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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+2,504+41.2%8,583$476.96KQ2 2026Sep 09, 2026
Kingsview Wealth Management, LlcSell-68,285-46.6%78,162$4.34MQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcSell-2,011-11.6%15,369$854.06KQ2 2026Aug 18, 2026
Wny Asset Management, LlcBuy+390,965390,965$21.73MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+82,793+24.1%426,110$23.68MQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcBuy+13,847+16.9%95,717$5.32MQ2 2026Aug 17, 2026
Jefferies Financial Group Inc.Buy+6,3406,340$352.31KQ2 2026Aug 17, 2026
Comprehensive Money Management Services LlcBuy+675+8.5%8,580$476.79KQ2 2026Aug 17, 2026
Bank Of America CorpBuy+1,593,973+53.9%4,551,025$252.90MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+765,288765,288$42.52MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+665,467+38.8%2,380,981$132.31MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+375,204+31.1%1,580,262$87.82MQ2 2026Aug 14, 2026
Modern Wealth Management, LlcBuy+225,584+38.7%808,515$44.93MQ2 2026Aug 14, 2026
Vestmark Advisory Solutions, Inc.Buy+175,988+2789.0%182,298$10.13MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+170,745+45.3%547,354$30.42MQ2 2026Aug 14, 2026
Mai Capital ManagementBuy+150,834150,834$8.38MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+131,651+141.0%225,034$12.51MQ2 2026Aug 14, 2026
Navis Wealth Advisors, LlcBuy+114,143+242.3%161,253$8.96MQ2 2026Aug 14, 2026
Orion Porfolio Solutions, LlcBuy+89,498+378.3%113,158$6.29MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+63,229+18.8%400,098$22.23MQ2 2026Aug 14, 2026
Kintra Wealth, LlcBuy+58,462+13.5%490,051$27.77MQ2 2026Aug 14, 2026
Cerity Partners LlcBuy+58,075+10.1%633,359$35.20MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+47,232+136.6%81,808$4.46MQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+24,75224,752$1.38MQ2 2026Aug 14, 2026
Old Mission Capital LlcBuy+22,25822,258$1.24MQ2 2026Aug 14, 2026
&PartnersBuy+10,513+56.2%29,231$1.65MQ2 2026Aug 14, 2026
Wick Capital Partners, LlcBuy+9,523+4.6%214,500$11.92MQ2 2026Aug 14, 2026
Invst, LlcBuy+8,588+14.6%67,553$3.75MQ2 2026Aug 14, 2026
Waverly Advisors, LlcBuy+7,264+8.6%91,876$5.11MQ2 2026Aug 14, 2026
Excelsior Advisor Network LlcBuy+6,5726,572$365.20KQ2 2026Aug 14, 2026
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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.