Who owns GSEP
Which tracked institutional funds hold GSEP, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See GSEP company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 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
13 tracked funds added or opened GSEP while 18 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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
GSEP’s largest tracked holder by dollar value, AE Wealth Management LLC, sizes it at 0.3% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in GSEP 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 2025-Q4 and 2026-Q1, across 119 tracked filers holding GSEP, 35 increased or opened the position and 74 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 GSEP between the 2025-Q4 and 2026-Q1 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 6
- POM Investment Strategies, LLC$9M
- NEW WAVE WEALTH ADVISORS LLC$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$772K
- Concurrent Investment Advisors, LLC$627K
- Keystone Wealth Services, LLC$627K
- Elevated Capital Advisors, LLC$578K
Full exits 6
- Stratos Wealth Advisors, LLC$4M
- Schulz Wealth, LTD.$4M
- ORG Partners LLC$2M
- Advisory Services Network, LLC$2M
- Avantra Family Wealth, Inc.$1M
- Strategic Blueprint, LLC$666K
Largest adds
- OLD MISSION CAPITAL LLC$826K
- LPL Financial LLC$699K
- Kestra Advisory Services, LLC$466K
- Wood Tarver Financial Group, LLC$425K
- Integrated Wealth Management$298K
- HARBOUR INVESTMENTS, INC.$293K
Largest trims
- MAI Capital Management$6M
- Lloyd Advisory Services, LLC.$5M
- Outlook Wealth Advisors, LLC$5M
- COMMONWEALTH EQUITY SERVICES, LLC$3M
- Americana Partners, LLC$3M
- OSAIC HOLDINGS, INC.$3M
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 |
|---|---|---|---|---|
| AE Wealth Management LLC trimmed | 1,598,419 | $61M | 20.8% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 706,385 | $27M | 9.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 460,685 | $18M | 6.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 326,707 | $12M | 4.3% | 2026-Q1 |
| MAI Capital Management trimmed | 295,751 | $11M | 3.9% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 293,761 | $11M | 3.8% | 2026-Q1 |
| POM Investment Strategies, LLC new | 234,124 | $9M | 3.1% | 2026-Q1 |
| Cetera Investment Advisers added | 217,632 | $8M | 2.8% | 2026-Q1 |
| Wellment Financial trimmed | 191,928 | $7M | 2.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 168,653 | $6M | 2.2% | 2026-Q1 |
| First International Bank of Israel Ltd. | 144,500 | $6M | 1.9% | 2026-Q1 |
| Wood Tarver Financial Group, LLC added | 140,961 | $5M | 1.8% | 2026-Q1 |
| Outlook Wealth Advisors, LLC trimmed | 135,262 | $5M | 1.8% | 2026-Q1 |
| US BANCORP \DE\ trimmed | 128,514 | $5M | 1.7% | 2026-Q1 |
| LPL Financial LLC added | 120,152 | $5M | 1.6% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 116,353 | $4M | 1.5% | 2026-Q1 |
| HBW ADVISORY SERVICES LLC trimmed | 102,244 | $4M | 1.3% | 2026-Q1 |
| Americana Partners, LLC trimmed | 89,395 | $3M | 1.2% | 2026-Q1 |
| Networth Advisors, LLC trimmed | 71,568 | $3M | 0.9% | 2026-Q1 |
| Integrated Wealth Management added | 62,840 | $2M | 0.8% | 2026-Q1 |
| Sunbelt Securities, Inc. trimmed | 62,517 | $2M | 0.8% | 2026-Q1 |
| CITY HOLDING CO trimmed | 54,295 | $2M | 0.7% | 2026-Q1 |
| SMART Wealth LLC added | 52,815 | $2M | 0.7% | 2026-Q1 |
| FSA Advisors, Inc. added | 51,190 | $2M | 0.7% | 2026-Q1 |
| KRAEMATON INVESTMENT ADVISORS, INC trimmed | 49,622 | $2M | 0.6% | 2026-Q1 |
| Archer Investment Corp trimmed | 48,024 | $2M | 0.6% | 2026-Q1 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 45,942 | $2M | 0.6% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 46,164 | $2M | 0.6% | 2026-Q1 |
| NEW WAVE WEALTH ADVISORS LLC new | 44,171 | $2M | 0.6% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 32,140 | $1M | 0.4% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 30,665 | $1M | 0.4% | 2026-Q1 |
| Kovack Advisors, Inc. trimmed | 30,380 | $1M | 0.4% | 2026-Q1 |
| FWG Investments, LLC. added | 27,709 | $1M | 0.4% | 2026-Q1 |
| Blackston Financial Advisory Group, LLC added | 27,011 | $1M | 0.4% | 2026-Q1 |
| Csenge Advisory Group added | 25,199 | $960K | 0.3% | 2026-Q1 |
| CreativeOne Wealth, LLC trimmed | 25,132 | $958K | 0.3% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 24,852 | $947K | 0.3% | 2026-Q1 |
| Prospera Financial Services Inc trimmed | 24,821 | $946K | 0.3% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 24,627 | $939K | 0.3% | 2026-Q1 |
| UPTICK PARTNERS, LLC trimmed | 23,972 | $914K | 0.3% | 2026-Q1 |
| NorthCrest Asset Manangement, LLC trimmed | 23,112 | $884K | 0.3% | 2026-Q1 |
| First Heartland Consultants, Inc. trimmed | 20,710 | $789K | 0.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 20,257 | $772K | 0.3% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 20,257 | $772K | 0.3% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 18,550 | $707K | 0.2% | 2026-Q1 |
| Concurrent Investment Advisors, LLC new | 16,460 | $627K | 0.2% | 2026-Q1 |
| Keystone Wealth Services, LLC added | 16,449 | $627K | 0.2% | 2026-Q1 |
| American Alpha Advisors, LLC added | 15,815 | $603K | 0.2% | 2026-Q1 |
| Diligent Investors, LLC | 15,200 | $579K | 0.2% | 2026-Q1 |
| REAP Financial Group, LLC trimmed | 15,192 | $579K | 0.2% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 15,178 | $578K | 0.2% | 2026-Q1 |
| Elevated Capital Advisors, LLC new | 15,154 | $578K | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 14,960 | $570K | 0.2% | 2026-Q1 |
| Waverly Advisors, LLC trimmed | 14,850 | $566K | 0.2% | 2026-Q1 |
| NWF Advisory Services Inc. added | 14,400 | $549K | 0.2% | 2026-Q1 |
| HOWARD BAILEY SECURITIES, LLC trimmed | 14,112 | $538K | 0.2% | 2026-Q1 |
| Mutual Advisors, LLC | 13,852 | $528K | 0.2% | 2026-Q1 |
| Snowden Capital Advisors LLC added | 13,717 | $523K | 0.2% | 2026-Q1 |
| Quest 10 Wealth Builders, Inc. trimmed | 13,413 | $511K | 0.2% | 2026-Q1 |
| LifeWealth Investments, LLC trimmed | 13,262 | $505K | 0.2% | 2026-Q1 |
| Gallagher Fiduciary Advisors, LLC trimmed | 12,783 | $487K | 0.2% | 2026-Q1 |
| Tanglewood Legacy Advisors, LLC | 11,373 | $433K | 0.1% | 2026-Q1 |
| Grantvest Financial Group LLC trimmed | 10,975 | $418K | 0.1% | 2026-Q1 |
| MGO ONE SEVEN LLC trimmed | 10,779 | $411K | 0.1% | 2026-Q1 |
| DHJJ Financial Advisors, Ltd. | 10,625 | $405K | 0.1% | 2026-Q1 |
| NBC SECURITIES, INC. | 10,607 | $404K | 0.1% | 2026-Q1 |
| CoreCap Advisors, LLC added | 10,577 | $403K | 0.1% | 2026-Q1 |
| Kinloch Capital, LLC | 10,086 | $384K | 0.1% | 2026-Q1 |
| Arkadios Wealth Advisors trimmed | 9,647 | $368K | 0.1% | 2026-Q1 |
| Arax Advisory Partners new | 9,278 | $354K | 0.1% | 2026-Q1 |
| Advyzon Investment Management, LLC trimmed | 9,056 | $345K | 0.1% | 2026-Q1 |
| Clear Creek Financial Management, LLC new | 9,030 | $344K | 0.1% | 2026-Q1 |
| FSB PREMIER WEALTH MANAGEMENT, INC. trimmed | 8,741 | $333K | 0.1% | 2026-Q1 |
| Noble Wealth Management PBC trimmed | 8,720 | $332K | 0.1% | 2026-Q1 |
| Integrity Financial Corp /WA trimmed | 8,553 | $326K | 0.1% | 2026-Q1 |
| Synergy Asset Management, LLC trimmed | 8,533 | $325K | 0.1% | 2026-Q1 |
| Savvy Advisors, Inc. | 7,962 | $303K | 0.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 7,724 | $294K | 0.1% | 2026-Q1 |
| BFI Wealth Solutions, LLC trimmed | 7,395 | $283K | 0.1% | 2026-Q1 |
| STEPHENS INC /AR/ | 7,365 | $281K | 0.1% | 2026-Q1 |
| Merit Financial Group, LLC trimmed | 7,116 | $271K | 0.1% | 2026-Q1 |
| Atria Investments, Inc added | 150,783 | $6M | 2.0% | 2025-Q3 stale |
| BAM Wealth Management, LLC new | 112,686 | $4M | 1.5% | 2025-Q3 stale |
| Stratos Wealth Advisors, LLC trimmed | 110,591 | $4M | 1.5% | 2025-Q4 stale |
| Schulz Wealth, LTD. trimmed | 96,780 | $4M | 1.3% | 2025-Q4 stale |
| ORG Partners LLC added | 58,263 | $2M | 0.8% | 2025-Q4 stale |
| Advisory Services Network, LLC added | 53,696 | $2M | 0.7% | 2025-Q4 stale |
| JANE STREET GROUP, LLC added | 36,149 | $1M | 0.5% | 2025-Q3 stale |
| Avantra Family Wealth, Inc. new | 29,671 | $1M | 0.4% | 2025-Q4 stale |
| VestGen Investment Management new | 17,741 | $676K | 0.2% | 2025-Q3 stale |
| Strategic Blueprint, LLC new | 17,179 | $666K | 0.2% | 2025-Q4 stale |
| BRASS TAX WEALTH MANAGEMENT, INC trimmed | 15,960 | $608K | 0.2% | 2025-Q3 stale |
| WORLD EQUITY GROUP, INC. new | 14,103 | $537K | 0.2% | 2025-Q3 stale |
| Brookstone Capital Management new | 13,041 | $497K | 0.2% | 2025-Q3 stale |
| HRT FINANCIAL LP added | 12,720 | $492K | 0.2% | 2025-Q4 stale |
| IMC-Chicago, LLC new | 11,206 | $434K | 0.1% | 2025-Q4 stale |
| GRIES FINANCIAL LLC | 9,673 | $368K | 0.1% | 2025-Q3 stale |
| Envestnet Portfolio Solutions, Inc. added | 9,507 | $362K | 0.1% | 2025-Q3 stale |
| B. Riley Wealth Advisors, Inc. | 9,000 | $349K | 0.1% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. trimmed | 7,189 | $264K | 0.1% | 2025-Q2 stale |
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.