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Institutional Ownership · SEC Form 13F

Who owns GAPR


Which tracked institutional funds hold GAPR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See GAPR company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-26). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

105
Institutional holders
3M
Shares held (tracked funds)

How the tape is positioned

The tracked-fund tape on GAPR is one-sided between 2026-Q1 and 2026-Q2: 24 added or opened and 8 trimmed or exited — on balance accumulating.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

GAPR’s largest tracked holder by dollar value, RAYMOND JAMES FINANCIAL INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes GAPR more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in GAPR divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2026-Q1 and 2026-Q2, across 105 tracked filers holding GAPR, 67 increased or opened the position and 29 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in GAPR between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 5

  • Schulz Wealth, LTD.$5M
  • JPMORGAN CHASE & CO$2M
  • Sowell Financial Services LLC$774K
  • Quad-Cities Investment Group, LLC$535K
  • NorthCrest Asset Manangement, LLC$523K

Full exits 4

  • Americana Partners, LLC$4M
  • Cambridge Investment Research Advisors, Inc.$759K
  • Catalina Capital Group, LLC$732K
  • Janney Montgomery Scott LLC$610K

Largest adds

  • Concurrent Investment Advisors, LLC$5M
  • OSAIC HOLDINGS, INC.$3M
  • LPL Financial LLC$3M
  • Cetera Investment Advisers$2M
  • ENVESTNET ASSET MANAGEMENT INC$921K
  • Sequent Planning LLC$802K

Largest trims

  • OLD MISSION CAPITAL LLC$2M
  • RAYMOND JAMES FINANCIAL INC$931K
  • Lido Advisors, LLC$671K
  • Midwest Financial Network, LLC$389K

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
RAYMOND JAMES FINANCIAL INC trimmed343,769$14M10.4%2026-Q2
Concurrent Investment Advisors, LLC added312,203$13M9.5%2026-Q2
Kestra Advisory Services, LLC added271,963$11M8.2%2026-Q2
ENVESTNET ASSET MANAGEMENT INC added206,135$9M6.3%2026-Q2
Cetera Investment Advisers added193,085$8M5.9%2026-Q2
OSAIC HOLDINGS, INC. added183,437$8M5.6%2026-Q2
TRUIST FINANCIAL CORP added170,107$7M5.2%2026-Q2
LPL Financial LLC added169,304$7M5.1%2026-Q2
Schulz Wealth, LTD. added125,868$5M3.8%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC added113,391$5M3.4%2026-Q2
CITY HOLDING CO74,425$3M2.3%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP added42,136$2M1.3%2026-Q2
FOUNDERS FINANCIAL SECURITIES LLC added40,619$2M1.2%2026-Q2
JPMORGAN CHASE & CO added38,824$2M1.2%2026-Q2
Midwest Financial Network, LLC trimmed38,047$2M1.2%2026-Q2
Per Stirling Capital Management, LLC. trimmed36,767$2M1.1%2026-Q2
Tanglewood Legacy Advisors, LLC added33,966$1M1.0%2026-Q2
Steward Partners Investment Advisory, LLC added31,918$1M1.0%2026-Q2
CreativeOne Wealth, LLC added31,700$1M1.0%2026-Q2
CAPTRUST FINANCIAL ADVISORS trimmed30,322$1M0.9%2026-Q2
ARS Wealth Advisors Group, LLC trimmed28,073$1M0.9%2026-Q2
Sequent Planning LLC added27,503$1M0.8%2026-Q2
Keystone Wealth Services, LLC trimmed24,653$1M0.7%2026-Q2
MAI Capital Management added23,278$970K0.7%2026-Q2
CITADEL ADVISORS LLC added22,912$955K0.7%2026-Q2
Range Financial Group LLC added22,688$946K0.7%2026-Q2
Archer Investment Corp added21,965$915K0.7%2026-Q2
Visionary Wealth Advisors20,386$850K0.6%2026-Q2
Mutual Advisors, LLC added19,822$826K0.6%2026-Q2
Madrona Financial Services, LLC added18,768$782K0.6%2026-Q2
VestGen Advisors, LLC added18,636$777K0.6%2026-Q2
Sowell Financial Services LLC new18,580$774K0.6%2026-Q2
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added18,500$252K0.2%2026-Q2
Waverly Advisors, LLC17,611$734K0.5%2026-Q2
MML INVESTORS SERVICES, LLC added17,562$732K0.5%2026-Q2
Keating Financial Advisory Services, Inc. added17,315$722K0.5%2026-Q2
Gallagher Fiduciary Advisors, LLC added15,950$665K0.5%2026-Q2
Kovack Advisors, Inc. trimmed14,857$619K0.5%2026-Q2
REAP Financial Group, LLC14,729$614K0.4%2026-Q2
NewEdge Advisors, LLC added14,271$595K0.4%2026-Q2
FSB PREMIER WEALTH MANAGEMENT, INC. added14,200$592K0.4%2026-Q2
OneDigital Investment Advisors LLC13,723$572K0.4%2026-Q2
HARBOUR INVESTMENTS, INC. added12,943$539K0.4%2026-Q2
Quad-Cities Investment Group, LLC new12,846$535K0.4%2026-Q2
NorthCrest Asset Manangement, LLC new12,517$523K0.4%2026-Q2
RETIREMENT GUYS FORMULA LLC trimmed12,154$507K0.4%2026-Q2
FORTRESS PRIVATE LEDGER, LLC11,803$492K0.4%2026-Q2
HBW ADVISORY SERVICES LLC added11,758$490K0.4%2026-Q2
NEW WAVE WEALTH ADVISORS LLC trimmed11,339$473K0.3%2026-Q2
UPTICK PARTNERS, LLC added11,136$464K0.3%2026-Q2
Main Street Financial Solutions, LLC11,066$461K0.3%2026-Q2
Ameritas Advisory Services, LLC added10,675$445K0.3%2026-Q2
KESTRA PRIVATE WEALTH SERVICES, LLC new9,970$415K0.3%2026-Q2
OLD MISSION CAPITAL LLC trimmed9,811$409K0.3%2026-Q2
MERCER GLOBAL ADVISORS INC /ADV9,782$408K0.3%2026-Q2
Avidian Wealth Enterprises, LLC trimmed9,586$399K0.3%2026-Q2
CoreCap Advisors, LLC added9,433$393K0.3%2026-Q2
GOLDMAN SACHS GROUP INC new9,383$391K0.3%2026-Q2
Global Retirement Partners, LLC added8,955$373K0.3%2026-Q2
Brookstone Capital Management new8,677$362K0.3%2026-Q2
Commonwealth Financial Services, LLC new8,673$361K0.3%2026-Q2
Lido Advisors, LLC trimmed8,400$350K0.3%2026-Q2
Valmark Advisers, Inc. new8,152$340K0.2%2026-Q2
MGO ONE SEVEN LLC added8,023$334K0.2%2026-Q2
LVZ, Inc. new7,917$330K0.2%2026-Q2
Rockefeller Capital Management L.P. added7,840$327K0.2%2026-Q2
Investment Advisory Services Group LLC new7,800$325K0.2%2026-Q2
Bull Harbor Capital LLC new7,613$317K0.2%2026-Q2
First Heartland Consultants, Inc. new7,450$310K0.2%2026-Q2
Prosperity Consulting Group, LLC7,173$299K0.2%2026-Q2
Kestra Investment Management, LLC7,148$298K0.2%2026-Q2
Koshinski Asset Management, Inc. added6,726$280K0.2%2026-Q2
Diligent Investors, LLC added6,375$266K0.2%2026-Q2
Gladstone Institutional Advisory LLC new6,150$256K0.2%2026-Q2
KINTRA WEALTH, LLC6,143$261K0.2%2026-Q2
Triad Wealth Partners, LLC trimmed5,859$247K0.2%2026-Q2
Chris Bulman Inc new5,851$244K0.2%2026-Q2
BIP Wealth, LLC5,850$244K0.2%2026-Q2
Ausdal Financial Partners, Inc. new5,171$215K0.2%2026-Q2
REICON WEALTH ADVISORS, LLC new5,120$213K0.2%2026-Q2
Bluespring Wealth Management, LLC new5,030$210K0.2%2026-Q2
Sanctuary Advisors, LLC new4,991$208K0.2%2026-Q2
AMERIFLEX GROUP, INC. new4,943$206K0.1%2026-Q2
Farther Finance Advisors, LLC added4,742$198K0.1%2026-Q2
Integrity Financial Corp /WA added4,431$185K0.1%2026-Q2
IFP Advisors, Inc added4,427$184K0.1%2026-Q2
Geneos Wealth Management Inc.4,172$174K0.1%2026-Q2
Spire Wealth Management trimmed3,552$148K0.1%2026-Q2
DHJJ Financial Advisors, Ltd. added3,356$140K0.1%2026-Q2
ROYAL BANK OF CANADA added3,256$136K0.1%2026-Q2
Arax Advisory Partners new3,223$134K0.1%2026-Q2
Ritter Daniher Financial Advisory LLC / DE2,515$105K0.1%2026-Q2
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC trimmed2,480$103K0.1%2026-Q2
Integrated Wealth Concepts LLC new2,373$99K0.1%2026-Q2
BARCLAYS PLC2,236$93K0.1%2026-Q2
FIDUCIARY FINANCIAL ADVISORS new2,150$90K0.1%2026-Q2
Capital Investment Advisory Services, LLC added1,473$61K0.0%2026-Q2
EVOLUTION WEALTH MANAGEMENT INC.1,384$58K0.0%2026-Q2
LANARK FINANCIAL, INC.1,000$42K0.0%2026-Q2
Financial Network Wealth Advisors LLC962$40K0.0%2026-Q2

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership