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Institutional Ownership · SEC Form 13F

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.

67
Institutional holders
1,773,092
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
Waverly Advisors, LLC added257,783$13M11.9%2026-Q1
JPMORGAN CHASE & CO trimmed261,207$13M11.7%2026-Q1
Empowered Funds, LLC new166,125$9M7.6%2026-Q1
Goldstone Financial Group, LLC new156,366$8M7.2%2026-Q1
DGS Capital Management, LLC trimmed149,243$8M6.9%2026-Q1
Ignite Planners, LLC added82,315$4M3.8%2026-Q1
RAYMOND JAMES FINANCIAL INC added52,781$3M2.4%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed50,978$3M2.3%2026-Q1
HSBC HOLDINGS PLC added46,551$2M2.1%2026-Q1
5T Wealth, LLC added42,969$2M2.0%2026-Q1
DAYMARK WEALTH PARTNERS, LLC trimmed41,995$2M1.9%2026-Q1
3Chopt Investment Partners, LLC38,542$2M1.8%2026-Q1
Camarda Financial Advisors, LLC trimmed37,691$2M1.7%2026-Q1
Composition Wealth, LLC trimmed33,300$2M1.5%2026-Q1
Creative Planning added32,138$2M1.5%2026-Q1
Darwin Wealth Management, LLC trimmed31,457$2M1.4%2026-Q1
JANE STREET GROUP, LLC trimmed28,922$2M1.3%2026-Q1
LPL Financial LLC added26,502$1M1.2%2026-Q1
LifeGoal Investments, LLC trimmed25,376$1M1.2%2026-Q1
SHP Wealth Management new17,645$920K0.8%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed15,795$823K0.7%2026-Q1
AMERIPRISE FINANCIAL INC trimmed15,517$809K0.7%2026-Q1
Modern Wealth Management, LLC trimmed15,010$791K0.7%2026-Q1
WELLS FARGO & COMPANY/MN added12,084$630K0.6%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added9,940$518K0.5%2026-Q1
LAKE STREET PRIVATE WEALTH, LLC added9,505$495K0.4%2026-Q1
JMN Financial LLC added9,192$479K0.4%2026-Q1
ASHTON THOMAS SECURITIES, LLC8,500$443K0.4%2026-Q1
Triad Wealth Partners, LLC added7,337$382K0.3%2026-Q1
M Wealth Management, LLC trimmed6,597$344K0.3%2026-Q1
SYM FINANCIAL Corp added6,415$334K0.3%2026-Q1
WBH ADVISORY INC new5,872$310K0.3%2026-Q1
FLOW TRADERS U.S. LLC trimmed5,382$281K0.2%2026-Q1
WADDELL & ASSOCIATES, LLC trimmed4,591$239K0.2%2026-Q1
ARQ WEALTH ADVISORS, LLC4,580$239K0.2%2026-Q1
NorthRock Partners, LLC4,326$225K0.2%2026-Q1
WealthPlan Investment Management, LLC new4,255$222K0.2%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed4,109$214K0.2%2026-Q1
Cohalo Advisory LLC trimmed4,064$212K0.2%2026-Q1
OSAIC HOLDINGS, INC. trimmed3,460$180K0.2%2026-Q1
MORGAN STANLEY trimmed3,350$175K0.2%2026-Q1
FIFTH THIRD BANCORP new2,561$133K0.1%2026-Q1
WHITTIER TRUST CO OF NEVADA INC added2,340$124K0.1%2026-Q1
Advisory Services Network, LLC1,371$71K0.1%2026-Q1
Rockefeller Capital Management L.P. new1,306$68K0.1%2026-Q1
Sankala Group LLC added1,258$64K0.1%2026-Q1
Elevated Capital Advisors, LLC1,138$59K0.1%2026-Q1
AE Wealth Management LLC added929$48K0.0%2026-Q1
TFC Financial Management, Inc.906$47K0.0%2026-Q1
BANK OF MONTREAL /CAN/830$43K0.0%2026-Q1
HARBOUR INVESTMENTS, INC.724$38K0.0%2026-Q1
MAI Capital Management600$31K0.0%2026-Q1
ROYAL BANK OF CANADA493$26K0.0%2026-Q1
Farther Finance Advisors, LLC454$24K0.0%2026-Q1
FMR LLC379$20K0.0%2026-Q1
IFP Advisors, Inc added345$18K0.0%2026-Q1
NewEdge Advisors, LLC16,731$17K0.0%2026-Q1
TWIN PEAKS WEALTH ADVISORS, LLC trimmed263$14K0.0%2026-Q1
Spire Wealth Management189$10K0.0%2026-Q1
Allworth Financial LP106$6K0.0%2026-Q1
Paladin Advisory Group, LLC95$5K0.0%2026-Q1
Sunbelt Securities, Inc.92$5K0.0%2026-Q1
Ascentis Independent Advisors new84$4K0.0%2026-Q1
NATIONAL BANK OF CANADA /FI/ trimmed78$4K0.0%2026-Q1
Parallel Advisors, LLC50$3K0.0%2026-Q1
VANGUARD ADVISERS INC new3$1560.0%2026-Q1
Colonial Trust Advisors00.0%2026-Q1
Promus Capital, LLC added248,459$13M11.3%2025-Q3 stale
CITADEL ADVISORS LLC trimmed37,566$2M1.7%2025-Q4 stale
AXXCESS WEALTH MANAGEMENT, LLC new33,282$2M1.5%2025-Q4 stale
Blue Oak Capital, LLC new35,862$2M1.5%2025-Q2 stale
SUSQUEHANNA INTERNATIONAL GROUP, LLP added18,082$954K0.8%2025-Q4 stale
Independent Wealth Network Inc. trimmed9,250$488K0.4%2025-Q4 stale
NWAM LLC trimmed9,316$484K0.4%2025-Q3 stale
Burt Wealth Advisors9,117$471K0.4%2025-Q3 stale
Worth Financial Advisory Group, LLC trimmed6,015$317K0.3%2025-Q4 stale
Belpointe Asset Management LLC trimmed6,014$310K0.3%2025-Q3 stale
Virtu Financial LLC trimmed6,286$269K0.2%2025-Q1 stale
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors trimmed4,908$259K0.2%2025-Q4 stale
COMERICA BANK2,561$135K0.1%2025-Q4 stale
Ameritas Advisory Services, LLC added2,418$117K0.1%2025-Q2 stale
PRINCIPAL SECURITIES, INC. added1,138$59K0.1%2025-Q3 stale
Physician Wealth Advisors, Inc.40$2K0.0%2025-Q3 stale
UBS Group AG trimmed12$6190.0%2025-Q3 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%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.

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