Who owns GPIX
Which tracked institutional funds hold GPIX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See GPIX company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 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 GPIX is one-sided between 2026-Q1 and 2026-Q2: 144 added or opened and 29 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
GPIX’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 0.3% of theirs — a 0.2pp gap the other way — the median holder sizes GPIX more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in GPIX 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 343 tracked filers holding GPIX, 260 increased or opened the position and 93 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 GPIX 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 23
- CAPITAL ADVISORS INC/OK$88M
- AMERIPRISE FINANCIAL INC$43M
- Markowski Investments$10M
- MAI Capital Management$8M
- AlphaStar Capital Management, LLC$7M
- NewEdge Advisors, LLC$4M
Full exits 19
- HighTower Advisors, LLC$104M
- Northeast Financial Group, Inc.$5M
- FRG Family Wealth Advisors LLC$4M
- Aurora Private Wealth, Inc.$4M
- JANE STREET GROUP, LLC$4M
- Cambridge Investment Research Advisors, Inc.$3M
Largest adds
- BANK OF AMERICA CORP /DE/$105M
- MISSION WEALTH MANAGEMENT, LP$91M
- LPL Financial LLC$83M
- WELLS FARGO & COMPANY/MN$46M
- RAYMOND JAMES FINANCIAL INC$28M
- UBS Group AG$21M
Largest trims
- Richmond Investment Services, LLC$5M
- Kingsview Wealth Management, LLC$3M
- Horizon Investments, LLC$2M
- Henderson Brothers Financial Partners, LLC$2M
- AE Wealth Management LLC$1M
- PATTEN & PATTEN INC/TN$413K
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 | 6,075,240 | $338M | 13.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 4,551,025 | $253M | 10.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 2,380,981 | $132M | 5.3% | 2026-Q2 |
| Requisite Capital Management, LLC trimmed | 2,294,749 | $128M | 5.1% | 2026-Q2 |
| MISSION WEALTH MANAGEMENT, LP added | 2,185,375 | $121M | 4.9% | 2026-Q2 |
| Cornerstone Advisory, LLC added | 1,715,359 | $95M | 3.8% | 2026-Q2 |
| CAPITAL ADVISORS INC/OK new | 1,584,564 | $88M | 3.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,580,262 | $88M | 3.5% | 2026-Q2 |
| SK Wealth Management, LLC added | 1,026,659 | $58M | 2.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 974,103 | $54M | 2.2% | 2026-Q2 |
| Eaton Financial Holdings Company, LLC added | 916,992 | $51M | 2.1% | 2026-Q2 |
| Modern Wealth Management, LLC added | 808,515 | $45M | 1.8% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 765,288 | $43M | 1.7% | 2026-Q2 |
| UBS Group AG added | 743,831 | $41M | 1.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 701,978 | $39M | 1.6% | 2026-Q2 |
| Cerity Partners LLC added | 633,359 | $35M | 1.4% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 549,728 | $31M | 1.2% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 547,354 | $30M | 1.2% | 2026-Q2 |
| KINTRA WEALTH, LLC added | 490,051 | $28M | 1.1% | 2026-Q2 |
| Cetera Investment Advisers added | 434,673 | $24M | 1.0% | 2026-Q2 |
| Equitable Holdings, Inc. added | 426,110 | $24M | 1.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 400,098 | $22M | 0.9% | 2026-Q2 |
| Graney & King, LLC added | 396,389 | $22M | 0.9% | 2026-Q2 |
| WNY Asset Management, LLC added | 390,965 | $22M | 0.9% | 2026-Q2 |
| CHILDRESS CAPITAL ADVISORS, LLC added | 358,168 | $20M | 0.8% | 2026-Q2 |
| Hilton Capital Management, LLC added | 284,593 | $16M | 0.6% | 2026-Q2 |
| Ellis Investment Partners, LLC added | 263,470 | $15M | 0.6% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 254,257 | $14M | 0.6% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 247,265 | $14M | 0.6% | 2026-Q2 |
| MGO ONE SEVEN LLC added | 226,712 | $13M | 0.5% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 225,034 | $13M | 0.5% | 2026-Q2 |
| Mason & Associates Inc trimmed | 224,343 | $12M | 0.5% | 2026-Q2 |
| JMAC ENTERPRISES LLC added | 220,480 | $12M | 0.5% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 216,301 | $12M | 0.5% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 214,103 | $12M | 0.5% | 2026-Q2 |
| Wick Capital Partners, LLC added | 214,500 | $12M | 0.5% | 2026-Q2 |
| Investors Portfolio Services LLC added | 190,194 | $11M | 0.4% | 2026-Q2 |
| Markowski Investments new | 187,992 | $10M | 0.4% | 2026-Q2 |
| ELEVATION POINT WEALTH PARTNERS, LLC added | 182,478 | $10M | 0.4% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. added | 182,298 | $10M | 0.4% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 171,766 | $10M | 0.4% | 2026-Q2 |
| Navis Wealth Advisors, LLC added | 161,253 | $9M | 0.4% | 2026-Q2 |
| MAI Capital Management new | 150,834 | $8M | 0.3% | 2026-Q2 |
| Richmond Investment Services, LLC trimmed | 148,647 | $8M | 0.3% | 2026-Q2 |
| Private Advisor Group, LLC added | 146,200 | $8M | 0.3% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 142,510 | $8M | 0.3% | 2026-Q2 |
| Delta Investment Management, LLC added | 134,102 | $7M | 0.3% | 2026-Q2 |
| Elmwood Wealth Management, Inc. added | 132,082 | $7M | 0.3% | 2026-Q2 |
| Bridgewealth Advisory Group, LLC added | 130,861 | $7M | 0.3% | 2026-Q2 |
| AlphaStar Capital Management, LLC new | 126,337 | $7M | 0.3% | 2026-Q2 |
| Arax Advisory Partners added | 124,785 | $7M | 0.3% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 120,167 | $7M | 0.3% | 2026-Q2 |
| Orion Porfolio Solutions, LLC added | 113,158 | $6M | 0.3% | 2026-Q2 |
| Cedarwood Wealth LLC added | 110,397 | $6M | 0.2% | 2026-Q2 |
| Boyce & Associates Wealth Consulting, Inc. added | 110,235 | $6M | 0.2% | 2026-Q2 |
| American Alpha Advisors, LLC added | 109,221 | $6M | 0.2% | 2026-Q2 |
| Lifestyle Asset Management, Inc. added | 107,780 | $6M | 0.2% | 2026-Q2 |
| KENNEDY INVESTMENT GROUP, INC. added | 105,157 | $6M | 0.2% | 2026-Q2 |
| Prota Financial, LLC added | 104,206 | $6M | 0.2% | 2026-Q2 |
| FOCUSED ALPHA, LLC trimmed | 101,643 | $6M | 0.2% | 2026-Q2 |
| CHOREO, LLC added | 100,455 | $6M | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 99,334 | $6M | 0.2% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 95,717 | $5M | 0.2% | 2026-Q2 |
| Whalen Wealth Management Inc. trimmed | 94,837 | $5M | 0.2% | 2026-Q2 |
| DAVENPORT & Co LLC added | 94,626 | $5M | 0.2% | 2026-Q2 |
| Retirement Planning Group, LLC added | 94,319 | $5M | 0.2% | 2026-Q2 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV added | 93,952 | $5M | 0.2% | 2026-Q2 |
| HUB Investment Partners, LLC added | 91,997 | $5M | 0.2% | 2026-Q2 |
| Waverly Advisors, LLC added | 91,876 | $5M | 0.2% | 2026-Q2 |
| Wealthcare Advisory Partners LLC added | 91,765 | $5M | 0.2% | 2026-Q2 |
| Focused Wealth Management, Inc added | 91,610 | $5M | 0.2% | 2026-Q2 |
| Semus Wealth Partners LLC added | 90,432 | $5M | 0.2% | 2026-Q2 |
| EP Wealth Advisors, LLC added | 89,270 | $5M | 0.2% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 88,258 | $5M | 0.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 84,458 | $5M | 0.2% | 2026-Q2 |
| Strategic Blueprint, LLC added | 82,268 | $5M | 0.2% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 81,808 | $4M | 0.2% | 2026-Q2 |
| Lebenthal Global Advisors, LLC added | 79,638 | $4M | 0.2% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC added | 79,621 | $4M | 0.2% | 2026-Q2 |
| Kingsview Wealth Management, LLC trimmed | 78,162 | $4M | 0.2% | 2026-Q2 |
| Cannon Advisors, Inc. added | 76,561 | $4M | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC added | 74,999 | $4M | 0.2% | 2026-Q2 |
| Private Wealth Partners, LLC trimmed | 73,054 | $4M | 0.2% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 70,800 | $4M | 0.2% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 69,772 | $4M | 0.2% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 69,582 | $4M | 0.2% | 2026-Q2 |
| Prosperity Financial Group, Inc. added | 68,664 | $4M | 0.2% | 2026-Q2 |
| Tandem Financial, LLC added | 68,093 | $4M | 0.2% | 2026-Q2 |
| Invst, LLC added | 67,553 | $4M | 0.2% | 2026-Q2 |
| HighTower Advisors, LLC added | 2,087,531 | $104M | 4.2% | 2026-Q1 stale |
| Pineridge Advisors LLC new | 568,174 | $30M | 1.2% | 2025-Q3 stale |
| Greater Midwest Financial Group, LLC added | 242,370 | $11M | 0.5% | 2025-Q1 stale |
| B&D White Capital Company, LLC new | 172,332 | $9M | 0.3% | 2025-Q2 stale |
| MIRAE ASSET SECURITIES (USA) INC. new | 140,000 | $7M | 0.3% | 2025-Q4 stale |
| Northeast Financial Group, Inc. trimmed | 93,037 | $5M | 0.2% | 2026-Q1 stale |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC new | 84,091 | $4M | 0.2% | 2025-Q4 stale |
| FRG Family Wealth Advisors LLC added | 86,830 | $4M | 0.2% | 2026-Q1 stale |
| Aurora Private Wealth, Inc. | 77,190 | $4M | 0.2% | 2026-Q1 stale |
| Graypoint LLC new | 78,344 | $4M | 0.2% | 2025-Q2 stale |
| JANE STREET GROUP, LLC trimmed | 75,690 | $4M | 0.2% | 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.