Who owns GSIE
Which tracked institutional funds hold GSIE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See GSIE company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-24). 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 GSIE is one-sided between 2026-Q1 and 2026-Q2: 107 added or opened and 36 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
GSIE’s largest tracked holder by dollar value, WELLS FARGO & COMPANY/MN, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.5% of theirs — a 0.3pp gap the other way — the median holder sizes GSIE more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in GSIE 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 337 tracked filers holding GSIE, 174 increased or opened the position and 140 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 GSIE 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
- NewEdge Advisors, LLC$9M
- Bleakley Financial Group, LLC$6M
- Global Retirement Partners, LLC$790K
- B. Riley Wealth Advisors, Inc.$789K
- AMERIPRISE FINANCIAL INC$753K
- Portfolio Resources Advisor Group, Inc.$675K
Full exits 15
- Betterment LLC$142M
- SkyView Investment Advisors, LLC$44M
- Thrivent Financial for Lutherans$27M
- HighTower Advisors, LLC$23M
- APPLETON PARTNERS INC/MA$19M
- CWM, LLC$17M
Largest adds
- ENVESTNET ASSET MANAGEMENT INC$89M
- WELLS FARGO & COMPANY/MN$79M
- EP Wealth Advisors, LLC$47M
- LPL Financial LLC$43M
- Annex Advisory Services, LLC$42M
- Cerity Partners LLC$34M
Largest trims
- Hennion & Walsh Asset Management, Inc.$32M
- Corient Private Wealth LP$29M
- Insight Wealth Strategies, LLC$25M
- GFG Capital, LLC$19M
- Bank of New York Mellon Corp$14M
- Mariner, LLC$5M
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 |
|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN added | 23,100,548 | $1.1B | 20.1% | 2026-Q2 |
| LPL Financial LLC added | 6,479,772 | $296M | 5.6% | 2026-Q2 |
| Annex Advisory Services, LLC added | 6,186,859 | $283M | 5.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 5,892,976 | $269M | 5.1% | 2026-Q2 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC added | 5,472,758 | $250M | 4.8% | 2026-Q2 |
| SigFig Wealth Management, LLC added | 4,972,665 | $227M | 4.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 4,359,985 | $199M | 3.8% | 2026-Q2 |
| MORGAN STANLEY added | 3,430,266 | $157M | 3.0% | 2026-Q2 |
| HB Wealth Management, LLC added | 2,594,781 | $119M | 2.3% | 2026-Q2 |
| Cetera Investment Advisers added | 2,224,902 | $102M | 1.9% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 2,113,048 | $97M | 1.8% | 2026-Q2 |
| Cerity Partners LLC added | 1,953,987 | $89M | 1.7% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 1,761,338 | $80M | 1.5% | 2026-Q2 |
| Financial Management Professionals, Inc. added | 1,412,055 | $65M | 1.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 1,399,236 | $64M | 1.2% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 1,266,757 | $58M | 1.1% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 1,231,419 | $56M | 1.1% | 2026-Q2 |
| EP Wealth Advisors, LLC added | 1,088,067 | $50M | 0.9% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,085,058 | $50M | 0.9% | 2026-Q2 |
| High Probability Advisors, LLC added | 1,063,683 | $49M | 0.9% | 2026-Q2 |
| FIRST FOUNDATION ADVISORS trimmed | 1,018,994 | $47M | 0.9% | 2026-Q2 |
| UBS Group AG trimmed | 1,013,286 | $46M | 0.9% | 2026-Q2 |
| OneDigital Investment Advisors LLC trimmed | 1,001,766 | $46M | 0.9% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 917,704 | $42M | 0.8% | 2026-Q2 |
| Strategic Financial Services, Inc. trimmed | 869,334 | $40M | 0.8% | 2026-Q2 |
| Brio Consultants, LLC added | 869,104 | $40M | 0.8% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 800,098 | $37M | 0.7% | 2026-Q2 |
| Lebenthal Global Advisors, LLC added | 794,660 | $36M | 0.7% | 2026-Q2 |
| AMERICAN NATIONAL BANK & TRUST added | 770,380 | $35M | 0.7% | 2026-Q2 |
| STRAIGHTLINE GROUP LLC added | 757,298 | $35M | 0.7% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 741,552 | $34M | 0.6% | 2026-Q2 |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC trimmed | 705,471 | $32M | 0.6% | 2026-Q2 |
| IAG Wealth Partners, LLC added | 701,237 | $32M | 0.6% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 665,408 | $30M | 0.6% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 622,017 | $28M | 0.5% | 2026-Q2 |
| LexAurum Advisors, LLC trimmed | 590,479 | $27M | 0.5% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 551,936 | $25M | 0.5% | 2026-Q2 |
| Trail Ridge Investment Advisors, LLC added | 548,908 | $25M | 0.5% | 2026-Q2 |
| Hixon Zuercher, LLC added | 526,508 | $24M | 0.5% | 2026-Q2 |
| Asset Advisors Investment Management, LLC trimmed | 505,390 | $23M | 0.4% | 2026-Q2 |
| CoreCap Advisors, LLC added | 503,940 | $23M | 0.4% | 2026-Q2 |
| AlphaCore Capital LLC trimmed | 491,001 | $22M | 0.4% | 2026-Q2 |
| Ledyard National Bank trimmed | 486,622 | $22M | 0.4% | 2026-Q2 |
| Paul R. Ried Financial Group, LLC added | 484,829 | $22M | 0.4% | 2026-Q2 |
| Kelman-Lazarov, Inc. trimmed | 449,338 | $21M | 0.4% | 2026-Q2 |
| Baker Ellis Asset Management LLC added | 424,635 | $19M | 0.4% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 372,159 | $17M | 0.3% | 2026-Q2 |
| Pallas Capital Advisors LLC added | 360,916 | $16M | 0.3% | 2026-Q2 |
| MANNING & NAPIER ADVISORS LLC added | 345,859 | $16M | 0.3% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 345,516 | $16M | 0.3% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 335,389 | $15M | 0.3% | 2026-Q2 |
| GFG Capital, LLC trimmed | 326,323 | $15M | 0.3% | 2026-Q2 |
| Horizon Family Wealth, Inc. added | 320,611 | $15M | 0.3% | 2026-Q2 |
| Mengis Capital Management, Inc. added | 309,091 | $14M | 0.3% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 303,022 | $14M | 0.3% | 2026-Q2 |
| Bridgewealth Advisory Group, LLC added | 291,728 | $13M | 0.3% | 2026-Q2 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV trimmed | 290,883 | $13M | 0.3% | 2026-Q2 |
| Hennion & Walsh Asset Management, Inc. trimmed | 286,713 | $13M | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 282,691 | $13M | 0.2% | 2026-Q2 |
| Kings Path Partners LLC added | 281,286 | $13M | 0.2% | 2026-Q2 |
| Great Point Wealth Advisors, LLC trimmed | 275,946 | $13M | 0.2% | 2026-Q2 |
| Kera Capital Partners, Inc. added | 266,966 | $12M | 0.2% | 2026-Q2 |
| 1900 WEALTH MANAGEMENT LLC trimmed | 263,198 | $12M | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 257,523 | $12M | 0.2% | 2026-Q2 |
| FCA CORP /TX added | 256,458 | $12M | 0.2% | 2026-Q2 |
| ATWOOD & PALMER INC trimmed | 255,696 | $12M | 0.2% | 2026-Q2 |
| Gladstone Institutional Advisory LLC added | 252,089 | $12M | 0.2% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 243,513 | $11M | 0.2% | 2026-Q2 |
| Keebeck Wealth Management added | 242,985 | $11M | 0.2% | 2026-Q2 |
| Vawter Financial, Ltd. added | 230,370 | $11M | 0.2% | 2026-Q2 |
| EverSource Wealth Advisors, LLC added | 230,319 | $11M | 0.2% | 2026-Q2 |
| Wealthcare Advisory Partners LLC added | 223,449 | $10M | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 198,572 | $9M | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC added | 197,760 | $9M | 0.2% | 2026-Q2 |
| Jeter Robert S II added | 181,174 | $8M | 0.2% | 2026-Q2 |
| Newman Dignan & Sheerar, Inc. added | 177,814 | $8M | 0.2% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 176,505 | $8M | 0.2% | 2026-Q2 |
| Arax Advisory Partners added | 168,494 | $8M | 0.1% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 166,636 | $8M | 0.1% | 2026-Q2 |
| Blue Water Asset Management added | 165,031 | $8M | 0.1% | 2026-Q2 |
| IFP Advisors, Inc added | 158,811 | $7M | 0.1% | 2026-Q2 |
| Rothschild Wealth LLC trimmed | 158,092 | $7M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 150,547 | $7M | 0.1% | 2026-Q2 |
| Betterment LLC added | 3,290,100 | $142M | 2.7% | 2026-Q1 stale |
| SkyView Investment Advisors, LLC added | 1,028,776 | $44M | 0.8% | 2026-Q1 stale |
| Thrivent Financial for Lutherans added | 621,072 | $27M | 0.5% | 2026-Q1 stale |
| Callan Capital, LLC trimmed | 700,347 | $25M | 0.5% | 2025-Q1 stale |
| HighTower Advisors, LLC added | 527,035 | $23M | 0.4% | 2026-Q1 stale |
| APPLETON PARTNERS INC/MA added | 446,210 | $19M | 0.4% | 2026-Q1 stale |
| CWM, LLC added | 383,019 | $17M | 0.3% | 2026-Q1 stale |
| White Pine Investment CO trimmed | 368,163 | $16M | 0.3% | 2026-Q1 stale |
| OLD MISSION CAPITAL LLC new | 380,186 | $16M | 0.3% | 2025-Q3 stale |
| Janney Montgomery Scott LLC added | 330,044 | $14M | 0.3% | 2026-Q1 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 264,253 | $11M | 0.2% | 2025-Q3 stale |
| CITADEL ADVISORS LLC added | 272,228 | $11M | 0.2% | 2025-Q2 stale |
| PALO ALTO WEALTH ADVISORS, LLC added | 239,540 | $10M | 0.2% | 2025-Q3 stale |
| Gilbert Capital Group, Inc. new | 224,005 | $9M | 0.2% | 2025-Q2 stale |
| FLOW TRADERS U.S. LLC new | 235,118 | $8M | 0.2% | 2025-Q1 stale |
| LeClair Wealth Partners LLC new | 162,905 | $7M | 0.1% | 2026-Q1 stale |
| Cambridge Investment Research Advisors, Inc. added | 160,066 | $7M | 0.1% | 2026-Q1 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.