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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| LPL Financial LLC added | 6,463,536 | $324M | 13.1% | 2026-Q1 |
| MORGAN STANLEY added | 5,490,523 | $275M | 11.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 4,129,415 | $207M | 8.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 2,893,767 | $145M | 5.9% | 2026-Q1 |
| Bramshill Investments, LLC trimmed | 1,980,530 | $99M | 4.0% | 2026-Q1 |
| UBS Group AG added | 1,824,646 | $91M | 3.7% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 1,630,141 | $82M | 3.3% | 2026-Q1 |
| Capital Asset Advisory Services LLC added | 1,468,130 | $74M | 3.0% | 2026-Q1 |
| AXXCESS WEALTH MANAGEMENT, LLC trimmed | 1,435,698 | $72M | 2.9% | 2026-Q1 |
| Cetera Investment Advisers added | 1,377,756 | $69M | 2.8% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 1,238,290 | $62M | 2.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 1,170,470 | $59M | 2.4% | 2026-Q1 |
| Gradient Investments LLC trimmed | 1,100,074 | $55M | 2.2% | 2026-Q1 |
| Independent Advisor Alliance added | 807,000 | $40M | 1.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 635,684 | $32M | 1.3% | 2026-Q1 |
| CWM, LLC added | 569,764 | $29M | 1.2% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 529,112 | $27M | 1.1% | 2026-Q1 |
| Gladstone Institutional Advisory LLC added | 468,184 | $23M | 0.9% | 2026-Q1 |
| Cyndeo Wealth Partners, LLC added | 403,445 | $20M | 0.8% | 2026-Q1 |
| Arax Advisory Partners added | 332,046 | $17M | 0.7% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 329,593 | $17M | 0.7% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. added | 317,052 | $16M | 0.6% | 2026-Q1 |
| Wealthcare Advisory Partners LLC added | 314,374 | $16M | 0.6% | 2026-Q1 |
| Avestar Capital, LLC added | 297,977 | $15M | 0.6% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 292,683 | $15M | 0.6% | 2026-Q1 |
| Johnson Bixby & Associates, LLC trimmed | 292,477 | $15M | 0.6% | 2026-Q1 |
| Private Advisor Group, LLC added | 286,177 | $14M | 0.6% | 2026-Q1 |
| Royal Harbor Partners, LLC new | 284,459 | $14M | 0.6% | 2026-Q1 |
| Mutual Advisors, LLC added | 277,048 | $14M | 0.6% | 2026-Q1 |
| Advocate Investing Services LLC trimmed | 270,079 | $14M | 0.5% | 2026-Q1 |
| Fifth Third Securities, Inc. added | 258,289 | $13M | 0.5% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 252,930 | $13M | 0.5% | 2026-Q1 |
| GUIDANCE CAPITAL, INC added | 249,418 | $13M | 0.5% | 2026-Q1 |
| FIRST MERCHANTS CORP added | 243,677 | $12M | 0.5% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 228,397 | $11M | 0.5% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 218,760 | $11M | 0.4% | 2026-Q1 |
| FORONJY FINANCIAL LLC added | 217,516 | $11M | 0.4% | 2026-Q1 |
| LAKE STREET PRIVATE WEALTH, LLC added | 210,310 | $11M | 0.4% | 2026-Q1 |
| FLAGSHIP HARBOR ADVISORS, LLC added | 189,324 | $9M | 0.4% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 188,125 | $9M | 0.4% | 2026-Q1 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC trimmed | 186,611 | $9M | 0.4% | 2026-Q1 |
| GREENLEAF TRUST trimmed | 175,421 | $9M | 0.4% | 2026-Q1 |
| RETIREMENT CAPITAL STRATEGIES added | 171,792 | $9M | 0.3% | 2026-Q1 |
| Advisory Services Network, LLC added | 168,651 | $8M | 0.3% | 2026-Q1 |
| 1 NORTH WEALTH SERVICES LLC trimmed | 153,337 | $8M | 0.3% | 2026-Q1 |
| Norris Financial Group, LLC added | 141,587 | $7M | 0.3% | 2026-Q1 |
| Wealth Intelligence, LLC added | 138,190 | $7M | 0.3% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 137,792 | $7M | 0.3% | 2026-Q1 |
| Creative Planning added | 137,217 | $7M | 0.3% | 2026-Q1 |
| Gotham Asset Management, LLC trimmed | 136,681 | $7M | 0.3% | 2026-Q1 |
| CoreCap Advisors, LLC added | 132,130 | $7M | 0.3% | 2026-Q1 |
| Bleakley Financial Group, LLC added | 130,598 | $7M | 0.3% | 2026-Q1 |
| Annex Advisory Services, LLC trimmed | 129,048 | $6M | 0.3% | 2026-Q1 |
| &PARTNERS added | 128,448 | $6M | 0.3% | 2026-Q1 |
| WESCAP Management Group, Inc. trimmed | 122,860 | $6M | 0.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 116,064 | $6M | 0.2% | 2026-Q1 |
| HERITAGE OAK WEALTH ADVISORS LLC new | 112,331 | $6M | 0.2% | 2026-Q1 |
| Atria Investments, Inc added | 111,325 | $6M | 0.2% | 2026-Q1 |
| Daner Wealth Management, LLC trimmed | 110,742 | $6M | 0.2% | 2026-Q1 |
| Advocacy Wealth Management, LLC added | 108,812 | $5M | 0.2% | 2026-Q1 |
| Capital Advisors, Ltd. LLC trimmed | 107,788 | $5M | 0.2% | 2026-Q1 |
| Hardworking Capital Advisors, LLC trimmed | 105,732 | $5M | 0.2% | 2026-Q1 |
| TruWealth Advisors, LLC added | 102,682 | $5M | 0.2% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 97,985 | $5M | 0.2% | 2026-Q1 |
| Redwood Financial Network Corp added | 97,512 | $5M | 0.2% | 2026-Q1 |
| PERSPECTIVE WEALTH ADVISORS LLC added | 93,712 | $5M | 0.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 92,072 | $5M | 0.2% | 2026-Q1 |
| Total Clarity Wealth Management, Inc. added | 88,081 | $4M | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 87,658 | $4M | 0.2% | 2026-Q1 |
| FLOW TRADERS U.S. LLC trimmed | 86,649 | $4M | 0.2% | 2026-Q1 |
| Sequoia Financial Advisors, LLC trimmed | 83,089 | $4M | 0.2% | 2026-Q1 |
| GenTrust, LLC trimmed | 80,084 | $4M | 0.2% | 2026-Q1 |
| Mariner, LLC trimmed | 79,164 | $4M | 0.2% | 2026-Q1 |
| D.A. DAVIDSON & CO. trimmed | 75,957 | $4M | 0.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 71,216 | $4M | 0.1% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 69,894 | $4M | 0.1% | 2026-Q1 |
| Tower Research Capital LLC (TRC) trimmed | 66,104 | $3M | 0.1% | 2026-Q1 |
| Smartleaf Asset Management LLC added | 63,508 | $3M | 0.1% | 2026-Q1 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. trimmed | 61,772 | $3M | 0.1% | 2026-Q1 |
| CAMBIENT FAMILY OFFICE, LLC trimmed | 61,285 | $3M | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 60,085 | $3M | 0.1% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 59,520 | $3M | 0.1% | 2026-Q1 |
| GeoWealth Management, LLC added | 59,433 | $3M | 0.1% | 2026-Q1 |
| Endowment Wealth Management, Inc. added | 57,954 | $3M | 0.1% | 2026-Q1 |
| Global View Capital Management LLC new | 53,902 | $3M | 0.1% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 53,788 | $3M | 0.1% | 2026-Q1 |
| Sage Advisory Services, Ltd.Co. added | 52,379 | $3M | 0.1% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 1,349,100 | $68M | 2.7% | 2025-Q1 stale |
| Atria Wealth Solutions, Inc. trimmed | 580,333 | $29M | 1.2% | 2025-Q2 stale |
| Pasadena Private Wealth, LLC added | 378,269 | $19M | 0.8% | 2025-Q3 stale |
| Great Lakes Retirement, Inc. added | 242,849 | $12M | 0.5% | 2025-Q1 stale |
| SCOTIA CAPITAL INC. added | 190,760 | $10M | 0.4% | 2025-Q4 stale |
| Thrivent Financial for Lutherans | 117,594 | $6M | 0.2% | 2025-Q1 stale |
| Sterling Financial Group, Inc. trimmed | 108,261 | $5M | 0.2% | 2025-Q3 stale |
| CITADEL ADVISORS LLC trimmed | 101,210 | $5M | 0.2% | 2025-Q3 stale |
| NAPA WEALTH MANAGEMENT trimmed | 94,674 | $5M | 0.2% | 2025-Q1 stale |
| PLANWISER FINANCIAL, LLC new | 86,902 | $4M | 0.2% | 2025-Q4 stale |
| Kovitz Investment Group Partners, LLC new | 76,694 | $4M | 0.2% | 2025-Q2 stale |
| Global Retirement Partners, LLC added | 74,661 | $4M | 0.2% | 2025-Q4 stale |
| ZEGA Investments, LLC added | 67,643 | $3M | 0.1% | 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.
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.