Among active 13F managers last quarter, 3 opened and 14 added, while 2 reduced; the largest holder to move was Tectonic Advisors LLC (+3.0%).
39 tracked 13F filers disclose a position in GQGU as of the latest SEC 13F filings, a combined $351.5M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Tectonic Advisors LLC | 3.0M | $76.1M | ▲+3.0% Added · +86K sh | Q2 2026 | |
| 2 | Benjamin Edwards Inc | 2.0M | $49.8M | ▲+1.7% Added · +34K sh | Q2 2026 | |
| 3 | Rwa Wealth Partners, LLC | 1.9M | $48.1M | ▲+14% Added · +237K sh | Q2 2026 | |
| 4 | Opal Wealth Advisors, LLC | 1.6M | $40.5M | ▲+4.4% Added · +67K sh | Q2 2026 | |
| 5 | Forvis Mazars Wealth Advisors, LLC | 1.5M | $37.5M | ▲+140% Added · +860K sh | Q2 2026 | |
| 6 | Legacy Advisors, LLC | 959K | $24.3M | ▲~0% Added · +409 sh | Q2 2026 | |
| 7 | Raymond James Financial Inc | 804K | $21.6M | ▲+116% Added · +431K sh | Q1 2026 | |
| 8 | Jefferies Financial Group Inc. | 460K | $11.7M | ▲13× Added · +423K sh | Q2 2026 | |
| 9 | Wealth Enhancement Advisory Services, LLC | 404K | $10.5M | ▲+17% Added · +58K sh | Q2 2026 | |
| 10 | Ledyard National Bank | 146K | $3.7M | ▲New +146K sh | Q2 2026 | |
| 11 | MAI Capital Management | 127K | $3.2M | ▲New +127K sh | Q2 2026 | |
| 12 | NCM Capital Management, LLC | 118K | $3.0M | ▲+83% Added · +54K sh | Q2 2026 | |
| 13 | Waverly Advisors, LLC | 109K | $2.8M | ▲+14% Added · +13K sh | Q2 2026 | |
| 14 | IFP Advisors, Inc | 100K | $2.5M | ▲+17% Added · +14K sh | Q2 2026 | |
| 15 | Stratos Wealth Partners, LTD. | 83K | $2.1M | ▲+245% Added · +59K sh | Q2 2026 | |
| 16 | Essex Financial Services, Inc. | 77K | $2.0M | ▲+4.9% Added · +4K sh | Q2 2026 | |
| 17 | Weil Company, Inc. | 52K | $1.3M | ▲New +52K sh | Q2 2026 | |
| 18 | United Advisor Group, LLC | 49K | $1.2M | ▲+1.3% Added · +628 sh | Q2 2026 | |
| 19 | Steward Partners Investment Advisory, LLC | 45K | $1.2M | ▲+235% Added · +32K sh | Q2 2026 | |
| 20 | Langley Wealth Management, LLC | 43K | $1.1M | ▲New +43K sh | Q2 2026 | |
| 21 | Well Done, LLC | 36K | $924K | —Held | Q2 2026 | |
| 22 | Pittenger & Anderson Inc | 29K | $788K | ▼−1.5% Reduced · −450 sh | Q1 2026 | |
| 23 | Bank Of Montreal | 29K | $780K | ▲New +29K sh | Q1 2026 | |
| 24 | TPG Advisors LLC | 27K | $698K | ▲+33% Added · +7K sh | Q2 2026 | |
| 25 | AQR Capital Management LLC | 20K | $544K | ▲New +20K 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, 3 funds opened a new position in GQGU and 14 added to an existing one, while 2 reduced. 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 | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 21 funds | $6.8B |
| Apple IncAAPL | 21 funds | $5.6B |
| Microsoft CorpMSFT | 21 funds | $5.1B |
| Alphabet Inc-CL AGOOGL | 21 funds | $2.3B |
| SS SPDR S&P 500 ETF Trust-USSPY | 21 funds | $2.2B |
| JPMorgan Chase & CoJPM | 21 funds | $1.0B |
| Amazon.com IncAMZN | 20 funds | $2.9B |
| Broadcom IncAVGO | 20 funds | $2.4B |
| Meta Platforms Inc-Class AMETA | 20 funds | $1.5B |
| Walmart IncWMT | 20 funds | $1.5B |
| Berkshire Hathaway Inc-CL BBRK/B | 20 funds | $1.3B |
| Invesco QQQ Trust Series 1QQQ | 20 funds | $1.0B |
Ranked by how many of GQGU's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in GQGU.
| Class | 13F holders | Value held |
|---|---|---|
| SAMTUIE | 73 funds | $450.5M |
| GQGUthis pagemc | 39 funds | $351.5M |
| BASGFUND | 15 funds | $422.6M |
| BAFEFUND | 12 funds | $1.4B |
| SAGPSTRATEGAS GBL PO | 11 funds | $43.7M |
| RWLCRAYLIANT WILSHIR | 9 funds | $38.7M |
| RWEMRAYLIANT WILSHIR | 8 funds | $8.0M |
| SAMMSTRATEGAS MACRO | 6 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.