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Institutional Ownership · SEC Form 13F

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.

337
Institutional holders
112M
Shares held (tracked funds)

How tracked funds are positioned

167 tracked funds added shares of GSIE or opened a position while 123 sold shares or exited between 2026-Q1 and 2026-Q2 — the funds were divided. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

Adds and trims are measured by share count, adjusted for stock splits; the dollar figure beside a change is the value of the shares added or sold at the newer filing's price, shown for context only. 24 funds had no complete filing on file for 2026-Q1 or 2026-Q2: no 13F stored, a filing under a fifth the size of the quarter beside it (usually an amendment stored on its own, sometimes a fund that sold most of its holdings), or a first 13F, as when a book moves to a new CIK. They are left out of the new buyers, exits and changes.

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 0.4% of theirs — a 0.2pp 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 335 tracked filers holding GSIE, 167 increased or opened the position and 123 reduced or closed it, by share count adjusted for splits; 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.

Adds and trims are measured by share count, adjusted for stock splits; the dollar figure beside a change is the value of the shares added or sold at the newer filing's price, shown for context only. 24 funds had no complete filing on file for 2026-Q1 or 2026-Q2: no 13F stored, a filing under a fifth the size of the quarter beside it (usually an amendment stored on its own, sometimes a fund that sold most of its holdings), or a first 13F, as when a book moves to a new CIK. They are left out of the new buyers, exits and changes.

New buyers 36

  • NewEdge Advisors, LLC$9M
  • Bleakley Financial Group, LLC$6M
  • B. Riley Wealth Advisors, Inc.$789K
  • AMERIPRISE FINANCIAL INC$753K
  • Portfolio Resources Advisor Group, Inc.$675K
  • SteelPeak Wealth, LLC$644K

Full exits 21

  • LeClair Wealth Partners LLC$7M
  • Arkadios Wealth Advisors$488K
  • Elevation Advisory Partners LLC$460K
  • True Link Financial Advisors, LLC$376K
  • SCOTIA CAPITAL INC.$353K
  • Pinnacle Financial Partners, Inc.$283K

Largest adds

  • ENVESTNET ASSET MANAGEMENT INC$79M
  • EP Wealth Advisors, LLC$47M
  • Cerity Partners LLC$31M
  • Annex Advisory Services, LLC$28M
  • LPL Financial LLC$27M
  • WELLS FARGO & COMPANY/MN$21M

Largest trims

  • Hennion & Walsh Asset Management, Inc.$34M
  • Corient Private Wealth LP$31M
  • Insight Wealth Strategies, LLC$27M
  • GFG Capital, LLC$21M
  • Bank of New York Mellon Corp$15M
  • Mariner, LLC$6M

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.

FundSharesReported value% of valueQuarter
WELLS FARGO & COMPANY/MN added23,100,548$1.1B21.4%2026-Q2
LPL Financial LLC added6,479,772$296M6.0%2026-Q2
Annex Advisory Services, LLC added6,186,859$283M5.7%2026-Q2
ENVESTNET ASSET MANAGEMENT INC added5,892,976$269M5.5%2026-Q2
VANTAGEPOINT INVESTMENT ADVISERS LLC added5,472,758$250M5.1%2026-Q2
SigFig Wealth Management, LLC added4,972,665$227M4.6%2026-Q2
BANK OF AMERICA CORP /DE/ trimmed4,359,985$199M4.0%2026-Q2
MORGAN STANLEY added3,430,266$157M3.2%2026-Q2
HB Wealth Management, LLC added2,594,781$119M2.4%2026-Q2
Cetera Investment Advisers added2,224,902$102M2.1%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC added2,113,048$97M2.0%2026-Q2
Cerity Partners LLC added1,953,987$89M1.8%2026-Q2
GOLDMAN SACHS GROUP INC added1,761,338$80M1.6%2026-Q2
Financial Management Professionals, Inc. added1,412,055$65M1.3%2026-Q2
CAPTRUST FINANCIAL ADVISORS added1,399,236$64M1.3%2026-Q2
PRINCIPAL SECURITIES, INC. added1,266,757$58M1.2%2026-Q2
UNITED CAPITAL FINANCIAL ADVISORS, LLC added1,231,419$56M1.1%2026-Q2
EP Wealth Advisors, LLC added1,088,067$50M1.0%2026-Q2
RAYMOND JAMES FINANCIAL INC added1,085,058$50M1.0%2026-Q2
High Probability Advisors, LLC added1,063,683$49M1.0%2026-Q2
FIRST FOUNDATION ADVISORS trimmed1,018,994$47M0.9%2026-Q2
UBS Group AG trimmed1,013,286$46M0.9%2026-Q2
OneDigital Investment Advisors LLC trimmed1,001,766$46M0.9%2026-Q2
ROYAL BANK OF CANADA trimmed917,704$42M0.8%2026-Q2
Strategic Financial Services, Inc. trimmed869,334$40M0.8%2026-Q2
Brio Consultants, LLC added869,104$40M0.8%2026-Q2
Envestnet Portfolio Solutions, Inc. added800,098$37M0.7%2026-Q2
Lebenthal Global Advisors, LLC added794,660$36M0.7%2026-Q2
AMERICAN NATIONAL BANK & TRUST added770,380$35M0.7%2026-Q2
STRAIGHTLINE GROUP LLC added757,298$35M0.7%2026-Q2
JANE STREET GROUP, LLC added741,552$34M0.7%2026-Q2
SILVER OAK WEALTH ADVISORS SERVICES, LLC trimmed705,471$32M0.7%2026-Q2
IAG Wealth Partners, LLC added701,237$32M0.6%2026-Q2
Sanctuary Advisors, LLC trimmed665,408$30M0.6%2026-Q2
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed622,017$28M0.6%2026-Q2
LexAurum Advisors, LLC trimmed590,479$27M0.5%2026-Q2
AQR CAPITAL MANAGEMENT LLC added551,936$25M0.5%2026-Q2
Trail Ridge Investment Advisors, LLC added548,908$25M0.5%2026-Q2
Hixon Zuercher, LLC added526,508$24M0.5%2026-Q2
Asset Advisors Investment Management, LLC trimmed505,390$23M0.5%2026-Q2
CoreCap Advisors, LLC added503,940$23M0.5%2026-Q2
AlphaCore Capital LLC trimmed491,001$22M0.5%2026-Q2
Ledyard National Bank trimmed486,622$22M0.5%2026-Q2
Paul R. Ried Financial Group, LLC added484,829$22M0.4%2026-Q2
Kelman-Lazarov, Inc. trimmed449,338$21M0.4%2026-Q2
Baker Ellis Asset Management LLC added424,635$19M0.4%2026-Q2
Integrated Wealth Concepts LLC added372,159$17M0.3%2026-Q2
Pallas Capital Advisors LLC added360,916$16M0.3%2026-Q2
MANNING & NAPIER ADVISORS LLC added345,859$16M0.3%2026-Q2
Bank of New York Mellon Corp trimmed345,516$16M0.3%2026-Q2
Rockefeller Capital Management L.P. added335,389$15M0.3%2026-Q2
GFG Capital, LLC trimmed326,323$15M0.3%2026-Q2
Horizon Family Wealth, Inc. added320,611$15M0.3%2026-Q2
Mengis Capital Management, Inc. added309,091$14M0.3%2026-Q2
JPMORGAN CHASE & CO trimmed303,022$14M0.3%2026-Q2
Bridgewealth Advisory Group, LLC added291,728$13M0.3%2026-Q2
CAPITAL FINANCIAL GROUP INC\CO\ /ADV trimmed290,883$13M0.3%2026-Q2
Hennion & Walsh Asset Management, Inc. trimmed286,713$13M0.3%2026-Q2
OSAIC HOLDINGS, INC. added282,691$13M0.3%2026-Q2
Kings Path Partners LLC added281,286$13M0.3%2026-Q2
Great Point Wealth Advisors, LLC trimmed275,946$13M0.3%2026-Q2
Kera Capital Partners, Inc. added266,966$12M0.2%2026-Q2
1900 WEALTH MANAGEMENT LLC trimmed263,198$12M0.2%2026-Q2
Kestra Advisory Services, LLC added257,523$12M0.2%2026-Q2
FCA CORP /TX added256,458$12M0.2%2026-Q2
ATWOOD & PALMER INC trimmed255,696$12M0.2%2026-Q2
Gladstone Institutional Advisory LLC added252,089$12M0.2%2026-Q2
Corient Private Wealth LP trimmed243,513$11M0.2%2026-Q2
Keebeck Wealth Management added242,985$11M0.2%2026-Q2
Vawter Financial, Ltd. added230,370$11M0.2%2026-Q2
EverSource Wealth Advisors, LLC added230,319$11M0.2%2026-Q2
Wealthcare Advisory Partners LLC added223,449$10M0.2%2026-Q2
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added198,572$9M0.2%2026-Q2
NewEdge Advisors, LLC new197,760$9M0.2%2026-Q2
Jeter Robert S II added181,174$8M0.2%2026-Q2
Newman Dignan & Sheerar, Inc. added177,814$8M0.2%2026-Q2
JONES FINANCIAL COMPANIES LLLP added176,505$8M0.2%2026-Q2
Arax Advisory Partners added168,494$8M0.2%2026-Q2
Baird Financial Group, Inc. trimmed166,636$8M0.2%2026-Q2
Blue Water Asset Management added165,031$8M0.2%2026-Q2
IFP Advisors, Inc added158,811$7M0.1%2026-Q2
Rothschild Wealth LLC trimmed158,092$7M0.1%2026-Q2
Quantinno Capital Management LP added150,547$7M0.1%2026-Q2
MERCER GLOBAL ADVISORS INC /ADV trimmed139,649$6M0.1%2026-Q2
IFC Advisors LLC134,265$6M0.1%2026-Q2
Winthrop Advisory Group LLC added132,762$6M0.1%2026-Q2
Bleakley Financial Group, LLC new131,079$6M0.1%2026-Q2
CFO4Life Group, LLC trimmed130,080$6M0.1%2026-Q2
GeoWealth Management, LLC added129,617$6M0.1%2026-Q2
Creative Planning added128,707$6M0.1%2026-Q2
Orion Porfolio Solutions, LLC added105,492$5M0.1%2026-Q2
Equitable Holdings, Inc. added105,409$5M0.1%2026-Q2
DRIVE WEALTH MANAGEMENT, LLC trimmed98,265$4M0.1%2026-Q2
COZAD ASSET MANAGEMENT INC trimmed93,342$4M0.1%2026-Q2
Prudent Man Advisors, LLC added92,800$4M0.1%2026-Q2
SageView Advisory Group, LLC added89,731$4M0.1%2026-Q2
Retirement Planning Group, LLC trimmed85,596$4M0.1%2026-Q2
LifePlan Investment Advisors, Inc. added84,703$4M0.1%2026-Q2
Vestmark Advisory Solutions, Inc. added83,262$4M0.1%2026-Q2
STIFEL FINANCIAL CORP added81,730$4M0.1%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.

HoldersTotal shares

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.

Learn how to read institutional ownership