Who owns 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-Q2 13F filings (latest filed 2026-08-20). 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
17 tracked funds added or opened GMF while 8 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
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 2026-Q1 and 2026-Q2, across 76 tracked filers holding GMF, 33 increased or opened the position and 37 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 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 3
- GOLDMAN SACHS GROUP INC$3M
- Pathstone Holdings, LLC$518K
- OLD MISSION CAPITAL LLC$511K
Full exits 5
- FLOW TRADERS U.S. LLC$4M
- HighTower Advisors, LLC$2M
- COMMONWEALTH EQUITY SERVICES, LLC$1M
- MAGNOLIA CAPITAL MANAGEMENT LTD$751K
- Itau Unibanco Holding S.A.$556K
Largest adds
- RAINEY & RANDALL WEALTH ADVISORS INC.$5M
- First Pacific Financial$4M
- Stairway Partners, LLC$4M
- Vontobel Holding Ltd.$4M
- WELLS FARGO & COMPANY/MN$3M
- Federation des caisses Desjardins du Quebec$2M
Largest trims
- LPL Financial LLC$3M
- Addison Advisors LLC$1M
- Banco Santander, S.A.$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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Stairway Partners, LLC trimmed | 220,174 | $35M | 14.7% | 2026-Q2 |
| RAINEY & RANDALL WEALTH ADVISORS INC. added | 189,028 | $30M | 12.6% | 2026-Q2 |
| First Pacific Financial added | 179,562 | $28M | 12.0% | 2026-Q2 |
| Vontobel Holding Ltd. added | 166,503 | $26M | 11.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 97,971 | $15M | 6.5% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec added | 73,069 | $11M | 4.9% | 2026-Q2 |
| FINANCIAL CONSULATE, INC trimmed | 67,180 | $11M | 4.5% | 2026-Q2 |
| MORGAN STANLEY trimmed | 51,142 | $8M | 3.4% | 2026-Q2 |
| LPL Financial LLC trimmed | 38,534 | $6M | 2.6% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 25,428 | $4M | 1.7% | 2026-Q2 |
| COMMERCE BANK | 20,294 | $3M | 1.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC new | 20,285 | $3M | 1.4% | 2026-Q2 |
| Equitable Holdings, Inc. added | 20,733 | $3M | 1.3% | 2026-Q2 |
| Bank Julius Baer & Co. Ltd, Zurich | 18,300 | $3M | 1.2% | 2026-Q2 |
| OneDigital Investment Advisors LLC trimmed | 13,686 | $2M | 0.9% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 12,529 | $2M | 0.8% | 2026-Q2 |
| Cetera Investment Advisers added | 11,303 | $2M | 0.8% | 2026-Q2 |
| PGIM Custom Harvest LLC added | 10,693 | $2M | 0.7% | 2026-Q2 |
| Quantinno Capital Management LP trimmed | 10,680 | $2M | 0.7% | 2026-Q2 |
| UBS Group AG trimmed | 10,132 | $2M | 0.7% | 2026-Q2 |
| NORTHBRIDGE FINANCIAL GROUP, LLC added | 8,693 | $1M | 0.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 8,018 | $1M | 0.5% | 2026-Q2 |
| Sowell Financial Services LLC | 7,339 | $1M | 0.5% | 2026-Q2 |
| Creative Planning added | 7,322 | $1M | 0.5% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 6,658 | $1M | 0.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 6,071 | $953K | 0.4% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 5,377 | $844K | 0.4% | 2026-Q2 |
| Addison Advisors LLC trimmed | 5,336 | $838K | 0.4% | 2026-Q2 |
| L. Roy Papp & Associates, LLP | 5,150 | $808K | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 4,616 | $725K | 0.3% | 2026-Q2 |
| Waverly Advisors, LLC added | 4,453 | $699K | 0.3% | 2026-Q2 |
| BROWN ADVISORY INC trimmed | 4,418 | $693K | 0.3% | 2026-Q2 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 4,200 | $659K | 0.3% | 2026-Q2 |
| Banco Santander, S.A. trimmed | 3,913 | $614K | 0.3% | 2026-Q2 |
| Yoffe Investment Management, LLC added | 3,710 | $582K | 0.2% | 2026-Q2 |
| K2 Financial Inc. trimmed | 3,598 | $565K | 0.2% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 3,382 | $531K | 0.2% | 2026-Q2 |
| Pathstone Holdings, LLC new | 3,299 | $518K | 0.2% | 2026-Q2 |
| OLD MISSION CAPITAL LLC trimmed | 3,256 | $511K | 0.2% | 2026-Q2 |
| Stratos Wealth Partners, LTD. | 2,811 | $441K | 0.2% | 2026-Q2 |
| Great Waters Wealth Management trimmed | 2,594 | $407K | 0.2% | 2026-Q2 |
| Freestone Capital Holdings, LLC new | 2,460 | $386K | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 2,359 | $370K | 0.2% | 2026-Q2 |
| TWO SIGMA SECURITIES, LLC added | 1,999 | $314K | 0.1% | 2026-Q2 |
| Nicholas Hoffman & Company, LLC. added | 1,998 | $314K | 0.1% | 2026-Q2 |
| Allie Family Office LLC | 1,870 | $294K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 1,774 | $274K | 0.1% | 2026-Q2 |
| CIBC Bancorp USA Inc. trimmed | 1,577 | $248K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 1,519 | $238K | 0.1% | 2026-Q2 |
| OneAscent Financial Services LLC trimmed | 1,472 | $231K | 0.1% | 2026-Q2 |
| Birch Hill Investment Advisors LLC new | 1,461 | $229K | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC new | 1,413 | $222K | 0.1% | 2026-Q2 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC new | 1,365 | $214K | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ | 1,340 | $210K | 0.1% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 1,290 | $202K | 0.1% | 2026-Q2 |
| CoreCap Advisors, LLC trimmed | 971 | $152K | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 966 | $152K | 0.1% | 2026-Q2 |
| Rialto Wealth Management, LLC | 942 | $148K | 0.1% | 2026-Q2 |
| SBI Securities Co., Ltd. trimmed | 816 | $128K | 0.1% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL | 597 | $94K | 0.0% | 2026-Q2 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych new | 1,000 | $89K | 0.0% | 2026-Q2 |
| WHITTIER TRUST CO OF NEVADA INC | 574 | $88K | 0.0% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ added | 553 | $87K | 0.0% | 2026-Q2 |
| Strategic Wealth Partners, Ltd. trimmed | 479 | $75K | 0.0% | 2026-Q2 |
| FMR LLC | 449 | $70K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. | 425 | $67K | 0.0% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ | 261 | $41K | 0.0% | 2026-Q2 |
| Ascentis Wealth Management, LLC | 259 | $41K | 0.0% | 2026-Q2 |
| Blue Trust, Inc. | 250 | $39K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC | 92 | $14K | 0.0% | 2026-Q2 |
| US BANCORP \DE\ | 55 | $9K | 0.0% | 2026-Q2 |
| Aptus Capital Advisors, LLC | 53 | $8K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 30 | $5K | 0.0% | 2026-Q2 |
| Bullock Wealth Management Group new | 25 | $4K | 0.0% | 2026-Q2 |
| Central Pacific Bank - Trust Division | 14 | $2K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC | 5 | $785 | 0.0% | 2026-Q2 |
| FLOW TRADERS U.S. LLC added | 30,350 | $4M | 1.8% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC added | 18,257 | $2M | 1.1% | 2026-Q1 stale (1 quarter behind) |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 10,405 | $1M | 0.6% | 2026-Q1 stale (1 quarter behind) |
| MAGNOLIA CAPITAL MANAGEMENT LTD added | 5,520 | $751K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Itau Unibanco Holding S.A. | 4,000 | $556K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Mill Creek Capital Advisors, LLC | 3,298 | $449K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Janney Montgomery Scott LLC trimmed | 1,866 | $254K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Balentine LLC | 860 | $117K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Spire Wealth Management | 558 | $76K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | 300 | $41K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Kohmann Bosshard Financial Services, LLC | 245 | $33K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CITADEL ADVISORS LLC trimmed | 6,354 | $882K | 0.4% | 2025-Q4 stale (2 quarters behind) |
| CIBC Private Wealth Group LLC added | 2,855 | $396K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Climber Capital SA | 2,460 | $341K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| JANE STREET GROUP, LLC trimmed | 2,012 | $279K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Empowered Funds, LLC new | 2,002 | $278K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Virtu Financial LLC trimmed | 1,701 | $236K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| HRT FINANCIAL LP new | 1,696 | $235K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 70 | $71K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| SageView Advisory Group, LLC new | 276 | $38K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| ORG Partners LLC | 259 | $36K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Mariner, LLC new | 1,441 | $200K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Atria Investments, Inc added | 26,263 | $3M | 1.4% | 2025-Q2 stale (4 quarters behind) |
| CITIGROUP INC | 388 | $49K | 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.