GTEK Institutional Ownership & Shareholders
GS FUTURE TECH LEADERS EQ (GTEK) is currently held by 45 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $112.06M 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 GTEK tracked by InsiderSet, reporting ownership valued at approximately $38.91M 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 $31.59M, representing an estimated loss of -18.82% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 90% of the total disclosed GTEK value among the investors covered in this analysis. Major shareholders include Goldman Sachs Group Inc, Heartwood Wealth Advisors Llc, Raymond James Financial Inc, and several other long-term asset managers with concentrated positions in GS FUTURE TECH LEADERS EQ (GTEK).
This page ranks the largest institutional GTEK 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
45
Total Reported Value
$112.06M
Largest Holder
Goldman Sachs Group Inc
Largest Position
$38.91M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
51
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Goldman Sachs Group Inc | 0.00% | 618,717 | $38,906,224 | $31,585,503 | -$7,320,721 | -18.82% | |
| Heartwood Wealth Advisors Llc | 1.86% | 400,908 | $23,529,411 | $20,466,353 | -$3,063,058 | -13.02% | |
| Raymond James Financial Inc | 0.00% | 276,967 | $17,416,268 | $14,139,165 | -$3,277,103 | -18.82% | |
| Black Swift Group, Llc | 0.96% | 105,545 | $6,636,891 | $5,388,072 | -$1,248,819 | -18.82% | |
| Cassia Capital Partners, Llc | 2.51% | 82,379 | $5,180,165 | $4,205,448 | -$974,717 | -18.82% | |
| Lpl Financial Llc | 0.00% | 37,738 | $2,373,044 | $1,926,525 | -$446,519 | -18.82% | |
| Simplicity Wealth,Llc | 0.05% | 29,108 | $1,708,357 | $1,485,963 | -$222,394 | -13.02% | |
| Kraft, Davis & Associates, Llc | 0.35% | 30,660 | $1,656,099 | $1,565,193 | -$90,906 | -5.49% | |
| Citadel Advisors Llc | 0.00% | 24,397 | $1,534,135 | $1,245,467 | -$288,668 | -18.82% | |
| Composition Wealth, Llc | 0.02% | 23,852 | $1,499,864 | $1,217,645 | -$282,219 | -18.82% | |
| Osaic Holdings, Inc. | 0.00% | 20,804 | $1,308,134 | $1,062,044 | -$246,090 | -18.81% | |
| Commonwealth Equity Services, Llc | 0.00% | 21,043 | $1,235,020 | $1,074,245 | -$160,775 | -13.02% | |
| Delta Investment Management, Llc | 0.18% | 17,771 | $1,117,478 | $907,210 | -$210,268 | -18.82% | |
| Kestra Advisory Services, Llc | 0.00% | 16,877 | $990,541 | $861,571 | -$128,970 | -13.02% | |
| Waldron Private Wealth Llc | 0.03% | 13,425 | $787,917 | $685,346 | -$102,571 | -13.02% | |
| Nautilus Advisors Llc | 0.42% | 11,941 | $700,812 | $609,588 | -$91,224 | -13.02% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 10,845 | $645,928 | $553,637 | -$92,291 | -14.29% | |
| Cwm, Llc | 0.00% | 13,376 | $547,080 | $682,845 | +$135,765 | +24.82% | |
| Envestnet Asset Management Inc | 0.00% | 6,850 | $430,742 | $349,693 | -$81,050 | -18.82% | |
| Private Advisor Group, Llc | 0.00% | 6,175 | $388,295 | $315,234 | -$73,061 | -18.82% | |
| Retirement Planning Co Of New England, Inc. | 0.13% | 5,779 | $339,188 | $295,018 | -$44,170 | -13.02% | |
| Ashton Thomas Private Wealth, Llc | 0.01% | 5,050 | $317,555 | $257,803 | -$59,753 | -18.82% | |
| Del-Sette Capital Management, Llc | 0.17% | 4,849 | $284,602 | $247,541 | -$37,061 | -13.02% | |
| Summa Corp. | 0.05% | 4,500 | $264,106 | $229,725 | -$34,381 | -13.02% | |
| Newedge Advisors, Llc | 0.00% | 4,139 | $260,269 | $211,296 | -$48,973 | -18.82% | |
| Daybright Advisory Services, Inc. | 0.06% | 4,823 | $259,943 | $246,214 | -$13,729 | -5.28% | |
| Mercer Global Advisors Inc | 0.00% | 3,926 | $246,875 | $200,422 | -$46,453 | -18.82% | |
| Jaffetilchin Investment Partners, Llc | 0.01% | 3,751 | $235,900 | $191,489 | -$44,411 | -18.83% | |
| Cresset Asset Management, Llc | 0.00% | 3,700 | $232,664 | $188,885 | -$43,779 | -18.82% | |
| Morgan Stanley | 0.00% | 3,393 | $213,359 | $173,213 | -$40,146 | -18.82% | |
| Truist Financial Corp | 0.00% | 3,602 | $211,402 | $183,882 | -$27,520 | -13.02% | |
| Fifth Third Bancorp | 0.00% | 3,133 | $197,010 | $159,940 | -$37,070 | -18.82% | |
| Royal Bank Of Canada | 0.00% | 2,150 | $135,000 | $109,758 | -$25,243 | -18.70% | |
| Glassman Wealth Services | 0.01% | 1,478 | $92,940 | $75,452 | -$17,488 | -18.82% | |
| Harbour Investments, Inc. | 0.00% | 1,386 | $87,137 | $70,755 | -$16,382 | -18.80% | |
| Arax Advisory Partners | 0.00% | 500 | $31,441 | $25,525 | -$5,916 | -18.82% | |
| Ubs Group Ag | 0.00% | 300 | $18,864 | $15,315 | -$3,549 | -18.81% | |
| Blue Bell Private Wealth Management, Llc | 0.00% | 291 | $17,079 | $14,856 | -$2,223 | -13.02% | |
| Td Waterhouse Canada Inc. | 0.00% | 174 | $10,318 | $8,883 | -$1,435 | -13.91% | |
| Farther Finance Advisors, Llc | 0.00% | 115 | $6,749 | $5,871 | -$878 | -13.01% | |
| Bank Of Montreal | 0.00% | 62 | $3,899 | $3,165 | -$734 | -18.82% | |
| Protective Life Corp | 0.02% | 44 | $2,767 | $2,246 | -$521 | -18.82% | |
| Allworth Financial Lp | 0.00% | 25 | $1,573 | $1,276 | -$297 | -18.87% | |
| Blackrock, Inc. | 0.00% | 8 | $503 | $408 | -$95 | -18.81% | |
| Blue Trust, Inc. | 0.00% | 8 | $444 | $408 | -$36 | -8.02% |
Frequently asked questions about GTEK
Who are the largest institutional holders of GTEK?
The largest institutional holders of GTEK reported in the latest SEC Form 13F filings include Goldman Sachs Group Inc, Heartwood Wealth Advisors Llc, Raymond James Financial Inc, Black Swift Group, Llc, and Cassia Capital Partners, Llc. InsiderSet ranks institutional holders by their latest reported GTEK position.
What is GTEK institutional ownership?
This page tracks GTEK positions reported by institutional investment managers through SEC Form 13F. GS FUTURE TECH LEADERS EQ (GTEK) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own GTEK?
InsiderSet currently tracks 45 institutional managers reporting GTEK 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 GTEK shareholders.
How much GTEK stock do institutions own?
Institutional investment managers disclosed approximately $112.06M in GTEK holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was GTEK institutional ownership last updated?
The latest GTEK 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 GTEK 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 GTEK position after the reporting date.
Are institutions buying or selling GTEK?
Institutional buying and selling can be analyzed by comparing GTEK positions across consecutive 13F reporting periods. InsiderSet's GTEK Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View GTEK ownership changes.
How has GTEK institutional ownership changed over time?
InsiderSet tracks GTEK institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.