Who owns 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-Q2 13F filings (latest filed 2026-08-19). 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
28 tracked funds added or opened GOF while 19 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
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 2026-Q1 and 2026-Q2, across 198 tracked filers holding GOF, 114 increased or opened the position and 89 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 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 10
- Advisory Solutions Group, LLC$5M
- Integrity Advisory Solutions, LLC$3M
- Gridiron Partners, LLC$2M
- IMC-Chicago, LLC$2M
- Quantinno Capital Management LP$2M
- NewEdge Advisors, LLC$1M
Full exits 8
- COHEN & STEERS, INC.$13M
- Janney Montgomery Scott LLC$5M
- U.S. Capital Wealth Advisors, LLC$3M
- Illumine Investment Management, LLC$3M
- Cambridge Investment Research Advisors, Inc.$2M
- WEDBUSH SECURITIES INC$2M
Largest adds
- Kera Capital Partners, Inc.$19M
- RIVERNORTH CAPITAL MANAGEMENT, LLC$8M
- Arax Advisory Partners$4M
- Thomas J. Herzfeld Advisors, Inc.$3M
- Cetera Investment Advisers$3M
- ROYAL BANK OF CANADA$3M
Largest trims
- MORGAN STANLEY$15M
- AMERIPRISE FINANCIAL INC$2M
- Logan Stone Capital, LLC$1M
- XTX Topco Ltd$1M
- VERUS CAPITAL PARTNERS, LLC$1M
- TRUIST FINANCIAL CORP$1M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY trimmed | 6,845,822 | $75M | 14.9% | 2026-Q2 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC added | 2,666,430 | $29M | 5.8% | 2026-Q2 |
| Estate Planners Group, LLC added | 2,464,791 | $27M | 5.4% | 2026-Q2 |
| LPL Financial LLC trimmed | 2,448,496 | $27M | 5.3% | 2026-Q2 |
| VERUS CAPITAL PARTNERS, LLC trimmed | 2,402,001 | $26M | 5.2% | 2026-Q2 |
| UBS Group AG added | 2,071,032 | $23M | 4.5% | 2026-Q2 |
| Kera Capital Partners, Inc. added | 1,787,381 | $20M | 3.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,734,753 | $19M | 3.8% | 2026-Q2 |
| Invesco Ltd. added | 1,568,820 | $17M | 3.4% | 2026-Q2 |
| Cetera Investment Advisers added | 1,562,805 | $17M | 3.4% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 1,455,400 | $16M | 3.2% | 2026-Q2 |
| Thomas J. Herzfeld Advisors, Inc. added | 1,336,680 | $15M | 2.9% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 1,335,061 | $15M | 2.9% | 2026-Q2 |
| Logan Stone Capital, LLC trimmed | 1,204,833 | $13M | 2.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 955,315 | $10M | 2.1% | 2026-Q2 |
| CreativeOne Wealth, LLC added | 948,818 | $10M | 2.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 936,545 | $10M | 2.0% | 2026-Q2 |
| Secure Asset Management, LLC added | 631,456 | $7M | 1.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 627,834 | $7M | 1.4% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 554,462 | $6M | 1.2% | 2026-Q2 |
| PETRA FINANCIAL ADVISORS INC added | 476,910 | $5M | 1.0% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 476,318 | $5M | 1.0% | 2026-Q2 |
| Advisory Solutions Group, LLC new | 472,129 | $5M | 1.0% | 2026-Q2 |
| Arax Advisory Partners added | 328,860 | $4M | 0.7% | 2026-Q2 |
| Retirement Planning Group, LLC added | 328,435 | $4M | 0.7% | 2026-Q2 |
| Harpswell Capital Advisors, LLC trimmed | 304,093 | $3M | 0.7% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. added | 298,689 | $3M | 0.6% | 2026-Q2 |
| Baird Financial Group, Inc. added | 269,991 | $3M | 0.6% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 260,787 | $3M | 0.6% | 2026-Q2 |
| Private Advisor Group, LLC added | 253,258 | $3M | 0.6% | 2026-Q2 |
| AE Wealth Management LLC added | 252,886 | $3M | 0.5% | 2026-Q2 |
| Integrity Advisory Solutions, LLC new | 252,389 | $3M | 0.5% | 2026-Q2 |
| Richmond Brothers, Inc. trimmed | 247,151 | $3M | 0.5% | 2026-Q2 |
| Gridiron Partners, LLC added | 226,477 | $2M | 0.5% | 2026-Q2 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC added | 225,080 | $2M | 0.5% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. trimmed | 224,433 | $2M | 0.5% | 2026-Q2 |
| ELEVATION POINT WEALTH PARTNERS, LLC added | 224,433 | $2M | 0.5% | 2026-Q2 |
| BlackRock, Inc. | 221,191 | $2M | 0.5% | 2026-Q2 |
| IMC-Chicago, LLC new | 217,872 | $2M | 0.5% | 2026-Q2 |
| Marks Group Wealth Management, Inc | 190,195 | $2M | 0.4% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC added | 182,722 | $2M | 0.4% | 2026-Q2 |
| XTX Topco Ltd trimmed | 176,409 | $2M | 0.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 166,928 | $2M | 0.4% | 2026-Q2 |
| Quantinno Capital Management LP added | 166,360 | $2M | 0.4% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 164,030 | $2M | 0.4% | 2026-Q2 |
| Significant Wealth Partners LLC added | 160,924 | $2M | 0.3% | 2026-Q2 |
| Tennessee Valley Asset Management Partners trimmed | 158,023 | $2M | 0.3% | 2026-Q2 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC added | 145,296 | $2M | 0.3% | 2026-Q2 |
| Keating Financial Advisory Services, Inc. added | 140,503 | $2M | 0.3% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 140,260 | $2M | 0.3% | 2026-Q2 |
| Smith Asset Management Co., LLC added | 140,005 | $2M | 0.3% | 2026-Q2 |
| NewEdge Advisors, LLC added | 130,868 | $1M | 0.3% | 2026-Q2 |
| Ausdal Financial Partners, Inc. added | 126,215 | $1M | 0.3% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 118,698 | $1M | 0.3% | 2026-Q2 |
| Founders Financial Alliance, LLC trimmed | 117,396 | $1M | 0.3% | 2026-Q2 |
| PMG Family Office LLC added | 112,594 | $1M | 0.2% | 2026-Q2 |
| Mutual Advisors, LLC added | 108,650 | $1M | 0.2% | 2026-Q2 |
| Dynamic Advisor Solutions LLC added | 108,583 | $1M | 0.2% | 2026-Q2 |
| Z3 Capital Partners, LLC trimmed | 101,711 | $1M | 0.2% | 2026-Q2 |
| CHOREO, LLC added | 87,805 | $959K | 0.2% | 2026-Q2 |
| Kovack Advisors, Inc. added | 81,351 | $888K | 0.2% | 2026-Q2 |
| IFG Advisory, LLC trimmed | 76,653 | $837K | 0.2% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. trimmed | 72,180 | $788K | 0.2% | 2026-Q2 |
| Focus Financial Network, Inc. added | 70,645 | $771K | 0.2% | 2026-Q2 |
| UMB Bank, n.a. | 70,038 | $765K | 0.2% | 2026-Q2 |
| Sigma Planning Corp added | 69,622 | $760K | 0.2% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 69,404 | $758K | 0.2% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC trimmed | 66,842 | $730K | 0.1% | 2026-Q2 |
| PFG Investments, LLC trimmed | 63,255 | $691K | 0.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 60,971 | $666K | 0.1% | 2026-Q2 |
| Almanack Investment Partners, LLC. added | 57,683 | $630K | 0.1% | 2026-Q2 |
| Geneos Wealth Management Inc. trimmed | 57,582 | $629K | 0.1% | 2026-Q2 |
| Mallini Complete Financial Planning LLC added | 55,467 | $606K | 0.1% | 2026-Q2 |
| Western Wealth Management, LLC trimmed | 55,122 | $602K | 0.1% | 2026-Q2 |
| StoneX Group Inc. new | 54,497 | $595K | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 51,819 | $566K | 0.1% | 2026-Q2 |
| Parisi Gray Wealth Management | 51,004 | $557K | 0.1% | 2026-Q2 |
| PRIVATE TRUST CO NA added | 50,563 | $552K | 0.1% | 2026-Q2 |
| Turner Financial Group, Inc. new | 50,317 | $549K | 0.1% | 2026-Q2 |
| Strategic Financial Concepts, LLC trimmed | 49,936 | $545K | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. added | 47,153 | $515K | 0.1% | 2026-Q2 |
| Fiduciary Alliance LLC added | 46,097 | $503K | 0.1% | 2026-Q2 |
| Sovran Advisors, LLC trimmed | 44,923 | $469K | 0.1% | 2026-Q2 |
| New England Private Wealth Advisors LLC | 43,327 | $454K | 0.1% | 2026-Q2 |
| Capital CS Group, LLC added | 42,445 | $464K | 0.1% | 2026-Q2 |
| Discipline Wealth Solutions, LLC added | 41,322 | $451K | 0.1% | 2026-Q2 |
| OPPENHEIMER & CO INC trimmed | 38,268 | $418K | 0.1% | 2026-Q2 |
| Jacobi Capital Management LLC trimmed | 36,697 | $401K | 0.1% | 2026-Q2 |
| Clear Creek Financial Management, LLC new | 36,457 | $398K | 0.1% | 2026-Q2 |
| Apollon Wealth Management, LLC added | 34,375 | $375K | 0.1% | 2026-Q2 |
| Mariner, LLC trimmed | 32,294 | $353K | 0.1% | 2026-Q2 |
| Bank of New York Mellon Corp | 31,507 | $344K | 0.1% | 2026-Q2 |
| GLENMEDE TRUST CO NA new | 31,451 | $343K | 0.1% | 2026-Q2 |
| NOMURA HOLDINGS INC added | 31,326 | $342K | 0.1% | 2026-Q2 |
| DAVENPORT & Co LLC | 29,474 | $322K | 0.1% | 2026-Q2 |
| Perennial Investment Advisors, LLC added | 28,546 | $312K | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 27,959 | $305K | 0.1% | 2026-Q2 |
| Disciplined Investments, LLC added | 27,956 | $305K | 0.1% | 2026-Q2 |
| Compound Planning, Inc. | 27,591 | $301K | 0.1% | 2026-Q2 |
| Merit Financial Group, LLC trimmed | 27,528 | $301K | 0.1% | 2026-Q2 |
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.