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Institutional Ownership · SEC Form 13F

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.

200
Institutional holders
39,656,623
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
LPL Financial LLC added4,825,157$226M12.0%2026-Q1
BANK OF AMERICA CORP /DE/ added3,812,087$179M9.4%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added3,286,444$154M8.1%2026-Q1
OSAIC HOLDINGS, INC. trimmed2,662,221$125M6.6%2026-Q1
Invesco Ltd. trimmed1,888,213$88M4.7%2026-Q1
CWM, LLC trimmed1,786,634$84M4.4%2026-Q1
MORGAN STANLEY trimmed1,620,740$76M4.0%2026-Q1
Bank of New York Mellon Corp added1,331,112$62M3.3%2026-Q1
Private Advisor Group, LLC added1,265,076$59M3.1%2026-Q1
Brio Consultants, LLC added1,193,943$56M3.0%2026-Q1
RTD Financial Advisors, Inc. added839,094$39M2.1%2026-Q1
HOWARD FINANCIAL SERVICES, LTD. added768,519$36M1.9%2026-Q1
RAYMOND JAMES FINANCIAL INC added679,154$32M1.7%2026-Q1
Dynamic Advisor Solutions LLC added616,515$29M1.5%2026-Q1
Independent Advisor Alliance added613,523$29M1.5%2026-Q1
Cetera Investment Advisers added553,657$26M1.4%2026-Q1
Brookstone Capital Management trimmed508,545$24M1.3%2026-Q1
JONES FINANCIAL COMPANIES LLLP added482,051$22M1.2%2026-Q1
American Capital Advisory, LLC added392,050$18M1.0%2026-Q1
JOURNEY STRATEGIC WEALTH LLC added380,778$18M0.9%2026-Q1
KMG FIDUCIARY PARTNERS, LLC added378,854$18M0.9%2026-Q1
Richmond Investment Services, LLC added359,478$17M0.9%2026-Q1
WELLS FARGO & COMPANY/MN added343,781$16M0.9%2026-Q1
HighTower Advisors, LLC added314,337$15M0.8%2026-Q1
World Investment Advisors added306,158$14M0.8%2026-Q1
Rooted Wealth Advisors, Inc. added291,422$14M0.7%2026-Q1
MML INVESTORS SERVICES, LLC added285,809$13M0.7%2026-Q1
Vestmark Advisory Solutions, Inc. added285,055$13M0.7%2026-Q1
ACIMA PRIVATE WEALTH, LLC added278,841$13M0.7%2026-Q1
Focus Financial Network, Inc. trimmed272,616$13M0.7%2026-Q1
VERUS CAPITAL PARTNERS, LLC trimmed259,986$12M0.6%2026-Q1
KWB Wealth trimmed250,037$12M0.6%2026-Q1
Petix & Botte Co trimmed244,868$11M0.6%2026-Q1
Envestnet Portfolio Solutions, Inc. trimmed237,368$11M0.6%2026-Q1
BEACON FINANCIAL PLANNING, INC added207,784$10M0.5%2026-Q1
JANE STREET GROUP, LLC added198,267$9M0.5%2026-Q1
Cooper Financial Group added196,095$9M0.5%2026-Q1
NewEdge Advisors, LLC trimmed43,123$9M0.5%2026-Q1
INTEGRITY WEALTH ADVISORS, INC. added183,966$9M0.5%2026-Q1
Stewardship Advisors, LLC trimmed176,005$8M0.4%2026-Q1
Concurrent Investment Advisors, LLC added171,338$8M0.4%2026-Q1
Regal Investment Advisors LLC added170,782$8M0.4%2026-Q1
Atlas Legacy Advisors, LLC added164,321$8M0.4%2026-Q1
BOS Asset Management, LLC added154,681$7M0.4%2026-Q1
Asset Allocation Strategies LLC added153,183$7M0.4%2026-Q1
ROYAL BANK OF CANADA added145,351$7M0.4%2026-Q1
IHT Wealth Management, LLC added143,115$7M0.4%2026-Q1
Insight Wealth Partners, LLC added141,670$7M0.4%2026-Q1
ASHTON THOMAS SECURITIES, LLC trimmed132,475$6M0.3%2026-Q1
Daner Wealth Management, LLC added131,991$6M0.3%2026-Q1
USAdvisors Wealth Management, LLC added130,196$6M0.3%2026-Q1
Tennessee Valley Asset Management Partners new129,560$6M0.3%2026-Q1
CAPTRUST FINANCIAL ADVISORS added114,672$5M0.3%2026-Q1
Integrated Wealth Concepts LLC added112,614$5M0.3%2026-Q1
CHANNEL WEALTH LLC added110,170$5M0.3%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed106,194$5M0.3%2026-Q1
Fjell Capital, LLC added99,500$5M0.2%2026-Q1
AQR CAPITAL MANAGEMENT LLC added95,332$4M0.2%2026-Q1
Gladstone Institutional Advisory LLC added92,574$4M0.2%2026-Q1
Baird Financial Group, Inc. added90,642$4M0.2%2026-Q1
Total Clarity Wealth Management, Inc. trimmed89,765$4M0.2%2026-Q1
Signal Advisors Wealth, LLC trimmed85,243$4M0.2%2026-Q1
IFP Advisors, Inc added84,592$4M0.2%2026-Q1
Mechanics Bank Trust Department added80,847$4M0.2%2026-Q1
Colonial River Investments, LLC trimmed77,834$4M0.2%2026-Q1
Northwest Financial Advisors added77,457$4M0.2%2026-Q1
JPMORGAN CHASE & CO added70,091$3M0.2%2026-Q1
Avid Wealth Partners LLC added68,366$3M0.2%2026-Q1
Cambridge Investment Research Advisors, Inc. added65,226$3M0.2%2026-Q1
Kestra Advisory Services, LLC added63,961$3M0.2%2026-Q1
PFG Advisors trimmed61,014$3M0.2%2026-Q1
Tidemark, LLC trimmed58,952$3M0.1%2026-Q1
Cerity Partners LLC added57,622$3M0.1%2026-Q1
SOL Capital Management CO new56,217$3M0.1%2026-Q1
DIVERSIFY WEALTH MANAGEMENT, LLC new51,522$2M0.1%2026-Q1
Destiny Capital Corp/CO trimmed45,854$2M0.1%2026-Q1
Simplicity Wealth,LLC trimmed45,810$2M0.1%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed44,663$2M0.1%2026-Q1
VestGen Advisors, LLC trimmed44,553$2M0.1%2026-Q1
FLAGSHIP HARBOR ADVISORS, LLC added39,530$2M0.1%2026-Q1
PARK AVENUE SECURITIES LLC trimmed35,880$2M0.1%2026-Q1
MPWM ADVISORY SOLUTIONS, LLC new35,247$2M0.1%2026-Q1
Clearstead Advisors, LLC added32,360$2M0.1%2026-Q1
SILVER OAK SECURITIES, INCORPORATED added32,328$2M0.1%2026-Q1
Treasure Coast Financial Planning trimmed32,194$2M0.1%2026-Q1
Retirement Planning Group, LLC31,537$1M0.1%2026-Q1
AXXCESS WEALTH MANAGEMENT, LLC added449,070$21M1.1%2025-Q4 stale
Good Life Advisors, LLC added260,620$12M0.6%2025-Q2 stale
Wilian Securities, LLC new123,697$6M0.3%2025-Q4 stale
CITADEL ADVISORS LLC added111,964$5M0.3%2025-Q3 stale
AVANTAX ADVISORY SERVICES, INC. added96,902$5M0.2%2025-Q2 stale
Sandbox Financial Partners, LLC added80,049$4M0.2%2025-Q3 stale
Scarborough Advisors, LLC trimmed63,313$3M0.2%2025-Q2 stale
Marcum Wealth, LLC added57,117$3M0.1%2025-Q1 stale
Cook Wealth, LLC added56,217$3M0.1%2025-Q1 stale
GOLDMAN SACHS GROUP INC added53,225$3M0.1%2025-Q4 stale
Diversify Advisory Services, LLC new48,994$2M0.1%2025-Q4 stale
J.W. COLE ADVISORS, INC. added41,905$2M0.1%2025-Q4 stale
RENAISSANCE TECHNOLOGIES LLC trimmed38,695$2M0.1%2025-Q3 stale
Orion Portfolio Solutions, LLC added33,228$2M0.1%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.

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