Who owns GBIL
Which tracked institutional funds hold GBIL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See GBIL company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
87 tracked funds added or opened GBIL while 96 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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
GBIL’s largest tracked holder by dollar value, ACR Alpine Capital Research, LLC, sizes it at 19.2% of its own reported 13F book, while the median holder sizes it at 0.5% of theirs — a 18.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in GBIL 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 369 tracked filers holding GBIL, 195 increased or opened the position and 193 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 GBIL 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 18
- NewEdge Advisors, LLC$21M
- Arax Advisory Partners$14M
- GTS SECURITIES LLC$7M
- NewEdge Wealth, LLC$4M
- Tradewinds, LLC.$4M
- Valued Retirements, Inc.$2M
Full exits 24
- Betterment LLC$611M
- Acorns Advisers, LLC$54M
- Vivaldi Capital Management LP$17M
- Waterway Wealth Management, LLC$12M
- Cambridge Investment Research Advisors, Inc.$9M
- Q3 Asset Management$5M
Largest adds
- ACR Alpine Capital Research, LLC$238M
- OPPENHEIMER ASSET MANAGEMENT INC.$74M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$57M
- ENVESTNET ASSET MANAGEMENT INC$41M
- Mariner, LLC$39M
- Everest Private Wealth$25M
Largest trims
- St. James Investment Company, LLC$79M
- BANK OF AMERICA CORP /DE/$34M
- Corient Private Wealth LP$31M
- 3EDGE Asset Management, LP$31M
- Composition Wealth, LLC$26M
- Wealthfront Advisers LLC$21M
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| ACR Alpine Capital Research, LLC added | 13,511,909 | $1.4B | 22.2% | 2026-Q2 |
| MORGAN STANLEY added | 4,891,893 | $490M | 8.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 3,180,393 | $319M | 5.2% | 2026-Q2 |
| OPPENHEIMER ASSET MANAGEMENT INC. added | 2,974,646 | $298M | 4.9% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 2,243,996 | $225M | 3.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 2,216,844 | $222M | 3.6% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 2,027,792 | $203M | 3.3% | 2026-Q2 |
| LPL Financial LLC trimmed | 1,698,530 | $170M | 2.8% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 1,391,707 | $139M | 2.3% | 2026-Q2 |
| UBS Group AG trimmed | 1,051,869 | $105M | 1.7% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 983,704 | $99M | 1.6% | 2026-Q2 |
| Composition Wealth, LLC trimmed | 884,634 | $89M | 1.5% | 2026-Q2 |
| Pathway Financial Advisors LLC trimmed | 883,009 | $88M | 1.4% | 2026-Q2 |
| St. James Investment Company, LLC trimmed | 861,962 | $86M | 1.4% | 2026-Q2 |
| Mariner, LLC added | 762,625 | $76M | 1.3% | 2026-Q2 |
| Wealthfront Advisers LLC trimmed | 705,962 | $71M | 1.2% | 2026-Q2 |
| Bell Investment Advisors, Inc trimmed | 641,135 | $64M | 1.1% | 2026-Q2 |
| HOHIMER WEALTH MANAGEMENT, LLC added | 592,861 | $59M | 1.0% | 2026-Q2 |
| 3EDGE Asset Management, LP trimmed | 583,193 | $58M | 1.0% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 570,276 | $57M | 0.9% | 2026-Q2 |
| Redwood Park Advisors LLC added | 482,845 | $48M | 0.8% | 2026-Q2 |
| Atria Investments, Inc added | 452,406 | $45M | 0.7% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 430,349 | $43M | 0.7% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 424,817 | $43M | 0.7% | 2026-Q2 |
| Cetera Investment Advisers added | 344,565 | $35M | 0.6% | 2026-Q2 |
| Chicago Partners Investment Group LLC added | 290,885 | $29M | 0.5% | 2026-Q2 |
| Everest Private Wealth added | 262,807 | $26M | 0.4% | 2026-Q2 |
| Alesco Advisors, LLC, An ESL Co added | 249,147 | $25M | 0.4% | 2026-Q2 |
| Waterloo Capital, L.P. added | 234,945 | $24M | 0.4% | 2026-Q2 |
| Nest Investments, LLC trimmed | 232,144 | $23M | 0.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 225,662 | $23M | 0.4% | 2026-Q2 |
| ALTFEST L J & CO INC added | 218,940 | $22M | 0.4% | 2026-Q2 |
| NewEdge Advisors, LLC added | 209,004 | $21M | 0.3% | 2026-Q2 |
| SAGE RHINO CAPITAL LLC added | 186,254 | $19M | 0.3% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 171,413 | $17M | 0.3% | 2026-Q2 |
| &PARTNERS added | 170,692 | $17M | 0.3% | 2026-Q2 |
| LEVEL FOUR ADVISORY SERVICES, LLC added | 165,571 | $17M | 0.3% | 2026-Q2 |
| Tevis Investment Management trimmed | 156,368 | $16M | 0.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 151,279 | $15M | 0.2% | 2026-Q2 |
| Cresset Asset Management, LLC added | 145,561 | $15M | 0.2% | 2026-Q2 |
| Robertson Stephens Wealth Management, LLC trimmed | 144,376 | $14M | 0.2% | 2026-Q2 |
| Financial & Tax Architects, LLC added | 143,348 | $14M | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 142,501 | $14M | 0.2% | 2026-Q2 |
| VERUS CAPITAL PARTNERS, LLC added | 137,866 | $14M | 0.2% | 2026-Q2 |
| Arax Advisory Partners added | 135,763 | $14M | 0.2% | 2026-Q2 |
| MBL Wealth, LLC trimmed | 126,202 | $13M | 0.2% | 2026-Q2 |
| Winch Advisory Services, LLC trimmed | 118,391 | $12M | 0.2% | 2026-Q2 |
| GUIDANCE CAPITAL, INC added | 118,446 | $12M | 0.2% | 2026-Q2 |
| BLUE SQUARE ASSET MANAGEMENT, LLC trimmed | 118,191 | $12M | 0.2% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 118,095 | $12M | 0.2% | 2026-Q2 |
| WealthTrak Capital Management LLC trimmed | 118,041 | $12M | 0.2% | 2026-Q2 |
| Rock Creek Group LLC trimmed | 107,042 | $11M | 0.2% | 2026-Q2 |
| Private Advisory Group LLC added | 101,040 | $10M | 0.2% | 2026-Q2 |
| Keebeck Wealth Management trimmed | 99,153 | $10M | 0.2% | 2026-Q2 |
| One Capital Management, LLC | 96,350 | $10M | 0.2% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 93,407 | $9M | 0.2% | 2026-Q2 |
| Cannon Capital Management, Inc. trimmed | 93,258 | $9M | 0.2% | 2026-Q2 |
| Peak Asset Management, LLC added | 92,939 | $9M | 0.2% | 2026-Q2 |
| RESOLUTE CAPITAL, LLC trimmed | 89,228 | $9M | 0.1% | 2026-Q2 |
| Focus Partners Wealth added | 88,151 | $9M | 0.1% | 2026-Q2 |
| Wilkerson Advisory Group LLC added | 84,811 | $8M | 0.1% | 2026-Q2 |
| Finhabits Advisors LLC added | 84,227 | $8M | 0.1% | 2026-Q2 |
| Baker Ellis Asset Management LLC trimmed | 83,088 | $8M | 0.1% | 2026-Q2 |
| VanWeelden Wealth Management, LLC trimmed | 83,055 | $8M | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 82,385 | $8M | 0.1% | 2026-Q2 |
| MGO ONE SEVEN LLC added | 81,374 | $8M | 0.1% | 2026-Q2 |
| Sterneck Capital Management, LLC trimmed | 80,028 | $8M | 0.1% | 2026-Q2 |
| MADDEN SECURITIES Corp added | 78,368 | $8M | 0.1% | 2026-Q2 |
| Nicholson Meyer Capital Management, Inc. added | 78,175 | $8M | 0.1% | 2026-Q2 |
| Castle Rock Wealth Management, LLC trimmed | 75,029 | $7M | 0.1% | 2026-Q2 |
| Perigon Wealth Management, LLC added | 74,364 | $7M | 0.1% | 2026-Q2 |
| Blueprint Investment Partners LLC trimmed | 73,865 | $7M | 0.1% | 2026-Q2 |
| NorthStar Asset Management LLC /NJ/ trimmed | 73,605 | $7M | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 72,606 | $7M | 0.1% | 2026-Q2 |
| B. Riley Wealth Advisors, Inc. added | 72,223 | $7M | 0.1% | 2026-Q2 |
| GTS SECURITIES LLC added | 71,372 | $7M | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 70,552 | $7M | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 68,751 | $7M | 0.1% | 2026-Q2 |
| Accurate Wealth Management, LLC added | 67,040 | $7M | 0.1% | 2026-Q2 |
| LEAVELL INVESTMENT MANAGEMENT, INC. added | 65,110 | $7M | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 60,255 | $6M | 0.1% | 2026-Q2 |
| Goldstein Advisors, LLC trimmed | 57,827 | $6M | 0.1% | 2026-Q2 |
| CAHILL FINANCIAL ADVISORS INC added | 56,509 | $6M | 0.1% | 2026-Q2 |
| KG Capital Management added | 52,149 | $5M | 0.1% | 2026-Q2 |
| EVERGREEN CAPITAL MANAGEMENT LLC trimmed | 51,318 | $5M | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 49,775 | $5M | 0.1% | 2026-Q2 |
| TECTONIC ADVISORS LLC trimmed | 44,213 | $4M | 0.1% | 2026-Q2 |
| Addison Capital Co trimmed | 43,616 | $4M | 0.1% | 2026-Q2 |
| Betterment LLC added | 6,099,166 | $611M | 10.0% | 2026-Q1 stale |
| RENAISSANCE TECHNOLOGIES LLC added | 1,129,400 | $113M | 1.9% | 2025-Q1 stale |
| Acorns Advisers, LLC added | 536,466 | $54M | 0.9% | 2026-Q1 stale |
| Capitolis Liquid Global Markets LLC new | 202,300 | $20M | 0.3% | 2025-Q2 stale |
| Janney Montgomery Scott LLC trimmed | 198,832 | $20M | 0.3% | 2025-Q4 stale |
| Vivaldi Capital Management LP added | 174,028 | $17M | 0.3% | 2026-Q1 stale |
| Waterway Wealth Management, LLC trimmed | 144,931 | $12M | 0.2% | 2026-Q1 stale |
| SYKON CAPITAL LLC trimmed | 111,765 | $11M | 0.2% | 2025-Q1 stale |
| Cambridge Investment Research Advisors, Inc. trimmed | 86,960 | $9M | 0.1% | 2026-Q1 stale |
| CW Advisors, LLC added | 61,517 | $6M | 0.1% | 2025-Q2 stale |
| Q3 Asset Management added | 50,862 | $5M | 0.1% | 2026-Q1 stale |
| FULLCIRCLE WEALTH LLC added | 45,560 | $5M | 0.1% | 2025-Q3 stale |
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.
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.