Who owns GEF-B
127 institutions reported holding GEF-B for 2026Q1, more than the 113 a quarter earlier.
127
Institutions reporting a position · as of 2026Q1 · up from 113 the quarter before
- Shares held by institutions
- 2.6M
Shares held by institutions · long US equity positions only, as reported on Form 13F
- Reported value
- $228M
Reported value · at 2026-03-31 prices, not today's
- Opened vs closed
- 20 / 12
Opened vs closed · new positions against positions exited in the latest quarter
Details›
- Reporting quarter2026-03-31
- 2026Q1
- Quarters on record
- 52
- New positions
- 20
- Positions exited
- 12
- Added to
- 41
- Reduced
- 27
| Quarter | Filers | Shares | Reported value |
|---|---|---|---|
| 2026Q1 | 127 | 2.6M | $228M |
| 2025Q4 | 113 | 2.6M | $201M |
| 2025Q3 | 114 | 2.5M | $156M |
| 2025Q2 | 111 | 2.6M | $179M |
| 2025Q1 | 98 | 2.6M | $152M |
| 2024Q4 | 100 | 2.6M | $176M |
| 2024Q3 | 95 | 2.5M | $176M |
| 2024Q2 | 86 | 2.4M | $152M |
| 2024Q1 | 87 | 2.4M | $164M |
| 2023Q4 | 88 | 2.4M | $160M |
| 2023Q3 | 89 | 2.4M | $160M |
| 2023Q2 | 91 | 2.5M | $193M |
| 2023Q1 | 89 | 2.7M | $190M |
| 2022Q4 | 85 | 2.6M | $201M |
| 2022Q3 | 75 | 2.6M | $160M |
| 2022Q2 | 79 | 2.7M | $170M |
| Holder | Shares | % of company | Value |
|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 0.4M | n/a | $32M |
| BlackRock Inc. | 0.3M | n/a | $28M |
| VANGUARD GROUP INC | 0.3M | n/a | $25M |
| Sound Income Strategies, LLC | 0.2M | n/a | $22M |
| Fort Hoosac Management, LLC | 0.2M | n/a | $17M |
| RAYMOND JAMES FINANCIAL INC | 0.1M | n/a | $13M |
| Advisors Asset Management, Inc. | 0.1M | n/a | $11M |
| STATE STREET CORP | 0.1M | n/a | $10M |
| GABELLI FUNDS LLC | 0.1M | n/a | $9.2M |
| Medina Value Partners, LLC | 0.1M | n/a | $8.8M |
SEC Form 13F data sets (DERA bulk files). 13F is quarterly, filed up to 45 days late, and covers long US equity positions only, no shorts, no derivatives, nothing held below the reporting threshold.
reading the register…
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