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Security record · archived quarter

GXC

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
35Tracked holders
0Δ holders
1.00MShares held
$97.01MReported value
+0New positions
−0Exits
Rising 5 quarters of rising tracked shares ●●●●● How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow +11.2% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 31 -2 1.47M $126.87M +1 −3
Q1 2026 33 -2 1.31M $121.41M +1 −3
Q4 2025 35 0 1.00M $97.01M
Q3 2025 7 -1 268.54K $28.19M −1
Q2 2025 5 0 109.00K $9.54M
Q1 2025 3 +1 57.62K $4.96M +1
Q4 2024 2 +1 28.77K $2.18M +1
Q3 2024 1 0 2.24K $183,785 +1 −1
Q2 2024 1 3.52K $241,286
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Assetmark, Inc 219.47K $21.25M 0.0% n/c 1 SEC ↗
2 State Street Global Advisors (passive) 208.57K +74.9% $20.19M 0.0% ▲ Add 4 SEC ↗
3 Bank Of America Corp /De/ 101.90K $9.87M 0.0% n/c 1 SEC ↗
4 Bank Of America Corp /De/ 101.90K $9.87M 0.0% n/c 1 SEC ↗
5 Bank Of America Corp /De/ 101.90K $9.87M 0.0% n/c 1 SEC ↗
6 Bank Of America Corp /De/ 101.90K $9.87M 0.0% n/c 1 SEC ↗
7 Morgan Stanley 97.30K +3.7% $9.42M 0.0% ▲ Add 2 SEC ↗
8 Morgan Stanley 97.30K +3.7% $9.42M 0.0% ▲ Add 2 SEC ↗
9 Morgan Stanley 97.30K +3.7% $9.42M 0.0% ▲ Add 2 SEC ↗
10 Ameriprise Financial Inc 60.91K $5.90M 0.0% n/c 1 SEC ↗
11 Ameriprise Financial Inc 60.91K $5.90M 0.0% n/c 1 SEC ↗
12 UBS Group AG 53.51K $5.18M 0.0% n/c 1 SEC ↗
13 Focus Partners Wealth 44.73K $4.33M 0.0% n/c 1 SEC ↗
14 HighTower Advisors, LLC 33.61K $3.25M 0.0% n/c 1 SEC ↗
15 BlackRock (passive) 24.59K 0.0% $2.38M 0.0% Held 3 SEC ↗
16 Wells Fargo & Company/Mn 23.53K $2.28M 0.0% n/c 1 SEC ↗
17 Wells Fargo & Company/Mn 23.53K $2.28M 0.0% n/c 1 SEC ↗
18 Wells Fargo & Company/Mn 23.53K $2.28M 0.0% n/c 1 SEC ↗
19 Goldman Sachs Group 19.30K +5.5% $1.87M 0.0% ▲ Add 2 SEC ↗
20 Goldman Sachs Group 19.30K +5.5% $1.87M 0.0% ▲ Add 2 SEC ↗
21 JPMorgan Chase 17.26K +71.4% $1.67M 0.0% ▲ Add 2 SEC ↗
22 JPMorgan Chase 17.26K +71.4% $1.67M 0.0% ▲ Add 2 SEC ↗
23 JPMorgan Chase 17.26K +71.4% $1.67M 0.0% ▲ Add 2 SEC ↗
24 JPMorgan Chase 17.26K +71.4% $1.67M 0.0% ▲ Add 2 SEC ↗
25 Susquehanna International Group, Llp 13.66K $1.32M 0.0% n/c 1 SEC ↗
26 Susquehanna International Group, Llp 13.66K $1.32M 0.0% n/c 1 SEC ↗
27 Wealthfront Advisers LLC 13.59K $1.32M 0.0% n/c 1 SEC ↗
28 LPL Financial LLC 9.42K $912,350 0.0% n/c 1 SEC ↗
29 Citigroup Inc 9.18K $888,351 0.0% n/c 1 SEC ↗
30 First Trust Advisors Lp 8.74K $846,180 0.0% n/c 1 SEC ↗
31 First Trust Advisors Lp 8.74K $846,180 0.0% n/c 1 SEC ↗
32 Royal Bank Of Canada 8.58K $831,000 0.0% n/c 1 SEC ↗
33 Royal Bank Of Canada 8.58K $831,000 0.0% n/c 1 SEC ↗
34 Royal Bank Of Canada 8.58K $831,000 0.0% n/c 1 SEC ↗
35 Royal Bank Of Canada 8.58K $831,000 0.0% n/c 1 SEC ↗
36 Hrt Financial Lp 6.20K $600,000 0.0% n/c 1 SEC ↗
37 Cetera Investment Advisers 5.43K $525,984 0.0% n/c 1 SEC ↗
38 Stifel Financial Corp 4.99K $482,504 0.0% n/c 1 SEC ↗
39 Envestnet Asset Management Inc 3.54K $342,984 0.0% n/c 1 SEC ↗
40 Commonwealth Equity Services, Llc 3.43K $331,770 0.0% n/c 1 SEC ↗
41 Barclays Plc 2.40K $232,344 0.0% n/c 1 SEC ↗
42 D. E. Shaw & Co. 2.35K 0.0% $227,407 0.0% Held 5 SEC ↗
43 Rockefeller Capital Management L.P. 2.24K $216,863 0.0% n/c 1 SEC ↗
44 Russell Investments Group, Ltd. 1.18K $113,758 0.0% n/c 1 SEC ↗
45 Russell Investments Group, Ltd. 1.18K $113,758 0.0% n/c 1 SEC ↗
46 UBS AM, a distinct business unit of… 866 $83,837 0.0% n/c 1 SEC ↗
47 National Bank Of Canada /Fi/ 420 $40,673 0.0% n/c 1 SEC ↗
48 Qube Research & Technologies Ltd 321 $31,076 0.0% n/c 1 SEC ↗
49 Osaic Holdings, Inc. 305 $29,763 0.0% n/c 1 SEC ↗
50 Bank Of Montreal /Can/ 244 $23,622 0.0% n/c 1 SEC ↗
51 Fidelity (FMR) 116 0.0% $11,205 0.0% Held 3 SEC ↗
52 Jones Financial Companies Lllp 88 $8,519 0.0% n/c 1 SEC ↗
53 TD Waterhouse Canada Inc. 85 $8,231 0.0% n/c 1 SEC ↗

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

New buyers

No new tracked buyers this quarter.

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 76 holders, 1.96M shares, $182.75M 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: Q4 2025 · Methodology · Get this via the API