| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | Pure Financial Advisors, LLC | $157.7M | 2.11M | New | Q1 2026 |
| 2 | OXFORD FINANCIAL GROUP, LTD. LLC | $139.1M | 1.86M | Added | Q1 2026 |
| 3 | AMG National Trust Bank | $50.1M | 670.5K | Added | Q1 2026 |
| 4 | EVOKE WEALTH, LLC | $7.9M | 105.7K | Reduced | Q1 2026 |
| 5 | Valmark Advisers, Inc. | $7.6M | 102.0K | Reduced | Q1 2026 |
| 6 | Summit Financial, LLC | $5.4M | 72.7K | Reduced | Q1 2026 |
| 7 | Callan Family Office, LLC | $5.4M | 71.8K | Reduced | Q1 2026 |
| 8 | D.A. DAVIDSON & CO. | $4.8M | 64.7K | Added | Q1 2026 |
| 9 | London & Capital Asset Management Ltd | $4.3M | 58.0K | New | Q1 2026 |
| 10 | Cambria Investment Management, L.P. | $3.9M | 51.7K | Added | Q1 2026 |
| 11 | Gotham Asset Management, LLC | $3.8M | 50.3K | Added | Q1 2026 |
| 12 | Wealthfront Advisers LLC | $3.7M | 49.8K | Added | Q1 2026 |
| 13 | Regal Investment Advisors LLC | $3.4M | 45.5K | Reduced | Q1 2026 |
| 14 | Hills Bank & Trust Co | $3.4M | 45.0K | Held | Q1 2026 |
| 15 | HB Wealth Management, LLC | $2.6M | 34.7K | Added | Q1 2026 |
| 16 | NewEdge Advisors, LLC | $2.1M | 27.8K | New | Q1 2026 |
| 17 | Perigon Wealth Management, LLC | $1.9M | 25.0K | Added | Q1 2026 |
| 18 | Wealthcare Advisory Partners LLC | $1.7M | 23.4K | Reduced | Q1 2026 |
| 19 | Pathstone Holdings, LLC | $1.7M | 22.8K | Held | Q1 2026 |
| 20 | Private Advisor Group, LLC | $1.7M | 22.3K | New | Q1 2026 |
| 21 | &PARTNERS | $1.4M | 19.1K | Added | Q1 2026 |
| 22 | Beacon Pointe Advisors, LLC | $1.2M | 15.7K | Added | Q1 2026 |
| 23 | OneAscent Financial Services LLC | $1.1M | 15.2K | New | Q1 2026 |
| 24 | Savant Capital, LLC | $1.1M | 14.6K | Reduced | Q1 2026 |
| 25 | CHOREO, LLC | $1.1M | 14.4K | Reduced | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| STATE STREET SPDR S&P 500 ETF TRUSTSPY | 74 funds | $22.0B |
| ISHARES TRUSTIVV | 74 funds | $20.6B |
| MICROSOFT CORP.MSFT | 74 funds | $18.4B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 74 funds | $16.5B |
| ALPHABET INC-CL CGOOG | 74 funds | $7.5B |
| COCA-COLA COMPANYKO | 74 funds | $2.1B |
| QUALCOMM INCORPORATEDQCOM | 74 funds | $1.2B |
| APPLE, INC.AAPL | 73 funds | $24.5B |
| NVIDIA CORPORATION COMNVDA | 73 funds | $19.8B |
| VANGUARD S&P 500 ETFVOO | 73 funds | $14.5B |
| GOOGLE INCGOOGL | 73 funds | $12.8B |
| AMAZON.COM INCAMZN | 73 funds | $12.6B |
Ranked by how many of GNR's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for GNR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.