Among active 13F managers last quarter, 7 opened and 10 added, while 18 reduced; the largest holder to move was HBW Advisory Services LLC (−3.3%).
105 tracked 13F filers disclose a position in GSEP as of the latest SEC 13F filings, a combined $217.5M 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 | AE Wealth Management LLC | 1.6M | $60.9M | ▼−0.5% Reduced · −8K sh | Q1 2026 | |
| 2 | Raymond James Financial Inc | 706K | $26.9M | ▼−3.0% Reduced · −21K sh | Q1 2026 | |
| 3 | Commonwealth Equity Services, LLC | 461K | $17.6M | ▼−15% Reduced · −82K sh | Q1 2026 | |
| 4 | Osaic Holdings, Inc. | 327K | $12.5M | ▼−16% Reduced · −62K sh | Q1 2026 | |
| 5 | Kestra Advisory Services, LLC | 264K | $10.8M | ▼−10% Reduced · −30K sh | Q2 2026 | |
| 6 | Cetera Investment Advisers | 218K | $8.3M | ▲+3.7% Added · +8K sh | Q1 2026 | |
| 7 | Envestnet Asset Management Inc | 169K | $6.4M | ▲+0.4% Added · +746 sh | Q1 2026 | |
| 8 | MML Investors Services, LLC | 156K | $6.4M | ▲+34% Added · +40K sh | Q2 2026 | |
| 9 | First International Bank of Israel Ltd. | 145K | $5.9M | —Held | Q2 2026 | |
| 10 | US Bancorp | 129K | $4.9M | ▼−10% Reduced · −15K sh | Q1 2026 | |
| 11 | LPL Financial LLC | 120K | $4.6M | ▲+20% Added · +20K sh | Q1 2026 | |
| 12 | HBW Advisory Services LLC | 99K | $4.1M | ▼−3.3% Reduced · −3K sh | Q2 2026 | |
| 13 | Schulz Wealth, LTD. | 95K | $3.9M | ▼−1.7% Reduced · −2K sh | Q2 2026 | |
| 14 | Americana Partners, LLC | 57K | $2.3M | ▼−36% Reduced · −32K sh | Q2 2026 | |
| 15 | City Holding Co | 54K | $2.2M | —Held | Q2 2026 | |
| 16 | MAI Capital Management | 43K | $1.8M | ▼−85% Reduced · −253K sh | Q2 2026 | |
| 17 | Kraematon Investment Advisors, Inc | 39K | $1.6M | ▼−21% Reduced · −11K sh | Q2 2026 | |
| 18 | Citadel Advisors LLC | 39K | $1.6M | ▲+158% Added · +24K sh | Q2 2026 | |
| 19 | CreativeOne Wealth, LLC | 35K | $1.5M | ▲+41% Added · +10K sh | Q2 2026 | |
| 20 | Kestra Private Wealth Services, LLC | 32K | $1.3M | —Held | Q2 2026 | |
| 21 | Old Mission Capital LLC | 31K | $1.2M | ▲+247% Added · +22K sh | Q1 2026 | |
| 22 | Kovack Advisors, Inc. | 28K | $1.2M | ▼−7.0% Reduced · −2K sh | Q2 2026 | |
| 23 | Wealth Enhancement Advisory Services, LLC | 26K | Withheld | —Held | Q2 2026 | |
| 24 | Prospera Financial Services Inc | 25K | $1.0M | —Held | Q2 2026 | |
| 25 | Truist Financial Corp | 25K | $939K | ▲+1.0% Added · +235 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, 7 funds opened a new position in GSEP and 10 added to an existing one, while 18 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 | 61 funds | $7.6B |
| Microsoft CorpMSFT | 61 funds | $4.3B |
| Tesla IncTSLA | 61 funds | $1.4B |
| Nvidia CorpNVDA | 60 funds | $6.8B |
| Amazon.com IncAMZN | 60 funds | $5.1B |
| SS SPDR S&P 500 ETF Trust-USSPY | 60 funds | $3.3B |
| JPMorgan Chase & CoJPM | 60 funds | $2.2B |
| Berkshire Hathaway Inc-CL BBRK/B | 60 funds | $1.7B |
| Alphabet Inc-CL AGOOGL | 59 funds | $3.0B |
| Micron Technology IncMU | 59 funds | $1.7B |
| Ishares Core S&P 500 ETFIVV | 58 funds | $17.3B |
| Vanguard Total Stock MKT ETFVTI | 58 funds | $2.8B |
Ranked by how many of GSEP's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in GSEP.
| Class | 13F holders | Value held |
|---|---|---|
| BUFDmc | 201 funds | $1.4B |
| BUFQmc | 173 funds | $1.0B |
| FJULmc | 140 funds | $251.9M |
| FDECmc | 137 funds | $307.6M |
| FSEPmc | 137 funds | $287.4M |
| FAPRmc | 136 funds | $216.3M |
| BUFZmc | 132 funds | $769.2M |
| GJULmc | 115 funds | $196.4M |
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 GSEP
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.