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-Q1 13F filings (latest filed 2026-05-15). 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
7 tracked funds added or opened GQI while 7 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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
GQI’s largest tracked holder by dollar value, Horizon Wealth Management, LLC, sizes it at 7.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 7.2pp 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 2025-Q4 and 2026-Q1, across 41 tracked filers holding GQI, 22 increased or opened the position and 23 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 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 3
- Independent Advisor Alliance$35M
- PlanVest Financial, Inc$1M
- GREENWOOD CAPITAL ASSOCIATES LLC$524K
Full exits 2
- Horizon Wealth Management, LLC$49M
- Global Retirement Partners, LLC$2M
Largest adds
- LPL Financial LLC$4M
- ROYAL BANK OF CANADA$769K
- DAVENPORT & Co LLC$715K
- Equitable Holdings, Inc.$306K
Largest trims
- Legacy Financial Advisors, Inc.$2M
- Janney Montgomery Scott LLC$1M
- Steward Partners Investment Advisory, LLC$551K
- U.S. Capital Wealth Advisors, LLC$399K
- AMERIPRISE FINANCIAL INC$270K
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 |
|---|---|---|---|---|
| Independent Advisor Alliance added | 631,181 | $35M | 17.7% | 2026-Q1 |
| LPL Financial LLC added | 483,057 | $26M | 13.5% | 2026-Q1 |
| Legacy Financial Advisors, Inc. trimmed | 209,699 | $12M | 5.9% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 156,319 | $9M | 4.4% | 2026-Q1 |
| DAVENPORT & Co LLC added | 150,401 | $8M | 4.2% | 2026-Q1 |
| Dakota Wealth Management added | 119,931 | $7M | 3.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 102,314 | $6M | 2.9% | 2026-Q1 |
| Three Magnolias Financial Advisors, LLC added | 93,934 | $5M | 2.6% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 82,208 | $5M | 2.3% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 74,324 | $4M | 2.1% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 67,735 | $4M | 1.9% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 44,898 | $2M | 1.3% | 2026-Q1 |
| U.S. Capital Wealth Advisors, LLC trimmed | 40,020 | $2M | 1.1% | 2026-Q1 |
| Apollon Wealth Management, LLC trimmed | 36,525 | $2M | 1.0% | 2026-Q1 |
| PlanVest Financial, Inc new | 23,407 | $1M | 0.7% | 2026-Q1 |
| FLAGSHIP HARBOR ADVISORS, LLC trimmed | 18,218 | $999K | 0.5% | 2026-Q1 |
| Equitable Holdings, Inc. added | 15,964 | $911K | 0.5% | 2026-Q1 |
| COFG Advisors, LLC added | 12,905 | $708K | 0.4% | 2026-Q1 |
| OLD MISSION CAPITAL LLC trimmed | 12,189 | $669K | 0.3% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 11,138 | $611K | 0.3% | 2026-Q1 |
| Waterloo Capital, L.P. | 9,690 | $531K | 0.3% | 2026-Q1 |
| GREENWOOD CAPITAL ASSOCIATES LLC new | 9,555 | $524K | 0.3% | 2026-Q1 |
| Envision Financial LLC trimmed | 8,890 | $488K | 0.2% | 2026-Q1 |
| WEDBUSH SECURITIES INC | 6,552 | $359K | 0.2% | 2026-Q1 |
| GoalVest Advisory LLC | 5,465 | $300K | 0.2% | 2026-Q1 |
| GENTRY PRIVATE WEALTH, LLC | 5,465 | $300K | 0.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 5,115 | $281K | 0.1% | 2026-Q1 |
| Private Advisor Group, LLC added | 5,083 | $279K | 0.1% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 4,900 | $269K | 0.1% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 4,817 | $264K | 0.1% | 2026-Q1 |
| AGH Wealth Advisors, LLC added | 4,349 | $239K | 0.1% | 2026-Q1 |
| Gateway Wealth Partners, LLC trimmed | 4,094 | $225K | 0.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 4,058 | $223K | 0.1% | 2026-Q1 |
| MORGAN STANLEY added | 733 | $40K | 0.0% | 2026-Q1 |
| CWM, LLC added | 709 | $39K | 0.0% | 2026-Q1 |
| PRIVATE TRUST CO NA trimmed | 590 | $32K | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 359 | $20K | 0.0% | 2026-Q1 |
| Ritter Daniher Financial Advisory LLC / DE added | 87 | $5K | 0.0% | 2026-Q1 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC new | 61 | $3K | 0.0% | 2026-Q1 |
| Holos Integrated Wealth LLC new | 26 | $1K | 0.0% | 2026-Q1 |
| DHJJ Financial Advisors, Ltd. | 6 | $330 | 0.0% | 2026-Q1 |
| Horizon Wealth Management, LLC new | 862,258 | $49M | 25.1% | 2025-Q4 stale |
| Lokken Investment Group LLC added | 115,961 | $6M | 3.3% | 2025-Q3 stale |
| Global Retirement Partners, LLC trimmed | 33,102 | $2M | 1.0% | 2025-Q4 stale |
| JANE STREET GROUP, LLC added | 24,696 | $1M | 0.6% | 2025-Q1 stale |
| CITADEL ADVISORS LLC trimmed | 5,467 | $312K | 0.2% | 2025-Q4 stale |
| Northwest Financial Advisors added | 5,531 | $310K | 0.2% | 2025-Q3 stale |
| NewEdge Advisors, LLC added | 5,155 | $294K | 0.1% | 2025-Q4 stale |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 4,215 | $216K | 0.1% | 2025-Q1 stale |
| Claro Advisors Inc. new | 3,767 | $215K | 0.1% | 2025-Q4 stale |
| Lindbrook Capital, LLC added | 3,359 | $172K | 0.1% | 2025-Q1 stale |
| Wilmington Savings Fund Society, FSB | 2,900 | $165K | 0.1% | 2025-Q4 stale |
| COMERICA BANK | 1,800 | $92K | 0.0% | 2025-Q1 stale |
| Quattro Advisors LLC new | 1,610 | $92K | 0.0% | 2025-Q4 stale |
| UBS Group AG trimmed | 353 | $20K | 0.0% | 2025-Q4 stale |
| RAYMOND JAMES FINANCIAL INC new | 177 | $10K | 0.0% | 2025-Q2 stale |
| MAI Capital Management new | 94 | $5K | 0.0% | 2025-Q4 stale |
| BANK OF AMERICA CORP /DE/ | 38 | $2K | 0.0% | 2025-Q3 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 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.