Who owns GARP (GARP)
Which tracked institutional funds hold GARP, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See GARP company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
46 tracked funds added or opened GARP while 23 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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
GARP’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 0.2pp gap the other way — the median holder sizes GARP more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in GARP 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 2025-Q4 and 2026-Q1, across 138 tracked filers holding GARP, 107 increased or opened the position and 37 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 GARP between the 2025-Q4 and 2026-Q1 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 12
- Resonant Capital Advisors, LLC$50M
- CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC$14M
- Carr Financial Group Corp$12M
- Sigma Planning Corp$8M
- CREATIVE FINANCIAL DESIGNS INC /ADV$4M
- FIRST COMMUNITY TRUST NA$2M
Full exits 8
- B&D White Capital Company, LLC$14M
- Keystone Global Partners, LLC$6M
- WIN ADVISORS, INC$3M
- Gilbert Capital Group, Inc.$3M
- Archer Investment Management, LLC$597K
- TWO SIGMA SECURITIES, LLC$536K
Largest adds
- LPL Financial LLC$50M
- MORGAN STANLEY$33M
- RAYMOND JAMES FINANCIAL INC$19M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$14M
- Equitable Holdings, Inc.$11M
- BANK OF AMERICA CORP /DE/$10M
Largest trims
- GOLDMAN SACHS GROUP INC$12M
- VALLEY NATIONAL ADVISERS INC$5M
- INDEPENDENT FINANCIAL GROUP, LLC$5M
- Cambridge Investment Research Advisors, Inc.$2M
- COMMONWEALTH EQUITY SERVICES, LLC$1M
- Planned Solutions, Inc.$615K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| LPL Financial LLC added | 2,178,040 | $139M | 14.5% | 2026-Q1 |
| MORGAN STANLEY added | 798,228 | $51M | 5.3% | 2026-Q1 |
| Resonant Capital Advisors, LLC new | 784,592 | $50M | 5.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 756,958 | $48M | 5.1% | 2026-Q1 |
| Cetera Investment Advisers added | 612,564 | $39M | 4.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 546,192 | $35M | 3.6% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 536,662 | $34M | 3.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 502,133 | $32M | 3.4% | 2026-Q1 |
| LANDAAS & CO /WI /ADV added | 467,813 | $30M | 3.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 350,588 | $22M | 2.3% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 344,709 | $22M | 2.3% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 341,459 | $22M | 2.3% | 2026-Q1 |
| Capital Analysts, LLC added | 331,017 | $21M | 2.2% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 321,121 | $21M | 2.1% | 2026-Q1 |
| PARK NATIONAL CORP /OH/ added | 308,082 | $20M | 2.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 297,012 | $19M | 2.0% | 2026-Q1 |
| ARQ WEALTH ADVISORS, LLC added | 251,100 | $16M | 1.7% | 2026-Q1 |
| Planned Solutions, Inc. added | 240,831 | $15M | 1.6% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 236,134 | $15M | 1.6% | 2026-Q1 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC new | 224,439 | $14M | 1.5% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 220,429 | $14M | 1.5% | 2026-Q1 |
| Equitable Holdings, Inc. added | 199,842 | $14M | 1.4% | 2026-Q1 |
| Carr Financial Group Corp new | 190,058 | $12M | 1.3% | 2026-Q1 |
| HighTower Advisors, LLC added | 169,050 | $11M | 1.1% | 2026-Q1 |
| VALLEY NATIONAL ADVISERS INC trimmed | 161,992 | $10M | 1.1% | 2026-Q1 |
| D'Orazio & Associates, Inc. added | 158,950 | $10M | 1.1% | 2026-Q1 |
| Olde Wealth Management, LLC added | 151,137 | $10M | 1.0% | 2026-Q1 |
| Certified Advisory Corp added | 133,439 | $9M | 0.9% | 2026-Q1 |
| Sigma Planning Corp added | 129,075 | $8M | 0.9% | 2026-Q1 |
| CGN Advisors LLC added | 111,356 | $7M | 0.7% | 2026-Q1 |
| Lakeshore Capital Group, Inc. added | 108,795 | $7M | 0.7% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. added | 102,971 | $7M | 0.7% | 2026-Q1 |
| GW HENSSLER & ASSOCIATES LTD added | 99,535 | $6M | 0.7% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 80,861 | $5M | 0.5% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 75,795 | $5M | 0.5% | 2026-Q1 |
| Marshall & Sterling Wealth Advisors Inc. added | 69,517 | $4M | 0.5% | 2026-Q1 |
| Stratos Wealth Advisors, LLC added | 69,177 | $4M | 0.5% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 63,437 | $4M | 0.4% | 2026-Q1 |
| Merit Financial Group, LLC added | 61,153 | $4M | 0.4% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 60,840 | $4M | 0.4% | 2026-Q1 |
| Milestones Private Investment Advisors LLC added | 60,571 | $4M | 0.4% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 58,937 | $4M | 0.4% | 2026-Q1 |
| OPTIMA CAPITAL LLC trimmed | 57,125 | $4M | 0.4% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV new | 56,717 | $4M | 0.4% | 2026-Q1 |
| WJ Wealth Management, LLC trimmed | 54,186 | $3M | 0.4% | 2026-Q1 |
| UPTICK PARTNERS, LLC added | 51,119 | $3M | 0.3% | 2026-Q1 |
| LEAVELL INVESTMENT MANAGEMENT, INC. added | 45,309 | $3M | 0.3% | 2026-Q1 |
| Keating Financial Advisory Services, Inc. added | 38,971 | $2M | 0.3% | 2026-Q1 |
| FLOW TRADERS U.S. LLC added | 38,542 | $2M | 0.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 36,566 | $2M | 0.2% | 2026-Q1 |
| FIRST COMMUNITY TRUST NA new | 36,380 | $2M | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 33,837 | $2M | 0.2% | 2026-Q1 |
| Cedar Wealth Management, LLC added | 31,929 | $2M | 0.2% | 2026-Q1 |
| Stonebridge Wealth Management, LLC added | 30,107 | $2M | 0.2% | 2026-Q1 |
| CALTON & ASSOCIATES, INC. added | 29,378 | $2M | 0.2% | 2026-Q1 |
| THOROUGHBRED FINANCIAL SERVICES, LLC added | 24,749 | $2M | 0.2% | 2026-Q1 |
| LongView Wealth Management trimmed | 22,305 | $2M | 0.2% | 2026-Q1 |
| Sonoma Allocations LLC added | 22,981 | $1M | 0.2% | 2026-Q1 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV added | 23,358 | $1M | 0.2% | 2026-Q1 |
| Geneos Wealth Management Inc. new | 22,914 | $1M | 0.2% | 2026-Q1 |
| LaSalle St. Investment Advisors, LLC added | 22,371 | $1M | 0.1% | 2026-Q1 |
| Dynamic Advisor Solutions LLC added | 22,283 | $1M | 0.1% | 2026-Q1 |
| ADAPT WEALTH ADVISORS, LLC added | 20,567 | $1M | 0.1% | 2026-Q1 |
| Spire Wealth Management added | 18,599 | $1M | 0.1% | 2026-Q1 |
| Henderson Brothers Financial Partners, LLC new | 17,390 | $1M | 0.1% | 2026-Q1 |
| Bank of New York Mellon Corp added | 17,385 | $1M | 0.1% | 2026-Q1 |
| Saxony Capital Management, LLC added | 16,841 | $1M | 0.1% | 2026-Q1 |
| Disciplined Investments, LLC | 16,766 | $1M | 0.1% | 2026-Q1 |
| Rossby Financial, LCC added | 16,520 | $1M | 0.1% | 2026-Q1 |
| Strategic Financial Concepts, LLC new | 14,341 | $1M | 0.1% | 2026-Q1 |
| Wealth Enhancement Trust Services, Inc. new | 15,366 | $983K | 0.1% | 2026-Q1 |
| CIBC WORLD MARKET INC. added | 14,453 | $925K | 0.1% | 2026-Q1 |
| Nova Wealth Management, Inc. added | 14,125 | $904K | 0.1% | 2026-Q1 |
| Foundations Investment Advisors, LLC trimmed | 13,947 | $892K | 0.1% | 2026-Q1 |
| Golden State Wealth Management, LLC added | 13,253 | $848K | 0.1% | 2026-Q1 |
| Prospera Financial Services Inc added | 12,646 | $809K | 0.1% | 2026-Q1 |
| Avior Wealth Management, LLC new | 11,718 | $750K | 0.1% | 2026-Q1 |
| Breakwater Capital Group added | 11,238 | $719K | 0.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 10,901 | $697K | 0.1% | 2026-Q1 |
| Key Client Fiduciary Advisors, LLC added | 10,620 | $679K | 0.1% | 2026-Q1 |
| GWN SECURITIES INC. added | 8,600 | $550K | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 7,994 | $511K | 0.1% | 2026-Q1 |
| Impact Capital Partners LLC new | 7,488 | $479K | 0.0% | 2026-Q1 |
| MKT Advisors LLC | 7,243 | $474K | 0.0% | 2026-Q1 |
| ELEVATION POINT WEALTH PARTNERS, LLC new | 409,425 | $25M | 2.6% | 2025-Q2 stale |
| B&D White Capital Company, LLC added | 203,048 | $14M | 1.4% | 2025-Q4 stale |
| Keystone Global Partners, LLC new | 85,805 | $6M | 0.6% | 2025-Q4 stale |
| WIN ADVISORS, INC added | 48,301 | $3M | 0.3% | 2025-Q4 stale |
| Itau Unibanco Holding S.A. new | 16,170 | $3M | 0.3% | 2025-Q3 stale |
| Gilbert Capital Group, Inc. new | 40,666 | $3M | 0.3% | 2025-Q4 stale |
| VISTA INVESTMENT PARTNERS II, LLC new | 39,052 | $3M | 0.3% | 2025-Q3 stale |
| Synergy Asset Management, LLC trimmed | 37,866 | $2M | 0.3% | 2025-Q3 stale |
| EWG Elevate Inc. trimmed | 23,426 | $2M | 0.2% | 2025-Q3 stale |
| FLAGSTAR ADVISORS INC trimmed | 10,539 | $636K | 0.1% | 2025-Q2 stale |
| WEALTHGARDEN F.S. LLC new | 9,487 | $636K | 0.1% | 2025-Q3 stale |
| Archer Investment Management, LLC new | 8,767 | $597K | 0.1% | 2025-Q4 stale |
| TWO SIGMA SECURITIES, LLC new | 7,875 | $536K | 0.1% | 2025-Q4 stale |
| FLAGSHIP WEALTH ADVISORS, LLC | 7,500 | $511K | 0.1% | 2025-Q4 stale |
| FISCHER INVESTMENT STRATEGIES, LLC new | 7,425 | $506K | 0.1% | 2025-Q4 stale |
| Compound Planning, Inc. trimmed | 6,940 | $473K | 0.0% | 2025-Q4 stale |
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.
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.