ISHARES GLOBAL EQUITY FACTOR (GLOF) Institutional Shareholders
ISHARES GLOBAL EQUITY FACTOR (GLOF) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $81.64M in GLOF holdings during the latest filing period.
Waverly Advisors, Llc is currently the largest disclosed institutional shareholder of GLOF tracked by InsiderSet, reporting ownership valued at approximately $13.44M in its March 31, 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 $15.66M, representing an estimated gain of +16.58% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 68% of the total disclosed GLOF value among the investors covered in this analysis. Major shareholders include Waverly Advisors, Llc, Empowered Funds, Llc, Goldstone Financial Group, 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
65
Total Reported Value
$81.64M
Largest Holder
Waverly Advisors, Llc
Largest Position
$13.44M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
72
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Waverly Advisors, Llc | 0.10% | 257,783 | $13,435,720 | $15,663,101 | +$2,227,381 | +16.58% | |
| Empowered Funds, Llc | 0.06% | 166,125 | $8,658,485 | $10,093,888 | +$1,435,403 | +16.58% | |
| Goldstone Financial Group, Llc | 0.88% | 156,366 | $8,149,843 | $9,500,923 | +$1,351,080 | +16.58% | |
| Dgs Capital Management, Llc | 1.28% | 149,243 | $7,778,569 | $9,068,124 | +$1,289,555 | +16.58% | |
| Ignite Planners, Llc | 0.69% | 84,960 | $5,000,178 | $5,162,238 | +$162,060 | +3.24% | |
| Raymond James Financial Inc | 0.00% | 52,781 | $2,750,962 | $3,207,016 | +$456,054 | +16.58% | |
| Bank Of America Corp | 0.00% | 50,978 | $2,656,973 | $3,097,464 | +$440,491 | +16.58% | |
| Daymark Wealth Partners, Llc | 0.06% | 41,261 | $2,426,624 | $2,507,051 | +$80,427 | +3.31% | |
| Hsbc Holdings Plc | 0.00% | 46,551 | $2,426,252 | $2,828,476 | +$402,224 | +16.58% | |
| 5T Wealth, Llc | 0.90% | 41,242 | $2,425,517 | $2,505,897 | +$80,380 | +3.31% | |
| 3Chopt Investment Partners, Llc | 0.42% | 38,369 | $2,256,550 | $2,331,331 | +$74,781 | +3.31% | |
| Camarda Financial Advisors, Llc | 1.03% | 37,691 | $1,964,483 | $2,290,135 | +$325,652 | +16.58% | |
| Composition Wealth, Llc | 0.02% | 32,475 | $1,909,913 | $1,973,207 | +$63,294 | +3.31% | |
| Axxcess Wealth Management, Llc | 0.03% | 30,380 | $1,786,701 | $1,845,913 | +$59,212 | +3.31% | |
| Darwin Wealth Management, Llc | 0.49% | 30,379 | $1,786,701 | $1,845,852 | +$59,151 | +3.31% | |
| Creative Planning | 0.00% | 32,138 | $1,675,065 | $1,952,731 | +$277,666 | +16.58% | |
| Jane Street Group, Llc | 0.00% | 28,922 | $1,507,423 | $1,757,324 | +$249,901 | +16.58% | |
| Lifegoal Investments, Llc | 0.65% | 24,288 | $1,428,415 | $1,475,758 | +$47,343 | +3.31% | |
| Lpl Financial Llc | 0.00% | 26,502 | $1,381,274 | $1,610,283 | +$229,009 | +16.58% | |
| Commonwealth Equity Services, Llc | 0.00% | 16,473 | $968,780 | $1,000,913 | +$32,133 | +3.32% | |
| Jmn Financial Llc | 0.47% | 17,973 | $942,566 | $1,092,054 | +$149,488 | +15.86% | |
| Shp Wealth Management | 0.07% | 17,645 | $919,661 | $1,072,124 | +$152,463 | +16.58% | |
| Ameriprise Financial Inc | 0.00% | 15,517 | $808,640 | $942,825 | +$134,185 | +16.59% | |
| Modern Wealth Management, Llc | 0.01% | 15,010 | $791,312 | $912,020 | +$120,708 | +15.25% | |
| Wells Fargo & Company/Mn | 0.00% | 12,084 | $629,810 | $734,234 | +$104,424 | +16.58% | |
| Envestnet Asset Management Inc | 0.00% | 9,088 | $534,485 | $552,194 | +$17,709 | +3.31% | |
| Lake Street Private Wealth, Llc | 0.06% | 9,505 | $495,403 | $577,531 | +$82,128 | +16.58% | |
| Triad Wealth Partners, Llc | 0.03% | 7,337 | $382,407 | $445,802 | +$63,395 | +16.58% | |
| Sym Financial Corp | 0.03% | 6,415 | $377,278 | $389,781 | +$12,503 | +3.31% | |
| Worth Financial Advisory Group, Llc | 0.15% | 6,011 | $353,518 | $365,233 | +$11,715 | +3.31% | |
| Wbh Advisory Inc | 0.02% | 5,872 | $309,572 | $356,787 | +$47,215 | +15.25% | |
| Waddell & Associates, Llc | 0.01% | 4,591 | $270,005 | $278,953 | +$8,948 | +3.31% | |
| Cohalo Advisory Llc | 14.32% | 4,026 | $236,828 | $244,623 | +$7,795 | +3.29% | |
| M Wealth Management, Llc | 0.19% | 4,009 | $235,768 | $243,590 | +$7,822 | +3.32% | |
| Wealthplan Investment Management, Llc | 0.01% | 3,965 | $233,189 | $240,917 | +$7,728 | +3.31% | |
| Northrock Partners, Llc | 0.00% | 4,326 | $225,472 | $262,851 | +$37,379 | +16.58% | |
| Arq Wealth Advisors, Llc | 0.03% | 3,691 | $218,096 | $224,268 | +$6,172 | +2.83% | |
| Osaic Holdings, Inc. | 0.00% | 3,460 | $180,450 | $210,232 | +$29,782 | +16.50% | |
| Morgan Stanley | 0.00% | 3,350 | $174,603 | $203,549 | +$28,946 | +16.58% | |
| Farther Finance Advisors, Llc | 0.00% | 2,840 | $166,902 | $172,561 | +$5,659 | +3.39% | |
| Whittier Trust Co Of Nevada Inc | 0.00% | 2,340 | $137,662 | $142,180 | +$4,518 | +3.28% | |
| Fifth Third Bancorp | 0.00% | 2,561 | $133,480 | $155,608 | +$22,128 | +16.58% | |
| Advisory Services Network, Llc | 0.00% | 1,371 | $71,457 | $83,303 | +$11,846 | +16.58% | |
| Rockefeller Capital Management L.P. | 0.00% | 1,306 | $68,069 | $79,354 | +$11,285 | +16.58% | |
| Elevated Capital Advisors, Llc | 0.02% | 1,138 | $66,928 | $69,146 | +$2,218 | +3.31% | |
| Tfc Financial Management, Inc. | 0.01% | 906 | $53,284 | $55,049 | +$1,765 | +3.31% | |
| Bank Of Montreal | 0.00% | 830 | $43,260 | $50,431 | +$7,171 | +16.58% | |
| Harbour Investments, Inc. | 0.00% | 724 | $37,735 | $43,991 | +$6,256 | +16.58% | |
| Mai Capital Management | 0.00% | 600 | $31,282 | $36,456 | +$5,174 | +16.54% | |
| Royal Bank Of Canada | 0.00% | 493 | $26,000 | $29,955 | +$3,955 | +15.21% |
Frequently asked questions about GLOF
Who owns the most GLOF stock?
The largest holders of GLOF are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES GLOBAL EQUITY FACTOR (GLOF).
Is GLOF widely held by superinvestors?
Many widely followed stocks like GLOF appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly GLOF is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.