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Institutional Ownership · SEC Form 13F

Who owns GSY (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-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

288
Institutional holders
48,772,088
Shares held (tracked funds)

How the tape is positioned

89 tracked funds added or opened GSY while 45 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

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 2025-Q4 and 2026-Q1, across 288 tracked filers holding GSY, 161 increased or opened the position and 124 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 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 23

  • Independent Advisor Alliance$40M
  • Royal Harbor Partners, LLC$14M
  • RETIREMENT CAPITAL STRATEGIES$9M
  • HERITAGE OAK WEALTH ADVISORS LLC$6M
  • Atria Investments, Inc$6M
  • Global View Capital Management LLC$3M

Full exits 11

  • SCOTIA CAPITAL INC.$10M
  • PLANWISER FINANCIAL, LLC$4M
  • Global Retirement Partners, LLC$4M
  • GC Wealth Management RIA, LLC$2M
  • INTREPID FAMILY OFFICE LLC$2M
  • COMERICA BANK$1M

Largest adds

  • BANK OF AMERICA CORP /DE/$88M
  • LPL Financial LLC$63M
  • MORGAN STANLEY$44M
  • OSAIC HOLDINGS, INC.$33M
  • ROYAL BANK OF CANADA$23M
  • Arax Advisory Partners$16M

Largest trims

  • FLOW TRADERS U.S. LLC$99M
  • Annex Advisory Services, LLC$72M
  • Tower Research Capital LLC (TRC)$35M
  • Gradient Investments LLC$16M
  • GREENLEAF TRUST$13M
  • Gotham Asset Management, LLC$8M

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).

FundSharesReported value% of valueQuarter
LPL Financial LLC added6,463,536$324M13.1%2026-Q1
MORGAN STANLEY added5,490,523$275M11.1%2026-Q1
WELLS FARGO & COMPANY/MN added4,129,415$207M8.3%2026-Q1
BANK OF AMERICA CORP /DE/ added2,893,767$145M5.9%2026-Q1
Bramshill Investments, LLC trimmed1,980,530$99M4.0%2026-Q1
UBS Group AG added1,824,646$91M3.7%2026-Q1
Cambridge Investment Research Advisors, Inc. added1,630,141$82M3.3%2026-Q1
Capital Asset Advisory Services LLC added1,468,130$74M3.0%2026-Q1
AXXCESS WEALTH MANAGEMENT, LLC trimmed1,435,698$72M2.9%2026-Q1
Cetera Investment Advisers added1,377,756$69M2.8%2026-Q1
RAYMOND JAMES FINANCIAL INC added1,238,290$62M2.5%2026-Q1
OSAIC HOLDINGS, INC. added1,170,470$59M2.4%2026-Q1
Gradient Investments LLC trimmed1,100,074$55M2.2%2026-Q1
Independent Advisor Alliance added807,000$40M1.6%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added635,684$32M1.3%2026-Q1
CWM, LLC added569,764$29M1.2%2026-Q1
ROYAL BANK OF CANADA added529,112$27M1.1%2026-Q1
Gladstone Institutional Advisory LLC added468,184$23M0.9%2026-Q1
Cyndeo Wealth Partners, LLC added403,445$20M0.8%2026-Q1
Arax Advisory Partners added332,046$17M0.7%2026-Q1
STIFEL FINANCIAL CORP added329,593$17M0.7%2026-Q1
PRINCIPAL SECURITIES, INC. added317,052$16M0.6%2026-Q1
Wealthcare Advisory Partners LLC added314,374$16M0.6%2026-Q1
Avestar Capital, LLC added297,977$15M0.6%2026-Q1
JPMORGAN CHASE & CO trimmed292,683$15M0.6%2026-Q1
Johnson Bixby & Associates, LLC trimmed292,477$15M0.6%2026-Q1
Private Advisor Group, LLC added286,177$14M0.6%2026-Q1
Royal Harbor Partners, LLC new284,459$14M0.6%2026-Q1
Mutual Advisors, LLC added277,048$14M0.6%2026-Q1
Advocate Investing Services LLC trimmed270,079$14M0.5%2026-Q1
Fifth Third Securities, Inc. added258,289$13M0.5%2026-Q1
MML INVESTORS SERVICES, LLC trimmed252,930$13M0.5%2026-Q1
GUIDANCE CAPITAL, INC added249,418$13M0.5%2026-Q1
FIRST MERCHANTS CORP added243,677$12M0.5%2026-Q1
Concurrent Investment Advisors, LLC added228,397$11M0.5%2026-Q1
Janney Montgomery Scott LLC added218,760$11M0.4%2026-Q1
FORONJY FINANCIAL LLC added217,516$11M0.4%2026-Q1
LAKE STREET PRIVATE WEALTH, LLC added210,310$11M0.4%2026-Q1
FLAGSHIP HARBOR ADVISORS, LLC added189,324$9M0.4%2026-Q1
JONES FINANCIAL COMPANIES LLLP added188,125$9M0.4%2026-Q1
CAPSTONE WEALTH MANAGEMENT GROUP, LLC trimmed186,611$9M0.4%2026-Q1
GREENLEAF TRUST trimmed175,421$9M0.4%2026-Q1
RETIREMENT CAPITAL STRATEGIES added171,792$9M0.3%2026-Q1
Advisory Services Network, LLC added168,651$8M0.3%2026-Q1
1 NORTH WEALTH SERVICES LLC trimmed153,337$8M0.3%2026-Q1
Norris Financial Group, LLC added141,587$7M0.3%2026-Q1
Wealth Intelligence, LLC added138,190$7M0.3%2026-Q1
Kestra Advisory Services, LLC trimmed137,792$7M0.3%2026-Q1
Creative Planning added137,217$7M0.3%2026-Q1
Gotham Asset Management, LLC trimmed136,681$7M0.3%2026-Q1
CoreCap Advisors, LLC added132,130$7M0.3%2026-Q1
Bleakley Financial Group, LLC added130,598$7M0.3%2026-Q1
Annex Advisory Services, LLC trimmed129,048$6M0.3%2026-Q1
&PARTNERS added128,448$6M0.3%2026-Q1
WESCAP Management Group, Inc. trimmed122,860$6M0.2%2026-Q1
TRUIST FINANCIAL CORP added116,064$6M0.2%2026-Q1
HERITAGE OAK WEALTH ADVISORS LLC new112,331$6M0.2%2026-Q1
Atria Investments, Inc added111,325$6M0.2%2026-Q1
Daner Wealth Management, LLC trimmed110,742$6M0.2%2026-Q1
Advocacy Wealth Management, LLC added108,812$5M0.2%2026-Q1
Capital Advisors, Ltd. LLC trimmed107,788$5M0.2%2026-Q1
Hardworking Capital Advisors, LLC trimmed105,732$5M0.2%2026-Q1
TruWealth Advisors, LLC added102,682$5M0.2%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added97,985$5M0.2%2026-Q1
Redwood Financial Network Corp added97,512$5M0.2%2026-Q1
PERSPECTIVE WEALTH ADVISORS LLC added93,712$5M0.2%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added92,072$5M0.2%2026-Q1
Total Clarity Wealth Management, Inc. added88,081$4M0.2%2026-Q1
BNP PARIBAS FINANCIAL MARKETS added87,658$4M0.2%2026-Q1
FLOW TRADERS U.S. LLC trimmed86,649$4M0.2%2026-Q1
Sequoia Financial Advisors, LLC trimmed83,089$4M0.2%2026-Q1
GenTrust, LLC trimmed80,084$4M0.2%2026-Q1
Mariner, LLC trimmed79,164$4M0.2%2026-Q1
D.A. DAVIDSON & CO. trimmed75,957$4M0.2%2026-Q1
GOLDMAN SACHS GROUP INC trimmed71,216$4M0.1%2026-Q1
Sanctuary Advisors, LLC added69,894$4M0.1%2026-Q1
Tower Research Capital LLC (TRC) trimmed66,104$3M0.1%2026-Q1
Smartleaf Asset Management LLC added63,508$3M0.1%2026-Q1
BEACON INVESTMENT ADVISORY SERVICES, INC. trimmed61,772$3M0.1%2026-Q1
CAMBIENT FAMILY OFFICE, LLC trimmed61,285$3M0.1%2026-Q1
FIFTH THIRD BANCORP added60,085$3M0.1%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV trimmed59,520$3M0.1%2026-Q1
GeoWealth Management, LLC added59,433$3M0.1%2026-Q1
Endowment Wealth Management, Inc. added57,954$3M0.1%2026-Q1
Global View Capital Management LLC new53,902$3M0.1%2026-Q1
Integrated Wealth Concepts LLC added53,788$3M0.1%2026-Q1
Sage Advisory Services, Ltd.Co. added52,379$3M0.1%2026-Q1
RENAISSANCE TECHNOLOGIES LLC added1,349,100$68M2.7%2025-Q1 stale
Atria Wealth Solutions, Inc. trimmed580,333$29M1.2%2025-Q2 stale
Pasadena Private Wealth, LLC added378,269$19M0.8%2025-Q3 stale
Great Lakes Retirement, Inc. added242,849$12M0.5%2025-Q1 stale
SCOTIA CAPITAL INC. added190,760$10M0.4%2025-Q4 stale
Thrivent Financial for Lutherans117,594$6M0.2%2025-Q1 stale
Sterling Financial Group, Inc. trimmed108,261$5M0.2%2025-Q3 stale
CITADEL ADVISORS LLC trimmed101,210$5M0.2%2025-Q3 stale
NAPA WEALTH MANAGEMENT trimmed94,674$5M0.2%2025-Q1 stale
PLANWISER FINANCIAL, LLC new86,902$4M0.2%2025-Q4 stale
Kovitz Investment Group Partners, LLC new76,694$4M0.2%2025-Q2 stale
Global Retirement Partners, LLC added74,661$4M0.2%2025-Q4 stale
ZEGA Investments, LLC added67,643$3M0.1%2025-Q2 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.

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