Who owns GDE
Which tracked institutional funds hold GDE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See GDE company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
9 tracked funds added or opened GDE while 14 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
GDE’s largest tracked holder by dollar value, MAINSTAY CAPITAL MANAGEMENT LLC /ADV, sizes it at 7.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 7.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in GDE divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 70 tracked filers holding GDE, 33 increased or opened the position and 34 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in GDE between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 1
- Elequin Capital, LP$1M
Full exits 5
- Focus Partners Wealth$13M
- CWM, LLC$13M
- Cambridge Investment Research Advisors, Inc.$4M
- HRT FINANCIAL LP$2M
- JANE STREET GROUP, LLC$2M
Largest adds
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- Kestra Advisory Services, LLC$954K
- JPMORGAN CHASE & CO$572K
- Arkadios Wealth Advisors$528K
- Fermata Advisors, LLC$455K
- Aspire Capital Advisors LLC$451K
Largest trims
- MAINSTAY CAPITAL MANAGEMENT LLC /ADV$25M
- Triton Wealth Management, PLLC$6M
- Alpine Bank Wealth Management$1M
- OSAIC HOLDINGS, INC.$909K
- Sanctuary Advisors, LLC$787K
- Magnolia Private Wealth, LLC$708K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV trimmed | 1,638,956 | $100M | 34.9% | 2026-Q2 |
| Alpine Bank Wealth Management trimmed | 615,018 | $38M | 13.1% | 2026-Q2 |
| Wealthcare Advisory Partners LLC added | 135,041 | $8M | 2.9% | 2026-Q2 |
| McGrath & Associates, Inc. added | 132,140 | $8M | 2.8% | 2026-Q2 |
| STAPP WEALTH MANAGEMENT, PLLC added | 123,616 | $8M | 2.6% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 113,875 | $7M | 2.4% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 100,543 | $6M | 2.1% | 2026-Q2 |
| Magnolia Private Wealth, LLC trimmed | 204,920 | $6M | 2.1% | 2026-Q2 |
| Fermata Advisors, LLC added | 87,185 | $5M | 1.9% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 56,608 | $3M | 1.2% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. trimmed | 52,002 | $3M | 1.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 39,512 | $2M | 0.8% | 2026-Q2 |
| MORGAN STANLEY | 36,444 | $2M | 0.8% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 35,553 | $2M | 0.8% | 2026-Q2 |
| Aspire Capital Advisors LLC added | 34,885 | $2M | 0.7% | 2026-Q2 |
| SFG Wealth Management, LLC. trimmed | 33,019 | $2M | 0.7% | 2026-Q2 |
| OPTIMA CAPITAL LLC trimmed | 27,272 | $2M | 0.6% | 2026-Q2 |
| Arkadios Wealth Advisors added | 26,603 | $2M | 0.6% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 25,437 | $2M | 0.5% | 2026-Q2 |
| Spinnaker Investment Group, LLC added | 24,597 | $2M | 0.5% | 2026-Q2 |
| Elequin Capital, LP trimmed | 22,620 | $1M | 0.5% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 21,240 | $1M | 0.5% | 2026-Q2 |
| SteelPeak Wealth, LLC added | 20,096 | $1M | 0.4% | 2026-Q2 |
| Modern Wealth Management, LLC | 20,000 | $1M | 0.4% | 2026-Q2 |
| LWM Advisory Services, LLC trimmed | 20,000 | $1M | 0.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 19,871 | $1M | 0.4% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 18,289 | $1M | 0.4% | 2026-Q2 |
| Worth Asset Management, LLC trimmed | 16,923 | $1M | 0.4% | 2026-Q2 |
| BROWN ADVISORY INC | 12,792 | $782K | 0.3% | 2026-Q2 |
| Lunt Capital Management, Inc. trimmed | 12,749 | $779K | 0.3% | 2026-Q2 |
| M Wealth Management, LLC added | 11,782 | $720K | 0.3% | 2026-Q2 |
| Elm3 Financial Group, LLC trimmed | 10,523 | $643K | 0.2% | 2026-Q2 |
| LPL Financial LLC added | 8,803 | $538K | 0.2% | 2026-Q2 |
| Triton Wealth Management, PLLC trimmed | 8,264 | $512K | 0.2% | 2026-Q2 |
| XY Planning Network, Inc. added | 7,908 | $483K | 0.2% | 2026-Q2 |
| UBS Group AG trimmed | 7,889 | $482K | 0.2% | 2026-Q2 |
| Redhawk Wealth Advisors, Inc. trimmed | 6,547 | $400K | 0.1% | 2026-Q2 |
| HOWARD BAILEY SECURITIES, LLC trimmed | 6,042 | $369K | 0.1% | 2026-Q2 |
| Optivise Advisory Services LLC | 6,020 | $368K | 0.1% | 2026-Q2 |
| Kelman-Lazarov, Inc. | 6,004 | $367K | 0.1% | 2026-Q2 |
| Atria Investments, Inc trimmed | 5,490 | $335K | 0.1% | 2026-Q2 |
| J HAGAN CAPITAL, INC. added | 5,137 | $314K | 0.1% | 2026-Q2 |
| CreativeOne Wealth, LLC added | 4,967 | $303K | 0.1% | 2026-Q2 |
| Prospera Financial Services Inc trimmed | 4,924 | $301K | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 4,464 | $273K | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP trimmed | 4,457 | $272K | 0.1% | 2026-Q2 |
| Corient Private Wealth LP new | 4,404 | $269K | 0.1% | 2026-Q2 |
| Noble Wealth Management PBC added | 4,115 | $251K | 0.1% | 2026-Q2 |
| Regatta Research & Money Management new | 4,107 | $251K | 0.1% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. trimmed | 3,938 | $241K | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 3,892 | $238K | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 3,581 | $219K | 0.1% | 2026-Q2 |
| Team Financial Group, LLC added | 3,512 | $215K | 0.1% | 2026-Q2 |
| Geneos Wealth Management Inc. trimmed | 3,445 | $210K | 0.1% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 3,261 | $199K | 0.1% | 2026-Q2 |
| AE Wealth Management LLC added | 2,867 | $175K | 0.1% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2,102 | $129K | 0.0% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC new | 1,222 | $75K | 0.0% | 2026-Q2 |
| TOUNJIAN ADVISORY PARTNERS, LLC new | 1,171 | $72K | 0.0% | 2026-Q2 |
| Caitlin John, LLC | 1,000 | $61K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN new | 921 | $56K | 0.0% | 2026-Q2 |
| SIMPLEX TRADING, LLC added | 396 | $24K | 0.0% | 2026-Q2 |
| Triumph Capital Management | 328 | $20K | 0.0% | 2026-Q2 |
| Allworth Financial LP new | 300 | $18K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc added | 287 | $18K | 0.0% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec | 181 | $11K | 0.0% | 2026-Q2 |
| SIGNATUREFD, LLC | 125 | $8K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 104 | $6K | 0.0% | 2026-Q2 |
| US BANCORP \DE\ | 75 | $5K | 0.0% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL | 10 | $611 | 0.0% | 2026-Q2 |
| Focus Partners Wealth trimmed | 214,176 | $13M | 4.7% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC added | 212,688 | $13M | 4.7% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. trimmed | 58,376 | $4M | 1.3% | 2026-Q1 stale (1 quarter behind) |
| HRT FINANCIAL LP added | 32,456 | $2M | 0.7% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC added | 26,504 | $2M | 0.6% | 2026-Q1 stale (1 quarter behind) |
| AQR CAPITAL MANAGEMENT LLC new | 6,575 | $414K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| CITADEL ADVISORS LLC trimmed | 5,930 | $373K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| HANTZ FINANCIAL SERVICES, INC. trimmed | 2,648 | $167K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| CENTRAL TRUST Co new | 993 | $62K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| My Portfolio Guide, LLC new | 12 | $755 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| VICUS CAPITAL trimmed | 54,369 | $3M | 1.2% | 2025-Q4 stale (2 quarters behind) |
| BANK OF AMERICA CORP /DE/ added | 20,160 | $1M | 0.4% | 2025-Q4 stale (2 quarters behind) |
| ROYAL BANK OF CANADA trimmed | 13,547 | $835K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| Avion Wealth added | 7,708 | $474K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Cerity Partners LLC new | 5,390 | $332K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| FMR LLC added | 8 | $493 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new | 4,278 | $254K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| CHURCHILL MANAGEMENT Corp new | 218,257 | $10M | 3.6% | 2025-Q2 stale (4 quarters behind) |
| COMMONWEALTH EQUITY SERVICES, LLC added | 74,715 | $4M | 1.2% | 2025-Q2 stale (4 quarters behind) |
| Oregon Pacific Wealth Management, LLC trimmed | 23,296 | $1M | 0.4% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.