GDE — Institutional owners (13F)

75 filers · $254.8M total · As of Sept. 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institution Value Shares % of tracked 13F Type
MAINSTAY CAPITAL MANAGEMENT LLC /ADV $100,132,034 1,638,956 39.29% Shares
Alpine Bank Wealth Management $37,574,526 615,018 14.75% Shares
CWM, LLC $13,378,080 212,688 5.25% Shares
CHURCHILL MANAGEMENT Corp $10,293,000 218,257 4.04% Shares
Wealthcare Advisory Partners LLC $8,250,331 135,041 3.24% Shares
McGrath & Associates, Inc. $8,073,065 132,140 3.17% Shares
STAPP WEALTH MANAGEMENT, PLLC $7,552,319 123,616 2.96% Shares
OneDigital Investment Advisors LLC $6,957,196 113,875 2.73% Shares
Kestra Advisory Services, LLC $6,142,644 100,543 2.41% Shares
Magnolia Private Wealth, LLC $5,896,624 204,920 2.31% Shares
Fermata Advisors, LLC $5,326,589 87,185 2.09% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $3,458,466 56,608 1.36% Shares
GREAT VALLEY ADVISOR GROUP, INC. $3,177,027 52,002 1.25% Shares
OSAIC HOLDINGS, INC. $2,414,071 39,512 0.95% Shares
MORGAN STANLEY $2,226,546 36,444 0.87% Shares
AMERIPRISE FINANCIAL INC $2,172,136 35,553 0.85% Shares
Aspire Capital Advisors LLC $2,131,278 34,885 0.84% Shares
SFG Wealth Management, LLC. $2,017,296 33,019 0.79% Shares
OPTIMA CAPITAL LLC $1,666,164 27,272 0.65% Shares
Arkadios Wealth Advisors $1,625,295 26,603 0.64% Shares
JPMORGAN CHASE & CO $1,545,256 25,437 0.61% Shares
Spinnaker Investment Group, LLC $1,406,318 22,358 0.55% Shares
Elequin Capital, LP $1,381,969 22,620 0.54% Shares
Kingsview Wealth Management, LLC $1,297,658 21,240 0.51% Shares
SteelPeak Wealth, LLC $1,227,742 20,096 0.48% Shares
LWM Advisory Services, LLC $1,221,900 20,000 0.48% Shares
Modern Wealth Management, LLC $1,221,900 20,000 0.48% Shares
ENVESTNET ASSET MANAGEMENT INC $1,214,044 19,871 0.48% Shares
Sanctuary Advisors, LLC $1,117,389 18,289 0.44% Shares
Worth Asset Management, LLC $1,033,911 16,923 0.41% Shares
CITADEL ADVISORS LLC $916,425 15,000 0.36% Call option
BROWN ADVISORY INC $781,527 12,792 0.31% Shares
Lunt Capital Management, Inc. $778,900 12,749 0.31% Shares
M Wealth Management, LLC $719,822 11,782 0.28% Shares
Elm3 Financial Group, LLC $642,920 10,523 0.25% Shares
LPL Financial LLC $537,819 8,803 0.21% Shares
Triton Wealth Management, PLLC $512,368 8,264 0.20% Shares
XY Planning Network, Inc. $483,139 7,908 0.19% Shares
UBS Group AG $481,979 7,889 0.19% Shares
Redhawk Wealth Advisors, Inc. $399,967 6,547 0.16% Shares
HOWARD BAILEY SECURITIES, LLC $369,136 6,042 0.14% Shares
Optivise Advisory Services LLC $367,792 6,020 0.14% Shares
Kelman-Lazarov, Inc. $366,814 6,004 0.14% Shares
Atria Investments, Inc $335,391 5,490 0.13% Shares
J HAGAN CAPITAL, INC. $313,845 5,137 0.12% Shares
CreativeOne Wealth, LLC $303,459 4,967 0.12% Shares
Prospera Financial Services Inc $300,825 4,924 0.12% Shares
MERCER GLOBAL ADVISORS INC /ADV $272,731 4,464 0.11% Shares
Quantinno Capital Management LP $272,300 4,457 0.11% Shares
Corient Private Wealth LP $269,062 4,404 0.11% Shares
Noble Wealth Management PBC $262,249 4,115 0.10% Shares
J.W. COLE ADVISORS, INC. $240,588 3,938 0.09% Shares
NewEdge Advisors, LLC $237,783 3,892 0.09% Shares
RAYMOND JAMES FINANCIAL INC $218,781 3,581 0.09% Shares
Team Financial Group, LLC $214,567 3,512 0.08% Shares
Geneos Wealth Management Inc. $210,490 3,445 0.08% Shares
FIDUCIARY FINANCIAL ADVISORS $198,756 3,261 0.08% Shares
AE Wealth Management LLC $175,132 2,867 0.07% Shares
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $129,357 2,102 0.05% Shares
Ashton Thomas Private Wealth, LLC $74,658 1,222 0.03% Shares
TOUNJIAN ADVISORY PARTNERS, LLC $71,558 1,171 0.03% Shares
Caitlin John, LLC $61,095 1,000 0.02% Shares
WELLS FARGO & COMPANY/MN $56,268 921 0.02% Shares
SIMPLEX TRADING, LLC $24,193 396 0.01% Shares
Triumph Capital Management $20,039 328 0.01% Shares
Allworth Financial LP $18,329 300 0.01% Shares
IFP Advisors, Inc $17,534 287 0.01% Shares
Federation des caisses Desjardins du Quebec $10,998 181 0.00% Shares
SIGNATUREFD, LLC $7,637 125 0.00% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $6,354 104 0.00% Shares
US BANCORP \DE\ $4,582 75 0.00% Shares
Cambridge Investment Research Advisors, Inc. $3,494 57,182 0.00% Shares
My Portfolio Guide, LLC $755 12 0.00% Shares
BLAIR WILLIAM & CO/IL $611 10 0.00% Shares
HANTZ FINANCIAL SERVICES, INC. $162 2,648 0.00% Shares