Who owns GQGU
Which tracked institutional funds hold GQGU, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See GQGU 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
14 tracked funds added or opened GQGU while 7 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
GQGU’s largest tracked holder by dollar value, TECTONIC ADVISORS LLC, sizes it at 3.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 3.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in GQGU 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 42 tracked filers holding GQGU, 34 increased or opened the position and 5 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 GQGU 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 4
- Ledyard National Bank$4M
- MAI Capital Management$3M
- Weil Company, Inc.$1M
- OSAIC HOLDINGS, INC.$688K
Full exits 1
- EVOKE WEALTH, LLC$3M
Largest adds
- Forvis Mazars Wealth Advisors, LLC$21M
- Jefferies Financial Group Inc.$11M
- RAYMOND JAMES FINANCIAL INC$10M
- RWA WEALTH PARTNERS, LLC$4M
- Stratos Wealth Partners, LTD.$1M
- NCM Capital Management, LLC$1M
Largest trims
- TECTONIC ADVISORS LLC$2M
- BENJAMIN EDWARDS INC$2M
- Legacy Advisors, LLC$1M
- CAMBRIDGE ASSOCIATES LLC /MA/ /ADV$1M
- Opal Wealth Advisors, LLC$601K
- Mutual Advisors, LLC$276K
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 |
|---|---|---|---|---|
| TECTONIC ADVISORS LLC added | 2,995,212 | $76M | 19.3% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 1,961,663 | $50M | 12.7% | 2026-Q2 |
| RWA WEALTH PARTNERS, LLC added | 1,895,192 | $48M | 12.2% | 2026-Q2 |
| Opal Wealth Advisors, LLC added | 1,594,863 | $41M | 10.3% | 2026-Q2 |
| Forvis Mazars Wealth Advisors, LLC added | 1,475,970 | $37M | 9.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,255,100 | $32M | 8.1% | 2026-Q2 |
| Legacy Advisors, LLC added | 958,503 | $24M | 6.2% | 2026-Q2 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 875,949 | $22M | 5.7% | 2026-Q2 |
| Jefferies Financial Group Inc. added | 459,611 | $12M | 3.0% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 404,100 | $10M | 2.7% | 2026-Q2 |
| Ledyard National Bank new | 145,775 | $4M | 0.9% | 2026-Q2 |
| MAI Capital Management new | 127,375 | $3M | 0.8% | 2026-Q2 |
| NCM Capital Management, LLC added | 118,119 | $3M | 0.8% | 2026-Q2 |
| Waverly Advisors, LLC added | 108,647 | $3M | 0.7% | 2026-Q2 |
| IFP Advisors, Inc added | 99,912 | $3M | 0.6% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 83,173 | $2M | 0.5% | 2026-Q2 |
| Essex Financial Services, Inc. added | 77,190 | $2M | 0.5% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 54,253 | $1M | 0.3% | 2026-Q2 |
| Weil Company, Inc. new | 52,466 | $1M | 0.3% | 2026-Q2 |
| United Advisor Group, LLC added | 49,098 | $1M | 0.3% | 2026-Q2 |
| LPL Financial LLC added | 45,748 | $1M | 0.3% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 45,354 | $1M | 0.3% | 2026-Q2 |
| Well Done, LLC | 36,397 | $924K | 0.2% | 2026-Q2 |
| PITTENGER & ANDERSON INC added | 32,050 | $814K | 0.2% | 2026-Q2 |
| TPG Advisors LLC added | 27,489 | $698K | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. new | 27,077 | $688K | 0.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC | 20,200 | $513K | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 16,184 | $411K | 0.1% | 2026-Q2 |
| Prostatis Group LLC added | 15,960 | $405K | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 15,130 | $384K | 0.1% | 2026-Q2 |
| SITTNER & NELSON, LLC added | 14,478 | $368K | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 12,411 | $315K | 0.1% | 2026-Q2 |
| &PARTNERS trimmed | 11,824 | $300K | 0.1% | 2026-Q2 |
| CWC Advisors, LLC. added | 11,806 | $300K | 0.1% | 2026-Q2 |
| Shah Wealth Advisors, LLC new | 10,813 | $275K | 0.1% | 2026-Q2 |
| Mutual Advisors, LLC trimmed | 10,296 | $262K | 0.1% | 2026-Q2 |
| FIRST FOUNDATION ADVISORS new | 9,584 | $243K | 0.1% | 2026-Q2 |
| IHT Wealth Management, LLC | 8,086 | $205K | 0.1% | 2026-Q2 |
| one8zero8, LLC | 8,000 | $203K | 0.1% | 2026-Q2 |
| Aptus Capital Advisors, LLC added | 300 | $8K | 0.0% | 2026-Q2 |
| MORGAN STANLEY added | 75 | $2K | 0.0% | 2026-Q2 |
| LANGLEY WEALTH MANAGEMENT, LLC new | 43,353 | $1K | 0.0% | 2026-Q2 |
| EVOKE WEALTH, LLC added | 113,266 | $3M | 0.8% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC added | 12,801 | $344K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| AXXCESS WEALTH MANAGEMENT, LLC trimmed | 8,895 | $239K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Elyxium Wealth, LLC new | 13,921 | $342K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Visionary Wealth Advisors trimmed | 10,469 | $257K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Litman Gregory Wealth Management LLC new | 700 | $17K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| PRINCIPAL SECURITIES, INC. new | 136,859 | $3M | 0.9% | 2025-Q3 stale (3 quarters behind) |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV new | 14,295 | $361K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| UBS Group AG new | 2,835 | $72K | 0.0% | 2025-Q3 stale (3 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.