57 tracked 13F filers disclose a position in GDE as of the latest SEC 13F filings, a combined $95.9M 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 | Focus Partners Wealth | $13.5M | 214K | ▼−1.9% Reduced · −4K sh | Q1 2026 | |
| 2 | CWM, LLC | $13.4M | 213K | ▲+11% Added · +22K sh | Q1 2026 | |
| 3 | Wealthcare Advisory Partners LLC | $8.3M | 135K | ▲+4.5% Added · +6K sh | Q2 2026 | |
| 4 | OneDigital Investment Advisors LLC | $7.1M | 112K | ▲New +112K sh | Q1 2026 | |
| 5 | Kestra Advisory Services, LLC | $6.1M | 101K | ▲+22% Added · +18K sh | Q2 2026 | |
| 6 | Fermata Advisors, LLC | $5.3M | 87K | ▲+13% Added · +10K sh | Q2 2026 | |
| 7 | OSAIC HOLDINGS, INC. | $3.3M | 53K | ▲+2.8% Added · +1K sh | Q1 2026 | |
| 8 | GREAT VALLEY ADVISOR GROUP, INC. | $3.3M | 52K | —Held | Q1 2026 | |
| 9 | AMERIPRISE FINANCIAL INC | $2.7M | 43K | ▼−21% Reduced · −11K sh | Q1 2026 | |
| 10 | MORGAN STANLEY | $2.3M | 36K | ▼~0% Reduced · −1 sh | Q1 2026 | |
| 11 | Aspire Capital Advisors LLC | $2.1M | 35K | ▲+31% Added · +8K sh | Q2 2026 | |
| 12 | SFG Wealth Management, LLC. | $2.0M | 33K | ▼−0.7% Reduced · −225 sh | Q2 2026 | |
| 13 | Sanctuary Advisors, LLC | $1.9M | 30K | ▼−58% Reduced · −42K sh | Q1 2026 | |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.9M | 30K | ▲New +30K sh | Q1 2026 | |
| 15 | OPTIMA CAPITAL LLC | $1.7M | 27K | ▼−20% Reduced · −7K sh | Q2 2026 | |
| 16 | JANE STREET GROUP, LLC | $1.7M | 27K | ▲+9.2% Added · +2K sh | Q1 2026 | |
| 17 | Spinnaker Investment Group, LLC | $1.5M | 25K | ▲+10% Added · +2K sh | Q2 2026 | |
| 18 | SteelPeak Wealth, LLC | $1.2M | 20K | ▲+9.4% Added · +2K sh | Q2 2026 | |
| 19 | Modern Wealth Management, LLC | $1.3M | 20K | ▲New +20K sh | Q1 2026 | |
| 20 | Kingsview Wealth Management, LLC | $1.2M | 19K | ▲+58% Added · +7K sh | Q1 2026 | |
| 21 | ENVESTNET ASSET MANAGEMENT INC | $1.1M | 18K | ▲+39% Added · +5K sh | Q1 2026 | |
| 22 | Arkadios Wealth Advisors | $1.1M | 17K | ▲New +17K sh | Q1 2026 | |
| 23 | Worth Asset Management, LLC | $1.0M | 17K | ▼−7.5% Reduced · −1K sh | Q2 2026 | |
| 24 | JPMORGAN CHASE & CO | $974K | 16K | ▲+43% Added · +5K sh | Q1 2026 | |
| 25 | MERCER GLOBAL ADVISORS INC /ADV | $860K | 14K | ▲New +14K 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, 3 funds opened a new position in GDE and 7 added to an existing one, while 8 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 |
|---|---|---|
| APPLE INCAAPL | 23 funds | $10.4B |
| NVIDIA CORPNVDA | 22 funds | $15.2B |
| AMAZON.COM INCAMZN | 22 funds | $7.0B |
| ISHARES CORE S&P 500 ETFIVV | 22 funds | $5.2B |
| META PLATFORMS INC-CLASS AMETA | 22 funds | $3.7B |
| MICROSOFT CORPMSFT | 21 funds | $10.5B |
| BROADCOM INCAVGO | 21 funds | $4.7B |
| ALPHABET INC-CL AGOOGL | 21 funds | $4.6B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 21 funds | $2.6B |
| TESLA INCTSLA | 21 funds | $2.4B |
| JPMORGAN CHASE & COJPM | 21 funds | $2.3B |
| COSTCO WHOLESALE CORPCOST | 21 funds | $2.3B |
Ranked by how many of GDE's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
| Class | 13F holders | Value held |
|---|---|---|
| USFRmc | 466 funds | $9.1B |
| QGRWmc | 139 funds | $1.7B |
| WTAImc | 125 funds | $173.2M |
| NTSXmc | 88 funds | $729.2M |
| WCLDFUND | 74 funds | $87.2M |
| USMFUS MULTIFACTOR ETF | 66 funds | $232.4M |
| GCCmc | 62 funds | $142.7M |
| GDEthis pagemc | 57 funds | $95.9M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for GDE
This stock 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/GDE/capital-change-brief"
Use Arkolith's capital_change_brief for GDE. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for GDE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.