New Positions
8 managers initiated
Top five by reported value
Gohealth Inc NASDAQ NMS - GLOBAL MARKET:GOCO
Institutional holders, quarter-over-quarter share deltas, and new and closed positions disclosed in Form 13F. Period 2025-12-31 · prior 2025-09-30.
8 new24 added24 reduced11 exited
Total Institutional Holders
56
as of 2025-12-31
Top Holder
Centerbridge Partners, L.P.
$9.0M
Largest QoQ Increase
CDC Financial, Inc.
+704,901 sh
Largest QoQ Decrease
BARCLAYS PLC
-61,787 sh
New Positions(8)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| CDC Financial, Inc. | 704,901 | +704,901 | $1.5M | +$1.5M | — |
| Benefit Street Partners LLC | 13,592 | +13,592 | $29.2K | +$29.2K | — |
| GOLDMAN SACHS GROUP INC | 12,023 | +12,023 | $25.8K | +$25.8K | — |
| Abel Hall, LLC | 10,472 | +10,472 | $22.5K | +$22.5K | — |
| Aventura Private Wealth, LLC | 80 | +80 | $720 | +$720 | — |
| IFP Advisors, Inc | 43 | +43 | $145 | +$145 | — |
| Allworth Financial LP | 7 | +7 | $16 | +$16 | — |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 3 | +3 | $6 | +$6 | — |
Added To(24)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| BlackRock, Inc. | 383,309 | +64,318 | $824.1K | -$713.4K | 20.2% |
| VANGUARD GROUP INC | 286,205 | +55,946 | $615.3K | -$494.5K | 24.3% |
| GEODE CAPITAL MANAGEMENT, LLC | 150,821 | +11,340 | $324.3K | -$348.1K | 8.1% |
| STATE STREET CORP | 78,895 | +1,361 | $169.6K | -$204.1K | 1.8% |
| UBS Group AG | 45,571 | +42,163 | $98.0K | +$81.6K | 1237.2% |
| NORTHERN TRUST CORP | 63,947 | +19,248 | $137.5K | -$78.0K | 43.1% |
| Empowered Funds, LLC | 34,175 | +3,603 | $73.5K | -$73.9K | 11.8% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 34,175 | +3,603 | $73.5K | -$73.9K | 11.8% |
| AQR CAPITAL MANAGEMENT LLC | 15,225 | +1,120 | $32.7K | -$35.3K | 7.9% |
| FMR LLC | 13,983 | +13,320 | $30.1K | +$26.9K | 2009.0% |
| RHUMBLINE ADVISERS | 9,164 | +2,787 | $19.7K | -$11.0K | 43.7% |
| BANK OF AMERICA CORP /DE/ | 11,827 | +8,649 | $25.4K | +$10.1K | 272.1% |
| DEUTSCHE BANK AG\ | 32,183 | +19,349 | $69.2K | +$7.3K | 150.8% |
| JPMORGAN CHASE & CO | 8,786 | +5,862 | $18.9K | +$4.8K | 200.5% |
| WELLS FARGO & COMPANY/MN | 10,663 | +6,454 | $22.9K | +$2.6K | 153.3% |
| Russell Investments Group, Ltd. | 1,842 | +1,359 | $4.0K | +$1.6K | 281.4% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 26,448 | +14,388 | $56.9K | -$1.3K | 119.3% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 4,390 | +2,295 | $9.4K | -$659 | 109.5% |
| BNP PARIBAS ARBITRAGE, SNC | 2,471 | +1,462 | $5.3K | +$450 | 144.9% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 579 | +253 | $1.2K | -$326 | 77.6% |
| CITIGROUP INC | 213 | +151 | $458 | +$159 | 243.5% |
| EverSource Wealth Advisors, LLC | 114 | +67 | $245 | +$18 | 142.6% |
| CWM, LLC | 997 | +108 | $2 | -$2 | 12.1% |
| AMALGAMATED BANK | 296 | +163 | $1 | $0 | 122.5% |
Reduced(24)
Sold Out(11)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Focus Partners Wealth | 0 | -56,082 | $0 | -$4.3M | — |
| RENAISSANCE TECHNOLOGIES LLC | 0 | -48,778 | $0 | -$235.1K | — |
| Glendon Capital Management LP | 0 | -42,745 | $0 | -$206.0K | — |
| Squarepoint Ops LLC | 0 | -35,424 | $0 | -$170.7K | — |
| FRANKLIN RESOURCES INC | 0 | -13,592 | $0 | -$65.5K | — |
| Bank of New York Mellon Corp | 0 | -10,397 | $0 | -$50.1K | — |
| MEEDER ASSET MANAGEMENT INC | 0 | -3,799 | $0 | -$18.3K | — |
| Quent Capital, LLC | 0 | -378 | $0 | -$1.8K | — |
| SRS Capital Advisors, Inc. | 0 | -198 | $0 | -$954 | — |
| Fortitude Family Office, LLC | 0 | -83 | $0 | -$400 | — |
| Clearstead Advisors, LLC | 0 | -51 | $0 | -$246 | — |
Top Holders by reported value
Ranked by the dollar value reported on the latest Form 13F. Share counts reflect long positions as of 2025-12-31.
| Manager | Shares | $ Value | Δ Shares | QoQ % |
|---|---|---|---|---|
| Centerbridge Partners, L.P. | 4,179,850 | $9.0M | 0 | 0.0% |
| Public Sector Pension Investment Board | 1,680,444 | $3.6M | 0 | 0.0% |
| REDWOOD CAPITAL MANAGEMENT, LLC | 924,244 | $2.0M | 0 | 0.0% |
| CDC Financial, Inc. | 704,901 | $1.5M | +704,901 | — |
| BlackRock, Inc. | 383,309 | $824.1K | +64,318 | 20.2% |
| VANGUARD GROUP INC | 286,205 | $615.3K | +55,946 | 24.3% |
| GEODE CAPITAL MANAGEMENT, LLC | 150,821 | $324.3K | +11,340 | 8.1% |
| CI Private Wealth, LLC | 124,770 | $268.6K | -19,578 | -13.6% |
| STATE STREET CORP | 78,895 | $169.6K | +1,361 | 1.8% |
| NORTHERN TRUST CORP | 63,947 | $137.5K | +19,248 | 43.1% |
| DIMENSIONAL FUND ADVISORS LP | 46,765 | $100.6K | -8,538 | -15.4% |
| UBS Group AG | 45,571 | $98.0K | +42,163 | 1237.2% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 34,175 | $73.5K | +3,603 | 11.8% |
| Empowered Funds, LLC | 34,175 | $73.5K | +3,603 | 11.8% |
| DEUTSCHE BANK AG\ | 32,183 | $69.2K | +19,349 | 150.8% |
| BARCLAYS PLC | 11,964 | $66.4K | -61,787 | -83.8% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 26,448 | $56.9K | +14,388 | 119.3% |
| MORGAN STANLEY | 20,864 | $44.9K | -897 | -4.1% |
| AQR CAPITAL MANAGEMENT LLC | 15,225 | $32.7K | +1,120 | 7.9% |
| FMR LLC | 13,983 | $30.1K | +13,320 | 2009.0% |
New & Closed Positions this quarter
Closed Positions
11 managers exited
Top five by prior-quarter value
- Focus Partners Wealth$4.3M
- RENAISSANCE TECHNOLOGIES LLC$235.1K
- Glendon Capital Management LP$206.0K
- Squarepoint Ops LLC$170.7K
- FRANKLIN RESOURCES INC$65.5K
Methodology
Form 13F is the SEC's quarterly disclosure for institutional investment managers exercising discretion over $100 million or more in qualifying U.S. equity securities. Managers must file within 45 days of each calendar quarter end, which is why holdings shown here reflect a snapshot at the period date — not real-time positioning.
Quarter-over-quarter deltas compare each manager's most recently reported share count for GOCO against its prior-quarter count. New positions are entries where the prior count was zero; closed positions are entries where the current count is zero. Amendments (13F-HR/A) replace prior filings for the same period.
Source: SEC EDGAR Form 13F (XML information tables). Dollar values are as reported by the manager and may use mid-quarter pricing conventions. CUSIP-to-ticker resolution is best-effort.