Institutional Holders (2026 Q2)
261 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in GGOV. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Peak Wealth Management LLC | 2.43% | 68,867 | $3.5M |
| 2 | Curtis Wealth Management LLC | 2.39% | 55,961 | $2.8M |
| 3 | Core Wealth Advisors, LLC | 2.27% | 61,312 | $3.1M |
| 4 | Kelly Financial Services LLC | 1.93% | 179,662 | $9.0M |
| 5 | Sharkey, Howes & Javer | 1.92% | 315,874 | $15.9M |
| 6 | Daviman Financial, LLC | 1.57% | 56,574 | $2.8M |
| 7 | Cobblestone Asset Management LLC | 1.55% | 73,744 | $3.7M |
| 8 | Chatterton & Associates Inc. | 1.43% | 48,582 | $2.4M |
| 9 | Horst & Graben Wealth Management LLC | 1.29% | 194,989 | $9.8M |
| 10 | Milestone Asset Management, LLC | 1.12% | 141,035 | $7.1M |
| 11 | J.M. Arbour, LLC | 1.10% | 25,484 | $1.3M |
| 12 | Stone House Investment Management, LLC | 1.07% | 159,892 | $8.0M |
| 13 | Keystone Financial Services | 1.06% | 82,178 | $4.1M |
| 14 | Alterna Wealth Management, Inc | 0.98% | 33,790 | $1.7M |
| 15 | Portfolio Resources Advisor Group, Inc. | 0.96% | 22,635 | $1.1M |
| 16 | Shared Vision Wealth Group LLC | 0.92% | 53,284 | $2.7M |
| 17 | Bay Harbor Wealth Management, LLC | 0.91% | 78,327 | $3.9M |
| 18 | ShoreHaven Wealth Partners, LLC | 0.88% | 55,439 | $2.8M |
| 19 | JB Capital LLC | 0.83% | 476,292 | $24.0M |
| 20 | FLP Wealth Management, LLC | 0.80% | 8,993 | $452K |
| 21 | WealthPoint Financial, LLC | 0.80% | 21,919 | $1.1M |
| 22 | Davis Wealth Advisors, LLC | 0.78% | 20,128 | $1.0M |
| 23 | Cassilly Financial Group LLC | 0.77% | 20,985 | $1.1M |
| 24 | One Wealth Advisors, LLC | 0.75% | 135,428 | $6.8M |
| 25 | Detalus Advisors, LLC | 0.72% | 73,228 | $3.7M |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|