33 tracked 13F filers disclose a position in GQGU as of the latest SEC 13F filings, a combined $310.2M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | TECTONIC ADVISORS LLC | $76.1M | 3.0M | ▲+3.0% Added · +86K sh | Q2 2026 | |
| 2 | BENJAMIN EDWARDS INC | $49.8M | 2.0M | ▲+1.7% Added · +34K sh | Q2 2026 | |
| 3 | RWA WEALTH PARTNERS, LLC | $44.6M | 1.7M | ▲New +1.7M sh | Q1 2026 | |
| 4 | Opal Wealth Advisors, LLC | $40.5M | 1.6M | ▲+4.4% Added · +67K sh | Q2 2026 | |
| 5 | Legacy Advisors, LLC | $24.3M | 959K | ▲~0% Added · +409 sh | Q2 2026 | |
| 6 | RAYMOND JAMES FINANCIAL INC | $21.6M | 804K | ▲+116% Added · +431K sh | Q1 2026 | |
| 7 | Forvis Mazars Wealth Advisors, LLC | $16.6M | 616K | ▲+504% Added · +514K sh | Q1 2026 | |
| 8 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $10.5M | 404K | ▲+17% Added · +58K sh | Q2 2026 | |
| 9 | Ledyard National Bank | $3.7M | 146K | ▲New +146K sh | Q2 2026 | |
| 10 | EVOKE WEALTH, LLC | $3.0M | 113K | ▲+0.9% Added · +1K sh | Q1 2026 | |
| 11 | IFP Advisors, Inc | $2.5M | 100K | ▲+17% Added · +14K sh | Q2 2026 | |
| 12 | Waverly Advisors, LLC | $2.6M | 95K | ▲+0.3% Added · +295 sh | Q1 2026 | |
| 13 | Essex Financial Services, Inc. | $2.0M | 74K | ▲+21% Added · +13K sh | Q1 2026 | |
| 14 | NCM Capital Management, LLC | $1.7M | 64K | ▲New +64K sh | Q1 2026 | |
| 15 | Weil Company, Inc. | $1.3M | 52K | ▲New +52K sh | Q2 2026 | |
| 16 | United Advisor Group, LLC | $1.2M | 49K | ▲+1.3% Added · +628 sh | Q2 2026 | |
| 17 | Well Done, LLC | $924K | 36K | —Held | Q2 2026 | |
| 18 | Jefferies Financial Group Inc. | $977K | 36K | ▲New +36K sh | Q1 2026 | |
| 19 | PITTENGER & ANDERSON INC | $788K | 29K | ▼−1.5% Reduced · −450 sh | Q1 2026 | |
| 20 | BANK OF MONTREAL /CAN/ | $780K | 29K | ▲New +29K sh | Q1 2026 | |
| 21 | TPG Advisors LLC | $698K | 27K | ▲+33% Added · +7K sh | Q2 2026 | |
| 22 | Stratos Wealth Partners, LTD. | $649K | 24K | ▲+174% Added · +15K sh | Q1 2026 | |
| 23 | AQR CAPITAL MANAGEMENT LLC | $544K | 20K | ▲New +20K sh | Q1 2026 | |
| 24 | Mutual Advisors, LLC | $538K | 20K | ▲New +20K sh | Q1 2026 | |
| 25 | Steward Partners Investment Advisory, LLC | $364K | 14K | ▲+75% Added · +6K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 6 funds opened a new position in GQGU and 9 added to an existing one, while 1 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 16 funds | $6.6B |
| APPLE INCAAPL | 16 funds | $5.1B |
| MICROSOFT CORPMSFT | 16 funds | $4.6B |
| ALPHABET INC-CL AGOOGL | 16 funds | $2.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 16 funds | $1.6B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 16 funds | $1.2B |
| INVESCO QQQ TRUST SERIES 1QQQ | 16 funds | $928.0M |
| JPMORGAN CHASE & COJPM | 16 funds | $870.1M |
| AMAZON.COM INCAMZN | 15 funds | $2.7B |
| BROADCOM INCAVGO | 15 funds | $2.4B |
| WALMART INCWMT | 15 funds | $1.5B |
| META PLATFORMS INC-CLASS AMETA | 15 funds | $1.4B |
Ranked by how many of GQGU's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| SAMTSTRATEGAS MACRO | 59 funds | $314.8M |
| GQGUthis pagemc | 33 funds | $310.2M |
| BASGFUND | 13 funds | $419.6M |
| SAGPSTRATEGAS GBL PO | 11 funds | $43.7M |
| BAFEFUND | 8 funds | $1.4B |
| RWLCRAYLIANT WILSHIR | 8 funds | $38.4M |
| RWEMRAYLIANT WILSHIR | 6 funds | $7.6M |
| SAMMSTRATEGAS MACRO | 5 funds | $18.6M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for GQGU
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/GQGU/capital-change-brief"
Use Arkolith's capital_change_brief for GQGU. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for GQGU. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.