Who owns GPIQ
Which tracked institutional funds hold GPIQ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See GPIQ 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
The tracked-fund tape on GPIQ is one-sided between 2026-Q1 and 2026-Q2: 147 added or opened and 16 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
GPIQ’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 0.1pp gap the other way — the median holder sizes GPIQ more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in GPIQ 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 282 tracked filers holding GPIQ, 236 increased or opened the position and 63 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 GPIQ 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 27
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$44M
- ELEVATION POINT WEALTH PARTNERS, LLC$14M
- Vestmark Advisory Solutions, Inc.$14M
- Markowski Investments$12M
- AlphaStar Capital Management, LLC$6M
- AMERIPRISE FINANCIAL INC$6M
Full exits 13
- HighTower Advisors, LLC$55M
- FRG Family Wealth Advisors LLC$3M
- M Holdings Securities, Inc.$3M
- Sunbelt Securities, Inc.$2M
- Cambridge Investment Research Advisors, Inc.$2M
- Ascentis Independent Advisors$2M
Largest adds
- LPL Financial LLC$57M
- BANK OF AMERICA CORP /DE/$56M
- WELLS FARGO & COMPANY/MN$33M
- RAYMOND JAMES FINANCIAL INC$23M
- UBS Group AG$23M
- GOLDMAN SACHS GROUP INC$21M
Largest trims
- Stratos Wealth Advisors, LLC$502K
- PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$457K
- Synergy Financial Group, LTD$297K
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 | 2,891,440 | $171M | 11.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 2,437,299 | $145M | 9.5% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 1,830,968 | $109M | 7.2% | 2026-Q2 |
| Requisite Capital Management, LLC added | 1,581,010 | $94M | 6.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 1,204,020 | $71M | 4.7% | 2026-Q2 |
| UBS Group AG added | 865,553 | $51M | 3.4% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 760,586 | $45M | 3.0% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 743,204 | $44M | 2.9% | 2026-Q2 |
| Cerity Partners LLC added | 729,813 | $43M | 2.9% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 634,074 | $38M | 2.5% | 2026-Q2 |
| GGM Financial LLC added | 529,280 | $31M | 2.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 509,531 | $30M | 2.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 388,395 | $23M | 1.5% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 358,676 | $21M | 1.4% | 2026-Q2 |
| EP Wealth Advisors, LLC added | 347,123 | $21M | 1.4% | 2026-Q2 |
| PATTEN & PATTEN INC/TN added | 275,350 | $16M | 1.1% | 2026-Q2 |
| AMERICAN NATIONAL BANK & TRUST added | 256,482 | $15M | 1.0% | 2026-Q2 |
| Cetera Investment Advisers added | 251,726 | $15M | 1.0% | 2026-Q2 |
| Ellis Investment Partners, LLC added | 245,893 | $15M | 1.0% | 2026-Q2 |
| Bensler, LLC added | 237,081 | $14M | 0.9% | 2026-Q2 |
| ELEVATION POINT WEALTH PARTNERS, LLC new | 233,850 | $14M | 0.9% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. new | 233,592 | $14M | 0.9% | 2026-Q2 |
| MGO ONE SEVEN LLC added | 212,534 | $13M | 0.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 212,391 | $13M | 0.8% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 211,461 | $13M | 0.8% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 208,459 | $12M | 0.8% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 207,333 | $12M | 0.8% | 2026-Q2 |
| Markowski Investments new | 202,683 | $12M | 0.8% | 2026-Q2 |
| Equitable Holdings, Inc. added | 182,805 | $11M | 0.7% | 2026-Q2 |
| XML Financial, LLC trimmed | 159,217 | $9M | 0.6% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 143,434 | $9M | 0.6% | 2026-Q2 |
| Wick Capital Partners, LLC added | 140,128 | $8M | 0.5% | 2026-Q2 |
| Significant Wealth Partners LLC added | 133,953 | $8M | 0.5% | 2026-Q2 |
| Navis Wealth Advisors, LLC added | 133,453 | $8M | 0.5% | 2026-Q2 |
| MJP ASSOCIATES INC /ADV added | 130,370 | $8M | 0.5% | 2026-Q2 |
| Advisor OS, LLC added | 130,370 | $8M | 0.5% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 124,235 | $7M | 0.5% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 111,223 | $7M | 0.4% | 2026-Q2 |
| &PARTNERS added | 108,872 | $6M | 0.4% | 2026-Q2 |
| Delta Investment Management, LLC added | 109,061 | $6M | 0.4% | 2026-Q2 |
| AlphaStar Capital Management, LLC new | 108,294 | $6M | 0.4% | 2026-Q2 |
| Mason & Associates Inc added | 105,390 | $6M | 0.4% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC new | 105,335 | $6M | 0.4% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 102,800 | $6M | 0.4% | 2026-Q2 |
| Cannon Advisors, Inc. added | 104,623 | $6M | 0.4% | 2026-Q2 |
| Semus Wealth Partners LLC added | 96,001 | $6M | 0.4% | 2026-Q2 |
| Z3 Capital Partners, LLC new | 94,225 | $6M | 0.4% | 2026-Q2 |
| SHP Wealth Management new | 92,916 | $6M | 0.4% | 2026-Q2 |
| Reyes Financial Architecture, Inc. new | 92,456 | $5M | 0.4% | 2026-Q2 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC trimmed | 91,748 | $5M | 0.4% | 2026-Q2 |
| Private Advisor Group, LLC added | 90,673 | $5M | 0.4% | 2026-Q2 |
| Arsenal Capital Advisors LLC added | 90,155 | $5M | 0.4% | 2026-Q2 |
| MISSION WEALTH MANAGEMENT, LP new | 89,977 | $5M | 0.4% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 87,171 | $5M | 0.3% | 2026-Q2 |
| Bank of New York Mellon Corp added | 82,583 | $5M | 0.3% | 2026-Q2 |
| Kraft, Davis & Associates, LLC added | 83,081 | $5M | 0.3% | 2026-Q2 |
| NewEdge Advisors, LLC added | 75,821 | $4M | 0.3% | 2026-Q2 |
| Aurdan Capital Management, LLC added | 75,821 | $4M | 0.3% | 2026-Q2 |
| PARAGON FINANCIAL PARTNERS, INC. added | 79,814 | $4M | 0.3% | 2026-Q2 |
| RiverFront Investment Group, LLC added | 74,569 | $4M | 0.3% | 2026-Q2 |
| CHILDRESS CAPITAL ADVISORS, LLC added | 72,497 | $4M | 0.3% | 2026-Q2 |
| Tandem Financial, LLC added | 72,476 | $4M | 0.3% | 2026-Q2 |
| WNY Asset Management, LLC added | 69,294 | $4M | 0.3% | 2026-Q2 |
| Cedarwood Wealth LLC added | 68,306 | $4M | 0.3% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 66,764 | $4M | 0.3% | 2026-Q2 |
| Waverly Advisors, LLC added | 63,053 | $4M | 0.2% | 2026-Q2 |
| Cornerstone Advisory, LLC added | 62,421 | $4M | 0.2% | 2026-Q2 |
| Strategic Blueprint, LLC added | 60,740 | $4M | 0.2% | 2026-Q2 |
| Tradition Wealth Management, LLC added | 60,690 | $4M | 0.2% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 58,990 | $3M | 0.2% | 2026-Q2 |
| SBI Securities Co., Ltd. new | 57,254 | $3M | 0.2% | 2026-Q2 |
| Castle Rock Wealth Management, LLC added | 57,155 | $3M | 0.2% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 54,032 | $3M | 0.2% | 2026-Q2 |
| Modern Wealth Management, LLC added | 53,900 | $3M | 0.2% | 2026-Q2 |
| Ethos Financial Group, LLC added | 59,338 | $3M | 0.2% | 2026-Q2 |
| Bridgewealth Advisory Group, LLC added | 53,453 | $3M | 0.2% | 2026-Q2 |
| COMPASS FINANCIAL MANAGEMENT LLC new | 52,583 | $3M | 0.2% | 2026-Q2 |
| Arax Advisory Partners added | 45,866 | $3M | 0.2% | 2026-Q2 |
| Avestar Capital, LLC | 43,919 | $3M | 0.2% | 2026-Q2 |
| Inscription Capital, LLC added | 42,003 | $2M | 0.2% | 2026-Q2 |
| LANARK FINANCIAL, INC. added | 41,614 | $2M | 0.2% | 2026-Q2 |
| Invst, LLC added | 40,755 | $2M | 0.2% | 2026-Q2 |
| Regal Investment Advisors LLC trimmed | 40,447 | $2M | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 39,650 | $2M | 0.2% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 39,123 | $2M | 0.2% | 2026-Q2 |
| Capital Investment Advisory Services, LLC added | 38,761 | $2M | 0.2% | 2026-Q2 |
| Symphony Financial, Ltd. Co. added | 38,348 | $2M | 0.2% | 2026-Q2 |
| Investors Portfolio Services LLC added | 37,358 | $2M | 0.1% | 2026-Q2 |
| Beacon Financial Advisory LLC added | 36,579 | $2M | 0.1% | 2026-Q2 |
| KINGSWOOD WEALTH ADVISORS, LLC trimmed | 36,402 | $2M | 0.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 37,626 | $2M | 0.1% | 2026-Q2 |
| KENNEDY INVESTMENT GROUP, INC. added | 35,122 | $2M | 0.1% | 2026-Q2 |
| HighTower Advisors, LLC added | 1,111,955 | $55M | 3.6% | 2026-Q1 stale |
| B&D White Capital Company, LLC new | 351,699 | $18M | 1.2% | 2025-Q2 stale |
| MIRAE ASSET SECURITIES (USA) INC. added | 210,000 | $11M | 0.7% | 2025-Q4 stale |
| Graypoint LLC added | 101,972 | $5M | 0.3% | 2025-Q2 stale |
| JANE STREET GROUP, LLC trimmed | 70,961 | $4M | 0.2% | 2025-Q3 stale |
| FRG Family Wealth Advisors LLC new | 58,750 | $3M | 0.2% | 2026-Q1 stale |
| M Holdings Securities, Inc. added | 46,584 | $3M | 0.2% | 2026-Q1 stale |
| Sunbelt Securities, Inc. added | 42,804 | $2M | 0.1% | 2026-Q1 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.