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Institutional Ownership · SEC Form 13F

Who owns GMAY (GMAY)


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

96
Institutional holders
2,979,784
Shares held (tracked funds)

How the tape is positioned

7 tracked funds added or opened GMAY while 12 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

GMAY’s largest tracked holder by dollar value, Ausdal Financial Partners, Inc., sizes it at 0.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in GMAY 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 96 tracked filers holding GMAY, 23 increased or opened the position and 53 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 GMAY 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

  • Keystone Wealth Services, LLC$1M
  • Concurrent Investment Advisors, LLC$538K
  • KINTRA WEALTH, LLC$536K

Full exits 2

  • Schulz Wealth, LTD.$2M
  • AIFG Consultants Ltd.$525K

Largest adds

  • Kestra Advisory Services, LLC$1M
  • OLD MISSION CAPITAL LLC$757K
  • MILESTONE ASSET MANAGEMENT, LLC$279K
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$262K

Largest trims

  • Americana Partners, LLC$3M
  • RAYMOND JAMES FINANCIAL INC$2M
  • OSAIC HOLDINGS, INC.$2M
  • Cetera Investment Advisers$2M
  • Clear Creek Financial Management, LLC$1M
  • COMMONWEALTH EQUITY SERVICES, LLC$1M

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
RAYMOND JAMES FINANCIAL INC trimmed242,455$10M6.6%2026-Q1
Cetera Investment Advisers trimmed221,607$9M6.0%2026-Q1
OSAIC HOLDINGS, INC. trimmed221,201$9M6.0%2026-Q1
Americana Partners, LLC trimmed208,703$9M5.7%2026-Q1
Kestra Advisory Services, LLC added201,100$8M5.4%2026-Q1
LPL Financial LLC trimmed184,794$8M5.0%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed183,909$8M5.0%2026-Q1
MILESTONE ASSET MANAGEMENT, LLC added144,180$6M3.9%2026-Q1
Wood Tarver Financial Group, LLC trimmed134,484$6M3.6%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed62,233$3M1.7%2026-Q1
TopTier Wealth Management, LLC59,710$2M1.6%2026-Q1
CITY HOLDING CO50,484$2M1.4%2026-Q1
Kovack Advisors, Inc. trimmed42,345$2M1.2%2026-Q1
Per Stirling Capital Management, LLC. trimmed39,274$2M1.1%2026-Q1
OLD MISSION CAPITAL LLC added39,184$2M1.1%2026-Q1
FOUNDERS FINANCIAL SECURITIES LLC added37,842$2M1.0%2026-Q1
Tanglewood Legacy Advisors, LLC38,441$2M1.0%2026-Q1
INSIGNEO ADVISORY SERVICES, LLC trimmed38,287$2M1.0%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added36,439$1M1.0%2026-Q1
Ballast Rock Private Wealth LLC35,739$1M1.0%2026-Q1
Savvy Advisors, Inc. trimmed30,125$1M0.8%2026-Q1
Chris Bulman Inc added29,827$1M0.8%2026-Q1
Brookstone Capital Management added29,755$1M0.8%2026-Q1
Keystone Wealth Services, LLC trimmed26,031$1M0.7%2026-Q1
Clearstead Advisors, LLC24,516$1M0.7%2026-Q1
TRUIST FINANCIAL CORP added23,379$960K0.6%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added22,727$933K0.6%2026-Q1
Clear Creek Financial Management, LLC trimmed17,471$717K0.5%2026-Q1
Focus Partners Wealth trimmed17,133$703K0.5%2026-Q1
Arkadios Wealth Advisors17,055$700K0.5%2026-Q1
Ignite Planners, LLC trimmed15,710$645K0.4%2026-Q1
Geneos Wealth Management Inc. trimmed15,500$636K0.4%2026-Q1
Beacon Financial Advisory LLC14,770$606K0.4%2026-Q1
Mutual Advisors, LLC trimmed14,732$605K0.4%2026-Q1
Capital Analysts, LLC trimmed14,378$590K0.4%2026-Q1
Janney Montgomery Scott LLC trimmed13,471$553K0.4%2026-Q1
Sunbelt Securities, Inc.13,325$547K0.4%2026-Q1
DHJJ Financial Advisors, Ltd. trimmed13,233$543K0.4%2026-Q1
Orion Porfolio Solutions, LLC trimmed13,220$543K0.4%2026-Q1
Concurrent Investment Advisors, LLC new13,114$538K0.4%2026-Q1
KINTRA WEALTH, LLC new13,065$536K0.4%2026-Q1
Arete Wealth Advisors, LLC13,000$535K0.4%2026-Q1
Diligent Investors, LLC trimmed13,015$534K0.4%2026-Q1
Financial Network Wealth Advisors LLC12,642$519K0.3%2026-Q1
M Holdings Securities, Inc.12,000$493K0.3%2026-Q1
MBL Wealth, LLC12,000$493K0.3%2026-Q1
MML INVESTORS SERVICES, LLC trimmed11,779$484K0.3%2026-Q1
Stonebridge Financial Group, LLC11,498$472K0.3%2026-Q1
Waverly Advisors, LLC trimmed10,674$438K0.3%2026-Q1
KINGSWOOD WEALTH ADVISORS, LLC trimmed10,491$431K0.3%2026-Q1
Steward Partners Investment Advisory, LLC trimmed10,140$416K0.3%2026-Q1
UPTICK PARTNERS, LLC9,241$379K0.3%2026-Q1
NorthCrest Asset Manangement, LLC trimmed9,136$378K0.2%2026-Q1
CENTAURUS FINANCIAL, INC.9,086$373K0.2%2026-Q1
CoreCap Advisors, LLC trimmed8,790$361K0.2%2026-Q1
PARK AVENUE SECURITIES LLC trimmed8,688$357K0.2%2026-Q1
CWM, LLC8,365$343K0.2%2026-Q1
Sequent Planning LLC trimmed8,134$334K0.2%2026-Q1
Gallagher Fiduciary Advisors, LLC8,076$332K0.2%2026-Q1
HARBOUR INVESTMENTS, INC. added7,905$325K0.2%2026-Q1
Nvest Financial, LLC7,607$312K0.2%2026-Q1
SILVER OAK SECURITIES, INCORPORATED trimmed7,346$302K0.2%2026-Q1
Cambridge Advisors Inc.7,280$299K0.2%2026-Q1
CAPTRUST FINANCIAL ADVISORS7,200$296K0.2%2026-Q1
FSB PREMIER WEALTH MANAGEMENT, INC. trimmed7,072$290K0.2%2026-Q1
MGO ONE SEVEN LLC trimmed7,064$290K0.2%2026-Q1
Sanctuary Advisors, LLC added7,006$288K0.2%2026-Q1
Keating Financial Advisory Services, Inc. added6,932$285K0.2%2026-Q1
MAI Capital Management trimmed6,906$284K0.2%2026-Q1
Integrity Financial Corp /WA6,822$280K0.2%2026-Q1
Comprehensive Financial Consultants Institutional, Inc.6,456$265K0.2%2026-Q1
RFG Advisory, LLC trimmed6,161$253K0.2%2026-Q1
Clear Point Advisors Inc. trimmed6,022$247K0.2%2026-Q1
Ashton Thomas Private Wealth, LLC5,860$241K0.2%2026-Q1
KESTRA PRIVATE WEALTH SERVICES, LLC5,860$241K0.2%2026-Q1
Armstrong, Fleming & Moore, Inc5,840$240K0.2%2026-Q1
Ausdal Financial Partners, Inc. new426,230$17M11.0%2025-Q2 stale
Signal Advisors Wealth, LLC new127,617$5M3.3%2025-Q2 stale
Schulz Wealth, LTD. trimmed43,931$2M1.2%2025-Q4 stale
Bullseye Investment Management, LLC25,854$937K0.6%2025-Q3 stale
Sigma Planning Corp trimmed17,148$694K0.5%2025-Q3 stale
TOWNSQUARE CAPITAL LLC16,516$599K0.4%2025-Q1 stale
AIFG Consultants Ltd. trimmed12,703$525K0.3%2025-Q4 stale
BRASS TAX WEALTH MANAGEMENT, INC12,174$493K0.3%2025-Q3 stale
Global Retirement Partners, LLC trimmed10,800$446K0.3%2025-Q4 stale
Orion Portfolio Solutions, LLC trimmed12,073$438K0.3%2025-Q1 stale
Foguth Wealth Management, LLC. trimmed9,285$384K0.3%2025-Q4 stale
JANE STREET GROUP, LLC added9,455$370K0.2%2025-Q2 stale
CITADEL ADVISORS LLC trimmed8,440$342K0.2%2025-Q3 stale
Bouchey Financial Group Ltd trimmed8,819$320K0.2%2025-Q1 stale
Atria Wealth Solutions, Inc. trimmed8,728$316K0.2%2025-Q1 stale
Bison Wealth, LLC added7,440$291K0.2%2025-Q2 stale
REAP Financial Group, LLC new7,440$291K0.2%2025-Q2 stale
Madrona Financial Services, LLC6,981$288K0.2%2025-Q4 stale
Main Street Financial Solutions, LLC6,870$284K0.2%2025-Q4 stale
Consolidated Portfolio Review Corp6,648$269K0.2%2025-Q3 stale
FLAGSTAR ADVISORS INC7,145$259K0.2%2025-Q1 stale
NewEdge Advisors, LLC trimmed6,577$258K0.2%2025-Q2 stale
EPG Wealth Management LLC7,000$254K0.2%2025-Q1 stale
Lifeworks Advisors, LLC6,525$237K0.2%2025-Q1 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