13 tracked 13F filers disclose a position in GEQ as of the latest SEC 13F filings, a combined $32.4M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Robertson Stephens Wealth Management, LLC | $9.2M | 180K | ▲New +180K sh | Q2 2026 | |
| 2 | Berger Financial Group, Inc | $8.3M | 162K | ▲New +162K sh | Q2 2026 | |
| 3 | SUMMIT WEALTH & RETIREMENT PLANNING, INC. | $3.2M | 63K | ▲New +63K sh | Q2 2026 | |
| 4 | Forthright Family Wealth Advisory LLC | $2.0M | 40K | ▲New +40K sh | Q2 2026 | |
| 5 | Well Done, LLC | $2.0M | 39K | ▲New +39K sh | Q2 2026 | |
| 6 | Walkner Condon Financial Advisors LLC | $1.7M | 34K | ▲New +34K sh | Q2 2026 | |
| 7 | Wealthcare Advisory Partners LLC | $1.4M | 27K | ▲New +27K sh | Q2 2026 | |
| 8 | Pacific Sage Partners, LLC | $994K | 19K | ▲New +19K sh | Q2 2026 | |
| 9 | BAKER BOYER NATIONAL BANK | $961K | 19K | ▲New +19K sh | Q2 2026 | |
| 10 | A4 Wealth Advisors LLC | $862K | 17K | ▲New +17K sh | Q2 2026 | |
| 11 | Sherman Wealth Management LLC | $781K | 15K | ▲New +15K sh | Q2 2026 | |
| 12 | THOR INVESTMENT MANAGEMENT INC /OH/ /ADV | $566K | 11K | ▲New +11K sh | Q2 2026 | |
| 13 | J. M. Brown & Associates Inc. | $337K | 7K | ▲New +7K 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, 6 funds opened a new position in GEQ, while 0 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 | 5 funds | $112.4M |
| VANGUARD VALUE ETFVTV | 5 funds | $40.6M |
| ALPHABET INC-CL AGOOGL | 5 funds | $40.2M |
| CATERPILLAR INCCAT | 5 funds | $19.2M |
| PROCTER & GAMBLE CO/THEPG | 5 funds | $8.5M |
| SCHWAB US LARGE-CAP GROWTHSCHG | 4 funds | $113.9M |
| NVIDIA CORPNVDA | 4 funds | $109.6M |
| VANGUARD GROWTH ETFVUG | 4 funds | $105.0M |
| VANGUARD S&P 500 ETFVOO | 4 funds | $81.5M |
| INVESCO QQQ TRUST SERIES 1QQQ | 4 funds | $72.9M |
| MICROSOFT CORPMSFT | 4 funds | $51.2M |
| AMAZON.COM INCAMZN | 4 funds | $50.5M |
Ranked by how many of GEQ's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| AAEQETF | 32 funds | $264.9M |
| AAUACom | 30 funds | $226.0M |
| ORRMILITIA LONG/SHO | 28 funds | $63.3M |
| USEWExchange Traded Fund | 26 funds | $113.8M |
| AAUSETF | 23 funds | $330.7M |
| FMTMmc | 18 funds | $31.8M |
| GEWETF | 17 funds | $38.4M |
| TOVJLENS 500 JEWISH | 16 funds | $16.0M |
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 GEQ
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/GEQ/capital-change-brief"
Use Arkolith's capital_change_brief for GEQ. 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 GEQ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.