GLTR Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

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Price $186.15
52W Range $184–$212

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10-Year Performance Revenue, net income, margins and EPS trends

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Valuation & Ratios 07–12

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value · ≈ 5Y avg · industry median · verdict relative to median

Institutional owners (13F) 270 filers · $1.2B total · As of June 30, 2026

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Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 270
Value held $1.2B
New positions 25
Exited positions 41
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
25 (-47 vs prior Q) 41 (+24 vs prior Q) 94 (+17 vs prior Q) 71 (-3 vs prior Q) +322K

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
MORGAN STANLEY $127,116,699 701,720 10.93% Shares
WELLS FARGO & COMPANY/MN $102,665,295 566,742 8.83% Shares
LPL Financial LLC $89,624,834 494,755 7.71% Shares
BANK OF AMERICA CORP /DE/ $69,242,903 382,241 5.95% Shares
AMERIPRISE FINANCIAL INC $52,324,913 289,260 4.50% Shares
Wealthfront Advisers LLC $41,538,963 229,307 3.57% Shares
CAPE COD FIVE CENTS SAVINGS BANK $38,296,740 211,409 3.29% Shares
Rockefeller Capital Management L.P. $37,978,460 209,652 3.27% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $37,444,793 206,706 3.22% Shares
Focus Partners Wealth $33,677,847 185,911 2.90% Shares
Cullen/Frost Bankers, Inc. $30,789,160 169,965 2.65% Shares
Sequoia Financial Advisors, LLC $29,254,276 161,492 2.52% Shares
SUMMIT WEALTH & RETIREMENT PLANNING, INC. $23,438,998 129,390 2.02% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $20,243,603 109,537 1.74% Shares
Paul R. Ried Financial Group, LLC $14,593,082 80,558 1.25% Shares
Argos Wealth Advisors, LLC $14,459,212 79,819 1.24% Shares
Larson Financial Group LLC $14,446,920 79,751 1.24% Shares
Advance Capital Management, Inc. $13,387,891 73,905 1.15% Shares
UBS Group AG $13,180,292 72,759 1.13% Shares
COMMONWEALTH EQUITY SERVICES, LLC $13,034,472 71,954 1.12% Shares
RAYMOND JAMES FINANCIAL INC $12,004,629 66,269 1.03% Shares
Peak Financial Management, Inc. $11,372,878 62,781 0.98% Shares
Cetera Investment Advisers $11,260,646 62,162 0.97% Shares
AE Wealth Management LLC $11,207,026 61,866 0.96% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $11,014,645 60,804 0.95% Shares
IFG Advisory, LLC $10,714,401 59,146 0.92% Shares
MAINSTAY CAPITAL MANAGEMENT LLC /ADV $10,267,944 56,682 0.88% Shares
Private Advisor Group, LLC $8,857,537 48,896 0.76% Shares
Sound Stewardship, LLC $8,854,212 48,878 0.76% Shares
Towneley Capital Management, Inc / DE $8,807,344 48,619 0.76% Shares
Courage Miller Partners, LLC $8,295,221 45,792 0.71% Shares
ENVESTNET ASSET MANAGEMENT INC $8,275,838 45,685 0.71% Shares
AXXCESS WEALTH MANAGEMENT, LLC $8,046,864 44,421 0.69% Shares
Solitude Financial Services $8,017,156 44,257 0.69% Shares
HighTower Advisors, LLC $7,077,772 39,071 0.61% Shares
Pictet Asset Management Holding SA $6,488,793 35,820 0.56% Shares
JONES FINANCIAL COMPANIES LLLP $6,273,640 34,352 0.54% Shares
JANE STREET GROUP, LLC $6,064,359 33,477 0.52% Shares
Belpointe Asset Management LLC $5,946,611 32,827 0.51% Shares
OSAIC HOLDINGS, INC. $5,783,279 31,926 0.50% Shares
CAPTRUST FINANCIAL ADVISORS $5,763,963 31,819 0.50% Shares
Gladstone Institutional Advisory LLC $5,567,826 30,736 0.48% Shares
KESTRA PRIVATE WEALTH SERVICES, LLC $5,193,926 28,672 0.45% Shares
ROYAL BANK OF CANADA $5,122,000 28,274 0.44% Shares
WJ Wealth Management, LLC $5,059,816 27,933 0.44% Shares
Fortis Capital Advisors, LLC $4,752,470 26,235 0.41% Shares
RFG Advisory, LLC $4,653,365 25,688 0.40% Shares
Castellan Group $4,617,514 25,490 0.40% Shares
Mariner, LLC $3,559,598 19,650 0.31% Shares
Walkner Condon Financial Advisors LLC $3,274,309 18,082 0.28% Shares

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