74 tracked 13F filers disclose a position in GSEP as of the latest SEC 13F filings, a combined $202.2M 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 | AE Wealth Management LLC | $60.9M | 1.6M | ▼−0.5% Reduced · −8K sh | Q1 2026 | |
| 2 | RAYMOND JAMES FINANCIAL INC | $26.9M | 706K | ▼−3.0% Reduced · −21K sh | Q1 2026 | |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $17.6M | 461K | ▼−15% Reduced · −82K sh | Q1 2026 | |
| 4 | OSAIC HOLDINGS, INC. | $12.5M | 327K | ▼−16% Reduced · −62K sh | Q1 2026 | |
| 5 | MAI Capital Management | $11.3M | 296K | ▼−35% Reduced · −160K sh | Q1 2026 | |
| 6 | Kestra Advisory Services, LLC | $11.2M | 294K | ▲+6.1% Added · +17K sh | Q1 2026 | |
| 7 | Cetera Investment Advisers | $8.3M | 218K | ▲+3.7% Added · +8K sh | Q1 2026 | |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $6.4M | 169K | ▲+0.4% Added · +746 sh | Q1 2026 | |
| 9 | US BANCORP \DE\ | $4.9M | 129K | ▼−10% Reduced · −15K sh | Q1 2026 | |
| 10 | LPL Financial LLC | $4.6M | 120K | ▲+20% Added · +20K sh | Q1 2026 | |
| 11 | MML INVESTORS SERVICES, LLC | $4.4M | 116K | ▼−29% Reduced · −48K sh | Q1 2026 | |
| 12 | HBW ADVISORY SERVICES LLC | $4.1M | 99K | ▼−3.3% Reduced · −3K sh | Q2 2026 | |
| 13 | Americana Partners, LLC | $3.4M | 89K | ▼−45% Reduced · −72K sh | Q1 2026 | |
| 14 | CITY HOLDING CO | $2.2M | 54K | —Held | Q2 2026 | |
| 15 | KESTRA PRIVATE WEALTH SERVICES, LLC | $1.2M | 32K | —Held | Q1 2026 | |
| 16 | OLD MISSION CAPITAL LLC | $1.2M | 31K | ▲+247% Added · +22K sh | Q1 2026 | |
| 17 | Kovack Advisors, Inc. | $1.2M | 30K | ▼−5.1% Reduced · −2K sh | Q1 2026 | |
| 18 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Withheld | 26K | —Held | Q2 2026 | |
| 19 | Csenge Advisory Group | $960K | 25K | ▲+19% Added · +4K sh | Q1 2026 | |
| 20 | CreativeOne Wealth, LLC | $958K | 25K | ▼−0.2% Reduced · −41 sh | Q1 2026 | |
| 21 | Sanctuary Advisors, LLC | $947K | 25K | ▼−7.2% Reduced · −2K sh | Q1 2026 | |
| 22 | Prospera Financial Services Inc | $1.0M | 25K | —Held | Q2 2026 | |
| 23 | TRUIST FINANCIAL CORP | $939K | 25K | ▲+1.0% Added · +235 sh | Q1 2026 | |
| 24 | NorthCrest Asset Manangement, LLC | $950K | 23K | —Held | Q2 2026 | |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $772K | 20K | ▲New +20K 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 GSEP and 9 added to an existing one, while 10 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 37 funds | $12.6B |
| NVIDIA CORPNVDA | 37 funds | $9.8B |
| MICROSOFT CORPMSFT | 37 funds | $6.6B |
| ALPHABET INC-CL AGOOGL | 37 funds | $4.6B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 37 funds | $4.3B |
| BROADCOM INCAVGO | 37 funds | $3.5B |
| JPMORGAN CHASE & COJPM | 37 funds | $3.4B |
| META PLATFORMS INC-CLASS AMETA | 37 funds | $3.3B |
| ALPHABET INC-CL CGOOG | 37 funds | $3.0B |
| ISHARES CORE U.S. AGGREGATEAGG | 37 funds | $2.7B |
| VANGUARD VALUE ETFVTV | 37 funds | $2.4B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 37 funds | $2.2B |
Ranked by how many of GSEP's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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/GSEP/capital-change-brief"
Use Arkolith's capital_change_brief for GSEP. 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 GSEP. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.