GMSGMS

13F holders, Q2 2025 (June 30)
312holders +40
85new positions
46sold out
6famous investors
$108.76avg. 13F price*

At the end of Q2 2025, 312 institutions reported holding GMS Inc. (GMS) in their 13F filings, up 40 from Q1 2025. 85 opened new positions and 46 sold out. The largest holders were BlackRock, Inc. ($615.9M), Vanguard Group Inc. ($460.8M) and Coliseum Capital Management, LLC ($416.0M). 6 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 2025 → Q2 2025

InstitutionsTotal Value
New Positions85$509.9M
Exits46$151.4M

All 13F filers, Q1 2025 → Q2 2025: 6,182,167 shares bought and 8,790,072 shares sold, net −2,607,905 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 312 holders

BlackRock, Inc. 0.01% Reduce -2.6% 5,663,683 $615.9M
Vanguard Group Inc. 0.01% Reduce -8.0% 4,237,276 $460.8M
Coliseum Capital Management, LLC 29.86% Add +11.3% 3,825,151 $416.0M
FMR LLC 0.02% Reduce -40.2% 3,444,937 $374.6M
Dimensional Fund Advisors LP 0.05% Reduce -7.5% 1,991,418 $216.5M
State Street Corp. 0.01% Add +0.4% 1,478,375 $160.8M
American Century Companies Inc. 0.08% Reduce -19.1% 1,343,415 $146.1M
Geode Capital Management, LLC 0.01% Add +0.3% 901,976 $98.1M
HBK Investments L P 1.55% New 704,721 $76.6M
Westwood Holdings Group Inc. 0.52% Reduce -29.3% 660,082 $71.8M
Reinhart Partners, Llc. 2.39% Add +1.1% 643,256 $70.0M
Charles Schwab Investment Management Inc. 0.01% Add +1.5% 632,688 $68.8M
LSV Asset Management 0.16% Reduce -7.3% 619,720 $67.4M
Morgan Stanley 0.00% Add +42.0% 597,945 $65.0M
Sculptor Capital LP 1.41% New 500,000 $54.4M
River Road Asset Management, LLC 0.68% Reduce -41.8% 484,952 $53.2M
Northern Trust Corp. 0.01% Reduce -19.3% 433,648 $47.2M
Pentwater Capital Management LP 0.56% New 400,000 $43.5M
Neuberger Berman Group LLC 0.02% New 285,265 $31.0M
Governors Lane LP 4.22% New 281,233 $30.6M
Bank of New York Mellon Corp 0.01% Reduce -2.6% 252,003 $27.4M
Pacer Advisors, Inc. 0.07% Reduce -28.4% 248,589 $27.0M
Toronto Dominion Bank 0.06% New 239,601 $26.1M
Federated Hermes, Inc. 0.05% Reduce -58.4% 224,700 $24.4M
Alpine Associates Management Inc. 1.28% New 220,000 $23.9M
Principal Financial Group Inc. 0.01% Reduce -2.9% 217,669 $23.7M
Citadel Advisors 0.02% Add +550.2% 203,327 $22.1M
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.62% New 200,000 $21.8M
Capital International Investors 0.00% Reduce -37.5% 189,079 $20.6M
Jane Street Group, LLC 0.03% Add +289.6% 171,384 $18.6M
Balyasny Asset Management L.P. 0.04% Add +288.0% 155,489 $16.9M
Invesco Ltd. 0.00% Reduce -34.6% 151,258 $16.4M
Davidson Kempner Capital Management LP 0.39% New 150,000 $16.3M
Frontier Capital Management Co. LLC 0.15% Reduce -0.3% 145,107 $15.8M
Woodline Partners LP 0.08% New 140,513 $15.3M
Goldman Sachs Group Inc. 0.00% Reduce -63.0% 138,358 $15.0M
Public Sector Pension Investment Board 0.06% Add +6.3% 130,866 $14.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +20.5% 129,515 $14.1M
Calamos Advisors LLC 0.09% New 125,011 $13.6M
HRT Financial LP 0.05% Add +77.2% 112,636 $12.2M
Rhumbline Advisers 0.01% Add +2.4% 110,016 $12.0M
Slotnik Capital, LLC 4.82% New 110,000 $12.0M
Van Lanschot Kempen Investment Management N.V. 0.11% Reduce -75.1% 107,090 $11.6M
Legal & General Group Plc 0.00% Reduce -0.5% 106,860 $11.6M
D. E. Shaw & Co. 0.01% Add +119.7% 105,153 $11.4M
Bank of America Corp. 0.00% Add +36.4% 104,004 $11.3M
Cinctive Capital Management LP 0.61% New 100,000 $10.9M
Lord, Abbett & Co. LLC 0.03% Add +5.4% 93,459 $10.2M
Nuveen, LLC 0.00% Reduce -13.7% 92,170 $10.0M
Man Group plc 0.02% Add +2795.8% 90,000 $9.8M
Prudential Financial Inc. 0.01% Reduce -20.6% 89,852 $9.8M
Water Island Capital LLC 1.86% New 88,627 $9.6M
Fort Baker Capital Management LP 1.69% New 88,249 $9.6M
Tudor Investment Corporation 0.07% New 86,436 $9.4M
Alliancebernstein L.P. 0.00% Reduce -4.3% 85,018 $9.2M
Ameriprise Financial Inc. 0.00% Reduce -10.8% 79,291 $8.6M
JPMorgan Chase & Co. 0.00% Reduce -7.7% 78,565 $8.5M
Squarepoint Ops LLC 0.02% New 78,019 $8.5M
Barclays PLC 0.00% Add +29.6% 74,118 $8.1M
Swiss National Bank 0.00% Reduce -2.5% 73,300 $8.0M
BCK Capital Management LP 6.14% New 64,988 $7.1M
Abc Arbitrage SA 0.80% New 64,029 $7.0M
Raymond James Financial Inc. 0.00% Reduce -12.8% 55,466 $6.0M
Harbor Capital Advisors, Inc. 0.25% Add +2.9% 55,331 $6.0M
Susquehanna International Group, LLP 0.01% Add +0.9% 55,069 $6.0M
Voloridge Investment Management, LLC 0.02% Add +179.2% 54,338 $5.9M
Magnetar Financial LLC 0.03% New 53,397 $5.8M
CANADA LIFE ASSURANCE Co 0.01% Reduce -0.4% 52,970 $5.8M
Meteora Capital, LLC 1.08% New 51,700 $5.6M
Glazer Capital, LLC 0.23% New 51,400 $5.6M
Massachusetts Financial Services Co. 0.00% Reduce -39.0% 48,773 $5.3M
AQR Capital Management 0.00% Reduce -16.8% 48,469 $5.3M
Peregrine Capital Management LLC 0.16% Reduce -47.9% 48,237 $5.2M
UniSuper Management Pty Ltd 0.03% Add +364.5% 46,023 $5.0M
GHP Investment Advisors, Inc. 0.21% Add +1.5% 44,372 $4.8M
First Trust Advisors LP 0.00% Reduce -23.9% 43,697 $4.8M
Rockefeller Capital Management L.P. 0.01% Add +11.1% 42,581 $4.6M
Marshall Wace, LLP 0.01% Add +107.5% 42,453 $4.6M
Deutsche Bank AG 0.00% Reduce -11.7% 40,948 $4.5M
Eisler Capital Management Ltd. 0.15% New 40,343 $4.4M
T. Rowe Price Associates Inc. 0.00% Add +7.0% 39,981 $4.3M
ExodusPoint Capital Management, LP 0.05% New 39,251 $4.3M
Citigroup Inc. 0.00% Reduce -37.5% 38,589 $4.2M
TIG Advisors, LLC 0.22% New 37,297 $4.1M
Gabelli Funds LLC 0.03% New 36,800 $4.0M
Adams Wealth Management 0.76% Reduce -8.4% 36,613 $4.0M
CacheTech Inc. 0.73% Reduce -8.4% 36,613 $4.0M
California State Teachers Retirement System 0.00% Add +0.2% 36,271 $3.9M
Gsa Capital Partners LLP 0.27% Add +580.7% 36,008 $3.9M
Isthmus Partners, LLC 0.45% Reduce -0.5% 35,535 $3.9M
AQR Arbitrage LLC 0.14% New 34,837 $3.8M
Algert Global LLC 0.08% New 33,310 $3.6M
State of Wisconsin Investment Board 0.01% Add +127.3% 32,199 $3.5M
Arrowstreet Capital, Limited Partnership 0.00% New 31,575 $3.4M
Taconic Capital Advisors LP 0.39% New 31,326 $3.4M
Bridgeway Capital Management, LLC 0.08% Reduce -51.0% 31,045 $3.4M
Valmark Advisers, Inc. 0.05% No change 30,000 $3.3M
Intech Investment Management LLC 0.03% Reduce -19.0% 29,870 $3.2M
Thrivent Financial for Lutherans 0.01% Reduce -1.0% 28,228 $3.1M
Victory Capital Management Inc. 0.00% Reduce -65.6% 27,511 $3.0M
Janney Montgomery Scott LLC 0.01% Add +1.5% 27,068 $2.9M
UBS Group AG 0.00% Reduce -88.9% 26,491 $2.9M
Bridges Investment Management Inc. 0.04% Add +15.4% 26,255 $2.9M
Millennium Management 0.00% Add +29.2% 26,026 $2.8M
Boothbay Fund Management, LLC 0.09% New 25,854 $2.8M
Franklin Resources Inc. 0.00% Reduce -0.2% 25,702 $2.8M
State of New Jersey Common Pension Fund D 0.01% Add +2.9% 25,542 $2.8M
Russell Investments Group, Ltd. 0.00% Reduce -1.3% 25,306 $2.8M
Sei Investments Co. 0.00% Reduce -90.8% 25,162 $2.7M
Voya Investment Management LLC 0.00% Reduce -36.5% 24,243 $2.6M
Public Employees Retirement System of Ohio 0.01% Reduce -31.1% 24,212 $2.6M
Wells Fargo & Company 0.00% Add +5.5% 23,804 $2.6M
MetLife Investment Management, LLC 0.01% Reduce -0.3% 23,043 $2.5M
Comerica Bank 0.01% Add +7.3% 23,014 $2.5M
Harvest Management LLC 1.21% New 23,009 $2.5M
Mariner, LLC 0.00% Reduce -7.4% 23,005 $2.5M
Blair William & Co. 0.01% Reduce -8.0% 23,000 $2.5M
State of Alaska, Department of Revenue 0.03% Add +6.3% 22,872 $2.5M
O'shaughnessy Asset Management, LLC 0.02% Reduce -14.3% 22,691 $2.5M
Quantbot Technologies LP 0.06% New 22,329 $2.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -8.9% 21,159 $2.3M
Verition Fund Management LLC 0.01% Reduce -94.9% 20,764 $2.3M
Illinois Municipal Retirement Fund 0.03% Reduce -8.8% 20,425 $2.2M
Manufacturers Life Insurance Company, The 0.00% Reduce -5.5% 19,429 $2.1M
State of Tennessee, Department of Treasury 0.01% Reduce -3.3% 19,386 $2.1M
Aquatic Capital Management LLC 0.04% New 18,465 $2.0M
Louisiana State Employees Retirement System 0.04% Reduce -2.2% 17,900 $1.9M
OP Asset Management Ltd 0.03% No change 17,382 $1.9M
New York State Teachers Retirement System 0.00% Reduce -0.7% 17,164 $1.9M
Virtu Financial LLC 0.10% New 17,125 $1.9M
Janus Henderson Group PLC 0.00% Reduce -77.0% 16,664 $1.8M
Creative Planning 0.00% Add +15.9% 16,068 $1.7M
Yousif Capital Management, LLC 0.02% Add +0.2% 15,174 $1.7M
Chicago Capital Management, LLC 4.10% New 15,000 $1.6M
Centiva Capital, LP 0.11% New 15,000 $1.6M
Gotham Asset Management 0.01% Add +42.8% 14,833 $1.6M
Trexquant Investment LP 0.02% New 14,742 $1.6M
Royal Bank of Canada 0.00% Add +23.1% 14,300 $1.6M
Assenagon Asset Management S.A. 0.00% Reduce -30.9% 13,778 $1.5M
Bank of Montreal 0.00% Add +71.8% 13,545 $1.5M
Edgestream Partners, L.P. 0.04% Reduce -83.3% 13,372 $1.5M
BNP Paribas Financial Markets 0.00% Add +365.7% 12,792 $1.4M
Teachers Retirement System of the State of Kentucky 0.01% Reduce -7.3% 12,623 $1.4M
GABELLI & Co INVESTMENT ADVISERS, INC. 0.21% New 12,600 $1.4M
New York State Common Retirement Fund 0.00% Reduce -40.9% 12,438 $1.4M
Envestnet Asset Management Inc. 0.00% Add +21.9% 12,427 $1.4M
Maple Capital Management, Inc. 0.09% Reduce -51.4% 12,250 $1.3M
Bayesian Capital Management, LP 0.21% New 12,106 $1.3M
State Board of Administration of Florida Retirement System 0.00% No change 11,727 $1.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +5.9% 11,558 $1.3M
Handelsbanken Fonder AB 0.00% Reduce -4.2% 11,437 $1.2M
Maryland State Retirement & Pension System 0.03% Reduce -0.5% 11,282 $1.2M
Arizona State Retirement System 0.01% Add +0.6% 11,204 $1.2M
Amalgamated Bank 0.01% Reduce -0.9% 10,959 $1.2M
Cetera Investment Advisers 0.00% Reduce -5.9% 10,686 $1.2M
Natixis Advisors, LLC 0.00% New 10,599 $1.2M
Mercer Global Advisors Inc. 0.00% Reduce -11.1% 10,476 $1.1M
Ensign Peak Advisors, Inc 0.00% Reduce -30.9% 10,401 $1.1M
Teacher Retirement System of Texas 0.00% Reduce -14.8% 10,300 $1.1M
KLP Kapitalforvaltning As 0.00% Add +3.0% 10,300 $1.1M
Alberta Investment Management Corp 0.01% New 10,000 $1.1M
SummerHaven Investment Management, LLC 0.71% Add +2.0% 9,975 $1.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +6.1% 9,856 $1.1M
Ritholtz Wealth Management 0.02% Reduce -12.0% 9,333 $1.0M
Cubist Systematic Strategies, LLC 0.01% New 9,280 $1.0M
Prelude Capital Management, LLC 0.09% New 8,875 $965K
Police & Firemen's Retirement System of New Jersey 0.01% Add +4.1% 8,868 $964K
Oregon Public Employees Retirement Fund 0.02% Reduce -1.1% 8,814 $959K
Brevan Howard Capital Management LP 0.01% Add +25.8% 8,772 $954K
Vestcor Inc 0.03% Reduce -45.3% 8,681 $944K
ProShare Advisors LLC 0.00% Reduce -53.1% 8,610 $936K
Walleye Trading LLC 0.02% New 8,406 $914K
Madison Asset Management, LLC 0.01% New 7,720 $840K
Two Sigma Advisers, LP 0.00% Reduce -77.1% 7,500 $816K
Vise Technologies, Inc. 0.03% — 7,461 $811K
Westchester Capital Management, LLC 0.04% New 6,637 $722K
Amundi 0.00% Add +127840.0% 6,397 $698K
Nisa Investment Advisors, LLC 0.00% Reduce -2.0% 5,964 $649K
QRG Capital Management, Inc. 0.01% Reduce -23.2% 5,858 $637K
Tower Research Capital LLC (TRC) 0.02% Add +418.0% 5,672 $617K
Pictet Asset Management Holding SA 0.00% Reduce -10.8% 5,403 $588K
Quantinno Capital Management LP 0.00% Add +29.3% 5,336 $580K
Y-Intercept (Hong Kong) Ltd 0.01% New 5,317 $578K
Meritage Portfolio Management 0.04% Add +2.8% 5,264 $572K
Caitong International Asset Management Co., Ltd 0.39% New 4,955 $539K
Mutual of America Capital Management LLC 0.01% Reduce -12.8% 4,931 $536K
DekaBank Deutsche Girozentrale 0.00% No change 4,926 $535K
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 4,772 $519K
Cibc World Markets Corp. 0.00% Reduce -45.0% 4,757 $517K
Allspring Global Investments Holdings, LLC 0.00% Reduce -42.1% 4,699 $511K
Public Employees Retirement Association of Colorado 0.00% No change 4,698 $511K
PNC Financial Services Group, Inc. 0.00% Reduce -6.2% 4,516 $491K
State of Wyoming 0.06% Reduce -44.3% 4,450 $484K
Praxis Investment Management Inc. 0.03% No change 4,420 $481K
Point72 (DIFC) Ltd 0.04% New 4,379 $476K
Qube Research & Technologies Ltd 0.00% New 4,184 $455K
Bridgefront Capital, LLC 0.12% New 4,175 $454K
Xponance LLC 0.00% Reduce -11.4% 3,978 $433K
Ameritas Investment Partners, Inc. 0.01% No change 3,946 $429K
&partners 0.00% New 3,931 $427K
Two Sigma Securities, LLC 0.05% New 3,616 $393K
Landscape Capital Management, L.L.C. 0.03% No change 3,600 $392K
Inspire Investing, LLC 0.04% Reduce -23.6% 3,586 $390K
Corient Private Wealth LP 0.00% New 3,491 $380K
Entropy Technologies, LP 0.03% New 3,449 $375K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Reduce -35.5% 3,267 $355K
Quadrant Capital Group LLC 0.01% Add +7.7% 3,241 $352K
Yorktown Management & Research Co Inc 0.32% No change 3,100 $337K
Vanguard Personalized Indexing Management, LLC 0.00% Reduce -10.5% 3,091 $336K
Ethic Inc. 0.01% New 3,395 $330K
Lido Advisors, LLC 0.00% Reduce -17.8% 3,005 $327K
Kendall Capital Management 0.09% Reduce -38.8% 2,955 $321K
Oppenheimer Asset Management Inc. 0.00% New 2,916 $317K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -14.7% 2,875 $313K
Debussy Capital Management LP 0.05% Add +0.0% 2,811 $306K
Shell Asset Management Co. 0.01% Reduce -16.8% 2,745 $299K
HSBC Holdings PLC 0.00% Reduce -70.6% 2,736 $298K
Crossmark Global Holdings, Inc. 0.00% New 2,672 $291K
Mackenzie Financial Corp. 0.00% Reduce -51.6% 2,578 $280K
Farringdon Capital, Ltd. 0.09% New 2,539 $276K
Axq Capital, LP 0.09% New 2,520 $274K
PenderFund Capital Management Ltd. 0.15% New 2,500 $272K
Waverly Advisors, LLC 0.00% New 2,491 $271K
STRS Ohio 0.00% Add +140.0% 2,400 $261K
ZWJ Investment Counsel Inc. 0.01% New 2,295 $250K
Dark Forest Capital Management LP 0.01% New 2,286 $249K
Simplex Trading, LLC 0.01% New 2,175 $236K
CIBC Asset Management Inc 0.00% New 2,148 $234K
Drum Hill Capital, LLC 0.26% New 2,125 $231K
Choreo, LLC 0.00% New 2,118 $230K
Tidal Investments LLC 0.00% New 2,089 $227K
West Tower Group, LLC 0.47% Reduce -80.0% 2,000 $218K
Hartmann Taylor Wealth Management, LLC 0.18% New 2,000 $218K
Canada Pension Plan Investment Board 0.00% Reduce -41.2% 2,000 $218K
Evergreen Capital Management LLC 0.01% Reduce -44.9% 1,971 $214K
Cerity Partners LLC 0.00% New 1,932 $210K
US Bancorp \de 0.00% Add +11.0% 1,853 $202K
Summit Securities Group LLC 0.07% Reduce -43.2% 1,768 $192K
SG Americas Securities, LLC 0.00% Reduce -76.2% 1,438 $156K
Point72 Asia (Singapore) Pte. Ltd. 0.03% New 1,433 $156K
GAMMA Investing LLC 0.01% Add +45.7% 1,167 $127K
New Age Alpha Advisors, LLC 0.01% Reduce -10.9% 1,147 $125K
Osaic Holdings, Inc. 0.00% Reduce -13.1% 1,097 $119K
LRI Investments, LLC 0.01% Add +0.3% 1,096 $119K
Steward Partners Investment Advisory, LLC 0.00% No change 1,050 $114K
Cwm, LLC 0.00% Add +96.3% 1,052 $114K
KBC Group NV 0.00% Reduce -40.1% 1,047 $114K
Smartleaf Asset Management LLC 0.01% Add +7.9% 1,109 $108K
Wolverine Asset Management LLC 0.01% New 900 $98K
Brooklyn Investment Group 0.01% Add +15.1% 738 $80K
Versant Capital Management, Inc 0.01% Add +3.7% 732 $80K
Nomura Asset Management Co. Ltd. 0.00% Add +58.1% 680 $74K
Sterling Capital Management LLC 0.00% Add +507.7% 632 $69K
TD Waterhouse Canada Inc. 0.00% No change 610 $66K
Eukles Asset Management 0.02% No change 452 $49K
Danske Bank A/S 0.00% Reduce -98.3% 380 $41K
Allworth Financial LP 0.00% Add +0.6% 357 $39K
Farther Finance Advisors, LLC 0.00% Add +28.6% 355 $39K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% New 351 $38K
AlphaQuest LLC 0.00% No change 327 $36K
Salem Investment Counselors Inc. 0.00% No change 310 $34K
MAI Capital Management 0.00% No change 305 $33K
Blue Trust, Inc. 0.00% Add +48.2% 283 $31K
Principal Securities, Inc. 0.00% Add +170.8% 260 $28K
EverSource Wealth Advisors, LLC 0.00% Add +271.2% 245 $27K
Bessemer Group Inc. 0.00% Add +13.3% 213 $23K
Arlington Trust Co LLC 0.00% No change 195 $21K
Hemington Wealth Management 0.00% Reduce -17.2% 197 $21K
UMB Bank, n.a. 0.00% Reduce -17.0% 186 $20K
Fifth Third Bancorp 0.00% Reduce -11.3% 164 $18K
Twin Peaks Wealth Advisors, LLC 0.01% New 153 $17K
Northwestern Mutual Wealth Management Co. 0.00% New 145 $16K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 144 $16K
JNBA Financial Advisors 0.00% No change 125 $14K
J.Safra Asset Management Corp 0.00% Reduce -29.3% 118 $13K
Optiver Holding B.V. 0.00% Reduce -0.8% 118 $13K
Rothschild Investment LLC 0.00% Add +425.0% 105 $11K
CIBC Private Wealth Group LLC 0.00% Reduce -16.1% 78 $8K
MassMutual Private Wealth & Trust, FSB 0.00% Add +30.9% 72 $8K
Signaturefd, LLC 0.00% Reduce -76.9% 68 $7K
Bare Financial Services, Inc 0.00% Add +166.7% 64 $7K
Assetmark, Inc. 0.00% Add +215.8% 60 $7K
Bell Investment Advisors, Inc 0.00% Reduce -14.0% 49 $5K
High Note Wealth, LLC 0.00% Add +4.5% 46 $5K
Parkside Financial Bank & Trust 0.00% Add +21.9% 39 $4K
Parallel Advisors, LLC 0.00% Reduce -2.6% 37 $4K
JFS Wealth Advisors, LLC 0.00% Add +2.9% 35 $4K
Red Tortoise LLC 0.00% Add +30.8% 34 $4K
Hantz Financial Services, Inc. 0.00% Add +966.7% 32 $3K
Farmers & Merchants Investments Inc. 0.00% Reduce -10.7% 25 $3K
Federation des caisses Desjardins du Quebec 0.00% No change 20 $2K
Jones Financial Companies LLLP 0.00% New 21 $2K
True Wealth Design, LLC 0.00% No change 16 $2K
Clearstead Trust, LLC 0.00% New 14 $2K
Essential Partners LLC 0.00% — 12 $1K
Kilter Group LLC 0.00% New 11 $1K
Fortitude Family Office, LLC 0.00% New 11 $1K
DiNuzzo Private Wealth, Inc. 0.00% Add +42.9% 10 $1K
ORG Partners LLC 0.00% No change 10 $1K
BI Asset Management Fondsmaeglerselskab A/S 0.00% Reduce -95.8% 7 $1K
SJS Investment Consulting Inc. 0.00% Reduce -36.4% 7 $762
Global Retirement Partners, LLC 0.00% — 7 $761
SouthState Bank Corp 0.00% No change 5 $544
Bay Harbor Wealth Management, LLC 0.00% Add +300.0% 4 $435
Larson Financial Group LLC 0.00% New 4 $435
Rialto Wealth Management, LLC 0.00% New 3 $327
HFM Investment Advisors, LLC 0.00% Add +200.0% 3 $326
NewSquare Capital LLC 0.00% New 3 $326
Parkworth Wealth Management, Inc. 0.00% No change 2 $218
Abound Wealth Management 0.00% Reduce -33.3% 2 $218
Private Wealth Asset Management, LLC 0.00% No change 2 $218
Covestor Ltd 0.00% Reduce -99.6% 2 $0

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