Skip to main content
Institutional Ownership · SEC Form 13F

Who owns GLRY


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

Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-24). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

51
Institutional holders
2M
Shares held (tracked funds)

How the tape is positioned

10 tracked funds added or opened GLRY while 5 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

GLRY’s largest tracked holder by dollar value, Faithward Advisors, LLC, sizes it at 3.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 3.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in GLRY 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 51 tracked filers holding GLRY, 31 increased or opened the position and 16 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 GLRY 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.

Full exits 3

  • NATIONS FINANCIAL GROUP INC, /IA/ /ADV$2M
  • CWM, LLC$873K
  • Cambridge Investment Research Advisors, Inc.$540K

Largest adds

  • Faithward Advisors, LLC$5M
  • LPL Financial LLC$4M
  • OneAscent Financial Services LLC$1M
  • JONES FINANCIAL COMPANIES LLLP$1M
  • CREATIVE FINANCIAL DESIGNS INC /ADV$986K
  • PFG Advisors$590K

Largest trims

  • Inspire Advisors, LLC$2M
  • GTS SECURITIES LLC$594K

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
Faithward Advisors, LLC trimmed736,729$32M29.6%2026-Q2
CREATIVE FINANCIAL DESIGNS INC /ADV trimmed521,556$23M20.9%2026-Q2
Inspire Advisors, LLC trimmed215,325$9M8.6%2026-Q2
OneAscent Financial Services LLC added180,940$8M7.3%2026-Q2
LPL Financial LLC added174,884$8M7.0%2026-Q2
JONES FINANCIAL COMPANIES LLLP added140,290$6M5.4%2026-Q2
PFG Advisors added69,547$3M2.8%2026-Q2
AE Wealth Management LLC added48,362$2M1.9%2026-Q2
CARLSON FINANCIAL, INC. added29,767$1M1.2%2026-Q2
Valmark Advisers, Inc. added25,244$1M1.0%2026-Q2
Pinnacle Financial Partners, Inc. added20,392$891K0.8%2026-Q2
OSAIC HOLDINGS, INC. added16,352$714K0.7%2026-Q2
GTS SECURITIES LLC trimmed15,256$667K0.6%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC added14,902$651K0.6%2026-Q2
OneAscent Wealth Management LLC trimmed14,036$613K0.6%2026-Q2
SUMMIT WEALTH GROUP LLC / CO added11,184$489K0.4%2026-Q2
Focus Financial Network, Inc. added11,156$487K0.4%2026-Q2
Revisor Wealth Management LLC added10,555$461K0.4%2026-Q2
Howard Capital Management, LLC new10,496$459K0.4%2026-Q2
CITADEL ADVISORS LLC trimmed10,330$451K0.4%2026-Q2
Cyndeo Wealth Partners, LLC added7,761$339K0.3%2026-Q2
Delta Investment Management, LLC new7,677$335K0.3%2026-Q2
EverSource Wealth Advisors, LLC added7,336$320K0.3%2026-Q2
Cetera Investment Advisers trimmed7,045$308K0.3%2026-Q2
Cornerstone Wealth Management, LLC new6,643$290K0.3%2026-Q2
TWO SIGMA INVESTMENTS, LP new6,600$288K0.3%2026-Q2
Independent Advisor Alliance trimmed6,577$287K0.3%2026-Q2
Harvest Investment Services, LLC added6,568$287K0.3%2026-Q2
First Heartland Consultants, Inc. trimmed5,292$231K0.2%2026-Q2
Spartan Wealth Advisory Services LLC new5,253$230K0.2%2026-Q2
MML INVESTORS SERVICES, LLC new4,905$214K0.2%2026-Q2
LITTLEJOHN FINANCIAL SERVICES, INC. new4,845$212K0.2%2026-Q2
HARBOUR INVESTMENTS, INC. trimmed2,803$122K0.1%2026-Q2
Geneos Wealth Management Inc.2,317$101K0.1%2026-Q2
Ameritas Advisory Services, LLC added1,932$84K0.1%2026-Q2
AdvisorNet Financial, Inc new1,896$83K0.1%2026-Q2
Steward Partners Investment Advisory, LLC new1,492$65K0.1%2026-Q2
ASSETMARK, INC trimmed1,433$63K0.1%2026-Q2
Inspire Investing, LLC1,115$49K0.0%2026-Q2
Continuum Advisory, LLC added858$37K0.0%2026-Q2
IFP Advisors, Inc693$30K0.0%2026-Q2
SHP Wealth Management298$13K0.0%2026-Q2
Farther Finance Advisors, LLC new286$12K0.0%2026-Q2
IFG Advisory, LLC new173$8K0.0%2026-Q2
JPMORGAN CHASE & CO140$6K0.0%2026-Q2
WELLS FARGO & COMPANY/MN90$4K0.0%2026-Q2
Smartleaf Asset Management LLC73$3K0.0%2026-Q2
Arax Advisory Partners43$2K0.0%2026-Q2
SIGNATUREFD, LLC40$2K0.0%2026-Q2
Keating Financial Advisory Services, Inc.5$2180.0%2026-Q2
MORGAN STANLEY trimmed1$820.0%2026-Q2
NATIONS FINANCIAL GROUP INC, /IA/ /ADV added44,066$2M1.5%2026-Q1 stale (1 quarter behind)
CWM, LLC trimmed23,528$873K0.8%2026-Q1 stale (1 quarter behind)
Cambridge Investment Research Advisors, Inc. trimmed14,557$540K0.5%2026-Q1 stale (1 quarter behind)
Arlington Capital Management, Inc. added13,243$491K0.5%2026-Q1 stale (1 quarter behind)
Turning Point Benefit Group, Inc. added11,241$303K0.3%2026-Q1 stale (1 quarter behind)
UBS Group AG trimmed767$28K0.0%2026-Q1 stale (1 quarter behind)
JANE STREET GROUP, LLC new17,063$611K0.6%2025-Q4 stale (2 quarters behind)
CENTAURUS FINANCIAL, INC. added2,940$105K0.1%2025-Q4 stale (2 quarters behind)
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added514$27K0.0%2025-Q4 stale (2 quarters behind)
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed8,967$334K0.3%2025-Q3 stale (3 quarters behind)
PRINCIPAL SECURITIES, INC. new17$6320.0%2025-Q3 stale (3 quarters behind)
Creekmur Asset Management LLC8$2980.0%2025-Q3 stale (3 quarters behind)
Financial Advocates Investment Management added18,974$625K0.6%2025-Q2 stale (4 quarters behind)
Transce3nd, LLC trimmed257$8K0.0%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