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Institutional Ownership · SEC Form 13F

Who owns GLO


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

64
Institutional holders
19M
Shares held (tracked funds)

How the tape is positioned

14 tracked funds added or opened GLO while 7 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

GLO’s largest tracked holder by dollar value, Pathstone Holdings, LLC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in GLO 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 64 tracked filers holding GLO, 33 increased or opened the position and 26 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 GLO 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 1

  • Alpine Global Management, LLC$2M

Full exits 4

  • SIT INVESTMENT ASSOCIATES INC$17M
  • Penserra Capital Management LLC$4M
  • Verition Fund Management LLC$2M
  • Patriot Financial Group Insurance Agency, LLC$614K

Largest adds

  • Saba Capital Management, L.P.$5M
  • Pathstone Holdings, LLC$2M
  • Bulldog Investors, LLP$2M
  • North Ground Capital$2M
  • ROYAL BANK OF CANADA$1M
  • MORGAN STANLEY$1M

Largest trims

  • RIVERNORTH CAPITAL MANAGEMENT, LLC$6M
  • Private Advisor Group, LLC$4M
  • Matisse Capital$364K

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
Pathstone Holdings, LLC added3,860,158$24M16.6%2026-Q2
Saba Capital Management, L.P. added3,507,188$21M15.1%2026-Q2
MORGAN STANLEY trimmed3,236,910$20M13.9%2026-Q2
RIVERNORTH CAPITAL MANAGEMENT, LLC trimmed1,081,372$7M4.6%2026-Q2
Bulldog Investors, LLP added877,416$5M3.8%2026-Q2
North Ground Capital added728,000$4M3.1%2026-Q2
Almitas Capital LLC added709,764$4M3.1%2026-Q2
ROYAL BANK OF CANADA added618,363$4M2.7%2026-Q2
CAPSTONE INVESTMENT ADVISORS, LLC560,671$3M2.4%2026-Q2
Allspring Global Investments Holdings, LLC added457,036$3M2.0%2026-Q2
Karpus Management, Inc. added451,041$3M1.9%2026-Q2
Matisse Capital trimmed356,008$2M1.5%2026-Q2
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC added298,641$2M1.3%2026-Q2
Alpine Global Management, LLC trimmed268,008$2M1.2%2026-Q2
GUGGENHEIM CAPITAL LLC added246,782$2M1.1%2026-Q2
TrueMark Investments, LLC added212,884$1M0.9%2026-Q2
Shaker Financial Services, LLC added208,507$1M0.9%2026-Q2
EVOLVE PRIVATE WEALTH, LLC trimmed139,939$856K0.6%2026-Q2
RPO LLC91,479$560K0.4%2026-Q2
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC89,131$534K0.4%2026-Q2
OSAIC HOLDINGS, INC. trimmed84,856$519K0.4%2026-Q2
LPL Financial LLC added78,899$483K0.3%2026-Q2
SeaCrest Wealth Management, LLC added71,144$435K0.3%2026-Q2
READYSTATE ASSET MANAGEMENT LP trimmed65,764$402K0.3%2026-Q2
CoreCap Advisors, LLC added64,614$395K0.3%2026-Q2
Concurrent Investment Advisors, LLC added62,073$380K0.3%2026-Q2
RAYMOND JAMES FINANCIAL INC added55,615$340K0.2%2026-Q2
Capital Asset Advisory Services LLC new51,834$317K0.2%2026-Q2
AXXCESS WEALTH MANAGEMENT, LLC new51,834$317K0.2%2026-Q2
Marex Group Ltd40,359$247K0.2%2026-Q2
Savvy Advisors, Inc.32,430$198K0.1%2026-Q2
XTX Topco Ltd new31,744$194K0.1%2026-Q2
B. Riley Wealth Advisors, Inc. added29,831$181K0.1%2026-Q2
Vestmark Advisory Solutions, Inc.27,950$171K0.1%2026-Q2
ELEVATION POINT WEALTH PARTNERS, LLC27,950$171K0.1%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC trimmed27,873$171K0.1%2026-Q2
Rockefeller Capital Management L.P. added25,382$155K0.1%2026-Q2
DECISION INVESTMENTS, INC trimmed22,790$139K0.1%2026-Q2
WJ Financial Advisors LLC trimmed18,534$113K0.1%2026-Q2
JANE STREET GROUP, LLC added17,997$110K0.1%2026-Q2
Tactive Advisors, LLC trimmed15,996$98K0.1%2026-Q2
NWF Advisory Services Inc.15,000$92K0.1%2026-Q2
IMC-Chicago, LLC new13,436$82K0.1%2026-Q2
Private Advisor Group, LLC trimmed13,023$80K0.1%2026-Q2
UBS Group AG added12,810$78K0.1%2026-Q2
Cetera Investment Advisers new11,789$72K0.1%2026-Q2
180 WEALTH ADVISORS, LLC trimmed10,400$64K0.0%2026-Q2
PNC Financial Services Group, Inc.10,045$61K0.0%2026-Q2
WELLS FARGO & COMPANY/MN trimmed9,437$58K0.0%2026-Q2
Institute for Wealth Management, LLC. new6,133$38K0.0%2026-Q2
Quent Capital, LLC new5,100$31K0.0%2026-Q2
BARRETT & COMPANY, INC.4,670$29K0.0%2026-Q2
Global Retirement Partners, LLC new4,624$28K0.0%2026-Q2
HOLLENCREST CAPITAL MANAGEMENT3,500$21K0.0%2026-Q2
FIFTH THIRD BANCORP trimmed1,836$11K0.0%2026-Q2
WHITTIER TRUST CO OF NEVADA INC1,775$11K0.0%2026-Q2
MCF Advisors LLC1,736$11K0.0%2026-Q2
Aventura Private Wealth, LLC1,503$9K0.0%2026-Q2
IFP Advisors, Inc added1,386$8K0.0%2026-Q2
Pinnacle Wealth Planning Services, Inc.1,342$8K0.0%2026-Q2
WPG Advisers, LLC836$5K0.0%2026-Q2
HIGHLINE WEALTH PARTNERS LLC new400$2K0.0%2026-Q2
Golden State Wealth Management, LLC273$2K0.0%2026-Q2
ASSETMARK, INC88$5390.0%2026-Q2
SIT INVESTMENT ASSOCIATES INC added3,112,158$17M12.2%2026-Q1 stale (1 quarter behind)
Penserra Capital Management LLC added775,387$4M3.0%2026-Q1 stale (1 quarter behind)
Verition Fund Management LLC trimmed333,279$2M1.3%2026-Q1 stale (1 quarter behind)
Patriot Financial Group Insurance Agency, LLC added110,204$614K0.4%2026-Q1 stale (1 quarter behind)
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed28,842$161K0.1%2026-Q1 stale (1 quarter behind)
Z3 Capital Partners, LLC trimmed14,099$79K0.1%2026-Q1 stale (1 quarter behind)
Allworth Financial LP added12,478$70K0.0%2026-Q1 stale (1 quarter behind)
HighTower Advisors, LLC trimmed11,652$65K0.0%2026-Q1 stale (1 quarter behind)
WOLVERINE ASSET MANAGEMENT LLC trimmed3,900$22K0.0%2026-Q1 stale (1 quarter behind)
CWM, LLC1,046$6K0.0%2026-Q1 stale (1 quarter behind)
Bollard Group LLC new303$2K0.0%2026-Q1 stale (1 quarter behind)
Root Financial Partners, LLC new183$1K0.0%2026-Q1 stale (1 quarter behind)
Sound Income Strategies, LLC107$5960.0%2026-Q1 stale (1 quarter behind)
Aptus Capital Advisors, LLC38,730$219K0.2%2025-Q4 stale (2 quarters behind)
1607 Capital Partners, LLC23,802$135K0.1%2025-Q4 stale (2 quarters behind)
CITADEL ADVISORS LLC trimmed20,950$119K0.1%2025-Q4 stale (2 quarters behind)
CSS LLC/IL20,031$113K0.1%2025-Q4 stale (2 quarters behind)
STEPHENS INC /AR/ added15,821$90K0.1%2025-Q4 stale (2 quarters behind)
NewEdge Advisors, LLC trimmed11,600$66K0.0%2025-Q4 stale (2 quarters behind)
Chicago Partners Investment Group LLC trimmed10,927$65K0.0%2025-Q4 stale (2 quarters behind)
HRT FINANCIAL LP trimmed10,814$61K0.0%2025-Q4 stale (2 quarters behind)
COMERICA BANK trimmed2,047$12K0.0%2025-Q4 stale (2 quarters behind)
MILLENNIUM MANAGEMENT LLC new36,000$205K0.1%2025-Q3 stale (3 quarters behind)
BANK OF AMERICA CORP /DE/ added13,112$75K0.1%2025-Q3 stale (3 quarters behind)
Walleye Capital LLC trimmed12,790$73K0.1%2025-Q3 stale (3 quarters behind)
Elequin Capital, LP added16,754$91K0.1%2025-Q2 stale (4 quarters behind)
BENJAMIN EDWARDS INC10,200$55K0.0%2025-Q2 stale (4 quarters behind)
Geneos Wealth Management Inc. trimmed1,853$10K0.0%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.

Learn how to read institutional ownership