Among active 13F managers last quarter, 5 opened and 14 added, while 17 reduced; the largest holder to move was Principal Securities, Inc. (+72%).
183 tracked 13F filers disclose a position in GEM as of the latest SEC 13F filings, a combined $1.2B 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 | Wells Fargo & Company | 4.0M | $174.8M | ▼−2.0% Reduced · −81K sh | Q1 2026 | |
| 2 | SigFig Wealth Management, LLC | 3.3M | $144.5M | ▲+3.2% Added · +104K sh | Q1 2026 | |
| 3 | Goldman Sachs Group Inc | 3.0M | $131.7M | ▲+7.3% Added · +208K sh | Q1 2026 | |
| 4 | LPL Financial LLC | 2.1M | $88.9M | ▲+2.3% Added · +45K sh | Q1 2026 | |
| 5 | Envestnet Asset Management Inc | 1.5M | $64.8M | ▲+81% Added · +672K sh | Q1 2026 | |
| 6 | Arvest Bank Trust Division | 1.1M | $57.6M | ▼−2.4% Reduced · −28K sh | Q2 2026 | |
| 7 | HB Wealth Management, LLC | 911K | $47.4M | ▼−3.1% Reduced · −29K sh | Q2 2026 | |
| 8 | Morgan Stanley | 809K | $34.9M | ▲+18% Added · +124K sh | Q1 2026 | |
| 9 | Bank Of America Corp | 673K | $29.1M | ▲+14% Added · +84K sh | Q1 2026 | |
| 10 | United Capital Financial Advisors, LLC | 643K | $33.4M | ▲+16% Added · +90K sh | Q2 2026 | |
| 11 | Principal Securities, Inc. | 597K | $31.0M | ▲+72% Added · +249K sh | Q2 2026 | |
| 12 | Royal Bank Of Canada | 486K | $21.0M | ▲+56% Added · +174K sh | Q1 2026 | |
| 13 | First Foundation Advisors | 428K | $22.3M | ▲+5.3% Added · +22K sh | Q2 2026 | |
| 14 | Raymond James Financial Inc | 427K | $18.5M | ▲+3.6% Added · +15K sh | Q1 2026 | |
| 15 | Envestnet Portfolio Solutions, Inc. | 394K | $20.5M | ▲+82% Added · +178K sh | Q2 2026 | |
| 16 | Cetera Investment Advisers | 355K | $15.3M | ▼−1.0% Reduced · −4K sh | Q1 2026 | |
| 17 | UBS Group AG | 305K | $13.2M | ▲+3.9% Added · +11K sh | Q1 2026 | |
| 18 | Commonwealth Equity Services, LLC | 272K | $11.7M | ▲+52% Added · +93K sh | Q1 2026 | |
| 19 | American National Bank & Trust | 260K | $13.5M | ▲+21% Added · +46K sh | Q2 2026 | |
| 20 | Apella Capital, LLC | 239K | $12.0M | ▼−3.1% Reduced · −8K sh | Q2 2026 | |
| 21 | Sanctuary Advisors, LLC | 231K | $12.0M | ▲+1.6% Added · +4K sh | Q2 2026 | |
| 22 | Vestmark Advisory Solutions, Inc. | 215K | $11.2M | ▲+2.9% Added · +6K sh | Q2 2026 | |
| 23 | Elevation Point Wealth Partners, LLC | 215K | $11.2M | ▲+0.3% Added · +556 sh | Q2 2026 | |
| 24 | Strategic Financial Services, Inc. | 206K | $10.7M | ▼−7.2% Reduced · −16K sh | Q2 2026 | |
| 25 | Spinnaker Trust | 187K | $9.7M | ▼−3.2% Reduced · −6K 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, 5 funds opened a new position in GEM and 14 added to an existing one, while 17 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 |
|---|---|---|
| Nvidia CorpNVDA | 86 funds | $52.3B |
| Apple IncAAPL | 86 funds | $42.5B |
| Ishares Core S&P 500 ETFIVV | 86 funds | $27.2B |
| Alphabet Inc-CL AGOOGL | 85 funds | $20.4B |
| Microsoft CorpMSFT | 84 funds | $34.4B |
| Amazon.com IncAMZN | 84 funds | $25.3B |
| SS SPDR S&P 500 ETF Trust-USSPY | 84 funds | $3.2B |
| Alphabet Inc-CL CGOOG | 83 funds | $15.0B |
| Meta Platforms Inc-Class AMETA | 83 funds | $12.4B |
| Tesla IncTSLA | 83 funds | $10.9B |
| JPMorgan Chase & CoJPM | 83 funds | $8.7B |
| Johnson & JohnsonJNJ | 83 funds | $7.9B |
Ranked by how many of GEM's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in GEM.
| Class | 13F holders | Value held |
|---|---|---|
| GSLCmc | 586 funds | $11.2B |
| GBILmc | 349 funds | $5.4B |
| GSIEmc | 318 funds | $4.7B |
| GEMthis pagecommon | 183 funds | $1.2B |
| GSEWmc | 178 funds | $1.1B |
| GSSTULTRA SHORT BOND | 149 funds | $1.1B |
| GSSCmc | 138 funds | $631.3M |
| GIGBFUND | 91 funds | $668.6M |
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 GEM
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/GEM/capital-change-brief"
Use Arkolith's capital_change_brief for GEM. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + the live filing stream, joined for GEM. Filings are public domain, sourced to SEC EDGAR.