GLOF · iShares Global Equity Factor ETF ETF

Alerts for GLOF

$61.70 -0.06 (-0.10%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 2

Total Value: $2,969,417

Total Shares: 50,490

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 2 13F filers · Δ vs Mar 31, 2026

Top Holder

57.8%

+43.1 pts

Top 5

100.0%

+44.3 pts

Top 10

100.0%

+28.8 pts

HHI

5,120

Highly concentrated+4,370

Quarterly Activity

vs Mar 31, 2026

New

1

Increased

0

Decreased

1

Sold Out

67

Unchanged

0

Holder count: -66

Institutional value: -96.8%

Shares held: -97.2%

Top Buyers

vs Mar 31, 2026

No qualifying movers this quarter.

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds	Open
Small MLG Wealth Management DBA Pine Grove Financial Group	−910	21,332

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)	Open
Mega CITADEL ADVISORS LLC	29,158	$1,714,840

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)	Open
Mega JPMORGAN CHASE & CO	261,207	$13,614,107
Mid Waverly Advisors, LLC	257,783	$13,435,649
Large Empowered Funds, LLC	166,125	$8,658,435
Small Goldstone Financial Group, LLC	156,366	$8,149,795
Small DGS Capital Management, LLC	149,243	$7,778,545

Filter: New 1 Increased 0 Reduced 1 Sold out 67 Unchanged 0

Showing 2 of 2

All Common Calls Puts

Compact Export CSV

CITADEL ADVISORS LLC GLOF

$1,714,840

57.75%

29,158

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	29,158	$1,714,840	100.0%	Defined

MLG Wealth Management DBA Pine Grove Financial Group GLOF

$1,254,577

42.25%

21,332

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
55I, LLC	261,207	$13,614,107	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Warren Street Wealth Advisors	166,125	$8,658,435	100.0%	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	52,781	$2,750,945	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	50,978	$2,656,973	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
HSBC Bank USA, N.A.	46,551	$2,426,238	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	28,922	$1,507,414	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Ameriprise Financial Services, LLC joint	15,517	$808,745	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	8,916	$464,701	73.8%	Defined
WELLS FARGO CLEARING SERVICES, LLC	3,168	$165,116	26.2%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	3,460	$180,335	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY SMITH BARNEY LLC	3,350	$174,602	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fifth Third Bank, National Association	2,561	$133,479	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
55I, LLC	1,371	$71,456	100.0%	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ROCKEFELLER FINANCIAL LLC	1,306	$68,068	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BMO Bank N.A.	830	$43,259	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	493	$25,695	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STRATEGIC ADVISERS LLC	379	$19,753	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
National Bank Financial Inc.	78	$4,065	100.0%	Defined