Who owns GSEW
Which tracked institutional funds hold GSEW, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See GSEW company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 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
The tracked-fund tape on GSEW is one-sided between 2026-Q1 and 2026-Q2: 72 added or opened and 20 trimmed or exited — on balance accumulating.
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
GSEW’s largest tracked holder by dollar value, Integrated Wealth Concepts LLC, sizes it at 1.2% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 1.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in GSEW 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 176 tracked filers holding GSEW, 96 increased or opened the position and 84 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 GSEW 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 8
- Oak Barrel Wealth Advisory LLC$8M
- Private Advisor Group, LLC$4M
- MISSION WEALTH MANAGEMENT, LP$4M
- ABSOLUTE CAPITAL MANAGEMENT, LLC$3M
- Savant Capital, LLC$2M
- J.W. COLE ADVISORS, INC.$2M
Full exits 13
- CKW FINANCIAL GROUP$41M
- Clear Harbor Asset Management, LLC$4M
- Cambridge Investment Research Advisors, Inc.$3M
- Janney Montgomery Scott LLC$3M
- VALICENTI ADVISORY SERVICES INC$3M
- Mariner, LLC$3M
Largest adds
- Integrated Wealth Concepts LLC$70M
- AMERIPRISE FINANCIAL INC$30M
- Sanctuary Advisors, LLC$23M
- LPL Financial LLC$16M
- MORGAN STANLEY$12M
- RAYMOND JAMES FINANCIAL INC$10M
Largest trims
- BANK OF AMERICA CORP /DE/$19M
- Rockefeller Capital Management L.P.$5M
- Advisors Preferred, LLC$2M
- JPMORGAN CHASE & CO$1M
- CIBC Bancorp USA Inc.$1M
- &PARTNERS$711K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Integrated Wealth Concepts LLC added | 1,817,402 | $172M | 14.0% | 2026-Q2 |
| Members Trust Co trimmed | 1,072,960 | $101M | 8.3% | 2026-Q2 |
| MORGAN STANLEY added | 897,742 | $85M | 6.9% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 684,007 | $65M | 5.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 672,889 | $64M | 5.2% | 2026-Q2 |
| Aptus Capital Advisors, LLC added | 561,188 | $53M | 4.3% | 2026-Q2 |
| LPL Financial LLC added | 523,041 | $49M | 4.0% | 2026-Q2 |
| Great Lakes Retirement, Inc. added | 430,220 | $41M | 3.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 411,694 | $39M | 3.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 363,366 | $34M | 2.8% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 313,613 | $30M | 2.4% | 2026-Q2 |
| GUARDIAN WEALTH ADVISORS, LLC / NC added | 305,636 | $29M | 2.4% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 254,095 | $24M | 2.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 236,489 | $22M | 1.8% | 2026-Q2 |
| IFP Advisors, Inc added | 225,517 | $21M | 1.7% | 2026-Q2 |
| OneDigital Investment Advisors LLC trimmed | 212,183 | $20M | 1.6% | 2026-Q2 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC added | 195,825 | $18M | 1.5% | 2026-Q2 |
| Horizon Investments, LLC added | 164,238 | $16M | 1.3% | 2026-Q2 |
| CoreCap Advisors, LLC added | 155,012 | $15M | 1.2% | 2026-Q2 |
| QUEST INVESTMENT MANAGEMENT LLC trimmed | 145,523 | $14M | 1.1% | 2026-Q2 |
| UBS Group AG added | 132,189 | $12M | 1.0% | 2026-Q2 |
| Lineweaver Wealth Advisors, LLC added | 126,937 | $12M | 1.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 118,491 | $11M | 0.9% | 2026-Q2 |
| Cerity Partners LLC trimmed | 103,614 | $10M | 0.8% | 2026-Q2 |
| Kilter Group LLC trimmed | 100,593 | $9M | 0.8% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. trimmed | 99,520 | $9M | 0.8% | 2026-Q2 |
| Perigon Wealth Management, LLC added | 98,211 | $9M | 0.8% | 2026-Q2 |
| MTC Wealth Management LLC trimmed | 97,732 | $9M | 0.8% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 91,808 | $9M | 0.7% | 2026-Q2 |
| Oak Barrel Wealth Advisory LLC new | 86,937 | $8M | 0.7% | 2026-Q2 |
| Sierra Capital LLC trimmed | 85,137 | $8M | 0.7% | 2026-Q2 |
| Creative Planning trimmed | 83,924 | $8M | 0.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 83,054 | $8M | 0.6% | 2026-Q2 |
| AlphaCore Capital LLC trimmed | 73,837 | $7M | 0.6% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 70,918 | $7M | 0.6% | 2026-Q2 |
| WESCAP Management Group, Inc. trimmed | 69,669 | $7M | 0.5% | 2026-Q2 |
| CROBAN added | 68,719 | $6M | 0.5% | 2026-Q2 |
| PARSONS CAPITAL MANAGEMENT INC/RI added | 68,506 | $6M | 0.5% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 66,165 | $6M | 0.5% | 2026-Q2 |
| Advisors Preferred, LLC trimmed | 66,000 | $6M | 0.5% | 2026-Q2 |
| Dorsey & Whitney Trust CO LLC | 58,995 | $6M | 0.5% | 2026-Q2 |
| Wealthcare Advisory Partners LLC trimmed | 58,799 | $6M | 0.5% | 2026-Q2 |
| Wilkins Miller Wealth Management, LLC trimmed | 58,410 | $6M | 0.5% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 56,310 | $5M | 0.4% | 2026-Q2 |
| First Interstate Bank trimmed | 54,987 | $5M | 0.4% | 2026-Q2 |
| Gladstone Institutional Advisory LLC added | 49,755 | $5M | 0.4% | 2026-Q2 |
| United Advisor Group, LLC added | 49,456 | $5M | 0.4% | 2026-Q2 |
| FIRST NATIONAL BANK OF OMAHA trimmed | 49,303 | $5M | 0.4% | 2026-Q2 |
| Kathmere Capital Management, LLC | 47,484 | $4M | 0.4% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 44,421 | $4M | 0.3% | 2026-Q2 |
| Private Advisor Group, LLC added | 40,342 | $4M | 0.3% | 2026-Q2 |
| MISSION WEALTH MANAGEMENT, LP new | 39,350 | $4M | 0.3% | 2026-Q2 |
| EP Wealth Advisors, LLC trimmed | 38,566 | $4M | 0.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 38,411 | $4M | 0.3% | 2026-Q2 |
| Fifth Third Securities, Inc. trimmed | 37,335 | $4M | 0.3% | 2026-Q2 |
| Miller Capital Partners, Inc. added | 33,321 | $3M | 0.3% | 2026-Q2 |
| Savvy Advisors, Inc. added | 32,639 | $3M | 0.3% | 2026-Q2 |
| Merit Financial Group, LLC trimmed | 31,196 | $3M | 0.2% | 2026-Q2 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC added | 31,061 | $3M | 0.2% | 2026-Q2 |
| Nautilus Advisors LLC added | 30,231 | $3M | 0.2% | 2026-Q2 |
| FLAGSHIP HARBOR ADVISORS, LLC trimmed | 29,555 | $3M | 0.2% | 2026-Q2 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC new | 27,700 | $3M | 0.2% | 2026-Q2 |
| HANSEATIC MANAGEMENT SERVICES INC trimmed | 25,814 | $2M | 0.2% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 25,247 | $2M | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 24,077 | $2M | 0.2% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC added | 23,447 | $2M | 0.2% | 2026-Q2 |
| &PARTNERS trimmed | 22,996 | $2M | 0.2% | 2026-Q2 |
| Noble Wealth Management PBC added | 22,587 | $2M | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 22,002 | $2M | 0.2% | 2026-Q2 |
| Savant Capital, LLC new | 21,574 | $2M | 0.2% | 2026-Q2 |
| Firestone Capital Management added | 21,203 | $2M | 0.2% | 2026-Q2 |
| STEPHENS INC /AR/ added | 20,767 | $2M | 0.2% | 2026-Q2 |
| Capital Advisors Wealth Management, LLC added | 20,750 | $2M | 0.2% | 2026-Q2 |
| Westshore Wealth, LLC added | 19,613 | $2M | 0.2% | 2026-Q2 |
| Virtue Capital Management, LLC added | 19,548 | $2M | 0.2% | 2026-Q2 |
| Cetera Investment Advisers added | 19,184 | $2M | 0.1% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 17,869 | $2M | 0.1% | 2026-Q2 |
| O'ROURKE & COMPANY, Inc added | 16,798 | $2M | 0.1% | 2026-Q2 |
| Security National Bank added | 16,021 | $2M | 0.1% | 2026-Q2 |
| Rosenberg Matthew Hamilton added | 15,641 | $1M | 0.1% | 2026-Q2 |
| Western Wealth Management, LLC added | 14,335 | $1M | 0.1% | 2026-Q2 |
| Advisory Services Network, LLC added | 13,609 | $1M | 0.1% | 2026-Q2 |
| PFG Investments, LLC trimmed | 12,503 | $1M | 0.1% | 2026-Q2 |
| CIBC Bancorp USA Inc. trimmed | 12,316 | $1M | 0.1% | 2026-Q2 |
| Mendel Money Management added | 12,169 | $1M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 11,990 | $1M | 0.1% | 2026-Q2 |
| Fort Point Capital Partners LLC trimmed | 11,838 | $1M | 0.1% | 2026-Q2 |
| Legacy Private Trust Co. trimmed | 11,079 | $1M | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 10,869 | $1M | 0.1% | 2026-Q2 |
| Princeton Global Asset Management LLC added | 10,542 | $995K | 0.1% | 2026-Q2 |
| EARNED WEALTH ADVISORS, LLC trimmed | 10,017 | $946K | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 8,809 | $832K | 0.1% | 2026-Q2 |
| Allie Family Office LLC | 8,747 | $826K | 0.1% | 2026-Q2 |
| Brand Asset Management Group, Inc. trimmed | 8,642 | $816K | 0.1% | 2026-Q2 |
| Paragon Capital Management LLC added | 8,492 | $802K | 0.1% | 2026-Q2 |
| Colter Lewis Investment Partners LLC added | 8,198 | $774K | 0.1% | 2026-Q2 |
| Corient Private Wealth LP added | 8,120 | $767K | 0.1% | 2026-Q2 |
| Barnett & Company, Inc. added | 7,945 | $750K | 0.1% | 2026-Q2 |
| Pflug Koory, LLC trimmed | 7,260 | $685K | 0.1% | 2026-Q2 |
| CVA Family Office, LLC added | 7,088 | $669K | 0.1% | 2026-Q2 |
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.