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Institutional Ownership · SEC Form 13F

Who owns GMF (GMF)


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

77
Institutional holders
1,442,760
Shares held (tracked funds)

How the tape is positioned

6 tracked funds added or opened GMF while 8 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

GMF’s largest tracked holder by dollar value, Stairway Partners, LLC, sizes it at 1.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in GMF 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 77 tracked filers holding GMF, 26 increased or opened the position and 35 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 GMF 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 1

  • FLOW TRADERS U.S. LLC$4M

Full exits 2

  • OLD MISSION CAPITAL LLC$2M
  • CITADEL ADVISORS LLC$882K

Largest adds

  • WELLS FARGO & COMPANY/MN$2M
  • Beacon Pointe Advisors, LLC$855K
  • Federation des caisses Desjardins du Quebec$389K
  • EDMOND DE ROTHSCHILD HOLDING S.A.$294K
  • Rockefeller Capital Management L.P.$270K

Largest trims

  • Vontobel Holding Ltd.$21M
  • MORGAN STANLEY$6M
  • Stairway Partners, LLC$1M
  • First Pacific Financial$641K
  • COMMONWEALTH EQUITY SERVICES, LLC$402K
  • LPL Financial LLC$258K

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
Stairway Partners, LLC trimmed222,829$30M14.6%2026-Q1
RAINEY & RANDALL WEALTH ADVISORS INC. added184,683$25M12.1%2026-Q1
First Pacific Financial trimmed174,595$24M11.4%2026-Q1
Vontobel Holding Ltd. trimmed163,681$22M10.7%2026-Q1
WELLS FARGO & COMPANY/MN added87,318$12M5.7%2026-Q1
Federation des caisses Desjardins du Quebec added67,630$9M4.4%2026-Q1
FINANCIAL CONSULATE, INC added67,381$9M4.4%2026-Q1
LPL Financial LLC trimmed65,470$9M4.3%2026-Q1
MORGAN STANLEY trimmed58,714$8M3.8%2026-Q1
FLOW TRADERS U.S. LLC added30,350$4M2.0%2026-Q1
Beacon Pointe Advisors, LLC added23,828$3M1.6%2026-Q1
Equitable Holdings, Inc. trimmed20,555$3M1.4%2026-Q1
COMMERCE BANK trimmed20,294$3M1.3%2026-Q1
Bank Julius Baer & Co. Ltd, Zurich18,300$2M1.2%2026-Q1
HighTower Advisors, LLC added18,257$2M1.2%2026-Q1
Addison Advisors LLC trimmed16,307$2M1.1%2026-Q1
OneDigital Investment Advisors LLC trimmed13,973$2M0.9%2026-Q1
Banco Santander, S.A. added12,048$2M0.8%2026-Q1
Quantinno Capital Management LP trimmed10,987$1M0.7%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed10,405$1M0.7%2026-Q1
UBS Group AG added10,183$1M0.7%2026-Q1
PGIM Custom Harvest LLC added8,990$1M0.6%2026-Q1
NORTHBRIDGE FINANCIAL GROUP, LLC trimmed8,077$1M0.6%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed8,442$1M0.6%2026-Q1
RAYMOND JAMES FINANCIAL INC added8,167$1M0.5%2026-Q1
Sowell Financial Services LLC7,339$999K0.5%2026-Q1
Creative Planning added7,318$996K0.5%2026-Q1
AMERIPRISE FINANCIAL INC added6,652$906K0.4%2026-Q1
BANK OF AMERICA CORP /DE/ added6,084$828K0.4%2026-Q1
MAGNOLIA CAPITAL MANAGEMENT LTD added5,520$751K0.4%2026-Q1
Rockefeller Capital Management L.P. added5,358$729K0.4%2026-Q1
L. Roy Papp & Associates, LLP5,150$701K0.3%2026-Q1
ROYAL BANK OF CANADA added4,670$636K0.3%2026-Q1
BROWN ADVISORY INC4,474$609K0.3%2026-Q1
Waverly Advisors, LLC added4,280$583K0.3%2026-Q1
EDMOND DE ROTHSCHILD HOLDING S.A. added4,200$572K0.3%2026-Q1
Itau Unibanco Holding S.A.4,000$556K0.3%2026-Q1
K2 Financial Inc. added3,617$540K0.3%2026-Q1
Yoffe Investment Management, LLC3,707$505K0.2%2026-Q1
Bank of New York Mellon Corp trimmed3,403$463K0.2%2026-Q1
Mill Creek Capital Advisors, LLC3,298$449K0.2%2026-Q1
Stratos Wealth Partners, LTD.2,811$383K0.2%2026-Q1
Great Waters Wealth Management trimmed2,622$357K0.2%2026-Q1
Private Advisor Group, LLC trimmed2,466$336K0.2%2026-Q1
Cetera Investment Advisers trimmed2,273$309K0.1%2026-Q1
Nicholas Hoffman & Company, LLC.1,989$271K0.1%2026-Q1
Allie Family Office LLC1,870$255K0.1%2026-Q1
Janney Montgomery Scott LLC trimmed1,866$254K0.1%2026-Q1
CIBC Bancorp USA Inc. new1,830$249K0.1%2026-Q1
Farther Finance Advisors, LLC trimmed1,525$208K0.1%2026-Q1
OneAscent Financial Services LLC trimmed1,476$201K0.1%2026-Q1
DEUTSCHE BANK AG\1,340$182K0.1%2026-Q1
CoreCap Advisors, LLC trimmed1,146$156K0.1%2026-Q1
OSAIC HOLDINGS, INC. added965$132K0.1%2026-Q1
Rialto Wealth Management, LLC942$128K0.1%2026-Q1
Balentine LLC860$117K0.1%2026-Q1
SBI Securities Co., Ltd. added821$112K0.1%2026-Q1
BLAIR WILLIAM & CO/IL597$81K0.0%2026-Q1
WHITTIER TRUST CO OF NEVADA INC574$78K0.0%2026-Q1
Spire Wealth Management558$76K0.0%2026-Q1
NATIONAL BANK OF CANADA /FI/531$72K0.0%2026-Q1
Strategic Wealth Partners, Ltd.489$67K0.0%2026-Q1
FMR LLC449$61K0.0%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC.425$58K0.0%2026-Q1
RESOURCES MANAGEMENT CORP /CT/ /ADV300$41K0.0%2026-Q1
BANK OF MONTREAL /CAN/261$36K0.0%2026-Q1
Ascentis Wealth Management, LLC new259$35K0.0%2026-Q1
Blue Trust, Inc.250$34K0.0%2026-Q1
Kohmann Bosshard Financial Services, LLC245$33K0.0%2026-Q1
JPMORGAN CHASE & CO trimmed197$26K0.0%2026-Q1
MAI Capital Management83$11K0.0%2026-Q1
Western Wealth Management, LLC trimmed72$10K0.0%2026-Q1
US BANCORP \DE\55$7K0.0%2026-Q1
Aptus Capital Advisors, LLC53$7K0.0%2026-Q1
Atria Investments, Inc added26,263$3M1.6%2025-Q2 stale
OLD MISSION CAPITAL LLC trimmed13,040$2M0.9%2025-Q4 stale
Atria Wealth Solutions, Inc. trimmed15,091$2M0.8%2025-Q1 stale
CITADEL ADVISORS LLC trimmed6,354$882K0.4%2025-Q4 stale
SHEETS SMITH WEALTH MANAGEMENT trimmed4,170$482K0.2%2025-Q1 stale
CIBC Private Wealth Group LLC added2,855$396K0.2%2025-Q4 stale
Climber Capital SA2,460$341K0.2%2025-Q4 stale
Corient Private Wealth LLC trimmed2,500$316K0.2%2025-Q2 stale
JANE STREET GROUP, LLC trimmed2,012$279K0.1%2025-Q4 stale
Empowered Funds, LLC new2,002$278K0.1%2025-Q4 stale
Virtu Financial LLC trimmed1,701$236K0.1%2025-Q4 stale
HRT FINANCIAL LP new1,696$235K0.1%2025-Q4 stale
Prime Capital Investment Advisors, LLC trimmed2,012$233K0.1%2025-Q1 stale
TWO SIGMA SECURITIES, LLC new1,505$209K0.1%2025-Q3 stale
AlTi Global, Inc.1,760$204K0.1%2025-Q1 stale
Mariner, LLC new1,441$200K0.1%2025-Q3 stale
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added70$71K0.0%2025-Q4 stale
CITIGROUP INC388$49K0.0%2025-Q2 stale
SageView Advisory Group, LLC trimmed276$38K0.0%2025-Q4 stale
ORG Partners LLC259$36K0.0%2025-Q4 stale
Signature Resources Capital Management, LLC200$28K0.0%2025-Q3 stale
Key Financial Inc new220$25K0.0%2025-Q1 stale
SouthState Bank Corp103$14K0.0%2025-Q3 stale
Global Retirement Partners, LLC added92$13K0.0%2025-Q4 stale
CREATIVE FINANCIAL DESIGNS INC /ADV104$12K0.0%2025-Q1 stale
Lowe Wealth Advisors, LLC83$12K0.0%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.

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