GMSGMS

13F holders, Q2 2024 (June 30)
289holders −28
31new positions
60sold out
8famous investors
$80.62avg. 13F price*

At the end of Q2 2024, 289 institutions reported holding GMS Inc. (GMS) in their 13F filings, down 28 from Q1 2024. 31 opened new positions and 60 sold out. The largest holders were BlackRock Inc. ($541.3M), Vanguard Group Inc. ($433.3M) and FMR LLC ($272.2M). 8 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Ray Dalio (0.0% of Bridgewater Associates's portfolio).

Company
GMS Inc.
CUSIP
36251C103
Latest filing quarter
Q4 2025

History

Number of 13F holders

0100200300400 Q1 2024: 317Q1 2024Q2 2024: 289Q2 2024Q3 2024: 278Q3 2024Q4 2024: 268Q4 2024Q1 2025: 272Q1 2025Q2 2025: 312Q2 2025Q3 2025: 3Q3 2025Q4 2025: 1Q4 2025

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions31$91.4M
Exits60$116.0M

All 13F filers, Q1 2024 → Q2 2024: 4,443,436 shares bought and 3,113,276 shares sold, net +1,330,160 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 289 holders

BlackRock Inc. 0.01% Add +2.0% 6,714,431 $541.3M
Vanguard Group Inc. 0.01% Add +1.3% 5,374,897 $433.3M
FMR LLC 0.02% Add +25.9% 3,377,183 $272.2M
Dimensional Fund Advisors LP 0.05% Reduce -2.5% 2,365,570 $190.7M
American Century Companies Inc. 0.09% Add +28.5% 1,830,833 $147.6M
State Street Corp. 0.01% Reduce -0.6% 1,533,716 $123.6M
Pacer Advisors, Inc. 0.28% Add +0.4% 1,474,821 $118.9M
Federated Hermes, Inc. 0.20% Add +0.9% 1,056,053 $85.1M
T. Rowe Price Investment Management, Inc. 0.05% Add +45.9% 1,049,543 $84.6M
Coliseum Capital Management, LLC 6.79% Add +65.2% 944,467 $76.1M
Geode Capital Management, LLC 0.01% Add +2.5% 897,080 $72.3M
Westwood Holdings Group Inc. 0.49% Add +4.8% 739,908 $59.6M
LSV Asset Management 0.12% Add +103.0% 690,820 $55.7M
Capital International Investors 0.01% No change 611,792 $49.3M
Charles Schwab Investment Management Inc. 0.01% Add +4.8% 591,377 $47.7M
Morgan Stanley 0.00% Reduce -14.8% 534,915 $43.1M
Northern Trust Corp. 0.01% Reduce -3.1% 502,092 $40.5M
Reinhart Partners, Llc. 1.66% Add +1.7% 495,764 $40.0M
Capital World Investors 0.01% New 452,128 $36.4M
Invesco Ltd. 0.01% Add +6.3% 417,623 $33.7M
Bank of New York Mellon Corp 0.01% Add +0.2% 330,947 $26.7M
Frontier Capital Management Co. LLC 0.26% Reduce -28.7% 328,874 $26.5M
Arrowstreet Capital, Limited Partnership 0.02% Reduce -24.7% 327,868 $26.4M
Van Lanschot Kempen Investment Management N.V. 0.28% New 305,187 $24.6M
JPMorgan Chase & Co. 0.00% Reduce -42.0% 236,843 $19.1M
Sei Investments Co. 0.03% Add +4.7% 234,012 $18.9M
Verition Fund Management LLC 0.16% Add +2242.4% 229,512 $18.5M
Principal Financial Group Inc. 0.01% Reduce -3.1% 215,550 $17.4M
Scopia Capital Management LP 2.46% Add +14.9% 206,450 $16.6M
Jacobs Levy Equity Management, Inc. 0.07% Reduce -19.7% 200,628 $16.2M
Prudential Financial Inc. 0.02% Add +2.3% 199,652 $16.1M
Deutsche Bank AG 0.01% Reduce -3.6% 167,982 $13.5M
Algert Global LLC 0.41% Add +22.8% 151,535 $12.2M
Qube Research & Technologies Ltd 0.02% Add +71.4% 150,199 $12.1M
Nuveen Asset Management, LLC 0.00% Reduce -28.7% 137,468 $11.1M
Renaissance Technologies 0.02% Add +95.4% 135,000 $10.9M
Peregrine Capital Management LLC 0.32% Reduce -0.3% 133,924 $10.8M
Waratah Capital Advisors Ltd. 0.62% Add +24.4% 126,647 $10.2M
Goldman Sachs Group Inc. 0.00% Reduce -0.8% 124,360 $10.0M
Zimmer Partners, LP 0.18% Add +666.7% 115,000 $9.3M
Rhumbline Advisers 0.01% Reduce -3.5% 113,854 $9.2M
Legal & General Group Plc 0.00% Add +0.1% 112,042 $9.0M
Allianz Asset Management GmbH 0.01% Reduce -9.1% 111,681 $9.0M
Ameriprise Financial Inc. 0.00% Reduce -22.1% 111,438 $9.0M
Brandywine Global Investment Management, LLC 0.06% Reduce -4.6% 105,830 $8.5M
Massachusetts Financial Services Co. 0.00% Add +11.9% 104,348 $8.4M
Victory Capital Management Inc. 0.01% Reduce -3.8% 95,405 $7.7M
Two Sigma Advisers, LP 0.02% Reduce -24.5% 92,500 $7.5M
Wells Fargo & Company 0.00% Add +0.3% 91,956 $7.4M
Alliancebernstein L.P. 0.00% Reduce -0.2% 90,185 $7.3M
Public Sector Pension Investment Board 0.04% Add +7.3% 87,594 $7.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +184.5% 85,516 $6.9M
Lord, Abbett & Co. LLC 0.02% New 84,541 $6.8M
TD Asset Management Inc 0.01% Add +24.8% 79,946 $6.4M
Schroder Investment Management Group 0.01% Reduce -41.8% 79,756 $6.4M
Swiss National Bank 0.00% Reduce -0.3% 74,500 $6.0M
Voloridge Investment Management, LLC 0.02% New 73,859 $6.0M
Edgestream Partners, L.P. 0.26% New 67,016 $5.4M
Janus Henderson Group PLC 0.00% Add +8.4% 66,136 $5.3M
Danske Bank A/S 0.02% Reduce -20.9% 65,434 $5.3M
Citadel Advisors 0.01% Reduce -42.2% 65,287 $5.3M
Bridgeway Capital Management, LLC 0.12% Reduce -8.4% 63,365 $5.1M
First Trust Advisors LP 0.01% Add +7.2% 60,970 $4.9M
CANADA LIFE ASSURANCE Co 0.01% Add +14.5% 59,513 $4.8M
Seizert Capital Partners, LLC 0.23% Reduce -1.6% 58,447 $4.7M
AQR Capital Management 0.01% Reduce -18.6% 57,943 $4.7M
O'shaughnessy Asset Management, LLC 0.05% Reduce -18.5% 55,451 $4.5M
Jane Street Group, LLC 0.00% Add +69.0% 54,774 $4.4M
T. Rowe Price Associates Inc. 0.00% Reduce -1.4% 53,461 $4.3M
Bank of America Corp. 0.00% Reduce -36.0% 51,852 $4.2M
Prelude Capital Management, LLC 0.33% Add +18.4% 49,124 $4.0M
Franklin Resources Inc. 0.00% Add +2.2% 49,061 $4.0M
Richard Bernstein Advisors LLC 0.08% Add +0.0% 45,819 $3.7M
GHP Investment Advisors, Inc. 0.18% Reduce -1.0% 44,093 $3.6M
Martingale Asset Management L P 0.07% Add +11.0% 42,412 $3.4M
Acadian Asset Management LLC 0.01% Reduce -52.3% 40,590 $3.3M
California State Teachers Retirement System 0.00% Reduce -2.4% 37,149 $3.0M
Public Employees Retirement System of Ohio 0.01% Reduce -15.7% 36,965 $3.0M
Leuthold Group, LLC 0.34% Reduce -0.9% 36,177 $2.9M
BNP Paribas Financial Markets 0.00% Reduce -35.3% 34,556 $2.8M
Comerica Bank 0.01% Reduce -29.3% 34,145 $2.8M
Thrivent Financial for Lutherans 0.01% Reduce -6.3% 33,068 $2.7M
Livforsakringsbolaget Skandia, Omsesidigt 0.22% No change 32,814 $2.6M
Citigroup Inc. 0.00% Add +8.8% 30,735 $2.5M
Healthcare of Ontario Pension Plan Trust Fund 0.01% New 30,500 $2.5M
Voya Investment Management LLC 0.00% Add +0.1% 30,240 $2.4M
Valmark Advisers, Inc. 0.04% No change 30,000 $2.4M
Advantage Alpha Capital Partners LP 0.52% Reduce -75.1% 29,467 $2.4M
Artemis Investment Management LLP 0.03% Reduce -52.2% 29,362 $2.4M
Boothbay Fund Management, LLC 0.08% Add +17.6% 28,406 $2.3M
Russell Investments Group, Ltd. 0.00% Reduce -54.4% 28,322 $2.3M
Adams Wealth Management 0.52% Add +9.4% 27,780 $2.2M
CacheTech Inc. 0.52% — 27,780 $2.2M
CenterBook Partners LP 0.14% Add +128.9% 27,394 $2.2M
Teacher Retirement System of Texas 0.01% Add +8.1% 26,999 $2.2M
Los Angeles Capital Management LLC 0.01% Reduce -4.6% 26,878 $2.2M
Bridgewater Associates 0.01% Reduce -70.0% 25,678 $2.1M
State of Tennessee, Department of Treasury 0.01% Add +18.0% 25,599 $2.1M
Envestnet Asset Management Inc. 0.00% Reduce -33.2% 25,089 $2.0M
Janney Montgomery Scott LLC 0.01% Reduce -14.6% 24,369 $2.0M
Sanctuary Advisors, LLC 0.01% — 20,991 $1.9M
Twinbeech Capital LP 0.04% Reduce -56.2% 24,025 $1.9M
State of Wisconsin Investment Board 0.01% Add +50.6% 23,497 $1.9M
State of Alaska, Department of Revenue 0.02% Reduce -3.6% 23,388 $1.9M
Corebridge Financial, Inc. 0.01% — 23,213 $1.9M
Rockefeller Capital Management L.P. 0.01% Add +25.8% 23,185 $1.9M
MetLife Investment Management, LLC 0.01% Add +12.9% 23,096 $1.9M
Man Group plc 0.01% Reduce -5.7% 23,031 $1.9M
Royal Bank of Canada 0.00% Add +58.2% 22,855 $1.8M
Manufacturers Life Insurance Company, The 0.00% Add +0.3% 22,791 $1.8M
New York State Teachers Retirement System 0.00% Reduce -1.3% 22,507 $1.8M
Illinois Municipal Retirement Fund 0.03% Reduce -4.6% 22,065 $1.8M
Dana Investment Advisors, Inc. 0.06% Reduce -3.5% 21,800 $1.8M
Harbor Capital Advisors, Inc. 0.13% Add +271.9% 21,132 $1.7M
Campbell & CO Investment Adviser LLC 0.14% Add +157.6% 21,039 $1.7M
State of New Jersey Common Pension Fund D 0.01% Reduce -32.4% 20,692 $1.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% — 20,446 $1.6M
Louisiana State Employees Retirement System 0.03% Add +1.5% 20,000 $1.6M
D. E. Shaw & Co. 0.00% Add +652.2% 19,888 $1.6M
UBS Group AG 0.00% Reduce -41.8% 18,768 $1.5M
Isthmus Partners, LLC 0.18% New 18,444 $1.5M
Raymond James & Associates 0.00% Reduce -12.2% 17,864 $1.4M
Guggenheim Capital LLC 0.01% Add +3.9% 17,561 $1.4M
Lazard Asset Management LLC 0.00% Reduce -48.3% 16,805 $1.4M
New York State Common Retirement Fund 0.00% Reduce -4.6% 16,738 $1.3M
Segall Bryant & Hamill, LLC 0.02% New 16,729 $1.3M
Yousif Capital Management, LLC 0.01% Reduce -11.5% 15,984 $1.3M
Assenagon Asset Management S.A. 0.00% Reduce -84.0% 15,061 $1.2M
Ensign Peak Advisors, Inc 0.00% No change 15,051 $1.2M
Barclays PLC 0.00% Reduce -62.5% 14,890 $1.2M
Millennium Management 0.00% Reduce -93.7% 14,841 $1.2M
Summit Global Investments 0.09% Add +2.0% 14,712 $1.2M
ClariVest Asset Management LLC 0.12% Reduce -24.2% 14,276 $1.2M
Maryland State Retirement & Pension System 0.02% Reduce -3.2% 13,889 $1.1M
Burney Co./ 0.04% Reduce -57.8% 13,676 $1.1M
Teachers Retirement System of the State of Kentucky 0.01% No change 13,618 $1.1M
Two Sigma Investments, LP 0.00% Reduce -84.9% 13,310 $1.1M
Magnetar Financial LLC 0.03% New 13,119 $1.1M
STRS Ohio 0.00% Add +7.4% 13,100 $1.1M
Cetera Investment Advisers 0.00% Reduce -25.1% 13,017 $1.0M
GMO 0.00% Add +121.4% 12,706 $1.0M
Gotham Asset Management 0.01% Add +2.6% 12,519 $1.0M
Ritholtz Wealth Management 0.03% Reduce -26.6% 12,338 $995K
Amalgamated Bank 0.01% Reduce -3.4% 12,180 $982K
State Board of Administration of Florida Retirement System 0.00% Add +40.5% 11,727 $945K
West Tower Group, LLC 2.40% Reduce -4.3% 11,000 $887K
Arizona State Retirement System 0.01% Add +1.9% 10,595 $854K
SummerHaven Investment Management, LLC 0.56% Add +1.6% 10,509 $847K
US Bancorp \de 0.00% No change 10,191 $821K
Oregon Public Employees Retirement Fund 0.02% Reduce -8.5% 9,714 $783K
Jennison Associates LLC 0.00% Reduce -43.8% 9,466 $763K
Handelsbanken Fonder AB 0.00% No change 9,437 $761K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +10.8% 9,277 $748K
Versor Investments LP 0.13% New 8,800 $709K
Cambria Investment Management, L.P. 0.04% Add +6.0% 8,656 $698K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -0.2% 8,583 $692K
Vise Technologies, Inc. 0.12% Add +11.9% 8,545 $689K
Mercer Global Advisors Inc. 0.00% Add +4.5% 8,447 $681K
Simplicity Wealth,LLC 0.02% Add +0.2% 8,442 $681K
UniSuper Management Pty Ltd 0.01% No change 8,363 $674K
Vestcor Inc 0.02% No change 8,358 $674K
HSBC Holdings PLC 0.00% Reduce -34.2% 8,380 $669K
QRG Capital Management, Inc. 0.01% Add +2.0% 8,231 $664K
Petrus Trust Company, LTA 0.06% Add +20.4% 8,099 $653K
Praxis Investment Management Inc. 0.05% No change 7,050 $652K
Tower Research Capital LLC (TRC) 0.01% Add +1477.2% 8,028 $647K
Marotta Asset Management 0.13% Reduce -23.9% 8,220 $643K
Capstone Investment Advisors, LLC 0.03% New 7,892 $636K
BI Asset Management Fondsmaeglerselskab A/S 0.01% Add +22.1% 7,851 $633K
South Dakota Investment Council 0.01% New 7,400 $597K
State of Wyoming 0.10% Add +3.2% 7,156 $577K
Bridges Investment Management Inc. 0.01% New 6,827 $550K
Royce & Associates LP 0.01% No change 6,826 $550K
Tidal Investments LLC 0.01% Reduce -0.9% 6,820 $550K
Pitcairn Co. 0.03% Add +2.9% 6,805 $549K
Schonfeld Strategic Advisors LLC 0.00% Reduce -72.5% 6,772 $546K
Hancock Whitney Corp. 0.02% Reduce -0.1% 6,751 $544K
Intech Investment Management LLC 0.01% New 6,635 $535K
Mutual of America Capital Management LLC 0.01% Reduce -4.5% 6,548 $528K
Quantedge Capital Pte Ltd 0.19% New 6,400 $516K
Mackenzie Financial Corp. 0.00% Reduce -21.1% 6,387 $515K
Kendall Capital Management 0.17% Add +36.0% 6,330 $510K
ProShare Advisors LLC 0.00% Reduce -23.6% 6,165 $497K
Truist Financial Corp. 0.00% Add +0.6% 6,103 $492K
Zacks Investment Management 0.01% Reduce -19.0% 6,100 $492K
Bank of Montreal 0.00% Reduce -0.6% 6,060 $490K
Nisa Investment Advisors, LLC 0.00% Add +0.6% 6,068 $489K
Sherbrooke Park Advisers LLC 0.08% New 5,961 $481K
MQS Management LLC 0.29% Add +30.2% 5,870 $473K
Engineers Gate Manager LP 0.01% Reduce -58.4% 5,731 $462K
Creative Planning 0.00% Add +12.9% 5,721 $461K
Allspring Global Investments Holdings, LLC 0.00% Reduce -1.0% 5,720 $461K
Blair William & Co. 0.00% New 5,393 $435K
SG Americas Securities, LLC 0.00% Add +27.8% 5,154 $415K
Pictet Asset Management Holding SA 0.00% Reduce -3.0% 5,084 $410K
Seven Eight Capital, LP 0.04% New 5,069 $409K
Xponance LLC 0.00% Reduce -0.3% 5,017 $404K
PDT Partners, LLC 0.04% Reduce -36.2% 4,927 $397K
Measured Wealth Private Client Group, LLC 0.14% Add +10.1% 4,844 $390K
DekaBank Deutsche Girozentrale 0.00% No change 4,926 $388K
Public Employees Retirement Association of Colorado 0.00% Reduce -3.3% 4,698 $379K
Cambridge Investment Research Advisors, Inc. 0.00% Add +11.4% 4,573 $369K
Metis Global Partners, LLC 0.01% No change 4,438 $358K
Inspire Investing, LLC 0.04% Add +20.3% 4,406 $355K
Norges Bank 0.00% Reduce -86.0% 4,400 $355K
Meritage Portfolio Management 0.02% Add +1.1% 4,257 $343K
Raymond James Financial Services Advisors, Inc. 0.00% Add +6.6% 4,095 $330K
Ameritas Investment Partners, Inc. 0.01% No change 3,999 $322K
Alps Advisors Inc. 0.00% Reduce -0.4% 3,823 $308K
Navellier & Associates Inc. 0.04% Add +2.4% 3,770 $304K
Foundry Partners, LLC 0.02% New 3,732 $301K
Quadrature Capital Ltd 0.01% Reduce -64.9% 3,715 $300K
Intrust Bank NA 0.03% Add +16.0% 3,556 $287K
Quantinno Capital Management LP 0.01% Reduce -0.8% 3,551 $286K
HighTower Advisors, LLC 0.00% Add +7.5% 3,491 $281K
MAI Capital Management 0.00% Add +12.5% 3,339 $269K
Vanguard Personalized Indexing Management, LLC 0.00% Reduce -5.9% 3,156 $254K
Yorktown Management & Research Co Inc 0.27% No change 3,100 $250K
Olympiad Research LP 0.18% Reduce -28.4% 2,988 $241K
PNC Financial Services Group, Inc. 0.00% Add +1.6% 2,867 $231K
Debussy Capital Management LP 0.06% No change 2,810 $227K
Zuckerman Investment Group, LLC 0.03% No change 2,800 $226K
Crossmark Global Holdings, Inc. 0.00% Reduce -7.4% 2,782 $225K
Walleye Trading LLC 0.00% Reduce -66.5% 2,694 $217K
Susquehanna International Group, LLP 0.00% Reduce -64.2% 2,605 $210K
Squarepoint Ops LLC 0.00% New 2,491 $201K
Globeflex Capital L P 0.02% No change 2,455 $198K
AlphaQuest LLC 0.02% New 1,790 $144K
Steward Partners Investment Advisory, LLC 0.00% Add +7.6% 1,758 $142K
Canada Pension Plan Investment Board 0.00% New 1,500 $121K
LRI Investments, LLC 0.01% New 1,374 $111K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% No change 1,313 $106K
Osaic Holdings, Inc. 0.00% Add +7.9% 971 $78K
KBC Group NV 0.00% Reduce -9.7% 881 $71K
Walleye Capital LLC 0.00% Reduce -37.6% 804 $65K
TD Waterhouse Canada Inc. 0.00% No change 671 $52K
Trivant Custom Portfolio Group, LLC 0.03% Reduce -14.3% 600 $48K
Hexagon Capital Partners LLC 0.01% Add +13.1% 596 $48K
PEAK6 Investments LLC 0.00% New 563 $45K
Covestor Ltd 0.03% Reduce -80.9% 558 $45K
Blue Trust, Inc. 0.00% Add +86.4% 369 $36K
Nomura Asset Management Co. Ltd. 0.00% No change 430 $35K
Quarry LP 0.01% Add +37.1% 403 $32K
Allworth Financial LP 0.00% No change 353 $32K
Lanark Financial, Inc. 0.00% Reduce -9.9% 329 $26K
Salem Investment Counselors Inc. 0.00% No change 310 $25K
nVerses Capital, LLC 0.01% Add +200.0% 300 $24K
Contravisory Investment Management, Inc. 0.01% Add +56.1% 295 $24K
CIBC Private Wealth Group LLC 0.00% No change 294 $23K
Versant Capital Management, Inc 0.01% Reduce -0.7% 289 $23K
Cwm, LLC 0.00% Add +20.1% 263 $21K
GAMMA Investing LLC 0.00% Reduce -67.2% 260 $21K
UMB Bank, n.a. 0.00% Reduce -2.5% 237 $19K
Quadrant Capital Group LLC 0.00% Reduce -31.7% 224 $18K
HHM Wealth Advisors, LLC 0.00% New 200 $16K
Arlington Trust Co LLC 0.00% No change 195 $16K
Huntington National Bank 0.00% Reduce -53.4% 178 $14K
Farther Finance Advisors, LLC 0.00% Add +226.8% 183 $14K
Fifth Third Bancorp 0.00% Add +31.1% 173 $14K
Arax Advisory Partners 0.00% New 169 $14K
Smartleaf Asset Management LLC 0.00% Add +121.6% 164 $13K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 144 $12K
Lindbrook Capital, LLC 0.00% No change 130 $10K
LGT Financial Advisors LLC 0.02% No change 129 $10K
Frazier Financial Advisors, LLC 0.01% Add +40.0% 119 $10K
EverSource Wealth Advisors, LLC 0.00% Reduce -11.7% 98 $9K
Tucker Asset Management LLC 0.00% New 112 $9K
Principal Securities, Inc. 0.00% Add +14.4% 103 $8K
First Horizon Advisors, Inc. 0.00% Reduce -10.1% 71 $6K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -5.8% 65 $5K
Bell Investment Advisors, Inc 0.00% No change 55 $4K
Private Wealth Management Group, LLC 0.00% Add +144.4% 44 $4K
Parallel Advisors, LLC 0.00% Add +31.3% 42 $3K
Altshuler Shaham Ltd 0.00% New 39 $3K
Bessemer Group Inc. 0.00% No change 37 $3K
JFS Wealth Advisors, LLC 0.00% No change 33 $3K
Farmers & Merchants Investments Inc. 0.00% No change 28 $2K
Global Retirement Partners, LLC 0.00% Add +214.3% 22 $2K
Rothschild Investment LLC 0.00% Add +300.0% 20 $2K
Assetmark, Inc. 0.00% No change 18 $1K
RFP Financial Group LLC 0.00% No change 17 $1K
SJS Investment Consulting Inc. 0.00% No change 13 $1K
Parkside Financial Bank & Trust 0.00% No change 12 $968
Cornerstone Planning Group LLC 0.00% New 10 $870
DiNuzzo Private Wealth, Inc. 0.00% Add +40.0% 7 $565
Abound Wealth Management 0.00% No change 6 $484
WR Wealth Planners, LLC 0.00% Add +33.3% 4 $322
Innealta Capital, LLC 0.00% New 1 $81
TFC Financial Management, Inc. 0.00% New 1 $81

"% of holder's portfolio" is GMS's weight in each manager's 13F, not the share of GMS Inc. the manager owns.