S&P 500 CORE PREMIUM INCOME (GPIX) Institutional Ownership Changes & 13F Activity
S&P 500 CORE PREMIUM INCOME (GPIX). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Bank Of America Corp, Ameriprise Financial Inc, Wells Fargo & Company/Mn, Wny Asset Management, Llc, and Raymond James Financial Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Buy | +2,504 | +41.2% | 8,583 | $476.96K | Q2 2026 | Sep 09, 2026 |
| Kingsview Wealth Management, Llc | Sell | -68,285 | -46.6% | 78,162 | $4.34M | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Sell | -2,011 | -11.6% | 15,369 | $854.06K | Q2 2026 | Aug 18, 2026 |
| Wny Asset Management, Llc | Buy | +390,965 | — | 390,965 | $21.73M | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Buy | +82,793 | +24.1% | 426,110 | $23.68M | Q2 2026 | Aug 17, 2026 |
| United Capital Financial Advisors, Llc | Buy | +13,847 | +16.9% | 95,717 | $5.32M | Q2 2026 | Aug 17, 2026 |
| Jefferies Financial Group Inc. | Buy | +6,340 | — | 6,340 | $352.31K | Q2 2026 | Aug 17, 2026 |
| Comprehensive Money Management Services Llc | Buy | +675 | +8.5% | 8,580 | $476.79K | Q2 2026 | Aug 17, 2026 |
| Bank Of America Corp | Buy | +1,593,973 | +53.9% | 4,551,025 | $252.90M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +765,288 | — | 765,288 | $42.52M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +665,467 | +38.8% | 2,380,981 | $132.31M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +375,204 | +31.1% | 1,580,262 | $87.82M | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, Llc | Buy | +225,584 | +38.7% | 808,515 | $44.93M | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | Buy | +175,988 | +2789.0% | 182,298 | $10.13M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +170,745 | +45.3% | 547,354 | $30.42M | Q2 2026 | Aug 14, 2026 |
| Mai Capital Management | Buy | +150,834 | — | 150,834 | $8.38M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +131,651 | +141.0% | 225,034 | $12.51M | Q2 2026 | Aug 14, 2026 |
| Navis Wealth Advisors, Llc | Buy | +114,143 | +242.3% | 161,253 | $8.96M | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, Llc | Buy | +89,498 | +378.3% | 113,158 | $6.29M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +63,229 | +18.8% | 400,098 | $22.23M | Q2 2026 | Aug 14, 2026 |
| Kintra Wealth, Llc | Buy | +58,462 | +13.5% | 490,051 | $27.77M | Q2 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Buy | +58,075 | +10.1% | 633,359 | $35.20M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +47,232 | +136.6% | 81,808 | $4.46M | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +24,752 | — | 24,752 | $1.38M | Q2 2026 | Aug 14, 2026 |
| Old Mission Capital Llc | Buy | +22,258 | — | 22,258 | $1.24M | Q2 2026 | Aug 14, 2026 |
| &Partners | Buy | +10,513 | +56.2% | 29,231 | $1.65M | Q2 2026 | Aug 14, 2026 |
| Wick Capital Partners, Llc | Buy | +9,523 | +4.6% | 214,500 | $11.92M | Q2 2026 | Aug 14, 2026 |
| Invst, Llc | Buy | +8,588 | +14.6% | 67,553 | $3.75M | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, Llc | Buy | +7,264 | +8.6% | 91,876 | $5.11M | Q2 2026 | Aug 14, 2026 |
| Excelsior Advisor Network Llc | Buy | +6,572 | — | 6,572 | $365.20K | Q2 2026 | Aug 14, 2026 |
Frequently asked questions about GPIX activity
Which institutional owners are buying GPIX?
Institutional owners buying GPIX include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in GPIX activity?
"Buy" means an investor increased their reported position in GPIX compared to the prior reporting period. This reflects growing exposure to S&P 500 CORE PREMIUM INCOME (GPIX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in GPIX increasing?
Institutional interest in GPIX can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.