GTO

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$46.14

-0.14 (-0.30%)

USD · as of 2026-07-29 · marketstack

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Institutional ownership· 13F filers holding GTO · 2026-Q1 methodology → sources →

200 holders

% of shares outstanding held

—

Shares held (13F)

39,769,045

Reporting holders

200

Top holders

largest 100 of 200 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	LPL Financial LLC	4,825,1574.8M	$226M	—	ADD 6%
2	BANK OF AMERICA CORP /DE/	3,812,0873.8M	$179M	—	ADD 237%
3	ENVESTNET ASSET MANAGEMENT INC	3,286,4443.3M	$154M	—	ADD 10%
4	OSAIC HOLDINGS, INC.	2,662,2212.7M	$125M	—	—
5	Invesco Ltd.	2,000,6352.0M	$94M	—	TRIM -52%
6	CWM, LLC	1,786,6341.8M	$84M	—	TRIM -13%
7	MORGAN STANLEY	1,620,7401.6M	$76M	—	TRIM -6%
8	Bank of New York Mellon Corp	1,331,1121.3M	$62M	—	ADD 17%
9	Private Advisor Group, LLC	1,265,0761.3M	$59M	—	ADD 11%
10	Brio Consultants, LLC	1,193,9431.2M	$56M	—	ADD 5%
11	RTD Financial Advisors, Inc.	839,094839,094	$39M	—	ADD 3%
12	HOWARD FINANCIAL SERVICES, LTD.	768,519768,519	$36M	—	ADD 4%
13	RAYMOND JAMES FINANCIAL INC	679,154679,154	$32M	—	ADD 18%
14	Dynamic Advisor Solutions LLC	616,515616,515	$29M	—	ADD 4%
15	Independent Advisor Alliance	613,523613,523	$29M	—	ADD 9715%
16	Cetera Investment Advisers	553,657553,657	$26M	—	ADD 14%
17	Brookstone Capital Management	508,545508,545	$24M	—	—
18	JONES FINANCIAL COMPANIES LLLP	482,051482,051	$22M	—	ADD 62%
19	American Capital Advisory, LLC	392,050392,050	$18M	—	ADD 45%
20	JOURNEY STRATEGIC WEALTH LLC	380,778380,778	$18M	—	ADD 5%
21	KMG FIDUCIARY PARTNERS, LLC	378,854378,854	$18M	—	—
22	Richmond Investment Services, LLC	359,478359,478	$17M	—	ADD 4%
23	WELLS FARGO & COMPANY/MN	343,781343,781	$16M	—	ADD 11%
24	HighTower Advisors, LLC	314,337314,337	$15M	—	ADD 954%
25	World Investment Advisors	306,158306,158	$14M	—	ADD 8%
26	Rooted Wealth Advisors, Inc.	291,422291,422	$14M	—	ADD 7%
27	MML INVESTORS SERVICES, LLC	285,809285,809	$13M	—	—
28	Vestmark Advisory Solutions, Inc.	285,055285,055	$13M	—	ADD 15%
29	ACIMA PRIVATE WEALTH, LLC	278,841278,841	$13M	—	—
30	Focus Financial Network, Inc.	272,616272,616	$13M	—	TRIM -12%
31	VERUS CAPITAL PARTNERS, LLC	259,986259,986	$12M	—	TRIM -16%
32	KWB Wealth	250,037250,037	$12M	—	—
33	Petix & Botte Co	244,868244,868	$11M	—	TRIM -47%
34	Envestnet Portfolio Solutions, Inc.	237,368237,368	$11M	—	—
35	BEACON FINANCIAL PLANNING, INC	207,784207,784	$10M	—	ADD 7%
36	JANE STREET GROUP, LLC	198,267198,267	$9M	—	NEW
37	Cooper Financial Group	196,095196,095	$9M	—	ADD 10%
38	NewEdge Advisors, LLC	43,12343,123	$9M	—	TRIM -80%
39	INTEGRITY WEALTH ADVISORS, INC.	183,966183,966	$9M	—	ADD 35%
40	Stewardship Advisors, LLC	176,005176,005	$8M	—	TRIM -9%
41	Concurrent Investment Advisors, LLC	171,338171,338	$8M	—	ADD 70%
42	Regal Investment Advisors LLC	170,782170,782	$8M	—	ADD 4%
43	Atlas Legacy Advisors, LLC	164,321164,321	$8M	—	ADD 10%
44	BOS Asset Management, LLC	154,681154,681	$7M	—	ADD 10%
45	Asset Allocation Strategies LLC	153,183153,183	$7M	—	ADD 28%
46	ROYAL BANK OF CANADA	145,351145,351	$7M	—	ADD 11%
47	IHT Wealth Management, LLC	143,115143,115	$7M	—	ADD 4%
48	Insight Wealth Partners, LLC	141,670141,670	$7M	—	ADD 7%
49	ASHTON THOMAS SECURITIES, LLC	132,475132,475	$6M	—	TRIM -13%
50	Daner Wealth Management, LLC	131,991131,991	$6M	—	ADD 8%
51	USAdvisors Wealth Management, LLC	130,196130,196	$6M	—	ADD 6%
52	Tennessee Valley Asset Management Partners	129,560129,560	$6M	—	NEW
53	CAPTRUST FINANCIAL ADVISORS	114,672114,672	$5M	—	ADD 47%
54	Integrated Wealth Concepts LLC	112,614112,614	$5M	—	ADD 19%
55	CHANNEL WEALTH LLC	110,170110,170	$5M	—	—
56	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	106,194106,194	$5M	—	TRIM -41%
57	Fjell Capital, LLC	99,50099,500	$5M	—	—
58	AQR CAPITAL MANAGEMENT LLC	95,33295,332	$4M	—	—
59	Gladstone Institutional Advisory LLC	92,57492,574	$4M	—	ADD 32%
60	Baird Financial Group, Inc.	90,64290,642	$4M	—	—
61	Total Clarity Wealth Management, Inc.	89,76589,765	$4M	—	TRIM -6%
62	Signal Advisors Wealth, LLC	85,24385,243	$4M	—	TRIM -32%
63	IFP Advisors, Inc	84,59284,592	$4M	—	ADD 5%
64	Mechanics Bank Trust Department	80,84780,847	$4M	—	ADD 4%
65	Colonial River Investments, LLC	77,83477,834	$4M	—	TRIM -8%
66	Northwest Financial Advisors	77,45777,457	$4M	—	ADD 10%
67	JPMORGAN CHASE & CO	70,09170,091	$3M	—	—
68	Avid Wealth Partners LLC	68,36668,366	$3M	—	ADD 3%
69	Cambridge Investment Research Advisors, Inc.	65,22665,226	$3M	—	ADD 2%
70	Kestra Advisory Services, LLC	63,96163,961	$3M	—	ADD 16%
71	PFG Advisors	61,01461,014	$3M	—	TRIM -67%
72	Tidemark, LLC	58,95258,952	$3M	—	TRIM -27%
73	Cerity Partners LLC	57,62257,622	$3M	—	—
74	SOL Capital Management CO	56,21756,217	$3M	—	NEW
75	DIVERSIFY WEALTH MANAGEMENT, LLC	51,52251,522	$2M	—	NEW
76	Destiny Capital Corp/CO	45,85445,854	$2M	—	TRIM -12%
77	Simplicity Wealth,LLC	45,81045,810	$2M	—	TRIM -9%
78	SUSQUEHANNA INTERNATIONAL GROUP, LLP	44,66344,663	$2M	—	NEW
79	VestGen Advisors, LLC	44,55344,553	$2M	—	—
80	FLAGSHIP HARBOR ADVISORS, LLC	39,53039,530	$2M	—	ADD 3%
81	PARK AVENUE SECURITIES LLC	35,88035,880	$2M	—	TRIM -6%
82	MPWM ADVISORY SOLUTIONS, LLC	35,24735,247	$2M	—	NEW
83	Clearstead Advisors, LLC	32,36032,360	$2M	—	ADD 2%
84	SILVER OAK SECURITIES, INCORPORATED	32,32832,328	$2M	—	ADD 17%
85	Treasure Coast Financial Planning	32,19432,194	$2M	—	TRIM -4%
86	Retirement Planning Group, LLC	31,53731,537	$1M	—	—
87	PAX Financial Group, LLC	31,27231,272	$1M	—	TRIM -8%
88	Sequent Planning LLC	30,48630,486	$1M	—	ADD 4%
89	MONEY CONCEPTS CAPITAL CORP	28,58528,585	$1M	—	—
90	Orion Porfolio Solutions, LLC	27,90327,903	$1M	—	TRIM -6%
91	Arkadios Wealth Advisors	24,45524,455	$1M	—	ADD 59%
92	LANDMARK WEALTH MANAGEMENT, INC.	23,07223,072	$1M	—	TRIM -7%
93	Lido Advisors, LLC	22,98922,989	$1M	—	TRIM -38%
94	Sanctuary Advisors, LLC	22,93822,938	$1M	—	TRIM -18%
95	HUB Investment Partners, LLC	22,77422,774	$1M	—	TRIM -4%
96	NATIXIS ADVISORS, LLC	21,94221,942	$1M	—	NEW
97	Farther Finance Advisors, LLC	21,70221,702	$1M	—	ADD 1388%
98	Janney Montgomery Scott LLC	20,86720,867	$977,000	—	TRIM -4%
99	COMMONWEALTH EQUITY SERVICES, LLC	20,59820,598	$964,617	—	—
100	Aspire Capital Advisors LLC	19,38219,382	$907,667	—	ADD 14%

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

LPL Financial LLC

3.2M

4.0M

4.5M

4.8M

$226M

BANK OF AMERICA CORP /DE/

731K

734K

1.1M

3.8M

$179M

ENVESTNET ASSET MANAGEMENT INC

2.7M

2.9M

2.8M

2.9M

3.0M

3.3M

$154M

OSAIC HOLDINGS, INC.

3.0M

2.9M

3.0M

2.9M

2.7M

$125M

Invesco Ltd.

2.3M

2.4M

2.5M

4.2M

2.0M

$94M

CWM, LLC

1.6M

1.7M

1.9M

2.1M

1.8M

$84M

MORGAN STANLEY

1.8M

1.9M

1.7M

1.6M

$76M

Bank of New York Mellon Corp

627K

1.1M

1.3M

$62M

Private Advisor Group, LLC

540K

595K

1.3M

1.2M

1.1M

1.3M

$59M

Brio Consultants, LLC

917K

974K

1.0M

1.1M

1.2M

$56M

RTD Financial Advisors, Inc.

850K

852K

843K

877K

813K

839K

$39M

HOWARD FINANCIAL SERVICES, LTD.

701K

715K

712K

725K

741K

769K

$36M

RAYMOND JAMES FINANCIAL INC

404K

414K

481K

525K

575K

679K

$32M

Dynamic Advisor Solutions LLC

562K

582K

599K

622K

593K

617K

$29M

Independent Advisor Alliance

507K

—

614K

$29M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	200	39,769,045	—	$1.9B
2025-Q4	206	37,776,813	—	$1.8B
2025-Q3	194	36,094,283	—	$1.7B
2025-Q2	198	37,161,990	—	$1.7B
2025-Q1	194	34,959,651	—	$1.6B
2024-Q4	191	34,595,172	—	$1.6B
2024-Q3	177	32,205,819	—	$1.6B
2024-Q2	167	24,892,258	—	$1.2B
2024-Q1	166	26,435,538	—	$1.3B
2023-Q4

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Institutional ownership· 13F filers holding GTO · 2026-Q1 methodology → sources →

200 holders

% of shares outstanding held

—

Shares held (13F)

39,769,045

Reporting holders

200

Top holders

largest 100 of 200 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	LPL Financial LLC	4,825,1574.8M	$226M	—	ADD 6%
2	BANK OF AMERICA CORP /DE/	3,812,0873.8M	$179M	—	ADD 237%
3	ENVESTNET ASSET MANAGEMENT INC	3,286,4443.3M	$154M	—	ADD 10%
4	OSAIC HOLDINGS, INC.	2,662,2212.7M	$125M	—	—
5	Invesco Ltd.	2,000,6352.0M	$94M	—	TRIM -52%
6	CWM, LLC	1,786,6341.8M	$84M	—	TRIM -13%
7	MORGAN STANLEY	1,620,7401.6M	$76M	—	TRIM -6%
8	Bank of New York Mellon Corp	1,331,1121.3M	$62M	—	ADD 17%
9	Private Advisor Group, LLC	1,265,0761.3M	$59M	—	ADD 11%
10	Brio Consultants, LLC	1,193,9431.2M	$56M	—	ADD 5%
11	RTD Financial Advisors, Inc.	839,094839,094	$39M	—	ADD 3%
12	HOWARD FINANCIAL SERVICES, LTD.	768,519768,519	$36M	—	ADD 4%
13	RAYMOND JAMES FINANCIAL INC	679,154679,154	$32M	—	ADD 18%
14	Dynamic Advisor Solutions LLC	616,515616,515	$29M	—	ADD 4%
15	Independent Advisor Alliance	613,523613,523	$29M	—	ADD 9715%
16	Cetera Investment Advisers	553,657553,657	$26M	—	ADD 14%
17	Brookstone Capital Management	508,545508,545	$24M	—	—
18	JONES FINANCIAL COMPANIES LLLP	482,051482,051	$22M	—	ADD 62%
19	American Capital Advisory, LLC	392,050392,050	$18M	—	ADD 45%
20	JOURNEY STRATEGIC WEALTH LLC	380,778380,778	$18M	—	ADD 5%
21	KMG FIDUCIARY PARTNERS, LLC	378,854378,854	$18M	—	—
22	Richmond Investment Services, LLC	359,478359,478	$17M	—	ADD 4%
23	WELLS FARGO & COMPANY/MN	343,781343,781	$16M	—	ADD 11%
24	HighTower Advisors, LLC	314,337314,337	$15M	—	ADD 954%
25	World Investment Advisors	306,158306,158	$14M	—	ADD 8%
26	Rooted Wealth Advisors, Inc.	291,422291,422	$14M	—	ADD 7%
27	MML INVESTORS SERVICES, LLC	285,809285,809	$13M	—	—
28	Vestmark Advisory Solutions, Inc.	285,055285,055	$13M	—	ADD 15%
29	ACIMA PRIVATE WEALTH, LLC	278,841278,841	$13M	—	—
30	Focus Financial Network, Inc.	272,616272,616	$13M	—	TRIM -12%
31	VERUS CAPITAL PARTNERS, LLC	259,986259,986	$12M	—	TRIM -16%
32	KWB Wealth	250,037250,037	$12M	—	—
33	Petix & Botte Co	244,868244,868	$11M	—	TRIM -47%
34	Envestnet Portfolio Solutions, Inc.	237,368237,368	$11M	—	—
35	BEACON FINANCIAL PLANNING, INC	207,784207,784	$10M	—	ADD 7%
36	JANE STREET GROUP, LLC	198,267198,267	$9M	—	NEW
37	Cooper Financial Group	196,095196,095	$9M	—	ADD 10%
38	NewEdge Advisors, LLC	43,12343,123	$9M	—	TRIM -80%
39	INTEGRITY WEALTH ADVISORS, INC.	183,966183,966	$9M	—	ADD 35%
40	Stewardship Advisors, LLC	176,005176,005	$8M	—	TRIM -9%
41	Concurrent Investment Advisors, LLC	171,338171,338	$8M	—	ADD 70%
42	Regal Investment Advisors LLC	170,782170,782	$8M	—	ADD 4%
43	Atlas Legacy Advisors, LLC	164,321164,321	$8M	—	ADD 10%
44	BOS Asset Management, LLC	154,681154,681	$7M	—	ADD 10%
45	Asset Allocation Strategies LLC	153,183153,183	$7M	—	ADD 28%
46	ROYAL BANK OF CANADA	145,351145,351	$7M	—	ADD 11%
47	IHT Wealth Management, LLC	143,115143,115	$7M	—	ADD 4%
48	Insight Wealth Partners, LLC	141,670141,670	$7M	—	ADD 7%
49	ASHTON THOMAS SECURITIES, LLC	132,475132,475	$6M	—	TRIM -13%
50	Daner Wealth Management, LLC	131,991131,991	$6M	—	ADD 8%
51	USAdvisors Wealth Management, LLC	130,196130,196	$6M	—	ADD 6%
52	Tennessee Valley Asset Management Partners	129,560129,560	$6M	—	NEW
53	CAPTRUST FINANCIAL ADVISORS	114,672114,672	$5M	—	ADD 47%
54	Integrated Wealth Concepts LLC	112,614112,614	$5M	—	ADD 19%
55	CHANNEL WEALTH LLC	110,170110,170	$5M	—	—
56	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	106,194106,194	$5M	—	TRIM -41%
57	Fjell Capital, LLC	99,50099,500	$5M	—	—
58	AQR CAPITAL MANAGEMENT LLC	95,33295,332	$4M	—	—
59	Gladstone Institutional Advisory LLC	92,57492,574	$4M	—	ADD 32%
60	Baird Financial Group, Inc.	90,64290,642	$4M	—	—
61	Total Clarity Wealth Management, Inc.	89,76589,765	$4M	—	TRIM -6%
62	Signal Advisors Wealth, LLC	85,24385,243	$4M	—	TRIM -32%
63	IFP Advisors, Inc	84,59284,592	$4M	—	ADD 5%
64	Mechanics Bank Trust Department	80,84780,847	$4M	—	ADD 4%
65	Colonial River Investments, LLC	77,83477,834	$4M	—	TRIM -8%
66	Northwest Financial Advisors	77,45777,457	$4M	—	ADD 10%
67	JPMORGAN CHASE & CO	70,09170,091	$3M	—	—
68	Avid Wealth Partners LLC	68,36668,366	$3M	—	ADD 3%
69	Cambridge Investment Research Advisors, Inc.	65,22665,226	$3M	—	ADD 2%
70	Kestra Advisory Services, LLC	63,96163,961	$3M	—	ADD 16%
71	PFG Advisors	61,01461,014	$3M	—	TRIM -67%
72	Tidemark, LLC	58,95258,952	$3M	—	TRIM -27%
73	Cerity Partners LLC	57,62257,622	$3M	—	—
74	SOL Capital Management CO	56,21756,217	$3M	—	NEW
75	DIVERSIFY WEALTH MANAGEMENT, LLC	51,52251,522	$2M	—	NEW
76	Destiny Capital Corp/CO	45,85445,854	$2M	—	TRIM -12%
77	Simplicity Wealth,LLC	45,81045,810	$2M	—	TRIM -9%
78	SUSQUEHANNA INTERNATIONAL GROUP, LLP	44,66344,663	$2M	—	NEW
79	VestGen Advisors, LLC	44,55344,553	$2M	—	—
80	FLAGSHIP HARBOR ADVISORS, LLC	39,53039,530	$2M	—	ADD 3%
81	PARK AVENUE SECURITIES LLC	35,88035,880	$2M	—	TRIM -6%
82	MPWM ADVISORY SOLUTIONS, LLC	35,24735,247	$2M	—	NEW
83	Clearstead Advisors, LLC	32,36032,360	$2M	—	ADD 2%
84	SILVER OAK SECURITIES, INCORPORATED	32,32832,328	$2M	—	ADD 17%
85	Treasure Coast Financial Planning	32,19432,194	$2M	—	TRIM -4%
86	Retirement Planning Group, LLC	31,53731,537	$1M	—	—
87	PAX Financial Group, LLC	31,27231,272	$1M	—	TRIM -8%
88	Sequent Planning LLC	30,48630,486	$1M	—	ADD 4%
89	MONEY CONCEPTS CAPITAL CORP	28,58528,585	$1M	—	—
90	Orion Porfolio Solutions, LLC	27,90327,903	$1M	—	TRIM -6%
91	Arkadios Wealth Advisors	24,45524,455	$1M	—	ADD 59%
92	LANDMARK WEALTH MANAGEMENT, INC.	23,07223,072	$1M	—	TRIM -7%
93	Lido Advisors, LLC	22,98922,989	$1M	—	TRIM -38%
94	Sanctuary Advisors, LLC	22,93822,938	$1M	—	TRIM -18%
95	HUB Investment Partners, LLC	22,77422,774	$1M	—	TRIM -4%
96	NATIXIS ADVISORS, LLC	21,94221,942	$1M	—	NEW
97	Farther Finance Advisors, LLC	21,70221,702	$1M	—	ADD 1388%
98	Janney Montgomery Scott LLC	20,86720,867	$977,000	—	TRIM -4%
99	COMMONWEALTH EQUITY SERVICES, LLC	20,59820,598	$964,617	—	—
100	Aspire Capital Advisors LLC	19,38219,382	$907,667	—	ADD 14%

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

LPL Financial LLC

3.2M

4.0M

4.5M

4.8M

$226M

BANK OF AMERICA CORP /DE/

731K

734K

1.1M

3.8M

$179M

ENVESTNET ASSET MANAGEMENT INC

2.7M

2.9M

2.8M

2.9M

3.0M

3.3M

$154M

OSAIC HOLDINGS, INC.

3.0M

2.9M

3.0M

2.9M

2.7M

$125M

Invesco Ltd.

2.3M

2.4M

2.5M

4.2M

2.0M

$94M

CWM, LLC

1.6M

1.7M

1.9M

2.1M

1.8M

$84M

MORGAN STANLEY

1.8M

1.9M

1.7M

1.6M

$76M

Bank of New York Mellon Corp

627K

1.1M

1.3M

$62M

Private Advisor Group, LLC

540K

595K

1.3M

1.2M

1.1M

1.3M

$59M

Brio Consultants, LLC

917K

974K

1.0M

1.1M

1.2M

$56M

RTD Financial Advisors, Inc.

850K

852K

843K

877K

813K

839K

$39M

HOWARD FINANCIAL SERVICES, LTD.

701K

715K

712K

725K

741K

769K

$36M

RAYMOND JAMES FINANCIAL INC

404K

414K

481K

525K

575K

679K

$32M

Dynamic Advisor Solutions LLC

562K

582K

599K

622K

593K

617K

$29M

Independent Advisor Alliance

507K

—

614K

$29M

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	200	39,769,045	—	$1.9B
2025-Q4	206	37,776,813	—	$1.8B
2025-Q3	194	36,094,283	—	$1.7B
2025-Q2	198	37,161,990	—	$1.7B
2025-Q1	194	34,959,651	—	$1.6B
2024-Q4	191	34,595,172	—	$1.6B
2024-Q3	177	32,205,819	—	$1.6B
2024-Q2	167	24,892,258	—	$1.2B
2024-Q1	166	26,435,538	—	$1.3B
2023-Q4

Short interest has its own tab now — open SI →

GTO☆

Institutional ownership· 13F filers holding GTO · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Institutional ownership· 13F filers holding GTO · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

GTO