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Institutional Holders of GEM

There is a long list of 142 institutional holders of GEM within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of GEM by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-GEM table below, the initial column indicates the name of each top institutional holder of GEM, with a link to that fund's top holdings. The next columns indicate the amount of GEM stock held by each of the institutional holders of GEM, followed by the GEM position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

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
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
Commonwealth Equity Services LLC146,659$4,501 12/31/2023
     GEM146,659$4,501 12/31/2023
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

See All: Funds Holding GEM
See Details: Top 10 Hedge Funds Holding GEM
Also See: GEM Holdings Changes

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