Mega
CITADEL ADVISORS LLC
GMOI
1
$1,538,370
100.00%
41,044
—
-227,876
-84.7%
Shares
2026-09-02
This filing is a combination report: the position is filed across the managers below.
Mid
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
GMOI
2
$95,753,642
6224.36%
2,642,938
—
Sold Out
Shares
2026-04-15
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
SIGNATURE INVESTMENT ADVISORS LLC
2,000,373
$72,473,513
75.7%
Defined
Held directly
642,565
$23,280,129
24.3%
Sole
Mid
PINNACLE ASSOCIATES LTD
GMOI
$27,442,848
1783.89%
757,462
—
Sold Out
Shares
2026-04-22
Large
HighTower Advisors, LLC
GMOI
$25,705,764
1670.97%
709,516
—
Sold Out
Shares
2026-05-05
Micro
FIDELITY D & D BANCORP INC
Bank
GMOI
$16,131,117
1048.58%
445,242
—
Sold Out
Shares
2026-04-30
Mega
JANE STREET GROUP, LLC
GMOI
1
$13,745,625
893.52%
379,399
—
Sold Out
Shares
2026-05-12
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
379,399
$13,745,625
100.0%
Defined
Micro
Maltin Wealth Management, Inc.
GMOI
$9,484,905
616.56%
261,797
—
Sold Out
Shares
2026-04-21
Mega
ENVESTNET ASSET MANAGEMENT INC
GMOI
$7,562,179
491.57%
208,727
—
Sold Out
Shares
2026-05-04
Large
Grantham, Mayo, Van Otterloo & Co. LLC
GMOI
$3,547,786
230.62%
97,924
—
Sold Out
Shares
2026-05-14
Mega
SUSQUEHANNA INTERNATIONAL GROUP, LLP
GMOI
1
$2,917,384
189.64%
80,524
—
Sold Out
Shares
2026-05-15
This filing is a combination report: the position is filed across the managers below.
Small
Tempus Wealth Planning, LLC
GMOI
$2,852,387
185.42%
78,730
—
Sold Out
Shares
2026-04-29
Small
New England Private Wealth Advisors LLC
GMOI
$2,537,295
164.93%
70,033
—
Sold Out
Shares
2026-05-08
Micro
Pathway Financial Advisors LLC
GMOI
$1,805,449
117.36%
49,833
—
Sold Out
Shares
2026-04-08
Small
Essential Partners LLC
GMOI
$1,415,687
92.03%
39,075
—
Sold Out
Shares
2026-05-21
Mega
LPL Financial LLC
GMOI
$861,658
56.01%
23,783
—
Sold Out
Shares
2026-05-06
Large
Janney Montgomery Scott LLC
GMOI
$857,926
55.77%
23,680
—
Sold Out
Shares
2026-04-22
Mid
KESTRA PRIVATE WEALTH SERVICES, LLC
GMOI
$807,385
52.48%
22,285
—
Sold Out
Shares
2026-04-20
Small
Hara Capital LLC
GMOI
$779,560
50.67%
21,517
—
Sold Out
Shares
2026-05-14
Micro
Orcam Financial Group
GMOI
$762,641
49.57%
21,050
—
Sold Out
Shares
2026-05-12
Mid
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
GMOI
$623,953
40.56%
17,222
—
Sold Out
Shares
2026-05-01
Large
TRUIST FINANCIAL CORP
GMOI
1
$571,455
37.15%
15,773
—
Sold Out
Shares
2026-04-27
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
Truist Advisory Services, Inc.
15,773
$571,455
100.0%
Defined
Mid
Sunbelt Securities, Inc.
Broker-Dealer
GMOI
$559,463
36.37%
15,442
—
Sold Out
Shares
2026-05-18
Mid
Prospera Financial Services Inc
GMOI
$528,233
34.34%
14,580
—
Sold Out
Shares
2026-04-14
Small
Centurion Wealth Management LLC
GMOI
$425,702
27.67%
11,750
—
Sold Out
Shares
2026-04-13
Small
Aspen Investment Management Inc
GMOI
$387,842
25.21%
10,705
—
Sold Out
Shares
2026-04-15
Mid
GTS SECURITIES LLC
Broker-Dealer
GMOI
$337,736
21.95%
9,322
—
Sold Out
Shares
2026-05-15
Large
Sanctuary Advisors, LLC
GMOI
$211,112
13.72%
5,827
—
Sold Out
Shares
2026-05-05
Large
OSAIC HOLDINGS, INC.
GMOI
2
$147,818
9.61%
4,080
—
Sold Out
Shares
2026-05-15
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
OSAIC WEALTH, INC.
2,080
$75,358
51.0%
Defined
Osaic Advisory Services, LLC
2,000
$72,460
49.0%
Defined
Mid
Anchor Investment Management, LLC
GMOI
$72,460
4.71%
2,000
—
Sold Out
Shares
2026-05-01
Large
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
GMOI
$72,460
4.71%
2,000
—
Sold Out
Shares
2026-05-07
Small
Colonial Trust Co / SC
Bank
GMOI
$72,460
4.71%
2,000
—
Sold Out
Shares
2026-05-12
Mid
Farther Finance Advisors, LLC
GMOI
$59,779
3.89%
1,650
—
Sold Out
Shares
2026-04-07
Micro
GILPIN WEALTH MANAGEMENT, LLC
GMOI
$43,476
2.83%
1,200
—
Sold Out
Shares
2026-04-21
Mega
MORGAN STANLEY
GMOI
1
$41,302
2.68%
1,140
—
Sold Out
Shares
2026-05-15
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
1,140
$41,302
100.0%
Defined
Small
Coston, McIsaac & Partners
GMOI
$35,722
2.32%
986
—
Sold Out
Shares
2026-04-22
Small
Signature Equity Partners, LLC
GMOI
$28,440
1.85%
785
—
Sold Out
Shares
2026-05-13
Large
MAI Capital Management
GMOI
$21,375
1.39%
590
—
Sold Out
Shares
2026-05-15
Small
Your Advocates Ltd., LLP
GMOI
$13,405
0.87%
370
—
Sold Out
Shares
2026-04-30
Mid
Western Wealth Management, LLC
GMOI
$12,281
0.80%
339
—
Sold Out
Shares
2026-05-19
Large
FIFTH THIRD BANCORP
Bank
GMOI
1
$11,919
0.77%
329
—
Sold Out
Shares
2026-05-01
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
329
$11,919
100.0%
Defined
Small
Community Bank, N.A.
GMOI
$10,542
0.69%
291
—
Sold Out
Shares
2026-05-12
Large
Steward Partners Investment Advisory, LLC
GMOI
$10,542
0.69%
291
—
Sold Out
Shares
2026-05-08
Mid
MONTAG A & ASSOCIATES INC
GMOI
$4,528
0.29%
125
—
Sold Out
Shares
2026-04-29
No holders match your search.