Who owns GLOF
Which tracked institutional funds hold GLOF, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See GLOF company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-18). 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 GLOF is one-sided between 2026-Q1 and 2026-Q2: 15 added or opened and 4 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
GLOF’s largest tracked holder by dollar value, Goldstone Financial Group, LLC, sizes it at 1.8% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.8pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in GLOF 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 66 tracked filers holding GLOF, 28 increased or opened the position and 34 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 GLOF 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
- AXXCESS WEALTH MANAGEMENT, LLC$2M
- CITADEL ADVISORS LLC$2M
- Vise Technologies, Inc.$839K
Full exits 1
- DGS Capital Management, LLC$8M
Largest adds
- Goldstone Financial Group, LLC$12M
- AMERIPRISE FINANCIAL INC$10M
- WELLS FARGO & COMPANY/MN$3M
- Empowered Funds, LLC$1M
- SHP Wealth Management$1M
- NewEdge Advisors, LLC$899K
Largest trims
- BANK OF AMERICA CORP /DE/$2M
- RAYMOND JAMES FINANCIAL INC$1M
- JANE STREET GROUP, LLC$762K
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 |
|---|---|---|---|---|
| Goldstone Financial Group, LLC added | 338,741 | $20M | 13.7% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 240,806 | $14M | 9.7% | 2026-Q2 |
| Waverly Advisors, LLC trimmed | 237,226 | $14M | 9.6% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 180,446 | $11M | 7.3% | 2026-Q2 |
| Empowered Funds, LLC added | 172,322 | $10M | 7.0% | 2026-Q2 |
| Ignite Planners, LLC added | 84,960 | $5M | 3.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 57,649 | $3M | 2.3% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 49,167 | $3M | 2.0% | 2026-Q2 |
| DAYMARK WEALTH PARTNERS, LLC trimmed | 41,261 | $2M | 1.7% | 2026-Q2 |
| 5T Wealth, LLC trimmed | 41,242 | $2M | 1.7% | 2026-Q2 |
| 3Chopt Investment Partners, LLC trimmed | 38,369 | $2M | 1.6% | 2026-Q2 |
| SHP Wealth Management added | 35,499 | $2M | 1.4% | 2026-Q2 |
| Camarda Financial Advisors, LLC trimmed | 34,810 | $2M | 1.4% | 2026-Q2 |
| Composition Wealth, LLC trimmed | 32,475 | $2M | 1.3% | 2026-Q2 |
| Creative Planning trimmed | 31,850 | $2M | 1.3% | 2026-Q2 |
| Darwin Wealth Management, LLC trimmed | 30,379 | $2M | 1.2% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC trimmed | 30,380 | $2M | 1.2% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 29,158 | $2M | 1.2% | 2026-Q2 |
| LPL Financial LLC added | 28,417 | $2M | 1.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 26,578 | $2M | 1.1% | 2026-Q2 |
| LifeGoal Investments, LLC trimmed | 24,288 | $1M | 1.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 16,473 | $969K | 0.7% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 16,363 | $962K | 0.7% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 15,568 | $916K | 0.6% | 2026-Q2 |
| Modern Wealth Management, LLC added | 15,136 | $890K | 0.6% | 2026-Q2 |
| Vise Technologies, Inc. new | 14,258 | $839K | 0.6% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 12,669 | $745K | 0.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 12,586 | $740K | 0.5% | 2026-Q2 |
| JMN Financial LLC added | 9,852 | $579K | 0.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 9,088 | $534K | 0.4% | 2026-Q2 |
| LAKE STREET PRIVATE WEALTH, LLC trimmed | 8,952 | $526K | 0.4% | 2026-Q2 |
| Triad Wealth Partners, LLC added | 7,661 | $458K | 0.3% | 2026-Q2 |
| SYM FINANCIAL Corp | 6,415 | $377K | 0.3% | 2026-Q2 |
| Worth Financial Advisory Group, LLC trimmed | 6,011 | $354K | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 5,308 | $313K | 0.2% | 2026-Q2 |
| WADDELL & ASSOCIATES, LLC | 4,591 | $270K | 0.2% | 2026-Q2 |
| Sankala Group LLC added | 4,300 | $261K | 0.2% | 2026-Q2 |
| WBH ADVISORY INC trimmed | 4,348 | $256K | 0.2% | 2026-Q2 |
| NorthRock Partners, LLC | 4,326 | $254K | 0.2% | 2026-Q2 |
| Cohalo Advisory LLC trimmed | 4,026 | $237K | 0.2% | 2026-Q2 |
| M Wealth Management, LLC trimmed | 4,009 | $236K | 0.2% | 2026-Q2 |
| WealthPlan Investment Management, LLC trimmed | 3,965 | $233K | 0.2% | 2026-Q2 |
| ARQ WEALTH ADVISORS, LLC trimmed | 3,691 | $218K | 0.1% | 2026-Q2 |
| MORGAN STANLEY trimmed | 3,230 | $190K | 0.1% | 2026-Q2 |
| Kroeger Financial Partners new | 3,149 | $185K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 2,840 | $167K | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 2,827 | $166K | 0.1% | 2026-Q2 |
| WHITTIER TRUST CO OF NEVADA INC | 2,340 | $138K | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 2,266 | $133K | 0.1% | 2026-Q2 |
| COMPASS FINANCIAL MANAGEMENT LLC new | 2,224 | $131K | 0.1% | 2026-Q2 |
| Elevated Capital Advisors, LLC | 1,138 | $67K | 0.0% | 2026-Q2 |
| TFC Financial Management, Inc. | 906 | $53K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 897 | $53K | 0.0% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ | 830 | $49K | 0.0% | 2026-Q2 |
| FMR LLC added | 744 | $44K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 724 | $43K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA | 493 | $29K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc | 345 | $20K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC new | 264 | $16K | 0.0% | 2026-Q2 |
| Spire Wealth Management added | 190 | $11K | 0.0% | 2026-Q2 |
| Paladin Advisory Group, LLC | 95 | $6K | 0.0% | 2026-Q2 |
| Allworth Financial LP trimmed | 67 | $4K | 0.0% | 2026-Q2 |
| Davis Capital Management new | 63 | $4K | 0.0% | 2026-Q2 |
| Parallel Advisors, LLC | 50 | $3K | 0.0% | 2026-Q2 |
| VANGUARD ADVISERS INC | 3 | $176 | 0.0% | 2026-Q2 |
| Colonial Trust Advisors | 0 | — | 0.0% | 2026-Q2 |
| DGS Capital Management, LLC trimmed | 149,243 | $8M | 5.3% | 2026-Q1 stale (1 quarter behind) |
| ASHTON THOMAS SECURITIES, LLC | 8,500 | $443K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| FLOW TRADERS U.S. LLC trimmed | 5,382 | $281K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. trimmed | 4,109 | $214K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Advisory Services Network, LLC | 1,371 | $71K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| MAI Capital Management | 600 | $31K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| TWIN PEAKS WEALTH ADVISORS, LLC trimmed | 263 | $14K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Sunbelt Securities, Inc. | 92 | $5K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Ascentis Independent Advisors new | 84 | $4K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| NATIONAL BANK OF CANADA /FI/ trimmed | 78 | $4K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| MLG Wealth Management DBA Pine Grove Financial Group new | 22,313 | $1M | 0.8% | 2025-Q4 stale (2 quarters behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 18,082 | $954K | 0.7% | 2025-Q4 stale (2 quarters behind) |
| Independent Wealth Network Inc. trimmed | 9,250 | $488K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors trimmed | 4,908 | $259K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| COMERICA BANK | 2,561 | $135K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Promus Capital, LLC added | 248,459 | $13M | 8.8% | 2025-Q3 stale (3 quarters behind) |
| NWAM LLC trimmed | 9,316 | $484K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| Burt Wealth Advisors | 9,117 | $471K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| Belpointe Asset Management LLC new | 6,014 | $310K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| PRINCIPAL SECURITIES, INC. added | 1,138 | $59K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Physician Wealth Advisors, Inc. | 40 | $2K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| UBS Group AG new | 12 | $619 | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Blue Oak Capital, LLC new | 35,862 | $2M | 1.2% | 2025-Q2 stale (4 quarters behind) |
| Ameritas Advisory Services, LLC new | 2,418 | $117K | 0.1% | 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.
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.