Who owns 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-Q2 13F filings (latest filed 2026-08-14). 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
16 tracked funds added or opened GMOI while 7 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
GMOI’s largest tracked holder by dollar value, SIGNATURE ESTATE & INVESTMENT ADVISORS LLC, sizes it at 1.8% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.8pp 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 2026-Q1 and 2026-Q2, across 49 tracked filers holding GMOI, 34 increased or opened the position and 22 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 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 6
- Beaumont Financial Advisors, LLC$7M
- American Money Management, LLC$3M
- Capital Investment Advisors, LLC$2M
- J.W. COLE ADVISORS, INC.$2M
- CIBC Bancorp USA Inc.$1M
- Cerro Pacific Wealth Advisors LLC$760K
Full exits 3
- HighTower Advisors, LLC$26M
- Janney Montgomery Scott LLC$858K
- Sunbelt Securities, Inc.$559K
Largest adds
- SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4M
- New England Private Wealth Advisors LLC$1M
- ENVESTNET ASSET MANAGEMENT INC$1M
- PINNACLE ASSOCIATES LTD$963K
- FIDELITY D & D BANCORP INC$806K
- Maltin Wealth Management, Inc.$725K
Largest trims
- JANE STREET GROUP, LLC$10M
- CITADEL ADVISORS LLC$8M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- Tempus Wealth Planning, 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 added | 2,657,417 | $100M | 42.0% | 2026-Q2 |
| PINNACLE ASSOCIATES LTD added | 757,878 | $28M | 12.0% | 2026-Q2 |
| FIDELITY D & D BANCORP INC added | 451,896 | $17M | 7.1% | 2026-Q2 |
| Maltin Wealth Management, Inc. added | 272,404 | $10M | 4.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 237,745 | $9M | 3.8% | 2026-Q2 |
| Beaumont Financial Advisors, LLC new | 199,831 | $7M | 3.2% | 2026-Q2 |
| Grantham, Mayo, Van Otterloo & Co. LLC added | 108,193 | $4M | 1.7% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 107,744 | $4M | 1.7% | 2026-Q2 |
| New England Private Wealth Advisors LLC added | 101,241 | $4M | 1.7% | 2026-Q2 |
| American Money Management, LLC new | 78,524 | $3M | 1.2% | 2026-Q2 |
| Capital Investment Advisors, LLC new | 56,696 | $2M | 0.9% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. trimmed | 49,026 | $2M | 0.8% | 2026-Q2 |
| Pathway Financial Advisors LLC trimmed | 47,468 | $2M | 0.8% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 41,044 | $2M | 0.6% | 2026-Q2 |
| Essential Partners LLC | 39,075 | $1M | 0.6% | 2026-Q2 |
| CIBC Bancorp USA Inc. new | 27,862 | $1M | 0.4% | 2026-Q2 |
| Orcam Financial Group added | 27,050 | $1M | 0.4% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 24,735 | $927K | 0.4% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added | 23,846 | $893K | 0.4% | 2026-Q2 |
| Hara Capital LLC trimmed | 21,360 | $804K | 0.3% | 2026-Q2 |
| Cerro Pacific Wealth Advisors LLC new | 20,284 | $760K | 0.3% | 2026-Q2 |
| Tempus Wealth Planning, LLC trimmed | 18,220 | $683K | 0.3% | 2026-Q2 |
| LPL Financial LLC trimmed | 17,306 | $649K | 0.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 17,258 | $647K | 0.3% | 2026-Q2 |
| Prospera Financial Services Inc added | 15,562 | $583K | 0.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 15,335 | $575K | 0.2% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 14,232 | $533K | 0.2% | 2026-Q2 |
| Centurion Wealth Management LLC trimmed | 11,250 | $422K | 0.2% | 2026-Q2 |
| Quantinno Capital Management LP new | 9,801 | $367K | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 7,910 | $296K | 0.1% | 2026-Q2 |
| 1620 INVESTMENT ADVISORS, INC. new | 6,549 | $245K | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 6,240 | $234K | 0.1% | 2026-Q2 |
| ARBOR CAPITAL MANAGEMENT INC /ADV new | 5,770 | $231K | 0.1% | 2026-Q2 |
| Focus Partners Wealth new | 5,653 | $212K | 0.1% | 2026-Q2 |
| Creative Planning new | 5,434 | $204K | 0.1% | 2026-Q2 |
| UBS Group AG added | 2,516 | $94K | 0.0% | 2026-Q2 |
| GILPIN WEALTH MANAGEMENT, LLC added | 2,400 | $90K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 2,015 | $76K | 0.0% | 2026-Q2 |
| Allied Private Wealth LLC new | 1,426 | $54K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 1,334 | $50K | 0.0% | 2026-Q2 |
| Signature Equity Partners, LLC added | 1,317 | $49K | 0.0% | 2026-Q2 |
| TD Waterhouse Canada Inc. new | 912 | $34K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA new | 417 | $16K | 0.0% | 2026-Q2 |
| MORGAN STANLEY trimmed | 415 | $16K | 0.0% | 2026-Q2 |
| Your Advocates Ltd., LLP | 370 | $14K | 0.0% | 2026-Q2 |
| Community Bank, N.A. | 291 | $11K | 0.0% | 2026-Q2 |
| ASSETMARK, INC new | 199 | $7K | 0.0% | 2026-Q2 |
| MONTAG A & ASSOCIATES INC | 125 | $5K | 0.0% | 2026-Q2 |
| BROWN BROTHERS HARRIMAN & CO new | 100 | $4K | 0.0% | 2026-Q2 |
| HighTower Advisors, LLC trimmed | 709,516 | $26M | 10.8% | 2026-Q1 stale (1 quarter behind) |
| Janney Montgomery Scott LLC new | 23,680 | $858K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Sunbelt Securities, Inc. | 15,442 | $559K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Aspen Investment Management Inc trimmed | 10,705 | $388K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| GTS SECURITIES LLC trimmed | 9,322 | $338K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Anchor Investment Management, LLC | 2,000 | $72K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Colonial Trust Co / SC | 2,000 | $72K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Coston, McIsaac & Partners added | 986 | $35K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| MAI Capital Management added | 590 | $21K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Western Wealth Management, LLC new | 339 | $12K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| FIFTH THIRD BANCORP new | 329 | $12K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| FLOW TRADERS U.S. LLC trimmed | 58,428 | $2M | 0.8% | 2025-Q3 stale (3 quarters behind) |
| STAR Financial Bank new | 10,523 | $327K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| WELLS FARGO & COMPANY/MN new | 1,163 | $34K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| HORIZON BANCORP INC /IN/ new | 132 | $4K | 0.0% | 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.