Who owns GLTR
Which tracked institutional funds hold GLTR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See GLTR company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 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 GLTR is one-sided between 2026-Q1 and 2026-Q2: 22 added or opened and 76 trimmed or exited — on balance reducing.
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
GLTR’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes GLTR more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in GLTR 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 243 tracked filers holding GLTR, 113 increased or opened the position and 128 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 GLTR 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 11
- CAPE COD FIVE CENTS SAVINGS BANK$38M
- AE Wealth Management LLC$11M
- IFG Advisory, LLC$11M
- JANE STREET GROUP, LLC$6M
- NewEdge Advisors, LLC$3M
- Virtue Capital Management, LLC$2M
Full exits 14
- Thrivent Financial for Lutherans$15M
- Cambridge Investment Research Advisors, Inc.$10M
- HighTower Advisors, LLC$8M
- Clearbridge Investments, LLC$4M
- FLOW TRADERS U.S. LLC$3M
- SFG Wealth Management, LLC.$3M
Largest adds
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- INSIGNEO ADVISORY SERVICES, LLC$2M
- Pictet Asset Management Holding SA$1M
- Rockefeller Capital Management L.P.$1M
- ENVESTNET ASSET MANAGEMENT INC$990K
- Wealthfront Advisers LLC$862K
Largest trims
- MORGAN STANLEY$18M
- LPL Financial LLC$17M
- BANK OF AMERICA CORP /DE/$17M
- WELLS FARGO & COMPANY/MN$14M
- STIFEL FINANCIAL CORP$12M
- Focus Partners Wealth$12M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY added | 701,720 | $127M | 11.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 566,742 | $103M | 9.2% | 2026-Q2 |
| LPL Financial LLC added | 494,755 | $90M | 8.0% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 382,241 | $69M | 6.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 289,260 | $52M | 4.7% | 2026-Q2 |
| Wealthfront Advisers LLC added | 229,307 | $42M | 3.7% | 2026-Q2 |
| CAPE COD FIVE CENTS SAVINGS BANK trimmed | 212,440 | $38M | 3.4% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 209,652 | $38M | 3.4% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 206,706 | $37M | 3.4% | 2026-Q2 |
| Focus Partners Wealth trimmed | 185,911 | $34M | 3.0% | 2026-Q2 |
| Cullen/Frost Bankers, Inc. trimmed | 169,965 | $31M | 2.8% | 2026-Q2 |
| Sequoia Financial Advisors, LLC trimmed | 161,492 | $29M | 2.6% | 2026-Q2 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. added | 129,390 | $23M | 2.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 109,537 | $20M | 1.8% | 2026-Q2 |
| Paul R. Ried Financial Group, LLC trimmed | 80,558 | $15M | 1.3% | 2026-Q2 |
| Argos Wealth Advisors, LLC trimmed | 79,819 | $14M | 1.3% | 2026-Q2 |
| Larson Financial Group LLC trimmed | 79,751 | $14M | 1.3% | 2026-Q2 |
| Advance Capital Management, Inc. added | 73,905 | $13M | 1.2% | 2026-Q2 |
| UBS Group AG trimmed | 72,759 | $13M | 1.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 71,954 | $13M | 1.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 66,269 | $12M | 1.1% | 2026-Q2 |
| Peak Financial Management, Inc. added | 62,781 | $11M | 1.0% | 2026-Q2 |
| Cetera Investment Advisers added | 62,162 | $11M | 1.0% | 2026-Q2 |
| AE Wealth Management LLC new | 61,866 | $11M | 1.0% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 60,804 | $11M | 1.0% | 2026-Q2 |
| IFG Advisory, LLC trimmed | 59,146 | $11M | 1.0% | 2026-Q2 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV added | 56,682 | $10M | 0.9% | 2026-Q2 |
| Private Advisor Group, LLC added | 48,896 | $9M | 0.8% | 2026-Q2 |
| Sound Stewardship, LLC added | 48,878 | $9M | 0.8% | 2026-Q2 |
| Towneley Capital Management, Inc / DE added | 48,619 | $9M | 0.8% | 2026-Q2 |
| Courage Miller Partners, LLC added | 45,792 | $8M | 0.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 45,685 | $8M | 0.7% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC trimmed | 44,421 | $8M | 0.7% | 2026-Q2 |
| Solitude Financial Services added | 44,257 | $8M | 0.7% | 2026-Q2 |
| Pictet Asset Management Holding SA added | 35,820 | $6M | 0.6% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 34,352 | $6M | 0.6% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 33,477 | $6M | 0.5% | 2026-Q2 |
| Belpointe Asset Management LLC added | 32,827 | $6M | 0.5% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 31,926 | $6M | 0.5% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 31,819 | $6M | 0.5% | 2026-Q2 |
| Gladstone Institutional Advisory LLC added | 30,736 | $6M | 0.5% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 28,672 | $5M | 0.5% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 28,274 | $5M | 0.5% | 2026-Q2 |
| WJ Wealth Management, LLC trimmed | 27,933 | $5M | 0.5% | 2026-Q2 |
| Fortis Capital Advisors, LLC added | 26,235 | $5M | 0.4% | 2026-Q2 |
| RFG Advisory, LLC added | 25,688 | $5M | 0.4% | 2026-Q2 |
| Castellan Group added | 25,490 | $5M | 0.4% | 2026-Q2 |
| Mariner, LLC trimmed | 19,650 | $4M | 0.3% | 2026-Q2 |
| Walkner Condon Financial Advisors LLC added | 18,082 | $3M | 0.3% | 2026-Q2 |
| Oasis Advisors, LLC trimmed | 17,569 | $3M | 0.3% | 2026-Q2 |
| Valmark Advisers, Inc. added | 17,426 | $3M | 0.3% | 2026-Q2 |
| Stegent Equity Advisors, Inc. trimmed | 16,248 | $3M | 0.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 15,804 | $3M | 0.3% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. trimmed | 15,670 | $3M | 0.3% | 2026-Q2 |
| Strategic Wealth Investment Group, LLC added | 15,101 | $3M | 0.2% | 2026-Q2 |
| BROWN WEALTH MANAGEMENT, LLC added | 15,007 | $3M | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC added | 14,924 | $3M | 0.2% | 2026-Q2 |
| Creative Planning added | 14,873 | $3M | 0.2% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 14,498 | $3M | 0.2% | 2026-Q2 |
| Discipline Wealth Solutions, LLC added | 14,400 | $3M | 0.2% | 2026-Q2 |
| Brookstone Capital Management added | 14,116 | $3M | 0.2% | 2026-Q2 |
| Virtue Capital Management, LLC added | 12,735 | $2M | 0.2% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 12,454 | $2M | 0.2% | 2026-Q2 |
| FLC Capital Advisors trimmed | 12,333 | $2M | 0.2% | 2026-Q2 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. added | 11,919 | $2M | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 11,178 | $2M | 0.2% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 10,463 | $2M | 0.2% | 2026-Q2 |
| INSIGNEO ADVISORY SERVICES, LLC added | 10,404 | $2M | 0.2% | 2026-Q2 |
| IHT Wealth Management, LLC added | 10,381 | $2M | 0.2% | 2026-Q2 |
| Savvy Advisors, Inc. added | 10,291 | $2M | 0.2% | 2026-Q2 |
| IFP Advisors, Inc added | 9,823 | $2M | 0.2% | 2026-Q2 |
| Merit Financial Group, LLC added | 9,335 | $2M | 0.2% | 2026-Q2 |
| Global Assets Advisory, LLC trimmed | 8,702 | $2M | 0.1% | 2026-Q2 |
| PALLADIEM, LLC new | 8,112 | $1M | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 8,092 | $1M | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 7,927 | $1M | 0.1% | 2026-Q2 |
| Carolina Wealth Advisors, LLC trimmed | 7,920 | $1M | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 7,834 | $1M | 0.1% | 2026-Q2 |
| Genesis Financial Group, LLC added | 7,815 | $1M | 0.1% | 2026-Q2 |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV trimmed | 7,265 | $1M | 0.1% | 2026-Q2 |
| Cerity Partners LLC added | 7,215 | $1M | 0.1% | 2026-Q2 |
| Summit Financial, LLC trimmed | 6,519 | $1M | 0.1% | 2026-Q2 |
| Wellspring Financial Advisors, LLC new | 6,209 | $1M | 0.1% | 2026-Q2 |
| Kingsview Wealth Management, LLC trimmed | 6,117 | $1M | 0.1% | 2026-Q2 |
| Blue Trust, Inc. trimmed | 5,959 | $1M | 0.1% | 2026-Q2 |
| RWA WEALTH PARTNERS, LLC trimmed | 5,405 | $979K | 0.1% | 2026-Q2 |
| Zhang Financial LLC | 5,145 | $932K | 0.1% | 2026-Q2 |
| PFG Advisors trimmed | 5,081 | $920K | 0.1% | 2026-Q2 |
| Pines Wealth Management, LLC added | 5,074 | $919K | 0.1% | 2026-Q2 |
| Laurel Wealth Planning LLC trimmed | 5,062 | $917K | 0.1% | 2026-Q2 |
| Tactive Advisors, LLC trimmed | 5,057 | $916K | 0.1% | 2026-Q2 |
| Centurion Wealth Management LLC trimmed | 4,941 | $895K | 0.1% | 2026-Q2 |
| AMARA FINANCIAL, LLC. trimmed | 4,684 | $849K | 0.1% | 2026-Q2 |
| Hobbs Group Advisors, LLC added | 4,674 | $847K | 0.1% | 2026-Q2 |
| Mayflower Financial Advisors, LLC new | 4,498 | $815K | 0.1% | 2026-Q2 |
| EFG International AG trimmed | 4,390 | $795K | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. trimmed | 4,065 | $736K | 0.1% | 2026-Q2 |
| Corient Private Wealth LP added | 3,973 | $720K | 0.1% | 2026-Q2 |
| Insight Wealth Strategies, LLC | 3,908 | $711K | 0.1% | 2026-Q2 |
| SEAVIEW INVESTMENT MANAGERS LLC added | 3,877 | $702K | 0.1% | 2026-Q2 |
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.