S&P 500 CORE PREMIUM INCOME (GPIX) Institutional Shareholders
S&P 500 CORE PREMIUM INCOME (GPIX) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $2.04B in GPIX holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of GPIX tracked by InsiderSet, reporting ownership valued at approximately $254.46M in its March 31, 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 $285.93M, representing an estimated gain of +12.37% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 55% of the total disclosed GPIX value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Bank Of America Corp, Mission Wealth Management, Lp, and several other long-term asset managers with concentrated positions in S&P 500 CORE PREMIUM INCOME (GPIX).
This page ranks the largest institutional GPIX 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
326
Total Reported Value
$2.04B
Largest Holder
Lpl Financial Llc
Largest Position
$254.46M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
63
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.07% | 5,085,055 | $254,456,140 | $285,932,643 | +$31,476,503 | +12.37% | |
| Bank Of America Corp | 0.01% | 2,957,052 | $147,970,898 | $166,275,034 | +$18,304,136 | +12.37% | |
| Mission Wealth Management, Lp | 1.51% | 2,185,375 | $121,441,304 | $122,883,636 | +$1,442,332 | +1.19% | |
| Requisite Capital Management, Llc | 21.61% | 2,317,249 | $115,955,164 | $130,298,911 | +$14,343,747 | +12.37% | |
| Hightower Advisors, Llc | 0.11% | 2,087,531 | $104,460,346 | $117,381,868 | +$12,921,522 | +12.37% | |
| Cornerstone Advisory, Llc | 7.91% | 1,715,359 | $95,322,472 | $96,454,637 | +$1,132,165 | +1.19% | |
| Capital Advisors Inc/Ok | 1.30% | 1,584,564 | $88,054,229 | $89,100,034 | +$1,045,805 | +1.19% | |
| Wells Fargo & Company/Mn | 0.02% | 1,715,514 | $85,844,330 | $96,463,352 | +$10,619,022 | +12.37% | |
| Raymond James Financial Inc | 0.02% | 1,205,058 | $60,301,067 | $67,760,411 | +$7,459,344 | +12.37% | |
| Commonwealth Equity Services, Llc | 0.07% | 974,103 | $54,130,924 | $54,773,812 | +$642,888 | +1.19% | |
| Sk Wealth Management, Llc | 12.69% | 909,777 | $45,752,685 | $51,156,761 | +$5,404,076 | +11.81% | |
| Eaton Financial Holdings Company, Llc | 14.54% | 887,498 | $44,410,391 | $49,904,013 | +$5,493,622 | +12.37% | |
| Envestnet Asset Management Inc | 0.01% | 701,978 | $39,008,919 | $39,472,223 | +$463,304 | +1.19% | |
| Modern Wealth Management, Llc | 0.50% | 582,931 | $29,146,550 | $32,778,210 | +$3,631,660 | +12.46% | |
| Cerity Partners Llc | 0.04% | 575,284 | $28,787,192 | $32,348,219 | +$3,561,027 | +12.37% | |
| Kintra Wealth, Llc | 1.53% | 431,589 | $21,596,727 | $24,268,249 | +$2,671,522 | +12.37% | |
| Northwestern Mutual Wealth Management Co | 0.01% | 424,787 | $21,256,355 | $23,885,773 | +$2,629,418 | +12.37% | |
| Ubs Group Ag | 0.00% | 414,030 | $20,718,061 | $23,280,907 | +$2,562,846 | +12.37% | |
| Childress Capital Advisors, Llc | 3.26% | 358,168 | $19,903,377 | $20,139,787 | +$236,410 | +1.19% | |
| Royal Bank Of Canada | 0.00% | 376,609 | $18,846,000 | $21,176,724 | +$2,330,724 | +12.37% | |
| Graney & King, Llc | 10.04% | 372,385 | $18,634,153 | $20,939,209 | +$2,305,056 | +12.37% | |
| Equitable Holdings, Inc. | 0.12% | 343,317 | $18,127,138 | $19,304,715 | +$1,177,577 | +6.50% | |
| Osaic Holdings, Inc. | 0.02% | 336,869 | $16,857,136 | $18,942,144 | +$2,085,008 | +12.37% | |
| Cetera Investment Advisers | 0.02% | 294,924 | $14,757,984 | $16,583,577 | +$1,825,593 | +12.37% | |
| Hilton Capital Management, Llc | 1.07% | 282,772 | $14,149,969 | $15,900,270 | +$1,750,301 | +12.37% | |
| Kestra Advisory Services, Llc | 0.04% | 247,265 | $13,740,502 | $13,903,711 | +$163,209 | +1.19% | |
| Ellis Investment Partners, Llc | 2.20% | 253,451 | $12,682,690 | $14,251,550 | +$1,568,860 | +12.37% | |
| Mgo One Seven Llc | 0.21% | 226,712 | $12,598,404 | $12,748,016 | +$149,612 | +1.19% | |
| Mason & Associates Inc | 2.01% | 224,343 | $12,466,751 | $12,614,807 | +$148,056 | +1.19% | |
| Jmac Enterprises Llc | 2.06% | 220,480 | $12,252,073 | $12,397,590 | +$145,517 | +1.19% | |
| Truist Financial Corp | 0.01% | 216,301 | $12,019,854 | $12,162,605 | +$142,751 | +1.19% | |
| Wealth Enhancement Advisory Services, Llc | 0.02% | 214,103 | $11,925,529 | $12,039,012 | +$113,483 | +0.95% | |
| Rockefeller Capital Management L.P. | 0.02% | 217,515 | $10,884,479 | $12,230,868 | +$1,346,389 | +12.37% | |
| Wick Capital Partners, Llc | 1.87% | 204,977 | $10,257,066 | $11,525,857 | +$1,268,791 | +12.37% | |
| Investors Portfolio Services Llc | 8.77% | 189,100 | $9,462,587 | $10,633,093 | +$1,170,506 | +12.37% | |
| Richmond Investment Services, Llc | 2.61% | 148,647 | $8,260,313 | $8,358,421 | +$98,108 | +1.19% | |
| Private Advisor Group, Llc | 0.04% | 146,200 | $8,124,335 | $8,220,826 | +$96,491 | +1.19% | |
| Elmwood Wealth Management, Inc. | 1.84% | 132,082 | $7,339,820 | $7,426,971 | +$87,151 | +1.19% | |
| Kingsview Wealth Management, Llc | 0.10% | 146,447 | $7,328,224 | $8,234,715 | +$906,491 | +12.37% | |
| Bridgewealth Advisory Group, Llc | 1.37% | 130,861 | $7,271,941 | $7,358,314 | +$86,373 | +1.19% | |
| Alphastar Capital Management, Llc | 0.45% | 126,337 | $7,020,555 | $7,103,930 | +$83,375 | +1.19% | |
| Stifel Financial Corp | 0.01% | 134,229 | $6,716,860 | $7,547,697 | +$830,837 | +12.37% | |
| Steward Partners Investment Advisory, Llc | 0.03% | 129,224 | $6,466,386 | $7,266,266 | +$799,880 | +12.37% | |
| Cedarwood Wealth Llc | 4.64% | 110,397 | $6,134,749 | $6,207,623 | +$72,874 | +1.19% | |
| Boyce & Associates Wealth Consulting, Inc. | 4.25% | 110,235 | $6,125,785 | $6,198,514 | +$72,729 | +1.19% | |
| Delta Investment Management, Llc | 1.08% | 120,106 | $6,010,094 | $6,753,560 | +$743,466 | +12.37% | |
| Lifestyle Asset Management, Inc. | 1.61% | 107,780 | $5,989,335 | $6,060,469 | +$71,134 | +1.19% | |
| Kennedy Investment Group, Inc. | 1.98% | 105,157 | $5,843,601 | $5,912,978 | +$69,377 | +1.19% | |
| Focused Alpha, Llc | 1.78% | 114,958 | $5,752,478 | $6,464,088 | +$711,610 | +12.37% | |
| Prota Financial, Llc | 3.78% | 104,206 | $5,742,793 | $5,859,503 | +$116,710 | +2.03% |
Frequently asked questions about GPIX
Who owns the most GPIX stock?
The largest holders of GPIX are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for S&P 500 CORE PREMIUM INCOME (GPIX).
Is GPIX widely held by superinvestors?
Many widely followed stocks like GPIX appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly GPIX is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.