Among active 13F managers last quarter, 4 opened and 7 added, while 6 reduced; the largest holder to move was Lazard Asset Management LLC (+13%).
88 tracked 13F filers disclose a position in GAM as of the latest SEC 13F filings, a combined $303.1M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Lazard Asset Management LLC | 1.6M | $92.4M | ▲+13% Added · +183K sh | Q1 2026 | |
| 2 | Blue Bell Private Wealth Management, LLC | 825K | $52.6M | ▲+1.0% Added · +8K sh | Q2 2026 | |
| 3 | Allspring Global Investments Holdings, LLC | 458K | $29.2M | ▲+6.2% Added · +27K sh | Q2 2026 | |
| 4 | Bulldog Investors, LLP | 296K | $18.9M | —Held | Q2 2026 | |
| 5 | Royal Bank Of Canada | 196K | $11.5M | ▼−3.8% Reduced · −8K sh | Q1 2026 | |
| 6 | Atlas Wealth LLC | 170K | $10.9M | ▲New +170K sh | Q2 2026 | |
| 7 | Pathstone Holdings, LLC | 149K | $9.5M | ▼−8.1% Reduced · −13K sh | Q2 2026 | |
| 8 | Advisors Asset Management, Inc. | 121K | $7.7M | ▼−6.8% Reduced · −9K sh | Q2 2026 | |
| 9 | 1607 Capital Partners, LLC | 110K | $7.0M | ▼−60% Reduced · −167K sh | Q2 2026 | |
| 10 | Levin Capital Strategies, L.P. | 107K | $6.8M | —Held | Q2 2026 | |
| 11 | Morgan Stanley | 97K | $5.7M | ▼−0.8% Reduced · −791 sh | Q1 2026 | |
| 12 | Shaker Financial Services, LLC | 81K | $5.2M | ▲12× Added · +75K sh | Q2 2026 | |
| 13 | First Trust Advisors LP | 43K | $2.5M | ▲+10% Added · +4K sh | Q1 2026 | |
| 14 | Evolve Private Wealth, LLC | 38K | $2.4M | ▼−5.3% Reduced · −2K sh | Q2 2026 | |
| 15 | Capstone Investment Advisors, LLC | 36K | $2.3M | —Held | Q2 2026 | |
| 16 | Stifel Financial Corp | 35K | $2.1M | ▲+1.6% Added · +556 sh | Q1 2026 | |
| 17 | Thomas J. Herzfeld Advisors, Inc. | 32K | $2.0M | ▼−2.2% Reduced · −726 sh | Q2 2026 | |
| 18 | Bank Of America Corp | 31K | $1.8M | ▼−2.9% Reduced · −903 sh | Q1 2026 | |
| 19 | CSS LLC | 30K | $1.9M | ▼−3.9% Reduced · −1K sh | Q2 2026 | |
| 20 | Wells Fargo & Company | 30K | $1.7M | ▼−11% Reduced · −4K sh | Q1 2026 | |
| 21 | Raymond James Financial Inc | 27K | $1.6M | ▲+0.9% Added · +237 sh | Q1 2026 | |
| 22 | Samalin Investment Counsel, LLC | 25K | $1.6M | ▲+87% Added · +12K sh | Q2 2026 | |
| 23 | Guggenheim Capital LLC | 23K | $1.3M | ▼−4.6% Reduced · −1K sh | Q1 2026 | |
| 24 | Commonwealth Equity Services, LLC | 21K | $1.2M | ▼−0.2% Reduced · −48 sh | Q1 2026 | |
| 25 | HighTower Advisors, LLC | 21K | $1.2M | ▼−18% Reduced · −5K 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, 4 funds opened a new position in GAM and 7 added to an existing one, while 6 reduced. 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 | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 34 funds | $21.9B |
| Nvidia CorpNVDA | 33 funds | $25.5B |
| Meta Platforms Inc-Class AMETA | 33 funds | $7.7B |
| Chevron CorpCVX | 33 funds | $4.0B |
| Apple IncAAPL | 32 funds | $20.5B |
| Amazon.com IncAMZN | 32 funds | $17.1B |
| Alphabet Inc-CL AGOOGL | 32 funds | $14.9B |
| Bank Of America CorpBAC | 32 funds | $4.9B |
| Tesla IncTSLA | 32 funds | $4.1B |
| Johnson & JohnsonJNJ | 32 funds | $4.0B |
| JPMorgan Chase & CoJPM | 31 funds | $6.3B |
| Procter & Gamble CoPG | 31 funds | $5.0B |
Ranked by how many of GAM's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in GAM.
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.