HoldingsChannel.com
There is a long list of 76 institutional holders of GII within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of GII by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-GII table below, the initial column indicates the name of each top institutional holder of GII, with a link to that fund's top holdings. The next columns indicate the amount of GII stock held by each of the institutional holders of GII, followed by the GII position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.
| Holder | Amount | Position Size ($ in 1000's) | As of |
|---|---|---|---|
 Wealth Architects LLC | 540,513 | $28,912 | 12/31/2023 |
| GII | 540,513 | $28,912 | 12/31/2023 |
| Mariner LLC | 356,729 | $19,081 | 12/31/2023 |
| GII | 356,729 | $19,081 | 12/31/2023 |
| Hills Bank & Trust Co | 185,590 | $9,927 | 12/31/2023 |
| GII | 185,590 | $9,927 | 12/31/2023 |
| Warren Street Wealth Advisors LLC | 130,878 | $7,001 | 12/31/2023 |
| GII | 130,878 | $7,001 | 12/31/2023 |
| LPL Financial LLC | 101,666 | $5,438 | 12/31/2023 |
| GII | 101,666 | $5,438 | 12/31/2023 |
| Beacon Pointe Advisors LLC | 99,170 | $5,304 | 12/31/2023 |
| GII | 99,170 | $5,304 | 12/31/2023 |
| Sequoia Financial Advisors LLC | 82,927 | $4,436 | 12/31/2023 |
| GII | 82,927 | $4,436 | 12/31/2023 |
| Bank of Montreal Can | 80,018 | $4,391 | 12/31/2023 |
| GII | 80,018 | $4,391 | 12/31/2023 |
| Oxford Financial Group Ltd. | 63,465 | $3,395 | 12/31/2023 |
| GII | 63,465 | $3,395 | 12/31/2023 |
| Scotia Capital Inc. | 62,687 | $3,353 | 12/31/2023 |
| GII | 62,687 | $3,353 | 12/31/2023 |
| Citadel Advisors LLC | 53,668 | $2,871 | 12/31/2023 |
| GII | 53,668 | $2,871 | 12/31/2023 |
| CX Institutional | 50,971 | $2,760 | 03/31/2024 |
| GII | 50,971 | $2,760 | 03/31/2024 |
| UBS Group AG | 48,690 | $2,604 | 12/31/2023 |
| GII | 48,690 | $2,604 | 12/31/2023 |
| Baker Avenue Asset Management LP | 47,050 | $2,517 | 12/31/2023 |
| GII | 47,050 | $2,517 | 12/31/2023 |
| Rathbone Brothers plc | 45,123 | $2,414 | 12/31/2023 |
| GII | 45,123 | $2,414 | 12/31/2023 |
| Envestnet Asset Management Inc. | 37,406 | $2,001 | 12/31/2023 |
| GII | 37,406 | $2,001 | 12/31/2023 |
| Hobart Private Capital LLC | 36,874 | $1,997 | 03/31/2024 |
| GII | 36,874 | $1,997 | 03/31/2024 |
| Naples Global Advisors LLC | 34,580 | $1,850 | 12/31/2023 |
| GII | 34,580 | $1,850 | 12/31/2023 |
| Citizens Financial Group Inc RI | 29,076 | $1,555 | 12/31/2023 |
| GII | 29,076 | $1,555 | 12/31/2023 |
| Commonwealth Equity Services LLC | 27,571 | $1,475 | 12/31/2023 |
| GII | 27,571 | $1,475 | 12/31/2023 |
| Raymond James Financial Services Advisors Inc. | 26,830 | $1,453 | 03/31/2024 |
| GII | 26,830 | $1,453 | 03/31/2024 |
| Morgan Stanley | 26,044 | $1,393 | 12/31/2023 |
| GII | 26,044 | $1,393 | 12/31/2023 |
| CIBC World Markets Inc. | 25,692 | $1,374 | 12/31/2023 |
| GII | 25,692 | $1,374 | 12/31/2023 |
| David Loasby | 23,191 | $1,240 | 12/31/2023 |
| GII | 23,191 | $1,240 | 12/31/2023 |
| Global Retirement Partners LLC | 21,235 | $1,150 | 03/31/2024 |
| GII | 21,235 | $1,150 | 03/31/2024 |
| Hedeker Wealth LLC | 20,969 | $1,135 | 03/31/2024 |
| GII | 20,969 | $1,135 | 03/31/2024 |
| Bank of America Corp DE | 20,632 | $1,104 | 12/31/2023 |
| GII | 20,632 | $1,104 | 12/31/2023 |
| Waldron Private Wealth LLC | 15,770 | $843 | 12/31/2023 |
| GII | 15,770 | $843 | 12/31/2023 |
| Avantax Advisory Services Inc. | 14,656 | $784 | 12/31/2023 |
| GII | 14,656 | $784 | 12/31/2023 |
| Altfest L J & Co. Inc. | 14,042 | $760 | 03/31/2024 |
| GII | 14,042 | $760 | 03/31/2024 |
| Ameritas Advisory Services LLC | 14,111 | $754 | 12/31/2023 |
| GII | 14,111 | $754 | 12/31/2023 |
| West Wealth Group LLC | 12,291 | $657 | 12/31/2023 |
| GII | 12,291 | $657 | 12/31/2023 |
| Susquehanna International Group LLP | 8,789 | $470 | 12/31/2023 |
| GII | 8,789 | $470 | 12/31/2023 |
| Sage Financial Group Inc. | 8,410 | $450 | 12/31/2023 |
| GII | 8,410 | $450 | 12/31/2023 |
| Keybank National Association OH | 8,360 | $447 | 12/31/2023 |
| GII | 8,360 | $447 | 12/31/2023 |
| Vertex Planning Partners LLC | 7,871 | $421 | 12/31/2023 |
| GII | 7,871 | $421 | 12/31/2023 |
| Pathstone Holdings LLC | 7,634 | $408 | 12/31/2023 |
| GII | 7,634 | $408 | 12/31/2023 |
| Orion Portfolio Solutions LLC | 7,483 | $402 | 12/31/2023 |
| GII | 7,483 | $402 | 12/31/2023 |
| IHT Wealth Management LLC | 7,150 | $382 | 12/31/2023 |
| GII | 7,150 | $382 | 12/31/2023 |
| Wells Fargo & Company MN | 6,100 | $326 | 12/31/2023 |
| GII | 6,100 | $326 | 12/31/2023 |
| Northwestern Mutual Wealth Management Co. | 5,698 | $305 | 12/31/2023 |
| GII | 5,698 | $305 | 12/31/2023 |
| HighTower Advisors LLC | 4,970 | $265 | 12/31/2023 |
| GII | 4,970 | $265 | 12/31/2023 |
| Paragon Capital Management Ltd | 4,815 | $261 | 03/31/2024 |
| GII | 4,815 | $261 | 03/31/2024 |
| Advisor Group Holdings Inc. | 4,804 | $257 | 12/31/2023 |
| GII | 4,804 | $257 | 12/31/2023 |
| Castle Rock Wealth Management LLC | 4,560 | $243 | 12/31/2023 |
| GII | 4,560 | $243 | 12/31/2023 |
| Royal Bank of Canada | 4,428 | $237 | 12/31/2023 |
| GII | 4,428 | $237 | 12/31/2023 |
| US Bancorp DE | 4,262 | $228 | 12/31/2023 |
| GII | 4,262 | $228 | 12/31/2023 |
| Steward Partners Investment Advisory LLC | 4,265 | $228 | 12/31/2023 |
| GII | 4,265 | $228 | 12/31/2023 |
| Perigon Wealth Management LLC | 3,950 | $211 | 12/31/2023 |
| GII | 3,950 | $211 | 12/31/2023 |
| Twelve Points Wealth Management LLC | 3,782 | $205 | 03/31/2024 |
| GII | 3,782 | $205 | 03/31/2024 |
See All: Funds Holding GII
See Details: Top 10 Hedge Funds Holding GII
Also See: GII Holdings Changes
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