Who owns 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-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
61 tracked funds added or opened GTO while 31 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
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 0.1% of theirs — a 0.1pp 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 2026-Q1 and 2026-Q2, across 197 tracked filers holding GTO, 114 increased or opened the position and 85 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 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
- Commonwealth Financial Services, LLC$32M
- AXXCESS WEALTH MANAGEMENT, LLC$8M
- CITADEL ADVISORS LLC$4M
- GOLDMAN SACHS GROUP INC$3M
- J.W. COLE ADVISORS, INC.$3M
- Kingsview Wealth Management, LLC$2M
Full exits 13
- CWM, LLC$84M
- JOURNEY STRATEGIC WEALTH LLC$18M
- HighTower Advisors, LLC$15M
- INTEGRITY WEALTH ADVISORS, INC.$9M
- USAdvisors Wealth Management, LLC$6M
- Colonial River Investments, LLC$4M
Largest adds
- BANK OF AMERICA CORP /DE/$59M
- LPL Financial LLC$29M
- Northwest Financial Advisors$21M
- ENVESTNET ASSET MANAGEMENT INC$19M
- JONES FINANCIAL COMPANIES LLLP$15M
- IFG Advisory, LLC$13M
Largest trims
- Independent Advisor Alliance$27M
- JANE STREET GROUP, LLC$8M
- Richmond Investment Services, LLC$8M
- Signal Advisors Wealth, LLC$3M
- Avid Wealth Partners LLC$2M
- JPMORGAN CHASE & CO$2M
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 |
|---|---|---|---|---|
| LPL Financial LLC added | 5,430,827 | $255M | 13.0% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 5,060,480 | $237M | 12.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 3,690,727 | $173M | 8.8% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 2,841,584 | $133M | 6.8% | 2026-Q2 |
| Invesco Ltd. added | 1,889,850 | $89M | 4.5% | 2026-Q2 |
| MORGAN STANLEY added | 1,700,539 | $80M | 4.1% | 2026-Q2 |
| Private Advisor Group, LLC added | 1,420,756 | $67M | 3.4% | 2026-Q2 |
| Bank of New York Mellon Corp added | 1,332,787 | $62M | 3.2% | 2026-Q2 |
| Brio Consultants, LLC added | 1,250,499 | $59M | 3.0% | 2026-Q2 |
| RTD Financial Advisors, Inc. added | 866,849 | $41M | 2.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 804,528 | $38M | 1.9% | 2026-Q2 |
| HOWARD FINANCIAL SERVICES, LTD. added | 799,598 | $37M | 1.9% | 2026-Q2 |
| Dynamic Advisor Solutions LLC added | 700,663 | $33M | 1.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 698,589 | $33M | 1.7% | 2026-Q2 |
| Commonwealth Financial Services, LLC new | 675,575 | $32M | 1.6% | 2026-Q2 |
| Cetera Investment Advisers added | 645,855 | $30M | 1.5% | 2026-Q2 |
| Northwest Financial Advisors added | 531,961 | $25M | 1.3% | 2026-Q2 |
| Petix & Botte Co added | 510,124 | $24M | 1.2% | 2026-Q2 |
| Brookstone Capital Management trimmed | 508,289 | $24M | 1.2% | 2026-Q2 |
| American Capital Advisory, LLC added | 429,003 | $20M | 1.0% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 373,361 | $17M | 0.9% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 357,563 | $17M | 0.9% | 2026-Q2 |
| KWB Wealth added | 352,169 | $17M | 0.8% | 2026-Q2 |
| KMG FIDUCIARY PARTNERS, LLC trimmed | 348,756 | $16M | 0.8% | 2026-Q2 |
| Rooted Wealth Advisors, Inc. added | 323,263 | $15M | 0.8% | 2026-Q2 |
| World Investment Advisors trimmed | 305,776 | $14M | 0.7% | 2026-Q2 |
| Stewardship Advisors, LLC added | 304,688 | $14M | 0.7% | 2026-Q2 |
| Focus Financial Network, Inc. added | 294,261 | $14M | 0.7% | 2026-Q2 |
| ACIMA PRIVATE WEALTH, LLC added | 290,933 | $14M | 0.7% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. trimmed | 282,743 | $13M | 0.7% | 2026-Q2 |
| IFG Advisory, LLC added | 279,531 | $13M | 0.7% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 271,276 | $13M | 0.6% | 2026-Q2 |
| VERUS CAPITAL PARTNERS, LLC added | 266,113 | $12M | 0.6% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 255,098 | $12M | 0.6% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 252,255 | $12M | 0.6% | 2026-Q2 |
| NewEdge Advisors, LLC added | 241,027 | $11M | 0.6% | 2026-Q2 |
| Asset Allocation Strategies LLC added | 233,199 | $11M | 0.6% | 2026-Q2 |
| ASHTON THOMAS SECURITIES, LLC added | 217,763 | $10M | 0.5% | 2026-Q2 |
| Cooper Financial Group added | 199,851 | $9M | 0.5% | 2026-Q2 |
| BEACON FINANCIAL PLANNING, INC trimmed | 192,081 | $9M | 0.5% | 2026-Q2 |
| Richmond Investment Services, LLC trimmed | 187,970 | $9M | 0.4% | 2026-Q2 |
| Regal Investment Advisors LLC added | 181,605 | $9M | 0.4% | 2026-Q2 |
| IHT Wealth Management, LLC added | 170,759 | $8M | 0.4% | 2026-Q2 |
| Atlas Legacy Advisors, LLC added | 169,600 | $8M | 0.4% | 2026-Q2 |
| BOS Asset Management, LLC added | 162,897 | $8M | 0.4% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC trimmed | 161,241 | $8M | 0.4% | 2026-Q2 |
| Curry Webb Wealth Management LLC added | 156,630 | $7M | 0.4% | 2026-Q2 |
| Baird Financial Group, Inc. added | 146,948 | $7M | 0.4% | 2026-Q2 |
| Total Clarity Wealth Management, Inc. added | 141,260 | $7M | 0.3% | 2026-Q2 |
| Tennessee Valley Asset Management Partners added | 136,325 | $6M | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 135,707 | $6M | 0.3% | 2026-Q2 |
| Daner Wealth Management, LLC added | 133,964 | $6M | 0.3% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 124,092 | $6M | 0.3% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 116,593 | $5M | 0.3% | 2026-Q2 |
| CHANNEL WEALTH LLC added | 110,640 | $5M | 0.3% | 2026-Q2 |
| Gladstone Institutional Advisory LLC added | 105,320 | $5M | 0.3% | 2026-Q2 |
| Insight Wealth Partners, LLC trimmed | 104,378 | $5M | 0.2% | 2026-Q2 |
| IFP Advisors, Inc added | 101,693 | $5M | 0.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 99,776 | $5M | 0.2% | 2026-Q2 |
| Fjell Capital, LLC added | 99,685 | $5M | 0.2% | 2026-Q2 |
| Simplicity Wealth,LLC added | 89,891 | $4M | 0.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 84,987 | $4M | 0.2% | 2026-Q2 |
| &PARTNERS added | 82,024 | $4M | 0.2% | 2026-Q2 |
| Mechanics Bank Trust Department trimmed | 78,613 | $4M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 76,353 | $4M | 0.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 59,070 | $3M | 0.1% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 56,165 | $3M | 0.1% | 2026-Q2 |
| Tidemark, LLC trimmed | 55,320 | $3M | 0.1% | 2026-Q2 |
| Arkadios Wealth Advisors added | 54,902 | $3M | 0.1% | 2026-Q2 |
| Kingsview Wealth Management, LLC new | 51,816 | $2M | 0.1% | 2026-Q2 |
| PFG Advisors trimmed | 50,041 | $2M | 0.1% | 2026-Q2 |
| Cerity Partners LLC trimmed | 48,526 | $2M | 0.1% | 2026-Q2 |
| Diversify Advisory Services, LLC trimmed | 47,922 | $2M | 0.1% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC trimmed | 47,922 | $2M | 0.1% | 2026-Q2 |
| Destiny Capital Corp/CO trimmed | 45,640 | $2M | 0.1% | 2026-Q2 |
| First Command Advisory Services, Inc. new | 43,871 | $2M | 0.1% | 2026-Q2 |
| FLAGSHIP HARBOR ADVISORS, LLC added | 41,655 | $2M | 0.1% | 2026-Q2 |
| VestGen Advisors, LLC trimmed | 41,597 | $2M | 0.1% | 2026-Q2 |
| MPWM ADVISORY SOLUTIONS, LLC added | 40,546 | $2M | 0.1% | 2026-Q2 |
| Orion Porfolio Solutions, LLC added | 37,696 | $2M | 0.1% | 2026-Q2 |
| PAX Financial Group, LLC added | 35,698 | $2M | 0.1% | 2026-Q2 |
| Sequent Planning LLC added | 31,281 | $1M | 0.1% | 2026-Q2 |
| Treasure Coast Financial Planning trimmed | 29,813 | $1M | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 28,783 | $1M | 0.1% | 2026-Q2 |
| Independent Advisor Alliance trimmed | 28,699 | $1M | 0.1% | 2026-Q2 |
| Retirement Planning Group, LLC trimmed | 27,573 | $1M | 0.1% | 2026-Q2 |
| MONEY CONCEPTS CAPITAL CORP trimmed | 27,550 | $1M | 0.1% | 2026-Q2 |
| SILVER OAK SECURITIES, INCORPORATED trimmed | 27,278 | $1M | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 26,831 | $1M | 0.1% | 2026-Q2 |
| PACIFIC FINANCIAL GROUP INC new | 25,559 | $1M | 0.1% | 2026-Q2 |
| Aspire Capital Advisors LLC added | 25,475 | $1M | 0.1% | 2026-Q2 |
| Claro Advisors Inc. new | 23,688 | $1M | 0.1% | 2026-Q2 |
| LANDMARK WEALTH MANAGEMENT, INC. trimmed | 22,352 | $1M | 0.1% | 2026-Q2 |
| Avid Wealth Partners LLC trimmed | 22,198 | $1M | 0.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 21,717 | $1M | 0.1% | 2026-Q2 |
| Lido Advisors, LLC trimmed | 21,003 | $984K | 0.1% | 2026-Q2 |
| HUB Investment Partners, LLC trimmed | 20,321 | $952K | 0.0% | 2026-Q2 |
| Signal Advisors Wealth, LLC trimmed | 19,530 | $915K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 19,315 | $905K | 0.0% | 2026-Q2 |
| Vista Cima Wealth Management LLC added | 17,785 | $834K | 0.0% | 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.