Who owns GLV
Which tracked institutional funds hold GLV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See GLV company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 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
5 tracked funds added or opened GLV while 2 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
GLV’s largest tracked holder by dollar value, Saba Capital Management, L.P., sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in GLV 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 42 tracked filers holding GLV, 18 increased or opened the position and 10 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 GLV 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 1
- SIT INVESTMENT ASSOCIATES INC$2M
Largest adds
- Saba Capital Management, L.P.$1M
- Almitas Capital LLC$621K
- Shaker Financial Services, LLC$440K
- North Ground Capital$327K
- BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$310K
Largest trims
- ROYAL BANK OF CANADA$2M
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 |
|---|---|---|---|---|
| Saba Capital Management, L.P. added | 899,323 | $6M | 21.3% | 2026-Q2 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC trimmed | 502,286 | $3M | 11.9% | 2026-Q2 |
| Matisse Capital | 240,785 | $2M | 5.7% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 239,179 | $2M | 5.7% | 2026-Q2 |
| Advisors Asset Management, Inc. trimmed | 197,864 | $1M | 4.7% | 2026-Q2 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC added | 193,455 | $1M | 4.6% | 2026-Q2 |
| MORGAN STANLEY added | 192,749 | $1M | 4.6% | 2026-Q2 |
| Alpine Global Management, LLC trimmed | 147,364 | $978K | 3.5% | 2026-Q2 |
| Verition Fund Management LLC | 144,245 | $958K | 3.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 132,217 | $878K | 3.1% | 2026-Q2 |
| Almitas Capital LLC added | 110,708 | $735K | 2.6% | 2026-Q2 |
| Shaker Financial Services, LLC added | 99,473 | $661K | 2.4% | 2026-Q2 |
| North Ground Capital added | 91,500 | $608K | 2.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 79,716 | $529K | 1.9% | 2026-Q2 |
| RPO LLC | 70,753 | $470K | 1.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 70,339 | $467K | 1.7% | 2026-Q2 |
| TrueMark Investments, LLC added | 69,698 | $463K | 1.6% | 2026-Q2 |
| EVOLVE PRIVATE WEALTH, LLC trimmed | 66,534 | $442K | 1.6% | 2026-Q2 |
| NWF Advisory Services Inc. | 45,300 | $301K | 1.1% | 2026-Q2 |
| BOOTHBAY FUND MANAGEMENT, LLC | 31,839 | $211K | 0.8% | 2026-Q2 |
| DECISION INVESTMENTS, INC added | 25,120 | $167K | 0.6% | 2026-Q2 |
| Sanctuary Advisors, LLC | 24,570 | $163K | 0.6% | 2026-Q2 |
| WOLVERINE ASSET MANAGEMENT LLC added | 23,379 | $155K | 0.6% | 2026-Q2 |
| UBS Group AG added | 23,102 | $153K | 0.5% | 2026-Q2 |
| XTX Topco Ltd new | 21,918 | $146K | 0.5% | 2026-Q2 |
| Lido Advisors, LLC | 19,135 | $127K | 0.5% | 2026-Q2 |
| FIFTH THIRD BANCORP | 19,000 | $126K | 0.4% | 2026-Q2 |
| CSS LLC/IL trimmed | 18,485 | $123K | 0.4% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 17,272 | $115K | 0.4% | 2026-Q2 |
| ELEVATION POINT WEALTH PARTNERS, LLC | 15,967 | $106K | 0.4% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. | 15,967 | $106K | 0.4% | 2026-Q2 |
| Closed-End Fund Advisors, Inc. trimmed | 13,643 | $91K | 0.3% | 2026-Q2 |
| Atlas Wealth LLC new | 11,850 | $79K | 0.3% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 11,000 | $73K | 0.3% | 2026-Q2 |
| GAMCO INVESTORS, INC. ET AL | 10,000 | $66K | 0.2% | 2026-Q2 |
| Allworth Financial LP | 9,000 | $60K | 0.2% | 2026-Q2 |
| CoreCap Advisors, LLC | 4,485 | $30K | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. | 4,174 | $28K | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 3,941 | $26K | 0.1% | 2026-Q2 |
| Institute for Wealth Management, LLC. new | 1,586 | $11K | 0.0% | 2026-Q2 |
| HIGHLINE WEALTH PARTNERS LLC new | 467 | $3K | 0.0% | 2026-Q2 |
| Gould Capital, LLC | 300 | $2K | 0.0% | 2026-Q2 |
| SIT INVESTMENT ASSOCIATES INC added | 271,443 | $2M | 5.7% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 28,315 | $168K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| NewEdge Advisors, LLC trimmed | 12,900 | $13K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| TSFG, LLC | 1,000 | $6K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| COMERICA BANK | 19,000 | $113K | 0.4% | 2025-Q4 stale (2 quarters behind) |
| Global Retirement Partners, LLC added | 1,711 | $10K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| BANK OF AMERICA CORP /DE/ | 1,200 | $7K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Chicago Partners Investment Group LLC | 22,924 | $129K | 0.5% | 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.
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.