Who owns GQI
Which tracked institutional funds hold GQI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See GQI 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 GQI is one-sided between 2026-Q1 and 2026-Q2: 20 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
GQI’s largest tracked holder by dollar value, Natixis Investment Managers, LLC, sizes it at 28.8% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 28.8pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in GQI 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 44 tracked filers holding GQI, 29 increased or opened the position and 20 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 GQI 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 8
- Natixis Investment Managers, LLC$100M
- RAYMOND JAMES FINANCIAL INC$6M
- CITADEL ADVISORS LLC$4M
- Global Retirement Partners, LLC$2M
- STIFEL FINANCIAL CORP$2M
- JANE STREET GROUP, LLC$2M
Full exits 5
- Independent Advisor Alliance$35M
- Janney Montgomery Scott LLC$5M
- U.S. Capital Wealth Advisors, LLC$2M
- HighTower Advisors, LLC$611K
- GREENWOOD CAPITAL ASSOCIATES LLC$524K
Largest adds
- LPL Financial LLC$16M
- DAVENPORT & Co LLC$3M
- Three Magnolias Financial Advisors, LLC$2M
- ROYAL BANK OF CANADA$2M
- Legacy Financial Advisors, Inc.$1M
- Apollon Wealth Management, LLC$941K
Largest trims
- COMMONWEALTH EQUITY SERVICES, LLC$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 |
|---|---|---|---|---|
| Natixis Investment Managers, LLC added | 1,986,490 | $50M | 17.6% | 2026-Q2 |
| LPL Financial LLC added | 712,933 | $42M | 14.9% | 2026-Q2 |
| Legacy Financial Advisors, Inc. added | 214,000 | $13M | 4.5% | 2026-Q2 |
| DAVENPORT & Co LLC added | 189,292 | $11M | 4.0% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 151,640 | $9M | 3.2% | 2026-Q2 |
| Dakota Wealth Management added | 122,713 | $7M | 2.6% | 2026-Q2 |
| Three Magnolias Financial Advisors, LLC added | 122,363 | $7M | 2.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 109,347 | $6M | 2.3% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 90,111 | $5M | 1.9% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 75,980 | $4M | 1.6% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 64,745 | $4M | 1.4% | 2026-Q2 |
| Apollon Wealth Management, LLC added | 49,763 | $3M | 1.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 46,775 | $3M | 1.0% | 2026-Q2 |
| Global Retirement Partners, LLC added | 33,973 | $2M | 0.7% | 2026-Q2 |
| STIFEL FINANCIAL CORP new | 33,149 | $2M | 0.7% | 2026-Q2 |
| PlanVest Financial, Inc added | 24,737 | $1M | 0.5% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 57,278 | $1M | 0.5% | 2026-Q2 |
| Sanctuary Advisors, LLC new | 23,273 | $1M | 0.5% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 23,073 | $1M | 0.5% | 2026-Q2 |
| Equitable Holdings, Inc. added | 18,043 | $1M | 0.4% | 2026-Q2 |
| FLAGSHIP HARBOR ADVISORS, LLC trimmed | 17,185 | $1M | 0.4% | 2026-Q2 |
| COFG Advisors, LLC added | 16,491 | $976K | 0.3% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 11,855 | $701K | 0.2% | 2026-Q2 |
| Waterloo Capital, L.P. | 9,690 | $573K | 0.2% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV new | 8,955 | $530K | 0.2% | 2026-Q2 |
| Envision Financial LLC trimmed | 8,790 | $520K | 0.2% | 2026-Q2 |
| GENTRY PRIVATE WEALTH, LLC | 5,465 | $323K | 0.1% | 2026-Q2 |
| GoalVest Advisory LLC | 5,465 | $323K | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 4,980 | $295K | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 4,965 | $294K | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 4,386 | $260K | 0.1% | 2026-Q2 |
| AGH Wealth Advisors, LLC | 4,349 | $257K | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 3,729 | $221K | 0.1% | 2026-Q2 |
| Bank of New York Mellon Corp new | 3,704 | $219K | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 3,570 | $211K | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP new | 2,399 | $142K | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 600 | $36K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA | 590 | $35K | 0.0% | 2026-Q2 |
| MORGAN STANLEY trimmed | 312 | $18K | 0.0% | 2026-Q2 |
| Larson Financial Group LLC new | 170 | $10K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 144 | $9K | 0.0% | 2026-Q2 |
| Ritter Daniher Financial Advisory LLC / DE added | 90 | $5K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP new | 11 | $638 | 0.0% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. | 6 | $356 | 0.0% | 2026-Q2 |
| Horizon Wealth Management, LLC new | 862,258 | $49M | 17.4% | 2025-Q4 stale (2 quarters behind) |
| Independent Advisor Alliance added | 631,181 | $35M | 12.2% | 2026-Q1 stale (1 quarter behind) |
| Lokken Investment Group LLC added | 115,961 | $6M | 2.3% | 2025-Q3 stale (3 quarters behind) |
| Janney Montgomery Scott LLC trimmed | 82,208 | $5M | 1.6% | 2026-Q1 stale (1 quarter behind) |
| U.S. Capital Wealth Advisors, LLC trimmed | 40,020 | $2M | 0.8% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC trimmed | 11,138 | $611K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| GREENWOOD CAPITAL ASSOCIATES LLC new | 9,555 | $524K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| WEDBUSH SECURITIES INC | 6,552 | $359K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Northwest Financial Advisors added | 5,531 | $310K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Gateway Wealth Partners, LLC trimmed | 4,094 | $225K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| AMERIPRISE FINANCIAL INC trimmed | 4,058 | $223K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Claro Advisors Inc. new | 3,767 | $215K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Wilmington Savings Fund Society, FSB | 2,900 | $165K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Quattro Advisors LLC new | 1,610 | $92K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| CWM, LLC added | 709 | $39K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| UBS Group AG trimmed | 353 | $20K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| MAI Capital Management new | 94 | $5K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| BARTLETT & CO. WEALTH MANAGEMENT LLC new | 61 | $3K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| BANK OF AMERICA CORP /DE/ | 38 | $2K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Holos Integrated Wealth LLC new | 26 | $1K | 0.0% | 2026-Q1 stale (1 quarter 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.