Institutional Holders (2026 Q2)
182 + 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 | 17.25% | 305,614 | $36.1M |
| 2 | Next Level Private LLC | 8.56% | 370,112 | $43.7M |
| 3 | MFA Wealth Services | 6.01% | 85,282 | $10.1M |
| 4 | Networth Advisors, LLC | 5.49% | 80,045 | $9.4M |
| 5 | Wilkerson Advisory Group LLC | 4.22% | 116,467 | $13.7M |
| 6 | Mb, Levis & Associates, LLC | 3.90% | 89,650 | $10.6M |
| 7 | Clarity Asset Management, Inc. | 3.58% | 61,799 | $7.3M |
| 8 | Ruggaard & Associates LLC | 3.56% | 84,069 | $9.9M |
| 9 | Larson Financial Group LLC | 3.55% | 1,146,521 | $135.3M |
| 10 | Intrua Financial, LLC | 3.43% | 316,840 | $37.4M |
| 11 | Petros Family Wealth, LLC | 3.35% | 46,461 | $5.5M |
| 12 | IAM Advisory, LLC | 3.05% | 132,680 | $15.7M |
| 13 | Flaharty Asset Management, LLC | 2.37% | 14,154 | $1.7M |
| 14 | Lane Brothers & Co Inc | 2.00% | 25,949 | $3.1M |
| 15 | Great Valley Advisor Group, INC. | 1.94% | 1,038,201 | $122.6M |
| 16 | Procyon Advisors, LLC | 1.85% | 362,355 | $42.8M |
| 17 | Win Advisors, Inc | 1.59% | 37,868 | $4.5M |
| 18 | Pathway Financial Advisors LLC | 1.59% | 117,502 | $13.7M |
| 19 | Weil Company, Inc. | 1.22% | 58,727 | $6.9M |
| 20 | Golden State Wealth Management, LLC | 1.09% | 101,086 | $11.9M |
| 21 | Hilton Head Capital Partners, LLC | 0.97% | 16,318 | $1.9M |
| 22 | Unified Investment Management | 0.95% | 8,772 | $1.0M |
| 23 | Bluedoor Private Wealth, LLC | 0.95% | 19,121 | $2.3M |
| 24 | Security National Bank of Sioux City Iowa /Ia/ | 0.94% | 19,426 | $2.3M |
| 25 | Fourth Dimension Wealth, LLC | 0.89% | 23,732 | $2.8M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|