% of shares outstanding is not shown for GDO: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for GDO in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | 223K | 188K | 143K | 144K | 162K | 185K | $2M |
| OSAIC HOLDINGS, INC. | 43K | 79K | 113K | 145K | 177K | 168K | $2M |
| AMERIPRISE FINANCIAL INC | 97K | 109K | 119K | 136K | 151K | 167K | $2M |
| 1607 Capital Partners, LLC | 28K | 78K | 100K | 95K | 69K | 156K | $2M |
| Shaker Financial Services, LLC | 50K | 47K | 33K | 34K | 95K | 120K | $1M |
| Smith Asset Management Co., LLC | 130K | 129K | 128K | 126K | 116K | 113K | $1M |
| GUGGENHEIM CAPITAL LLC | 221K | 127K | 71K | 54K | 78K | 103K | $1M |
| Fiera Capital Corp | 60K | 60K | 60K | 73K | 105K | 101K | $1M |
| RAYMOND JAMES FINANCIAL INC | 82K | 74K | 75K | 71K | 62K | 62K | $668,684 |
| Sowell Financial Services LLC | 64K | 64K | 61K | 60K | 60K | 60K | $641,673 |
| Dynamic Advisor Solutions LLC | — | 57K | 57K | 57K | 54K | 59K | $634,580 |
| UBS Group AG | 54K | 55K | 60K | 61K | 67K | 44K | $471,676 |
| ROYAL BANK OF CANADA | 18K | 28K | 61K | 34K | 34K | 32K | $344,000 |
| BANK OF AMERICA CORP /DE/ | 41K | 40K | 39K | 33K | 25K | 21K | $227,391 |
| WELLS FARGO & COMPANY/MN | 19K | 25K | 19K | 24K | 20K | 20K | $219,602 |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| 1607 Capital Partners, LLC | +87,394 | $940,359 | ADD |
| Shaker Financial Services, LLC | +25,107 | $270,151 | ADD |
| GUGGENHEIM CAPITAL LLC | +24,622 | $264,933 | ADD |
| MORGAN STANLEY | +22,755 | $244,844 | ADD |
| WOLVERINE ASSET MANAGEMENT LLC | +19,353 | $208,238 | OPEN |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| Cerity Partners LLC | −90,294 | $971,563 | CLOSE |
| UBS Group AG | −22,872 | $246,103 | TRIM |
| OSAIC HOLDINGS, INC. | −8,570 | $92,213 | TRIM |
| Kestra Advisory Services, LLC | −7,140 | $76,826 | CLOSE |
| Fiera Capital Corp | −3,687 | $39,672 | TRIM |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 32 | 1,564,176 | — | $17M |
| 2025-Q4 | 28 | 1,467,342 | — | $17M |
| 2025-Q3 | 32 | 1,388,185 | — | $16M |
| 2025-Q2 | 31 | 1,373,929 | — | $16M |
| 2025-Q1 | 34 | 1,449,295 | — | $17M |
| 2024-Q4 | 30 | 1,410,868 | — | $16M |
| 2024-Q3 | 43 | 5,642,789 | — | $87M |
| 2024-Q2 | 47 | 5,878,025 | — | $72M |
| 2024-Q1 | 48 | 6,368,385 | — | $79M |
| 2023-Q4 | 46 | 5,818,870 | — | $74M |
| 2023-Q3 | 47 | 5,366,963 | — | $64M |
| 2023-Q2 | 45 | 5,146,852 | — | $64M |
| 2023-Q1 | 46 | 4,937,674 | — | $63M |
| 2022-Q4 | 45 | 4,844,116 | — | $62M |
| 2022-Q3 | 45 | 4,471,472 | — | $50M |
| 2022-Q2 | 44 | 4,544,570 | — | $62M |
| 2022-Q1 | 49 | 4,564,590 | — | $68M |
| 2021-Q4 | 46 | 4,720,224 | — | $83M |
| 2021-Q3 | 44 | 4,502,516 | — | $81M |
| 2021-Q2 | 42 | 4,625,211 | — | $86M |
| 2021-Q1 | 45 | 4,676,054 | — | $82M |
| 2020-Q4 | 42 | 4,523,385 | — | $82M |
| 2020-Q3 | 38 | 4,520,761 | — | $76M |
| 2020-Q2 | 36 | 4,824,119 | — | $79M |
| 2020-Q1 | 33 | 4,465,618 | — | $59M |
| 2019-Q4 | 34 | 4,075,950 | — | $74M |
| 2019-Q3 | 34 | 4,187,057 | — | $73M |
| 2019-Q2 | 36 | 4,104,791 | — | $70M |
| 2019-Q1 | 34 | 4,092,521 | — | $67M |
| 2018-Q4 | 38 | 4,541,454 | — | $68M |
| 2018-Q3 | 34 | 3,957,438 | — | $64M |
| 2018-Q2 | 36 | 3,682,446 | — | $62M |
| 2018-Q1 | 37 | 3,657,924 | — | $61M |
| 2017-Q4 | 37 | 3,659,635 | — | $66M |
| 2017-Q3 | 37 | 3,794,225 | — | $69M |
| 2017-Q2 | 41 | 4,444,818 | — | $79M |
| 2017-Q1 | 41 | 5,157,803 | — | $90M |
| 2016-Q4 | 38 | 5,272,187 | — | $90M |
| 2016-Q3 | 37 | 4,686,284 | — | $83M |
| 2016-Q2 | 36 | 5,030,221 | — | $86M |
| 2016-Q1 | 39 | 5,863,587 | — | $97M |
| 2015-Q4 | 38 | 6,377,269 | — | $101M |
| 2015-Q3 | 37 | 6,692,642 | — | $106M |
| 2015-Q2 | 33 | 6,624,284 | — | $114M |
| 2015-Q1 | 38 | 6,504,202 | — | $115M |
| 2014-Q4 | 38 | 6,466,911 | — | $115M |
| 2014-Q3 | 33 | 6,215,491 | — | $113M |
| 2014-Q2 | 35 | 5,984,746 | — | $112M |
| 2014-Q1 | 41 | 5,714,216 | — | $104M |
| 2013-Q4 | 38 | 5,188,535 | — | $94M |
| 2013-Q3 | 37 | 4,125,617 | — | $73M |
| 2013-Q2 | 35 | 3,462,699 | — | $63M |
| 2013-Q1 | 1 | 14,139 | — | $282,000 |
