Who owns GTO (GTO)
Which tracked institutional funds hold GTO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See GTO 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.
How the tape is positioned
50 tracked funds added or opened GTO while 33 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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
GTO’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.3% of theirs — a 0.2pp gap the other way — the median holder sizes GTO more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in GTO 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 200 tracked filers holding GTO, 111 increased or opened the position and 89 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 GTO 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 9
- JANE STREET GROUP, LLC$9M
- Tennessee Valley Asset Management Partners$6M
- SOL Capital Management CO$3M
- DIVERSIFY WEALTH MANAGEMENT, LLC$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- MPWM ADVISORY SOLUTIONS, LLC$2M
Full exits 7
- AXXCESS WEALTH MANAGEMENT, LLC$21M
- Wilian Securities, LLC$6M
- GOLDMAN SACHS GROUP INC$3M
- Diversify Advisory Services, LLC$2M
- J.W. COLE ADVISORS, INC.$2M
- Hilltop Holdings Inc.$1M
Largest adds
- BANK OF AMERICA CORP /DE/$125M
- Independent Advisor Alliance$28M
- HighTower Advisors, LLC$13M
- ENVESTNET ASSET MANAGEMENT INC$12M
- LPL Financial LLC$11M
- JONES FINANCIAL COMPANIES LLLP$8M
Largest trims
- Invesco Ltd.$110M
- CWM, LLC$14M
- IFG Advisory, LLC$11M
- Petix & Botte Co$10M
- PFG Advisors$6M
- MORGAN STANLEY$6M
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 |
|---|---|---|---|---|
| LPL Financial LLC added | 4,825,157 | $226M | 12.0% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 3,812,087 | $179M | 9.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 3,286,444 | $154M | 8.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 2,662,221 | $125M | 6.6% | 2026-Q1 |
| Invesco Ltd. trimmed | 1,888,213 | $88M | 4.7% | 2026-Q1 |
| CWM, LLC trimmed | 1,786,634 | $84M | 4.4% | 2026-Q1 |
| MORGAN STANLEY trimmed | 1,620,740 | $76M | 4.0% | 2026-Q1 |
| Bank of New York Mellon Corp added | 1,331,112 | $62M | 3.3% | 2026-Q1 |
| Private Advisor Group, LLC added | 1,265,076 | $59M | 3.1% | 2026-Q1 |
| Brio Consultants, LLC added | 1,193,943 | $56M | 3.0% | 2026-Q1 |
| RTD Financial Advisors, Inc. added | 839,094 | $39M | 2.1% | 2026-Q1 |
| HOWARD FINANCIAL SERVICES, LTD. added | 768,519 | $36M | 1.9% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 679,154 | $32M | 1.7% | 2026-Q1 |
| Dynamic Advisor Solutions LLC added | 616,515 | $29M | 1.5% | 2026-Q1 |
| Independent Advisor Alliance added | 613,523 | $29M | 1.5% | 2026-Q1 |
| Cetera Investment Advisers added | 553,657 | $26M | 1.4% | 2026-Q1 |
| Brookstone Capital Management trimmed | 508,545 | $24M | 1.3% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 482,051 | $22M | 1.2% | 2026-Q1 |
| American Capital Advisory, LLC added | 392,050 | $18M | 1.0% | 2026-Q1 |
| JOURNEY STRATEGIC WEALTH LLC added | 380,778 | $18M | 0.9% | 2026-Q1 |
| KMG FIDUCIARY PARTNERS, LLC added | 378,854 | $18M | 0.9% | 2026-Q1 |
| Richmond Investment Services, LLC added | 359,478 | $17M | 0.9% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 343,781 | $16M | 0.9% | 2026-Q1 |
| HighTower Advisors, LLC added | 314,337 | $15M | 0.8% | 2026-Q1 |
| World Investment Advisors added | 306,158 | $14M | 0.8% | 2026-Q1 |
| Rooted Wealth Advisors, Inc. added | 291,422 | $14M | 0.7% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 285,809 | $13M | 0.7% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. added | 285,055 | $13M | 0.7% | 2026-Q1 |
| ACIMA PRIVATE WEALTH, LLC added | 278,841 | $13M | 0.7% | 2026-Q1 |
| Focus Financial Network, Inc. trimmed | 272,616 | $13M | 0.7% | 2026-Q1 |
| VERUS CAPITAL PARTNERS, LLC trimmed | 259,986 | $12M | 0.6% | 2026-Q1 |
| KWB Wealth trimmed | 250,037 | $12M | 0.6% | 2026-Q1 |
| Petix & Botte Co trimmed | 244,868 | $11M | 0.6% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. trimmed | 237,368 | $11M | 0.6% | 2026-Q1 |
| BEACON FINANCIAL PLANNING, INC added | 207,784 | $10M | 0.5% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 198,267 | $9M | 0.5% | 2026-Q1 |
| Cooper Financial Group added | 196,095 | $9M | 0.5% | 2026-Q1 |
| NewEdge Advisors, LLC trimmed | 43,123 | $9M | 0.5% | 2026-Q1 |
| INTEGRITY WEALTH ADVISORS, INC. added | 183,966 | $9M | 0.5% | 2026-Q1 |
| Stewardship Advisors, LLC trimmed | 176,005 | $8M | 0.4% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 171,338 | $8M | 0.4% | 2026-Q1 |
| Regal Investment Advisors LLC added | 170,782 | $8M | 0.4% | 2026-Q1 |
| Atlas Legacy Advisors, LLC added | 164,321 | $8M | 0.4% | 2026-Q1 |
| BOS Asset Management, LLC added | 154,681 | $7M | 0.4% | 2026-Q1 |
| Asset Allocation Strategies LLC added | 153,183 | $7M | 0.4% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 145,351 | $7M | 0.4% | 2026-Q1 |
| IHT Wealth Management, LLC added | 143,115 | $7M | 0.4% | 2026-Q1 |
| Insight Wealth Partners, LLC added | 141,670 | $7M | 0.4% | 2026-Q1 |
| ASHTON THOMAS SECURITIES, LLC trimmed | 132,475 | $6M | 0.3% | 2026-Q1 |
| Daner Wealth Management, LLC added | 131,991 | $6M | 0.3% | 2026-Q1 |
| USAdvisors Wealth Management, LLC added | 130,196 | $6M | 0.3% | 2026-Q1 |
| Tennessee Valley Asset Management Partners new | 129,560 | $6M | 0.3% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 114,672 | $5M | 0.3% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 112,614 | $5M | 0.3% | 2026-Q1 |
| CHANNEL WEALTH LLC added | 110,170 | $5M | 0.3% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 106,194 | $5M | 0.3% | 2026-Q1 |
| Fjell Capital, LLC added | 99,500 | $5M | 0.2% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 95,332 | $4M | 0.2% | 2026-Q1 |
| Gladstone Institutional Advisory LLC added | 92,574 | $4M | 0.2% | 2026-Q1 |
| Baird Financial Group, Inc. added | 90,642 | $4M | 0.2% | 2026-Q1 |
| Total Clarity Wealth Management, Inc. trimmed | 89,765 | $4M | 0.2% | 2026-Q1 |
| Signal Advisors Wealth, LLC trimmed | 85,243 | $4M | 0.2% | 2026-Q1 |
| IFP Advisors, Inc added | 84,592 | $4M | 0.2% | 2026-Q1 |
| Mechanics Bank Trust Department added | 80,847 | $4M | 0.2% | 2026-Q1 |
| Colonial River Investments, LLC trimmed | 77,834 | $4M | 0.2% | 2026-Q1 |
| Northwest Financial Advisors added | 77,457 | $4M | 0.2% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 70,091 | $3M | 0.2% | 2026-Q1 |
| Avid Wealth Partners LLC added | 68,366 | $3M | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 65,226 | $3M | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 63,961 | $3M | 0.2% | 2026-Q1 |
| PFG Advisors trimmed | 61,014 | $3M | 0.2% | 2026-Q1 |
| Tidemark, LLC trimmed | 58,952 | $3M | 0.1% | 2026-Q1 |
| Cerity Partners LLC added | 57,622 | $3M | 0.1% | 2026-Q1 |
| SOL Capital Management CO new | 56,217 | $3M | 0.1% | 2026-Q1 |
| DIVERSIFY WEALTH MANAGEMENT, LLC new | 51,522 | $2M | 0.1% | 2026-Q1 |
| Destiny Capital Corp/CO trimmed | 45,854 | $2M | 0.1% | 2026-Q1 |
| Simplicity Wealth,LLC trimmed | 45,810 | $2M | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 44,663 | $2M | 0.1% | 2026-Q1 |
| VestGen Advisors, LLC trimmed | 44,553 | $2M | 0.1% | 2026-Q1 |
| FLAGSHIP HARBOR ADVISORS, LLC added | 39,530 | $2M | 0.1% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC trimmed | 35,880 | $2M | 0.1% | 2026-Q1 |
| MPWM ADVISORY SOLUTIONS, LLC new | 35,247 | $2M | 0.1% | 2026-Q1 |
| Clearstead Advisors, LLC added | 32,360 | $2M | 0.1% | 2026-Q1 |
| SILVER OAK SECURITIES, INCORPORATED added | 32,328 | $2M | 0.1% | 2026-Q1 |
| Treasure Coast Financial Planning trimmed | 32,194 | $2M | 0.1% | 2026-Q1 |
| Retirement Planning Group, LLC | 31,537 | $1M | 0.1% | 2026-Q1 |
| AXXCESS WEALTH MANAGEMENT, LLC added | 449,070 | $21M | 1.1% | 2025-Q4 stale |
| Good Life Advisors, LLC added | 260,620 | $12M | 0.6% | 2025-Q2 stale |
| Wilian Securities, LLC new | 123,697 | $6M | 0.3% | 2025-Q4 stale |
| CITADEL ADVISORS LLC added | 111,964 | $5M | 0.3% | 2025-Q3 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 96,902 | $5M | 0.2% | 2025-Q2 stale |
| Sandbox Financial Partners, LLC added | 80,049 | $4M | 0.2% | 2025-Q3 stale |
| Scarborough Advisors, LLC trimmed | 63,313 | $3M | 0.2% | 2025-Q2 stale |
| Marcum Wealth, LLC added | 57,117 | $3M | 0.1% | 2025-Q1 stale |
| Cook Wealth, LLC added | 56,217 | $3M | 0.1% | 2025-Q1 stale |
| GOLDMAN SACHS GROUP INC added | 53,225 | $3M | 0.1% | 2025-Q4 stale |
| Diversify Advisory Services, LLC new | 48,994 | $2M | 0.1% | 2025-Q4 stale |
| J.W. COLE ADVISORS, INC. added | 41,905 | $2M | 0.1% | 2025-Q4 stale |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 38,695 | $2M | 0.1% | 2025-Q3 stale |
| Orion Portfolio Solutions, LLC added | 33,228 | $2M | 0.1% | 2025-Q1 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.
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.