GLOF Institutional Ownership & Shareholders
ISHARES GLOBAL EQUITY FACTOR (GLOF) is currently held by 61 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $123.06M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Goldstone Financial Group, Llc is currently the largest disclosed institutional shareholder of GLOF tracked by InsiderSet, reporting ownership valued at approximately $19.92M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $20.09M, representing an estimated gain of +0.84% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 73% of the total disclosed GLOF value among the investors covered in this analysis. Major shareholders include Goldstone Financial Group, Llc, Jpmorgan Chase & Co, Waverly Advisors, Llc, and several other long-term asset managers with concentrated positions in ISHARES GLOBAL EQUITY FACTOR (GLOF).
This page ranks the largest institutional GLOF shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
61
Total Reported Value
$123.06M
Largest Holder
Goldstone Financial Group, Llc
Largest Position
$19.92M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
76
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Goldstone Financial Group, Llc | 1.82% | 338,741 | $19,921,946 | $20,089,171 | +$167,225 | +0.84% | |
| Jpmorgan Chase & Co | 0.00% | 240,806 | $14,082,353 | $14,281,096 | +$198,743 | +1.41% | |
| Waverly Advisors, Llc | 0.08% | 237,226 | $13,951,668 | $14,068,783 | +$117,115 | +0.84% | |
| Ameriprise Financial Inc | 0.00% | 180,446 | $10,612,942 | $10,701,422 | +$88,480 | +0.83% | |
| Empowered Funds, Llc | 0.05% | 172,322 | $10,134,567 | $10,219,625 | +$85,058 | +0.84% | |
| Dgs Capital Management, Llc | 1.28% | 149,243 | $7,778,569 | $8,850,916 | +$1,072,347 | +13.79% | |
| Ignite Planners, Llc | 0.64% | 80,984 | $4,911,382 | $4,802,789 | -$108,593 | -2.21% | |
| Wells Fargo & Company/Mn | 0.00% | 57,649 | $3,390,465 | $3,418,897 | +$28,432 | +0.84% | |
| Hsbc Holdings Plc | 0.00% | 49,167 | $2,891,600 | $2,915,869 | +$24,269 | +0.84% | |
| Daymark Wealth Partners, Llc | 0.06% | 41,261 | $2,426,624 | $2,447,000 | +$20,376 | +0.84% | |
| 5T Wealth, Llc | 0.90% | 41,242 | $2,425,517 | $2,445,873 | +$20,356 | +0.84% | |
| 3Chopt Investment Partners, Llc | 0.41% | 38,089 | $2,310,098 | $2,258,883 | -$51,215 | -2.22% | |
| Shp Wealth Management | 0.14% | 35,499 | $2,087,766 | $2,105,282 | +$17,516 | +0.84% | |
| Camarda Financial Advisors, Llc | 0.62% | 34,810 | $2,047,258 | $2,064,421 | +$17,163 | +0.84% | |
| Composition Wealth, Llc | 0.02% | 32,475 | $1,909,913 | $1,925,943 | +$16,030 | +0.84% | |
| Creative Planning | 0.00% | 30,346 | $1,840,460 | $1,799,682 | -$40,778 | -2.22% | |
| Darwin Wealth Management, Llc | 0.49% | 30,379 | $1,786,701 | $1,801,639 | +$14,938 | +0.84% | |
| Citadel Advisors Llc | 0.00% | 29,158 | $1,714,834 | $1,729,227 | +$14,393 | +0.84% | |
| Lpl Financial Llc | 0.00% | 28,417 | $1,671,268 | $1,685,282 | +$14,014 | +0.84% | |
| Raymond James Financial Inc | 0.00% | 26,578 | $1,563,100 | $1,576,219 | +$13,119 | +0.84% | |
| Lifegoal Investments, Llc | 0.43% | 23,321 | $1,414,430 | $1,383,061 | -$31,369 | -2.22% | |
| Commonwealth Equity Services, Llc | 0.00% | 17,231 | $1,045,040 | $1,021,891 | -$23,149 | -2.22% | |
| Rockefeller Capital Management L.P. | 0.00% | 16,363 | $962,388 | $970,414 | +$8,026 | +0.83% | |
| Newedge Advisors, Llc | 0.00% | 15,568 | $915,603 | $923,266 | +$7,663 | +0.84% | |
| Modern Wealth Management, Llc | 0.01% | 15,136 | $890,150 | $897,647 | +$7,497 | +0.84% | |
| Vise Technologies, Inc. | 0.01% | 14,104 | $855,429 | $836,443 | -$18,986 | -2.22% | |
| Jane Street Group, Llc | 0.00% | 12,669 | $745,087 | $751,340 | +$6,253 | +0.84% | |
| Bank Of America Corp | 0.00% | 12,586 | $740,195 | $746,418 | +$6,223 | +0.84% | |
| Jmn Financial Llc | 0.45% | 9,852 | $579,443 | $584,277 | +$4,834 | +0.83% | |
| Envestnet Asset Management Inc | 0.00% | 9,088 | $534,485 | $538,967 | +$4,482 | +0.84% | |
| Ashton Thomas Securities, Llc | 0.05% | 8,500 | $515,525 | $504,096 | -$11,429 | -2.22% | |
| Triad Wealth Partners, Llc | 0.02% | 7,378 | $447,476 | $437,555 | -$9,921 | -2.22% | |
| Lake Street Private Wealth, Llc | 0.05% | 7,245 | $439,409 | $429,668 | -$9,741 | -2.22% | |
| Sym Financial Corp | 0.03% | 6,415 | $389,070 | $380,444 | -$8,626 | -2.22% | |
| Worth Financial Advisory Group, Llc | 0.15% | 6,166 | $373,968 | $365,677 | -$8,291 | -2.22% | |
| Osaic Holdings, Inc. | 0.00% | 5,308 | $312,638 | $314,793 | +$2,155 | +0.69% | |
| Waddell & Associates, Llc | 0.01% | 4,591 | $270,005 | $272,271 | +$2,266 | +0.84% | |
| Wbh Advisory Inc | 0.02% | 4,348 | $255,714 | $257,860 | +$2,146 | +0.84% | |
| Northrock Partners, Llc | 0.00% | 4,326 | $254,420 | $256,555 | +$2,135 | +0.84% | |
| Cohalo Advisory Llc | 13.40% | 4,026 | $244,231 | $238,764 | -$5,467 | -2.24% | |
| M Wealth Management, Llc | 0.19% | 4,008 | $243,076 | $237,696 | -$5,380 | -2.21% | |
| Arq Wealth Advisors, Llc | 0.03% | 3,671 | $222,647 | $217,710 | -$4,937 | -2.22% | |
| Morgan Stanley | 0.00% | 3,230 | $189,962 | $191,556 | +$1,594 | +0.84% | |
| Farther Finance Advisors, Llc | 0.00% | 2,278 | $138,161 | $135,098 | -$3,063 | -2.22% | |
| Whittier Trust Co Of Nevada Inc | 0.00% | 2,340 | $137,662 | $138,775 | +$1,113 | +0.81% | |
| Fifth Third Bancorp | 0.00% | 2,266 | $133,268 | $134,386 | +$1,118 | +0.84% | |
| Elevated Capital Advisors, Llc | 0.02% | 1,138 | $66,928 | $67,490 | +$562 | +0.84% | |
| Tfc Financial Management, Inc. | 0.01% | 906 | $54,949 | $53,731 | -$1,218 | -2.22% | |
| Bank Of Montreal | 0.00% | 830 | $48,814 | $49,223 | +$409 | +0.84% | |
| Fmr Llc | 0.00% | 744 | $43,785 | $44,123 | +$338 | +0.77% |
Frequently asked questions about GLOF
Who are the largest institutional holders of GLOF?
The largest institutional holders of GLOF reported in the latest SEC Form 13F filings include Goldstone Financial Group, Llc, Jpmorgan Chase & Co, Waverly Advisors, Llc, Ameriprise Financial Inc, and Empowered Funds, Llc. InsiderSet ranks institutional holders by their latest reported GLOF position.
What is GLOF institutional ownership?
This page tracks GLOF positions reported by institutional investment managers through SEC Form 13F. ISHARES GLOBAL EQUITY FACTOR (GLOF) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own GLOF?
InsiderSet currently tracks 61 institutional managers reporting GLOF holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of GLOF shareholders.
How much GLOF stock do institutions own?
Institutional investment managers disclosed approximately $123.06M in GLOF holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was GLOF institutional ownership last updated?
The latest GLOF institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional GLOF holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its GLOF position after the reporting date.
Are institutions buying or selling GLOF?
Institutional buying and selling can be analyzed by comparing GLOF positions across consecutive 13F reporting periods. InsiderSet's GLOF Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View GLOF ownership changes.
How has GLOF institutional ownership changed over time?
InsiderSet tracks GLOF institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.