GINN Institutional Ownership & Shareholders

GOLDMAN SACHS INNOVATE EQTY (GINN) is currently held by 41 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $141.71M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.

Goldman Sachs Group Inc is currently the largest disclosed institutional shareholder of GINN tracked by InsiderSet, reporting ownership valued at approximately $87.13M 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 $87.54M, representing an estimated gain of +0.47% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 92% of the total disclosed GINN value among the investors covered in this analysis. Major shareholders include Goldman Sachs Group Inc, Summa Corp., Cerity Partners Llc, and several other long-term asset managers with concentrated positions in GOLDMAN SACHS INNOVATE EQTY (GINN).

This page ranks the largest institutional GINN 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

41

Total Reported Value

$141.71M

Largest Holder

Goldman Sachs Group Inc

Largest Position

$87.13M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

48

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Goldman Sachs Group Inc0.01%1,106,195$87,134,981$87,542,834+$407,853+0.47%
Summa Corp.2.80%170,354$13,802,320$13,481,594-$320,726-2.32%
Cerity Partners Llc0.01%73,443$5,785,000$5,812,184+$27,184+0.47%
Rockefeller Capital Management L.P.0.01%66,555$5,242,537$5,267,076+$24,539+0.47%
Flow Traders U.S. Llc0.16%48,213$3,798,000$3,815,514+$17,514+0.46%
Highland Financial Advisors, Llc0.76%44,198$3,580,984$3,497,772-$83,212-2.32%
Hughes Financial Services, Llc0.42%40,579$3,287,816$3,211,369-$76,447-2.33%
Stonex Group Inc.0.11%36,448$3,000,202$2,884,447-$115,755-3.86%
Bank Of America Corp0.00%36,313$2,860,375$2,873,764+$13,389+0.47%
Gts Securities Llc0.05%30,277$2,384,919$2,396,082+$11,163+0.47%
Susquehanna International Group, Llp0.00%20,178$1,589,421$1,596,861+$7,440+0.47%
Crestwood Advisors Group, Llc0.02%17,974$1,456,279$1,422,439-$33,840-2.32%
Stephens Inc0.01%16,246$1,279,697$1,285,687+$5,990+0.47%
Morgan Stanley0.00%14,492$1,141,610$1,146,878+$5,268+0.46%
Traphagen Investment Advisors Llc0.07%12,968$1,050,654$1,026,271-$24,383-2.32%
New England Private Wealth Advisors Llc0.10%12,573$1,018,674$995,011-$23,663-2.32%
Lpl Financial Llc0.00%11,789$928,615$932,966+$4,351+0.47%
Raymond James Financial Inc0.00%11,203$882,460$886,591+$4,131+0.47%
Berger Financial Group, Inc0.04%8,787$692,192$695,392+$3,200+0.46%
Farther Finance Advisors, Llc0.00%8,024$650,116$635,009-$15,107-2.32%
Gladstone Institutional Advisory Llc0.02%7,998$630,002$632,951+$2,949+0.47%
Cetera Investment Advisers0.00%7,380$581,290$584,044+$2,754+0.47%
Wells Fargo & Company/Mn0.00%4,685$369,037$370,765+$1,728+0.47%
Herold Advisors, Inc.0.07%4,306$348,861$340,771-$8,090-2.32%
Soltis Investment Advisors Llc0.01%3,578$289,914$283,158-$6,756-2.33%
Private Advisor Group, Llc0.00%3,109$244,897$246,042+$1,145+0.47%
Mai Capital Management0.00%2,904$228,749$229,819+$1,070+0.47%
Cassaday & Co Wealth Management Llc0.00%1,854$150,214$146,723-$3,491-2.32%
Cwm, Llc0.00%1,936$132,234$153,213+$20,979+15.86%
American National Bank & Trust0.00%492$39,862$38,936-$926-2.32%
Ashton Thomas Private Wealth, Llc0.00%433$35,082$34,267-$815-2.32%
Sbi Securities Co., Ltd.0.00%400$32,409$31,655-$754-2.33%
Vanguard Advisers Inc0.00%244$19,220$19,310+$90+0.47%
Fifth Third Bancorp0.00%236$18,618$18,677+$59+0.32%
Fmr Llc0.00%151$11,857$11,950+$93+0.78%
Osaic Holdings, Inc.0.00%120$9,452$9,497+$45+0.47%
Ubs Group Ag0.00%43$3,387$3,403+$16+0.47%
Concord Wealth Partners0.00%27$2,188$2,137-$51-2.34%
Simplex Trading, Llc0.00%7$551$554+$3+0.54%
Dhjj Financial Advisors, Ltd.0.00%4$325$317-$8-2.60%
Blue Trust, Inc.0.00%3$232$237+$5+2.33%
Abound Wealth Management0.00%0$1———
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Frequently asked questions about GINN

  • Who are the largest institutional holders of GINN?

    The largest institutional holders of GINN reported in the latest SEC Form 13F filings include Goldman Sachs Group Inc, Summa Corp., Cerity Partners Llc, Rockefeller Capital Management L.P., and Flow Traders U.S. Llc. InsiderSet ranks institutional holders by their latest reported GINN position.

  • What is GINN institutional ownership?

    This page tracks GINN positions reported by institutional investment managers through SEC Form 13F. GOLDMAN SACHS INNOVATE EQTY (GINN) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.

  • How many institutions own GINN?

    InsiderSet currently tracks 41 institutional managers reporting GINN 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 GINN shareholders.

  • How much GINN stock do institutions own?

    Institutional investment managers disclosed approximately $141.71M in GINN holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.

  • When was GINN institutional ownership last updated?

    The latest GINN 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 GINN 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 GINN position after the reporting date.

  • Are institutions buying or selling GINN?

    Institutional buying and selling can be analyzed by comparing GINN positions across consecutive 13F reporting periods. InsiderSet's GINN Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View GINN ownership changes.

  • How has GINN institutional ownership changed over time?

    InsiderSet tracks GINN institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.