Who owns GSY
Which tracked institutional funds hold GSY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See GSY company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-26). 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
83 tracked funds added or opened GSY while 50 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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
GSY’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 0.1pp gap the other way — the median holder sizes GSY more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in GSY 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 293 tracked filers holding GSY, 161 increased or opened the position and 129 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 GSY 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 14
- PRAIRIE ADVISORY, LLC$16M
- PW Nova Financial Services LLC$6M
- Waverly Advisors, LLC$6M
- Ameritas Advisory Services, LLC$3M
- Global Retirement Partners, LLC$2M
- HUB Investment Partners, LLC$2M
Full exits 15
- Cambridge Investment Research Advisors, Inc.$82M
- Independent Advisor Alliance$40M
- CWM, LLC$29M
- Janney Montgomery Scott LLC$11M
- Capital Advisors, Ltd. LLC$5M
- TruWealth Advisors, LLC$5M
Largest adds
- BANK OF AMERICA CORP /DE/$48M
- MORGAN STANLEY$31M
- AE Wealth Management LLC$25M
- LPL Financial LLC$19M
- UBS Group AG$14M
- ENVESTNET ASSET MANAGEMENT INC$13M
Largest trims
- OSAIC HOLDINGS, INC.$19M
- Wealthcare Advisory Partners LLC$15M
- Private Advisor Group, LLC$4M
- PERSPECTIVE WEALTH ADVISORS LLC$4M
- Gradient Investments LLC$3M
- MML INVESTORS SERVICES, LLC$3M
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.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| LPL Financial LLC added | 6,837,082 | $343M | 14.3% | 2026-Q2 |
| MORGAN STANLEY added | 6,114,134 | $307M | 12.8% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 4,193,323 | $210M | 8.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 3,852,232 | $193M | 8.1% | 2026-Q2 |
| UBS Group AG added | 2,110,809 | $106M | 4.4% | 2026-Q2 |
| Bramshill Investments, LLC added | 1,988,756 | $100M | 4.2% | 2026-Q2 |
| Cetera Investment Advisers added | 1,608,588 | $81M | 3.4% | 2026-Q2 |
| Capital Asset Advisory Services LLC added | 1,487,657 | $75M | 3.1% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC added | 1,478,317 | $74M | 3.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,397,820 | $70M | 2.9% | 2026-Q2 |
| Gradient Investments LLC trimmed | 1,034,198 | $52M | 2.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 903,256 | $45M | 1.9% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 787,732 | $40M | 1.6% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 682,087 | $34M | 1.4% | 2026-Q2 |
| Gladstone Institutional Advisory LLC added | 581,585 | $29M | 1.2% | 2026-Q2 |
| AE Wealth Management LLC added | 495,000 | $25M | 1.0% | 2026-Q2 |
| Arax Advisory Partners added | 473,790 | $24M | 1.0% | 2026-Q2 |
| Cyndeo Wealth Partners, LLC added | 419,129 | $21M | 0.9% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 337,031 | $17M | 0.7% | 2026-Q2 |
| PRAIRIE ADVISORY, LLC new | 327,927 | $16M | 0.7% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 317,484 | $16M | 0.7% | 2026-Q2 |
| Fifth Third Securities, Inc. added | 316,475 | $16M | 0.7% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 306,638 | $15M | 0.6% | 2026-Q2 |
| Johnson Bixby & Associates, LLC added | 297,356 | $15M | 0.6% | 2026-Q2 |
| Mutual Advisors, LLC added | 293,071 | $15M | 0.6% | 2026-Q2 |
| Royal Harbor Partners, LLC added | 291,595 | $15M | 0.6% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 275,130 | $14M | 0.6% | 2026-Q2 |
| Advocate Investing Services LLC trimmed | 260,150 | $13M | 0.5% | 2026-Q2 |
| GUIDANCE CAPITAL, INC added | 258,641 | $13M | 0.5% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 249,569 | $13M | 0.5% | 2026-Q2 |
| Avestar Capital, LLC trimmed | 248,330 | $12M | 0.5% | 2026-Q2 |
| Advisory Services Network, LLC added | 234,449 | $12M | 0.5% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 234,394 | $12M | 0.5% | 2026-Q2 |
| FIRST MERCHANTS CORP trimmed | 231,733 | $12M | 0.5% | 2026-Q2 |
| Creative Planning added | 230,688 | $12M | 0.5% | 2026-Q2 |
| FORONJY FINANCIAL LLC added | 228,248 | $11M | 0.5% | 2026-Q2 |
| Curry Webb Wealth Management LLC added | 226,685 | $11M | 0.5% | 2026-Q2 |
| LAKE STREET PRIVATE WEALTH, LLC added | 224,985 | $11M | 0.5% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 200,903 | $10M | 0.4% | 2026-Q2 |
| FLAGSHIP HARBOR ADVISORS, LLC added | 197,063 | $10M | 0.4% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC trimmed | 190,017 | $10M | 0.4% | 2026-Q2 |
| Wealth Intelligence, LLC added | 188,347 | $9M | 0.4% | 2026-Q2 |
| CoreCap Advisors, LLC added | 184,812 | $9M | 0.4% | 2026-Q2 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC trimmed | 182,991 | $9M | 0.4% | 2026-Q2 |
| RETIREMENT CAPITAL STRATEGIES added | 173,790 | $9M | 0.4% | 2026-Q2 |
| GREENLEAF TRUST trimmed | 168,666 | $8M | 0.4% | 2026-Q2 |
| 1 NORTH WEALTH SERVICES LLC added | 162,946 | $8M | 0.3% | 2026-Q2 |
| Norris Financial Group, LLC added | 157,181 | $8M | 0.3% | 2026-Q2 |
| Atria Investments, Inc added | 156,534 | $8M | 0.3% | 2026-Q2 |
| &PARTNERS added | 138,510 | $7M | 0.3% | 2026-Q2 |
| Gotham Asset Management, LLC added | 137,649 | $7M | 0.3% | 2026-Q2 |
| PW Nova Financial Services LLC new | 127,354 | $6M | 0.3% | 2026-Q2 |
| Bleakley Financial Group, LLC trimmed | 124,716 | $6M | 0.3% | 2026-Q2 |
| Waverly Advisors, LLC added | 122,682 | $6M | 0.3% | 2026-Q2 |
| WESCAP Management Group, Inc. trimmed | 122,196 | $6M | 0.3% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 117,125 | $6M | 0.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 114,355 | $6M | 0.2% | 2026-Q2 |
| HERITAGE OAK WEALTH ADVISORS LLC trimmed | 112,282 | $6M | 0.2% | 2026-Q2 |
| Daner Wealth Management, LLC trimmed | 109,130 | $5M | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC added | 109,011 | $5M | 0.2% | 2026-Q2 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. added | 104,702 | $5M | 0.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 103,799 | $5M | 0.2% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 102,304 | $5M | 0.2% | 2026-Q2 |
| Redwood Financial Network Corp added | 101,968 | $5M | 0.2% | 2026-Q2 |
| Advocacy Wealth Management, LLC trimmed | 101,940 | $5M | 0.2% | 2026-Q2 |
| Annex Advisory Services, LLC trimmed | 100,737 | $5M | 0.2% | 2026-Q2 |
| LYNX CAPITAL GROUP LTD /ADV added | 98,257 | $5M | 0.2% | 2026-Q2 |
| Hardworking Capital Advisors, LLC trimmed | 96,237 | $5M | 0.2% | 2026-Q2 |
| GenTrust, LLC added | 95,869 | $5M | 0.2% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 87,569 | $4M | 0.2% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 87,009 | $4M | 0.2% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 77,405 | $4M | 0.2% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 77,184 | $4M | 0.2% | 2026-Q2 |
| GeoWealth Management, LLC added | 66,982 | $3M | 0.1% | 2026-Q2 |
| Trust Co added | 65,676 | $3M | 0.1% | 2026-Q2 |
| CAMBIENT FAMILY OFFICE, LLC added | 65,104 | $3M | 0.1% | 2026-Q2 |
| Smartleaf Asset Management LLC | 63,508 | $3M | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 63,248 | $3M | 0.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 63,126 | $3M | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. added | 61,950 | $3M | 0.1% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 60,161 | $3M | 0.1% | 2026-Q2 |
| Endowment Wealth Management, Inc. added | 59,051 | $3M | 0.1% | 2026-Q2 |
| Sage Advisory Services, Ltd.Co. added | 58,090 | $3M | 0.1% | 2026-Q2 |
| Global View Capital Management LLC trimmed | 50,245 | $3M | 0.1% | 2026-Q2 |
| PARSONS CAPITAL MANAGEMENT INC/RI added | 50,109 | $3M | 0.1% | 2026-Q2 |
| DUNCKER STREETT & CO INC trimmed | 48,421 | $2M | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC trimmed | 46,410 | $2M | 0.1% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 45,853 | $2M | 0.1% | 2026-Q2 |
| Belpointe Asset Management LLC added | 44,949 | $2M | 0.1% | 2026-Q2 |
| Strait & Sound Wealth Management LLC added | 44,571 | $2M | 0.1% | 2026-Q2 |
| Sequoia Financial Advisors, LLC trimmed | 44,177 | $2M | 0.1% | 2026-Q2 |
| Brown Financial Advisors trimmed | 44,105 | $2M | 0.1% | 2026-Q2 |
| 9823 Capital, L.P. trimmed | 43,865 | $2M | 0.1% | 2026-Q2 |
| REGATTA CAPITAL GROUP, LLC added | 43,181 | $2M | 0.1% | 2026-Q2 |
| HUB Investment Partners, LLC new | 42,531 | $2M | 0.1% | 2026-Q2 |
| Sovereign Financial Group, Inc. added | 41,850 | $2M | 0.1% | 2026-Q2 |
| Pitti Group Wealth Management, LLC added | 41,356 | $2M | 0.1% | 2026-Q2 |
| Transcendent Capital Group LLC trimmed | 41,265 | $2M | 0.1% | 2026-Q2 |
| GreatBanc Trust CO trimmed | 40,500 | $2M | 0.1% | 2026-Q2 |
| Barnes Wealth Management Group, Inc added | 40,376 | $2M | 0.1% | 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.
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.