Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
119 institutional managers reported holding GEL for the quarter ended Mar 31, 2026. Together they hold about 73% of shares outstanding; the top 10 hold 60%. 13 opened new positions; 11 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| Alps Advisors INC | 25.93M | 21.17% | $462.5M | added +4.1% | ≤2013 |
| Invesco | 18.87M | 15.41% | $336.7M | unchanged | ≤2013 |
| Mirae Asset Global Etfs Holdings LTD. | 7.53M | 6.14% | $134.3M | added +3.6% | 2018 Q3 |
| Goldman Sachs | 4.03M | 3.29% | $71.9M | trimmed -22.4% | ≤2013 |
| Morgan Stanley | 3.98M | 3.25% | $70.9M | trimmed -1.9% | ≤2013 |
| Creative Planning | 3.11M | 2.54% | $55.4M | unchanged | 2024 Q2 |
| Clearbridge Investments, LLC | 2.90M | 2.37% | $51.7M | unchanged | ≤2013 |
| Chickasaw Capital Management LLC | 2.67M | 2.18% | $47.6M | trimmed -4.6% | ≤2013 |
| Westwood Holdings Group INC | 2.15M | 1.75% | $38.3M | added +3493.9% | 2022 Q4 |
| Miller Howard Investments INC /NY | 1.98M | 1.61% | $35.3M | unchanged | 2025 Q1 |
| ING Groep NV | 1.94M | 1.58% | $34.6M | trimmed -22.4% | 2021 Q4 |
| UBS | 1.78M | 1.45% | $31.7M | trimmed -2.1% | ≤2013 |
| Jefferies Financial Group INC. | 1.29M | 1.05% | $23.0M | trimmed -23.6% | 2024 Q2 |
| RR Advisors, LLC (focused) | 868.3k | 0.71% | $15.5M | trimmed -0.6% | ≤2013 |
| Natixis Advisors, LLC | 861.9k | 0.70% | $15.4M | trimmed -29.1% | 2021 Q1 |
| Infrastructure Capital Advisors, LLC | 631.9k | 0.52% | $11.3M | added +2.4% | 2022 Q2 |
| Blackstone | 575.7k | 0.47% | $10.3M | unchanged | 2020 Q2 |
| Bank OF America CORP /DE/ | 546.3k | 0.45% | $9.7M | added +18.4% | ≤2013 |
| Citigroup INC | 515.8k | 0.42% | $9.2M | added +43.4% | ≤2013 |
| Barclays PLC | 485.2k | 0.40% | $8.7M | added +13.9% | ≤2013 |
| Manning & Napier Advisors LLC | 485.0k | 0.40% | $8.7M | added +3.1% | 2024 Q2 |
| Callodine Capital Management, LP | 485.0k | 0.40% | $8.7M | added +3.1% | 2024 Q2 |
| Neos Investment Management LLC | 359.7k | 0.29% | $6.4M | added +1127.4% | 2025 Q4 |
| Fractal Investments LLC | 343.2k | 0.28% | $6.1M | unchanged | 2021 Q4 |
| Occam Crest Management LP (focused) | 332.0k | 0.27% | $5.9M | trimmed -5.7% | 2025 Q3 |
| Argent Trust CO | 329.3k | 0.27% | $5.9M | unchanged | 2015 Q4 |
| Royal Bank OF Canada | 274.0k | 0.22% | $4.9M | added +8% | ≤2013 |
| Pinnacle Holdings, LLC | 237.8k | 0.19% | $4.2M | unchanged | ≤2013 |
| Advisors Asset Management, INC. | 233.0k | 0.19% | $4.2M | trimmed -5.1% | ≤2013 |
| Summit Financial, LLC | 210.5k | 0.17% | $3.8M | unchanged | 2024 Q4 |
| Texas Capital Bank Wealth Management Services INC | 200.0k | 0.16% | $3.6M | unchanged | 2025 Q4 |
| Envestnet Asset Management INC | 172.2k | 0.14% | $3.1M | added +32.4% | 2023 Q3 |
| Elco Management CO., LLC | 170.0k | 0.14% | $3.0M | added +256.5% | 2016 Q3 |
| Cushing Asset Management, LP dba NXG Investment Management | 151.0k | 0.12% | $2.7M | trimmed -18.7% | 2021 Q1 |
| BNP Paribas Financial Markets | 134.1k | 0.11% | $2.4M | trimmed -1.4% | 2019 Q1 |
| HighTower Advisors, LLC | 121.7k | 0.10% | $2.2M | added +17.8% | ≤2013 |
| Exchange Traded Concepts, LLC | 114.9k | 0.09% | $2.0M | added +20.3% | 2023 Q2 |
| Susquehanna International Group | 107.9k | 0.09% | $1.9M | trimmed -42.3% | 2019 Q1 |
| Raymond James Financial INC | 106.2k | 0.09% | $1.9M | added +81.2% | ≤2013 |
| Cresset Asset Management, LLC | 103.3k | 0.08% | $1.8M | trimmed -0.7% | 2024 Q4 |
| Maryland State Retirement & Pension System | 98.9k | 0.08% | $1.8M | trimmed -5.8% | 2022 Q4 |
| DG Capital Management, LLC (focused) | 95.1k | 0.08% | $1.7M | trimmed -45% | 2024 Q2 |
| Sowell Financial Services LLC | 91.6k | 0.07% | $1.6M | unchanged | 2022 Q4 |
| Flax Pond Capital, LLC | 85.2k | 0.07% | $1.5M | trimmed -8.7% | 2025 Q4 |
| Jump Financial | 84.2k | 0.07% | $1.5M | trimmed -1.2% | 2025 Q2 |
| Grizzlyrock Capital, LLC (focused) | 72.5k | 0.06% | $1.3M | trimmed -88.5% | 2025 Q1 |
| DBA Trading, LLC (focused) | 72.5k | 0.06% | $1.3M | unchanged | 2025 Q4 |
| Brown Advisory INC | 66.4k | 0.05% | $1.2M | unchanged | 2024 Q4 |
| Wells Fargo & COMPANY/MN | 63.1k | 0.05% | $1.1M | trimmed -4.4% | ≤2013 |
| Oppenheimer Asset Management INC. | 61.3k | 0.05% | $1.1M | added +10.9% | 2022 Q4 |
Largest 50 of 119 shown; the full ranked, searchable register is at boothcheck.com/holders/GEL. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.