GEM Institutional Ownership & Shareholders
GOLDMAN SACHS ACTIVEBETA EM (GEM) is currently held by 193 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.68B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Wells Fargo & Company/Mn is currently the largest disclosed institutional shareholder of GEM tracked by InsiderSet, reporting ownership valued at approximately $226.65M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $203.02M, representing an estimated loss of -10.42% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 69% of the total disclosed GEM value among the investors covered in this analysis. Major shareholders include Wells Fargo & Company/Mn, Goldman Sachs Group Inc, Sigfig Wealth Management, Llc, and several other long-term asset managers with concentrated positions in GOLDMAN SACHS ACTIVEBETA EM (GEM).
This page ranks the largest institutional GEM shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
193
Total Reported Value
$1.68B
Largest Holder
Wells Fargo & Company/Mn
Largest Position
$226.65M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
56
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Wells Fargo & Company/Mn | 0.04% | 4,358,569 | $226,645,589 | $203,022,144 | -$23,623,445 | -10.42% | |
| Goldman Sachs Group Inc | 0.02% | 3,253,188 | $169,165,771 | $151,533,497 | -$17,632,274 | -10.42% | |
| Sigfig Wealth Management, Llc | 4.18% | 3,274,394 | $167,321,110 | $152,521,273 | -$14,799,837 | -8.85% | |
| Envestnet Asset Management Inc | 0.04% | 3,127,532 | $162,631,671 | $145,680,441 | -$16,951,230 | -10.42% | |
| Lpl Financial Llc | 0.03% | 2,192,221 | $113,995,489 | $102,113,654 | -$11,881,835 | -10.42% | |
| Betterment Llc | 0.18% | 2,024,982 | $105,299,000 | $94,323,662 | -$10,975,338 | -10.42% | |
| Arvest Bank Trust Division | 2.80% | 1,106,818 | $57,554,536 | $51,555,582 | -$5,998,954 | -10.42% | |
| State Of Wisconsin Investment Board | 0.11% | 1,091,863 | $56,776,876 | $50,858,979 | -$5,917,897 | -10.42% | |
| Morgan Stanley | 0.00% | 936,843 | $48,715,878 | $43,638,147 | -$5,077,731 | -10.42% | |
| Hb Wealth Management, Llc | 0.24% | 897,251 | $45,849,540 | $41,793,952 | -$4,055,588 | -8.85% | |
| Jane Street Group, Llc | 0.02% | 750,000 | $39,000,000 | $34,935,000 | -$4,065,000 | -10.42% | |
| Bank Of America Corp | 0.00% | 708,584 | $36,846,373 | $33,005,843 | -$3,840,530 | -10.42% | |
| United Capital Financial Advisors, Llc | 0.18% | 642,877 | $33,429,623 | $29,945,211 | -$3,484,412 | -10.42% | |
| Principal Securities, Inc. | 0.37% | 596,572 | $31,021,767 | $27,788,324 | -$3,233,443 | -10.42% | |
| Royal Bank Of Canada | 0.00% | 476,306 | $24,768,000 | $22,186,333 | -$2,581,667 | -10.42% | |
| Cetera Investment Advisers | 0.02% | 466,422 | $24,253,890 | $21,725,937 | -$2,527,953 | -10.42% | |
| First Foundation Advisors | 0.80% | 428,400 | $22,276,814 | $19,954,872 | -$2,321,942 | -10.42% | |
| Arvest Investments, Inc. | 2.67% | 435,742 | $22,266,457 | $20,296,862 | -$1,969,595 | -8.85% | |
| Raymond James Financial Inc | 0.01% | 428,014 | $22,256,714 | $19,936,892 | -$2,319,822 | -10.42% | |
| Envestnet Portfolio Solutions, Inc. | 0.10% | 394,433 | $20,510,516 | $18,372,689 | -$2,137,827 | -10.42% | |
| Ubs Group Ag | 0.00% | 296,207 | $15,402,764 | $13,797,322 | -$1,605,442 | -10.42% | |
| Commonwealth Equity Services, Llc | 0.02% | 263,652 | $13,709,911 | $12,280,910 | -$1,429,001 | -10.42% | |
| American National Bank & Trust | 1.17% | 248,987 | $12,723,235 | $11,597,814 | -$1,125,421 | -8.85% | |
| Sanctuary Advisors, Llc | 0.06% | 230,991 | $12,011,536 | $10,759,561 | -$1,251,975 | -10.42% | |
| Apella Capital, Llc | 0.15% | 231,229 | $11,878,258 | $10,770,647 | -$1,107,611 | -9.32% | |
| Vestmark Advisory Solutions, Inc. | 0.10% | 214,740 | $11,166,480 | $10,002,589 | -$1,163,891 | -10.42% | |
| Elevation Point Wealth Partners, Llc | 0.21% | 214,661 | $11,162,372 | $9,998,909 | -$1,163,463 | -10.42% | |
| Strategic Financial Services, Inc. | 0.47% | 206,166 | $10,720,632 | $9,603,212 | -$1,117,420 | -10.42% | |
| Spinnaker Trust | 0.47% | 187,166 | $9,732,632 | $8,718,192 | -$1,014,440 | -10.42% | |
| Corecap Advisors, Llc | 0.23% | 159,313 | $8,140,940 | $7,420,800 | -$720,140 | -8.85% | |
| Marshall Wace, Llp | 0.01% | 147,817 | $7,686,484 | $6,885,316 | -$801,168 | -10.42% | |
| Central Trust Co | 0.14% | 144,952 | $7,537,504 | $6,751,864 | -$785,640 | -10.42% | |
| Destiny Wealth Partners, Llc | 1.05% | 152,372 | $7,470,810 | $7,097,488 | -$373,322 | -5.00% | |
| Anchor Investment Management, Llc | 0.48% | 123,566 | $6,425,442 | $5,755,704 | -$669,738 | -10.42% | |
| Alphacore Capital Llc | 0.10% | 100,300 | $5,215,611 | $4,671,974 | -$543,637 | -10.42% | |
| Asset Advisors Investment Management, Llc | 0.41% | 92,687 | $4,736,311 | $4,317,360 | -$418,951 | -8.85% | |
| Gladstone Institutional Advisory Llc | 0.15% | 88,316 | $4,592,424 | $4,113,759 | -$478,665 | -10.42% | |
| Keebeck Wealth Management | 0.44% | 86,781 | $4,512,612 | $4,042,259 | -$470,353 | -10.42% | |
| Susquehanna International Group, Llp | 0.00% | 73,367 | $3,815,084 | $3,417,435 | -$397,649 | -10.42% | |
| Old Mission Capital Llc | 0.09% | 71,629 | $3,724,708 | $3,336,479 | -$388,229 | -10.42% | |
| Gfg Capital, Llc | 0.93% | 69,498 | $3,551,331 | $3,237,217 | -$314,114 | -8.84% | |
| 1900 Wealth Management Llc | 0.19% | 66,956 | $3,421,447 | $3,118,810 | -$302,637 | -8.85% | |
| Clay Northam Wealth Management, Llc | 1.58% | 66,267 | $3,386,269 | $3,086,717 | -$299,552 | -8.85% | |
| Newedge Advisors, Llc | 0.01% | 54,330 | $2,825,154 | $2,530,691 | -$294,463 | -10.42% | |
| Baird Financial Group, Inc. | 0.00% | 50,392 | $2,620,384 | $2,347,259 | -$273,125 | -10.42% | |
| Pks Advisory Services, Llc | 0.42% | 50,132 | $2,606,864 | $2,335,149 | -$271,715 | -10.42% | |
| Osaic Holdings, Inc. | 0.00% | 48,156 | $2,504,500 | $2,243,106 | -$261,394 | -10.44% | |
| Atwood & Palmer Inc | 0.11% | 41,918 | $2,142,032 | $1,952,540 | -$189,492 | -8.85% | |
| Jpmorgan Chase & Co | 0.00% | 38,018 | $1,953,744 | $1,770,878 | -$182,866 | -9.36% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 37,788 | $1,903,359 | $1,760,165 | -$143,194 | -7.52% |
Frequently asked questions about GEM
Who are the largest institutional holders of GEM?
The largest institutional holders of GEM reported in the latest SEC Form 13F filings include Wells Fargo & Company/Mn, Goldman Sachs Group Inc, Sigfig Wealth Management, Llc, Envestnet Asset Management Inc, and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported GEM position.
What is GEM institutional ownership?
This page tracks GEM positions reported by institutional investment managers through SEC Form 13F. GOLDMAN SACHS ACTIVEBETA EM (GEM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own GEM?
InsiderSet currently tracks 193 institutional managers reporting GEM holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of GEM shareholders.
How much GEM stock do institutions own?
Institutional investment managers disclosed approximately $1.68B in GEM holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was GEM institutional ownership last updated?
The latest GEM institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional GEM holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its GEM position after the reporting date.
Are institutions buying or selling GEM?
Institutional buying and selling can be analyzed by comparing GEM positions across consecutive 13F reporting periods. InsiderSet's GEM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View GEM ownership changes.
How has GEM institutional ownership changed over time?
InsiderSet tracks GEM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.