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.
How the tape is positioned
The tracked-fund tape on GSLC is one-sided between 2026-Q1 and 2026-Q2: 198 added or opened and 51 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
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 1.1% of theirs — a 0.4pp 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, 246 increased or opened the position and 296 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 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 (split-invariant); adds and trims are measured on reported value.
New buyers 25
- NewEdge Advisors, LLC$11M
- Bellars Harris Wealth Management, LLC$6M
- FIDUCIARY FINANCIAL ADVISORS$5M
- GTS SECURITIES LLC$4M
- Vestmark Advisory Solutions, Inc.$2M
- J.W. COLE ADVISORS, INC.$2M
Full exits 22
- Betterment LLC$722M
- SkyView Investment Advisors, LLC$81M
- Leo Wealth, LLC$55M
- APPLETON PARTNERS INC/MA$53M
- HighTower Advisors, LLC$52M
- HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC$45M
Largest adds
- WELLS FARGO & COMPANY/MN$379M
- ENVESTNET ASSET MANAGEMENT INC$116M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$105M
- LPL Financial LLC$49M
- BANK OF AMERICA CORP /DE/$35M
- SigFig Wealth Management, LLC$34M
Largest trims
- Penney Financial, LLC$59M
- Hennion & Walsh Asset Management, Inc.$32M
- Corient Private Wealth LP$29M
- Private Advisor Group, LLC$14M
- GFG Capital, LLC$7M
- Ducere Wealth Management LLC$6M
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 trimmed | 27,444,512 | $3.9B | 31.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 6,988,089 | $992M | 7.9% | 2026-Q2 |
| MORGAN STANLEY trimmed | 5,039,761 | $715M | 5.7% | 2026-Q2 |
| LPL Financial LLC trimmed | 3,220,388 | $457M | 3.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 3,182,271 | $452M | 3.6% | 2026-Q2 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC trimmed | 2,928,946 | $416M | 3.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 2,730,596 | $387M | 3.1% | 2026-Q2 |
| SigFig Wealth Management, LLC added | 1,998,523 | $282M | 2.2% | 2026-Q2 |
| RiverFront Investment Group, LLC trimmed | 1,878,543 | $267M | 2.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 1,659,535 | $235M | 1.9% | 2026-Q2 |
| HB Wealth Management, LLC added | 1,305,326 | $185M | 1.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 1,164,476 | $165M | 1.3% | 2026-Q2 |
| Glenview Trust Co trimmed | 1,151,589 | $163M | 1.3% | 2026-Q2 |
| Cetera Investment Advisers added | 1,025,009 | $145M | 1.2% | 2026-Q2 |
| SFMG, LLC added | 870,472 | $124M | 1.0% | 2026-Q2 |
| High Probability Advisors, LLC added | 827,017 | $117M | 0.9% | 2026-Q2 |
| Financial Management Professionals, Inc. trimmed | 789,342 | $112M | 0.9% | 2026-Q2 |
| Riverpoint Wealth Management Holdings, LLC added | 658,842 | $93M | 0.7% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 649,813 | $92M | 0.7% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 644,108 | $91M | 0.7% | 2026-Q2 |
| Goldstein Advisors, LLC added | 621,939 | $88M | 0.7% | 2026-Q2 |
| UBS Group AG added | 592,065 | $84M | 0.7% | 2026-Q2 |
| Lifelong Wealth Advisors, Inc. trimmed | 544,027 | $77M | 0.6% | 2026-Q2 |
| FIRST FOUNDATION ADVISORS trimmed | 446,025 | $63M | 0.5% | 2026-Q2 |
| Orion Porfolio Solutions, LLC trimmed | 417,254 | $59M | 0.5% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 412,095 | $58M | 0.5% | 2026-Q2 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV trimmed | 374,592 | $53M | 0.4% | 2026-Q2 |
| LexAurum Advisors, LLC trimmed | 361,888 | $51M | 0.4% | 2026-Q2 |
| Dynamic Advisor Solutions LLC added | 359,896 | $51M | 0.4% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 355,063 | $50M | 0.4% | 2026-Q2 |
| RFG Advisory, LLC trimmed | 355,036 | $50M | 0.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 345,275 | $49M | 0.4% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 341,101 | $48M | 0.4% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 339,087 | $48M | 0.4% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC added | 323,965 | $46M | 0.4% | 2026-Q2 |
| IAG Wealth Partners, LLC trimmed | 321,376 | $46M | 0.4% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 278,485 | $40M | 0.3% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 269,897 | $39M | 0.3% | 2026-Q2 |
| Hennion & Walsh Asset Management, Inc. trimmed | 271,998 | $39M | 0.3% | 2026-Q2 |
| KINTRA WEALTH, LLC trimmed | 243,260 | $36M | 0.3% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 240,491 | $34M | 0.3% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 234,058 | $33M | 0.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 226,679 | $32M | 0.3% | 2026-Q2 |
| Cornerstone Advisory, LLC trimmed | 213,217 | $30M | 0.2% | 2026-Q2 |
| 1900 WEALTH MANAGEMENT LLC trimmed | 203,981 | $29M | 0.2% | 2026-Q2 |
| &PARTNERS trimmed | 200,039 | $29M | 0.2% | 2026-Q2 |
| Kelman-Lazarov, Inc. trimmed | 198,590 | $28M | 0.2% | 2026-Q2 |
| MAI Capital Management added | 198,088 | $28M | 0.2% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 197,268 | $28M | 0.2% | 2026-Q2 |
| Kings Path Partners LLC added | 192,221 | $27M | 0.2% | 2026-Q2 |
| VAUGHAN & Co SECURITIES, INC. trimmed | 185,552 | $26M | 0.2% | 2026-Q2 |
| NorthStar Asset Management LLC /NJ/ added | 183,381 | $26M | 0.2% | 2026-Q2 |
| Gladstone Institutional Advisory LLC added | 182,380 | $26M | 0.2% | 2026-Q2 |
| Targeted Financial Services LLC trimmed | 179,772 | $26M | 0.2% | 2026-Q2 |
| Centurion Wealth Management LLC trimmed | 173,502 | $25M | 0.2% | 2026-Q2 |
| ARVEST INVESTMENTS, INC. added | 159,455 | $23M | 0.2% | 2026-Q2 |
| Inscription Capital, LLC added | 147,874 | $21M | 0.2% | 2026-Q2 |
| Retirement Planning Group, LLC trimmed | 145,366 | $21M | 0.2% | 2026-Q2 |
| Focus Partners Wealth trimmed | 144,090 | $20M | 0.2% | 2026-Q2 |
| ACIMA PRIVATE WEALTH, LLC added | 141,960 | $20M | 0.2% | 2026-Q2 |
| GeoWealth Management, LLC added | 141,518 | $20M | 0.2% | 2026-Q2 |
| Paul R. Ried Financial Group, LLC added | 138,880 | $20M | 0.2% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 138,195 | $20M | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 136,356 | $19M | 0.2% | 2026-Q2 |
| CoreCap Advisors, LLC added | 134,659 | $19M | 0.2% | 2026-Q2 |
| Allworth Financial LP trimmed | 133,601 | $19M | 0.2% | 2026-Q2 |
| Gratus Wealth Advisors, LLC added | 129,721 | $18M | 0.1% | 2026-Q2 |
| Nabity-Jensen Investment Management Inc trimmed | 117,869 | $17M | 0.1% | 2026-Q2 |
| GFG Capital, LLC trimmed | 117,621 | $17M | 0.1% | 2026-Q2 |
| AlphaCore Capital LLC trimmed | 114,956 | $16M | 0.1% | 2026-Q2 |
| FMR LLC added | 113,690 | $16M | 0.1% | 2026-Q2 |
| Worth Financial Advisory Group, LLC added | 113,602 | $16M | 0.1% | 2026-Q2 |
| Canvas Wealth Advisors, LLC trimmed | 111,252 | $16M | 0.1% | 2026-Q2 |
| Mariner, LLC trimmed | 107,216 | $15M | 0.1% | 2026-Q2 |
| NOVARE CAPITAL MANAGEMENT LLC trimmed | 106,570 | $15M | 0.1% | 2026-Q2 |
| XML Financial, LLC added | 104,365 | $15M | 0.1% | 2026-Q2 |
| Family Manage LLC trimmed | 97,244 | $14M | 0.1% | 2026-Q2 |
| Hixon Zuercher, LLC added | 96,746 | $14M | 0.1% | 2026-Q2 |
| Strategic Financial Services, Inc. trimmed | 93,239 | $13M | 0.1% | 2026-Q2 |
| COZAD ASSET MANAGEMENT INC trimmed | 87,794 | $12M | 0.1% | 2026-Q2 |
| Creative Planning added | 85,173 | $12M | 0.1% | 2026-Q2 |
| Regal Investment Advisors LLC added | 82,281 | $12M | 0.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 83,754 | $12M | 0.1% | 2026-Q2 |
| LINCOLN CAPITAL CORP trimmed | 80,647 | $11M | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 79,874 | $11M | 0.1% | 2026-Q2 |
| Nicholson Meyer Capital Management, Inc. trimmed | 79,652 | $11M | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 78,394 | $11M | 0.1% | 2026-Q2 |
| Horizon Family Wealth, Inc. trimmed | 77,927 | $11M | 0.1% | 2026-Q2 |
| Ledyard National Bank trimmed | 77,783 | $11M | 0.1% | 2026-Q2 |
| Betterment LLC trimmed | 5,769,076 | $722M | 5.7% | 2026-Q1 stale |
| SkyView Investment Advisors, LLC trimmed | 645,766 | $81M | 0.6% | 2026-Q1 stale |
| Leo Wealth, LLC trimmed | 442,595 | $55M | 0.4% | 2026-Q1 stale |
| APPLETON PARTNERS INC/MA trimmed | 420,407 | $53M | 0.4% | 2026-Q1 stale |
| HighTower Advisors, LLC added | 415,335 | $52M | 0.4% | 2026-Q1 stale |
| Orion Portfolio Solutions, LLC trimmed | 442,542 | $49M | 0.4% | 2025-Q1 stale |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC added | 360,535 | $45M | 0.4% | 2026-Q1 stale |
| Janney Montgomery Scott LLC trimmed | 287,997 | $36M | 0.3% | 2026-Q1 stale |
| Callan Capital, LLC trimmed | 155,581 | $17M | 0.1% | 2025-Q1 stale |
| Silicon Valley Capital Partners trimmed | 131,175 | $16M | 0.1% | 2026-Q1 stale |
| Capital Advisors, Ltd. LLC trimmed | 93,406 | $12M | 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.