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Institutional Ownership · SEC Form 13F

Who owns GOF (GOF)


Which tracked institutional funds hold GOF, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See GOF 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.

199
Institutional holders
44,404,590
Shares held (tracked funds)

How the tape is positioned

The tracked-fund tape on GOF is one-sided between 2025-Q4 and 2026-Q1: 13 added or opened and 55 trimmed or exited — on balance reducing.

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

GOF’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes GOF more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in GOF 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 199 tracked filers holding GOF, 118 increased or opened the position and 83 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.

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 GOF 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 3

  • Significant Wealth Partners LLC$2M
  • READYSTATE ASSET MANAGEMENT LP$1M
  • Strategic Financial Concepts, LLC$553K

Full exits 9

  • NewEdge Advisors, LLC$1M
  • TrueMark Investments, LLC$1M
  • IFG Advisory, LLC$1M
  • GREAT VALLEY ADVISOR GROUP, INC.$1M
  • Quantinno Capital Management LP$1M
  • J.W. COLE ADVISORS, INC.$937K

Largest adds

  • RIVERNORTH CAPITAL MANAGEMENT, LLC$10M
  • COHEN & STEERS, INC.$4M
  • Logan Stone Capital, LLC$2M
  • Harpswell Capital Advisors, LLC$1M
  • AE Wealth Management LLC$999K
  • XTX Topco Ltd$874K

Largest trims

  • BlackRock, Inc.$18M
  • LPL Financial LLC$5M
  • Prime Capital Investment Advisors, LLC$5M
  • Kera Capital Partners, Inc.$4M
  • JANE STREET GROUP, LLC$4M
  • TRUIST FINANCIAL CORP$4M

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).

FundSharesReported value% of valueQuarter
MORGAN STANLEY added8,137,202$90M18.2%2026-Q1
LPL Financial LLC trimmed2,517,603$28M5.6%2026-Q1
VERUS CAPITAL PARTNERS, LLC added2,477,088$27M5.6%2026-Q1
Estate Planners Group, LLC added2,370,615$26M5.3%2026-Q1
UBS Group AG added1,917,212$21M4.3%2026-Q1
RIVERNORTH CAPITAL MANAGEMENT, LLC added1,888,335$21M4.2%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed1,467,979$16M3.3%2026-Q1
Invesco Ltd. added1,457,791$16M3.3%2026-Q1
Logan Stone Capital, LLC added1,299,103$14M2.9%2026-Q1
Cetera Investment Advisers trimmed1,251,299$14M2.8%2026-Q1
COHEN & STEERS, INC. added1,221,789$13M2.7%2026-Q1
ROYAL BANK OF CANADA added1,145,825$13M2.6%2026-Q1
OSAIC HOLDINGS, INC. added1,066,935$12M2.4%2026-Q1
Thomas J. Herzfeld Advisors, Inc. added1,015,400$11M2.3%2026-Q1
CreativeOne Wealth, LLC added946,815$10M2.1%2026-Q1
MML INVESTORS SERVICES, LLC added842,008$9M1.9%2026-Q1
RAYMOND JAMES FINANCIAL INC added779,292$9M1.7%2026-Q1
Secure Asset Management, LLC added623,443$7M1.4%2026-Q1
BANK OF AMERICA CORP /DE/ added603,335$7M1.4%2026-Q1
TRUIST FINANCIAL CORP trimmed564,460$6M1.3%2026-Q1
PETRA FINANCIAL ADVISORS INC added469,379$5M1.1%2026-Q1
Janney Montgomery Scott LLC added420,263$5M0.9%2026-Q1
Harpswell Capital Advisors, LLC added327,617$4M0.7%2026-Q1
U.S. Capital Wealth Advisors, LLC added316,813$3M0.7%2026-Q1
XTX Topco Ltd added278,101$3M0.6%2026-Q1
Integrated Wealth Concepts LLC added273,821$3M0.6%2026-Q1
INTEGRITY ALLIANCE, LLC. trimmed268,902$3M0.6%2026-Q1
Richmond Brothers, Inc. added258,405$3M0.6%2026-Q1
Baird Financial Group, Inc. added252,913$3M0.6%2026-Q1
AE Wealth Management LLC added251,106$3M0.6%2026-Q1
Retirement Planning Group, LLC trimmed246,738$3M0.6%2026-Q1
Private Advisor Group, LLC trimmed239,681$3M0.5%2026-Q1
Illumine Investment Management, LLC added227,556$3M0.5%2026-Q1
Vestmark Advisory Solutions, Inc. trimmed225,267$2M0.5%2026-Q1
BlackRock, Inc. trimmed221,191$2M0.5%2026-Q1
ELEVATION POINT WEALTH PARTNERS, LLC trimmed219,535$2M0.5%2026-Q1
AMERIPRISE FINANCIAL INC trimmed205,507$2M0.5%2026-Q1
MOSAIC FAMILY WEALTH PARTNERS, LLC trimmed201,355$2M0.5%2026-Q1
Marks Group Wealth Management, Inc trimmed190,195$2M0.4%2026-Q1
PRINCIPAL SECURITIES, INC. added188,994$2M0.4%2026-Q1
Cambridge Investment Research Advisors, Inc. added187,367$2M0.4%2026-Q1
WEDBUSH SECURITIES INC trimmed185,392$2M0.4%2026-Q1
CARY STREET PARTNERS FINANCIAL LLC added179,382$2M0.4%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. trimmed173,578$2M0.4%2026-Q1
Tennessee Valley Asset Management Partners added171,680$2M0.4%2026-Q1
Significant Wealth Partners LLC trimmed158,176$2M0.4%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed157,393$2M0.4%2026-Q1
Smith Asset Management Co., LLC added138,980$2M0.3%2026-Q1
FLYNN ZITO CAPITAL MANAGEMENT, LLC trimmed137,946$2M0.3%2026-Q1
Kestra Advisory Services, LLC trimmed134,337$1M0.3%2026-Q1
Keating Financial Advisory Services, Inc. added121,132$1M0.3%2026-Q1
Founders Financial Alliance, LLC added119,934$1M0.3%2026-Q1
Steward Partners Investment Advisory, LLC trimmed110,841$1M0.2%2026-Q1
Z3 Capital Partners, LLC trimmed108,656$1M0.2%2026-Q1
Mutual Advisors, LLC added107,787$1M0.2%2026-Q1
Dynamic Advisor Solutions LLC added98,677$1M0.2%2026-Q1
READYSTATE ASSET MANAGEMENT LP new91,531$1M0.2%2026-Q1
PMG Family Office LLC added88,938$980K0.2%2026-Q1
Thrivent Financial for Lutherans added88,677$977K0.2%2026-Q1
Ausdal Financial Partners, Inc. added84,087$927K0.2%2026-Q1
PFG Investments, LLC added80,693$889K0.2%2026-Q1
Kovack Advisors, Inc. added72,509$800K0.2%2026-Q1
UMB Bank, n.a.70,038$772K0.2%2026-Q1
Focus Financial Network, Inc. added69,299$764K0.2%2026-Q1
Prime Capital Investment Advisors, LLC trimmed68,999$760K0.2%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV trimmed68,178$751K0.2%2026-Q1
CHOREO, LLC added65,664$724K0.1%2026-Q1
JANE STREET GROUP, LLC trimmed60,200$663K0.1%2026-Q1
Sigma Planning Corp trimmed60,030$662K0.1%2026-Q1
Western Wealth Management, LLC trimmed58,893$649K0.1%2026-Q1
Geneos Wealth Management Inc. trimmed58,676$647K0.1%2026-Q1
Noble Wealth Management PBC trimmed54,400$599K0.1%2026-Q1
Equitable Holdings, Inc. added46,527$599K0.1%2026-Q1
Parisi Gray Wealth Management added51,004$562K0.1%2026-Q1
Mallini Complete Financial Planning LLC added50,418$556K0.1%2026-Q1
Strategic Financial Concepts, LLC trimmed50,164$553K0.1%2026-Q1
Almanack Investment Partners, LLC. trimmed49,455$545K0.1%2026-Q1
PRIVATE TRUST CO NA added48,968$540K0.1%2026-Q1
Patriot Financial Group Insurance Agency, LLC added48,306$532K0.1%2026-Q1
Sovran Advisors, LLC trimmed46,126$527K0.1%2026-Q1
OPPENHEIMER & CO INC added47,412$522K0.1%2026-Q1
Fiduciary Alliance LLC trimmed45,220$513K0.1%2026-Q1
New England Private Wealth Advisors LLC43,327$477K0.1%2026-Q1
CAPTRUST FINANCIAL ADVISORS42,857$472K0.1%2026-Q1
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors trimmed202,327$3M0.6%2025-Q3 stale
MILESTONE ASSET MANAGEMENT, LLC new117,867$2M0.4%2025-Q1 stale
Capital Investment Advisory Services, LLC added106,612$2M0.3%2025-Q3 stale
NewEdge Advisors, LLC trimmed114,671$1M0.3%2025-Q4 stale
TrueMark Investments, LLC trimmed109,842$1M0.3%2025-Q4 stale
IFG Advisory, LLC trimmed95,343$1M0.2%2025-Q4 stale
AVANTAX ADVISORY SERVICES, INC. added78,710$1M0.2%2025-Q2 stale
GREAT VALLEY ADVISOR GROUP, INC. trimmed90,270$1M0.2%2025-Q4 stale
Quantinno Capital Management LP new87,593$1M0.2%2025-Q4 stale
J.W. COLE ADVISORS, INC. added76,193$937K0.2%2025-Q4 stale
Atria Wealth Solutions, Inc. trimmed60,747$905K0.2%2025-Q2 stale
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. added61,187$788K0.2%2025-Q4 stale
Marex Group plc added54,682$704K0.1%2025-Q4 stale
Focus Partners Wealth added46,290$680K0.1%2025-Q4 stale
Buska Wealth Management, LLC trimmed38,013$490K0.1%2025-Q4 stale
GPS Wealth Strategies Group, LLC31,504$472K0.1%2025-Q3 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.

HoldersTotal shares

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.

Learn how to read institutional ownership