Among active 13F managers last quarter, 4 opened and 2 added, while 1 reduced; the largest holder to move was Cary Street Partners Financial LLC (+7.0%).
13 tracked 13F filers disclose a position in GUMI as of the latest SEC 13F filings, a combined $16.2M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Goldman Sachs Group Inc | 114K | $5.7M | ▲+19% Added · +18K sh | Q1 2026 | |
| 2 | HighTower Advisors, LLC | 93K | $4.7M | ▲+61% Added · +35K sh | Q1 2026 | |
| 3 | Cary Street Partners Financial LLC | 22K | $1.1M | ▲+7.0% Added · +1K sh | Q1 2026 | |
| 4 | Stifel Financial Corp | 20K | $1.0M | —Held | Q1 2026 | |
| 5 | XY Planning Network, Inc. | 16K | $830K | ▲New +16K sh | Q2 2026 | |
| 6 | SFMG, LLC | 12K | $610K | ▲+24% Added · +2K sh | Q2 2026 | |
| 7 | Axxcess Wealth Management, LLC | 10K | $504K | ▼−50% Reduced · −10K sh | Q2 2026 | |
| 8 | Citadel Advisors LLC | 8K | $408K | ▲New +8K sh | Q2 2026 | |
| 9 | Ameritas Advisory Services, LLC | 7K | $356K | —Held | Q2 2026 | |
| 10 | Keebeck Wealth Management | 7K | $351K | ▲+76% Added · +3K sh | Q2 2026 | |
| 11 | Occidental Asset Management, LLC | 5K | $252K | ▲New +5K sh | Q2 2026 | |
| 12 | Summit Financial, LLC | 4K | $212K | ▲New +4K sh | Q2 2026 | |
| 13 | Capital Investment Advisory Services, LLC | 2K | $100K | ▼−31% Reduced · −900 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, 4 funds opened a new position in GUMI and 2 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 |
|---|---|---|
| Amazon.com IncAMZN | 8 funds | $2.8B |
| Nvidia CorpNVDA | 8 funds | $2.8B |
| Apple IncAAPL | 8 funds | $2.7B |
| Microsoft CorpMSFT | 8 funds | $1.7B |
| Eli Lilly & CoLLY | 8 funds | $1.2B |
| Broadcom IncAVGO | 8 funds | $1.2B |
| Alphabet Inc-CL CGOOG | 8 funds | $1.1B |
| Advanced Micro DevicesAMD | 8 funds | $1.0B |
| Applied Materials IncAMAT | 8 funds | $882.2M |
| Abbvie IncABBV | 8 funds | $870.6M |
| JPMorgan Chase & CoJPM | 8 funds | $857.0M |
| Kla CorpKLAC | 8 funds | $789.7M |
Ranked by how many of GUMI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in GUMI.
No filings captured for this ticker in the live stream yet.
Connected entities for GUMI
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/GUMI/capital-change-brief"
Use Arkolith's capital_change_brief for GUMI. 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 GUMI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.