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Disclosery

GLOF ISHARES TR

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COM (fund)

60 managers (60 13F filers) reported a position in GLOF shares at 2025-12-31, 1,492,259 shares in all. 10 filers opened a position and 8 filers sold out during the quarter.

Managers
60
13F filers
60
New
10
Added
13
Reduced
20
Sold out
8
Shares held by filers
1,492,259

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 & CO271,771$14.3M<0.01%-51,64013F-HRTimelineGroup
Waverly Advisors, LLC230,040$12.1M0.1%new13F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC150,831$7.96M1.37%-38013F-HRTimelineGroup
Ignite Planners, LLC82,038$4.45M0.68%+21,33313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/51,875$2.74M<0.01%-3,95013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC47,316$2.5M<0.01%-20,03713F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC45,926$2.42M0.08%-32,70013F-HRTimeline
5T Wealth, LLC41,295$2.18M0.87%+2,29013F-HRTimeline
Camarda Financial Advisors, LLC39,824$2.1M0.8%+70313F-HRTimeline
3Chopt Investment Partners, LLC38,542$2.03M0.46%+13813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC37,566$1.98M<0.01%-33213F-HRTimelineGroup
Composition Wealth, LLC33,590$1.77M0.03%-43313F-HRTimeline
Darwin Wealth Management, LLC33,383$1.76M0.55%-1,50113F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC32,244$1.7M0.03%new13F-HR/ATimeline
Creative Planningin group Creative Planning32,068$1.69M<0.01%+8,59313F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC25,991$1.37M<0.01%new13F-HR/ATimelineGroup
LifeGoal Investments, LLC25,404$1.34M0.89%-2,40713F-HRTimeline
LPL Financial LLC23,642$1.25M<0.01%+3,80613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC23,561$1.24M<0.01%new13F-HRTimelineGroup
MLG Wealth Management DBA Pine Grove Fi…22,313$1.18M0.14%13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC20,983$1.11M<0.01%-1,11013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…18,082$954K<0.01%+13,57513F-HRTimelineGroup
Modern Wealth Management, LLC17,024$899K0.02%+14313F-HRTimeline
NewEdge Advisors, LLC16,731$883K<0.01%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC15,947$842K<0.01%+11113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY10,711$565K<0.01%-49,34313F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC9,403$496K<0.01%new13F-HRTimelineGroup
Independent Wealth Network Inc.9,250$488K0.15%-9413F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC8,885$469K0.06%-98413F-HRTimeline
JMN Financial LLC8,781$463K0.46%13F-HRTimeline
M Wealth Management, LLC6,599$348K0.3%+2813F-HRTimeline
Worth Financial Advisory Group, LLC6,015$317K0.15%-5213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,708$301K<0.01%+2,54313F-HRTimelineGroup
SYM FINANCIAL Corp5,699$301K0.03%013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…4,908$259K0.03%-53413F-HRTimeline
WADDELL & ASSOCIATES, LLC4,614$244K0.02%013F-HRTimeline
ARQ WEALTH ADVISORS, LLC4,580$242K0.07%-2513F-HRTimeline
Triad Wealth Partners, LLC4,423$233K0.02%-1813F-HRTimeline
NorthRock Partners, LLC4,326$228K<0.01%new13F-HRTimeline
Cohalo Advisory LLC4,222$223K16.52%-9913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,015$212K<0.01%+44513F-HRTimelineGroup
COMERICA BANK2,561$135K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,509$81.3K<0.01%013F-HRTimeline
Sankala Group LLC1,162$64.2K0.05%13F-HRTimeline
Elevated Capital Advisors, LLC1,138$60.1K0.01%new13F-HRTimeline
TFC Financial Management, Inc.906$47.8K0.01%013F-HRTimeline
AE Wealth Management LLC897$47.3K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/830$43.8K<0.01%013F-HRTimelineGroup
MAI Capital Management600$31.7K<0.01%-92913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA493$26K<0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/480$25.4K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC454$24K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC379$20K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc192$10.1K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management189$9.96K<0.01%+213F-HRTimelineGroup
Allworth Financial LP106$5.59K<0.01%013F-HRTimeline
Paladin Advisory Group, LLC95$5.01K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.92$4.86K<0.01%013F-HRTimeline
Parallel Advisors, LLC50$2.64K<0.01%new13F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors0$00%-113F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.