Who owns QGRW (QGRW)
Which tracked institutional funds hold QGRW, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See QGRW 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
35 tracked funds added or opened QGRW while 27 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
QGRW’s largest tracked holder by dollar value, Retirement Planning Group, LLC, sizes it at 7.2% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 7.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in QGRW 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 150 tracked filers holding QGRW, 104 increased or opened the position and 41 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 QGRW 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 6
- GLR Partners, LLC$11M
- US BANCORP \DE\$10M
- Centurion Wealth Management LLC$6M
- STIFEL FINANCIAL CORP$741K
- XY Planning Network, Inc.$621K
- Geneos Wealth Management Inc.$548K
Full exits 2
- GK Wealth Management LLC$1M
- GPS Wealth Strategies Group, LLC$526K
Largest adds
- RAYMOND JAMES FINANCIAL INC$33M
- Rockefeller Capital Management L.P.$21M
- ENVESTNET ASSET MANAGEMENT INC$21M
- LPL Financial LLC$19M
- UBS Group AG$18M
- BANK OF AMERICA CORP /DE/$17M
Largest trims
- Horizon Wealth Management, LLC$30M
- TRUST POINT INC.$20M
- Retirement Planning Group, LLC$16M
- Insight Advisors, LLC/ PA$16M
- HighTower Advisors, LLC$14M
- RVW Wealth, LLC$7M
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 |
|---|---|---|---|---|
| Retirement Planning Group, LLC added | 4,330,872 | $231M | 12.2% | 2026-Q1 |
| HighTower Advisors, LLC added | 3,549,265 | $190M | 10.0% | 2026-Q1 |
| LPL Financial LLC added | 3,451,329 | $184M | 9.7% | 2026-Q1 |
| MORGAN STANLEY added | 2,843,665 | $152M | 8.0% | 2026-Q1 |
| TRUST POINT INC. trimmed | 2,510,018 | $134M | 7.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 2,039,375 | $109M | 5.7% | 2026-Q1 |
| Private Advisor Group, LLC added | 1,302,260 | $70M | 3.7% | 2026-Q1 |
| RVW Wealth, LLC trimmed | 1,065,641 | $57M | 3.0% | 2026-Q1 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added | 1,021,046 | $55M | 2.9% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 792,207 | $42M | 2.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 536,656 | $29M | 1.5% | 2026-Q1 |
| UBS Group AG added | 527,364 | $28M | 1.5% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 506,026 | $27M | 1.4% | 2026-Q1 |
| COLUMBIA ADVISORY PARTNERS LLC added | 426,047 | $23M | 1.2% | 2026-Q1 |
| Cetera Investment Advisers added | 390,626 | $21M | 1.1% | 2026-Q1 |
| Prestige Wealth Management Group LLC trimmed | 359,265 | $19M | 1.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 356,447 | $19M | 1.0% | 2026-Q1 |
| Ritter Daniher Financial Advisory LLC / DE added | 336,078 | $18M | 0.9% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 333,749 | $18M | 0.9% | 2026-Q1 |
| Legacy Financial Advisors, Inc. added | 333,342 | $18M | 0.9% | 2026-Q1 |
| Etesian Wealth Advisors, Inc. added | 294,796 | $16M | 0.8% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 276,494 | $15M | 0.8% | 2026-Q1 |
| Smartleaf Asset Management LLC added | 277,406 | $14M | 0.7% | 2026-Q1 |
| Quattro Advisors LLC added | 264,811 | $14M | 0.7% | 2026-Q1 |
| RESOLUTE CAPITAL, LLC added | 241,770 | $13M | 0.7% | 2026-Q1 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC added | 236,170 | $13M | 0.7% | 2026-Q1 |
| CWM, LLC added | 207,230 | $11M | 0.6% | 2026-Q1 |
| Sound Income Strategies, LLC added | 203,050 | $11M | 0.6% | 2026-Q1 |
| tru Independence LLC added | 199,034 | $11M | 0.6% | 2026-Q1 |
| GLR Partners, LLC new | 197,213 | $11M | 0.6% | 2026-Q1 |
| Atria Investments, Inc trimmed | 193,055 | $10M | 0.5% | 2026-Q1 |
| Oxinas Partners, LLC added | 185,687 | $10M | 0.5% | 2026-Q1 |
| US BANCORP \DE\ added | 181,949 | $10M | 0.5% | 2026-Q1 |
| Centurion Wealth Management LLC new | 112,201 | $6M | 0.3% | 2026-Q1 |
| Vericrest Private Wealth added | 110,009 | $6M | 0.3% | 2026-Q1 |
| NBC SECURITIES, INC. added | 109,001 | $6M | 0.3% | 2026-Q1 |
| Western Wealth Management, LLC added | 91,929 | $5M | 0.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 89,456 | $5M | 0.3% | 2026-Q1 |
| Sunbelt Securities, Inc. trimmed | 80,423 | $4M | 0.2% | 2026-Q1 |
| Kingsview Wealth Management, LLC trimmed | 74,362 | $4M | 0.2% | 2026-Q1 |
| Avestar Capital, LLC added | 73,361 | $4M | 0.2% | 2026-Q1 |
| Equitable Holdings, Inc. added | 64,194 | $4M | 0.2% | 2026-Q1 |
| MGO ONE SEVEN LLC added | 66,726 | $4M | 0.2% | 2026-Q1 |
| FLAGSHIP HARBOR ADVISORS, LLC added | 63,519 | $3M | 0.2% | 2026-Q1 |
| Herold Advisors, Inc. added | 60,598 | $3M | 0.2% | 2026-Q1 |
| Formidable Asset Management, LLC added | 54,950 | $3M | 0.2% | 2026-Q1 |
| Golden State Wealth Management, LLC added | 54,493 | $3M | 0.2% | 2026-Q1 |
| Arkadios Wealth Advisors added | 54,150 | $3M | 0.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 52,277 | $3M | 0.1% | 2026-Q1 |
| TD Capital Management LLC added | 48,829 | $3M | 0.1% | 2026-Q1 |
| Comprehensive Financial Consultants Institutional, Inc. added | 48,093 | $3M | 0.1% | 2026-Q1 |
| Summit Financial, LLC added | 46,775 | $2M | 0.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 42,146 | $2M | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 40,747 | $2M | 0.1% | 2026-Q1 |
| TopTier Wealth Management, LLC added | 38,906 | $2M | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 38,373 | $2M | 0.1% | 2026-Q1 |
| KPP Advisory Services LLC added | 37,974 | $2M | 0.1% | 2026-Q1 |
| RFG Advisory, LLC added | 37,566 | $2M | 0.1% | 2026-Q1 |
| Bison Wealth, LLC trimmed | 30,294 | $2M | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 31,533 | $2M | 0.1% | 2026-Q1 |
| Bravias Capital Group, LLC trimmed | 28,947 | $2M | 0.1% | 2026-Q1 |
| Gladstone Institutional Advisory LLC added | 27,908 | $1M | 0.1% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 26,037 | $1M | 0.1% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 23,480 | $1M | 0.1% | 2026-Q1 |
| Gateway Wealth Partners, LLC added | 22,248 | $1M | 0.1% | 2026-Q1 |
| CreativeOne Wealth, LLC trimmed | 20,988 | $1M | 0.1% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 21,336 | $1M | 0.1% | 2026-Q1 |
| United Advisor Group, LLC added | 18,475 | $987K | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 18,115 | $968K | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 15,334 | $819K | 0.0% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 15,217 | $813K | 0.0% | 2026-Q1 |
| Farrell Financial LLC added | 14,725 | $787K | 0.0% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 14,426 | $771K | 0.0% | 2026-Q1 |
| Trademark Financial Management, LLC trimmed | 14,408 | $770K | 0.0% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 14,371 | $768K | 0.0% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 13,871 | $741K | 0.0% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 12,226 | $653K | 0.0% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 11,791 | $630K | 0.0% | 2026-Q1 |
| XY Planning Network, Inc. new | 11,475 | $621K | 0.0% | 2026-Q1 |
| Millington Financial Advisors, LLC | 9,086 | $564K | 0.0% | 2026-Q1 |
| Geneos Wealth Management Inc. new | 10,263 | $548K | 0.0% | 2026-Q1 |
| Creative Planning added | 10,243 | $547K | 0.0% | 2026-Q1 |
| WealthPoint Financial, LLC | 8,937 | $524K | 0.0% | 2026-Q1 |
| Horizon Wealth Management, LLC trimmed | 9,740 | $520K | 0.0% | 2026-Q1 |
| Concurrent Investment Advisors, LLC trimmed | 9,026 | $482K | 0.0% | 2026-Q1 |
| Kovack Advisors, Inc. added | 8,776 | $474K | 0.0% | 2026-Q1 |
| BROWN ADVISORY INC | 8,766 | $468K | 0.0% | 2026-Q1 |
| Empirical Asset Management, LLC added | 8,438 | $451K | 0.0% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC | 8,220 | $439K | 0.0% | 2026-Q1 |
| Founders Financial Alliance, LLC added | 8,085 | $432K | 0.0% | 2026-Q1 |
| Insight Advisors, LLC/ PA trimmed | 7,992 | $427K | 0.0% | 2026-Q1 |
| Smith Anglin Financial, LLC new | 3,394,147 | $178M | 9.4% | 2025-Q2 stale |
| L.M. KOHN & COMPANY added | 39,614 | $2M | 0.1% | 2025-Q2 stale |
| GK Wealth Management LLC new | 17,716 | $1M | 0.1% | 2025-Q4 stale |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 20,210 | $887K | 0.0% | 2025-Q1 stale |
| D.A. DAVIDSON & CO. trimmed | 13,329 | $765K | 0.0% | 2025-Q3 stale |
| IHT Wealth Management, LLC added | 15,623 | $686K | 0.0% | 2025-Q1 stale |
| DRIVE WEALTH MANAGEMENT, LLC added | 12,773 | $671K | 0.0% | 2025-Q2 stale |
| GPS Wealth Strategies Group, LLC trimmed | 8,962 | $526K | 0.0% | 2025-Q4 stale |
| WIN ADVISORS, INC trimmed | 8,608 | $494K | 0.0% | 2025-Q3 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.