Among active 13F managers last quarter, 4 opened and 7 added, while 10 reduced; the largest holder to move was Mainstay Capital Management LLC (−18%).
65 tracked 13F filers disclose a position in GDE as of the latest SEC 13F filings, a combined $234.4M 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 | Mainstay Capital Management LLC | 1.6M | $100.1M | ▼−18% Reduced · −350K sh | Q2 2026 | |
| 2 | Alpine Bank Wealth Management | 615K | $37.6M | ▼−0.9% Reduced · −6K sh | Q2 2026 | |
| 3 | Focus Partners Wealth | 214K | $13.5M | ▼−1.9% Reduced · −4K sh | Q1 2026 | |
| 4 | CWM, LLC | 213K | $13.4M | ▲+11% Added · +22K sh | Q1 2026 | |
| 5 | Magnolia Private Wealth, LLC | 205K | Withheld | ▼−4.0% Reduced · −9K sh | Q2 2026 | |
| 6 | Wealthcare Advisory Partners LLC | 135K | $8.3M | ▲+4.5% Added · +6K sh | Q2 2026 | |
| 7 | OneDigital Investment Advisors LLC | 112K | $7.1M | ▲New +112K sh | Q1 2026 | |
| 8 | Kestra Advisory Services, LLC | 101K | $6.1M | ▲+22% Added · +18K sh | Q2 2026 | |
| 9 | Fermata Advisors, LLC | 87K | $5.3M | ▲+13% Added · +10K sh | Q2 2026 | |
| 10 | Osaic Holdings, Inc. | 53K | $3.3M | ▲+2.8% Added · +1K sh | Q1 2026 | |
| 11 | Great Valley Advisor Group, Inc. | 52K | $3.2M | ▼−0.4% Reduced · −228 sh | Q2 2026 | |
| 12 | Ameriprise Financial Inc | 43K | $2.7M | ▼−21% Reduced · −11K sh | Q1 2026 | |
| 13 | Morgan Stanley | 36K | $2.3M | ▼~0% Reduced · −1 sh | Q1 2026 | |
| 14 | Aspire Capital Advisors LLC | 35K | $2.1M | ▲+31% Added · +8K sh | Q2 2026 | |
| 15 | SFG Wealth Management, LLC. | 33K | $2.0M | ▼−0.7% Reduced · −225 sh | Q2 2026 | |
| 16 | Susquehanna International Group, LLP | 30K | $1.9M | ▲New +30K sh | Q1 2026 | |
| 17 | Optima Capital LLC | 27K | $1.7M | ▼−20% Reduced · −7K sh | Q2 2026 | |
| 18 | Arkadios Wealth Advisors | 27K | $1.6M | ▲+53% Added · +9K sh | Q2 2026 | |
| 19 | Jane Street Group, LLC | 27K | $1.7M | ▲+9.2% Added · +2K sh | Q1 2026 | |
| 20 | Spinnaker Investment Group, LLC | 25K | $1.5M | ▲+10% Added · +2K sh | Q2 2026 | |
| 21 | Kingsview Wealth Management, LLC | 21K | $1.3M | ▲+10% Added · +2K sh | Q2 2026 | |
| 22 | SteelPeak Wealth, LLC | 20K | $1.2M | ▲+9.4% Added · +2K sh | Q2 2026 | |
| 23 | Modern Wealth Management, LLC | 20K | $1.2M | —Held | Q2 2026 | |
| 24 | Sanctuary Advisors, LLC | 18K | $1.1M | ▼−40% Reduced · −12K sh | Q2 2026 | |
| 25 | Envestnet Asset Management Inc | 18K | $1.1M | ▲+39% Added · +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. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 4 funds opened a new position in GDE and 7 added to an existing one, while 10 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 |
|---|---|---|
| Apple IncAAPL | 28 funds | $9.1B |
| Nvidia CorpNVDA | 27 funds | $12.0B |
| Amazon.com IncAMZN | 27 funds | $5.4B |
| Meta Platforms Inc-Class AMETA | 27 funds | $2.7B |
| Microsoft CorpMSFT | 26 funds | $9.5B |
| Alphabet Inc-CL AGOOGL | 26 funds | $3.8B |
| Broadcom IncAVGO | 26 funds | $3.7B |
| Ishares Core S&P 500 ETFIVV | 26 funds | $2.5B |
| Vanguard S&P 500 ETFVOO | 26 funds | $1.8B |
| Tesla IncTSLA | 26 funds | $1.6B |
| Eli Lilly & CoLLY | 26 funds | $1.6B |
| Advanced Micro DevicesAMD | 26 funds | $563.4M |
Ranked by how many of GDE's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in GDE.
| Class | 13F holders | Value held |
|---|---|---|
| USFRmc | 564 funds | $9.7B |
| QGRWmc | 149 funds | $1.9B |
| WTAImc | 148 funds | $217.0M |
| NTSXmc | 104 funds | $744.9M |
| WCLDFUND | 86 funds | $129.1M |
| USMFUS MULTIFACTOR ETF | 68 funds | $203.9M |
| GDEthis pagemc | 65 funds | $240.3M |
| GCCmc | 65 funds | $144.0M |
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 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/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 + quarter-over-quarter ownership changes + 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.