2.45K | New | $462,325 | 0.0% | New | 1 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 1.14K | New | $210,253 | 0.0% | New | 1 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 1.14K | New | $210,253 | 0.0% | New | 1 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 1.14K | New | $210,253 | 0.0% | New | 1 | SEC ↗ |
| 30 | Northwestern Mutual Wealth… | 809 | +6.6% | $152,688 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Citigroup Inc | 552 | 0.0% | $104,186 | 0.0% | Held | 3 | SEC ↗ |
| 32 | Royal Bank Of Canada | 488 | 0.0% | $92,000 | 0.0% | Held | 3 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 239 | +61.5% | $45,134 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 34 | Blair William & Co/Il | 200 | New | $37,741 | 0.0% | New | 1 | SEC ↗ |
| 35 | Wells Fargo & Company/Mn | 98 | -44.9% | $18,492 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Two Sigma Investments | $1.15M | 0.0% |
| Jane Street Group, Llc | $462,325 | 0.0% |
| JPMorgan Chase | $210,253 | 0.0% |
| JPMorgan Chase | $210,253 | 0.0% |
| JPMorgan Chase | $210,253 | 0.0% |
| Blair William & Co/Il | $37,741 | 0.0% |
Exited
| Commonwealth Equity Services… | $3.48M | was 0.0% |
| Citadel Advisors | $1.81M | 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.
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 ·
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