GPIX Institutional Ownership & Shareholders
S&P 500 CORE PREMIUM INCOME (GPIX) is currently held by 370 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.64B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of GPIX tracked by InsiderSet, reporting ownership valued at approximately $337.60M 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 $334.99M, representing an estimated loss of -0.77% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 51% of the total disclosed GPIX value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Bank Of America Corp, Wells Fargo & Company/Mn, 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
370
Total Reported Value
$2.64B
Largest Holder
Lpl Financial Llc
Largest Position
$337.60M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
61
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.08% | 6,075,240 | $337,601,067 | $334,988,734 | -$2,612,333 | -0.77% | |
| Bank Of America Corp | 0.02% | 4,551,025 | $252,900,483 | $250,943,519 | -$1,956,965 | -0.77% | |
| Wells Fargo & Company/Mn | 0.02% | 2,380,981 | $132,311,083 | $131,287,292 | -$1,023,791 | -0.77% | |
| Requisite Capital Management, Llc | 21.10% | 2,294,749 | $127,519,190 | $126,532,460 | -$986,730 | -0.77% | |
| Mission Wealth Management, Lp | 1.55% | 1,711,617 | $95,559,575 | $94,378,561 | -$1,181,014 | -1.24% | |
| Cornerstone Advisory, Llc | 7.91% | 1,715,359 | $95,322,472 | $94,584,895 | -$737,577 | -0.77% | |
| Capital Advisors Inc/Ok | 1.30% | 1,584,564 | $88,054,229 | $87,372,859 | -$681,370 | -0.77% | |
| Raymond James Financial Inc | 0.02% | 1,580,262 | $87,815,122 | $87,135,647 | -$679,475 | -0.77% | |
| Commonwealth Equity Services, Llc | 0.08% | 1,131,211 | $63,155,497 | $62,374,975 | -$780,522 | -1.24% | |
| Sk Wealth Management, Llc | 13.04% | 1,026,659 | $57,913,845 | $56,609,977 | -$1,303,868 | -2.25% | |
| Eaton Financial Holdings Company, Llc | 14.00% | 916,992 | $50,957,253 | $50,562,939 | -$394,314 | -0.77% | |
| Modern Wealth Management, Llc | 0.54% | 808,515 | $44,929,155 | $44,581,517 | -$347,638 | -0.77% | |
| Ameriprise Financial Inc | 0.01% | 765,288 | $42,523,689 | $42,197,980 | -$325,709 | -0.77% | |
| Ubs Group Ag | 0.01% | 743,831 | $41,334,688 | $41,014,841 | -$319,847 | -0.77% | |
| Envestnet Asset Management Inc | 0.01% | 701,978 | $39,008,919 | $38,707,067 | -$301,852 | -0.77% | |
| Cerity Partners Llc | 0.04% | 633,359 | $35,195,793 | $34,923,415 | -$272,378 | -0.77% | |
| Royal Bank Of Canada | 0.01% | 547,354 | $30,417,000 | $30,181,100 | -$235,900 | -0.78% | |
| Lebenthal Global Advisors, Llc | 3.98% | 532,188 | $29,712,086 | $29,344,846 | -$367,240 | -1.24% | |
| Kintra Wealth, Llc | 1.45% | 490,051 | $27,771,192 | $27,021,412 | -$749,780 | -2.70% | |
| Childress Capital Advisors, Llc | 3.86% | 446,256 | $24,914,486 | $24,606,556 | -$307,930 | -1.24% | |
| Cetera Investment Advisers | 0.02% | 434,673 | $24,154,747 | $23,967,869 | -$186,878 | -0.77% | |
| Equitable Holdings, Inc. | 0.14% | 426,110 | $23,678,914 | $23,495,705 | -$183,209 | -0.77% | |
| Osaic Holdings, Inc. | 0.03% | 400,098 | $22,233,692 | $22,061,404 | -$172,288 | -0.77% | |
| Graney & King, Llc | 7.92% | 396,389 | $22,027,348 | $21,856,889 | -$170,459 | -0.77% | |
| Wny Asset Management, Llc | 1.95% | 390,965 | $21,725,943 | $21,557,810 | -$168,133 | -0.77% | |
| Choreo, Llc | 0.19% | 330,331 | $18,442,363 | $18,214,451 | -$227,912 | -1.24% | |
| Capital Analysts, Llc | 0.39% | 304,548 | $16,924,000 | $16,792,777 | -$131,223 | -0.78% | |
| Ellis Investment Partners, Llc | 2.50% | 300,252 | $16,763,120 | $16,555,895 | -$207,225 | -1.24% | |
| Kestra Advisory Services, Llc | 0.05% | 298,140 | $16,645,145 | $16,439,440 | -$205,705 | -1.24% | |
| Hilton Capital Management, Llc | 1.08% | 284,593 | $15,814,815 | $15,692,458 | -$122,357 | -0.77% | |
| Rockefeller Capital Management L.P. | 0.02% | 254,257 | $14,129,096 | $14,019,731 | -$109,365 | -0.77% | |
| Mgo One Seven Llc | 0.23% | 246,143 | $13,742,183 | $13,572,325 | -$169,858 | -1.24% | |
| Wealth Enhancement Advisory Services, Llc | 0.02% | 241,314 | $13,554,585 | $13,306,054 | -$248,531 | -1.83% | |
| Jmac Enterprises Llc | 2.12% | 225,467 | $12,587,822 | $12,432,250 | -$155,572 | -1.24% | |
| Goldman Sachs Group Inc | 0.00% | 225,034 | $12,505,140 | $12,408,375 | -$96,765 | -0.77% | |
| Mason & Associates Inc | 2.01% | 224,343 | $12,466,751 | $12,370,273 | -$96,478 | -0.77% | |
| Wick Capital Partners, Llc | 1.80% | 214,500 | $11,919,787 | $11,827,530 | -$92,257 | -0.77% | |
| Truist Financial Corp | 0.01% | 195,586 | $10,919,552 | $10,784,612 | -$134,940 | -1.24% | |
| Investors Portfolio Services Llc | 8.07% | 190,194 | $10,569,075 | $10,487,297 | -$81,778 | -0.77% | |
| Elevation Point Wealth Partners, Llc | 0.19% | 182,478 | $10,140,302 | $10,061,837 | -$78,465 | -0.77% | |
| Vestmark Advisory Solutions, Inc. | 0.10% | 182,298 | $10,130,300 | $10,051,912 | -$78,388 | -0.77% | |
| Stifel Financial Corp | 0.01% | 171,766 | $9,545,124 | $9,471,177 | -$73,947 | -0.77% | |
| Navis Wealth Advisors, Llc | 3.40% | 161,253 | $8,960,829 | $8,891,490 | -$69,339 | -0.77% | |
| Mai Capital Management | 0.03% | 150,834 | $8,381,846 | $8,316,987 | -$64,859 | -0.77% | |
| Private Advisor Group, Llc | 0.04% | 146,200 | $8,124,335 | $8,061,468 | -$62,867 | -0.77% | |
| Richmond Investment Services, Llc | 2.56% | 145,034 | $8,097,243 | $7,997,175 | -$100,068 | -1.24% | |
| Steward Partners Investment Advisory, Llc | 0.04% | 142,510 | $7,919,292 | $7,858,001 | -$61,291 | -0.77% | |
| Elmwood Wealth Management, Inc. | 1.84% | 137,114 | $7,655,090 | $7,560,466 | -$94,624 | -1.24% | |
| Delta Investment Management, Llc | 1.23% | 134,102 | $7,452,045 | $7,394,384 | -$57,661 | -0.77% | |
| Principal Financial Group Inc | 0.00% | 133,278 | $7,440,911 | $7,348,949 | -$91,962 | -1.24% |
Frequently asked questions about GPIX
Who are the largest institutional holders of GPIX?
The largest institutional holders of GPIX reported in the latest SEC Form 13F filings include Lpl Financial Llc, Bank Of America Corp, Wells Fargo & Company/Mn, Requisite Capital Management, Llc, and Mission Wealth Management, Lp. InsiderSet ranks institutional holders by their latest reported GPIX position.
What is GPIX institutional ownership?
This page tracks GPIX positions reported by institutional investment managers through SEC Form 13F. S&P 500 CORE PREMIUM INCOME (GPIX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own GPIX?
InsiderSet currently tracks 370 institutional managers reporting GPIX 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 GPIX shareholders.
How much GPIX stock do institutions own?
Institutional investment managers disclosed approximately $2.64B in GPIX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was GPIX institutional ownership last updated?
The latest GPIX 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 GPIX 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 GPIX position after the reporting date.
Are institutions buying or selling GPIX?
Institutional buying and selling can be analyzed by comparing GPIX positions across consecutive 13F reporting periods. InsiderSet's GPIX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View GPIX ownership changes.
How has GPIX institutional ownership changed over time?
InsiderSet tracks GPIX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.