Among active 13F managers last quarter, 8 opened and 15 added, while 1 reduced; the largest holder to move was GoalVest Advisory LLC (+13%).
56 tracked 13F filers disclose a position in GMUB as of the latest SEC 13F filings, a combined $204.0M 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 | Composition Wealth, LLC | 854K | $43.9M | ▲+19% Added · +137K sh | Q2 2026 | |
| 2 | GoalVest Advisory LLC | 349K | $17.9M | ▲+13% Added · +41K sh | Q2 2026 | |
| 3 | Stifel Financial Corp | 334K | $17.0M | ▼−1.4% Reduced · −5K sh | Q1 2026 | |
| 4 | United Capital Financial Advisors, LLC | 282K | $14.5M | ▲+6.6% Added · +18K sh | Q2 2026 | |
| 5 | Envestnet Asset Management Inc | 265K | $13.5M | ▲New +265K sh | Q1 2026 | |
| 6 | Private Advisor Group, LLC | 172K | $8.8M | ▲New +172K sh | Q2 2026 | |
| 7 | Mariner, LLC | 163K | $8.3M | ▲New +163K sh | Q1 2026 | |
| 8 | Capital Advisors Wealth Management, LLC | 160K | $8.2M | ▲+30% Added · +37K sh | Q2 2026 | |
| 9 | Pinion Investment Advisors, LLC | 157K | $8.1M | ▲+10% Added · +15K sh | Q2 2026 | |
| 10 | Retirement Planning Group, LLC | 146K | $7.5M | ▲+19% Added · +23K sh | Q2 2026 | |
| 11 | Gentry Private Wealth, LLC | 111K | $5.7M | ▲+7.0% Added · +7K sh | Q2 2026 | |
| 12 | Goldman Sachs Group Inc | 90K | $4.6M | ▲+18% Added · +14K sh | Q1 2026 | |
| 13 | JPMorgan Chase & Co | 86K | $4.4M | ▲+141% Added · +50K sh | Q1 2026 | |
| 14 | Jane Street Group, LLC | 82K | $4.2M | ▲+61% Added · +31K sh | Q1 2026 | |
| 15 | Berger Financial Group, Inc | 74K | $3.8M | ▲+9.0% Added · +6K sh | Q2 2026 | |
| 16 | Sowell Financial Services LLC | 72K | $3.7M | ▲+1.8% Added · +1K sh | Q2 2026 | |
| 17 | Farther Finance Advisors, LLC | 66K | $3.4M | ▲+8.5% Added · +5K sh | Q1 2026 | |
| 18 | Integrated Wealth Concepts LLC | 50K | $2.6M | ▲New +50K sh | Q2 2026 | |
| 19 | Fourth Dimension Wealth, LLC | 46K | $2.4M | ▲New +46K sh | Q2 2026 | |
| 20 | GGM Financial LLC | 45K | $2.3M | ▲+181% Added · +29K sh | Q2 2026 | |
| 21 | LPL Financial LLC | 30K | $1.5M | ▲+186% Added · +20K sh | Q1 2026 | |
| 22 | Syntegra Private Wealth Group, LLC | 27K | $1.4M | ▲New +27K sh | Q2 2026 | |
| 23 | WealthPlan Investment Management, LLC | 27K | $1.4M | ▲+86% Added · +12K sh | Q2 2026 | |
| 24 | Summit Financial, LLC | 26K | $1.3M | ▲New +26K sh | Q2 2026 | |
| 25 | &Partners | 23K | $1.2M | —Held | 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, 8 funds opened a new position in GMUB and 15 added to an existing one, while 1 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 | 26 funds | $3.9B |
| Nvidia CorpNVDA | 26 funds | $3.8B |
| Amazon.com IncAMZN | 26 funds | $3.4B |
| Microsoft CorpMSFT | 26 funds | $2.3B |
| Broadcom IncAVGO | 26 funds | $1.6B |
| Eli Lilly & CoLLY | 26 funds | $1.4B |
| JPMorgan Chase & CoJPM | 26 funds | $1.2B |
| Johnson & JohnsonJNJ | 26 funds | $652.1M |
| Caterpillar IncCAT | 26 funds | $586.6M |
| Intl Business Machines CorpIBM | 26 funds | $345.3M |
| Vanguard S&P 500 ETFVOO | 25 funds | $1.9B |
| Alphabet Inc-CL AGOOGL | 25 funds | $1.7B |
Ranked by how many of GMUB's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in GMUB.
| Class | 13F holders | Value held |
|---|---|---|
| GPIXmc | 321 funds | $2.1B |
| GPIQmc | 258 funds | $1.2B |
| GCORFUND | 69 funds | $829.9M |
| GMUBthis pagemc | 56 funds | $204.0M |
| GTOPTECHNOLOGY OPPOR | 54 funds | $127.4M |
| GGUSMARKETBETA RUSS | 45 funds | $400.8M |
| GSCSMALL CAP EQUITY | 45 funds | $224.9M |
| GINNINNOVAT EQ ETF | 41 funds | $124.0M |
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 GMUB
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/GMUB/capital-change-brief"
Use Arkolith's capital_change_brief for GMUB. 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 GMUB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.