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 $122.76M in GLOF holdings during the latest filing period.
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 $20.37M, representing an estimated gain of +2.23% 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
62
Total Reported Value
$122.76M
Largest Holder
Goldstone Financial Group, Llc
Largest Position
$19.92M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
74
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 | $20,366,803 | +$444,857 | +2.23% | |
| Jpmorgan Chase & Co | 0.00% | 240,806 | $14,082,353 | $14,478,461 | +$396,108 | +2.81% | |
| Waverly Advisors, Llc | 0.08% | 237,226 | $13,951,668 | $14,263,213 | +$311,545 | +2.23% | |
| Ameriprise Financial Inc | 0.00% | 180,446 | $10,612,942 | $10,849,316 | +$236,374 | +2.23% | |
| Empowered Funds, Llc | 0.05% | 172,322 | $10,134,567 | $10,360,860 | +$226,293 | +2.23% | |
| Dgs Capital Management, Llc | 1.28% | 149,243 | $7,778,569 | $8,973,235 | +$1,194,666 | +15.36% | |
| Ignite Planners, Llc | 0.69% | 84,960 | $5,000,178 | $5,108,220 | +$108,042 | +2.16% | |
| Wells Fargo & Company/Mn | 0.00% | 57,649 | $3,390,465 | $3,466,146 | +$75,681 | +2.23% | |
| Hsbc Holdings Plc | 0.00% | 49,167 | $2,891,600 | $2,956,166 | +$64,566 | +2.23% | |
| Daymark Wealth Partners, Llc | 0.06% | 41,261 | $2,426,624 | $2,480,818 | +$54,194 | +2.23% | |
| 5T Wealth, Llc | 0.90% | 41,242 | $2,425,517 | $2,479,675 | +$54,158 | +2.23% | |
| 3Chopt Investment Partners, Llc | 0.42% | 38,369 | $2,256,550 | $2,306,936 | +$50,386 | +2.23% | |
| Shp Wealth Management | 0.14% | 35,499 | $2,087,766 | $2,134,377 | +$46,611 | +2.23% | |
| Camarda Financial Advisors, Llc | 0.62% | 34,810 | $2,047,258 | $2,092,951 | +$45,693 | +2.23% | |
| Composition Wealth, Llc | 0.02% | 32,475 | $1,909,913 | $1,952,559 | +$42,646 | +2.23% | |
| Axxcess Wealth Management, Llc | 0.03% | 30,380 | $1,786,701 | $1,826,598 | +$39,897 | +2.23% | |
| Darwin Wealth Management, Llc | 0.49% | 30,379 | $1,786,701 | $1,826,537 | +$39,836 | +2.23% | |
| Citadel Advisors Llc | 0.00% | 29,158 | $1,714,834 | $1,753,125 | +$38,291 | +2.23% | |
| Lpl Financial Llc | 0.00% | 28,417 | $1,671,268 | $1,708,572 | +$37,304 | +2.23% | |
| Raymond James Financial Inc | 0.00% | 26,578 | $1,563,100 | $1,598,002 | +$34,902 | +2.23% | |
| Lifegoal Investments, Llc | 0.65% | 24,288 | $1,428,415 | $1,460,316 | +$31,901 | +2.23% | |
| Commonwealth Equity Services, Llc | 0.00% | 16,473 | $968,780 | $990,439 | +$21,659 | +2.24% | |
| Rockefeller Capital Management L.P. | 0.00% | 16,363 | $962,388 | $983,825 | +$21,437 | +2.23% | |
| Newedge Advisors, Llc | 0.00% | 15,568 | $915,603 | $936,026 | +$20,423 | +2.23% | |
| Modern Wealth Management, Llc | 0.01% | 15,136 | $890,150 | $910,052 | +$19,902 | +2.24% | |
| Vise Technologies, Inc. | 0.01% | 14,258 | $838,559 | $857,262 | +$18,703 | +2.23% | |
| Jane Street Group, Llc | 0.00% | 12,669 | $745,087 | $761,724 | +$16,637 | +2.23% | |
| Bank Of America Corp | 0.00% | 12,586 | $740,195 | $756,733 | +$16,538 | +2.23% | |
| Jmn Financial Llc | 0.45% | 9,852 | $579,443 | $592,352 | +$12,909 | +2.23% | |
| Envestnet Asset Management Inc | 0.00% | 9,088 | $534,485 | $546,416 | +$11,931 | +2.23% | |
| Lake Street Private Wealth, Llc | 0.06% | 8,952 | $526,483 | $538,239 | +$11,756 | +2.23% | |
| Triad Wealth Partners, Llc | 0.03% | 7,661 | $457,843 | $460,618 | +$2,775 | +0.61% | |
| Sym Financial Corp | 0.03% | 6,415 | $377,278 | $385,702 | +$8,424 | +2.23% | |
| Worth Financial Advisory Group, Llc | 0.15% | 6,011 | $353,518 | $361,411 | +$7,893 | +2.23% | |
| Osaic Holdings, Inc. | 0.00% | 5,308 | $312,638 | $319,144 | +$6,506 | +2.08% | |
| Waddell & Associates, Llc | 0.01% | 4,591 | $270,005 | $276,034 | +$6,029 | +2.23% | |
| Wbh Advisory Inc | 0.02% | 4,348 | $255,714 | $261,424 | +$5,710 | +2.23% | |
| Northrock Partners, Llc | 0.00% | 4,326 | $254,420 | $260,101 | +$5,681 | +2.23% | |
| Cohalo Advisory Llc | 14.32% | 4,026 | $236,828 | $242,063 | +$5,235 | +2.21% | |
| M Wealth Management, Llc | 0.19% | 4,009 | $235,768 | $241,041 | +$5,273 | +2.24% | |
| Wealthplan Investment Management, Llc | 0.01% | 3,965 | $233,189 | $238,396 | +$5,207 | +2.23% | |
| Arq Wealth Advisors, Llc | 0.03% | 3,691 | $218,096 | $221,921 | +$3,825 | +1.75% | |
| Morgan Stanley | 0.00% | 3,230 | $189,962 | $194,204 | +$4,242 | +2.23% | |
| Farther Finance Advisors, Llc | 0.00% | 2,840 | $166,902 | $170,755 | +$3,853 | +2.31% | |
| Whittier Trust Co Of Nevada Inc | 0.00% | 2,340 | $137,662 | $140,693 | +$3,031 | +2.20% | |
| Fifth Third Bancorp | 0.00% | 2,266 | $133,268 | $136,243 | +$2,975 | +2.23% | |
| Elevated Capital Advisors, Llc | 0.02% | 1,138 | $66,928 | $68,422 | +$1,494 | +2.23% | |
| Tfc Financial Management, Inc. | 0.01% | 906 | $53,284 | $54,473 | +$1,189 | +2.23% | |
| Bank Of Montreal | 0.00% | 830 | $48,814 | $49,904 | +$1,090 | +2.23% | |
| Fmr Llc | 0.00% | 744 | $43,785 | $44,733 | +$948 | +2.17% |
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.