Institutional Holders (2026 Q2)
66 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in GLOF. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Cohalo Advisory LLC | 14.32% | 4,026 | $237K |
| 2 | Goldstone Financial Group, LLC | 1.82% | 338,741 | $19.9M |
| 3 | 5T Wealth, LLC | 0.90% | 41,242 | $2.4M |
| 4 | Ignite Planners, LLC | 0.69% | 84,960 | $5.0M |
| 5 | LifeGoal Investments, LLC | 0.65% | 24,288 | $1.4M |
| 6 | Camarda Financial Advisors, LLC | 0.62% | 34,810 | $2.0M |
| 7 | Darwin Wealth Management, LLC | 0.49% | 30,379 | $1.8M |
| 8 | JMN Financial LLC | 0.45% | 9,852 | $579K |
| 9 | 3Chopt Investment Partners, LLC | 0.42% | 38,369 | $2.3M |
| 10 | M Wealth Management, LLC | 0.19% | 4,009 | $236K |
| 11 | Kroeger Financial Partners | 0.18% | 3,149 | $185K |
| 12 | Sankala Group LLC | 0.17% | 4,300 | $261K |
| 13 | Worth Financial Advisory Group, LLC | 0.15% | 6,011 | $354K |
| 14 | SHP Wealth Management | 0.14% | 35,499 | $2.1M |
| 15 | MLG Wealth Management DBA Pine Grove Financial Group | 0.14% | 22,313 | $1.2M |
| 16 | Waverly Advisors, LLC | 0.08% | 237,226 | $14.0M |
| 17 | Lake Street Private Wealth, LLC | 0.06% | 8,952 | $526K |
| 18 | Daymark Wealth Partners, LLC | 0.06% | 41,261 | $2.4M |
| 19 | Empowered Funds, LLC | 0.05% | 172,322 | $10.1M |
| 20 | SYM FINANCIAL Corp | 0.03% | 6,415 | $377K |
| 21 | Axxcess Wealth Management, LLC | 0.03% | 30,380 | $1.8M |
| 22 | Arq Wealth Advisors, LLC | 0.03% | 3,691 | $218K |
| 23 | Triad Wealth Partners, LLC | 0.03% | 7,661 | $458K |
| 24 | Composition Wealth, LLC | 0.02% | 32,475 | $1.9M |
| 25 | Elevated Capital Advisors, LLC | 0.02% | 1,138 | $67K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|