AI Holders Summary · Q1 2026

68 institutions reported GLO in Q1 2026. Pathstone Holdings, LLC leads at 17.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

Pathstone Holdings, LLC

CIK 0002011612

$21M3.8M0.08%Q1 2026 02

MORGAN STANLEY

CIK 0000895421

$19M3.4M0.00%Q1 2026 03

SIT INVESTMENT ASSOCIATES INC

CIK 0000769317

$17M3.1M0.35%Q1 2026 04

Saba Capital Management, L.P.

CIK 0001510281

$17M3.0M0.47%Q1 2026 05

RIVERNORTH CAPITAL MANAGEMENT, LLC

CIK 0001447578

$12M2.2M0.62%Q1 2026 06

North Ground Capital

CIK 0002055446

$4M728K5.35%Q2 2026 07

Penserra Capital Management LLC

CIK 0001593324

$4M775K0.05%Q1 2026 08

Almitas Capital LLC

CIK 0001596468

$4M661K0.83%Q1 2026 09

Bulldog Investors, LLP

CIK 0001504304

$3M619K0.77%Q1 2026 10

CAPSTONE INVESTMENT ADVISORS, LLC

CIK 0001426196

$3M561K0.01%Q1 2026 11

Allspring Global Investments Holdings, LLC

CIK 0001890906

$3M457K0.00%Q2 2026 12

ROYAL BANK OF CANADA

CIK 0001000275

$2M421K0.00%Q1 2026 13

Matisse Capital

CIK 0001668256

$2M356K0.87%Q2 2026 14

Karpus Management, Inc.

CIK 0001048703

$2M377K0.07%Q1 2026 15

Verition Fund Management LLC

CIK 0001454027

$2M333K0.01%Q1 2026 16

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

CIK 0001352860

$2M299K0.23%Q2 2026 17

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$2M247K0.01%Q2 2026 18

TrueMark Investments, LLC

CIK 0001974457

$1M213K0.16%Q2 2026 19

Shaker Financial Services, LLC

CIK 0001511794

$1M209K0.40%Q2 2026 20

EVOLVE PRIVATE WEALTH, LLC

CIK 0002111131

$856K140K0.05%Q2 2026

Page 1 of 4

48 more holders available. Log in →