Who owns GMOM
Which tracked institutional funds hold GMOM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See GMOM 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
2 tracked funds added or opened GMOM while 2 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
GMOM’s largest tracked holder by dollar value, ALM First Financial Advisors, LLC, sizes it at 11.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 11.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in GMOM 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 21 tracked filers holding GMOM, 11 increased or opened the position and 9 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 GMOM 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.
Full exits 2
- ALM First Financial Advisors, LLC$67M
- Betterment LLC$12M
Largest adds
- LPL Financial LLC$913K
- OSAIC HOLDINGS, INC.$536K
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 |
|---|---|---|---|---|
| Bravias Capital Group, LLC added | 287,856 | $10M | 8.6% | 2026-Q2 |
| Cetera Investment Advisers added | 82,821 | $3M | 2.5% | 2026-Q2 |
| ARVEST INVESTMENTS, INC. added | 74,450 | $3M | 2.2% | 2026-Q2 |
| LPL Financial LLC added | 73,227 | $3M | 2.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 56,716 | $2M | 1.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 35,604 | $1M | 1.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 32,574 | $1M | 1.0% | 2026-Q2 |
| GWN SECURITIES INC. trimmed | 21,042 | $749K | 0.6% | 2026-Q2 |
| Mutual Advisors, LLC trimmed | 12,926 | $460K | 0.4% | 2026-Q2 |
| TRUIST FINANCIAL CORP | 8,500 | $303K | 0.3% | 2026-Q2 |
| Professional Financial Advisors, LLC | 8,135 | $290K | 0.2% | 2026-Q2 |
| Brookwood Investment Group LLC added | 7,607 | $271K | 0.2% | 2026-Q2 |
| SYKON CAPITAL LLC new | 7,156 | $255K | 0.2% | 2026-Q2 |
| Wealthcare Advisory Partners LLC added | 6,411 | $228K | 0.2% | 2026-Q2 |
| PKS Advisory Services, LLC new | 5,750 | $205K | 0.2% | 2026-Q2 |
| MORGAN STANLEY added | 3,001 | $107K | 0.1% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC | 2,025 | $72K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 1,112 | $40K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 67 | $2K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN | 1 | $25 | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO | 0 | $10 | 0.0% | 2026-Q2 |
| ALM First Financial Advisors, LLC | 1,903,510 | $67M | 56.0% | 2026-Q1 stale (1 quarter behind) |
| Betterment LLC trimmed | 334,505 | $12M | 10.0% | 2026-Q1 stale (1 quarter behind) |
| CITADEL ADVISORS LLC added | 9,780 | $350K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Signature Equity Partners, LLC new | 100 | $4K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC | 28 | $1K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Cambria Investment Management, L.P. trimmed | 357,353 | $12M | 10.0% | 2025-Q4 stale (2 quarters behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 7,153 | $240K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| ROYAL BANK OF CANADA added | 261 | $9K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| JANE STREET GROUP, LLC added | 42,532 | $1M | 1.1% | 2025-Q3 stale (3 quarters behind) |
| Lifeworks Advisors, LLC trimmed | 13,961 | $451K | 0.4% | 2025-Q3 stale (3 quarters behind) |
| Ausdal Financial Partners, Inc. trimmed | 7,454 | $241K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| UBS Group AG trimmed | 6,011 | $194K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| North Star Investment Management Corp. | 101 | $3K | 0.0% | 2025-Q3 stale (3 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.