Who owns GCOW (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-Q1 13F filings. 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
The tracked-fund tape on GCOW is one-sided between 2025-Q4 and 2026-Q1: 80 added or opened and 17 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
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 0.1pp 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 2025-Q4 and 2026-Q1, across 240 tracked filers holding GCOW, 146 increased or opened the position and 77 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 2025-Q4 and 2026-Q1 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 15
- WADDELL & ASSOCIATES, LLC$96M
- Ocean Park Asset Management, LLC$11M
- Beaumont Financial Advisors, LLC$9M
- WNY Asset Management, LLC$4M
- Braeburn Wealth Management LLC$3M
- FIFTH THIRD BANCORP$2M
Full exits 7
- J.W. COLE ADVISORS, INC.$7M
- Insight Advisors, LLC/ PA$3M
- COMERICA BANK$1M
- CITADEL ADVISORS LLC$1M
- Mariner, LLC$847K
- Diversify Advisory Services, LLC$759K
Largest adds
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$67M
- Hamilton Wealth, LLC$58M
- BANK OF AMERICA CORP /DE/$49M
- WELLS FARGO & COMPANY/MN$31M
- ROYAL BANK OF CANADA$31M
- LPL Financial LLC$26M
Largest trims
- NewEdge Advisors, LLC$9M
- KESTRA PRIVATE WEALTH SERVICES, LLC$2M
- EverSource Wealth Advisors, LLC$2M
- GeoWealth Management, LLC$1M
- &PARTNERS$1M
- BCS Wealth Management$1M
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 |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 8,118,813 | $375M | 17.9% | 2026-Q1 |
| MORGAN STANLEY trimmed | 5,294,574 | $245M | 11.7% | 2026-Q1 |
| LPL Financial LLC added | 3,500,487 | $162M | 7.7% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 2,397,938 | $111M | 5.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 2,084,039 | $96M | 4.6% | 2026-Q1 |
| WADDELL & ASSOCIATES, LLC new | 2,068,689 | $96M | 4.6% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 1,918,439 | $89M | 4.2% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 1,707,738 | $79M | 3.8% | 2026-Q1 |
| Cetera Investment Advisers added | 1,482,311 | $69M | 3.3% | 2026-Q1 |
| Hamilton Wealth, LLC added | 1,271,100 | $59M | 2.8% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 1,161,066 | $53M | 2.5% | 2026-Q1 |
| UBS Group AG added | 949,789 | $44M | 2.1% | 2026-Q1 |
| Orion Porfolio Solutions, LLC added | 948,838 | $44M | 2.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 908,537 | $42M | 2.0% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 821,287 | $38M | 1.8% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 749,115 | $35M | 1.7% | 2026-Q1 |
| Pacer Advisors, Inc. trimmed | 408,679 | $19M | 0.9% | 2026-Q1 |
| Karpus Management, Inc. added | 391,956 | $18M | 0.9% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 367,620 | $17M | 0.8% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 358,582 | $17M | 0.8% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 330,820 | $15M | 0.7% | 2026-Q1 |
| Baird Financial Group, Inc. added | 295,354 | $14M | 0.7% | 2026-Q1 |
| AE Wealth Management LLC added | 288,935 | $13M | 0.6% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 277,634 | $13M | 0.6% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 268,896 | $12M | 0.6% | 2026-Q1 |
| Kera Capital Partners, Inc. added | 252,034 | $12M | 0.6% | 2026-Q1 |
| Ocean Park Asset Management, LLC new | 243,781 | $11M | 0.5% | 2026-Q1 |
| 1 NORTH WEALTH SERVICES LLC trimmed | 224,244 | $10M | 0.5% | 2026-Q1 |
| FINANCIAL MANAGEMENT NETWORK INC trimmed | 222,462 | $10M | 0.5% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 217,163 | $10M | 0.5% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 209,247 | $10M | 0.5% | 2026-Q1 |
| Beaumont Financial Advisors, LLC new | 192,721 | $9M | 0.4% | 2026-Q1 |
| Galvin, Gaustad & Stein, LLC added | 189,275 | $9M | 0.4% | 2026-Q1 |
| Lighthouse Wealth Management Inc. added | 183,239 | $8M | 0.4% | 2026-Q1 |
| HBW ADVISORY SERVICES LLC added | 163,025 | $8M | 0.4% | 2026-Q1 |
| AlphaCore Capital LLC added | 162,153 | $7M | 0.4% | 2026-Q1 |
| CITIGROUP INC added | 157,400 | $7M | 0.3% | 2026-Q1 |
| Empire Financial Management Company, LLC added | 111,547 | $5M | 0.2% | 2026-Q1 |
| MY Wealth Management Inc. added | 136,423 | $5M | 0.2% | 2026-Q1 |
| VestGen Advisors, LLC trimmed | 105,105 | $5M | 0.2% | 2026-Q1 |
| BNB Wealth Management, LLC added | 99,941 | $5M | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC added | 96,494 | $4M | 0.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 93,262 | $4M | 0.2% | 2026-Q1 |
| Belpointe Asset Management LLC added | 93,153 | $4M | 0.2% | 2026-Q1 |
| OPPENHEIMER & CO INC added | 90,586 | $4M | 0.2% | 2026-Q1 |
| Prostatis Group LLC trimmed | 86,356 | $4M | 0.2% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ added | 85,533 | $4M | 0.2% | 2026-Q1 |
| Waverly Advisors, LLC added | 85,472 | $4M | 0.2% | 2026-Q1 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added | 81,736 | $4M | 0.2% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 80,562 | $4M | 0.2% | 2026-Q1 |
| Geneos Wealth Management Inc. added | 79,727 | $4M | 0.2% | 2026-Q1 |
| Fermata Advisors, LLC trimmed | 78,065 | $4M | 0.2% | 2026-Q1 |
| Laurel Wealth Advisors LLC added | 78,709 | $4M | 0.2% | 2026-Q1 |
| Quantinno Capital Management LP added | 76,878 | $4M | 0.2% | 2026-Q1 |
| WNY Asset Management, LLC added | 76,340 | $4M | 0.2% | 2026-Q1 |
| CALTON & ASSOCIATES, INC. added | 76,252 | $4M | 0.2% | 2026-Q1 |
| Intrua Financial, LLC added | 73,621 | $3M | 0.2% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 79,283 | $3M | 0.2% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 70,316 | $3M | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 67,720 | $3M | 0.1% | 2026-Q1 |
| Bleakley Financial Group, LLC added | 62,967 | $3M | 0.1% | 2026-Q1 |
| Braeburn Wealth Management LLC new | 62,319 | $3M | 0.1% | 2026-Q1 |
| Capital Analysts, LLC trimmed | 61,907 | $3M | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 58,203 | $3M | 0.1% | 2026-Q1 |
| Modern Wealth Management, LLC trimmed | 56,610 | $3M | 0.1% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 55,764 | $3M | 0.1% | 2026-Q1 |
| NewEdge Advisors, LLC trimmed | 222,088 | $2M | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC added | 49,993 | $2M | 0.1% | 2026-Q1 |
| MONETA GROUP INVESTMENT ADVISORS LLC trimmed | 46,484 | $2M | 0.1% | 2026-Q1 |
| Per Stirling Capital Management, LLC. added | 45,595 | $2M | 0.1% | 2026-Q1 |
| Investment Partners Asset Management, Inc. added | 45,250 | $2M | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 43,928 | $2M | 0.1% | 2026-Q1 |
| Comprehensive Financial Consultants Institutional, Inc. trimmed | 43,153 | $2M | 0.1% | 2026-Q1 |
| Clear Creek Financial Management, LLC added | 43,072 | $2M | 0.1% | 2026-Q1 |
| Gladstone Institutional Advisory LLC added | 42,794 | $2M | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 41,971 | $2M | 0.1% | 2026-Q1 |
| IFP Advisors, Inc trimmed | 40,595 | $2M | 0.1% | 2026-Q1 |
| CIBC WORLD MARKET INC. trimmed | 40,429 | $2M | 0.1% | 2026-Q1 |
| LRI Investments, LLC trimmed | 40,082 | $2M | 0.1% | 2026-Q1 |
| Amplius Wealth Advisors, LLC trimmed | 39,603 | $2M | 0.1% | 2026-Q1 |
| Fearless Solutions, LLC dba Best Invest trimmed | 39,301 | $2M | 0.1% | 2026-Q1 |
| STEPHENS INC /AR/ added | 38,500 | $2M | 0.1% | 2026-Q1 |
| TRUE Private Wealth Advisors added | 38,314 | $2M | 0.1% | 2026-Q1 |
| Beacon Pointe Advisors, LLC trimmed | 35,569 | $2M | 0.1% | 2026-Q1 |
| Perissos Private Wealth Management, LLC added | 35,478 | $2M | 0.1% | 2026-Q1 |
| Founders Financial Alliance, LLC trimmed | 35,384 | $2M | 0.1% | 2026-Q1 |
| BCS Wealth Management trimmed | 34,261 | $2M | 0.1% | 2026-Q1 |
| THOROUGHBRED FINANCIAL SERVICES, LLC added | 33,687 | $2M | 0.1% | 2026-Q1 |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 329,086 | $12M | 0.6% | 2025-Q2 stale |
| Beacon Harbor Wealth Advisors, Inc. trimmed | 296,622 | $11M | 0.5% | 2025-Q2 stale |
| Orion Portfolio Solutions, LLC added | 303,089 | $11M | 0.5% | 2025-Q1 stale |
| J.W. COLE ADVISORS, INC. added | 162,543 | $7M | 0.3% | 2025-Q4 stale |
| FLOW TRADERS U.S. LLC added | 162,484 | $6M | 0.3% | 2025-Q1 stale |
| Convergence Financial, LLC added | 101,827 | $4M | 0.2% | 2025-Q2 stale |
| Insight Advisors, LLC/ PA added | 74,732 | $3M | 0.1% | 2025-Q4 stale |
| 1858 WEALTH MANAGEMENT, LLC | 60,000 | $2M | 0.1% | 2025-Q3 stale |
| OLD MISSION CAPITAL LLC trimmed | 51,804 | $2M | 0.1% | 2025-Q1 stale |
| Atria Investments, Inc added | 48,746 | $2M | 0.1% | 2025-Q2 stale |
| OneAscent Financial Services LLC added | 47,121 | $2M | 0.1% | 2025-Q2 stale |
| Efficient Advisors, LLC added | 45,031 | $2M | 0.1% | 2025-Q2 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.