Who owns QGRO
Which tracked institutional funds hold QGRO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See QGRO company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 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
71 tracked funds added or opened QGRO while 34 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
QGRO’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes QGRO more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in QGRO 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 175 tracked filers holding QGRO, 97 increased or opened the position and 91 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 QGRO 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 7
- Modern Wealth Management, LLC$73M
- NewEdge Advisors, LLC$35M
- WIN ADVISORS, INC$4M
- Hilton Head Capital Partners, LLC$2M
- J. M. Brown & Associates Inc.$973K
- MARSHALL WACE, LLP$781K
Full exits 11
- Cambridge Investment Research Advisors, Inc.$16M
- Janney Montgomery Scott LLC$6M
- Capital Analysts, LLC$3M
- M Holdings Securities, Inc.$2M
- HRT FINANCIAL LP$2M
- Mariner, LLC$2M
Largest adds
- Larson Financial Group LLC$36M
- ENVESTNET ASSET MANAGEMENT INC$8M
- Sherrill & Hutchins Financial Advisory, Inc$8M
- BANK OF AMERICA CORP /DE/$8M
- GREAT VALLEY ADVISOR GROUP, INC.$7M
- Procyon Advisors, LLC$7M
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$58M
- Independent Advisor Alliance$40M
- Anderson Financial Strategies, LLC$17M
- LPL Financial LLC$14M
- Flaharty Asset Management, LLC$14M
- Stratos Wealth Partners, LTD.$9M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| LPL Financial LLC trimmed | 2,161,862 | $255M | 15.3% | 2026-Q2 |
| Larson Financial Group LLC added | 1,146,521 | $135M | 8.1% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. trimmed | 1,038,201 | $123M | 7.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 921,171 | $109M | 6.5% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 788,535 | $93M | 5.6% | 2026-Q2 |
| Modern Wealth Management, LLC new | 592,369 | $73M | 4.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 515,194 | $61M | 3.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 460,123 | $54M | 3.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 370,266 | $44M | 2.6% | 2026-Q2 |
| Next Level Private LLC added | 370,112 | $44M | 2.6% | 2026-Q2 |
| Procyon Advisors, LLC added | 362,355 | $43M | 2.6% | 2026-Q2 |
| Intrua Financial, LLC added | 316,840 | $37M | 2.2% | 2026-Q2 |
| Pinnacle Financial Partners, Inc. added | 310,201 | $37M | 2.2% | 2026-Q2 |
| Sherrill & Hutchins Financial Advisory, Inc added | 305,614 | $36M | 2.2% | 2026-Q2 |
| NewEdge Advisors, LLC added | 300,483 | $35M | 2.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 281,976 | $33M | 2.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 251,142 | $30M | 1.8% | 2026-Q2 |
| Equitable Holdings, Inc. added | 211,320 | $25M | 1.5% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 181,655 | $21M | 1.3% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 164,700 | $19M | 1.2% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 152,551 | $18M | 1.1% | 2026-Q2 |
| UBS Group AG added | 133,596 | $16M | 0.9% | 2026-Q2 |
| IAM Advisory, LLC trimmed | 132,680 | $16M | 0.9% | 2026-Q2 |
| Pathway Financial Advisors LLC trimmed | 117,502 | $14M | 0.8% | 2026-Q2 |
| Wilkerson Advisory Group LLC added | 116,467 | $14M | 0.8% | 2026-Q2 |
| Golden State Wealth Management, LLC trimmed | 101,086 | $12M | 0.7% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 98,503 | $12M | 0.7% | 2026-Q2 |
| MB, LEVIS & ASSOCIATES, LLC added | 89,650 | $11M | 0.6% | 2026-Q2 |
| Stratos Wealth Advisors, LLC added | 88,355 | $10M | 0.6% | 2026-Q2 |
| MFA Wealth Services added | 85,282 | $10M | 0.6% | 2026-Q2 |
| Ruggaard & Associates LLC added | 84,069 | $10M | 0.6% | 2026-Q2 |
| Capital Investment Advisors, LLC trimmed | 82,295 | $10M | 0.6% | 2026-Q2 |
| Networth Advisors, LLC added | 80,045 | $9M | 0.6% | 2026-Q2 |
| Cetera Investment Advisers added | 75,304 | $9M | 0.5% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 66,618 | $8M | 0.5% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 63,388 | $7M | 0.4% | 2026-Q2 |
| Clarity Asset Management, Inc. added | 61,799 | $7M | 0.4% | 2026-Q2 |
| Arkadios Wealth Advisors trimmed | 61,656 | $7M | 0.4% | 2026-Q2 |
| Weil Company, Inc. added | 58,727 | $7M | 0.4% | 2026-Q2 |
| Parcion Private Wealth LLC added | 58,509 | $7M | 0.4% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 56,564 | $7M | 0.4% | 2026-Q2 |
| AE Wealth Management LLC added | 55,718 | $7M | 0.4% | 2026-Q2 |
| Petros Family Wealth, LLC added | 46,461 | $5M | 0.3% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 41,882 | $5M | 0.3% | 2026-Q2 |
| FLAGSHIP HARBOR ADVISORS, LLC trimmed | 40,224 | $5M | 0.3% | 2026-Q2 |
| WIN ADVISORS, INC trimmed | 37,868 | $4M | 0.3% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC added | 37,040 | $4M | 0.3% | 2026-Q2 |
| Key Financial Inc added | 36,956 | $4M | 0.3% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 35,798 | $4M | 0.3% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 34,586 | $4M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 34,467 | $4M | 0.2% | 2026-Q2 |
| Trilogy Capital Inc. added | 33,184 | $4M | 0.2% | 2026-Q2 |
| Cresset Asset Management, LLC trimmed | 32,244 | $4M | 0.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 32,204 | $4M | 0.2% | 2026-Q2 |
| FOUNDERS FINANCIAL SECURITIES LLC trimmed | 31,172 | $4M | 0.2% | 2026-Q2 |
| IHT Wealth Management, LLC trimmed | 28,812 | $3M | 0.2% | 2026-Q2 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC added | 26,889 | $3M | 0.2% | 2026-Q2 |
| Cyndeo Wealth Partners, LLC trimmed | 26,849 | $3M | 0.2% | 2026-Q2 |
| LANE BROTHERS & CO INC trimmed | 25,949 | $3M | 0.2% | 2026-Q2 |
| Bedel Financial Consulting, Inc. added | 25,275 | $3M | 0.2% | 2026-Q2 |
| Fourth Dimension Wealth, LLC added | 23,732 | $3M | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 22,999 | $3M | 0.2% | 2026-Q2 |
| MSH Capital Advisors LLC added | 20,853 | $2M | 0.1% | 2026-Q2 |
| WT Wealth Management added | 20,718 | $2M | 0.1% | 2026-Q2 |
| BLUEDOOR PRIVATE WEALTH, LLC trimmed | 19,121 | $2M | 0.1% | 2026-Q2 |
| PCG Wealth Advisors, LLC trimmed | 18,255 | $2M | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 17,986 | $2M | 0.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 17,243 | $2M | 0.1% | 2026-Q2 |
| NewEdge Wealth, LLC added | 16,780 | $2M | 0.1% | 2026-Q2 |
| Beacon Financial Advisory LLC trimmed | 16,756 | $2M | 0.1% | 2026-Q2 |
| MONEYWISE, INC. trimmed | 16,553 | $2M | 0.1% | 2026-Q2 |
| Hilton Head Capital Partners, LLC new | 16,318 | $2M | 0.1% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 15,563 | $2M | 0.1% | 2026-Q2 |
| &PARTNERS added | 15,469 | $2M | 0.1% | 2026-Q2 |
| COZAD ASSET MANAGEMENT INC trimmed | 15,237 | $2M | 0.1% | 2026-Q2 |
| KWB Wealth added | 15,017 | $2M | 0.1% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 14,403 | $2M | 0.1% | 2026-Q2 |
| Flaharty Asset Management, LLC trimmed | 14,154 | $2M | 0.1% | 2026-Q2 |
| WCG Wealth Advisors LLC trimmed | 14,150 | $2M | 0.1% | 2026-Q2 |
| Gallagher Fiduciary Advisors, LLC added | 13,061 | $2M | 0.1% | 2026-Q2 |
| Atria Investments, Inc added | 12,793 | $2M | 0.1% | 2026-Q2 |
| Gladstone Institutional Advisory LLC added | 12,524 | $1M | 0.1% | 2026-Q2 |
| Nova Wealth Management, Inc. trimmed | 11,506 | $1M | 0.1% | 2026-Q2 |
| Indivisible Partners added | 10,098 | $1M | 0.1% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 9,828 | $1M | 0.1% | 2026-Q2 |
| Freestate Advisors LLC added | 9,610 | $1M | 0.1% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 8,933 | $1M | 0.1% | 2026-Q2 |
| Unified Investment Management | 8,772 | $1M | 0.1% | 2026-Q2 |
| J. M. Brown & Associates Inc. new | 8,240 | $973K | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 7,634 | $901K | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 7,432 | $877K | 0.1% | 2026-Q2 |
| Sunpointe, LLC | 7,206 | $851K | 0.1% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 6,617 | $781K | 0.0% | 2026-Q2 |
| SFG Wealth Management, LLC. added | 6,242 | $737K | 0.0% | 2026-Q2 |
| Brio Consultants, LLC trimmed | 5,623 | $664K | 0.0% | 2026-Q2 |
| BlueChip Wealth Advisors LLC trimmed | 5,199 | $614K | 0.0% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 5,108 | $603K | 0.0% | 2026-Q2 |
| Capital Squared Financial LLC trimmed | 5,079 | $600K | 0.0% | 2026-Q2 |
| Broadway Wealth Solutions, Inc. added | 4,876 | $576K | 0.0% | 2026-Q2 |
| Savant Capital, LLC new | 4,832 | $574K | 0.0% | 2026-Q2 |
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.