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Institutional Ownership · SEC Form 13F

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.

150
Institutional holders
32,259,252
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
Retirement Planning Group, LLC added4,330,872$231M12.2%2026-Q1
HighTower Advisors, LLC added3,549,265$190M10.0%2026-Q1
LPL Financial LLC added3,451,329$184M9.7%2026-Q1
MORGAN STANLEY added2,843,665$152M8.0%2026-Q1
TRUST POINT INC. trimmed2,510,018$134M7.1%2026-Q1
BANK OF AMERICA CORP /DE/ added2,039,375$109M5.7%2026-Q1
Private Advisor Group, LLC added1,302,260$70M3.7%2026-Q1
RVW Wealth, LLC trimmed1,065,641$57M3.0%2026-Q1
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added1,021,046$55M2.9%2026-Q1
RAYMOND JAMES FINANCIAL INC added792,207$42M2.2%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added536,656$29M1.5%2026-Q1
UBS Group AG added527,364$28M1.5%2026-Q1
Rockefeller Capital Management L.P. added506,026$27M1.4%2026-Q1
COLUMBIA ADVISORY PARTNERS LLC added426,047$23M1.2%2026-Q1
Cetera Investment Advisers added390,626$21M1.1%2026-Q1
Prestige Wealth Management Group LLC trimmed359,265$19M1.0%2026-Q1
OSAIC HOLDINGS, INC. trimmed356,447$19M1.0%2026-Q1
Ritter Daniher Financial Advisory LLC / DE added336,078$18M0.9%2026-Q1
Kestra Advisory Services, LLC added333,749$18M0.9%2026-Q1
Legacy Financial Advisors, Inc. added333,342$18M0.9%2026-Q1
Etesian Wealth Advisors, Inc. added294,796$16M0.8%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added276,494$15M0.8%2026-Q1
Smartleaf Asset Management LLC added277,406$14M0.7%2026-Q1
Quattro Advisors LLC added264,811$14M0.7%2026-Q1
RESOLUTE CAPITAL, LLC added241,770$13M0.7%2026-Q1
FLYNN ZITO CAPITAL MANAGEMENT, LLC added236,170$13M0.7%2026-Q1
CWM, LLC added207,230$11M0.6%2026-Q1
Sound Income Strategies, LLC added203,050$11M0.6%2026-Q1
tru Independence LLC added199,034$11M0.6%2026-Q1
GLR Partners, LLC new197,213$11M0.6%2026-Q1
Atria Investments, Inc trimmed193,055$10M0.5%2026-Q1
Oxinas Partners, LLC added185,687$10M0.5%2026-Q1
US BANCORP \DE\ added181,949$10M0.5%2026-Q1
Centurion Wealth Management LLC new112,201$6M0.3%2026-Q1
Vericrest Private Wealth added110,009$6M0.3%2026-Q1
NBC SECURITIES, INC. added109,001$6M0.3%2026-Q1
Western Wealth Management, LLC added91,929$5M0.3%2026-Q1
Cambridge Investment Research Advisors, Inc. added89,456$5M0.3%2026-Q1
Sunbelt Securities, Inc. trimmed80,423$4M0.2%2026-Q1
Kingsview Wealth Management, LLC trimmed74,362$4M0.2%2026-Q1
Avestar Capital, LLC added73,361$4M0.2%2026-Q1
Equitable Holdings, Inc. added64,194$4M0.2%2026-Q1
MGO ONE SEVEN LLC added66,726$4M0.2%2026-Q1
FLAGSHIP HARBOR ADVISORS, LLC added63,519$3M0.2%2026-Q1
Herold Advisors, Inc. added60,598$3M0.2%2026-Q1
Formidable Asset Management, LLC added54,950$3M0.2%2026-Q1
Golden State Wealth Management, LLC added54,493$3M0.2%2026-Q1
Arkadios Wealth Advisors added54,150$3M0.2%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added52,277$3M0.1%2026-Q1
TD Capital Management LLC added48,829$3M0.1%2026-Q1
Comprehensive Financial Consultants Institutional, Inc. added48,093$3M0.1%2026-Q1
Summit Financial, LLC added46,775$2M0.1%2026-Q1
AMERIPRISE FINANCIAL INC trimmed42,146$2M0.1%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added40,747$2M0.1%2026-Q1
TopTier Wealth Management, LLC added38,906$2M0.1%2026-Q1
HARBOUR INVESTMENTS, INC. added38,373$2M0.1%2026-Q1
KPP Advisory Services LLC added37,974$2M0.1%2026-Q1
RFG Advisory, LLC added37,566$2M0.1%2026-Q1
Bison Wealth, LLC trimmed30,294$2M0.1%2026-Q1
JPMORGAN CHASE & CO added31,533$2M0.1%2026-Q1
Bravias Capital Group, LLC trimmed28,947$2M0.1%2026-Q1
Gladstone Institutional Advisory LLC added27,908$1M0.1%2026-Q1
Sanctuary Advisors, LLC added26,037$1M0.1%2026-Q1
GREAT VALLEY ADVISOR GROUP, INC. added23,480$1M0.1%2026-Q1
Gateway Wealth Partners, LLC added22,248$1M0.1%2026-Q1
CreativeOne Wealth, LLC trimmed20,988$1M0.1%2026-Q1
JONES FINANCIAL COMPANIES LLLP added21,336$1M0.1%2026-Q1
United Advisor Group, LLC added18,475$987K0.1%2026-Q1
CITADEL ADVISORS LLC added18,115$968K0.1%2026-Q1
JANE STREET GROUP, LLC added15,334$819K0.0%2026-Q1
KESTRA PRIVATE WEALTH SERVICES, LLC trimmed15,217$813K0.0%2026-Q1
Farrell Financial LLC added14,725$787K0.0%2026-Q1
Stratos Wealth Partners, LTD. added14,426$771K0.0%2026-Q1
Trademark Financial Management, LLC trimmed14,408$770K0.0%2026-Q1
CREATIVE FINANCIAL DESIGNS INC /ADV added14,371$768K0.0%2026-Q1
STIFEL FINANCIAL CORP added13,871$741K0.0%2026-Q1
MML INVESTORS SERVICES, LLC trimmed12,226$653K0.0%2026-Q1
PARK AVENUE SECURITIES LLC added11,791$630K0.0%2026-Q1
XY Planning Network, Inc. new11,475$621K0.0%2026-Q1
Millington Financial Advisors, LLC9,086$564K0.0%2026-Q1
Geneos Wealth Management Inc. new10,263$548K0.0%2026-Q1
Creative Planning added10,243$547K0.0%2026-Q1
WealthPoint Financial, LLC8,937$524K0.0%2026-Q1
Horizon Wealth Management, LLC trimmed9,740$520K0.0%2026-Q1
Concurrent Investment Advisors, LLC trimmed9,026$482K0.0%2026-Q1
Kovack Advisors, Inc. added8,776$474K0.0%2026-Q1
BROWN ADVISORY INC8,766$468K0.0%2026-Q1
Empirical Asset Management, LLC added8,438$451K0.0%2026-Q1
Steward Partners Investment Advisory, LLC8,220$439K0.0%2026-Q1
Founders Financial Alliance, LLC added8,085$432K0.0%2026-Q1
Insight Advisors, LLC/ PA trimmed7,992$427K0.0%2026-Q1
Smith Anglin Financial, LLC new3,394,147$178M9.4%2025-Q2 stale
L.M. KOHN & COMPANY added39,614$2M0.1%2025-Q2 stale
GK Wealth Management LLC new17,716$1M0.1%2025-Q4 stale
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added20,210$887K0.0%2025-Q1 stale
D.A. DAVIDSON & CO. trimmed13,329$765K0.0%2025-Q3 stale
IHT Wealth Management, LLC added15,623$686K0.0%2025-Q1 stale
DRIVE WEALTH MANAGEMENT, LLC added12,773$671K0.0%2025-Q2 stale
GPS Wealth Strategies Group, LLC trimmed8,962$526K0.0%2025-Q4 stale
WIN ADVISORS, INC trimmed8,608$494K0.0%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.

HoldersTotal shares

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.

Learn how to read institutional ownership