Who owns GCOR
Which tracked institutional funds hold GCOR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See GCOR company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 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
17 tracked funds added or opened GCOR while 10 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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
GCOR’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in GCOR 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 76 tracked filers holding GCOR, 49 increased or opened the position and 31 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 GCOR 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
- NewEdge Advisors, LLC$5M
- Conservest Capital Advisors, Inc.$3M
- Global Retirement Partners, LLC$1M
- ASHTON THOMAS SECURITIES, LLC$737K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$677K
Full exits 3
- Betterment LLC$44M
- XML Financial, LLC$15M
- Private Advisor Group, LLC$530K
Largest adds
- MORGAN STANLEY$13M
- LPL Financial LLC$7M
- ENVESTNET ASSET MANAGEMENT INC$7M
- Sowell Financial Services LLC$5M
- Envestnet Portfolio Solutions, Inc.$4M
- Founders Financial Alliance, LLC$3M
Largest trims
- GOLDMAN SACHS GROUP INC$21M
- Corient Private Wealth LP$2M
- Patriot Financial Group Insurance Agency, LLC$993K
- Keebeck Wealth Management$670K
- CITADEL ADVISORS LLC$655K
- Robertson Stephens Wealth Management, LLC$302K
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 | 6,917,856 | $285M | 31.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 4,490,100 | $185M | 20.1% | 2026-Q2 |
| MORGAN STANLEY added | 1,554,686 | $64M | 7.0% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 1,507,766 | $62M | 6.8% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 1,125,737 | $46M | 5.1% | 2026-Q2 |
| Cetera Investment Advisers added | 933,132 | $38M | 4.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 638,453 | $26M | 2.9% | 2026-Q2 |
| Keebeck Wealth Management trimmed | 474,423 | $20M | 2.1% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 459,253 | $19M | 2.1% | 2026-Q2 |
| Sowell Financial Services LLC added | 399,487 | $16M | 1.8% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 166,114 | $7M | 0.7% | 2026-Q2 |
| Bank of New York Mellon Corp added | 123,067 | $5M | 0.6% | 2026-Q2 |
| NewEdge Advisors, LLC added | 122,893 | $5M | 0.6% | 2026-Q2 |
| LifePlan Investment Advisors, Inc. trimmed | 107,765 | $4M | 0.5% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 94,865 | $4M | 0.4% | 2026-Q2 |
| David Kennon Inc added | 94,106 | $4M | 0.4% | 2026-Q2 |
| CoreCap Advisors, LLC added | 86,015 | $4M | 0.4% | 2026-Q2 |
| Conservest Capital Advisors, Inc. new | 83,175 | $3M | 0.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 81,956 | $3M | 0.4% | 2026-Q2 |
| ELEVATION POINT WEALTH PARTNERS, LLC added | 81,338 | $3M | 0.4% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. added | 81,338 | $3M | 0.4% | 2026-Q2 |
| Founders Financial Alliance, LLC added | 72,462 | $3M | 0.3% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 71,156 | $3M | 0.3% | 2026-Q2 |
| Castle Rock Wealth Management, LLC trimmed | 57,170 | $2M | 0.3% | 2026-Q2 |
| PRIVATE TRUST CO NA trimmed | 50,274 | $2M | 0.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 42,357 | $2M | 0.2% | 2026-Q2 |
| Orion Porfolio Solutions, LLC added | 39,551 | $2M | 0.2% | 2026-Q2 |
| Robertson Stephens Wealth Management, LLC trimmed | 37,280 | $2M | 0.2% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 34,098 | $1M | 0.2% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 33,130 | $1M | 0.1% | 2026-Q2 |
| Transamerica Financial Advisors, LLC added | 30,349 | $1M | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 30,105 | $1M | 0.1% | 2026-Q2 |
| Beacon Financial Advisory LLC added | 30,088 | $1M | 0.1% | 2026-Q2 |
| Ausdal Financial Partners, Inc. added | 26,360 | $1M | 0.1% | 2026-Q2 |
| Perigon Wealth Management, LLC trimmed | 26,123 | $1M | 0.1% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 24,898 | $1M | 0.1% | 2026-Q2 |
| Legacy Advisors, LLC added | 24,086 | $991K | 0.1% | 2026-Q2 |
| ASHTON THOMAS SECURITIES, LLC new | 17,915 | $737K | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 16,453 | $677K | 0.1% | 2026-Q2 |
| Maia Wealth LLC trimmed | 15,800 | $650K | 0.1% | 2026-Q2 |
| Syntegra Private Wealth Group, LLC added | 14,911 | $614K | 0.1% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. trimmed | 14,772 | $608K | 0.1% | 2026-Q2 |
| Regal Investment Advisors LLC trimmed | 14,009 | $577K | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 12,620 | $519K | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 12,081 | $497K | 0.1% | 2026-Q2 |
| Patriot Financial Group Insurance Agency, LLC trimmed | 11,352 | $467K | 0.1% | 2026-Q2 |
| Perennial Investment Advisors, LLC trimmed | 10,354 | $426K | 0.0% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 6,987 | $288K | 0.0% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 6,976 | $287K | 0.0% | 2026-Q2 |
| World Investment Advisors trimmed | 6,739 | $277K | 0.0% | 2026-Q2 |
| Atria Investments, Inc trimmed | 6,369 | $262K | 0.0% | 2026-Q2 |
| Lantern Wealth Advisors, LLC added | 5,631 | $232K | 0.0% | 2026-Q2 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 5,510 | $227K | 0.0% | 2026-Q2 |
| UMB Bank, n.a. | 5,367 | $221K | 0.0% | 2026-Q2 |
| EFG International AG added | 5,094 | $210K | 0.0% | 2026-Q2 |
| Cornerstone Planning Group LLC | 4,936 | $200K | 0.0% | 2026-Q2 |
| Allworth Financial LP added | 4,118 | $169K | 0.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 3,259 | $134K | 0.0% | 2026-Q2 |
| Johnson Financial Group, Inc. new | 2,769 | $114K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC new | 2,094 | $86K | 0.0% | 2026-Q2 |
| FMR LLC added | 1,609 | $66K | 0.0% | 2026-Q2 |
| SOA Wealth Advisors, LLC. added | 1,313 | $54K | 0.0% | 2026-Q2 |
| GeoWealth Management, LLC added | 997 | $41K | 0.0% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC new | 734 | $30K | 0.0% | 2026-Q2 |
| FRANKLIN RESOURCES INC new | 525 | $22K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 302 | $12K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 291 | $12K | 0.0% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 197 | $8K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 172 | $7K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 177 | $7K | 0.0% | 2026-Q2 |
| OAKWORTH CAPITAL, INC. new | 94 | $4K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO | 77 | $3K | 0.0% | 2026-Q2 |
| Silver Grove Financial Group, Inc. added | 75 | $3K | 0.0% | 2026-Q2 |
| Russell Investments Group, Ltd. new | 69 | $3K | 0.0% | 2026-Q2 |
| Medallion Wealth Advisors, LLC | 22 | $906 | 0.0% | 2026-Q2 |
| Colonial Trust Advisors | 1 | $31 | 0.0% | 2026-Q2 |
| Betterment LLC added | 1,055,908 | $44M | 4.8% | 2026-Q1 stale (1 quarter behind) |
| XML Financial, LLC new | 372,878 | $15M | 1.7% | 2026-Q1 stale (1 quarter behind) |
| Private Advisor Group, LLC trimmed | 12,826 | $530K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| HRT FINANCIAL LP new | 10,545 | $435K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CENTAURUS FINANCIAL, INC. | 9,637 | $398K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| FLOW TRADERS U.S. LLC trimmed | 7,643 | $316K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. trimmed | 5,173 | $214K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Western Wealth Management, LLC new | 1,960 | $81K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Aventura Private Wealth, LLC new | 687 | $28K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC | 421 | $17K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| BROWN, LISLE/CUMMINGS, INC. new | 73 | $3K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Magnus Financial Group LLC new | 18,037 | $749K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC trimmed | 6,060 | $252K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| OPTIMA CAPITAL LLC trimmed | 404 | $17K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| UBS Group AG trimmed | 81 | $3K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Parallel Advisors, LLC new | 0 | $40 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Bristlecone Advisors, LLC added | 156,815 | $7M | 0.7% | 2025-Q3 stale (3 quarters behind) |
| Consolidated Portfolio Review Corp added | 47,837 | $2M | 0.2% | 2025-Q3 stale (3 quarters behind) |
| AMERIPRISE FINANCIAL INC trimmed | 5,195 | $217K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Atria Wealth Solutions, Inc. trimmed | 92,046 | $4M | 0.4% | 2025-Q2 stale (4 quarters behind) |
| FLAGSTAR ADVISORS INC added | 6,110 | $253K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.