GOLDMAN SACHS EQL WGHT LARGE GSEW
$95.24
+0.7% 52w: $78.19 – $95.24
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data78.1986.7295.24
Jun 20, 2025 Jul 2, 2026
Institutional holders
181
+10 QoQ
13F value
$1.05B
+1.0% QoQ
Smart-money holders
4
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns GSEW?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Integrated Wealth Concepts LLC | Wealth advisor | 1.2M | $101.6M | 0.8% | -0.9% |
| Members Trust Co | Wealth advisor | 1.1M | $92.0M | 3.1% | -1.6% |
| MORGAN STANLEY | Bank broker | 861.1K | $72.9M | 0.0% | -7.1% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 633.7K | $53.6M | 0.0% | +12.6% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 628.5K | $53.2M | 0.0% | -16.8% |
| Aptus Capital Advisors, LLC | Wealth advisor | 543.3K | $46.0M | 0.4% | -7.7% |
| CKW FINANCIAL GROUP | Wealth advisor | 487.8K | $41.5M | 4.5% | +0.6% |
| Great Lakes Retirement, Inc. | Other | 428.8K | $36.3M | 3.8% | +0.9% |
| AMERIPRISE FINANCIAL INC | Bank broker | 407.5K | $34.4M | 0.0% | +0.1% |
| LPL Financial LLC | Bank broker | 400.2K | $33.9M | 0.0% | -10.0% |
| WELLS FARGO & COMPANY/MN | Bank broker | 390.8K | $33.1M | 0.0% | +34.9% |
| GUARDIAN WEALTH ADVISORS, LLC / NC | Wealth advisor | 296.6K | $25.1M | 1.6% | -4.8% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 241.9K | $20.5M | 0.0% | +2186.5% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 235.2K | $19.9M | 0.0% | +14.2% |
| OneDigital Investment Advisors LLC | Wealth advisor | 221.0K | $18.7M | 0.2% | -29.1% |
| IFP Advisors, Inc | Wealth advisor | 219.1K | $18.5M | 0.4% | +3.5% |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | Wealth advisor | 190.3K | $16.1M | 2.5% | +6.6% |
| Horizon Investments, LLC | Diversified mechanical | 156.4K | $13.2M | 0.1% | -6.7% |
| QUEST INVESTMENT MANAGEMENT LLC | Other | 151.6K | $12.8M | 1.5% | +9.5% |
| CoreCap Advisors, LLC | Wealth advisor | 147.2K | $12.5M | 0.4% | +7.1% |
| UBS Group AG | Bank broker | 123.8K | $10.5M | 0.0% | +1.1% |
| Cerity Partners LLC | Diversified mechanical | 107.6K | $9.1M | 0.0% | +14.8% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 104.9K | $8.9M | 0.0% | +4.7% |
| Kilter Group LLC | Wealth advisor | 104.9K | $8.9M | 3.8% | +5.0% |
| Envestnet Portfolio Solutions, Inc. | Wealth advisor | 101.0K | $8.5M | 0.0% | -5.9% |
| Advisors Preferred, LLC | Wealth advisor | 100.0K | $8.5M | 1.2% | +167.4% |
| MTC Wealth Management LLC | Wealth advisor | 99.6K | $8.4M | 4.0% | -5.9% |
| Lineweaver Wealth Advisors, LLC | Wealth advisor | 90.0K | $7.6M | 1.0% | +1.7% |
| Perigon Wealth Management, LLC | Wealth advisor | 90.0K | $7.6M | 0.1% | +3.6% |
| Creative Planning | Wealth advisor | 88.8K | $7.5M | 0.0% | +3.4% |
| Sierra Capital LLC | Wealth advisor | 88.1K | $7.5M | 0.8% | -0.9% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 86.7K | $7.3M | 0.0% | +29.4% |
| ROYAL BANK OF CANADA | Bank broker | 83.9K | $7.1M | 0.0% | -11.3% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 80.5K | $6.9M | 0.0% | -54.6% |
| AlphaCore Capital LLC | Wealth advisor | 77.5K | $6.6M | 0.2% | -7.2% |
| WESCAP Management Group, Inc. | Wealth advisor | 70.3K | $6.0M | 1.2% | +1.4% |
| Dorsey & Whitney Trust CO LLC | Other | 59.0K | $5.0M | 0.3% | Held |
| Wealthcare Advisory Partners LLC | Wealth advisor | 58.8K | $5.0M | 0.1% | +0.9% |
| Wilkins Miller Wealth Management, LLC | Wealth advisor | 58.5K | $5.0M | 3.0% | -3.0% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 58.3K | $4.9M | 0.0% | +15.9% |
| First Interstate Bank | Wealth advisor | 57.8K | $4.9M | 0.3% | -6.3% |
| PARSONS CAPITAL MANAGEMENT INC/RI | Other | 56.5K | $4.8M | 0.2% | +51.5% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 55.2K | $4.7M | 0.1% | +17.5% |
| Gladstone Institutional Advisory LLC | Wealth advisor | 48.5K | $4.1M | 0.2% | +10.2% |
| FIRST NATIONAL BANK OF OMAHA | Other | 49.6K | $4.1M | 0.1% | +11.2% |
| United Advisor Group, LLC | Wealth advisor | 47.8K | $4.0M | 0.5% | -6.9% |
| Kathmere Capital Management, LLC | Wealth advisor | 47.5K | $4.0M | 0.2% | Held |
| Clear Harbor Asset Management, LLC | Other | 46.1K | $3.9M | 0.3% | New |
| JPMORGAN CHASE & CO | Bank broker | 43.8K | $3.6M | 0.0% | +189.4% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 40.1K | $3.4M | 0.0% | +46.5% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.