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-Q1 13F filings (latest filed 2026-05-18). 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
51 tracked funds added or opened GLTR while 37 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
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 0.1pp 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 2025-Q4 and 2026-Q1, across 271 tracked filers holding GLTR, 145 increased or opened the position and 98 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 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 15
- MAINSTAY CAPITAL MANAGEMENT LLC /ADV$12M
- Courage Miller Partners, LLC$10M
- Fortis Capital Advisors, LLC$5M
- Oasis Advisors, LLC$5M
- RFG Advisory, LLC$4M
- Clearbridge Investments, LLC$4M
Full exits 8
- CAPE COD FIVE CENTS SAVINGS BANK$31M
- IFG Advisory, LLC$15M
- CITADEL ADVISORS LLC$3M
- Global Assets Advisory, LLC$2M
- NewEdge Advisors, LLC$2M
- Virtue Capital Management, LLC$811K
Largest adds
- AMERIPRISE FINANCIAL INC$32M
- MORGAN STANLEY$32M
- LPL Financial LLC$28M
- WELLS FARGO & COMPANY/MN$20M
- BANK OF AMERICA CORP /DE/$10M
- PFG Advisors$10M
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$91M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$24M
- Pictet Asset Management Holding SA$9M
- Pines Wealth Management, LLC$8M
- COMMONWEALTH EQUITY SERVICES, LLC$6M
- HighTower Advisors, LLC$5M
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 |
|---|---|---|---|---|
| MORGAN STANLEY added | 665,150 | $145M | 10.9% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 535,642 | $117M | 8.8% | 2026-Q1 |
| LPL Financial LLC added | 486,245 | $106M | 8.0% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 392,631 | $86M | 6.5% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 271,777 | $59M | 4.5% | 2026-Q1 |
| Focus Partners Wealth trimmed | 207,138 | $45M | 3.4% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 206,482 | $45M | 3.4% | 2026-Q1 |
| Wealthfront Advisers LLC added | 185,979 | $41M | 3.1% | 2026-Q1 |
| Cullen/Frost Bankers, Inc. trimmed | 178,698 | $39M | 2.9% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 167,485 | $37M | 2.8% | 2026-Q1 |
| Sequoia Financial Advisors, LLC trimmed | 163,518 | $36M | 2.7% | 2026-Q1 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. trimmed | 128,389 | $28M | 2.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 97,668 | $21M | 1.6% | 2026-Q1 |
| Argos Wealth Advisors, LLC added | 84,133 | $18M | 1.4% | 2026-Q1 |
| Larson Financial Group LLC trimmed | 82,993 | $18M | 1.4% | 2026-Q1 |
| Paul R. Ried Financial Group, LLC trimmed | 82,789 | $18M | 1.4% | 2026-Q1 |
| UBS Group AG added | 82,044 | $18M | 1.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 69,522 | $15M | 1.1% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 68,039 | $15M | 1.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 65,232 | $14M | 1.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 63,462 | $14M | 1.0% | 2026-Q1 |
| Peak Financial Management, Inc. trimmed | 61,857 | $14M | 1.0% | 2026-Q1 |
| Cetera Investment Advisers added | 60,242 | $13M | 1.0% | 2026-Q1 |
| Advance Capital Management, Inc. trimmed | 58,375 | $13M | 1.0% | 2026-Q1 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV new | 53,826 | $12M | 0.9% | 2026-Q1 |
| Sound Stewardship, LLC trimmed | 48,549 | $11M | 0.8% | 2026-Q1 |
| Towneley Capital Management, Inc / DE added | 48,320 | $11M | 0.8% | 2026-Q1 |
| PFG Advisors added | 46,754 | $10M | 0.8% | 2026-Q1 |
| Private Advisor Group, LLC added | 46,274 | $10M | 0.8% | 2026-Q1 |
| AXXCESS WEALTH MANAGEMENT, LLC added | 45,563 | $10M | 0.7% | 2026-Q1 |
| Courage Miller Partners, LLC trimmed | 45,133 | $10M | 0.7% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 44,630 | $10M | 0.7% | 2026-Q1 |
| Solitude Financial Services trimmed | 40,238 | $9M | 0.7% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 39,501 | $9M | 0.6% | 2026-Q1 |
| WJ Wealth Management, LLC trimmed | 38,794 | $8M | 0.6% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 38,507 | $8M | 0.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 33,312 | $7M | 0.5% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 32,780 | $7M | 0.5% | 2026-Q1 |
| Belpointe Asset Management LLC trimmed | 32,274 | $7M | 0.5% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 31,236 | $7M | 0.5% | 2026-Q1 |
| Gladstone Institutional Advisory LLC trimmed | 29,475 | $6M | 0.5% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 28,139 | $6M | 0.5% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 28,701 | $6M | 0.4% | 2026-Q1 |
| Centurion Wealth Management LLC trimmed | 25,899 | $6M | 0.4% | 2026-Q1 |
| Mariner, LLC added | 23,681 | $5M | 0.4% | 2026-Q1 |
| Stegent Equity Advisors, Inc. trimmed | 23,050 | $5M | 0.4% | 2026-Q1 |
| Fortis Capital Advisors, LLC new | 22,964 | $5M | 0.4% | 2026-Q1 |
| Castellan Group trimmed | 22,882 | $5M | 0.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 22,843 | $5M | 0.4% | 2026-Q1 |
| Pictet Asset Management Holding SA trimmed | 22,820 | $5M | 0.4% | 2026-Q1 |
| Oasis Advisors, LLC new | 460,020 | $5M | 0.3% | 2026-Q1 |
| RFG Advisory, LLC new | 18,742 | $4M | 0.3% | 2026-Q1 |
| Clearbridge Investments, LLC new | 17,963 | $4M | 0.3% | 2026-Q1 |
| Walkner Condon Financial Advisors LLC trimmed | 17,221 | $4M | 0.3% | 2026-Q1 |
| Valmark Advisers, Inc. added | 16,780 | $4M | 0.3% | 2026-Q1 |
| J.W. COLE ADVISORS, INC. added | 15,953 | $3M | 0.3% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 15,591 | $3M | 0.3% | 2026-Q1 |
| Creative Planning added | 14,682 | $3M | 0.2% | 2026-Q1 |
| BROWN WEALTH MANAGEMENT, LLC trimmed | 14,565 | $3M | 0.2% | 2026-Q1 |
| Discipline Wealth Solutions, LLC trimmed | 14,082 | $3M | 0.2% | 2026-Q1 |
| FLOW TRADERS U.S. LLC added | 13,967 | $3M | 0.2% | 2026-Q1 |
| FLC Capital Advisors trimmed | 12,533 | $3M | 0.2% | 2026-Q1 |
| SFG Wealth Management, LLC. trimmed | 11,641 | $3M | 0.2% | 2026-Q1 |
| Strategic Wealth Investment Group, LLC trimmed | 11,562 | $3M | 0.2% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 11,309 | $2M | 0.2% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. trimmed | 11,190 | $2M | 0.2% | 2026-Q1 |
| Brookstone Capital Management added | 10,898 | $2M | 0.2% | 2026-Q1 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. new | 10,220 | $2M | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 9,859 | $2M | 0.2% | 2026-Q1 |
| Merit Financial Group, LLC added | 9,327 | $2M | 0.2% | 2026-Q1 |
| IFP Advisors, Inc added | 9,285 | $2M | 0.2% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 8,480 | $2M | 0.1% | 2026-Q1 |
| Carolina Wealth Advisors, LLC added | 8,378 | $2M | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 8,122 | $2M | 0.1% | 2026-Q1 |
| Kingsview Wealth Management, LLC added | 8,056 | $2M | 0.1% | 2026-Q1 |
| Savvy Advisors, Inc. new | 7,764 | $2M | 0.1% | 2026-Q1 |
| NBC SECURITIES, INC. added | 7,743 | $2M | 0.1% | 2026-Q1 |
| Blue Trust, Inc. | 7,540 | $2M | 0.1% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 7,292 | $2M | 0.1% | 2026-Q1 |
| Summit Financial, LLC trimmed | 6,810 | $1M | 0.1% | 2026-Q1 |
| Genesis Financial Group, LLC trimmed | 6,424 | $1M | 0.1% | 2026-Q1 |
| Cerity Partners LLC added | 6,423 | $1M | 0.1% | 2026-Q1 |
| IHT Wealth Management, LLC trimmed | 6,243 | $1M | 0.1% | 2026-Q1 |
| RWA WEALTH PARTNERS, LLC | 6,225 | $1M | 0.1% | 2026-Q1 |
| Zhang Financial LLC | 5,145 | $1M | 0.1% | 2026-Q1 |
| Laurel Wealth Planning LLC | 5,070 | $1M | 0.1% | 2026-Q1 |
| Tactive Advisors, LLC trimmed | 5,065 | $1M | 0.1% | 2026-Q1 |
| Powell Investment Advisors, LLC | 5,057 | $1M | 0.1% | 2026-Q1 |
| Pines Wealth Management, LLC trimmed | 4,882 | $1M | 0.1% | 2026-Q1 |
| AMARA FINANCIAL, LLC. trimmed | 4,738 | $1M | 0.1% | 2026-Q1 |
| CAPE COD FIVE CENTS SAVINGS BANK | 275,242 | $31M | 2.3% | 2025-Q4 stale |
| IFG Advisory, LLC trimmed | 71,648 | $15M | 1.1% | 2025-Q4 stale |
| Foundations Investment Advisors, LLC added | 26,223 | $4M | 0.3% | 2025-Q3 stale |
| CITADEL ADVISORS LLC added | 15,147 | $3M | 0.2% | 2025-Q4 stale |
| TOWNSQUARE CAPITAL LLC new | 22,402 | $3M | 0.2% | 2025-Q1 stale |
| Global Assets Advisory, LLC added | 9,706 | $2M | 0.1% | 2025-Q4 stale |
| NewEdge Advisors, LLC trimmed | 8,566 | $2M | 0.1% | 2025-Q4 stale |
| Summit Wealth Partners, LLC added | 9,667 | $2M | 0.1% | 2025-Q3 stale |
| Global View Capital Management LLC trimmed | 6,600 | $1M | 0.1% | 2025-Q3 stale |
| Focus Financial Network, Inc. trimmed | 6,235 | $1M | 0.1% | 2025-Q3 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.