Who owns GLOF (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-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
7 tracked funds added or opened GLOF while 8 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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
GLOF’s largest tracked holder by dollar value, Waverly Advisors, 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 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 2025-Q4 and 2026-Q1, across 67 tracked filers holding GLOF, 32 increased or opened the position and 25 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 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 3
- Empowered Funds, LLC$9M
- Goldstone Financial Group, LLC$8M
- SHP Wealth Management$920K
Full exits 3
- CITADEL ADVISORS LLC$2M
- AXXCESS WEALTH MANAGEMENT, LLC$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$954K
Largest adds
- RAYMOND JAMES FINANCIAL INC$2M
- Waverly Advisors, LLC$1M
- HSBC HOLDINGS PLC$1M
- WELLS FARGO & COMPANY/MN$329K
Largest trims
- JPMORGAN CHASE & CO$1M
- JANE STREET GROUP, LLC$990K
- NewEdge Advisors, LLC$866K
- MORGAN STANLEY$391K
- AMERIPRISE FINANCIAL INC$299K
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 |
|---|---|---|---|---|
| Waverly Advisors, LLC added | 257,783 | $13M | 11.9% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 261,207 | $13M | 11.7% | 2026-Q1 |
| Empowered Funds, LLC new | 166,125 | $9M | 7.6% | 2026-Q1 |
| Goldstone Financial Group, LLC new | 156,366 | $8M | 7.2% | 2026-Q1 |
| DGS Capital Management, LLC trimmed | 149,243 | $8M | 6.9% | 2026-Q1 |
| Ignite Planners, LLC added | 82,315 | $4M | 3.8% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 52,781 | $3M | 2.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 50,978 | $3M | 2.3% | 2026-Q1 |
| HSBC HOLDINGS PLC added | 46,551 | $2M | 2.1% | 2026-Q1 |
| 5T Wealth, LLC added | 42,969 | $2M | 2.0% | 2026-Q1 |
| DAYMARK WEALTH PARTNERS, LLC trimmed | 41,995 | $2M | 1.9% | 2026-Q1 |
| 3Chopt Investment Partners, LLC | 38,542 | $2M | 1.8% | 2026-Q1 |
| Camarda Financial Advisors, LLC trimmed | 37,691 | $2M | 1.7% | 2026-Q1 |
| Composition Wealth, LLC trimmed | 33,300 | $2M | 1.5% | 2026-Q1 |
| Creative Planning added | 32,138 | $2M | 1.5% | 2026-Q1 |
| Darwin Wealth Management, LLC trimmed | 31,457 | $2M | 1.4% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 28,922 | $2M | 1.3% | 2026-Q1 |
| LPL Financial LLC added | 26,502 | $1M | 1.2% | 2026-Q1 |
| LifeGoal Investments, LLC trimmed | 25,376 | $1M | 1.2% | 2026-Q1 |
| SHP Wealth Management new | 17,645 | $920K | 0.8% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 15,795 | $823K | 0.7% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 15,517 | $809K | 0.7% | 2026-Q1 |
| Modern Wealth Management, LLC trimmed | 15,010 | $791K | 0.7% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 12,084 | $630K | 0.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 9,940 | $518K | 0.5% | 2026-Q1 |
| LAKE STREET PRIVATE WEALTH, LLC added | 9,505 | $495K | 0.4% | 2026-Q1 |
| JMN Financial LLC added | 9,192 | $479K | 0.4% | 2026-Q1 |
| ASHTON THOMAS SECURITIES, LLC | 8,500 | $443K | 0.4% | 2026-Q1 |
| Triad Wealth Partners, LLC added | 7,337 | $382K | 0.3% | 2026-Q1 |
| M Wealth Management, LLC trimmed | 6,597 | $344K | 0.3% | 2026-Q1 |
| SYM FINANCIAL Corp added | 6,415 | $334K | 0.3% | 2026-Q1 |
| WBH ADVISORY INC new | 5,872 | $310K | 0.3% | 2026-Q1 |
| FLOW TRADERS U.S. LLC trimmed | 5,382 | $281K | 0.2% | 2026-Q1 |
| WADDELL & ASSOCIATES, LLC trimmed | 4,591 | $239K | 0.2% | 2026-Q1 |
| ARQ WEALTH ADVISORS, LLC | 4,580 | $239K | 0.2% | 2026-Q1 |
| NorthRock Partners, LLC | 4,326 | $225K | 0.2% | 2026-Q1 |
| WealthPlan Investment Management, LLC new | 4,255 | $222K | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 4,109 | $214K | 0.2% | 2026-Q1 |
| Cohalo Advisory LLC trimmed | 4,064 | $212K | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 3,460 | $180K | 0.2% | 2026-Q1 |
| MORGAN STANLEY trimmed | 3,350 | $175K | 0.2% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 2,561 | $133K | 0.1% | 2026-Q1 |
| WHITTIER TRUST CO OF NEVADA INC added | 2,340 | $124K | 0.1% | 2026-Q1 |
| Advisory Services Network, LLC | 1,371 | $71K | 0.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. new | 1,306 | $68K | 0.1% | 2026-Q1 |
| Sankala Group LLC added | 1,258 | $64K | 0.1% | 2026-Q1 |
| Elevated Capital Advisors, LLC | 1,138 | $59K | 0.1% | 2026-Q1 |
| AE Wealth Management LLC added | 929 | $48K | 0.0% | 2026-Q1 |
| TFC Financial Management, Inc. | 906 | $47K | 0.0% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ | 830 | $43K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. | 724 | $38K | 0.0% | 2026-Q1 |
| MAI Capital Management | 600 | $31K | 0.0% | 2026-Q1 |
| ROYAL BANK OF CANADA | 493 | $26K | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC | 454 | $24K | 0.0% | 2026-Q1 |
| FMR LLC | 379 | $20K | 0.0% | 2026-Q1 |
| IFP Advisors, Inc added | 345 | $18K | 0.0% | 2026-Q1 |
| NewEdge Advisors, LLC | 16,731 | $17K | 0.0% | 2026-Q1 |
| TWIN PEAKS WEALTH ADVISORS, LLC trimmed | 263 | $14K | 0.0% | 2026-Q1 |
| Spire Wealth Management | 189 | $10K | 0.0% | 2026-Q1 |
| Allworth Financial LP | 106 | $6K | 0.0% | 2026-Q1 |
| Paladin Advisory Group, LLC | 95 | $5K | 0.0% | 2026-Q1 |
| Sunbelt Securities, Inc. | 92 | $5K | 0.0% | 2026-Q1 |
| Ascentis Independent Advisors new | 84 | $4K | 0.0% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ trimmed | 78 | $4K | 0.0% | 2026-Q1 |
| Parallel Advisors, LLC | 50 | $3K | 0.0% | 2026-Q1 |
| VANGUARD ADVISERS INC new | 3 | $156 | 0.0% | 2026-Q1 |
| Colonial Trust Advisors | 0 | — | 0.0% | 2026-Q1 |
| Promus Capital, LLC added | 248,459 | $13M | 11.3% | 2025-Q3 stale |
| CITADEL ADVISORS LLC trimmed | 37,566 | $2M | 1.7% | 2025-Q4 stale |
| AXXCESS WEALTH MANAGEMENT, LLC new | 33,282 | $2M | 1.5% | 2025-Q4 stale |
| Blue Oak Capital, LLC new | 35,862 | $2M | 1.5% | 2025-Q2 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 18,082 | $954K | 0.8% | 2025-Q4 stale |
| Independent Wealth Network Inc. trimmed | 9,250 | $488K | 0.4% | 2025-Q4 stale |
| NWAM LLC trimmed | 9,316 | $484K | 0.4% | 2025-Q3 stale |
| Burt Wealth Advisors | 9,117 | $471K | 0.4% | 2025-Q3 stale |
| Worth Financial Advisory Group, LLC trimmed | 6,015 | $317K | 0.3% | 2025-Q4 stale |
| Belpointe Asset Management LLC trimmed | 6,014 | $310K | 0.3% | 2025-Q3 stale |
| Virtu Financial LLC trimmed | 6,286 | $269K | 0.2% | 2025-Q1 stale |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors trimmed | 4,908 | $259K | 0.2% | 2025-Q4 stale |
| COMERICA BANK | 2,561 | $135K | 0.1% | 2025-Q4 stale |
| Ameritas Advisory Services, LLC added | 2,418 | $117K | 0.1% | 2025-Q2 stale |
| PRINCIPAL SECURITIES, INC. added | 1,138 | $59K | 0.1% | 2025-Q3 stale |
| Physician Wealth Advisors, Inc. | 40 | $2K | 0.0% | 2025-Q3 stale |
| UBS Group AG trimmed | 12 | $619 | 0.0% | 2025-Q3 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 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.