New Positions
11 managers initiated
Top five by reported value
- EVOLVE PRIVATE WEALTH, LLC$835.0K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$249.8K
- Savvy Advisors, Inc.$219.2K
- Vestmark Advisory Solutions, Inc.$158.2K
- DECISION INVESTMENTS, INC$129.0K
Clough Global Opportunities Fund ASE:GLO
Institutional holders, quarter-over-quarter share deltas, and new and closed positions disclosed in Form 13F. Period 2025-12-31 · prior 2025-09-30.
11 new20 added37 reduced2 exited
Total Institutional Holders
68
as of 2025-12-31
Top Holder
MORGAN STANLEY
$22.5M
Largest QoQ Increase
Pathstone Holdings, LLC
+1,464,660 sh
Largest QoQ Decrease
MORGAN STANLEY
-330,904 sh
New Positions(11)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| EVOLVE PRIVATE WEALTH, LLC | 147,528 | +147,528 | $835.0K | +$835.0K | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 44,136 | +44,136 | $249.8K | +$249.8K | — |
| Savvy Advisors, Inc. | 38,730 | +38,730 | $219.2K | +$219.2K | — |
| Vestmark Advisory Solutions, Inc. | 27,950 | +27,950 | $158.2K | +$158.2K | — |
| DECISION INVESTMENTS, INC | 22,790 | +22,790 | $129.0K | +$129.0K | — |
| CITADEL ADVISORS LLC | 20,950 | +20,950 | $118.6K | +$118.6K | — |
| Marex Group plc | 20,000 | +20,000 | $113.2K | +$113.2K | — |
| Allworth Financial LP | 10,000 | +10,000 | $57.0K | +$57.0K | — |
| Aventura Private Wealth, LLC | 7,515 | +7,515 | $40.3K | +$40.3K | — |
| Pinnacle Wealth Planning Services, Inc. | 1,486 | +1,486 | $8.4K | +$8.4K | — |
| IFP Advisors, Inc | 1,386 | +1,386 | $7.9K | +$7.9K | — |
Added To(20)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Pathstone Holdings, LLC | 2,668,288 | +1,464,660 | $15.1M | +$8.2M | 121.7% |
| Saba Capital Management, L.P. | 3,045,940 | +377,341 | $17.2M | +$2.0M | 14.1% |
| Almitas Capital LLC | 790,286 | +298,428 | $4.5M | +$1.7M | 60.7% |
| North Ground Capital | 1,112,636 | +165,274 | $6.3M | +$897.6K | 17.4% |
| Bulldog Investors, LLP | 573,849 | +128,131 | $3.2M | +$707.4K | 28.7% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 3,078,335 | +91,928 | $17.4M | +$400.9K | 3.1% |
| Alpine Global Management, LLC | 553,258 | +49,830 | $3.1M | +$261.9K | 9.9% |
| CoreCap Advisors, LLC | 48,100 | +43,900 | $272.2K | +$248.3K | 1045.2% |
| GUGGENHEIM CAPITAL LLC | 231,326 | +38,998 | $1.3M | +$213.0K | 20.3% |
| WELLS FARGO & COMPANY/MN | 51,101 | +35,098 | $289.2K | +$198.0K | 219.3% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 243,651 | +21,840 | $1.4M | +$114.7K | 9.8% |
| LPL Financial LLC | 66,062 | +15,208 | $373.9K | +$84.0K | 29.9% |
| UBS Group AG | 30,854 | +14,577 | $174.6K | +$81.9K | 89.5% |
| Private Advisor Group, LLC | 712,523 | +16,956 | $4.0M | +$68.1K | 2.4% |
| WOLVERINE ASSET MANAGEMENT LLC | 34,648 | +9,127 | $196.1K | +$50.6K | 35.8% |
| TrueMark Investments, LLC | 199,917 | +4,917 | $1.1M | +$20.0K | 2.5% |
| SeaCrest Wealth Management, LLC | 56,526 | +2,974 | $326.7K | +$16.7K | 5.5% |
| Concurrent Investment Advisors, LLC | 42,658 | +1,084 | $241.4K | +$4.5K | 2.6% |
| STEPHENS INC /AR/ | 15,821 | +409 | $89.5K | +$1.7K | 2.6% |
| B. Riley Wealth Advisors, Inc. | 29,749 | +45 | $168.4K | -$934 | 0.1% |
Reduced(37)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| MORGAN STANLEY | 3,983,568 | -330,904 | $22.5M | -$2.0M | -7.7% |
| Shaker Financial Services, LLC | 144,272 | -183,026 | $816.6K | -$1.0M | -55.9% |
| Royal Bank of Canada | 220,236 | -204,915 | $1.2M | -$948.0K | -48.2% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 92,457 | -52,326 | $534.4K | -$274.9K | -36.1% |
| COMMONWEALTH EQUITY SERVICES, LLC | 34,645 | -8,463 | $196.1K | +$195.8K | -19.6% |
| ADVISOR GROUP HOLDINGS, INC. | 74,841 | -10,618 | $423.6K | -$60.8K | -12.4% |
| Allspring Global Investments Holdings, LLC | 331,036 | -7,797 | $1.9M | -$57.7K | -2.3% |
| JANE STREET GROUP, LLC | 12,590 | -8,356 | $71.3K | -$48.1K | -39.9% |
| Chicago Partners Investment Group LLC | 10,927 | -4,815 | $64.7K | -$27.6K | -30.6% |
| CAPSTONE INVESTMENT ADVISORS, LLC | 560,671 | 0 | $3.2M | -$22.4K | 0.0% |
| RAYMOND JAMES FINANCIAL INC | 26,397 | -3,297 | $149.4K | -$19.9K | -11.1% |
| Matisse Capital | 490,128 | 0 | $2.8M | -$19.6K | 0.0% |
| Verition Fund Management LLC | 421,234 | 0 | $2.4M | -$16.9K | 0.0% |
| COMERICA BANK | 2,047 | -2,157 | $11.6K | -$12.4K | -51.3% |
| WJ Financial Advisors LLC | 21,691 | -1,900 | $122.8K | -$11.7K | -8.1% |
| NewEdge Advisors, LLC | 11,600 | -900 | $65.7K | -$5.6K | -7.2% |
| RPO LLC | 111,479 | 0 | $631.0K | -$4.5K | 0.0% |
| HighTower Advisors, LLC | 14,401 | -487 | $81.5K | -$3.3K | -3.3% |
| Tactive Advisors, LLC | 16,253 | -389 | $92.0K | -$2.9K | -2.3% |
| Aptus Capital Advisors, LLC | 38,730 | 0 | $219.2K | -$1.5K | 0.0% |
| SIT INVESTMENT ASSOCIATES INC | 2,395,751 | -179,752 | $13.6K | -$1.1K | -7.0% |
| Mount Yale Investment Advisors, LLC | 27,950 | 0 | $158.2K | -$1.1K | 0.0% |
| 180 WEALTH ADVISORS, LLC | 11,500 | -100 | $65.1K | -$1.0K | -0.9% |
| 1607 Capital Partners, LLC | 23,802 | 0 | $134.7K | -$952 | 0.0% |
| Patriot Financial Group Insurance Agency, LLC | 20,089 | 0 | $113.7K | -$803 | 0.0% |
| CSS LLC/IL | 20,031 | 0 | $113.4K | -$802 | 0.0% |
| Rockefeller Capital Management L.P. | 8,227 | 0 | $46.6K | -$329 | 0.0% |
| BARRETT & COMPANY, INC. | 4,670 | 0 | $26.4K | -$187 | 0.0% |
| HOLLENCREST CAPITAL MANAGEMENT | 3,500 | 0 | $19.8K | -$140 | 0.0% |
| WPG Advisers, LLC | 766 | -18 | $4.3K | -$133 | -2.3% |
| MCF Advisors LLC | 1,736 | 0 | $9.8K | -$70 | 0.0% |
| HRT FINANCIAL LP | 10,814 | -9,799 | $61 | -$56 | -47.5% |
| Sound Income Strategies, LLC | 107 | 0 | $646 | +$31 | 0.0% |
| Golden State Wealth Management, LLC | 273 | 0 | $1.5K | -$11 | 0.0% |
| ASSETMARK, INC | 88 | 0 | $498 | -$4 | 0.0% |
| BANK OF AMERICA CORP /DE/ | 13,112 | 0 | $74.7K | $0 | 0.0% |
| CWM, LLC | 1,046 | 0 | $6 | $0 | 0.0% |
Sold Out(2)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| MILLENNIUM MANAGEMENT LLC | 0 | -36,000 | $0 | -$205.2K | — |
| Walleye Capital LLC | 0 | -12,790 | $0 | -$72.9K | — |
Top Holders by reported value
Ranked by the dollar value reported on the latest Form 13F. Share counts reflect long positions as of 2025-12-31.
| Manager | Shares | $ Value | Δ Shares | QoQ % |
|---|---|---|---|---|
| MORGAN STANLEY | 3,983,568 | $22.5M | -330,904 | -7.7% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 3,078,335 | $17.4M | +91,928 | 3.1% |
| Saba Capital Management, L.P. | 3,045,940 | $17.2M | +377,341 | 14.1% |
| Pathstone Holdings, LLC | 2,668,288 | $15.1M | +1,464,660 | 121.7% |
| North Ground Capital | 1,112,636 | $6.3M | +165,274 | 17.4% |
| Almitas Capital LLC | 790,286 | $4.5M | +298,428 | 60.7% |
| Private Advisor Group, LLC | 712,523 | $4.0M | +16,956 | 2.4% |
| Bulldog Investors, LLP | 573,849 | $3.2M | +128,131 | 28.7% |
| CAPSTONE INVESTMENT ADVISORS, LLC | 560,671 | $3.2M | 0 | 0.0% |
| Alpine Global Management, LLC | 553,258 | $3.1M | +49,830 | 9.9% |
| Matisse Capital | 490,128 | $2.8M | 0 | 0.0% |
| Verition Fund Management LLC | 421,234 | $2.4M | 0 | 0.0% |
| Allspring Global Investments Holdings, LLC | 331,036 | $1.9M | -7,797 | -2.3% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 243,651 | $1.4M | +21,840 | 9.8% |
| GUGGENHEIM CAPITAL LLC | 231,326 | $1.3M | +38,998 | 20.3% |
| Royal Bank of Canada | 220,236 | $1.2M | -204,915 | -48.2% |
| TrueMark Investments, LLC | 199,917 | $1.1M | +4,917 | 2.5% |
| EVOLVE PRIVATE WEALTH, LLC | 147,528 | $835.0K | +147,528 | — |
| Shaker Financial Services, LLC | 144,272 | $816.6K | -183,026 | -55.9% |
| RPO LLC | 111,479 | $631.0K | 0 | 0.0% |
New & Closed Positions this quarter
Closed Positions
2 managers exited
Top five by prior-quarter value
- MILLENNIUM MANAGEMENT LLC$205.2K
- Walleye Capital LLC$72.9K
Methodology
Form 13F is the SEC's quarterly disclosure for institutional investment managers exercising discretion over $100 million or more in qualifying U.S. equity securities. Managers must file within 45 days of each calendar quarter end, which is why holdings shown here reflect a snapshot at the period date — not real-time positioning.
Quarter-over-quarter deltas compare each manager's most recently reported share count for GLO against its prior-quarter count. New positions are entries where the prior count was zero; closed positions are entries where the current count is zero. Amendments (13F-HR/A) replace prior filings for the same period.
Source: SEC EDGAR Form 13F (XML information tables). Dollar values are as reported by the manager and may use mid-quarter pricing conventions. CUSIP-to-ticker resolution is best-effort.