Who owns GQGU (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-Q1 13F filings. 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 GQGU is one-sided between 2025-Q4 and 2026-Q1: 20 added or opened and 1 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
GQGU’s largest tracked holder by dollar value, TECTONIC ADVISORS LLC, sizes it at 4.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 4.1pp 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 2025-Q4 and 2026-Q1, across 36 tracked filers holding GQGU, 33 increased or opened the position and 7 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 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 9
- BENJAMIN EDWARDS INC$52M
- RWA WEALTH PARTNERS, LLC$45M
- NCM Capital Management, LLC$2M
- United Advisor Group, LLC$1M
- Well Done, LLC$979K
- Jefferies Financial Group Inc.$977K
Full exits 1
- ROYAL BANK OF CANADA$673K
Largest adds
- Opal Wealth Advisors, LLC$40M
- Forvis Mazars Wealth Advisors, LLC$14M
- RAYMOND JAMES FINANCIAL INC$12M
- TECTONIC ADVISORS LLC$9M
- Legacy Advisors, LLC$5M
- CAMBRIDGE ASSOCIATES LLC /MA/ /ADV$1M
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 | 2,909,279 | $78M | 23.0% | 2026-Q1 |
| BENJAMIN EDWARDS INC new | 1,928,076 | $52M | 15.3% | 2026-Q1 |
| RWA WEALTH PARTNERS, LLC new | 1,658,676 | $45M | 13.1% | 2026-Q1 |
| Opal Wealth Advisors, LLC added | 1,527,718 | $41M | 12.1% | 2026-Q1 |
| Legacy Advisors, LLC added | 958,094 | $26M | 7.6% | 2026-Q1 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV trimmed | 875,949 | $24M | 6.9% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 803,738 | $22M | 6.4% | 2026-Q1 |
| Forvis Mazars Wealth Advisors, LLC added | 616,138 | $17M | 4.9% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 346,352 | $9M | 2.7% | 2026-Q1 |
| EVOKE WEALTH, LLC added | 113,266 | $3M | 0.9% | 2026-Q1 |
| Waverly Advisors, LLC added | 95,284 | $3M | 0.8% | 2026-Q1 |
| IFP Advisors, Inc added | 85,758 | $2M | 0.7% | 2026-Q1 |
| Essex Financial Services, Inc. added | 73,576 | $2M | 0.6% | 2026-Q1 |
| NCM Capital Management, LLC new | 64,423 | $2M | 0.5% | 2026-Q1 |
| United Advisor Group, LLC new | 48,470 | $1M | 0.4% | 2026-Q1 |
| Well Done, LLC new | 36,397 | $979K | 0.3% | 2026-Q1 |
| Jefferies Financial Group Inc. new | 36,301 | $977K | 0.3% | 2026-Q1 |
| PITTENGER & ANDERSON INC trimmed | 29,300 | $788K | 0.2% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ new | 28,970 | $780K | 0.2% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 24,133 | $649K | 0.2% | 2026-Q1 |
| TPG Advisors LLC added | 20,682 | $557K | 0.2% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC new | 20,200 | $544K | 0.2% | 2026-Q1 |
| Mutual Advisors, LLC new | 19,984 | $538K | 0.2% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 13,524 | $364K | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 12,801 | $344K | 0.1% | 2026-Q1 |
| &PARTNERS new | 12,534 | $337K | 0.1% | 2026-Q1 |
| Prostatis Group LLC added | 12,078 | $325K | 0.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 11,065 | $298K | 0.1% | 2026-Q1 |
| CWC Advisors, LLC. added | 10,479 | $282K | 0.1% | 2026-Q1 |
| SITTNER & NELSON, LLC new | 9,128 | $246K | 0.1% | 2026-Q1 |
| AXXCESS WEALTH MANAGEMENT, LLC trimmed | 8,895 | $239K | 0.1% | 2026-Q1 |
| IHT Wealth Management, LLC new | 8,086 | $218K | 0.1% | 2026-Q1 |
| one8zero8, LLC new | 8,000 | $215K | 0.1% | 2026-Q1 |
| LPL Financial LLC new | 7,572 | $204K | 0.1% | 2026-Q1 |
| Aptus Capital Advisors, LLC new | 75 | $2K | 0.0% | 2026-Q1 |
| MORGAN STANLEY new | 70 | $2K | 0.0% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. new | 136,859 | $3M | 1.0% | 2025-Q3 stale |
| ROYAL BANK OF CANADA added | 27,394 | $673K | 0.2% | 2025-Q4 stale |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV new | 14,295 | $361K | 0.1% | 2025-Q3 stale |
| Elyxium Wealth, LLC new | 13,921 | $342K | 0.1% | 2025-Q4 stale |
| Visionary Wealth Advisors trimmed | 10,469 | $257K | 0.1% | 2025-Q4 stale |
| UBS Group AG new | 2,835 | $72K | 0.0% | 2025-Q3 stale |
| Litman Gregory Wealth Management LLC new | 700 | $17K | 0.0% | 2025-Q4 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.
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.