FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,167.79-0.13%
XLE56.800.05%
STOXX50E5,860.32-0.39%
XLF51.820.02%
FTSE10,321.09-0.56%
IXIC24,887.100.20%
RUT2,788.190.04%
GSPC7,173.910.12%
Temp30.1°C
UV0.3
Feels35.4°C
Humidity59%
Wind10.4 km/h
Air QualityAQI 1
Cloud Cover50%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time6:29 PM
13F QoQ Ownership Changes

GLP-PB Institutional Holders

Period 2025-12-31 · prior 2025-09-30 · 9 new · 29 added · 60 reduced · 13 exited

New Positions(9)

ManagerSharesΔ SharesValueΔ Value% Δ
GROUP ONE TRADING LLC19,772+19,772$827.5K+$827.5K
Mariner, LLC8,382+8,382$350.8K+$350.8K
EARNED WEALTH ADVISORS, LLC5,233+5,233$219.0K+$219.0K
Smartleaf Asset Management LLC2,000+2,000$85.3K+$85.3K
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC975+975$40.8K+$40.8K
BlackRock, Inc.783+783$32.8K+$32.8K
Garton & Associates Financial Advisors LLC703+703$29.4K+$29.4K
McMillan Office, Inc.700+700$29.3K+$29.3K
BARCLAYS PLC197+197$8.2K+$8.2K

Added To(29)

ManagerSharesΔ SharesValueΔ Value% Δ
ALPS ADVISORS INC5,999,844+277,875$251.1M-$23.6M4.8%
Blackstone Inc.240,717+13,613$10.1M-$827.0K6.0%
MORGAN STANLEY513,420+77,886$21.5M+$581.0K17.9%
GOLDMAN SACHS GROUP INC608,283+67,337$25.5M-$508.8K12.4%
CITIGROUP INC13,336+11,984$558.1K+$493.2K886.4%
JPMORGAN CHASE & CO440,167+50,890$18.4M-$264.3K13.1%
SPINNAKER TRUST11,446+6,596$479.0K+$246.2K136.0%
ING GROEP NV35,700+8,700$1.5M+$198.0K32.2%
State of Wyoming7,215+4,911$301.9K+$191.4K213.2%
Leo Wealth, LLC14,500+4,500$606.8K+$126.8K45.0%
Creative Planning16,053+10$671.8K-$98.3K0.1%
HighTower Advisors, LLC16,876+150$706.3K-$96.6K0.9%
OSAIC HOLDINGS, INC.9,788+3,788$409.7K+$95.3K63.1%
UNITED CAPITAL FINANCIAL ADVISORS, LLC16,406+276$686.6K-$87.6K1.7%
Bramshill Investments, LLC14,840+103$621.1K-$86.3K0.7%
Gilman Hill Asset Management, LLC47,982+4,390$2.0M-$84.4K10.1%
Rockefeller Capital Management L.P.10,693+25$447.5K-$64.5K0.2%
LPL Financial LLC14,764+973$617.9K-$44.1K7.0%
FIRST TRUST ADVISORS LP55,033+6,195$2.3M-$41.1K12.7%
INFRASTRUCTURE CAPITAL ADVISORS, LLC107,681+8,694$4.5M+$31.2K8.8%
Stratos Wealth Advisors, LLC5,065+58$212.0K-$28.4K1.1%
EVOLUTION WEALTH MANAGEMENT INC.690+345$31.0K+$14.4K100.0%
Russell Investments Group, Ltd.307+257$12.8K+$10.4K514.0%
Manchester Capital Management LLC1,097+18$45.9K-$5.9K1.7%
JONES FINANCIAL COMPANIES LLLP686+82$28.7K-$1.5K13.6%
GSA CAPITAL PARTNERS LLP30,850+20,060$1.3K+$773185.9%
Cambridge Investment Research Advisors, Inc.33,267+1,530$1.4K-$1314.8%
Susquehanna Portfolio Strategies, LLC4,898+625$205.0K-$12314.6%
Founders Capital Management9+1$359-$4612.5%

Reduced(60)

ManagerSharesΔ SharesValueΔ Value% Δ
Royal Bank of Canada222,942-240,857$9.3M-$15.3M-51.9%
Invesco Ltd.2,205,184-8,906$92.3M-$14.0M-0.4%
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.1,922,186-15,709$80.4M-$12.6M-0.8%
Pallas Capital Advisors LLC1,627,9730$68.1M-$10.0M0.0%
UBS Group AG173,886-61,138$7.3M-$4.0M-26.0%
Hartree Partners, LP508,0800$21.3M-$3.1M0.0%
JANE STREET GROUP, LLC8,700-48,094$364.1K-$2.4M-84.7%
SUSQUEHANNA INTERNATIONAL GROUP, LLP14,373-42,251$601.5K-$2.1M-74.6%
CITADEL ADVISORS LLC61,894-35,959$2.6M-$2.1M-36.7%
Fractal Investments LLC195,2340$8.2M-$1.2M0.0%
Waverly Advisors, LLC63,149-16,677$2.6M-$1.2M-20.9%
BANK OF AMERICA CORP /DE/123,849-7,914$5.2M-$1.1M-6.0%
RAYMOND JAMES FINANCIAL INC131,492-2,162$5.5M-$912.4K-1.6%
COMMONWEALTH EQUITY SERVICES, LLC21,099-281$883.0K+$882.0K-1.3%
NATIXIS109,8000$4.6M-$675.3K0.0%
WELLS FARGO & COMPANY/MN95,869-829$4.0M-$629.4K-0.8%
Proficio Capital Partners LLC100,0000$4.2M-$615.0K0.0%
CASCADE INVESTMENT GROUP, INC.42,490-4,287$1.8M-$467.1K-9.2%
Cetera Investment Advisers53,406-1,624$2.2M-$406.4K-3.0%
EXCHANGE TRADED CONCEPTS, LLC25,653-4,441$1.1M-$370.9K-14.8%
BNP PARIBAS FINANCIAL MARKETS17,224-3,849$720.8K-$290.7K-18.3%
WELCH & FORBES LLC37,4200$1.6M-$230.1K0.0%
STIFEL FINANCIAL CORP34,726-31$1.5M-$215.0K-0.1%
Moors & Cabot, Inc.21,575-1,500$902.9K-$204.7K-6.5%
KAYNE ANDERSON CAPITAL ADVISORS LP31,9250$1.3M-$196.3K0.0%
Focus Partners Wealth23,373-926$978.2K-$188.2K-3.8%
TORTOISE CAPITAL ADVISORS, L.L.C.24,3620$1.0M-$149.8K0.0%
Farther Finance Advisors, LLC17,184-143$719.2K-$112.5K-0.8%
Kingsview Wealth Management, LLC18,0000$753.3K-$110.7K0.0%
AMERICAN FINANCIAL GROUP INC17,5000$732.4K-$107.6K0.0%
BALDWIN WEALTH PARTNERS LLC/MA17,0000$711.5K-$104.5K0.0%
Apollon Wealth Management, LLC11,3300$474.2K-$69.7K0.0%
Cerity Partners LLC11,1340$466.0K-$68.5K0.0%
Adams Asset Advisors, LLC9,8600$412.6K-$60.6K0.0%
BEACON INVESTMENT ADVISORY SERVICES, INC.7,000-300$292.9K-$57.5K-4.1%
WEALTH EFFECTS LLC9,0000$376.6K-$55.4K0.0%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC7,7480$316.1K-$41.8K0.0%
BROWN ADVISORY INC6,0000$251.1K-$36.9K0.0%
G&S Capital LLC5,9820$250.3K-$36.8K0.0%
Kestra Advisory Services, LLC5,545-48$232.0K-$36.4K-0.8%
Tower Research Capital LLC (TRC)100-716$4.2K-$35.0K-87.7%
Granite Bay Wealth Management, LLC5,0000$209.3K-$30.8K0.0%
Geneos Wealth Management Inc.4,2450$177.7K-$26.1K0.0%
PIN OAK INVESTMENT ADVISORS INC4200$20-$20.1K0.0%
FIRST HORIZON CORP2,5000$104.6K-$15.4K0.0%
US BANCORP \DE\1,9340$80.9K-$11.9K0.0%
Steward Partners Investment Advisory, LLC8000$33.5K-$4.9K0.0%
ARMSTRONG ADVISORY GROUP, INC5370$22.5K-$3.3K0.0%
Spire Wealth Management5000$20.9K-$3.1K0.0%
Core Alternative Capital4000$16.7K-$2.5K0.0%
Vermillion Wealth Management, Inc.3280$13.7K-$2.0K0.0%
MARK SHEPTOFF FINANCIAL PLANNING, LLC2000$8.4K-$1.2K0.0%
HHM Wealth Advisors, LLC2000$8.4K-$1.2K0.0%
CIBC Private Wealth Group LLC1000$4.2K-$6150.0%
TD Waterhouse Canada Inc.640$2.7K-$3870.0%
Federation des caisses Desjardins du Quebec100$419-$610.0%
Blue Trust, Inc.50$209-$310.0%
HUNTINGTON NATIONAL BANK10$42-$60.0%
Avion Wealth5000$20-$40.0%
CWM, LLC580$2-$10.0%

Sold Out(13)

ManagerSharesΔ SharesValueΔ Value% Δ
TWIN FOCUS CAPITAL PARTNERS, LLC0-22,000$0-$1.1M
Lee Financial Co0-18,800$0-$902.4K
SANDERS MORRIS HARRIS LLC0-15,500$0-$744.0K
South Street Advisors LLC0-5,750$0-$276.0K
Tradition Wealth Management, LLC0-5,500$0-$264.0K
Jump Financial, LLC0-5,400$0-$259.2K
Connecticut Wealth Management, LLC0-4,325$0-$207.6K
MGO ONE SEVEN LLC0-4,240$0-$203.5K
PNC Financial Services Group, Inc.0-1,000$0-$48.0K
Ameritas Advisory Services, LLC0-124$0-$5.9K
Atlantic Union Bankshares Corp0-83$0-$4.0K
Virtu Financial LLC0-5,720$0-$275
SIMPLEX TRADING, LLC0-717$0-$34