Institutional Holders (2026 Q1)
180 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in QGRO. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Sherrill & Hutchins Financial Advisory, Inc | 16.62% | 267,827 | $28.1M |
| 2 | Anderson Financial Strategies, LLC | 9.74% | 157,237 | $17.7M |
| 3 | Next Level Private LLC | 8.39% | 353,832 | $37.2M |
| 4 | MFA Wealth Services | 5.80% | 83,377 | $8.8M |
| 5 | Networth Advisors, LLC | 5.70% | 76,753 | $8.1M |
| 6 | Lane Brothers & Co Inc | 5.06% | 66,111 | $6.9M |
| 7 | Wilkerson Advisory Group LLC | 4.01% | 111,216 | $11.7M |
| 8 | Mb, Levis & Associates, LLC | 3.86% | 88,035 | $9.2M |
| 9 | Intrua Financial, LLC | 3.40% | 313,720 | $32.9M |
| 10 | Ruggaard & Associates LLC | 3.37% | 81,038 | $8.5M |
| 11 | Petros Family Wealth, LLC | 3.30% | 44,091 | $4.6M |
| 12 | Clarity Asset Management, Inc. | 3.18% | 59,798 | $6.3M |
| 13 | Larson Financial Group LLC | 3.17% | 946,484 | $99.4M |
| 14 | IAM Advisory, LLC | 3.17% | 134,640 | $14.1M |
| 15 | Nova Wealth Management, Inc. | 2.59% | 37,693 | $4.0M |
| 16 | Great Valley Advisor Group, INC. | 2.10% | 1,099,809 | $115.5M |
| 17 | Flaharty Asset Management, LLC | 1.97% | 151,015 | $15.9M |
| 18 | Procyon Advisors, LLC | 1.76% | 342,865 | $36.0M |
| 19 | Pathway Financial Advisors LLC | 1.57% | 119,170 | $12.7M |
| 20 | Golden State Wealth Management, LLC | 1.56% | 136,245 | $14.3M |
| 21 | Weil Company, Inc. | 1.31% | 55,528 | $5.8M |
| 22 | Elevation Capital Advisory, LLC | 1.08% | 24,144 | $2.5M |
| 23 | Per Stirling Capital Management, LLC. | 1.00% | 86,224 | $9.1M |
| 24 | Bluedoor Private Wealth, LLC | 0.95% | 19,575 | $2.1M |
| 25 | Unified Investment Management | 0.94% | 8,772 | $921K |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|