GLOF institutional holders

iShares Global Equity Factor ETF · 72 reporting institutions · $140M reported value

Funds that can replace GLOF · GLOF return decomposition

Institutional holdings

Institutions reporting GLOF, largest first
InstitutionReported positionAdvisors at firmReport period
Goldstone Financial Group, LLC$19.9M172026-06-30
Jpmorgan Chase & Co$14.1M02026-06-30
Waverly Advisors, LLC$14M2312026-06-30
Promus Capital, LLC$12.8M02025-09-30
Ameriprise Financial Inc$10.6M02026-06-30
Etf Architect$10.1M62026-06-30
Dgs Capital Management, LLC$7.8M12026-03-31
Ignite Planners LLC$5M242026-06-30
Wells Fargo & Company/mn$3.4M02026-06-30
HSBC Holdings PLC$2.9M02026-06-30
Daymark Wealth Partners, LLC$2.4M372026-06-30
5t Wealth, LLC$2.4M42026-06-30
3chopt Investment Partners, LLC$2.3M72026-06-30
Shp Wealth Management$2.1M322026-06-30
Camarda Financial Advisors, LLC$2M112026-06-30
Composition Wealth, LLC$1.9M762026-06-30
Creative Planning$1.9M1,1712026-06-30
Axxcess Wealth Management, LLC$1.8M382026-06-30
Darwin Wealth Management, LLC$1.8M122026-06-30
Citadel Advisors LLC$1.7M02026-06-30
Lpl Financial LLC$1.7M23,4582026-06-30
Raymond James Financial Inc$1.6M02026-06-30
Lifegoal Investments, LLC$1.4M62026-06-30
Mlg Wealth Management Dba Pine Grove Financial Group$1.2M02025-12-31
Commonwealth Equity Services, LLC$968.8K2,8632026-06-30
Rockefeller Capital Management LP$962.4K3462026-06-30
Newedge Advisors$915.6K6012026-06-30
Modern Wealth Management, LLC$890.2K1612026-06-30
Vise Technologies, Inc.$838.6K02026-06-30
Jane Street Group, LLC$745.1K02026-06-30
Bank of America Corp /de$740.2K02026-06-30
Jmn Financial LLC$579.4K12026-06-30
Envestnet Pmc$534.5K602026-06-30
Lake Street Private Wealth, LLC$526.5K62026-06-30
Burt Wealth Advisors$470.6K02025-09-30
Triad Wealth Partners, LLC$457.8K492026-06-30
Sym Financial Corp$377.3K332026-06-30
Worth Financial Advisory Group, LLC$353.5K72026-06-30
Osaic Holdings, Inc.$312.6K02026-06-30
Waddell & Associates, LLC$270K02026-06-30
Sankala Group LLC$260.8K42026-06-30
Wbh Advisory Inc$255.7K112026-06-30
Northrock Partners, LLC$254.4K912026-06-30
Cohalo Advisory LLC$236.8K12026-06-30
M Wealth Management, LLC$235.8K32026-06-30
Wealthplan Investment Management, LLC$233.2K292026-06-30
Arq Wealth Advisors, LLC$218.1K152026-06-30
Morgan Stanley$190K23,1852026-06-30
Kroeger Financial Partners$185.2K22026-06-30
Farther Finance Advisors, LLC$166.9K3342026-06-30
Integrated Wealth Concepts LLC$166.3K4802026-06-30
Whittier Trust Co of Nevada Inc$137.7K02026-06-30
Comerica Bank$135.2K02025-12-31
Fifth Third Bancorp$133.3K02026-06-30
Compass Financial Management LLC$131.2K462026-06-30
Elevated Capital Advisors, LLC$66.9K202026-06-30
Tfc Financial Management, Inc.$53.3K122026-06-30
Ae Wealth Management LLC$52.8K4712026-06-30
Bank of Montreal /can$48.8K02026-06-30
Fmr LLC$43.8K02026-06-30
Harbour Investments, Inc.$42.6K2472026-06-30
Royal Bank of Canada$29K02026-06-30
Ifp Advisors, Inc$20.3K3182026-06-30
Steward Partners Investment Advisory, LLC$15.5K4812026-06-30
Spire Wealth Management$11.2K32026-06-30
Paladin Wealth Partners$5.6K32026-06-30
Sunbelt Securities, Inc.$4.8K632026-03-31
Allworth Financial, LP$3.9K3172026-06-30
Davis Capital Management$3.7K42026-06-30
Parallel Advisors, LLC$2.9K752026-06-30
Cambridge Investment Research Advisors, Inc.$2143,9402026-03-31
Vanguard Advisers Inc$1762,4692026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30