S&P 500 CORE PREMIUM INCOME (GPIX) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $1.74B 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 $279.58M, representing an estimated gain of +9.87% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 56% of the total disclosed GPIX value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Bank Of America Corp, Requisite Capital Management, Llc, 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
314
Total Reported Value
$1.74B
Largest Holder
Lpl Financial Llc
Largest Position
$254.46M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
82
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 | $279,576,324 | +$25,120,184 | +9.87% | |
| Bank Of America Corp | 0.01% | 2,957,052 | $147,970,898 | $162,578,719 | +$14,607,821 | +9.87% | |
| Requisite Capital Management, Llc | 21.61% | 2,317,249 | $115,955,164 | $127,402,350 | +$11,447,186 | +9.87% | |
| Hightower Advisors, Llc | 0.11% | 2,087,531 | $104,460,346 | $114,772,454 | +$10,312,108 | +9.87% | |
| Wells Fargo & Company/Mn | 0.02% | 1,715,514 | $85,844,330 | $94,318,960 | +$8,474,630 | +9.87% | |
| Cornerstone Advisory, Llc | 7.58% | 1,599,317 | $80,029,810 | $87,930,449 | +$7,900,639 | +9.87% | |
| Raymond James Financial Inc | 0.02% | 1,205,058 | $60,301,067 | $66,254,089 | +$5,953,022 | +9.87% | |
| Sk Wealth Management, Llc | 12.69% | 909,777 | $45,752,685 | $50,019,539 | +$4,266,854 | +9.33% | |
| Eaton Financial Holdings Company, Llc | 14.54% | 887,498 | $44,410,391 | $48,794,640 | +$4,384,249 | +9.87% | |
| Commonwealth Equity Services, Llc | 0.05% | 763,843 | $38,222,718 | $41,996,088 | +$3,773,370 | +9.87% | |
| Envestnet Asset Management Inc | 0.01% | 761,731 | $38,117,043 | $41,879,970 | +$3,762,927 | +9.87% | |
| Mission Wealth Management, Lp | 0.63% | 600,462 | $30,047,143 | $33,013,401 | +$2,966,258 | +9.87% | |
| Modern Wealth Management, Llc | 0.50% | 582,931 | $29,146,550 | $32,049,546 | +$2,902,996 | +9.96% | |
| Cerity Partners Llc | 0.04% | 575,284 | $28,787,192 | $31,629,114 | +$2,841,922 | +9.87% | |
| Kintra Wealth, Llc | 1.53% | 431,589 | $21,596,727 | $23,728,763 | +$2,132,036 | +9.87% | |
| Northwestern Mutual Wealth Management Co | 0.01% | 424,787 | $21,256,355 | $23,354,789 | +$2,098,434 | +9.87% | |
| Ubs Group Ag | 0.00% | 414,030 | $20,718,061 | $22,763,369 | +$2,045,308 | +9.87% | |
| Royal Bank Of Canada | 0.00% | 376,609 | $18,846,000 | $20,705,963 | +$1,859,963 | +9.87% | |
| Graney & King, Llc | 10.04% | 372,385 | $18,634,153 | $20,473,727 | +$1,839,574 | +9.87% | |
| Equitable Holdings, Inc. | 0.12% | 343,317 | $18,127,138 | $18,875,569 | +$748,431 | +4.13% | |
| Osaic Holdings, Inc. | 0.02% | 336,869 | $16,857,136 | $18,521,058 | +$1,663,922 | +9.87% | |
| Cetera Investment Advisers | 0.02% | 294,924 | $14,757,984 | $16,214,922 | +$1,456,938 | +9.87% | |
| Hilton Capital Management, Llc | 1.07% | 282,772 | $14,149,969 | $15,546,805 | +$1,396,836 | +9.87% | |
| Childress Capital Advisors, Llc | 2.48% | 274,717 | $13,746,871 | $15,103,941 | +$1,357,070 | +9.87% | |
| Richmond Investment Services, Llc | 2.22% | 274,642 | $13,743,086 | $15,099,817 | +$1,356,731 | +9.87% | |
| Ellis Investment Partners, Llc | 2.20% | 253,451 | $12,682,690 | $13,934,736 | +$1,252,046 | +9.87% | |
| Mason & Associates Inc | 2.17% | 229,362 | $11,165,341 | $12,610,323 | +$1,444,982 | +12.94% | |
| Kestra Advisory Services, Llc | 0.04% | 222,131 | $11,115,413 | $12,212,762 | +$1,097,349 | +9.87% | |
| Rockefeller Capital Management L.P. | 0.02% | 217,515 | $10,884,479 | $11,958,975 | +$1,074,496 | +9.87% | |
| Jmac Enterprises Llc | 2.00% | 208,811 | $10,448,902 | $11,480,429 | +$1,031,527 | +9.87% | |
| Wick Capital Partners, Llc | 1.87% | 204,977 | $10,257,066 | $11,269,635 | +$1,012,569 | +9.87% | |
| Truist Financial Corp | 0.01% | 189,603 | $9,487,715 | $10,424,373 | +$936,658 | +9.87% | |
| Investors Portfolio Services Llc | 8.77% | 189,100 | $9,462,587 | $10,396,718 | +$934,131 | +9.87% | |
| Wealth Enhancement Advisory Services, Llc | 0.02% | 165,434 | $8,291,574 | $9,095,561 | +$803,987 | +9.70% | |
| Kingsview Wealth Management, Llc | 0.10% | 146,447 | $7,328,224 | $8,051,656 | +$723,432 | +9.87% | |
| Stifel Financial Corp | 0.01% | 134,229 | $6,716,860 | $7,379,910 | +$663,050 | +9.87% | |
| Steward Partners Investment Advisory, Llc | 0.03% | 129,224 | $6,466,386 | $7,104,736 | +$638,350 | +9.87% | |
| Elmwood Wealth Management, Inc. | 1.75% | 126,774 | $6,343,771 | $6,970,035 | +$626,264 | +9.87% | |
| Delta Investment Management, Llc | 1.08% | 120,106 | $6,010,094 | $6,603,428 | +$593,334 | +9.87% | |
| Focused Alpha, Llc | 1.78% | 114,958 | $5,752,478 | $6,320,391 | +$567,913 | +9.87% | |
| Stratos Wealth Partners, Ltd. | 0.06% | 113,569 | $5,682,994 | $6,244,024 | +$561,030 | +9.87% | |
| Horizon Investments, Llc | 0.06% | 111,432 | $5,496,941 | $6,126,531 | +$629,590 | +11.45% | |
| Boyce & Associates Wealth Consulting, Inc. | 4.10% | 108,097 | $5,409,193 | $5,943,173 | +$533,980 | +9.87% | |
| American Alpha Advisors, Llc | 3.08% | 105,427 | $5,275,567 | $5,796,376 | +$520,809 | +9.87% | |
| Prota Financial, Llc | 1.86% | 102,941 | $5,151,168 | $5,659,696 | +$508,528 | +9.87% | |
| Bridgewealth Advisory Group, Llc | 1.06% | 102,071 | $5,107,633 | $5,611,864 | +$504,231 | +9.87% | |
| Whalen Wealth Management Inc. | 2.62% | 97,714 | $4,889,607 | $5,372,316 | +$482,709 | +9.87% | |
| Cedarwood Wealth Llc | 4.77% | 94,378 | $4,722,678 | $5,188,902 | +$466,224 | +9.87% | |
| Choreo, Llc | 0.06% | 93,498 | $4,678,658 | $5,140,520 | +$461,862 | +9.87% | |
| Goldman Sachs Group Inc | 0.00% | 93,383 | $4,672,885 | $5,134,197 | +$461,312 | +9.87% |
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.