GMSGMS
13F holders, Q1 2025 (March 31)272holders +4
40new positions
39sold out
5famous investors
$73.17avg. 13F price*
At the end of Q1 2025, 272 institutions reported holding GMS Inc. (GMS) in their 13F filings, up 4 from Q4 2024. 40 opened new positions and 39 sold out. The largest holders were BlackRock, Inc. ($425.6M), FMR LLC ($421.3M) and Vanguard Group Inc. ($337.0M). 5 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- GMS Inc.
- CUSIP
- 36251C103
- Latest filing quarter
- Q4 2025
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $83.5M |
| Exits | 39 | $32.7M |
All 13F filers, Q4 2024 → Q1 2025: 4,324,878 shares bought and 4,312,040 shares sold, net +12,838 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 272 holders
| BlackRock, Inc. | 0.01% | Reduce -4.1% | 5,816,674 | $425.6M |
| FMR LLC | 0.03% | Reduce -1.9% | 5,758,273 | $421.3M |
| Vanguard Group Inc. | 0.01% | Reduce -9.9% | 4,605,463 | $337.0M |
| Coliseum Capital Management, LLC | 21.00% | Add +81.9% | 3,437,488 | $251.5M |
| Dimensional Fund Advisors LP | 0.04% | Add +1.5% | 2,154,021 | $157.6M |
| American Century Companies Inc. | 0.07% | Add +12.9% | 1,660,194 | $121.5M |
| State Street Corp. | 0.00% | Reduce -6.6% | 1,472,936 | $107.8M |
| T. Rowe Price Investment Management, Inc. | 0.06% | Reduce -13.2% | 1,333,127 | $97.5M |
| Westwood Holdings Group Inc. | 0.52% | Add +29.4% | 933,262 | $68.3M |
| Geode Capital Management, LLC | 0.01% | Add +1.3% | 899,346 | $65.8M |
| River Road Asset Management, LLC | 0.83% | New | 832,721 | $60.9M |
| LSV Asset Management | 0.12% | Add +4.9% | 668,420 | $48.9M |
| Reinhart Partners, Llc. | 1.70% | Add +17.5% | 636,235 | $46.6M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +2.3% | 623,434 | $45.6M |
| Federated Hermes, Inc. | 0.09% | Reduce -37.9% | 539,938 | $39.5M |
| Northern Trust Corp. | 0.01% | Reduce -7.3% | 537,481 | $39.3M |
| Van Lanschot Kempen Investment Management N.V. | 0.33% | Reduce -28.0% | 429,448 | $31.4M |
| Morgan Stanley | 0.00% | Reduce -10.0% | 421,122 | $30.8M |
| Verition Fund Management LLC | 0.17% | Add +116.2% | 404,251 | $29.6M |
| Goldman Sachs Group Inc. | 0.01% | Add +105.3% | 373,738 | $27.3M |
| Pacer Advisors, Inc. | 0.07% | Reduce -73.0% | 347,159 | $25.4M |
| Capital International Investors | 0.00% | Reduce -50.5% | 302,792 | $22.2M |
| Sei Investments Co. | 0.03% | Add +18.9% | 274,757 | $20.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -6.6% | 258,774 | $18.9M |
| UBS Group AG | 0.00% | Add +37.6% | 238,878 | $17.5M |
| Invesco Ltd. | 0.00% | Add +0.7% | 231,341 | $16.9M |
| Principal Financial Group Inc. | 0.01% | Add +1.7% | 224,048 | $16.4M |
| Frontier Capital Management Co. LLC | 0.12% | Add +13.9% | 145,537 | $10.6M |
| Public Sector Pension Investment Board | 0.04% | Add +25.8% | 123,080 | $9.0M |
| Prudential Financial Inc. | 0.01% | Reduce -21.6% | 113,102 | $8.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +13.9% | 107,464 | $7.9M |
| Legal & General Group Plc | 0.00% | Reduce -5.0% | 107,430 | $7.9M |
| Rhumbline Advisers | 0.01% | Reduce -1.7% | 107,399 | $7.9M |
| Nuveen, LLC | 0.00% | — | 106,777 | $7.8M |
| Zimmer Partners, LP | 0.15% | Add +33.4% | 100,050 | $7.3M |
| Brandywine Global Investment Management, LLC | 0.05% | Reduce -3.8% | 95,555 | $7.0M |
| Peregrine Capital Management LLC | 0.22% | Reduce -5.2% | 92,541 | $6.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -7.3% | 88,877 | $6.5M |
| Alliancebernstein L.P. | 0.00% | No change | 88,848 | $6.5M |
| Lord, Abbett & Co. LLC | 0.02% | Reduce -1.2% | 88,658 | $6.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -69.0% | 85,090 | $6.2M |
| Granite Investment Partners, LLC | 0.31% | Reduce -41.4% | 82,314 | $6.0M |
| Edgestream Partners, L.P. | 0.20% | Add +166.3% | 80,145 | $5.9M |
| Victory Capital Management Inc. | 0.01% | Reduce -21.6% | 80,050 | $5.9M |
| Massachusetts Financial Services Co. | 0.00% | Reduce -7.8% | 79,944 | $5.8M |
| Bank of America Corp. | 0.00% | Add +125.4% | 76,231 | $5.6M |
| Swiss National Bank | 0.00% | Reduce -2.6% | 75,200 | $5.5M |
| Janus Henderson Group PLC | 0.00% | Reduce -6.3% | 72,588 | $5.4M |
| Regents Gate Capital LLP | 2.27% | Add +1439.9% | 72,839 | $5.3M |
| Raymond James Financial Inc. | 0.00% | Add +248.9% | 63,617 | $4.7M |
| HRT Financial LP | 0.03% | New | 63,556 | $4.7M |
| Bridgeway Capital Management, LLC | 0.12% | No change | 63,365 | $4.6M |
| Citigroup Inc. | 0.00% | Add +10.0% | 61,790 | $4.5M |
| AQR Capital Management | 0.00% | Reduce -6.8% | 58,222 | $4.3M |
| First Trust Advisors LP | 0.00% | Add +1.5% | 57,455 | $4.2M |
| Barclays PLC | 0.00% | Reduce -20.8% | 57,192 | $4.2M |
| Advantage Alpha Capital Partners LP | 0.99% | Add +150.1% | 55,222 | $4.0M |
| Susquehanna International Group, LLP | 0.01% | Add +102.5% | 54,579 | $4.0M |
| Harbor Capital Advisors, Inc. | 0.18% | Add +19.1% | 53,758 | $3.9M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -4.5% | 53,161 | $3.9M |
| D. E. Shaw & Co. | 0.00% | Add +147.8% | 47,863 | $3.5M |
| Deutsche Bank AG | 0.00% | Reduce -5.8% | 46,345 | $3.4M |
| Richard Bernstein Advisors LLC | 0.08% | Reduce -3.6% | 44,180 | $3.2M |
| Jane Street Group, LLC | 0.01% | Reduce -64.3% | 43,985 | $3.2M |
| GHP Investment Advisors, Inc. | 0.15% | Reduce -0.4% | 43,733 | $3.2M |
| Balyasny Asset Management L.P. | 0.01% | New | 40,079 | $2.9M |
| Adams Wealth Management | 0.57% | Add +20.4% | 39,962 | $2.9M |
| CacheTech Inc. | 0.57% | Add +20.4% | 39,962 | $2.9M |
| Rockefeller Capital Management L.P. | 0.01% | Add +2.2% | 38,319 | $2.8M |
| Voya Investment Management LLC | 0.00% | Add +34.1% | 38,192 | $2.8M |
| T. Rowe Price Associates Inc. | 0.00% | Add +3.3% | 37,360 | $2.7M |
| Twinbeech Capital LP | 0.05% | New | 37,142 | $2.7M |
| Intech Investment Management LLC | 0.03% | Add +25.5% | 36,871 | $2.7M |
| Two Sigma Investments, LP | 0.01% | New | 36,316 | $2.7M |
| California State Teachers Retirement System | 0.00% | Reduce -1.5% | 36,208 | $2.6M |
| Isthmus Partners, LLC | 0.33% | Add +4.5% | 35,729 | $2.6M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -16.8% | 35,117 | $2.6M |
| Two Sigma Advisers, LP | 0.01% | Reduce -22.7% | 32,700 | $2.4M |
| Citadel Advisors | 0.00% | Add +130.5% | 31,270 | $2.3M |
| Valmark Advisers, Inc. | 0.03% | No change | 30,000 | $2.2M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -6.1% | 28,510 | $2.1M |
| Janney Montgomery Scott LLC | 0.01% | Add +2.8% | 26,677 | $2.0M |
| O'shaughnessy Asset Management, LLC | 0.02% | Reduce -35.8% | 26,486 | $1.9M |
| Franklin Resources Inc. | 0.00% | Reduce -19.7% | 25,742 | $1.9M |
| Russell Investments Group, Ltd. | 0.00% | Add +9.7% | 25,641 | $1.9M |
| TD Asset Management Inc | 0.00% | Reduce -19.0% | 25,286 | $1.9M |
| Maple Capital Management, Inc. | 0.14% | No change | 25,200 | $1.8M |
| Blair William & Co. | 0.01% | Reduce -1.6% | 25,000 | $1.8M |
| Mariner, LLC | 0.00% | Add +0.8% | 24,848 | $1.8M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +17.4% | 24,830 | $1.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +3.4% | 23,229 | $1.7M |
| MetLife Investment Management, LLC | 0.01% | Reduce -1.4% | 23,106 | $1.7M |
| Bridges Investment Management Inc. | 0.02% | Add +111.3% | 22,751 | $1.7M |
| Wells Fargo & Company | 0.00% | Reduce -11.4% | 22,573 | $1.7M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -0.5% | 22,396 | $1.6M |
| Danske Bank A/S | 0.00% | Add +45.9% | 22,040 | $1.6M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -3.7% | 21,507 | $1.6M |
| Comerica Bank | 0.01% | Add +44.1% | 21,450 | $1.6M |
| New York State Common Retirement Fund | 0.00% | Reduce -19.2% | 21,060 | $1.5M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -4.2% | 20,549 | $1.5M |
| Marshall Wace, LLP | 0.00% | New | 20,457 | $1.5M |
| Corebridge Financial, Inc. | 0.01% | Reduce -3.1% | 20,363 | $1.5M |
| Millennium Management | 0.00% | Reduce -70.1% | 20,140 | $1.5M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 20,047 | $1.5M |
| Assenagon Asset Management S.A. | 0.00% | Reduce -81.9% | 19,927 | $1.5M |
| SummitTX Capital, L.P. | 0.06% | — | 19,683 | $1.4M |
| Voloridge Investment Management, LLC | 0.01% | Reduce -37.5% | 19,460 | $1.4M |
| Occudo Quantitative Strategies LP | 0.18% | New | 18,254 | $1.3M |
| ProShare Advisors LLC | 0.00% | Add +54.4% | 18,366 | $1.3M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -3.7% | 18,300 | $1.3M |
| OP Asset Management Ltd | 0.02% | — | 17,382 | $1.3M |
| New York State Teachers Retirement System | 0.00% | Reduce -19.8% | 17,286 | $1.3M |
| Concentric Capital Strategies, LP | 0.12% | New | 15,912 | $1.2M |
| Vestcor Inc | 0.04% | Add +10.8% | 15,881 | $1.2M |
| XTX Topco Ltd | 0.06% | New | 15,701 | $1.1M |
| Yousif Capital Management, LLC | 0.01% | Add +1.0% | 15,143 | $1.1M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 15,051 | $1.1M |
| State of Wisconsin Investment Board | 0.00% | Reduce -5.0% | 14,164 | $1.0M |
| Creative Planning | 0.00% | Add +81.1% | 13,860 | $1.0M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 13,618 | $996K |
| Teacher Retirement System of Texas | 0.00% | Reduce -76.2% | 12,085 | $884K |
| Handelsbanken Fonder AB | 0.00% | No change | 11,937 | $873K |
| Mercer Global Advisors Inc. | 0.00% | Add +0.5% | 11,786 | $862K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 11,727 | $858K |
| CastleKnight Management LP | 0.10% | No change | 11,700 | $856K |
| Royal Bank of Canada | 0.00% | Reduce -29.2% | 11,614 | $850K |
| Cetera Investment Advisers | 0.00% | Reduce -9.8% | 11,352 | $831K |
| Maryland State Retirement & Pension System | 0.02% | Reduce -14.7% | 11,341 | $830K |
| Arizona State Retirement System | 0.01% | Reduce -2.4% | 11,134 | $815K |
| Amalgamated Bank | 0.01% | Reduce -3.8% | 11,060 | $809K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 10,914 | $799K |
| Ritholtz Wealth Management | 0.02% | Reduce -5.6% | 10,608 | $776K |
| Gotham Asset Management | 0.01% | Add +67.3% | 10,387 | $760K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -60.0% | 10,193 | $746K |
| West Tower Group, LLC | 1.92% | No change | 10,000 | $732K |
| KLP Kapitalforvaltning As | 0.00% | No change | 10,000 | $732K |
| UniSuper Management Pty Ltd | 0.01% | New | 9,908 | $725K |
| Freestone Grove Partners LP | 0.01% | New | 9,820 | $719K |
| SummerHaven Investment Management, LLC | 0.50% | Add +1.8% | 9,776 | $715K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +10.8% | 9,289 | $680K |
| HSBC Holdings PLC | 0.00% | Add +102.7% | 9,312 | $677K |
| Engineers Gate Manager LP | 0.01% | Reduce -28.8% | 9,025 | $660K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -3.3% | 8,914 | $652K |
| Cibc World Markets Corp. | 0.01% | Add +134.3% | 8,656 | $633K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | No change | 8,522 | $624K |
| Vident Advisory, LLC | 0.01% | Reduce -4.0% | 8,212 | $601K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +51.3% | 8,116 | $598K |
| Alamea Verwaltungs GmbH | 0.51% | — | 8,023 | $587K |
| State of Wyoming | 0.08% | Add +53.2% | 7,993 | $585K |
| Bank of Montreal | 0.00% | Add +24.0% | 7,883 | $577K |
| QRG Capital Management, Inc. | 0.01% | Reduce -6.0% | 7,630 | $558K |
| South Dakota Investment Council | 0.01% | No change | 7,400 | $541K |
| Brevan Howard Capital Management LP | 0.01% | Add +100.8% | 6,972 | $510K |
| Quantessence Capital LLC | 0.12% | New | 6,500 | $476K |
| Marotta Asset Management | 0.09% | No change | 5,245 | $475K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -0.1% | 6,088 | $445K |
| Pictet Asset Management Holding SA | 0.00% | Add +7.6% | 6,056 | $443K |
| SG Americas Securities, LLC | 0.00% | New | 6,038 | $442K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -5.0% | 5,653 | $414K |
| Waratah Capital Advisors Ltd. | 0.03% | Reduce -87.4% | 5,406 | $396K |
| Kennedy Capital Management LLC | 0.01% | Reduce -74.8% | 5,389 | $394K |
| Mackenzie Financial Corp. | 0.00% | Reduce -12.3% | 5,323 | $389K |
| Gsa Capital Partners LLP | 0.04% | Reduce -62.3% | 5,290 | $387K |
| Meritage Portfolio Management | 0.02% | Add +0.6% | 5,122 | $375K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | New | 5,067 | $371K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 4,926 | $357K |
| Kendall Capital Management | 0.10% | Reduce -24.0% | 4,825 | $353K |
| PNC Financial Services Group, Inc. | 0.00% | Add +64.0% | 4,815 | $352K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 4,698 | $344K |
| Inspire Investing, LLC | 0.04% | Reduce -0.5% | 4,693 | $343K |
| Xponance LLC | 0.00% | Reduce -13.8% | 4,492 | $329K |
| Praxis Investment Management Inc. | 0.02% | No change | 4,420 | $323K |
| Quantinno Capital Management LP | 0.00% | New | 4,128 | $302K |
| Jain Global LLC | 0.01% | New | 4,003 | $293K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -4.5% | 3,946 | $289K |
| Royce & Associates LP | 0.00% | Reduce -44.8% | 3,769 | $276K |
| Lido Advisors, LLC | 0.00% | Add +0.3% | 3,655 | $267K |
| Landscape Capital Management, L.L.C. | 0.02% | New | 3,600 | $263K |
| Metis Global Partners, LLC | 0.01% | No change | 3,589 | $263K |
| Evergreen Capital Management LLC | 0.01% | New | 3,579 | $262K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +7.4% | 3,453 | $253K |
| Jefferies Financial Group Inc. | 0.00% | New | 3,449 | $252K |
| Canada Pension Plan Investment Board | 0.00% | Add +750.0% | 3,400 | $249K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -21.3% | 3,370 | $247K |
| Shell Asset Management Co. | 0.01% | Add +62.3% | 3,300 | $241K |
| Summit Securities Group LLC | 0.16% | New | 3,112 | $228K |
| Man Group plc | 0.00% | Reduce -90.9% | 3,108 | $227K |
| Yorktown Management & Research Co Inc | 0.25% | No change | 3,100 | $227K |
| Quadrant Capital Group LLC | 0.01% | Add +643.2% | 3,010 | $220K |
| Intrust Bank NA | 0.02% | Reduce -23.2% | 2,991 | $219K |
| Debussy Capital Management LP | 0.03% | No change | 2,810 | $206K |
| BNP Paribas Financial Markets | 0.00% | Reduce -52.0% | 2,747 | $201K |
| KBC Group NV | 0.00% | Reduce -96.7% | 1,748 | $128K |
| US Bancorp \de | 0.00% | Reduce -0.1% | 1,670 | $122K |
| New Age Alpha Advisors, LLC | 0.00% | Reduce -43.5% | 1,287 | $94K |
| Osaic Holdings, Inc. | 0.00% | Add +18.0% | 1,263 | $92K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -61.7% | 1,095 | $80K |
| LRI Investments, LLC | 0.01% | Reduce -23.6% | 1,093 | $80K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,050 | $77K |
| Smartleaf Asset Management LLC | 0.01% | Add +3.7% | 1,028 | $76K |
| STRS Ohio | 0.00% | Reduce -92.3% | 1,000 | $73K |
| GAMMA Investing LLC | 0.00% | Add +38.3% | 801 | $59K |
| Versant Capital Management, Inc | 0.01% | Add +170.5% | 706 | $52K |
| Brooklyn Investment Group | 0.01% | New | 641 | $47K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 610 | $45K |
| Hexagon Capital Partners LLC | 0.01% | Reduce -8.1% | 555 | $41K |
| Cwm, LLC | 0.00% | Reduce -12.0% | 536 | $39K |
| Covestor Ltd | 0.02% | Add +79.0% | 487 | $35K |
| Eukles Asset Management | 0.01% | New | 452 | $33K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 430 | $31K |
| Allworth Financial LP | 0.00% | Add +0.6% | 355 | $26K |
| AlphaQuest LLC | 0.00% | Reduce -4.9% | 327 | $24K |
| Salem Investment Counselors Inc. | 0.00% | No change | 310 | $23K |
| MAI Capital Management | 0.00% | Reduce -3.8% | 305 | $22K |
| Signaturefd, LLC | 0.00% | Add +4100.0% | 294 | $22K |
| Farther Finance Advisors, LLC | 0.00% | Add +101.5% | 276 | $20K |
| Aster Capital Management (DIFC) Ltd | 0.00% | Reduce -93.0% | 231 | $18K |
| Hemington Wealth Management | 0.00% | Add +2.6% | 238 | $17K |
| UMB Bank, n.a. | 0.00% | Reduce -11.5% | 224 | $16K |
| Macquarie Group Ltd. | 0.00% | New | 208 | $15K |
| Arlington Trust Co LLC | 0.00% | No change | 195 | $14K |
| Bessemer Group Inc. | 0.00% | Add +28.8% | 188 | $14K |
| Blue Trust, Inc. | 0.00% | No change | 191 | $14K |
| Fifth Third Bancorp | 0.00% | Reduce -4.2% | 185 | $14K |
| J.Safra Asset Management Corp | 0.00% | Add +7.0% | 167 | $12K |
| Wayfinding Financial, LLC | 0.01% | New | 172 | $12K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | Reduce -25.0% | 168 | $12K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 144 | $11K |
| Lindbrook Capital, LLC | 0.00% | Add +1.5% | 132 | $10K |
| JNBA Financial Advisors | 0.00% | New | 125 | $9K |
| Rosenberg Matthew Hamilton | 0.00% | New | 120 | $9K |
| Optiver Holding B.V. | 0.00% | New | 119 | $9K |
| Principal Securities, Inc. | 0.00% | No change | 96 | $8K |
| Sterling Capital Management LLC | 0.00% | Reduce -37.4% | 104 | $8K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -68.4% | 93 | $6K |
| Coldstream Capital Management Inc. | 0.00% | New | 77 | $6K |
| SVB Wealth LLC | 0.00% | New | 68 | $5K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +3.1% | 66 | $5K |
| Bell Investment Advisors, Inc | 0.00% | Add +35.7% | 57 | $4K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -16.7% | 55 | $4K |
| High Note Wealth, LLC | 0.00% | Reduce -4.3% | 44 | $3K |
| Parallel Advisors, LLC | 0.00% | Add +15.2% | 38 | $3K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 34 | $2K |
| Parkside Financial Bank & Trust | 0.00% | Add +166.7% | 32 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 28 | $2K |
| Red Tortoise LLC | 0.00% | New | 26 | $2K |
| Bare Financial Services, Inc | 0.00% | New | 24 | $2K |
| Rothschild Investment LLC | 0.00% | Reduce -60.0% | 20 | $1K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 20 | $1K |
| Crewe Advisors LLC | 0.00% | New | 19 | $1K |
| Assetmark, Inc. | 0.00% | Reduce -9.5% | 19 | $1K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -64.8% | 19 | $1K |
| Private Wealth Management Group, LLC | 0.00% | Reduce -59.1% | 18 | $1K |
| True Wealth Design, LLC | 0.00% | New | 16 | $1K |
| Stephens Consulting, LLC | 0.00% | New | 15 | $1K |
| SJS Investment Consulting Inc. | 0.00% | No change | 11 | $805 |
| ORG Partners LLC | 0.00% | New | 10 | $737 |
| SBI Securities Co., Ltd. | 0.00% | No change | 10 | $732 |
| Kestra Investment Management, LLC | 0.00% | New | 9 | $659 |
| Huntington National Bank | 0.00% | Reduce -95.3% | 8 | $586 |
| IFP Advisors, Inc | 0.00% | No change | 8 | $585 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 7 | $513 |
| Global Financial Private Client, LLC | 0.00% | Add +66.7% | 5 | $366 |
| SouthState Bank Corp | 0.00% | New | 5 | $366 |
| Amundi | 0.00% | Reduce -50.0% | 5 | $355 |
| Bruce G. Allen Investments, LLC | 0.00% | New | 3 | $220 |
| Abound Wealth Management | 0.00% | Reduce -25.0% | 3 | $220 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 2 | $146 |
| Private Wealth Asset Management, LLC | 0.00% | — | 2 | $146 |
| HFM Investment Advisors, LLC | 0.00% | — | 1 | $74 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 1 | $73 |
| Hantz Financial Services, Inc. | 0.00% | New | 3 | $0 |
"% of holder's portfolio" is GMS's weight in each manager's 13F, not the share of GMS Inc. the manager owns.