Institutional Holders (2026 Q2)
148 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in QGRW. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Quattro Advisors LLC | 15.96% | 363,175 | $24.0M |
| 2 | Columbia Advisory Partners LLC | 15.90% | 436,638 | $28.8M |
| 3 | Trust Point Inc. | 13.89% | 2,477,989 | $163.6M |
| 4 | Retirement Planning Group, LLC | 7.62% | 4,540,625 | $299.8M |
| 5 | Vericrest Private Wealth | 7.50% | 127,611 | $8.4M |
| 6 | GLR Partners, LLC | 6.32% | 205,596 | $13.6M |
| 7 | Etesian Wealth Advisors, Inc. | 5.81% | 297,728 | $19.7M |
| 8 | tru Independence LLC | 5.66% | 196,015 | $12.9M |
| 9 | Oxinas Partners, LLC | 4.96% | 190,503 | $12.6M |
| 10 | Resolute Capital, LLC | 4.83% | 211,825 | $14.0M |
| 11 | RVW Wealth, LLC | 4.67% | 1,073,242 | $70.9M |
| 12 | Flynn Zito Capital Management, LLC | 4.61% | 257,034 | $17.0M |
| 13 | Prestige Wealth Management Group LLC | 4.32% | 360,786 | $23.8M |
| 14 | Ritter Daniher Financial Advisory LLC / DE | 3.47% | 345,390 | $22.8M |
| 15 | Legacy Financial Advisors, Inc. | 2.71% | 336,730 | $22.2M |
| 16 | Centurion Wealth Management LLC | 2.55% | 161,509 | $10.7M |
| 17 | TopTier Wealth Management, LLC | 1.72% | 43,171 | $2.9M |
| 18 | Bravias Capital Group, LLC | 1.19% | 30,262 | $2.0M |
| 19 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1.12% | 1,160,231 | $76.6M |
| 20 | Comprehensive Financial Consultants Institutional, Inc. | 0.89% | 50,902 | $3.4M |
| 21 | Herold Advisors, Inc. | 0.88% | 67,404 | $4.5M |
| 22 | Bluespring Wealth Management, LLC | 0.88% | 692,580 | $45.7M |
| 23 | Sound Income Strategies, LLC | 0.70% | 237,599 | $15.7M |
| 24 | United Advisor Group, LLC | 0.67% | 95,524 | $6.3M |
| 25 | KPP Advisory Services LLC | 0.66% | 79,191 | $5.2M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|