Who owns GMOI (GMOI)
Which tracked institutional funds hold GMOI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See GMOI 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.
How the tape is positioned
The tracked-fund tape on GMOI is one-sided between 2025-Q4 and 2026-Q1: 16 added or opened and 1 trimmed or exited — on balance accumulating.
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
GMOI’s largest tracked holder by dollar value, SIGNATURE ESTATE & INVESTMENT ADVISORS LLC, sizes it at 1.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in GMOI 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 43 tracked filers holding GMOI, 34 increased or opened the position and 6 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 GMOI 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 8
- SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$96M
- CITADEL ADVISORS LLC$10M
- ENVESTNET ASSET MANAGEMENT INC$8M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$3M
- Tempus Wealth Planning, LLC$3M
- New England Private Wealth Advisors LLC$3M
Full exits 1
- J.W. COLE ADVISORS, INC.$2M
Largest adds
- JANE STREET GROUP, LLC$13M
- PINNACLE ASSOCIATES LTD$6M
- Maltin Wealth Management, Inc.$4M
- FIDELITY D & D BANCORP INC$2M
- Grantham, Mayo, Van Otterloo & Co. LLC$2M
- HighTower Advisors, LLC$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 |
|---|---|---|---|---|
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC new | 2,642,938 | $96M | 41.1% | 2026-Q1 |
| PINNACLE ASSOCIATES LTD added | 757,462 | $27M | 11.8% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 709,516 | $26M | 11.0% | 2026-Q1 |
| FIDELITY D & D BANCORP INC added | 445,242 | $16M | 6.9% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 379,399 | $14M | 5.9% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 268,920 | $10M | 4.2% | 2026-Q1 |
| Maltin Wealth Management, Inc. added | 261,797 | $9M | 4.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC new | 208,727 | $8M | 3.2% | 2026-Q1 |
| Grantham, Mayo, Van Otterloo & Co. LLC added | 97,924 | $4M | 1.5% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 80,524 | $3M | 1.3% | 2026-Q1 |
| Tempus Wealth Planning, LLC new | 78,730 | $3M | 1.2% | 2026-Q1 |
| New England Private Wealth Advisors LLC new | 70,033 | $3M | 1.1% | 2026-Q1 |
| Pathway Financial Advisors LLC added | 49,833 | $2M | 0.8% | 2026-Q1 |
| Essential Partners LLC | 39,075 | $1M | 0.6% | 2026-Q1 |
| LPL Financial LLC trimmed | 23,783 | $862K | 0.4% | 2026-Q1 |
| Janney Montgomery Scott LLC new | 23,680 | $858K | 0.4% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 22,285 | $807K | 0.3% | 2026-Q1 |
| Hara Capital LLC trimmed | 21,517 | $780K | 0.3% | 2026-Q1 |
| Orcam Financial Group added | 21,050 | $763K | 0.3% | 2026-Q1 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added | 17,222 | $631K | 0.3% | 2026-Q1 |
| TRUIST FINANCIAL CORP new | 15,773 | $571K | 0.2% | 2026-Q1 |
| Sunbelt Securities, Inc. | 15,442 | $559K | 0.2% | 2026-Q1 |
| Prospera Financial Services Inc added | 14,580 | $528K | 0.2% | 2026-Q1 |
| Centurion Wealth Management LLC added | 11,750 | $426K | 0.2% | 2026-Q1 |
| Aspen Investment Management Inc trimmed | 10,705 | $388K | 0.2% | 2026-Q1 |
| GTS SECURITIES LLC trimmed | 9,322 | $338K | 0.1% | 2026-Q1 |
| Sanctuary Advisors, LLC new | 5,827 | $211K | 0.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. new | 4,080 | $148K | 0.1% | 2026-Q1 |
| Colonial Trust Co / SC | 2,000 | $72K | 0.0% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 2,000 | $72K | 0.0% | 2026-Q1 |
| Anchor Investment Management, LLC | 2,000 | $72K | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 1,650 | $60K | 0.0% | 2026-Q1 |
| GILPIN WEALTH MANAGEMENT, LLC new | 1,200 | $43K | 0.0% | 2026-Q1 |
| MORGAN STANLEY added | 1,140 | $41K | 0.0% | 2026-Q1 |
| Coston, McIsaac & Partners added | 986 | $35K | 0.0% | 2026-Q1 |
| Signature Equity Partners, LLC new | 785 | $28K | 0.0% | 2026-Q1 |
| MAI Capital Management added | 590 | $21K | 0.0% | 2026-Q1 |
| Your Advocates Ltd., LLP new | 370 | $13K | 0.0% | 2026-Q1 |
| Western Wealth Management, LLC new | 339 | $12K | 0.0% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 329 | $12K | 0.0% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC new | 291 | $11K | 0.0% | 2026-Q1 |
| Community Bank, N.A. new | 291 | $11K | 0.0% | 2026-Q1 |
| MONTAG A & ASSOCIATES INC | 125 | $5K | 0.0% | 2026-Q1 |
| FLOW TRADERS U.S. LLC trimmed | 58,428 | $2M | 0.8% | 2025-Q3 stale |
| J.W. COLE ADVISORS, INC. added | 52,060 | $2M | 0.8% | 2025-Q4 stale |
| STAR Financial Bank new | 10,523 | $327K | 0.1% | 2025-Q3 stale |
| UBS Group AG trimmed | 1,107 | $37K | 0.0% | 2025-Q4 stale |
| WELLS FARGO & COMPANY/MN new | 1,163 | $34K | 0.0% | 2025-Q2 stale |
| HORIZON BANCORP INC /IN/ new | 132 | $4K | 0.0% | 2025-Q2 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 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.