Who owns GVIP
Which tracked institutional funds hold GVIP, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See GVIP 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 GVIP is one-sided between 2026-Q1 and 2026-Q2: 29 added or opened and 6 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
GVIP’s largest tracked holder by dollar value, Invesco Ltd., 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 GVIP 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 74 tracked filers holding GVIP, 47 increased or opened the position and 21 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 GVIP 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 3
- NewEdge Advisors, LLC$18M
- TWO SIGMA INVESTMENTS, LP$1M
- GK Wealth Management LLC$913K
Full exits 5
- COMMONWEALTH EQUITY SERVICES, LLC$3M
- CITADEL ADVISORS LLC$2M
- FLOW TRADERS U.S. LLC$843K
- HighTower Advisors, LLC$837K
- EVOKE WEALTH, LLC$576K
Largest adds
- Invesco Ltd.$31M
- MORGAN STANLEY$21M
- AMERIPRISE FINANCIAL INC$20M
- RAYMOND JAMES FINANCIAL INC$6M
- BANK OF AMERICA CORP /DE/$5M
- Rockefeller Capital Management L.P.$4M
Largest trims
- GOLDMAN SACHS GROUP INC$2M
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 |
|---|---|---|---|---|
| Invesco Ltd. | 723,720 | $137M | 34.6% | 2026-Q2 |
| MORGAN STANLEY added | 301,709 | $57M | 14.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 158,289 | $30M | 7.6% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 109,638 | $21M | 5.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 98,884 | $19M | 4.7% | 2026-Q2 |
| NewEdge Advisors, LLC added | 98,015 | $18M | 4.7% | 2026-Q2 |
| LPL Financial LLC trimmed | 70,092 | $13M | 3.4% | 2026-Q2 |
| Texas Yale Capital Corp. added | 48,236 | $9M | 2.3% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 45,248 | $9M | 2.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 40,415 | $8M | 1.9% | 2026-Q2 |
| Private Advisory Group LLC trimmed | 39,390 | $7M | 1.9% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 25,386 | $5M | 1.2% | 2026-Q2 |
| Hudson Value Partners, LLC added | 24,163 | $5M | 1.2% | 2026-Q2 |
| Great Lakes Retirement, Inc. added | 21,969 | $4M | 1.1% | 2026-Q2 |
| Thayer Partners, LLC / MA | 19,094 | $4M | 0.9% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 16,972 | $3M | 0.8% | 2026-Q2 |
| Private Advisor Group, LLC added | 16,956 | $3M | 0.8% | 2026-Q2 |
| Summit Financial, LLC added | 13,068 | $2M | 0.6% | 2026-Q2 |
| UBS Group AG added | 12,319 | $2M | 0.6% | 2026-Q2 |
| SkyOak Wealth, LLC | 12,208 | $2M | 0.6% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 8,944 | $2M | 0.4% | 2026-Q2 |
| Cross Staff Investments Inc added | 7,878 | $1M | 0.4% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 7,528 | $1M | 0.4% | 2026-Q2 |
| NorthCoast Asset Management LLC | 7,519 | $1M | 0.4% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 6,100 | $1M | 0.3% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 5,889 | $1M | 0.3% | 2026-Q2 |
| Cetera Investment Advisers added | 5,690 | $1M | 0.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 5,650 | $1M | 0.3% | 2026-Q2 |
| GK Wealth Management LLC trimmed | 4,836 | $913K | 0.2% | 2026-Q2 |
| MAI Capital Management added | 4,836 | $913K | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 4,279 | $807K | 0.2% | 2026-Q2 |
| Intellectus Partners, LLC added | 3,696 | $697K | 0.2% | 2026-Q2 |
| Strategic Blueprint, LLC added | 3,166 | $597K | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 2,948 | $556K | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 2,942 | $556K | 0.1% | 2026-Q2 |
| AMERICAN NATIONAL BANK & TRUST trimmed | 2,863 | $540K | 0.1% | 2026-Q2 |
| Prospera Financial Services Inc trimmed | 2,809 | $530K | 0.1% | 2026-Q2 |
| Quartz Partners, LLC added | 2,775 | $524K | 0.1% | 2026-Q2 |
| Mariner, LLC added | 2,766 | $522K | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. added | 2,473 | $467K | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 2,450 | $462K | 0.1% | 2026-Q2 |
| Investment Partners Asset Management, Inc. trimmed | 2,303 | $435K | 0.1% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 2,243 | $423K | 0.1% | 2026-Q2 |
| Ruggiero Investments, Inc. added | 2,121 | $400K | 0.1% | 2026-Q2 |
| Retirement Planning Group, LLC added | 1,915 | $361K | 0.1% | 2026-Q2 |
| MGO ONE SEVEN LLC new | 1,665 | $314K | 0.1% | 2026-Q2 |
| KEYBANK NATIONAL ASSOCIATION/OH trimmed | 1,658 | $313K | 0.1% | 2026-Q2 |
| Compound Planning, Inc. | 1,569 | $296K | 0.1% | 2026-Q2 |
| MATHER GROUP, LLC. | 1,500 | $283K | 0.1% | 2026-Q2 |
| Revisor Wealth Management LLC added | 1,498 | $283K | 0.1% | 2026-Q2 |
| LEVEL FOUR ADVISORY SERVICES, LLC | 1,456 | $275K | 0.1% | 2026-Q2 |
| J HAGAN CAPITAL, INC. new | 1,443 | $272K | 0.1% | 2026-Q2 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV new | 1,360 | $257K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 1,141 | $210K | 0.1% | 2026-Q2 |
| Mach-1 Financial Group, LLC new | 1,075 | $203K | 0.1% | 2026-Q2 |
| AE Wealth Management LLC new | 963 | $182K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 809 | $153K | 0.0% | 2026-Q2 |
| Regatta Research & Money Management new | 750 | $142K | 0.0% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 555 | $105K | 0.0% | 2026-Q2 |
| CITIGROUP INC | 552 | $104K | 0.0% | 2026-Q2 |
| FLAGSHIP WEALTH ADVISORS, LLC | 500 | $94K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA | 488 | $92K | 0.0% | 2026-Q2 |
| Cohalo Advisory LLC trimmed | 308 | $58K | 0.0% | 2026-Q2 |
| Main Street Group, LTD | 290 | $55K | 0.0% | 2026-Q2 |
| FMR LLC added | 239 | $45K | 0.0% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL trimmed | 200 | $38K | 0.0% | 2026-Q2 |
| Capital Investment Advisory Services, LLC new | 102 | $19K | 0.0% | 2026-Q2 |
| Wagner Wealth Management, LLC | 101 | $19K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 98 | $18K | 0.0% | 2026-Q2 |
| Signature Equity Partners, LLC new | 60 | $11K | 0.0% | 2026-Q2 |
| OAKWORTH CAPITAL, INC. new | 31 | $6K | 0.0% | 2026-Q2 |
| EverSource Wealth Advisors, LLC new | 22 | $4K | 0.0% | 2026-Q2 |
| AdvisorNet Financial, Inc | 15 | $3K | 0.0% | 2026-Q2 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 12 | $2K | 0.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 23,877 | $3M | 0.9% | 2026-Q1 stale (1 quarter behind) |
| CITADEL ADVISORS LLC added | 12,400 | $2M | 0.5% | 2026-Q1 stale (1 quarter behind) |
| FLOW TRADERS U.S. LLC added | 5,784 | $843K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC added | 5,743 | $837K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| EVOKE WEALTH, LLC | 3,955 | $576K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Janney Montgomery Scott LLC trimmed | 2,612 | $381K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 2,048 | $298K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Advisory Services Network, LLC | 123 | $18K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Royal Harbor Partners, LLC new | 11,396 | $2M | 0.4% | 2025-Q4 stale (2 quarters behind) |
| StoneX Group Inc. | 1,567 | $243K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| FLAGSHIP HARBOR ADVISORS, LLC new | 148 | $23K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Avestar Capital, LLC trimmed | 3,725 | $571K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| NWAM LLC trimmed | 1,983 | $303K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| CX Institutional | 60 | $9K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Fort Point Capital Partners LLC trimmed | 6,863 | $950K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| Atria Wealth Solutions, Inc. added | 3,376 | $467K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 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.