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Institutional Ownership · SEC Form 13F

Who owns GIBLX


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

6
Institutional holders
4M
Shares held (tracked funds)

How the tape is positioned

The tracked-fund tape on GIBLX is one-sided between 2026-Q1 and 2026-Q2: 3 added or opened and 1 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

GIBLX’s largest tracked holder by dollar value, GUGGENHEIM CAPITAL LLC, sizes it at 0.9% of its own reported 13F book, while the median holder sizes it at 0.4% of theirs — a 0.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in GIBLX 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

Only 3 institutional filer(s) hold this name — too few for a reliable accumulation read. The institutional-confluence signal needs at least 5 filers.

We do not publish a positioning read for a window we cannot measure honestly. A starting question, not a verdict.

New buyers & exits

Funds opening or closing a position in GIBLX 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

  • GUGGENHEIM CAPITAL LLC$197M
  • JANE STREET GROUP, LLC$2M
  • GOLDMAN SACHS GROUP INC$1M

Full exits 1

  • Redwood Wealth Management Group, LLC$2M

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
GUGGENHEIM CAPITAL LLC new2,709,138$136M97.1%2026-Q2
JANE STREET GROUP, LLC new31,470$2M1.1%2026-Q2
GOLDMAN SACHS GROUP INC new13,092$658K0.5%2026-Q2
Redwood Wealth Management Group, LLC trimmed74,992$2M1.3%2026-Q1 stale (1 quarter 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.

Learn how to read institutional ownership