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Institutional Ownership · SEC Form 13F

Who owns GAL


Which tracked institutional funds hold GAL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See GAL company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

60
Institutional holders
3M
Shares held (tracked funds)

How the tape is positioned

The tracked-fund tape on GAL is one-sided between 2026-Q1 and 2026-Q2: 18 added or opened and 5 trimmed or exited — on balance accumulating.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

GAL’s largest tracked holder by dollar value, RAYMOND JAMES FINANCIAL INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in GAL divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2026-Q1 and 2026-Q2, across 60 tracked filers holding GAL, 35 increased or opened the position and 36 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in GAL between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 3

  • NewEdge Advisors, LLC$1M
  • INDEPENDENT FINANCIAL GROUP, LLC$1M
  • IFG Advisory, LLC$1M

Full exits 4

  • WIN ADVISORS, INC$9M
  • Ascentis Independent Advisors$1M
  • OLD NATIONAL BANCORP /IN/$686K
  • Mariner, LLC$506K

Largest adds

  • Mesirow Financial Investment Management, Inc.$2M
  • Geneos Wealth Management Inc.$2M
  • WELLS FARGO & COMPANY/MN$1M
  • RAYMOND JAMES FINANCIAL INC$1M
  • FIRST FOUNDATION ADVISORS$811K
  • OSAIC HOLDINGS, INC.$657K

Largest trims

  • Gateway Wealth Partners, LLC$476K

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
RAYMOND JAMES FINANCIAL INC trimmed540,883$29M16.1%2026-Q2
Mesirow Financial Investment Management, Inc. added490,514$26M14.6%2026-Q2
FIRST FOUNDATION ADVISORS added233,578$12M7.0%2026-Q2
Manske Wealth Management trimmed230,349$12M6.9%2026-Q2
46 Peaks LLC added175,486$9M5.2%2026-Q2
BRIGHT FINANCIAL ADVISORS, INC. trimmed171,020$9M5.1%2026-Q2
Phil A. Younker & Associates, Ltd. trimmed163,610$9M4.9%2026-Q2
LPL Financial LLC trimmed161,639$9M4.8%2026-Q2
WELLS FARGO & COMPANY/MN added96,512$5M2.9%2026-Q2
MORGAN STANLEY trimmed86,968$5M2.6%2026-Q2
Taylor Financial Group, Inc. added81,670$4M2.4%2026-Q2
BANK OF AMERICA CORP /DE/ trimmed69,886$4M2.1%2026-Q2
Geneos Wealth Management Inc. added61,605$3M1.8%2026-Q2
HANCOCK WHITNEY CORP trimmed47,824$3M1.4%2026-Q2
OSAIC HOLDINGS, INC. added47,788$3M1.4%2026-Q2
Robinswood Financial LLC added44,991$2M1.3%2026-Q2
Ameritas Advisory Services, LLC added29,963$2M0.9%2026-Q2
NewEdge Advisors, LLC trimmed22,039$1M0.7%2026-Q2
INDEPENDENT FINANCIAL GROUP, LLC new19,926$1M0.6%2026-Q2
IFG Advisory, LLC trimmed18,980$1M0.6%2026-Q2
Rossmore Private Capital trimmed18,952$1M0.6%2026-Q2
PDS Planning, Inc trimmed16,335$863K0.5%2026-Q2
Private Advisor Group, LLC added14,640$774K0.4%2026-Q2
Golden State Wealth Management, LLC trimmed14,272$754K0.4%2026-Q2
Creative Planning trimmed13,327$704K0.4%2026-Q2
Busey Bank13,028$688K0.4%2026-Q2
UBS Group AG added12,817$677K0.4%2026-Q2
Focus Partners Wealth added12,382$654K0.4%2026-Q2
Johnson & White Wealth Management, LLC added12,129$641K0.4%2026-Q2
Gateway Wealth Partners, LLC trimmed11,945$631K0.4%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC trimmed11,256$595K0.3%2026-Q2
ROYAL BANK OF CANADA added10,854$574K0.3%2026-Q2
Cerity Partners LLC added10,087$533K0.3%2026-Q2
BROWN BROTHERS HARRIMAN & CO9,706$513K0.3%2026-Q2
Cetera Investment Advisers added8,480$448K0.3%2026-Q2
Advocate Investing Services LLC8,150$431K0.2%2026-Q2
LANARK FINANCIAL, INC. added7,653$404K0.2%2026-Q2
Advisory Services Network, LLC6,738$356K0.2%2026-Q2
OneAscent Financial Services LLC new6,419$339K0.2%2026-Q2
Kestra Advisory Services, LLC added5,966$315K0.2%2026-Q2
Farther Finance Advisors, LLC added5,860$310K0.2%2026-Q2
CITADEL ADVISORS LLC trimmed5,272$279K0.2%2026-Q2
Valtinson Bruner Financial Planning LLC4,225$223K0.1%2026-Q2
N.E.W. Advisory Services LLC added3,467$183K0.1%2026-Q2
JPMORGAN CHASE & CO trimmed3,279$173K0.1%2026-Q2
GGM Financial LLC added2,881$152K0.1%2026-Q2
JONES FINANCIAL COMPANIES LLLP added2,646$139K0.1%2026-Q2
Key Financial Inc added2,472$131K0.1%2026-Q2
Integrated Wealth Concepts LLC new2,184$115K0.1%2026-Q2
SBI Securities Co., Ltd. added2,034$107K0.1%2026-Q2
Larson Financial Group LLC added1,579$83K0.0%2026-Q2
Winch Advisory Services, LLC added576$30K0.0%2026-Q2
Steward Partners Investment Advisory, LLC400$21K0.0%2026-Q2
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC233$12K0.0%2026-Q2
Kings Path Partners LLC100$5K0.0%2026-Q2
AE Wealth Management LLC new82$4K0.0%2026-Q2
Rockefeller Capital Management L.P. new65$3K0.0%2026-Q2
PNC Financial Services Group, Inc. added57$3K0.0%2026-Q2
PRIVATE TRUST CO NA trimmed10$5280.0%2026-Q2
ANGELES WEALTH MANAGEMENT, LLC5$2640.0%2026-Q2
WIN ADVISORS, INC added181,914$9M5.1%2026-Q1 stale (1 quarter behind)
Ascentis Independent Advisors added26,572$1M0.7%2026-Q1 stale (1 quarter behind)
OLD NATIONAL BANCORP /IN/13,858$686K0.4%2026-Q1 stale (1 quarter behind)
Mariner, LLC added10,217$506K0.3%2026-Q1 stale (1 quarter behind)
SUSQUEHANNA INTERNATIONAL GROUP, LLP added8,957$443K0.3%2026-Q1 stale (1 quarter behind)
SILVER OAK SECURITIES, INCORPORATED trimmed8,465$419K0.2%2026-Q1 stale (1 quarter behind)
Cambridge Investment Research Advisors, Inc. trimmed7,610$377K0.2%2026-Q1 stale (1 quarter behind)
Retireful, LLC trimmed7,136$353K0.2%2026-Q1 stale (1 quarter behind)
Ducere Wealth Management LLC trimmed6,151$304K0.2%2026-Q1 stale (1 quarter behind)
Stratos Wealth Partners, LTD. new6,041$299K0.2%2026-Q1 stale (1 quarter behind)
HighTower Advisors, LLC trimmed4,645$230K0.1%2026-Q1 stale (1 quarter behind)
WealthShield Partners, LLC trimmed4,483$222K0.1%2026-Q1 stale (1 quarter behind)
Western Wealth Management, LLC new2,465$122K0.1%2026-Q1 stale (1 quarter behind)
Destiny Wealth Partners, LLC new1,969$97K0.1%2026-Q1 stale (1 quarter behind)
Capital Analysts, LLC1,205$60K0.0%2026-Q1 stale (1 quarter behind)
Kingdom Financial Group LLC.39$2K0.0%2026-Q1 stale (1 quarter behind)
Lloyd Advisory Services, LLC. new39$2K0.0%2026-Q1 stale (1 quarter behind)
Legacy Wealth Managment, LLC/ID new39$2K0.0%2026-Q1 stale (1 quarter behind)
CWM, LLC added22$1K0.0%2026-Q1 stale (1 quarter behind)
FMR LLC added3$1490.0%2026-Q1 stale (1 quarter behind)
FLAGSHIP HARBOR ADVISORS, LLC new1,148$57K0.0%2025-Q4 stale (2 quarters behind)
US BANCORP \DE\ new511$25K0.0%2025-Q4 stale (2 quarters behind)
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new201$10K0.0%2025-Q4 stale (2 quarters behind)
Kovitz Investment Group Partners, LLC added11,164$548K0.3%2025-Q3 stale (3 quarters behind)
Marshall & Sterling Wealth Advisors Inc. added699$34K0.0%2025-Q3 stale (3 quarters behind)
Wagner Wealth Management, LLC added5,704$268K0.2%2025-Q2 stale (4 quarters behind)
AVANTAX ADVISORY SERVICES, INC. added5,442$256K0.1%2025-Q2 stale (4 quarters behind)
Wilmington Savings Fund Society, FSB new229$11K0.0%2025-Q2 stale (4 quarters behind)
CONCOURSE FINANCIAL GROUP SECURITIES, INC.0—0.0%2025-Q2 stale (4 quarters behind)

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

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