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-Q1 13F filings (latest filed 2026-05-28). 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
29 tracked funds added or opened QGRO while 63 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
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 0.2% 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 2025-Q4 and 2026-Q1, across 187 tracked filers holding QGRO, 105 increased or opened the position and 79 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 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 10
- Sherrill & Hutchins Financial Advisory, Inc$28M
- Clarity Asset Management, Inc.$6M
- Elevation Capital Advisory, LLC$3M
- Trilogy Capital Inc.$2M
- HRT FINANCIAL LP$2M
- &PARTNERS$2M
Full exits 8
- MAINSTAY CAPITAL MANAGEMENT LLC /ADV$61M
- NewEdge Advisors, LLC$23M
- RFG Advisory, LLC$8M
- WIN ADVISORS, INC$5M
- D.A. DAVIDSON & CO.$3M
- Valued Retirements, Inc.$3M
Largest adds
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$80M
- Independent Advisor Alliance$40M
- Larson Financial Group LLC$11M
- Wilkerson Advisory Group LLC$6M
- Arkadios Wealth Advisors$5M
- TWO SIGMA INVESTMENTS, LP$4M
Largest trims
- AMERICAN CENTURY COMPANIES INC$22M
- BANK OF AMERICA CORP /DE/$17M
- Wealth Advisors of Iowa, LLC$15M
- ROYAL BANK OF CANADA$12M
- Stratos Investment Management, LLC$12M
- MML INVESTORS SERVICES, LLC$8M
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 |
|---|---|---|---|---|
| LPL Financial LLC added | 2,566,796 | $270M | 15.6% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 1,099,809 | $116M | 6.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 1,032,466 | $108M | 6.3% | 2026-Q1 |
| Larson Financial Group LLC added | 946,484 | $99M | 5.7% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 865,518 | $91M | 5.2% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 834,469 | $88M | 5.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 498,419 | $52M | 3.0% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 443,414 | $47M | 2.7% | 2026-Q1 |
| Independent Advisor Alliance added | 384,167 | $40M | 2.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 368,087 | $39M | 2.2% | 2026-Q1 |
| Next Level Private LLC added | 353,832 | $37M | 2.1% | 2026-Q1 |
| Procyon Advisors, LLC added | 342,865 | $36M | 2.1% | 2026-Q1 |
| Intrua Financial, LLC added | 313,720 | $33M | 1.9% | 2026-Q1 |
| Pinnacle Financial Partners, Inc. added | 290,201 | $31M | 1.8% | 2026-Q1 |
| Sherrill & Hutchins Financial Advisory, Inc new | 267,827 | $28M | 1.6% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 265,404 | $28M | 1.6% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 179,874 | $19M | 1.1% | 2026-Q1 |
| Equitable Holdings, Inc. added | 164,538 | $19M | 1.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 178,840 | $19M | 1.1% | 2026-Q1 |
| Anderson Financial Strategies, LLC added | 157,237 | $18M | 1.0% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 162,500 | $17M | 1.0% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 151,561 | $16M | 0.9% | 2026-Q1 |
| Flaharty Asset Management, LLC added | 151,015 | $16M | 0.9% | 2026-Q1 |
| Golden State Wealth Management, LLC added | 136,245 | $14M | 0.8% | 2026-Q1 |
| IAM Advisory, LLC trimmed | 134,640 | $14M | 0.8% | 2026-Q1 |
| UBS Group AG trimmed | 129,906 | $14M | 0.8% | 2026-Q1 |
| Pathway Financial Advisors LLC added | 119,170 | $13M | 0.7% | 2026-Q1 |
| Wilkerson Advisory Group LLC added | 111,216 | $12M | 0.7% | 2026-Q1 |
| Arkadios Wealth Advisors added | 106,142 | $11M | 0.6% | 2026-Q1 |
| Capital Investment Advisors, LLC trimmed | 99,109 | $10M | 0.6% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 91,220 | $10M | 0.6% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 88,857 | $9M | 0.5% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 88,494 | $9M | 0.5% | 2026-Q1 |
| MB, LEVIS & ASSOCIATES, LLC added | 88,035 | $9M | 0.5% | 2026-Q1 |
| Stratos Wealth Advisors, LLC added | 87,984 | $9M | 0.5% | 2026-Q1 |
| Per Stirling Capital Management, LLC. trimmed | 86,224 | $9M | 0.5% | 2026-Q1 |
| MFA Wealth Services added | 83,377 | $9M | 0.5% | 2026-Q1 |
| Ruggaard & Associates LLC trimmed | 81,038 | $9M | 0.5% | 2026-Q1 |
| Networth Advisors, LLC added | 76,753 | $8M | 0.5% | 2026-Q1 |
| LANE BROTHERS & CO INC trimmed | 66,111 | $7M | 0.4% | 2026-Q1 |
| IFP Advisors, Inc trimmed | 61,709 | $6M | 0.4% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 61,049 | $6M | 0.4% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 60,370 | $6M | 0.4% | 2026-Q1 |
| Clarity Asset Management, Inc. new | 59,798 | $6M | 0.4% | 2026-Q1 |
| Parcion Private Wealth LLC added | 56,735 | $6M | 0.3% | 2026-Q1 |
| Weil Company, Inc. added | 55,528 | $6M | 0.3% | 2026-Q1 |
| AE Wealth Management LLC added | 47,437 | $5M | 0.3% | 2026-Q1 |
| Petros Family Wealth, LLC added | 44,091 | $5M | 0.3% | 2026-Q1 |
| FLAGSHIP HARBOR ADVISORS, LLC trimmed | 40,473 | $4M | 0.2% | 2026-Q1 |
| Nova Wealth Management, Inc. added | 37,693 | $4M | 0.2% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 35,942 | $4M | 0.2% | 2026-Q1 |
| PCG Wealth Advisors, LLC trimmed | 33,898 | $4M | 0.2% | 2026-Q1 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 31,615 | $3M | 0.2% | 2026-Q1 |
| Cresset Asset Management, LLC added | 32,705 | $3M | 0.2% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 32,214 | $3M | 0.2% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 32,021 | $3M | 0.2% | 2026-Q1 |
| IHT Wealth Management, LLC trimmed | 29,002 | $3M | 0.2% | 2026-Q1 |
| Key Financial Inc added | 28,905 | $3M | 0.2% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 28,409 | $3M | 0.2% | 2026-Q1 |
| Capital Analysts, LLC trimmed | 27,788 | $3M | 0.2% | 2026-Q1 |
| Cyndeo Wealth Partners, LLC trimmed | 27,113 | $3M | 0.2% | 2026-Q1 |
| Bedel Financial Consulting, Inc. added | 25,184 | $3M | 0.2% | 2026-Q1 |
| Elevation Capital Advisory, LLC trimmed | 24,144 | $3M | 0.1% | 2026-Q1 |
| Ameritas Advisory Services, LLC trimmed | 21,471 | $2M | 0.1% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 21,456 | $2M | 0.1% | 2026-Q1 |
| Fourth Dimension Wealth, LLC added | 21,147 | $2M | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 20,477 | $2M | 0.1% | 2026-Q1 |
| Ashton Thomas Private Wealth, LLC added | 20,441 | $2M | 0.1% | 2026-Q1 |
| Trilogy Capital Inc. new | 19,855 | $2M | 0.1% | 2026-Q1 |
| KPP Advisory Services LLC added | 19,852 | $2M | 0.1% | 2026-Q1 |
| M Holdings Securities, Inc. trimmed | 18,361 | $2M | 0.1% | 2026-Q1 |
| HRT FINANCIAL LP new | 19,645 | $2M | 0.1% | 2026-Q1 |
| BLUEDOOR PRIVATE WEALTH, LLC trimmed | 19,575 | $2M | 0.1% | 2026-Q1 |
| Mariner, LLC trimmed | 18,390 | $2M | 0.1% | 2026-Q1 |
| MONEYWISE, INC. trimmed | 17,492 | $2M | 0.1% | 2026-Q1 |
| COZAD ASSET MANAGEMENT INC added | 17,077 | $2M | 0.1% | 2026-Q1 |
| Beacon Financial Advisory LLC added | 16,963 | $2M | 0.1% | 2026-Q1 |
| Prosperity Financial Group, Inc. trimmed | 16,290 | $2M | 0.1% | 2026-Q1 |
| Legacy CG, LLC trimmed | 16,214 | $2M | 0.1% | 2026-Q1 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC trimmed | 16,003 | $2M | 0.1% | 2026-Q1 |
| KWB Wealth | 14,203 | $2M | 0.1% | 2026-Q1 |
| WT Wealth Management added | 15,284 | $2M | 0.1% | 2026-Q1 |
| &PARTNERS new | 14,840 | $2M | 0.1% | 2026-Q1 |
| NewEdge Wealth, LLC added | 14,580 | $2M | 0.1% | 2026-Q1 |
| WCG Wealth Advisors LLC added | 14,172 | $1M | 0.1% | 2026-Q1 |
| Spire Wealth Management added | 14,014 | $1M | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC added | 13,697 | $1M | 0.1% | 2026-Q1 |
| Geneos Wealth Management Inc. added | 13,100 | $1M | 0.1% | 2026-Q1 |
| Gallagher Fiduciary Advisors, LLC added | 11,798 | $1M | 0.1% | 2026-Q1 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV trimmed | 532,782 | $61M | 3.5% | 2025-Q4 stale |
| SYNOVUS FINANCIAL CORP added | 255,814 | $29M | 1.7% | 2025-Q3 stale |
| NewEdge Advisors, LLC trimmed | 204,609 | $23M | 1.4% | 2025-Q4 stale |
| RFG Advisory, LLC added | 69,921 | $8M | 0.5% | 2025-Q4 stale |
| Good Life Advisors, LLC added | 68,148 | $7M | 0.4% | 2025-Q2 stale |
| Gilbert Capital Group, Inc. new | 45,552 | $5M | 0.3% | 2025-Q2 stale |
| WIN ADVISORS, INC added | 40,260 | $5M | 0.3% | 2025-Q4 stale |
| D.A. DAVIDSON & CO. trimmed | 27,160 | $3M | 0.2% | 2025-Q4 stale |
| Valued Retirements, Inc. added | 23,481 | $3M | 0.2% | 2025-Q4 stale |
| Global Retirement Partners, LLC added | 14,922 | $2M | 0.1% | 2025-Q4 stale |
| Fortis Group Advisors, LLC added | 14,966 | $2M | 0.1% | 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.