Among active 13F managers last quarter, 8 opened and 5 added, while 5 reduced; the largest holder to move was Goldstone Financial Group, LLC (+117%).
66 tracked 13F filers disclose a position in GLOF as of the latest SEC 13F filings, a combined $105.2M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Goldstone Financial Group, LLC | 339K | $19.9M | ▲+117% Added · +182K sh | Q2 2026 | |
| 2 | JPMorgan Chase & Co | 261K | $13.2M | ▼−3.9% Reduced · −11K sh | Q1 2026 | |
| 3 | Waverly Advisors, LLC | 237K | $14.0M | ▼−8.0% Reduced · −21K sh | Q2 2026 | |
| 4 | Empowered Funds, LLC | 166K | $8.7M | ▲New +166K sh | Q1 2026 | |
| 5 | Ignite Planners, LLC | 85K | $5.0M | ▲+3.2% Added · +3K sh | Q2 2026 | |
| 6 | Raymond James Financial Inc | 53K | $2.8M | ▲+124% Added · +29K sh | Q1 2026 | |
| 7 | Bank Of America Corp | 51K | $2.7M | ▼−1.7% Reduced · −897 sh | Q1 2026 | |
| 8 | HSBC Holdings PLC | 47K | $2.4M | ▲+79% Added · +21K sh | Q1 2026 | |
| 9 | Daymark Wealth Partners, LLC | 41K | $2.4M | ▼−1.7% Reduced · −734 sh | Q2 2026 | |
| 10 | 5T Wealth, LLC | 41K | $2.4M | ▼−4.0% Reduced · −2K sh | Q2 2026 | |
| 11 | 3Chopt Investment Partners, LLC | 38K | $2.3M | ▼−0.4% Reduced · −173 sh | Q2 2026 | |
| 12 | SHP Wealth Management | 35K | $2.1M | ▲+101% Added · +18K sh | Q2 2026 | |
| 13 | Camarda Financial Advisors, LLC | 35K | $2.0M | ▼−7.6% Reduced · −3K sh | Q2 2026 | |
| 14 | Composition Wealth, LLC | 32K | $1.9M | ▼−2.5% Reduced · −825 sh | Q2 2026 | |
| 15 | Creative Planning | 32K | $1.7M | ▲+0.2% Added · +70 sh | Q1 2026 | |
| 16 | Axxcess Wealth Management, LLC | 30K | $1.8M | ▲New +30K sh | Q2 2026 | |
| 17 | Darwin Wealth Management, LLC | 30K | $1.8M | ▼−3.4% Reduced · −1K sh | Q2 2026 | |
| 18 | Citadel Advisors LLC | 29K | $1.7M | ▲New +29K sh | Q2 2026 | |
| 19 | Jane Street Group, LLC | 29K | $1.5M | ▼−39% Reduced · −18K sh | Q1 2026 | |
| 20 | LPL Financial LLC | 27K | $1.4M | ▲+12% Added · +3K sh | Q1 2026 | |
| 21 | LifeGoal Investments, LLC | 24K | $1.4M | ▼−4.3% Reduced · −1K sh | Q2 2026 | |
| 22 | MLG Wealth Management DBA Pine Grove Financial Group | 21K | $1.3M | ▼−4.1% Reduced · −910 sh | Q2 2026 | |
| 23 | Commonwealth Equity Services, LLC | 16K | $823K | ▼−0.9% Reduced · −152 sh | Q1 2026 | |
| 24 | NewEdge Advisors, LLC | 16K | $916K | ▼−7.0% Reduced · −1K sh | Q2 2026 | |
| 25 | Ameriprise Financial Inc | 16K | $809K | ▼−26% Reduced · −5K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 8 funds opened a new position in GLOF and 5 added to an existing one, while 5 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 27 funds | $4.4B |
| Microsoft CorpMSFT | 27 funds | $2.8B |
| Broadcom IncAVGO | 27 funds | $1.8B |
| Alphabet Inc-CL CGOOG | 27 funds | $1.7B |
| JPMorgan Chase & CoJPM | 27 funds | $1.3B |
| Micron Technology IncMU | 27 funds | $1.1B |
| Apple IncAAPL | 26 funds | $4.5B |
| Amazon.com IncAMZN | 26 funds | $3.5B |
| Alphabet Inc-CL AGOOGL | 26 funds | $2.1B |
| Eli Lilly & CoLLY | 26 funds | $1.6B |
| SS SPDR S&P 500 ETF Trust-USSPY | 26 funds | $1.2B |
| Meta Platforms Inc-Class AMETA | 26 funds | $1.2B |
Ranked by how many of GLOF's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in GLOF.
| Class | 13F holders | Value held |
|---|---|---|
| DGROmc | 1237 funds | $21.4B |
| IUSBmc | 796 funds | $36.0B |
| IQLTmc | 588 funds | $10.5B |
| SHYGmc | 528 funds | $5.3B |
| ICSHmc | 513 funds | $3.9B |
| IEURmc | 415 funds | $5.8B |
| HEFAmc | 413 funds | $5.8B |
| TFLOmc | 397 funds | $3.5B |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for GLOF
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/GLOF/capital-change-brief"
Use Arkolith's capital_change_brief for GLOF. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for GLOF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.