GSEW Institutional Ownership & Shareholders
GOLDMAN SACHS EQL WGHT LARGE (GSEW) is currently held by 194 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.20B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Integrated Wealth Concepts Llc is currently the largest disclosed institutional shareholder of GSEW tracked by InsiderSet, reporting ownership valued at approximately $114.96M 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 $118.18M, representing an estimated gain of +2.81% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 54% of the total disclosed GSEW value among the investors covered in this analysis. Major shareholders include Integrated Wealth Concepts Llc, Members Trust Co, Morgan Stanley, and several other long-term asset managers with concentrated positions in GOLDMAN SACHS EQL WGHT LARGE (GSEW).
This page ranks the largest institutional GSEW 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
194
Total Reported Value
$1.20B
Largest Holder
Integrated Wealth Concepts Llc
Largest Position
$114.96M
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 |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | 0.75% | 1,217,488 | $114,955,102 | $118,181,560 | +$3,226,458 | +2.81% | |
| Members Trust Co | 3.15% | 1,072,960 | $101,308,882 | $104,152,227 | +$2,843,345 | +2.81% | |
| Morgan Stanley | 0.00% | 897,742 | $84,764,872 | $87,143,816 | +$2,378,944 | +2.81% | |
| Ameriprise Financial Inc | 0.01% | 684,007 | $64,581,722 | $66,396,559 | +$1,814,837 | +2.81% | |
| Raymond James Financial Inc | 0.02% | 672,889 | $63,534,243 | $65,317,335 | +$1,783,092 | +2.81% | |
| Aptus Capital Advisors, Llc | 0.39% | 561,188 | $52,987,371 | $54,474,519 | +$1,487,148 | +2.81% | |
| Lpl Financial Llc | 0.01% | 523,041 | $49,385,502 | $50,771,590 | +$1,386,088 | +2.81% | |
| Great Lakes Retirement, Inc. | 3.49% | 428,596 | $39,894,375 | $41,603,814 | +$1,709,439 | +4.28% | |
| Wells Fargo & Company/Mn | 0.01% | 411,694 | $38,872,141 | $39,963,137 | +$1,090,996 | +2.81% | |
| Bank Of America Corp | 0.00% | 363,366 | $34,309,062 | $35,271,938 | +$962,876 | +2.81% | |
| Guardian Wealth Advisors, Llc / Nc | 1.63% | 305,636 | $28,858,153 | $29,668,087 | +$809,934 | +2.81% | |
| Sanctuary Advisors, Llc | 0.11% | 254,095 | $23,991,652 | $24,665,002 | +$673,350 | +2.81% | |
| Envestnet Asset Management Inc | 0.01% | 236,489 | $22,329,284 | $22,955,987 | +$626,703 | +2.81% | |
| Ifp Advisors, Inc | 0.37% | 234,712 | $21,846,993 | $22,783,494 | +$936,501 | +4.29% | |
| Onedigital Investment Advisors Llc | 0.17% | 212,183 | $20,034,319 | $20,596,604 | +$562,285 | +2.81% | |
| Cornerstone Advisors Asset Management, Llc | 2.42% | 195,825 | $18,489,821 | $19,008,733 | +$518,912 | +2.81% | |
| Concurrent Investment Advisors, Llc | 0.12% | 188,823 | $17,575,621 | $18,329,049 | +$753,428 | +4.29% | |
| Horizon Investments, Llc | 0.17% | 164,238 | $15,507,352 | $15,942,583 | +$435,231 | +2.81% | |
| Corecap Advisors, Llc | 0.43% | 161,360 | $15,019,398 | $15,663,215 | +$643,817 | +4.29% | |
| Quest Investment Management Llc | 1.61% | 145,523 | $13,740,266 | $14,125,918 | +$385,652 | +2.81% | |
| Lineweaver Wealth Advisors, Llc | 1.47% | 136,090 | $12,667,286 | $13,210,256 | +$542,970 | +4.29% | |
| Ubs Group Ag | 0.00% | 132,189 | $12,481,285 | $12,831,586 | +$350,301 | +2.81% | |
| Royal Bank Of Canada | 0.00% | 118,491 | $11,188,000 | $11,501,921 | +$313,921 | +2.81% | |
| Cerity Partners Llc | 0.01% | 103,614 | $9,783,234 | $10,057,811 | +$274,577 | +2.81% | |
| Kilter Group Llc | 3.44% | 100,593 | $9,497,992 | $9,764,563 | +$266,571 | +2.81% | |
| Perigon Wealth Management, Llc | 0.15% | 101,836 | $9,478,937 | $9,885,221 | +$406,284 | +4.29% | |
| Envestnet Portfolio Solutions, Inc. | 0.04% | 99,520 | $9,396,643 | $9,660,406 | +$263,763 | +2.81% | |
| Mtc Wealth Management Llc | 4.14% | 97,732 | $9,227,820 | $9,486,845 | +$259,025 | +2.81% | |
| Commonwealth Equity Services, Llc | 0.01% | 95,726 | $8,910,160 | $9,292,123 | +$381,963 | +4.29% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 87,042 | $8,270,731 | $8,449,167 | +$178,436 | +2.16% | |
| Oak Barrel Wealth Advisory Llc | 3.62% | 86,937 | $8,208,630 | $8,438,975 | +$230,345 | +2.81% | |
| Sierra Capital Llc | 0.78% | 85,137 | $8,038,591 | $8,264,249 | +$225,658 | +2.81% | |
| Osaic Holdings, Inc. | 0.01% | 83,054 | $7,841,923 | $8,062,052 | +$220,129 | +2.81% | |
| Creative Planning | 0.00% | 83,889 | $7,808,377 | $8,143,105 | +$334,728 | +4.29% | |
| Parsons Capital Management Inc/Ri | 0.31% | 75,712 | $7,047,236 | $7,349,364 | +$302,128 | +4.29% | |
| Alphacore Capital Llc | 0.13% | 73,837 | $6,971,642 | $7,167,358 | +$195,716 | +2.81% | |
| Wescap Management Group, Inc. | 1.23% | 69,669 | $6,578,194 | $6,762,770 | +$184,576 | +2.81% | |
| Croban | 2.86% | 68,719 | $6,488,225 | $6,670,553 | +$182,328 | +2.81% | |
| Advisors Preferred, Llc | 0.97% | 66,000 | $6,285,840 | $6,406,620 | +$120,780 | +1.92% | |
| Stifel Financial Corp | 0.01% | 66,165 | $6,247,601 | $6,422,637 | +$175,036 | +2.80% | |
| Dorsey & Whitney Trust Co Llc | 0.27% | 58,995 | $5,570,308 | $5,726,645 | +$156,337 | +2.81% | |
| Wilkins Miller Wealth Management, Llc | 3.13% | 59,613 | $5,548,810 | $5,786,634 | +$237,824 | +4.29% | |
| Wealthcare Advisory Partners Llc | 0.09% | 57,149 | $5,319,418 | $5,547,453 | +$228,035 | +4.29% | |
| Harbour Investments, Inc. | 0.07% | 56,310 | $5,316,790 | $5,466,012 | +$149,222 | +2.81% | |
| First Interstate Bank | 0.27% | 53,963 | $5,022,876 | $5,238,188 | +$215,312 | +4.29% | |
| Gladstone Institutional Advisory Llc | 0.15% | 49,755 | $4,697,846 | $4,829,718 | +$131,872 | +2.81% | |
| United Advisor Group, Llc | 0.50% | 49,456 | $4,669,643 | $4,800,694 | +$131,051 | +2.81% | |
| First National Bank Of Omaha | 0.13% | 49,303 | $4,651,244 | $4,785,842 | +$134,598 | +2.89% | |
| Kathmere Capital Management, Llc | 0.21% | 47,484 | $4,419,811 | $4,609,272 | +$189,461 | +4.29% | |
| Rockefeller Capital Management L.P. | 0.01% | 44,421 | $4,194,258 | $4,311,946 | +$117,688 | +2.81% |
Frequently asked questions about GSEW
Who are the largest institutional holders of GSEW?
The largest institutional holders of GSEW reported in the latest SEC Form 13F filings include Integrated Wealth Concepts Llc, Members Trust Co, Morgan Stanley, Ameriprise Financial Inc, and Raymond James Financial Inc. InsiderSet ranks institutional holders by their latest reported GSEW position.
What is GSEW institutional ownership?
This page tracks GSEW positions reported by institutional investment managers through SEC Form 13F. GOLDMAN SACHS EQL WGHT LARGE (GSEW) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own GSEW?
InsiderSet currently tracks 194 institutional managers reporting GSEW 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 GSEW shareholders.
How much GSEW stock do institutions own?
Institutional investment managers disclosed approximately $1.20B in GSEW holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was GSEW institutional ownership last updated?
The latest GSEW 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 GSEW 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 GSEW position after the reporting date.
Are institutions buying or selling GSEW?
Institutional buying and selling can be analyzed by comparing GSEW positions across consecutive 13F reporting periods. InsiderSet's GSEW Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View GSEW ownership changes.
How has GSEW institutional ownership changed over time?
InsiderSet tracks GSEW institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.