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Funds Holding GEM

On this page, we present all of the funds holding GEM from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding GEM, with a link to that fund's top holdings. The next columns indicate the amount of GEM stock held by each of the funds holding GEM, followed by the GEM position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 142 funds holding GEM within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Goldman Sachs Group Inc.. For more details on the positions held by Goldman Sachs Group Inc. (or by any of the other funds holding GEM), click the fund name in the "Holder" column of the funds-holding-GEM table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Goldman Sachs Group Inc.3,993,601$123,243 12/31/2023
     GEM3,993,601$123,243 12/31/2023
SigFig Wealth Management LLC3,000,482$92,084 12/31/2023
     GEM3,000,482$92,084 12/31/2023
Wells Fargo & Company MN2,402,868$73,744 12/31/2023
     GEM2,402,868$73,744 12/31/2023
LPL Financial LLC1,653,576$50,748 12/31/2023
     GEM1,653,576$50,748 12/31/2023
WMS Partners LLC1,520,296$46,658 12/31/2023
     GEM1,520,296$46,658 12/31/2023
Betterment LLC1,408,731$43,234 12/31/2023
     GEM1,408,731$43,234 12/31/2023
Raymond James & Associates1,181,068$37,015 03/31/2024
     GEM1,181,068$37,015 03/31/2024
Arvest Trust Co. N A1,136,976$34,894 12/31/2023
     GEM1,136,976$34,894 12/31/2023
Spinnaker Trust1,091,550$33,500 12/31/2023
     GEM1,091,550$33,500 12/31/2023
Bank of America Corp DE899,044$27,592 12/31/2023
     GEM899,044$27,592 12/31/2023
Morgan Stanley727,720$22,334 12/31/2023
     GEM727,720$22,334 12/31/2023
Envestnet Asset Management Inc.681,323$20,910 12/31/2023
     GEM681,323$20,910 12/31/2023
Apella Capital LLC586,820$18,693 03/31/2024
     GEM586,820$18,693 03/31/2024
Flow Traders U.S. LLC565,749$17,363 12/31/2023
     GEM565,749$17,363 12/31/2023
Raymond James Financial Services Advisors Inc.544,732$17,072 03/31/2024
     GEM544,732$17,072 03/31/2024
Arvest Investments Inc.476,947$14,948 03/31/2024
     GEM476,947$14,948 03/31/2024
Susquehanna International Group LLP433,362$13,300 12/31/2023
     GEM433,362$13,300 12/31/2023
Royal Bank of Canada428,228$13,142 12/31/2023
     GEM428,228$13,142 12/31/2023
First Foundation Advisors396,065$12,155 12/31/2023
     GEM396,065$12,155 12/31/2023
OLD Mission Capital LLC386,805$11,871 12/31/2023
     GEM386,805$11,871 12/31/2023
UBS Group AG299,036$9,177 12/31/2023
     GEM299,036$9,177 12/31/2023
Monticello Wealth Management LLC287,665$9,015 03/31/2024
     GEM287,665$9,015 03/31/2024
RWM Asset Management LLC281,225$8,814 03/31/2024
     GEM281,225$8,814 03/31/2024
Citadel Advisors LLC273,194$8,384 12/31/2023
     GEM273,194$8,384 12/31/2023
Strategic Financial Services Inc 260,537$7,996 12/31/2023
     GEM260,537$7,996 12/31/2023
Jane Street Group LLC254,220$7,802 12/31/2023
     GEM254,220$7,802 12/31/2023
Principal Securities Inc.245,686$7,540 12/31/2023
     GEM245,686$7,540 12/31/2023
Archford Capital Strategies LLC211,713$6,635 03/31/2024
     GEM211,713$6,635 03/31/2024
Envestnet Portfolio Solutions Inc.189,751$5,823 12/31/2023
     GEM189,751$5,823 12/31/2023
Commonwealth Equity Services LLC168,521$5,281 03/31/2024
     GEM168,521$5,281 03/31/2024
Pallas Capital Advisors LLC161,225$5,053 03/31/2024
     GEM161,225$5,053 03/31/2024
Clearwater Capital Advisors LLC161,837$4,967 12/31/2023
     GEM161,837$4,967 12/31/2023
Cambridge Investment Research Advisors Inc.148,279$4,647 03/31/2024
     GEM148,279$4,647 03/31/2024
Wealth Enhancement Advisory Services LLC141,072$4,421 03/31/2024
     GEM141,072$4,421 03/31/2024
GFG Capital LLC143,282$4,397 12/31/2023
     GEM143,282$4,397 12/31/2023
First Ascent Asset Management LLC131,396$4,033 12/31/2023
     GEM131,396$4,033 12/31/2023
Cetera Advisor Networks LLC129,496$3,974 12/31/2023
     GEM129,496$3,974 12/31/2023
CoreCap Advisors LLC126,993$3,897 12/31/2023
     GEM126,993$3,897 12/31/2023
Callan Capital LLC116,144$3,564 12/31/2023
     GEM116,144$3,564 12/31/2023
Sontag Advisory LLC115,038$3,531 12/31/2023
     GEM115,038$3,531 12/31/2023
Shufro Rose & Co. LLC119,981$3,439 12/31/2023
     GEM119,981$3,439 12/31/2023
Gladstone Institutional Advisory LLC104,453$3,206 12/31/2023
     GEM104,453$3,206 12/31/2023
American National Bank102,086$3,199 03/31/2024
     GEM102,086$3,199 03/31/2024
Cetera Investment Advisers100,965$3,099 12/31/2023
     GEM100,965$3,099 12/31/2023
Edge Financial Advisors LLC86,690$2,670 03/31/2024
     GEM86,690$2,670 03/31/2024
Anchor Investment Management LLC85,867$2,635 12/31/2023
     GEM85,867$2,635 12/31/2023
Atwood & Palmer Inc.75,700$2,372 03/31/2024
     GEM75,700$2,372 03/31/2024
Clay Northam Wealth Management LLC61,550$1,929 03/31/2024
     GEM61,550$1,929 03/31/2024
Kelman Lazarov Inc.57,072$1,752 12/31/2023
     GEM57,072$1,752 12/31/2023
CENTRAL TRUST Co49,391$1,548 03/31/2024
     GEM49,391$1,548 03/31/2024
Altfest L J & Co. Inc.49,176$1,541 03/31/2024
     GEM49,176$1,541 03/31/2024
Atria Wealth Solutions Inc.34,296$1,059 12/31/2023
     GEM34,296$1,059 12/31/2023
Mariner LLC34,054$1,045 12/31/2023
     GEM34,054$1,045 12/31/2023
Renaissance Technologies LLC33,700$1,034 12/31/2023
     GEM33,700$1,034 12/31/2023
EP Wealth Advisors LLC32,070$984 12/31/2023
     GEM32,070$984 12/31/2023
Baird Financial Group Inc.29,803$915 12/31/2023
     GEM29,803$915 12/31/2023
D.A. Davidson & CO.29,403$902 12/31/2023
     GEM29,403$902 12/31/2023
Congress Wealth Management LLC DE 26,564$833 03/31/2024
     GEM26,564$833 03/31/2024
Whittier Trust Co.25,517$783 12/31/2023
     GEM25,517$783 12/31/2023
Elmwood Wealth Management Inc.23,293$715 12/31/2023
     GEM23,293$715 12/31/2023
Bank of New York Mellon Corp22,265$698 03/31/2024
     GEM22,265$698 03/31/2024
SageView Advisory Group LLC21,969$650 12/31/2023
     GEM21,969$650 12/31/2023
Citigroup Inc.18,257$560 12/31/2023
     GEM18,257$560 12/31/2023
Advisor Group Holdings Inc.18,148$559 12/31/2023
     GEM18,148$559 12/31/2023
Truist Financial Corp17,894$549 12/31/2023
     GEM17,894$549 12/31/2023
Whittier Trust Co. of Nevada Inc.17,845$547 12/31/2023
     GEM17,845$547 12/31/2023
Cozad Asset Management Inc.16,885$518 12/31/2023
     GEM16,885$518 12/31/2023
Lido Advisors LLC16,252$502 12/31/2023
     GEM16,252$502 12/31/2023
Comerica Bank15,294$469 12/31/2023
     GEM15,294$469 12/31/2023
Maia Wealth LLC15,154$465 12/31/2023
     GEM15,154$465 12/31/2023
Fragasso Group Inc.14,814$464 03/31/2024
     GEM14,814$464 03/31/2024
Change Path LLC14,894$457 12/31/2023
     GEM14,894$457 12/31/2023
Worth Financial Advisory Group LLC14,434$452 03/31/2024
     GEM14,434$452 03/31/2024
AlphaCore Capital LLC14,163$437 12/31/2023
     GEM14,163$437 12/31/2023
Glenview Trust Co13,701$420 12/31/2023
     GEM13,701$420 12/31/2023
Strategies Wealth Advisors LLC13,374$419 03/31/2024
     GEM13,374$419 03/31/2024
Lincoln National Corp13,366$410 12/31/2023
     GEM13,366$410 12/31/2023
GSA Capital Partners LLP12,807$393 12/31/2023
     GEM12,807$393 12/31/2023
GWM Advisors LLC12,961$383 12/31/2023
     GEM12,961$383 12/31/2023
Haverford Trust Co.11,830$363 12/31/2023
     GEM11,830$363 12/31/2023
Private Advisor Group LLC11,066$347 03/31/2024
     GEM11,066$347 03/31/2024
Signature Securities Group Corporation10,738$337 03/31/2024
     GEM10,738$337 03/31/2024
Raymond James Trust N.A.10,078$316 03/31/2024
     GEM10,078$316 03/31/2024
Integrated Wealth Concepts LLC10,141$311 12/31/2023
     GEM10,141$311 12/31/2023
ICA Group Wealth Management LLC9,823$301 12/31/2023
     GEM9,823$301 12/31/2023
Cetera Advisors LLC9,735$299 12/31/2023
     GEM9,735$299 12/31/2023
Prudential Financial Inc.9,675$297 12/31/2023
     GEM9,675$297 12/31/2023
IAG Wealth Partners LLC9,273$291 03/31/2024
     GEM9,273$291 03/31/2024
Hexagon Capital Partners LLC9,214$289 03/31/2024
     GEM9,214$289 03/31/2024
Inscription Capital LLC9,043$288 03/31/2024
     GEM9,043$288 03/31/2024
CI Private Wealth LLC8,550$262 12/31/2023
     GEM8,550$262 12/31/2023
HighTower Advisors LLC7,878$242 12/31/2023
     GEM7,878$242 12/31/2023
Buckingham Strategic Partners7,767$238 12/31/2023
     GEM7,767$238 12/31/2023
Level Four Advisory Services LLC7,391$227 12/31/2023
     GEM7,391$227 12/31/2023
Regal Investment Advisors LLC6,611$203 12/31/2023
     GEM6,611$203 12/31/2023
Global Retirement Partners LLC5,173$162 03/31/2024
     GEM5,173$162 03/31/2024
Centaurus Financial Inc.3,575$110 12/31/2023
     GEM3,575$110 12/31/2023
Capital Advisors Ltd. LLC2,519$79 03/31/2024
     GEM2,519$79 03/31/2024
Coastal Investment Advisors Inc.2,200$69 03/31/2024
     GEM2,200$69 03/31/2024
Harbour Investments Inc.2,194$67 12/31/2023
     GEM2,194$67 12/31/2023
Morris Financial Concepts Inc.2,027$64 03/31/2024
     GEM2,027$64 03/31/2024
TD Waterhouse Canada Inc.1,975$62 12/31/2023
     GEM1,975$62 12/31/2023
Proequities Inc.1,841$58 03/31/2024
     GEM1,841$58 03/31/2024
Steward Partners Investment Advisory LLC1,754$54 12/31/2023
     GEM1,754$54 12/31/2023
Princeton Global Asset Management LLC1,697$53 03/31/2024
     GEM1,697$53 03/31/2024
Allworth Financial LP1,595$50 03/31/2024
     GEM1,595$50 03/31/2024
Stone House Investment Management LLC1,609$49 12/31/2023
     GEM1,609$49 12/31/2023
Northwestern Mutual Wealth Management Co.1,379$42 12/31/2023
     GEM1,379$42 12/31/2023
Private Trust Co. NA1,213$38 03/31/2024
     GEM1,213$38 03/31/2024
EverSource Wealth Advisors LLC1,192$37 12/31/2023
     GEM1,192$37 12/31/2023
O Shaughnessy Asset Management LLC1,179$36 12/31/2023
     GEM1,179$36 12/31/2023
GPS Wealth Strategies Group LLC1,024$32 03/31/2024
     GEM1,024$32 03/31/2024
Creative Financial Designs Inc. ADV741$23 03/31/2024
     GEM741$23 03/31/2024
FMR LLC610$19 12/31/2023
     GEM610$19 12/31/2023
ORG Partners LLC548$17 12/31/2023
     GEM548$17 12/31/2023
NBC Securities Inc.455$14 03/31/2024
     GEM455$14 03/31/2024
Investors Research Corp375$12 12/31/2023
     GEM375$12 12/31/2023
The PNC Financial Services Group Inc.359$11 12/31/2023
     GEM359$11 12/31/2023
Spire Wealth Management298$9 03/31/2024
     GEM298$9 03/31/2024
US Bancorp DE280$9 12/31/2023
     GEM280$9 12/31/2023
First Manhattan Co.298$9 12/31/2023
     GEM298$9 12/31/2023
CWM LLC186$6 03/31/2024
     GEM186$6 03/31/2024
Advisory Services Network LLC192$6 12/31/2023
     GEM192$6 12/31/2023
Heritage Wealth Advisors200$6 12/31/2023
     GEM200$6 12/31/2023
GeoWealth Management LLC154$5 12/31/2023
     GEM154$5 12/31/2023
ST Germain D J Co. Inc.124$4 03/31/2024
     GEM124$4 03/31/2024
Signature Resources Capital Management LLC135$4 03/31/2024
     GEM135$4 03/31/2024
Farther Finance Advisors LLC112$3 12/31/2023
     GEM112$3 12/31/2023
M&R Capital Management Inc.77$2 03/31/2024
     GEM77$2 03/31/2024
Aptus Capital Advisors LLC73$2 12/31/2023
     GEM73$2 12/31/2023
Parallel Advisors LLC74$2 12/31/2023
     GEM74$2 12/31/2023
First Command Advisory Services Inc.53$2 12/31/2023
     GEM53$2 12/31/2023
FNY Investment Advisers LLC50$2 12/31/2023
     GEM50$2 12/31/2023
Frazier Financial Advisors LLC52$2 12/31/2023
     GEM52$2 12/31/2023
UMB Bank N A MO27$1 03/31/2024
     GEM27$1 03/31/2024
Key Financial Inc41$1 03/31/2024
     GEM41$1 03/31/2024
Mark Sheptoff Financial Planning LLC29$1 12/31/2023
     GEM29$1 12/31/2023
IFP Advisors Inc17$1 12/31/2023
     GEM17$1 12/31/2023
Castleview Partners LLC24$1 12/31/2023
     GEM24$1 12/31/2023
Geneos Wealth Management Inc.35$1 12/31/2023
     GEM35$1 12/31/2023
Rockbridge Investment Management LCC24$1 12/31/2023
     GEM24$1 12/31/2023
BNP Paribas Arbitrage SA7$0 03/31/2024
     GEM7$0 03/31/2024
Smartleaf Asset Management LLC2$0 12/31/2023
     GEM2$0 12/31/2023

See Summary: Institutional Holders of GEM
See Details: Top 10 Hedge Funds Holding GEM
Also See: GEM Holdings Changes

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