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Disclosery

GLOF ISHARES TR

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COM (fund)

53 managers (53 13F filers) reported a position in GLOF shares at 2025-06-30, 1,579,527 shares in all. 20 filers opened a position and 3 filers sold out during the quarter.

Managers
53
13F filers
53
New
20
Added
10
Reduced
14
Sold out
3
Shares held by filers
1,579,527

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO393,806$19M<0.01%+393,27613F-HRTimelineGroup
Promus Capital, LLC230,595$11.1M7.22%-86,59113F-HR/ATimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC152,850$7.37M1.52%-1,08913F-HRTimelineGroup
Cambridge Investment Research Advisors,…113,624$5.48M0.02%new13F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC89,174$4.3M0.16%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/57,865$2.79M<0.01%+57,03113F-HRTimelineGroup
Ignite Planners, LLC56,921$2.77M0.48%new13F-HR/ATimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC49,523$2.39M<0.01%-9913F-HRTimelineGroup
Camarda Financial Advisors, LLC41,412$2M0.78%-80713F-HRTimeline
3Chopt Investment Partners, LLC38,511$1.86M0.45%new13F-HRTimeline
5T Wealth, LLC37,661$1.82M0.92%new13F-HRTimeline
Darwin Wealth Management, LLC36,230$1.75M0.6%-13413F-HRTimeline
Blue Oak Capital, LLC35,862$1.73M0.91%new13F-HRTimeline
LifeGoal Investments, LLC30,327$1.46M1.39%-11,83713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC25,078$1.21M<0.01%+10,00213F-HRTimelineGroup
Creative Planningin group Creative Planning23,546$1.13M<0.01%+15013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC23,253$1.12M<0.01%-27,18513F-HRTimelineGroup
Modern Wealth Management, LLC16,735$807K0.02%+24213F-HR/ATimeline
LPL Financial LLC16,174$780K<0.01%+72213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC15,895$766K<0.01%-97913F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC10,337$498K0.07%new13F-HRTimeline
NWAM LLC9,437$460K0.03%new13F-HR/ATimeline
Independent Wealth Network Inc.9,521$459K0.17%-45413F-HRTimeline
Burt Wealth Advisors9,117$439K0.1%+1,80213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,200$395K<0.01%-11,57613F-HRTimelineGroup
M Wealth Management, LLC6,710$323K0.3%-62613F-HRTimeline
Worth Financial Advisory Group, LLC6,122$295K0.18%+5713F-HRTimeline
SYM FINANCIAL Corp5,811$280K0.03%-23513F-HRTimeline
WADDELL & ASSOCIATES, LLC4,781$230K0.02%013F-HRTimeline
ARQ WEALTH ADVISORS, LLC5,243$225K0.08%013F-HRTimeline
Cohalo Advisory LLC4,321$208K15.92%new13F-HRTimeline
COMERICA BANK2,561$123K<0.01%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…2,418$117K0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,820$87.8K<0.01%+6513F-HR/ATimelineGroup
MAI Capital Management1,529$73.7K<0.01%+1313F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,509$72.7K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,093$52.7K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC897$43.2K<0.01%-24913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/874$42.1K<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA493$24K<0.01%013F-HR/ATimelineGroup
Farther Finance Advisors, LLC454$21.9K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC379$18.3K<0.01%013F-HRTimelineGroup
TWIN PEAKS WEALTH ADVISORS, LLC295$14.7K<0.01%new13F-HRTimeline
IFP Advisors, Inc143$6.89K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY100$4.82K<0.01%new13F-HRTimelineGroup
Paladin Advisory Group, LLC95$4.58K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.92$3.99K<0.01%013F-HRTimeline
Allworth Financial LP67$3.23K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.40$1.92K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/25$1.2K<0.01%new13F-HR/ATimelineGroup
Colonial Trust Advisorsin group Colonial Trust Advisors1$48<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$23<0.01%-113F-HRTimelineGroupAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.