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Institutional Ownership · SEC Form 13F

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-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

98
Institutional holders
2M
Shares held (tracked funds)

How the tape is positioned

The tracked-fund tape on GRPM is one-sided between 2025-Q4 and 2026-Q1: 7 added or opened and 24 trimmed or exited — on balance reducing.

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 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp 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 2025-Q4 and 2026-Q1, across 98 tracked filers holding GRPM, 40 increased or opened the position and 49 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 2025-Q4 and 2026-Q1 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 2

  • JANE STREET GROUP, LLC$899K
  • Independent Advisor Alliance$753K

Full exits 3

  • CITADEL ADVISORS LLC$1M
  • TANDEM CAPITAL MANAGEMENT CORP /ADV$578K
  • Mariner, LLC$525K

Largest adds

  • GW HENSSLER & ASSOCIATES LTD$12M
  • BANK OF AMERICA CORP /DE/$5M
  • LPL Financial LLC$2M
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
  • Integrated Wealth Concepts LLC$426K

Largest trims

  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$24M
  • HighTower Advisors, LLC$15M
  • MORGAN STANLEY$14M
  • OSAIC HOLDINGS, INC.$6M
  • Cambridge Investment Research Advisors, Inc.$4M
  • Private Advisor Group, LLC$4M

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).

FundSharesReported value% of valueQuarter
HighTower Advisors, LLC trimmed343,176$41M14.2%2026-Q1
GW HENSSLER & ASSOCIATES LTD added275,176$33M11.4%2026-Q1
MORGAN STANLEY trimmed227,581$27M9.4%2026-Q1
BANK OF AMERICA CORP /DE/ added144,156$17M6.0%2026-Q1
LPL Financial LLC added142,700$17M5.9%2026-Q1
626 Financial, LLC trimmed90,442$11M3.7%2026-Q1
Cetera Investment Advisers added75,046$9M3.1%2026-Q1
Ameritas Investment Partners, Inc. trimmed59,600$7M2.5%2026-Q1
Summit Financial, LLC added57,731$7M2.4%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed54,592$6M2.3%2026-Q1
OSAIC HOLDINGS, INC. trimmed52,835$6M2.2%2026-Q1
Private Advisor Group, LLC trimmed45,290$5M1.9%2026-Q1
WealthCare Investment Partners, LLC trimmed45,135$5M1.9%2026-Q1
JONES FINANCIAL COMPANIES LLLP trimmed43,220$5M1.8%2026-Q1
Creative Planning trimmed42,331$5M1.7%2026-Q1
KESTRA PRIVATE WEALTH SERVICES, LLC trimmed38,644$5M1.6%2026-Q1
AXXCESS WEALTH MANAGEMENT, LLC added36,607$4M1.5%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed35,791$4M1.5%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added31,205$4M1.3%2026-Q1
THOROUGHBRED FINANCIAL SERVICES, LLC added29,310$3M1.2%2026-Q1
UBS Group AG trimmed27,864$3M1.2%2026-Q1
Integrated Wealth Concepts LLC added27,028$3M1.1%2026-Q1
Cerity Partners LLC trimmed26,803$3M1.1%2026-Q1
Asset Allocation Strategies LLC trimmed18,072$2M0.7%2026-Q1
GOLDMAN SACHS GROUP INC trimmed16,783$2M0.7%2026-Q1
Concurrent Investment Advisors, LLC trimmed15,925$2M0.7%2026-Q1
TRUIST FINANCIAL CORP trimmed13,275$2M0.5%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed13,036$2M0.5%2026-Q1
Sigma Planning Corp added11,835$1M0.5%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added11,635$1M0.5%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed10,184$1M0.4%2026-Q1
Fortitude Financial, LLC trimmed10,043$1M0.4%2026-Q1
Arrowroot Family Office, LLC9,753$1M0.4%2026-Q1
Davis Investment Partners, LLC trimmed9,140$1M0.4%2026-Q1
ROYAL BANK OF CANADA added9,072$1M0.4%2026-Q1
OPPENHEIMER & CO INC added8,815$1M0.4%2026-Q1
JANE STREET GROUP, LLC added7,604$899K0.3%2026-Q1
TWO SIGMA INVESTMENTS, LP added7,400$875K0.3%2026-Q1
AMERIPRISE FINANCIAL INC trimmed7,215$853K0.3%2026-Q1
Independent Advisor Alliance trimmed6,365$753K0.3%2026-Q1
MML INVESTORS SERVICES, LLC trimmed5,160$610K0.2%2026-Q1
Fortune Financial Group, Inc. added5,020$594K0.2%2026-Q1
BNB Wealth Management, LLC trimmed4,612$545K0.2%2026-Q1
CREATIVE FINANCIAL DESIGNS INC /ADV added4,259$504K0.2%2026-Q1
Janney Montgomery Scott LLC trimmed3,525$417K0.1%2026-Q1
Ameritas Advisory Services, LLC trimmed3,436$406K0.1%2026-Q1
GTS SECURITIES LLC trimmed3,405$403K0.1%2026-Q1
Thrivent Financial for Lutherans added3,308$391K0.1%2026-Q1
Cornerstone Wealth Management, LLC trimmed3,210$380K0.1%2026-Q1
Modern Wealth Management, LLC3,112$370K0.1%2026-Q1
Main Street Group, LTD added3,078$364K0.1%2026-Q1
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors trimmed3,032$358K0.1%2026-Q1
Merit Financial Group, LLC trimmed2,960$350K0.1%2026-Q1
MONTAG A & ASSOCIATES INC2,750$325K0.1%2026-Q1
Kestra Advisory Services, LLC trimmed2,637$312K0.1%2026-Q1
Redhawk Wealth Advisors, Inc. trimmed2,613$309K0.1%2026-Q1
Gladstone Institutional Advisory LLC2,445$289K0.1%2026-Q1
Crescent Grove Advisors, LLC2,300$272K0.1%2026-Q1
SAGESPRING WEALTH PARTNERS, LLC trimmed2,291$271K0.1%2026-Q1
COMPASS CAPITAL CORP /MA/ /ADV added2,075$263K0.1%2026-Q1
Capital Advisors, Ltd. LLC added2,193$259K0.1%2026-Q1
International Private Wealth Advisors LLC trimmed2,190$259K0.1%2026-Q1
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added2,030$240K0.1%2026-Q1
Courage Miller Partners, LLC1,983$234K0.1%2026-Q1
US BANCORP \DE\ added1,916$227K0.1%2026-Q1
Harbor Group, Inc. added1,806$213K0.1%2026-Q1
Steward Partners Investment Advisory, LLC added1,770$209K0.1%2026-Q1
Lido Advisors, LLC trimmed1,764$209K0.1%2026-Q1
Medallion Wealth Advisors, LLC1,000$118K0.0%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC new902$107K0.0%2026-Q1
Rockefeller Capital Management L.P. added712$84K0.0%2026-Q1
Root Financial Partners, LLC691$82K0.0%2026-Q1
Glass Jacobson Investment Advisors llc added594$70K0.0%2026-Q1
FMR LLC added437$52K0.0%2026-Q1
Larson Financial Group LLC added404$48K0.0%2026-Q1
Capital Investment Advisory Services, LLC added401$47K0.0%2026-Q1
Sankala Group LLC trimmed293$34K0.0%2026-Q1
Stenger Family Office, LLC trimmed38,193$6M2.0%2025-Q3 stale
STIFEL FINANCIAL CORP trimmed38,898$4M1.5%2025-Q2 stale
VICTORY FINANCIAL GROUP, LLC added37,500$4M1.3%2025-Q1 stale
Balance Wealth, LLC new12,740$1M0.5%2025-Q1 stale
AVANTAX ADVISORY SERVICES, INC. trimmed11,171$1M0.4%2025-Q2 stale
CITADEL ADVISORS LLC added9,361$1M0.4%2025-Q4 stale
Seros Financial, LLC added8,336$911K0.3%2025-Q2 stale
INTEGRITY ALLIANCE, LLC. added8,451$885K0.3%2025-Q1 stale
HRT FINANCIAL LP new4,976$600K0.2%2025-Q3 stale
TANDEM CAPITAL MANAGEMENT CORP /ADV added4,815$578K0.2%2025-Q4 stale
Mariner, LLC4,376$525K0.2%2025-Q4 stale
PFG Advisors added4,686$512K0.2%2025-Q2 stale
NewEdge Advisors, LLC2,758$331K0.1%2025-Q4 stale
Triad Wealth Partners, LLC new2,688$323K0.1%2025-Q4 stale
Foundations Investment Advisors, LLC added2,785$292K0.1%2025-Q1 stale
FLOW TRADERS U.S. LLC trimmed2,023$244K0.1%2025-Q3 stale
TWO SIGMA SECURITIES, LLC trimmed2,120$232K0.1%2025-Q2 stale
EP Wealth Advisors, LLC new1,835$201K0.1%2025-Q2 stale
Peck Wealth Management, LLC new1,254$151K0.1%2025-Q3 stale
PRINCIPAL SECURITIES, INC.789$95K0.0%2025-Q3 stale
Global Retirement Partners, LLC791$95K0.0%2025-Q4 stale
FLAGSHIP HARBOR ADVISORS, LLC new711$85K0.0%2025-Q4 stale
Wagner Wealth Management, LLC548$57K0.0%2025-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.

HoldersTotal shares

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.

Learn how to read institutional ownership