Who owns GCOW
Which tracked institutional funds hold GCOW, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See GCOW company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 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
32 tracked funds added or opened GCOW while 54 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
GCOW’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes GCOW more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in GCOW 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 242 tracked filers holding GCOW, 153 increased or opened the position and 90 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 GCOW 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 6
- J.W. COLE ADVISORS, INC.$8M
- Colonial River Investments, LLC$5M
- Copper Harbor Investment Advisors, LLC$4M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- Diversify Advisory Services, LLC$828K
- J. M. Brown & Associates Inc.$614K
Full exits 17
- Cambridge Investment Research Advisors, Inc.$42M
- Pacer Advisors, Inc.$19M
- Janney Montgomery Scott LLC$12M
- Ocean Park Asset Management, LLC$11M
- Beaumont Financial Advisors, LLC$9M
- Galvin, Gaustad & Stein, LLC$9M
Largest adds
- NewEdge Advisors, LLC$9M
- Kingsview Wealth Management, LLC$8M
- JONES FINANCIAL COMPANIES LLLP$7M
- MORGAN STANLEY$6M
- Orion Porfolio Solutions, LLC$6M
- D.A. DAVIDSON & CO.$3M
Largest trims
- Hamilton Wealth, LLC$41M
- BANK OF AMERICA CORP /DE/$14M
- AE Wealth Management LLC$13M
- Steward Partners Investment Advisory, LLC$10M
- WELLS FARGO & COMPANY/MN$7M
- WADDELL & ASSOCIATES, LLC$6M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 8,338,030 | $361M | 19.1% | 2026-Q2 |
| MORGAN STANLEY added | 5,794,616 | $251M | 13.3% | 2026-Q2 |
| LPL Financial LLC added | 3,798,776 | $164M | 8.7% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 2,440,654 | $106M | 5.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 2,181,851 | $94M | 5.0% | 2026-Q2 |
| WADDELL & ASSOCIATES, LLC trimmed | 2,059,834 | $89M | 4.7% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 1,897,579 | $82M | 4.4% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 1,708,592 | $74M | 3.9% | 2026-Q2 |
| Cetera Investment Advisers added | 1,508,189 | $65M | 3.5% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 1,371,404 | $60M | 3.2% | 2026-Q2 |
| Orion Porfolio Solutions, LLC added | 1,146,295 | $50M | 2.6% | 2026-Q2 |
| UBS Group AG added | 1,031,575 | $45M | 2.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 868,110 | $38M | 2.0% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 737,415 | $32M | 1.7% | 2026-Q2 |
| Karpus Management, Inc. added | 413,372 | $18M | 0.9% | 2026-Q2 |
| Hamilton Wealth, LLC trimmed | 403,695 | $17M | 0.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 379,362 | $16M | 0.9% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 374,953 | $16M | 0.9% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 362,363 | $16M | 0.8% | 2026-Q2 |
| Baird Financial Group, Inc. added | 297,982 | $13M | 0.7% | 2026-Q2 |
| Kera Capital Partners, Inc. added | 282,440 | $12M | 0.6% | 2026-Q2 |
| NewEdge Advisors, LLC added | 266,466 | $12M | 0.6% | 2026-Q2 |
| 1 NORTH WEALTH SERVICES LLC added | 226,773 | $10M | 0.5% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 220,024 | $10M | 0.5% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 212,686 | $9M | 0.5% | 2026-Q2 |
| FINANCIAL MANAGEMENT NETWORK INC trimmed | 209,579 | $9M | 0.5% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 203,951 | $9M | 0.5% | 2026-Q2 |
| HBW ADVISORY SERVICES LLC added | 196,919 | $9M | 0.5% | 2026-Q2 |
| Lighthouse Wealth Management Inc. added | 190,575 | $8M | 0.4% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 179,097 | $8M | 0.4% | 2026-Q2 |
| AlphaCore Capital LLC added | 165,860 | $7M | 0.4% | 2026-Q2 |
| CITIGROUP INC added | 158,325 | $7M | 0.4% | 2026-Q2 |
| Private Advisor Group, LLC added | 135,875 | $6M | 0.3% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 121,880 | $5M | 0.3% | 2026-Q2 |
| Empire Financial Management Company, LLC added | 112,506 | $5M | 0.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 109,198 | $5M | 0.3% | 2026-Q2 |
| VestGen Advisors, LLC added | 107,742 | $5M | 0.2% | 2026-Q2 |
| Colonial River Investments, LLC new | 107,231 | $5M | 0.2% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 103,595 | $4M | 0.2% | 2026-Q2 |
| Copper Harbor Investment Advisors, LLC new | 101,416 | $4M | 0.2% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added | 92,570 | $4M | 0.2% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 90,273 | $4M | 0.2% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ added | 88,096 | $4M | 0.2% | 2026-Q2 |
| Quantinno Capital Management LP added | 85,476 | $4M | 0.2% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 85,347 | $4M | 0.2% | 2026-Q2 |
| Waverly Advisors, LLC trimmed | 84,659 | $4M | 0.2% | 2026-Q2 |
| Prostatis Group LLC trimmed | 83,352 | $4M | 0.2% | 2026-Q2 |
| Laurel Wealth Advisors LLC added | 80,510 | $3M | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 77,506 | $3M | 0.2% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 76,497 | $3M | 0.2% | 2026-Q2 |
| MY Wealth Management Inc. trimmed | 76,174 | $3M | 0.2% | 2026-Q2 |
| Intrua Financial, LLC added | 76,130 | $3M | 0.2% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 76,021 | $3M | 0.2% | 2026-Q2 |
| CALTON & ASSOCIATES, INC. trimmed | 74,063 | $3M | 0.2% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 73,233 | $3M | 0.2% | 2026-Q2 |
| Fermata Advisors, LLC trimmed | 72,631 | $3M | 0.2% | 2026-Q2 |
| WNY Asset Management, LLC trimmed | 71,623 | $3M | 0.2% | 2026-Q2 |
| Per Stirling Capital Management, LLC. added | 67,191 | $3M | 0.2% | 2026-Q2 |
| Bleakley Financial Group, LLC added | 65,351 | $3M | 0.1% | 2026-Q2 |
| EverSource Wealth Advisors, LLC added | 64,660 | $3M | 0.1% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 57,331 | $2M | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 57,008 | $2M | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 50,967 | $2M | 0.1% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC added | 50,785 | $2M | 0.1% | 2026-Q2 |
| Belpointe Asset Management LLC trimmed | 49,038 | $2M | 0.1% | 2026-Q2 |
| Investment Partners Asset Management, Inc. added | 45,261 | $2M | 0.1% | 2026-Q2 |
| Gladstone Institutional Advisory LLC added | 45,089 | $2M | 0.1% | 2026-Q2 |
| Comprehensive Financial Consultants Institutional, Inc. added | 44,032 | $2M | 0.1% | 2026-Q2 |
| Clear Creek Financial Management, LLC added | 43,360 | $2M | 0.1% | 2026-Q2 |
| MONETA GROUP INVESTMENT ADVISORS LLC trimmed | 42,718 | $2M | 0.1% | 2026-Q2 |
| STEPHENS INC /AR/ added | 42,663 | $2M | 0.1% | 2026-Q2 |
| CIBC WORLD MARKET INC. added | 41,475 | $2M | 0.1% | 2026-Q2 |
| TRUE Private Wealth Advisors added | 41,224 | $2M | 0.1% | 2026-Q2 |
| IFP Advisors, Inc added | 40,944 | $2M | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 40,268 | $2M | 0.1% | 2026-Q2 |
| LRI Investments, LLC | 40,082 | $2M | 0.1% | 2026-Q2 |
| CreativeOne Wealth, LLC added | 39,951 | $2M | 0.1% | 2026-Q2 |
| Fearless Solutions, LLC dba Best Invest trimmed | 39,117 | $2M | 0.1% | 2026-Q2 |
| Amplius Wealth Advisors, LLC trimmed | 37,975 | $2M | 0.1% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 37,498 | $2M | 0.1% | 2026-Q2 |
| Perissos Private Wealth Management, LLC added | 37,426 | $2M | 0.1% | 2026-Q2 |
| Founders Financial Alliance, LLC added | 36,672 | $2M | 0.1% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 34,641 | $1M | 0.1% | 2026-Q2 |
| COZAD ASSET MANAGEMENT INC added | 34,449 | $1M | 0.1% | 2026-Q2 |
| BCS Wealth Management trimmed | 33,403 | $1M | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 33,173 | $1M | 0.1% | 2026-Q2 |
| Pinnacle Financial Partners, Inc. added | 31,019 | $1M | 0.1% | 2026-Q2 |
| Aviance Capital Partners, LLC added | 30,810 | $1M | 0.1% | 2026-Q2 |
| Wealthcare Advisory Partners LLC added | 30,441 | $1M | 0.1% | 2026-Q2 |
| HUB Investment Partners, LLC added | 30,341 | $1M | 0.1% | 2026-Q2 |
| JBR Co Financial Management Inc added | 30,332 | $1M | 0.1% | 2026-Q2 |
| MMA ASSET MANAGEMENT LLC trimmed | 29,981 | $1M | 0.1% | 2026-Q2 |
| NOVEM GROUP trimmed | 29,729 | $1M | 0.1% | 2026-Q2 |
| Arax Advisory Partners added | 29,497 | $1M | 0.1% | 2026-Q2 |
| Commerce Advisors, LLC trimmed | 27,794 | $1M | 0.1% | 2026-Q2 |
| Modern Wealth Management, LLC trimmed | 27,757 | $1M | 0.1% | 2026-Q2 |
| Prospera Financial Services Inc added | 27,508 | $1M | 0.1% | 2026-Q2 |
| KMG FIDUCIARY PARTNERS, LLC added | 26,793 | $1M | 0.1% | 2026-Q2 |
| Independent Wealth Network Inc. trimmed | 26,675 | $1M | 0.1% | 2026-Q2 |
| World Investment Advisors added | 24,779 | $1M | 0.1% | 2026-Q2 |
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.