Who owns GMRS
Which tracked institutional funds hold GMRS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See GMRS company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
Conviction spread
GMRS’s largest tracked holder by dollar value, Kohlberg Kravis Roberts & Co. L.P., sizes it at 4.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 4.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in GMRS 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
Only one quarter (2026-Q2) of 13F history is available — a quarter-over-quarter accumulation delta needs two.
We do not publish a positioning read for a window we cannot measure honestly. A starting question, not a verdict.
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.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Kohlberg Kravis Roberts & Co. L.P. new | 14,785,611 | $229M | 28.9% | 2026-Q2 |
| FMR LLC new | 3,361,000 | $52M | 6.6% | 2026-Q2 |
| CITADEL ADVISORS LLC new | 3,187,840 | $49M | 6.2% | 2026-Q2 |
| Invesco Ltd. new | 3,088,978 | $48M | 6.0% | 2026-Q2 |
| NORGES BANK new | 2,950,000 | $46M | 5.8% | 2026-Q2 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND new | 2,400,000 | $37M | 4.7% | 2026-Q2 |
| Alyeska Investment Group, L.P. new | 2,381,425 | $37M | 4.6% | 2026-Q2 |
| Koch, Inc. new | 2,204,449 | $34M | 4.3% | 2026-Q2 |
| Alberta Investment Management Corp new | 1,517,000 | $23M | 3.0% | 2026-Q2 |
| Ensign Peak Advisors, Inc new | 1,269,885 | $20M | 2.5% | 2026-Q2 |
| BlackRock, Inc. new | 1,251,022 | $19M | 2.4% | 2026-Q2 |
| Holocene Advisors, LP new | 1,112,667 | $17M | 2.2% | 2026-Q2 |
| Woodline Partners LP new | 1,010,224 | $16M | 2.0% | 2026-Q2 |
| Unisphere Establishment new | 950,000 | $15M | 1.9% | 2026-Q2 |
| READYSTATE ASSET MANAGEMENT LP new | 836,713 | $13M | 1.6% | 2026-Q2 |
| FRANKLIN RESOURCES INC new | 754,837 | $12M | 1.5% | 2026-Q2 |
| Steamboat Capital Partners, LLC new | 594,018 | $9M | 1.2% | 2026-Q2 |
| TEACHER RETIREMENT SYSTEM OF TEXAS new | 575,000 | $9M | 1.1% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC new | 575,000 | $9M | 1.1% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 570,769 | $9M | 1.1% | 2026-Q2 |
| SONA ASSET MANAGEMENT (US) LLC new | 450,000 | $7M | 0.9% | 2026-Q2 |
| SEVEN GRAND MANAGERS, LLC new | 450,000 | $7M | 0.9% | 2026-Q2 |
| D. E. Shaw & Co., Inc. new | 401,964 | $6M | 0.8% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. new | 396,014 | $6M | 0.8% | 2026-Q2 |
| JANE STREET GROUP, LLC new | 380,830 | $6M | 0.7% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC new | 342,465 | $5M | 0.7% | 2026-Q2 |
| Bellevue Group AG new | 333,333 | $5M | 0.7% | 2026-Q2 |
| JPMORGAN CHASE & CO new | 298,562 | $4M | 0.6% | 2026-Q2 |
| Longaeva Partners L.P. new | 296,462 | $5M | 0.6% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP new | 259,717 | $4M | 0.5% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL new | 242,364 | $4M | 0.5% | 2026-Q2 |
| Ghisallo Capital Management LLC new | 200,000 | $3M | 0.4% | 2026-Q2 |
| HBK INVESTMENTS L P new | 200,000 | $3M | 0.4% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC new | 197,874 | $3M | 0.4% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO new | 175,731 | $3M | 0.3% | 2026-Q2 |
| STATE STREET CORP new | 164,450 | $3M | 0.3% | 2026-Q2 |
| Burkehill Global Management, LP new | 160,000 | $2M | 0.3% | 2026-Q2 |
| MARSHALL WACE, LLP new | 150,498 | $2M | 0.3% | 2026-Q2 |
| Hudson Bay Capital Management LP new | 141,830 | $2M | 0.3% | 2026-Q2 |
| Atom Investors LP new | 112,082 | $2M | 0.2% | 2026-Q2 |
| NORTHERN TRUST CORP new | 70,582 | $1M | 0.1% | 2026-Q2 |
| Man Group plc new | 55,163 | $853K | 0.1% | 2026-Q2 |
| Qube Research & Technologies Ltd new | 54,272 | $839K | 0.1% | 2026-Q2 |
| Squarepoint Ops LLC new | 51,842 | $801K | 0.1% | 2026-Q2 |
| Garden State Investment Advisory Services LLC new | 40,133 | $620K | 0.1% | 2026-Q2 |
| Point72 Asset Management, L.P. new | 37,956 | $587K | 0.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC new | 31,714 | $490K | 0.1% | 2026-Q2 |
| Premier Path Wealth Partners, LLC new | 22,500 | $348K | 0.0% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 21,018 | $325K | 0.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC new | 20,650 | $319K | 0.0% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ new | 19,921 | $308K | 0.0% | 2026-Q2 |
| US BANCORP \DE\ new | 17,406 | $269K | 0.0% | 2026-Q2 |
| Legal & General Group Plc new | 15,000 | $229K | 0.0% | 2026-Q2 |
| CITIGROUP INC new | 14,709 | $227K | 0.0% | 2026-Q2 |
| Vanguard Global Advisers, LLC new | 13,637 | $211K | 0.0% | 2026-Q2 |
| TWO SIGMA SECURITIES, LLC new | 10,902 | $169K | 0.0% | 2026-Q2 |
| MORGAN STANLEY new | 7,016 | $108K | 0.0% | 2026-Q2 |
| BARCLAYS PLC new | 3,618 | $56K | 0.0% | 2026-Q2 |
| Clearstead Advisors, LLC new | 1,800 | $28K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN new | 1,000 | $15K | 0.0% | 2026-Q2 |
| Allworth Financial LP new | 520 | $8K | 0.0% | 2026-Q2 |
| UBS Group AG new | 415 | $6K | 0.0% | 2026-Q2 |
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.