Who owns 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-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
The tracked-fund tape on QGRW is one-sided between 2026-Q1 and 2026-Q2: 76 added or opened and 11 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
QGRW’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 0.0pp gap the other way — the median holder sizes QGRW more heavily than its largest holder by dollar value does.
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 2026-Q1 and 2026-Q2, across 155 tracked filers holding QGRW, 112 increased or opened the position and 50 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 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
- Bluespring Wealth Management, LLC$46M
- Global Retirement Partners, LLC$4M
- FLAGSHIP WEALTH ADVISORS, LLC$2M
- Sigma Planning Corp$2M
- MERCER GLOBAL ADVISORS INC /ADV$2M
- GK Wealth Management LLC$1M
Full exits 8
- HighTower Advisors, LLC$190M
- CWM, LLC$11M
- Cambridge Investment Research Advisors, Inc.$5M
- Sunbelt Securities, Inc.$4M
- CITADEL ADVISORS LLC$968K
- JANE STREET GROUP, LLC$819K
Largest adds
- LPL Financial LLC$135M
- Retirement Planning Group, LLC$68M
- MORGAN STANLEY$56M
- BANK OF AMERICA CORP /DE/$32M
- TRUST POINT INC.$30M
- Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$22M
Largest trims
- AMERIPRISE FINANCIAL INC$1M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
- Gateway Wealth Partners, LLC$388K
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 added | 4,836,523 | $319M | 15.0% | 2026-Q2 |
| Retirement Planning Group, LLC added | 4,540,625 | $300M | 14.1% | 2026-Q2 |
| MORGAN STANLEY added | 3,143,846 | $208M | 9.7% | 2026-Q2 |
| TRUST POINT INC. trimmed | 2,477,989 | $164M | 7.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 2,136,892 | $141M | 6.6% | 2026-Q2 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added | 1,160,231 | $77M | 3.6% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 1,113,144 | $74M | 3.4% | 2026-Q2 |
| RVW Wealth, LLC added | 1,073,242 | $71M | 3.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 912,147 | $60M | 2.8% | 2026-Q2 |
| Bluespring Wealth Management, LLC new | 692,580 | $46M | 2.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 681,763 | $45M | 2.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 548,800 | $36M | 1.7% | 2026-Q2 |
| UBS Group AG trimmed | 516,476 | $34M | 1.6% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 475,740 | $31M | 1.5% | 2026-Q2 |
| COLUMBIA ADVISORY PARTNERS LLC added | 436,638 | $29M | 1.4% | 2026-Q2 |
| Cetera Investment Advisers added | 429,394 | $28M | 1.3% | 2026-Q2 |
| Quattro Advisors LLC added | 363,175 | $24M | 1.1% | 2026-Q2 |
| Prestige Wealth Management Group LLC added | 360,786 | $24M | 1.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 357,500 | $24M | 1.1% | 2026-Q2 |
| Ritter Daniher Financial Advisory LLC / DE added | 345,390 | $23M | 1.1% | 2026-Q2 |
| Legacy Financial Advisors, Inc. added | 336,730 | $22M | 1.0% | 2026-Q2 |
| Western Wealth Management, LLC added | 300,758 | $20M | 0.9% | 2026-Q2 |
| Etesian Wealth Advisors, Inc. added | 297,728 | $20M | 0.9% | 2026-Q2 |
| Smartleaf Asset Management LLC | 277,406 | $18M | 0.8% | 2026-Q2 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC added | 257,034 | $17M | 0.8% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 252,706 | $17M | 0.8% | 2026-Q2 |
| Sound Income Strategies, LLC added | 237,599 | $16M | 0.7% | 2026-Q2 |
| RESOLUTE CAPITAL, LLC trimmed | 211,825 | $14M | 0.7% | 2026-Q2 |
| GLR Partners, LLC added | 205,596 | $14M | 0.6% | 2026-Q2 |
| tru Independence LLC trimmed | 196,015 | $13M | 0.6% | 2026-Q2 |
| Atria Investments, Inc added | 193,726 | $13M | 0.6% | 2026-Q2 |
| Oxinas Partners, LLC added | 190,503 | $13M | 0.6% | 2026-Q2 |
| US BANCORP \DE\ trimmed | 181,419 | $12M | 0.6% | 2026-Q2 |
| Centurion Wealth Management LLC added | 161,509 | $11M | 0.5% | 2026-Q2 |
| Summit Financial, LLC added | 148,890 | $10M | 0.5% | 2026-Q2 |
| LANARK FINANCIAL, INC. added | 131,120 | $9M | 0.4% | 2026-Q2 |
| Vericrest Private Wealth added | 127,611 | $8M | 0.4% | 2026-Q2 |
| United Advisor Group, LLC added | 95,524 | $6M | 0.3% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 83,917 | $6M | 0.3% | 2026-Q2 |
| KPP Advisory Services LLC added | 79,191 | $5M | 0.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 77,208 | $5M | 0.2% | 2026-Q2 |
| Formidable Asset Management, LLC added | 76,884 | $4M | 0.2% | 2026-Q2 |
| Arkadios Wealth Advisors added | 73,666 | $5M | 0.2% | 2026-Q2 |
| Avestar Capital, LLC trimmed | 73,092 | $5M | 0.2% | 2026-Q2 |
| Equitable Holdings, Inc. added | 70,842 | $5M | 0.2% | 2026-Q2 |
| Herold Advisors, Inc. added | 67,404 | $4M | 0.2% | 2026-Q2 |
| FLAGSHIP HARBOR ADVISORS, LLC trimmed | 63,312 | $4M | 0.2% | 2026-Q2 |
| Global Retirement Partners, LLC new | 61,097 | $4M | 0.2% | 2026-Q2 |
| MGO ONE SEVEN LLC trimmed | 59,895 | $4M | 0.2% | 2026-Q2 |
| Golden State Wealth Management, LLC added | 59,671 | $4M | 0.2% | 2026-Q2 |
| Comprehensive Financial Consultants Institutional, Inc. added | 50,902 | $3M | 0.2% | 2026-Q2 |
| TD Capital Management LLC added | 49,781 | $3M | 0.2% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 46,606 | $3M | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 46,133 | $3M | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 44,415 | $3M | 0.1% | 2026-Q2 |
| TopTier Wealth Management, LLC added | 43,171 | $3M | 0.1% | 2026-Q2 |
| RFG Advisory, LLC added | 39,791 | $3M | 0.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 38,270 | $3M | 0.1% | 2026-Q2 |
| FLAGSHIP WEALTH ADVISORS, LLC new | 34,092 | $2M | 0.1% | 2026-Q2 |
| Bison Wealth, LLC added | 32,132 | $2M | 0.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 30,322 | $2M | 0.1% | 2026-Q2 |
| Bravias Capital Group, LLC added | 30,262 | $2M | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 28,646 | $2M | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 24,965 | $2M | 0.1% | 2026-Q2 |
| Gladstone Institutional Advisory LLC trimmed | 24,889 | $2M | 0.1% | 2026-Q2 |
| Sigma Planning Corp added | 24,578 | $2M | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 24,124 | $2M | 0.1% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 23,937 | $2M | 0.1% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 21,147 | $1M | 0.1% | 2026-Q2 |
| CreativeOne Wealth, LLC trimmed | 19,941 | $1M | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 19,637 | $1M | 0.1% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 19,292 | $1M | 0.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 17,616 | $1M | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 17,479 | $1M | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 17,404 | $1M | 0.1% | 2026-Q2 |
| GK Wealth Management LLC trimmed | 17,075 | $1M | 0.1% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 15,331 | $1M | 0.0% | 2026-Q2 |
| Farrell Financial LLC added | 14,810 | $978K | 0.0% | 2026-Q2 |
| Hopwood Nicholas Hunter added | 14,354 | $948K | 0.0% | 2026-Q2 |
| Trademark Financial Management, LLC trimmed | 14,310 | $945K | 0.0% | 2026-Q2 |
| XY Planning Network, Inc. added | 12,358 | $816K | 0.0% | 2026-Q2 |
| Gateway Wealth Partners, LLC trimmed | 12,134 | $801K | 0.0% | 2026-Q2 |
| WealthPoint Financial, LLC added | 11,421 | $754K | 0.0% | 2026-Q2 |
| Empirical Asset Management, LLC added | 10,389 | $686K | 0.0% | 2026-Q2 |
| Creative Planning added | 10,295 | $680K | 0.0% | 2026-Q2 |
| GTS SECURITIES LLC new | 10,254 | $677K | 0.0% | 2026-Q2 |
| Clarity Asset Management, Inc. added | 9,818 | $648K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 9,638 | $636K | 0.0% | 2026-Q2 |
| Horizon Wealth Management, LLC trimmed | 9,628 | $636K | 0.0% | 2026-Q2 |
| Sankala Group LLC added | 9,534 | $639K | 0.0% | 2026-Q2 |
| Kovack Advisors, Inc. added | 9,194 | $606K | 0.0% | 2026-Q2 |
| Millington Financial Advisors, LLC | 9,086 | $586K | 0.0% | 2026-Q2 |
| Concurrent Investment Advisors, LLC trimmed | 9,011 | $595K | 0.0% | 2026-Q2 |
| BROWN ADVISORY INC | 8,766 | $579K | 0.0% | 2026-Q2 |
| Founders Financial Alliance, LLC added | 8,267 | $546K | 0.0% | 2026-Q2 |
| FMR LLC added | 8,209 | $542K | 0.0% | 2026-Q2 |
| Mariner, LLC | 7,844 | $518K | 0.0% | 2026-Q2 |
| PARSONS CAPITAL MANAGEMENT INC/RI added | 7,781 | $514K | 0.0% | 2026-Q2 |
| COMMERCE BANK new | 7,560 | $499K | 0.0% | 2026-Q2 |
| Intrua Financial, LLC trimmed | 7,196 | $475K | 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.