130 tracked 13F filers disclose a position in GAB as of the latest SEC 13F filings, a combined $137.9M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | $25.1M | 4.5M | ▲+0.5% Added · +21K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $13.8M | 2.5M | ▲+1.6% Added · +39K sh | Q1 2026 | |
| 3 | Shaker Financial Services, LLC | $11.7M | 2.1M | ▲Added Added · +2.1M sh | Q2 2026 | |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $8.5M | 1.5M | ▲+0.4% Added · +7K sh | Q1 2026 | |
| 5 | GAMCO INVESTORS, INC. ET AL | $4.7M | 842K | —Held | Q1 2026 | |
| 6 | Cetera Investment Advisers | $4.0M | 708K | ▲+5.1% Added · +34K sh | Q1 2026 | |
| 7 | INDEPENDENT FINANCIAL GROUP, LLC | $3.8M | 664K | ▲+13% Added · +78K sh | Q2 2026 | |
| 8 | Live Oak Private Wealth LLC | $3.6M | 635K | ▲+24% Added · +121K sh | Q2 2026 | |
| 9 | RAYMOND JAMES FINANCIAL INC | $3.4M | 613K | ▼−4.7% Reduced · −31K sh | Q1 2026 | |
| 10 | WELLS FARGO & COMPANY/MN | $3.2M | 579K | ▼−9.7% Reduced · −63K sh | Q1 2026 | |
| 11 | ROYAL BANK OF CANADA | $3.1M | 552K | ▲+1.7% Added · +9K sh | Q1 2026 | |
| 12 | BANK OF AMERICA CORP /DE/ | $2.6M | 467K | ▼−22% Reduced · −131K sh | Q1 2026 | |
| 13 | SCOTIA CAPITAL INC. | $2.5M | 455K | ▼−0.4% Reduced · −2K sh | Q1 2026 | |
| 14 | Kestra Advisory Services, LLC | $2.5M | 453K | ▼−0.7% Reduced · −3K sh | Q1 2026 | |
| 15 | Ursa Fund Management, LLC | $2.1M | 368K | ▲New +368K sh | Q1 2026 | |
| 16 | BOOTHBAY FUND MANAGEMENT, LLC | $2.0M | 352K | ▲New +352K sh | Q1 2026 | |
| 17 | Cerity Partners LLC | $1.9M | 346K | ▲+9.9% Added · +31K sh | Q1 2026 | |
| 18 | Alpine Global Management, LLC | $1.9M | 336K | ▲New +336K sh | Q1 2026 | |
| 19 | Creative Planning | $1.8M | 326K | ▼−0.5% Reduced · −2K sh | Q1 2026 | |
| 20 | Accel Wealth Management | $1.8M | 324K | ▼−5.8% Reduced · −20K sh | Q2 2026 | |
| 21 | Steward Partners Investment Advisory, LLC | $1.8M | 319K | ▲+2.8% Added · +9K sh | Q1 2026 | |
| 22 | UBS Group AG | $1.7M | 304K | ▼−8.9% Reduced · −30K sh | Q1 2026 | |
| 23 | GUGGENHEIM CAPITAL LLC | $1.7M | 304K | ▼−28% Reduced · −116K sh | Q1 2026 | |
| 24 | TRUIST FINANCIAL CORP | $1.7M | 297K | ▲+73% Added · +125K sh | Q1 2026 | |
| 25 | ENVESTNET ASSET MANAGEMENT INC | $1.5M | 270K | ▼−23% Reduced · −82K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 10 funds opened a new position in GAB and 17 added to an existing one, while 7 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 64 funds | $19.7B |
| MICROSOFT CORPMSFT | 64 funds | $15.8B |
| ALPHABET INC-CL AGOOGL | 64 funds | $10.8B |
| JPMORGAN CHASE & COJPM | 64 funds | $7.7B |
| BROADCOM INCAVGO | 64 funds | $7.6B |
| ALPHABET INC-CL CGOOG | 64 funds | $6.7B |
| JOHNSON & JOHNSONJNJ | 64 funds | $4.4B |
| VISA INC-CLASS A SHARESV | 64 funds | $4.3B |
| WALMART INCWMT | 64 funds | $4.3B |
| COSTCO WHOLESALE CORPCOST | 64 funds | $4.2B |
| EXXON MOBIL CORPXOM | 64 funds | $4.1B |
| ELI LILLY & COLLY | 64 funds | $4.0B |
Ranked by how many of GAB's institutional holders also hold each name, a cross-fund conviction signal.
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/GAB/capital-change-brief"
Use Arkolith's capital_change_brief for GAB. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for GAB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.