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Institutional Holders of GLTR

There is a long list of 144 institutional holders of GLTR within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of GLTR by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-GLTR table below, the initial column indicates the name of each top institutional holder of GLTR, with a link to that fund's top holdings. The next columns indicate the amount of GLTR stock held by each of the institutional holders of GLTR, followed by the GLTR position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE488,120$44,429 12/31/2023
     GLTR488,120$44,429 12/31/2023
Cullen Frost Bankers Inc.357,264$34,119 03/31/2024
     GLTR357,264$34,119 03/31/2024
Morgan Stanley290,809$26,469 12/31/2023
     GLTR290,809$26,469 12/31/2023
Cape Cod Five Cents Savings Bank276,366$25,155 12/31/2023
     GLTR276,366$25,155 12/31/2023
Wealth Enhancement Advisory Services LLC257,293$24,571 03/31/2024
     GLTR257,293$24,571 03/31/2024
Global Assets Advisory LLC233,046$22,256 03/31/2024
     GLTR233,046$22,256 03/31/2024
Charles Schwab Investment Advisory Inc.220,698$21,077 03/31/2024
     GLTR220,698$21,077 03/31/2024
Wells Fargo & Company MN189,916$18,137 03/31/2024
     GLTR189,916$18,137 03/31/2024
Northwestern Mutual Wealth Management Co.190,958$17,381 12/31/2023
     GLTR190,958$17,381 12/31/2023
LPL Financial LLC179,604$17,152 03/31/2024
     GLTR179,604$17,152 03/31/2024
Rockefeller Capital Management L.P.185,417$16,877 12/31/2023
     GLTR185,417$16,877 12/31/2023
Summit Wealth & Retirement Planning Inc.134,886$12,882 03/31/2024
     GLTR134,886$12,882 03/31/2024
Susquehanna International Group LLP110,129$10,517 03/31/2024
     GLTR110,129$10,517 03/31/2024
Bank of Montreal Can97,505$9,326 03/31/2024
     GLTR97,505$9,326 03/31/2024
Sound Stewardship LLC89,452$8,543 03/31/2024
     GLTR89,452$8,543 03/31/2024
Peak Financial Management Inc.78,510$7,498 03/31/2024
     GLTR78,510$7,498 03/31/2024
IFG Advisory LLC72,919$6,964 03/31/2024
     GLTR72,919$6,964 03/31/2024
Solitude Financial Services69,134$6,602 03/31/2024
     GLTR69,134$6,602 03/31/2024
Courage Miller Partners LLC65,377$6,244 03/31/2024
     GLTR65,377$6,244 03/31/2024
Captrust Financial Advisors64,708$5,890 12/31/2023
     GLTR64,708$5,890 12/31/2023
Towneley Capital Management Inc DE59,399$5,673 03/31/2024
     GLTR59,399$5,673 03/31/2024
Personal CFO Solutions LLC50,433$4,816 03/31/2024
     GLTR50,433$4,816 03/31/2024
Envestnet Asset Management Inc.50,218$4,796 03/31/2024
     GLTR50,218$4,796 03/31/2024
UBS Group AG49,394$4,717 03/31/2024
     GLTR49,394$4,717 03/31/2024
National Asset Management Inc.51,488$4,686 12/31/2023
     GLTR51,488$4,686 12/31/2023
Wade G W & Inc.51,352$4,674 12/31/2023
     GLTR51,352$4,674 12/31/2023
Jane Street Group LLC49,444$4,500 12/31/2023
     GLTR49,444$4,500 12/31/2023
Pacific Capital Wealth Advisors Inc.48,473$4,412 12/31/2023
     GLTR48,473$4,412 12/31/2023
Wealthfront Advisers LLC44,210$4,222 03/31/2024
     GLTR44,210$4,222 03/31/2024
Gladstone Institutional Advisory LLC45,787$4,168 12/31/2023
     GLTR45,787$4,168 12/31/2023
Stegent Equity Advisors Inc.41,366$3,950 03/31/2024
     GLTR41,366$3,950 03/31/2024
Castellan Group LLC42,732$3,889 12/31/2023
     GLTR42,732$3,889 12/31/2023
Strategic Wealth Designers36,346$3,308 12/31/2023
     GLTR36,346$3,308 12/31/2023
Commonwealth Equity Services LLC34,232$3,269 03/31/2024
     GLTR34,232$3,269 03/31/2024
Stifel Financial Corp25,644$2,449 03/31/2024
     GLTR25,644$2,449 03/31/2024
Kestra Private Wealth Services LLC23,161$2,212 03/31/2024
     GLTR23,161$2,212 03/31/2024
IHT Wealth Management LLC23,684$2,156 12/31/2023
     GLTR23,684$2,156 12/31/2023
Royal Bank of Canada23,255$2,116 12/31/2023
     GLTR23,255$2,116 12/31/2023
Raymond James Financial Services Advisors Inc.21,806$2,082 03/31/2024
     GLTR21,806$2,082 03/31/2024
Ameriprise Financial Inc.22,788$2,074 12/31/2023
     GLTR22,788$2,074 12/31/2023
Congress Wealth Management LLC DE 21,605$2,063 03/31/2024
     GLTR21,605$2,063 03/31/2024
Treynor Bancshares Inc.20,097$1,829 12/31/2023
     GLTR20,097$1,829 12/31/2023
Focus Financial Network Inc.15,565$1,613 03/31/2024
     GLTR15,565$1,613 03/31/2024
Advisor Group Holdings Inc.16,053$1,533 03/31/2024
     GLTR16,053$1,533 03/31/2024
FLC Capital Advisors15,110$1,443 03/31/2024
     GLTR15,110$1,443 03/31/2024
J.W. Cole Advisors Inc.14,513$1,398 03/31/2024
     GLTR14,513$1,398 03/31/2024
Walkner Condon Financial Advisors LLC14,061$1,343 03/31/2024
     GLTR14,061$1,343 03/31/2024
Cambridge Investment Research Advisors Inc.12,028$1,149 03/31/2024
     GLTR12,028$1,149 03/31/2024
TAP Consulting LLC9,602$917 03/31/2024
     GLTR9,602$917 03/31/2024
Merit Financial Group LLC9,209$914 03/31/2024
     GLTR9,209$914 03/31/2024

See All: Funds Holding GLTR
See Details: Top 10 Hedge Funds Holding GLTR
Also See: GLTR Holdings Changes

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