Who owns GMUB
Which tracked institutional funds hold GMUB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See GMUB company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 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 GMUB is one-sided between 2026-Q1 and 2026-Q2: 26 added or opened and 7 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
GMUB’s largest tracked holder by dollar value, Betterment LLC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in GMUB 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 60 tracked filers holding GMUB, 52 increased or opened the position and 14 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 GMUB 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 7
- Private Advisor Group, LLC$9M
- Integrated Wealth Concepts LLC$3M
- Fourth Dimension Wealth, LLC$2M
- Syntegra Private Wealth Group, LLC$1M
- Summit Financial, LLC$1M
- CITADEL ADVISORS LLC$651K
Full exits 5
- Betterment LLC$48M
- Mariner, LLC$8M
- MIRAE ASSET SECURITIES (USA) INC.$5M
- FLOW TRADERS U.S. LLC$4M
- Redhawk Wealth Advisors, Inc.$2M
Largest adds
- Composition Wealth, LLC$7M
- JPMORGAN CHASE & CO$5M
- Heartwood Wealth Advisors LLC$3M
- Asio Capital, LLC$2M
- GoalVest Advisory LLC$2M
- Capital Advisors Wealth Management, LLC$2M
Largest trims
- JANE STREET GROUP, LLC$3M
- Thompson David Blair$358K
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 |
|---|---|---|---|---|
| Composition Wealth, LLC added | 854,388 | $44M | 13.7% | 2026-Q2 |
| Heartwood Wealth Advisors LLC added | 497,558 | $26M | 8.0% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 362,252 | $19M | 5.8% | 2026-Q2 |
| GoalVest Advisory LLC added | 348,570 | $18M | 5.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 288,016 | $15M | 4.6% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 282,139 | $15M | 4.5% | 2026-Q2 |
| Asio Capital, LLC added | 220,569 | $11M | 3.5% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 174,326 | $9M | 2.8% | 2026-Q2 |
| Private Advisor Group, LLC new | 171,806 | $9M | 2.8% | 2026-Q2 |
| Capital Advisors Wealth Management, LLC added | 159,690 | $8M | 2.6% | 2026-Q2 |
| Pinion Investment Advisors, LLC added | 157,167 | $8M | 2.5% | 2026-Q2 |
| Retirement Planning Group, LLC added | 145,529 | $7M | 2.3% | 2026-Q2 |
| GENTRY PRIVATE WEALTH, LLC added | 111,366 | $6M | 1.8% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 98,419 | $5M | 1.6% | 2026-Q2 |
| Berger Financial Group, Inc added | 74,142 | $4M | 1.2% | 2026-Q2 |
| Sowell Financial Services LLC added | 71,742 | $4M | 1.1% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 69,085 | $4M | 1.1% | 2026-Q2 |
| FIRST AMERICAN TRUST, FSB added | 67,742 | $3M | 1.1% | 2026-Q2 |
| LPL Financial LLC added | 64,226 | $3M | 1.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 50,300 | $3M | 0.8% | 2026-Q2 |
| Fourth Dimension Wealth, LLC new | 45,776 | $2M | 0.7% | 2026-Q2 |
| GGM Financial LLC added | 44,732 | $2M | 0.7% | 2026-Q2 |
| Syntegra Private Wealth Group, LLC new | 27,121 | $1M | 0.4% | 2026-Q2 |
| WealthPlan Investment Management, LLC added | 26,848 | $1M | 0.4% | 2026-Q2 |
| Summit Financial, LLC new | 26,101 | $1M | 0.4% | 2026-Q2 |
| Thompson David Blair trimmed | 22,939 | $1M | 0.4% | 2026-Q2 |
| &PARTNERS | 22,799 | $1M | 0.4% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 20,504 | $1M | 0.3% | 2026-Q2 |
| Perigon Wealth Management, LLC added | 19,949 | $1M | 0.3% | 2026-Q2 |
| COLTON GROOME FINANCIAL ADVISORS, LLC added | 17,730 | $912K | 0.3% | 2026-Q2 |
| Landmark Wealth Management, LLC added | 17,361 | $893K | 0.3% | 2026-Q2 |
| Johnson Bixby & Associates, LLC added | 17,116 | $880K | 0.3% | 2026-Q2 |
| Equitable Holdings, Inc. added | 16,838 | $866K | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC new | 12,648 | $651K | 0.2% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 12,443 | $640K | 0.2% | 2026-Q2 |
| Miller Capital Partners, Inc. added | 11,880 | $611K | 0.2% | 2026-Q2 |
| World Investment Advisors | 11,688 | $596K | 0.2% | 2026-Q2 |
| Weaver Consulting Group added | 10,850 | $558K | 0.2% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 10,246 | $527K | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA new | 9,912 | $510K | 0.2% | 2026-Q2 |
| Providence Financial Advisors, LLC new | 9,616 | $495K | 0.2% | 2026-Q2 |
| WNY Asset Management, LLC added | 9,348 | $481K | 0.1% | 2026-Q2 |
| MATAURO, LLC new | 7,995 | $411K | 0.1% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 7,416 | $381K | 0.1% | 2026-Q2 |
| MGO ONE SEVEN LLC added | 7,368 | $379K | 0.1% | 2026-Q2 |
| Breakwater Capital Group new | 6,457 | $332K | 0.1% | 2026-Q2 |
| CASCADE INVESTMENT GROUP, INC. new | 6,413 | $330K | 0.1% | 2026-Q2 |
| WealthPLAN Partners, LLC new | 6,288 | $323K | 0.1% | 2026-Q2 |
| Gateway Wealth Partners, LLC added | 5,895 | $303K | 0.1% | 2026-Q2 |
| Atria Investments, Inc new | 5,511 | $283K | 0.1% | 2026-Q2 |
| Magnus Financial Group LLC trimmed | 4,587 | $236K | 0.1% | 2026-Q2 |
| LAUREL OAK WEALTH MANAGEMENT, LLC new | 4,157 | $214K | 0.1% | 2026-Q2 |
| Ducere Wealth Management LLC added | 4,032 | $207K | 0.1% | 2026-Q2 |
| Platform Technology Partners new | 4,000 | $206K | 0.1% | 2026-Q2 |
| IFP Advisors, Inc added | 2,917 | $150K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. new | 1,046 | $54K | 0.0% | 2026-Q2 |
| Elequin Capital, LP new | 719 | $37K | 0.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 204 | $10K | 0.0% | 2026-Q2 |
| MASECO LLP | 43 | $2K | 0.0% | 2026-Q2 |
| HFM Investment Advisors, LLC | 1 | $42 | 0.0% | 2026-Q2 |
| Betterment LLC added | 937,751 | $48M | 14.9% | 2026-Q1 stale (1 quarter behind) |
| Mariner, LLC new | 163,319 | $8M | 2.6% | 2026-Q1 stale (1 quarter behind) |
| MIRAE ASSET SECURITIES (USA) INC. new | 100,000 | $5M | 1.6% | 2026-Q1 stale (1 quarter behind) |
| FLOW TRADERS U.S. LLC added | 83,878 | $4M | 1.3% | 2026-Q1 stale (1 quarter behind) |
| Redhawk Wealth Advisors, Inc. added | 34,487 | $2M | 0.5% | 2026-Q1 stale (1 quarter behind) |
| Rosenberg Matthew Hamilton new | 1,769 | $90K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new | 67 | $3K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| JONES FINANCIAL COMPANIES LLLP new | 57 | $3K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| SOA Wealth Advisors, LLC. new | 39 | $2K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| UBS Group AG trimmed | 13 | $662 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| SIGNATUREFD, LLC new | 2,653 | $136K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| BANK OF AMERICA CORP /DE/ new | 272 | $14K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC new | 1 | $51 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| HBK Sorce Advisory LLC new | 78,253 | $4M | 1.2% | 2025-Q3 stale (3 quarters behind) |
| Masso Torrence Wealth Management Inc. new | 44,875 | $2M | 0.7% | 2025-Q3 stale (3 quarters behind) |
| Pineridge Advisors LLC new | 41,575 | $2M | 0.7% | 2025-Q3 stale (3 quarters behind) |
| Activest Wealth Management new | 24 | $1K | 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.