Who owns GTEK
Which tracked institutional funds hold GTEK, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See GTEK company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 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 GTEK is one-sided between 2026-Q1 and 2026-Q2: 15 added or opened and 2 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
GTEK’s largest tracked holder by dollar value, GOLDMAN SACHS GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in GTEK 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 40 tracked filers holding GTEK, 25 increased or opened the position and 12 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 GTEK 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 4
- Del-Sette Capital Management, LLC$2M
- Delta Investment Management, LLC$1M
- Nautilus Advisors LLC$595K
- COMMONWEALTH EQUITY SERVICES, LLC$516K
Full exits 2
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- CWM, LLC$547K
Largest adds
- GOLDMAN SACHS GROUP INC$9M
- RAYMOND JAMES FINANCIAL INC$6M
- Heartwood Wealth Advisors LLC$5M
- Black Swift Group, LLC$2M
- Cassia Capital Partners, LLC$2M
- LPL Financial LLC$1M
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 |
|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC trimmed | 618,717 | $39M | 33.6% | 2026-Q2 |
| Heartwood Wealth Advisors LLC trimmed | 419,956 | $26M | 22.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 276,967 | $17M | 15.0% | 2026-Q2 |
| Black Swift Group, LLC added | 105,545 | $7M | 5.7% | 2026-Q2 |
| Cassia Capital Partners, LLC trimmed | 82,379 | $5M | 4.5% | 2026-Q2 |
| LPL Financial LLC added | 37,738 | $2M | 2.0% | 2026-Q2 |
| Del-Sette Capital Management, LLC new | 35,805 | $2M | 1.9% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 24,397 | $2M | 1.3% | 2026-Q2 |
| Composition Wealth, LLC trimmed | 23,852 | $1M | 1.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 20,804 | $1M | 1.1% | 2026-Q2 |
| Delta Investment Management, LLC new | 17,771 | $1M | 1.0% | 2026-Q2 |
| Waldron Private Wealth LLC | 13,425 | $844K | 0.7% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 12,316 | $774K | 0.7% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 10,877 | $646K | 0.6% | 2026-Q2 |
| Nautilus Advisors LLC new | 10,028 | $595K | 0.5% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 8,207 | $516K | 0.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 6,850 | $431K | 0.4% | 2026-Q2 |
| Private Advisor Group, LLC added | 6,175 | $388K | 0.3% | 2026-Q2 |
| Retirement Planning Co of New England, Inc. trimmed | 5,797 | $365K | 0.3% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC added | 5,050 | $318K | 0.3% | 2026-Q2 |
| Summa Corp. new | 4,500 | $283K | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC added | 4,139 | $260K | 0.2% | 2026-Q2 |
| Daybright Advisory Services, Inc. new | 4,823 | $260K | 0.2% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 3,926 | $247K | 0.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP new | 3,770 | $237K | 0.2% | 2026-Q2 |
| Cresset Asset Management, LLC trimmed | 3,700 | $233K | 0.2% | 2026-Q2 |
| MORGAN STANLEY added | 3,393 | $213K | 0.2% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 3,133 | $197K | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 2,150 | $135K | 0.1% | 2026-Q2 |
| Glassman Wealth Services added | 1,478 | $93K | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 1,386 | $87K | 0.1% | 2026-Q2 |
| Arax Advisory Partners new | 500 | $31K | 0.0% | 2026-Q2 |
| UBS Group AG trimmed | 300 | $19K | 0.0% | 2026-Q2 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 291 | $18K | 0.0% | 2026-Q2 |
| Harborfront Financial Group LLC new | 190 | $12K | 0.0% | 2026-Q2 |
| TD Waterhouse Canada Inc. | 174 | $11K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC | 115 | $7K | 0.0% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ | 62 | $4K | 0.0% | 2026-Q2 |
| PROTECTIVE LIFE CORP | 44 | $3K | 0.0% | 2026-Q2 |
| Allworth Financial LP | 25 | $2K | 0.0% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 40,764 | $2M | 1.4% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC added | 13,376 | $547K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| FLOW TRADERS U.S. LLC trimmed | 8,607 | $352K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| WELLS FARGO & COMPANY/MN new | 150 | $6K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC trimmed | 10,341 | $413K | 0.4% | 2025-Q4 stale (2 quarters behind) |
| AMERIPRISE FINANCIAL INC trimmed | 7,855 | $314K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| COMERICA BANK | 4,641 | $185K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Aventura Private Wealth, LLC | 300 | $12K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| GTS SECURITIES LLC new | 6,167 | $223K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| Private Wealth Partners, LLC trimmed | 6,000 | $216K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| BANK OF AMERICA CORP /DE/ trimmed | 2,365 | $85K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.