Who owns GSIMX (GSIMX)
Which tracked institutional funds hold GSIMX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See GSIMX company fundamentals →
Ownership as of the 2026-Q1 13F filings. 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
2 tracked funds added or opened GSIMX while 1 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
GSIMX’s largest tracked holder by dollar value, Fulton Bank, N.A., sizes it at 3.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 3.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in GSIMX 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 7 tracked filers holding GSIMX, 3 increased or opened the position and 4 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 GSIMX 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 1
- Ethos Financial Group, LLC$1M
Largest adds
- CONNORS INVESTOR SERVICES INC$916K
Largest trims
- Fulton Bank, N.A.$2M
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 |
|---|---|---|---|---|
| Fulton Bank, N.A. trimmed | 3,792,204 | $89M | 84.2% | 2026-Q1 |
| CONNORS INVESTOR SERVICES INC added | 511,646 | $12M | 11.4% | 2026-Q1 |
| Ethos Financial Group, LLC added | 45,247 | $1M | 1.0% | 2026-Q1 |
| L & S Advisors Inc trimmed | 42,999 | $1M | 1.0% | 2026-Q1 |
| Kohmann Bosshard Financial Services, LLC | 9,771 | $230K | 0.2% | 2026-Q1 |
| Westside Investment Management, Inc. added | 4,888 | $116K | 0.1% | 2026-Q1 |
| Financial Gravity Asset Management, Inc. trimmed | 428 | $10K | 0.0% | 2026-Q1 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP new | 75,099 | $2M | 1.5% | 2025-Q1 stale |
| Meadowbrook Wealth Management, LLC new | 21,706 | $494K | 0.5% | 2025-Q3 stale |
| Brooklyn Investment Group added | 2,871 | $65K | 0.1% | 2025-Q2 stale |
| Financial Gravity Companies, Inc. new | 2,470 | $56K | 0.1% | 2025-Q2 stale |
| Hurley Capital, LLC | 623 | $14K | 0.0% | 2025-Q3 stale |
| Garton & Associates Financial Advisors LLC new | 375 | $8K | 0.0% | 2025-Q4 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.