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/GSIE/capital-change-brief"
Use Arkolith's capital_change_brief for GSIE. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | $977.0M | 22.7M | ▲+2.4% Added · +532K sh | Q1 2026 | |
| 2 | Annex Advisory Services, LLC | $282.7M | 6.2M | ▲+11% Added · +610K sh | Q2 2026 | |
| 3 | LPL Financial LLC | $253.6M | 5.9M | ▲+1.7% Added · +98K sh | Q1 2026 | |
| 4 | VANTAGEPOINT INVESTMENT ADVISERS LLC | $234.2M | 5.4M | —Held | Q1 2026 | |
| 5 | SigFig Wealth Management, LLC | $209.5M | 4.9M | ▲+8.5% Added · +380K sh | Q1 2026 | |
| 6 | BANK OF AMERICA CORP /DE/ | $191.4M | 4.4M | ▼−5.3% Reduced · −247K sh | Q1 2026 | |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $179.9M | 4.2M | ▲+52% Added · +1.4M sh | Q1 2026 | |
| 8 | MORGAN STANLEY | $136.1M | 3.2M | ▼−4.8% Reduced · −158K sh | Q1 2026 | |
| 9 | HB Wealth Management, LLC | $110.2M | 2.6M | ▼−1.4% Reduced · −36K sh | Q1 2026 | |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $89.1M | 2.1M | ▲+6.3% Added · +123K sh | Q1 2026 | |
| 11 | Cetera Investment Advisers | $87.3M | 2.0M | ▲+231% Added · +1.4M sh | Q1 2026 | |
| 12 | GOLDMAN SACHS GROUP INC | $75.3M | 1.7M | ▲+0.5% Added · +8K sh | Q1 2026 | |
| 13 | Financial Management Professionals, Inc. | $64.5M | 1.4M | ▲+3.3% Added · +45K sh | Q2 2026 | |
| 14 | Cerity Partners LLC | $55.5M | 1.3M | ▼−5.8% Reduced · −80K sh | Q1 2026 | |
| 15 | RAYMOND JAMES FINANCIAL INC | $45.9M | 1.1M | ▲+12% Added · +115K sh | Q1 2026 | |
| 16 | High Probability Advisors, LLC | $48.6M | 1.1M | ▲+7.5% Added · +74K sh | Q2 2026 | |
| 17 | FIRST FOUNDATION ADVISORS | $44.2M | 1.0M | ▲+1.4% Added · +15K sh | Q1 2026 | |
| 18 | UBS Group AG | $44.1M | 1.0M | ▲+5.2% Added · +51K sh | Q1 2026 | |
| 19 | OneDigital Investment Advisors LLC | $43.5M | 1.0M | ▲+1.4% Added · +14K sh | Q1 2026 | |
| 20 | PRINCIPAL SECURITIES, INC. | $43.4M | 1.0M | ▲+6.4% Added · +61K sh | Q1 2026 | |
| 21 | Corient Private Wealth LLC | $40.0M | 928K | ▼−3.4% Reduced · −33K sh | Q1 2026 | |
| 22 | ROYAL BANK OF CANADA | $39.7M | 921K | ▼−5.0% Reduced · −48K sh | Q1 2026 | |
| 23 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $38.6M | 895K | ▲+324% Added · +683K sh | Q1 2026 | |
| 24 | Strategic Financial Services, Inc. | $38.4M | 890K | ▼−1.5% Reduced · −13K sh | Q1 2026 | |
| 25 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $31.5M | 731K | ▼−0.4% Reduced · −3K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 98 funds | $23.0B |
| BROADCOM INCAVGO | 98 funds | $10.0B |
| JPMORGAN CHASE & COJPM | 98 funds | $9.7B |
| ELI LILLY & COLLY | 98 funds | $6.3B |
| VISA INC-CLASS A SHARESV | 98 funds | $5.9B |
| EXXON MOBIL CORPXOM | 98 funds | $5.4B |
| COSTCO WHOLESALE CORPCOST | 98 funds | $5.3B |
| TESLA INCTSLA | 98 funds | $4.1B |
| MASTERCARD INC - AMA | 98 funds | $3.8B |
| CHEVRON CORPCVX | 98 funds | $3.7B |
| PROCTER & GAMBLE CO/THEPG | 98 funds | $2.9B |
| CATERPILLAR INCCAT | 98 funds | $2.9B |
Ranked by how many of GSIE's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for GSIE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.