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Institutional Ownership · SEC Form 13F

Who owns GSLC


Which tracked institutional funds hold GSLC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See GSLC 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.

620
Institutional holders
86M
Shares held (tracked funds)

How tracked funds are positioned

236 tracked funds added shares of GSLC or opened a position while 265 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. 42 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

GSLC’s largest tracked holder by dollar value, WELLS FARGO & COMPANY/MN, sizes it at 0.7% of its own reported 13F book, while the median holder sizes it at 0.8% of theirs — a 0.1pp gap the other way — the median holder sizes GSLC more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in GSLC 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 620 tracked filers holding GSLC, 236 increased or opened the position and 265 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 GSLC 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. 42 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 71

  • NewEdge Advisors, LLC$11M
  • GTS SECURITIES LLC$4M
  • Vestmark Advisory Solutions, Inc.$2M
  • J.W. COLE ADVISORS, INC.$2M
  • RENAISSANCE TECHNOLOGIES LLC$2M
  • Creative Capital Management Investments LLC$2M

Full exits 27

  • CITADEL ADVISORS LLC$2M
  • JANE STREET GROUP, LLC$1M
  • Independent Advisor Alliance$1M
  • Lebenthal Global Advisors, LLC$600K
  • Patriot Financial Group Insurance Agency, LLC$412K
  • LeClair Wealth Partners LLC$371K

Largest adds

  • ENVESTNET ASSET MANAGEMENT INC$71M
  • Worth Financial Advisory Group, LLC$16M
  • PRINCIPAL SECURITIES, INC.$11M
  • Bleakley Financial Group, LLC$8M
  • Envestnet Portfolio Solutions, Inc.$8M
  • HB Wealth Management, LLC$8M

Largest trims

  • WELLS FARGO & COMPANY/MN$92M
  • MORGAN STANLEY$76M
  • Penney Financial, LLC$67M
  • Hennion & Walsh Asset Management, Inc.$41M
  • Corient Private Wealth LP$34M
  • SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$25M

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 trimmed27,444,512$3.9B33.8%2026-Q2
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed6,988,089$992M8.6%2026-Q2
MORGAN STANLEY trimmed5,039,761$715M6.2%2026-Q2
LPL Financial LLC trimmed3,220,388$457M4.0%2026-Q2
ENVESTNET ASSET MANAGEMENT INC added3,182,271$452M3.9%2026-Q2
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC trimmed2,928,946$416M3.6%2026-Q2
BANK OF AMERICA CORP /DE/ trimmed2,730,596$387M3.4%2026-Q2
SigFig Wealth Management, LLC added1,998,523$282M2.4%2026-Q2
RiverFront Investment Group, LLC trimmed1,878,543$267M2.3%2026-Q2
GOLDMAN SACHS GROUP INC trimmed1,659,535$235M2.0%2026-Q2
HB Wealth Management, LLC added1,305,326$185M1.6%2026-Q2
RAYMOND JAMES FINANCIAL INC trimmed1,164,476$165M1.4%2026-Q2
Glenview Trust Co trimmed1,151,589$163M1.4%2026-Q2
Cetera Investment Advisers added1,025,009$145M1.3%2026-Q2
SFMG, LLC added870,472$124M1.1%2026-Q2
High Probability Advisors, LLC added827,017$117M1.0%2026-Q2
Financial Management Professionals, Inc. trimmed789,342$112M1.0%2026-Q2
Riverpoint Wealth Management Holdings, LLC added658,842$93M0.8%2026-Q2
OneDigital Investment Advisors LLC added649,813$92M0.8%2026-Q2
ROYAL BANK OF CANADA trimmed644,108$91M0.8%2026-Q2
Goldstein Advisors, LLC added621,939$88M0.8%2026-Q2
UBS Group AG added592,065$84M0.7%2026-Q2
Lifelong Wealth Advisors, Inc. trimmed544,027$77M0.7%2026-Q2
FIRST FOUNDATION ADVISORS trimmed446,025$63M0.5%2026-Q2
Orion Porfolio Solutions, LLC trimmed417,254$59M0.5%2026-Q2
JPMORGAN CHASE & CO added412,095$58M0.5%2026-Q2
DROMS STRAUSS ADVISORS INC /MO/ /ADV trimmed374,592$53M0.5%2026-Q2
LexAurum Advisors, LLC trimmed361,888$51M0.4%2026-Q2
Dynamic Advisor Solutions LLC added359,896$51M0.4%2026-Q2
PRINCIPAL SECURITIES, INC. added355,063$50M0.4%2026-Q2
RFG Advisory, LLC trimmed355,036$50M0.4%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC trimmed345,275$49M0.4%2026-Q2
Baird Financial Group, Inc. trimmed341,101$48M0.4%2026-Q2
Steward Partners Investment Advisory, LLC trimmed339,087$48M0.4%2026-Q2
AXXCESS WEALTH MANAGEMENT, LLC added323,965$46M0.4%2026-Q2
IAG Wealth Partners, LLC trimmed321,376$46M0.4%2026-Q2
AQR CAPITAL MANAGEMENT LLC added278,485$40M0.3%2026-Q2
Hennion & Walsh Asset Management, Inc. trimmed271,998$39M0.3%2026-Q2
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed269,897$39M0.3%2026-Q2
KINTRA WEALTH, LLC trimmed243,260$36M0.3%2026-Q2
Envestnet Portfolio Solutions, Inc. added240,491$34M0.3%2026-Q2
CAPTRUST FINANCIAL ADVISORS added234,058$33M0.3%2026-Q2
OSAIC HOLDINGS, INC. added226,679$32M0.3%2026-Q2
Cornerstone Advisory, LLC trimmed213,217$30M0.3%2026-Q2
1900 WEALTH MANAGEMENT LLC trimmed203,981$29M0.3%2026-Q2
&PARTNERS trimmed200,039$29M0.2%2026-Q2
Kelman-Lazarov, Inc. trimmed198,590$28M0.2%2026-Q2
MAI Capital Management added198,088$28M0.2%2026-Q2
Sanctuary Advisors, LLC trimmed197,268$28M0.2%2026-Q2
Kings Path Partners LLC added192,221$27M0.2%2026-Q2
VAUGHAN & Co SECURITIES, INC. trimmed185,552$26M0.2%2026-Q2
NorthStar Asset Management LLC /NJ/ added183,381$26M0.2%2026-Q2
Gladstone Institutional Advisory LLC added182,380$26M0.2%2026-Q2
Targeted Financial Services LLC trimmed179,772$26M0.2%2026-Q2
Centurion Wealth Management LLC trimmed173,502$25M0.2%2026-Q2
ARVEST INVESTMENTS, INC. added159,455$23M0.2%2026-Q2
Inscription Capital, LLC added147,874$21M0.2%2026-Q2
Retirement Planning Group, LLC trimmed145,366$21M0.2%2026-Q2
Focus Partners Wealth trimmed144,090$20M0.2%2026-Q2
ACIMA PRIVATE WEALTH, LLC added141,960$20M0.2%2026-Q2
GeoWealth Management, LLC added141,518$20M0.2%2026-Q2
Paul R. Ried Financial Group, LLC added138,880$20M0.2%2026-Q2
MERCER GLOBAL ADVISORS INC /ADV added138,195$20M0.2%2026-Q2
Rockefeller Capital Management L.P. added136,356$19M0.2%2026-Q2
CoreCap Advisors, LLC added134,659$19M0.2%2026-Q2
Allworth Financial LP trimmed133,601$19M0.2%2026-Q2
Gratus Wealth Advisors, LLC added129,721$18M0.2%2026-Q2
Nabity-Jensen Investment Management Inc trimmed117,869$17M0.1%2026-Q2
GFG Capital, LLC trimmed117,621$17M0.1%2026-Q2
AlphaCore Capital LLC trimmed114,956$16M0.1%2026-Q2
FMR LLC added113,690$16M0.1%2026-Q2
Worth Financial Advisory Group, LLC added113,602$16M0.1%2026-Q2
Canvas Wealth Advisors, LLC trimmed111,252$16M0.1%2026-Q2
Mariner, LLC trimmed107,216$15M0.1%2026-Q2
NOVARE CAPITAL MANAGEMENT LLC trimmed106,570$15M0.1%2026-Q2
XML Financial, LLC added104,365$15M0.1%2026-Q2
Family Manage LLC trimmed97,244$14M0.1%2026-Q2
Hixon Zuercher, LLC added96,746$14M0.1%2026-Q2
Strategic Financial Services, Inc. trimmed93,239$13M0.1%2026-Q2
COZAD ASSET MANAGEMENT INC trimmed87,794$12M0.1%2026-Q2
Creative Planning added85,173$12M0.1%2026-Q2
JONES FINANCIAL COMPANIES LLLP added83,754$12M0.1%2026-Q2
Regal Investment Advisors LLC added82,281$12M0.1%2026-Q2
LINCOLN CAPITAL CORP trimmed80,647$11M0.1%2026-Q2
NewEdge Advisors, LLC new79,874$11M0.1%2026-Q2
Nicholson Meyer Capital Management, Inc. trimmed79,652$11M0.1%2026-Q2
TRUIST FINANCIAL CORP trimmed78,394$11M0.1%2026-Q2
Horizon Family Wealth, Inc. trimmed77,927$11M0.1%2026-Q2
Ledyard National Bank trimmed77,783$11M0.1%2026-Q2
FIFTH THIRD BANCORP trimmed75,986$11M0.1%2026-Q2
TICINO WEALTH added74,524$11M0.1%2026-Q2
Savant Capital, LLC trimmed71,637$10M0.1%2026-Q2
Bleakley Financial Group, LLC added71,424$10M0.1%2026-Q2
STEPHENS INC /AR/ trimmed69,450$10M0.1%2026-Q2
Sowell Financial Services LLC added67,547$10M0.1%2026-Q2
Cerity Partners LLC added66,135$9M0.1%2026-Q2
Keebeck Wealth Management trimmed64,180$9M0.1%2026-Q2
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC trimmed64,151$9M0.1%2026-Q2
STIFEL FINANCIAL CORP trimmed63,361$9M0.1%2026-Q2
Integrated Wealth Concepts LLC added62,822$9M0.1%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