Who owns GRPM
Which tracked institutional funds hold GRPM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See GRPM company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-18). 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
19 tracked funds added or opened GRPM while 15 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
GRPM’s largest tracked holder by dollar value, HighTower Advisors, LLC, sizes it at 4.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 4.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in GRPM 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 88 tracked filers holding GRPM, 38 increased or opened the position and 48 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 GRPM 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 1
- Daniel Investment Group, Inc.$569K
Full exits 8
- HighTower Advisors, LLC$41M
- THOROUGHBRED FINANCIAL SERVICES, LLC$3M
- Integrated Wealth Concepts LLC$3M
- TRUIST FINANCIAL CORP$2M
- Cambridge Investment Research Advisors, Inc.$1M
- JANE STREET GROUP, LLC$899K
Largest adds
- OSAIC HOLDINGS, INC.$5M
- GW HENSSLER & ASSOCIATES LTD$4M
- BANK OF AMERICA CORP /DE/$4M
- LPL Financial LLC$3M
- 626 Financial, LLC$2M
- GOLDMAN SACHS GROUP INC$2M
Largest trims
- MORGAN STANLEY$4M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$3M
- Cetera Investment Advisers$2M
- ENVESTNET ASSET MANAGEMENT INC$1M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$583K
- Creative Planning$410K
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 |
|---|---|---|---|---|
| GW HENSSLER & ASSOCIATES LTD added | 282,594 | $37M | 12.6% | 2026-Q2 |
| MORGAN STANLEY trimmed | 174,943 | $23M | 7.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 161,430 | $21M | 7.2% | 2026-Q2 |
| LPL Financial LLC added | 149,657 | $19M | 6.7% | 2026-Q2 |
| 626 Financial, LLC added | 95,403 | $12M | 4.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 88,723 | $12M | 4.0% | 2026-Q2 |
| Ameritas Investment Partners, Inc. added | 62,822 | $8M | 2.8% | 2026-Q2 |
| Summit Financial, LLC added | 59,878 | $8M | 2.7% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 51,379 | $7M | 2.3% | 2026-Q2 |
| Private Advisor Group, LLC added | 46,062 | $6M | 2.1% | 2026-Q2 |
| WealthCare Investment Partners, LLC added | 46,040 | $6M | 2.1% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC added | 41,199 | $5M | 1.8% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP trimmed | 38,492 | $5M | 1.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 36,260 | $5M | 1.6% | 2026-Q2 |
| Creative Planning trimmed | 35,296 | $5M | 1.6% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 33,024 | $4M | 1.5% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 28,808 | $4M | 1.3% | 2026-Q2 |
| UBS Group AG trimmed | 27,735 | $4M | 1.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 26,848 | $3M | 1.2% | 2026-Q2 |
| Cerity Partners LLC trimmed | 26,563 | $3M | 1.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 19,740 | $3M | 0.9% | 2026-Q2 |
| Asset Allocation Strategies LLC added | 18,696 | $2M | 0.8% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 16,035 | $2M | 0.7% | 2026-Q2 |
| Sigma Planning Corp added | 12,977 | $2M | 0.6% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 12,674 | $2M | 0.6% | 2026-Q2 |
| Arrowroot Family Office, LLC added | 9,786 | $1M | 0.4% | 2026-Q2 |
| Fortitude Financial, LLC trimmed | 9,281 | $1M | 0.4% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 8,800 | $1M | 0.4% | 2026-Q2 |
| OPPENHEIMER & CO INC trimmed | 8,415 | $1M | 0.4% | 2026-Q2 |
| GTS SECURITIES LLC added | 8,392 | $1M | 0.4% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 8,031 | $1M | 0.4% | 2026-Q2 |
| Davis Investment Partners, LLC trimmed | 7,891 | $1M | 0.4% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 7,405 | $964K | 0.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 6,147 | $800K | 0.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 6,087 | $792K | 0.3% | 2026-Q2 |
| Fortune Financial Group, Inc. added | 5,820 | $758K | 0.3% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 4,466 | $581K | 0.2% | 2026-Q2 |
| Daniel Investment Group, Inc. new | 4,375 | $569K | 0.2% | 2026-Q2 |
| SeedSafe Financial LLC trimmed | 3,264 | $425K | 0.1% | 2026-Q2 |
| Main Street Group, LTD added | 3,171 | $413K | 0.1% | 2026-Q2 |
| Modern Wealth Management, LLC | 3,112 | $405K | 0.1% | 2026-Q2 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors added | 3,059 | $398K | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC | 2,758 | $359K | 0.1% | 2026-Q2 |
| MONTAG A & ASSOCIATES INC | 2,750 | $358K | 0.1% | 2026-Q2 |
| Cornerstone Wealth Management, LLC trimmed | 2,662 | $347K | 0.1% | 2026-Q2 |
| Redhawk Wealth Advisors, Inc. added | 2,615 | $340K | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 2,465 | $321K | 0.1% | 2026-Q2 |
| Gladstone Institutional Advisory LLC | 2,445 | $318K | 0.1% | 2026-Q2 |
| COMPASS CAPITAL CORP /MA/ /ADV added | 2,220 | $318K | 0.1% | 2026-Q2 |
| Crescent Grove Advisors, LLC | 2,300 | $299K | 0.1% | 2026-Q2 |
| SAGESPRING WEALTH PARTNERS, LLC trimmed | 2,179 | $284K | 0.1% | 2026-Q2 |
| International Private Wealth Advisors LLC trimmed | 2,016 | $262K | 0.1% | 2026-Q2 |
| Courage Miller Partners, LLC | 1,983 | $258K | 0.1% | 2026-Q2 |
| Merit Financial Group, LLC trimmed | 1,968 | $256K | 0.1% | 2026-Q2 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC trimmed | 1,964 | $256K | 0.1% | 2026-Q2 |
| US BANCORP \DE\ | 1,916 | $249K | 0.1% | 2026-Q2 |
| Sovran Advisors, LLC new | 1,802 | $247K | 0.1% | 2026-Q2 |
| Harbor Group, Inc. added | 1,809 | $235K | 0.1% | 2026-Q2 |
| Lido Advisors, LLC trimmed | 1,683 | $219K | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 1,436 | $187K | 0.1% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 902 | $117K | 0.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 713 | $93K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 554 | $72K | 0.0% | 2026-Q2 |
| Aptus Capital Advisors, LLC added | 436 | $57K | 0.0% | 2026-Q2 |
| FMR LLC trimmed | 435 | $57K | 0.0% | 2026-Q2 |
| Capital Investment Advisory Services, LLC | 401 | $52K | 0.0% | 2026-Q2 |
| Larson Financial Group LLC trimmed | 311 | $41K | 0.0% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ | 280 | $36K | 0.0% | 2026-Q2 |
| GHP Investment Advisors, Inc. new | 224 | $29K | 0.0% | 2026-Q2 |
| Sankala Group LLC trimmed | 171 | $24K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 168 | $22K | 0.0% | 2026-Q2 |
| BOK Financial Private Wealth, Inc. | 146 | $19K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 143 | $19K | 0.0% | 2026-Q2 |
| Quaker Wealth Management, LLC | 140 | $18K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA trimmed | 132 | $17K | 0.0% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 131 | $17K | 0.0% | 2026-Q2 |
| Regatta Research & Money Management new | 100 | $13K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 93 | $12K | 0.0% | 2026-Q2 |
| Smartleaf Asset Management LLC | 75 | $10K | 0.0% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 66 | $9K | 0.0% | 2026-Q2 |
| Founders Financial Alliance, LLC | 66 | $9K | 0.0% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 45 | $6K | 0.0% | 2026-Q2 |
| Pinnacle Wealth Planning Services, Inc. | 39 | $5K | 0.0% | 2026-Q2 |
| Key Financial Inc | 30 | $4K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC | 25 | $3K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc | 20 | $3K | 0.0% | 2026-Q2 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | 15 | $2K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN | 1 | $120 | 0.0% | 2026-Q2 |
| HighTower Advisors, LLC trimmed | 343,176 | $41M | 13.9% | 2026-Q1 stale (1 quarter behind) |
| THOROUGHBRED FINANCIAL SERVICES, LLC added | 29,310 | $3M | 1.2% | 2026-Q1 stale (1 quarter behind) |
| Integrated Wealth Concepts LLC added | 27,028 | $3M | 1.1% | 2026-Q1 stale (1 quarter behind) |
| TRUIST FINANCIAL CORP trimmed | 13,275 | $2M | 0.5% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. trimmed | 10,184 | $1M | 0.4% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC added | 7,604 | $899K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Independent Advisor Alliance trimmed | 6,365 | $753K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| CITADEL ADVISORS LLC added | 9,361 | $1M | 0.4% | 2025-Q4 stale (2 quarters behind) |
| Stenger Family Office, LLC trimmed | 38,193 | $6M | 1.9% | 2025-Q3 stale (3 quarters behind) |
| STIFEL FINANCIAL CORP trimmed | 38,898 | $4M | 1.5% | 2025-Q2 stale (4 quarters behind) |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 11,171 | $1M | 0.4% | 2025-Q2 stale (4 quarters behind) |
| Seros Financial, LLC added | 8,336 | $911K | 0.3% | 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.