78 tracked 13F filers disclose a position in GAM as of the latest SEC 13F filings, a combined $232.7M 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 | LAZARD ASSET MANAGEMENT LLC | $92.4M | 1.6M | ▲+13% Added · +183K sh | Q1 2026 | |
| 2 | Allspring Global Investments Holdings, LLC | $25.2M | 431K | ▲+9.5% Added · +37K sh | Q1 2026 | |
| 3 | 1607 Capital Partners, LLC | $16.2M | 276K | ▼−0.4% Reduced · −1K sh | Q1 2026 | |
| 4 | ROYAL BANK OF CANADA | $11.5M | 196K | ▼−3.8% Reduced · −8K sh | Q1 2026 | |
| 5 | Atlas Wealth LLC | $10.9M | 170K | ▲New +170K sh | Q2 2026 | |
| 6 | Pathstone Holdings, LLC | $9.5M | 162K | ▼−7.1% Reduced · −12K sh | Q1 2026 | |
| 7 | Advisors Asset Management, Inc. | $7.6M | 130K | ▲+9.1% Added · +11K sh | Q1 2026 | |
| 8 | LEVIN CAPITAL STRATEGIES, L.P. | $6.8M | 107K | —Held | Q2 2026 | |
| 9 | MORGAN STANLEY | $5.7M | 97K | ▼−0.8% Reduced · −791 sh | Q1 2026 | |
| 10 | Shaker Financial Services, LLC | $5.2M | 81K | ▲12× Added · +75K sh | Q2 2026 | |
| 11 | FIRST TRUST ADVISORS LP | $2.5M | 43K | ▲+10% Added · +4K sh | Q1 2026 | |
| 12 | EVOLVE PRIVATE WEALTH, LLC | $2.4M | 40K | ▼−0.1% Reduced · −59 sh | Q1 2026 | |
| 13 | CAPSTONE INVESTMENT ADVISORS, LLC | $2.1M | 36K | —Held | Q1 2026 | |
| 14 | STIFEL FINANCIAL CORP | $2.1M | 35K | ▲+1.6% Added · +556 sh | Q1 2026 | |
| 15 | CSS LLC/IL | $1.8M | 31K | ▼−6.7% Reduced · −2K sh | Q1 2026 | |
| 16 | BANK OF AMERICA CORP /DE/ | $1.8M | 31K | ▼−2.9% Reduced · −903 sh | Q1 2026 | |
| 17 | WELLS FARGO & COMPANY/MN | $1.7M | 30K | ▼−11% Reduced · −4K sh | Q1 2026 | |
| 18 | RAYMOND JAMES FINANCIAL INC | $1.6M | 27K | ▲+0.9% Added · +237 sh | Q1 2026 | |
| 19 | Samalin Investment Counsel, LLC | $1.6M | 25K | ▲+87% Added · +12K sh | Q2 2026 | |
| 20 | GUGGENHEIM CAPITAL LLC | $1.3M | 23K | ▼−4.6% Reduced · −1K sh | Q1 2026 | |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $1.2M | 21K | ▼−0.2% Reduced · −48 sh | Q1 2026 | |
| 22 | HighTower Advisors, LLC | $1.2M | 21K | ▼−18% Reduced · −5K sh | Q1 2026 | |
| 23 | WALLER FINANCIAL PLANNING GROUP, INC | $1.2M | 20K | —Held | Q2 2026 | |
| 24 | LPL Financial LLC | $1.1M | 18K | ▼−16% Reduced · −3K sh | Q1 2026 | |
| 25 | Mraz, Amerine & Associates, Inc. | $1.2M | 18K | ▼−11% Reduced · −2K sh | Q2 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, 1 fund opened a new position in GAM and 8 added to an existing one, while 4 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 31 funds | $21.6B |
| JOHNSON & JOHNSONJNJ | 31 funds | $3.9B |
| NVIDIA CORPNVDA | 30 funds | $24.4B |
| APPLE INCAAPL | 30 funds | $19.6B |
| ALPHABET INC-CL AGOOGL | 30 funds | $14.6B |
| META PLATFORMS INC-CLASS AMETA | 30 funds | $7.5B |
| TESLA INCTSLA | 30 funds | $4.0B |
| MERCK & CO. INC.MRK | 30 funds | $3.0B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 30 funds | $1.5B |
| AMAZON.COM INCAMZN | 29 funds | $17.2B |
| BROADCOM INCAVGO | 29 funds | $12.0B |
| ALPHABET INC-CL CGOOG | 29 funds | $8.5B |
Ranked by how many of GAM's institutional holders also hold each name, a cross-fund conviction signal.
Connected entities for GAM
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/GAM/capital-change-brief"
Use Arkolith's capital_change_brief for GAM. 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 GAM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.