AI Holders Summary · Q2 2026

45 institutions reported GGZ in Q2 2026. Atlas Wealth LLC leads at 23.1% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter

Atlas Wealth LLC

CIK 0001964106

$9M524K1.22%Q2 2026 02

MORGAN STANLEY

CIK 0000895421

$5M309K0.00%Q2 2026 03

PRIVATE MANAGEMENT GROUP INC

CIK 0001142031

$4M251K0.11%Q2 2026 04

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

CIK 0001352860

$3M170K0.35%Q2 2026 05

180 WEALTH ADVISORS, LLC

CIK 0001730817

$2M119K0.19%Q2 2026 06

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$1M88K0.00%Q2 2026 07

BANK OF AMERICA CORP /DE/

CIK 0000070858

$1M86K0.00%Q2 2026 08

GABELLI & Co INVESTMENT ADVISERS, INC.

CIK 0000932724

$1M83K0.20%Q2 2026 09

GatePass Capital, LLC

CIK 0002087399

$1M79K0.49%Q2 2026 10

UBS Group AG

CIK 0001610520

$1M78K0.00%Q2 2026 11

LPL Financial LLC

CIK 0001403438

$1M70K0.00%Q2 2026 12

CAPSTONE INVESTMENT ADVISORS, LLC

CIK 0001426196

$1M69K0.00%Q2 2026 13

EVOLVE PRIVATE WEALTH, LLC

CIK 0002111131

$1M66K0.07%Q2 2026 14

Beckerman Institutional, LLC

CIK 0002043468

$933K57K0.44%Q2 2026 15

WELLS FARGO & COMPANY/MN

CIK 0000072971

$838K51K0.00%Q2 2026 16

STEPHENS INC /AR/

CIK 0000757657

$749K46K0.01%Q2 2026 17

GAMCO INVESTORS, INC. ET AL

CIK 0000807249

$742K46K0.01%Q2 2026 18

CSS LLC/IL

CIK 0001103646

$555K34K0.02%Q2 2026 19

Private Advisor Group, LLC

CIK 0001567755

$373K23K0.00%Q2 2026 20

SILVERLAKE WEALTH MANAGEMENT LLC

CIK 0001966026

$244K15K0.05%Q2 2026

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