Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

GOLDMAN SACHS ETF TR (GEM)

154 + Investors. Track Smart Money conviction in GEM. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +13
Streak
2Q ▲
Buyers last Q
56%

Smart Money Signals — GEM

Based on 154 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added GEM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
154 hedge funds hold GEM right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +15% more funds vs a year ago

fund count last 6Q
+20 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 56% buying

69 buying55 selling
Last quarter: 69 funds bought or added vs 55 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~22 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 19 → 14 → 20 → 22. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 21% medium ■ 20% new
91 out of 154 hedge funds have held GEM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

18 → 19 → 14 → 20 → 22 new funds/Q
New funds entering each quarter: 19 → 14 → 20 → 22. A growing number of institutions are discovering GEM each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 64% of holders stayed 2+ years

■ 64% veterans ■ 10% 1-2yr ■ 27% new
Of 154 current holders: 98 (64%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds
16 of 154 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in GEM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: GEM

How many hedge funds hold GEM — quarterly history vs. share price
Quarterly hedge fund ownership of GEM vs. share price

Market Analysis: GEM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: GEM

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

17 top-rated funds 1 high-conviction
Consensus
5.5
/ 10
breadth
×
Elite
1.3
/ 10
conviction
Hedge Fund Positioning: GEM
2026 Q1 Stats Unlock in 18 days 154 + Investors

Track Smart Money conviction in GEM. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 154 141 9.22%
13F Shares 27M 27M -2.38%
Total Value $1.11B $1.10B 1.48%
New Positions 22 20 +2
Increased Positions 47 38 +9
Closed Positions 9 16 -7
Reduced Positions 46 50 -4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: GEM

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

154 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in GEM. Verified SEC 13F-HR filings.

Top 25 institutional holders of GEM — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 SigFig Wealth Management, LLC 4.24% 3,345,899 $144.5M
2 ARVEST INVESTMENTS, INC. 2.45% 416,226 $18.0M
3 GFG Capital, LLC 1.96% 142,185 $6.1M
4 Clay Northam Wealth Management, LLC 1.52% 62,517 $2.7M
5 AMERICAN NATIONAL BANK & TRUST 0.88% 214,293 $9.3M
6 Anchor Investment Management, LLC 0.47% 131,190 $5.7M
7 SPINNAKER TRUST 0.46% 193,440 $8.4M
8 Elmwood Wealth Management, Inc. 0.30% 25,050 $1.1M
9 HB Wealth Management, LLC 0.26% 940,014 $40.6M
10 CoreCap Advisors, LLC 0.22% 148,319 $6.4M
11 ELEVATION POINT WEALTH PARTNERS, LLC 0.21% 214,105 $9.2M
12 1900 WEALTH MANAGEMENT LLC 0.19% 68,385 $3.0M
13 Apella Capital, LLC 0.18% 246,347 $11.9M
14 MORRIS FINANCIAL CONCEPTS, INC. 0.17% 11,387 $492K
15 CENTRAL TRUST Co 0.12% 141,925 $6.1M
16 Apollon Financial, LLC 0.11% 18,821 $813K
17 ATWOOD & PALMER INC 0.11% 44,941 $1.9M
18 FLAGSTAR ADVISORS INC 0.10% 6,676 $288K
19 Beacon Financial Advisory LLC 0.10% 10,024 $433K
20 Golden State Wealth Management, LLC 0.10% 20,424 $882K
21 Ascentis Independent Advisors 0.09% 26,156 $1.1M
22 IAG Wealth Partners, LLC 0.08% 17,020 $735K
23 Kelman-Lazarov, Inc. 0.08% 12,200 $527K
24 Syntegra Private Wealth Group, LLC 0.07% 16,631 $718K
25 Envestnet Portfolio Solutions, Inc. 0.05% 216,205 $9.3M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — GOLDMAN SACHS ETF TR (GEM)

What does the Smart Money Trend signal show for GEM?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added GEM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for GEM?

Slight buying edge — 56% buying: Last quarter: 69 funds bought or added vs 55 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for GEM holders?

Elite ownership — 44% AUM from top-100 funds: 16 of 154 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in GEM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held GEM?

59% of holders stayed for 2+ years: 91 out of 154 hedge funds have held GEM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.