Among active 13F managers last quarter, 2 opened and 5 added, while 4 reduced; the largest holder to move was Global Retirement Partners, LLC (+2.6%).
38 tracked 13F filers disclose a position in GQI as of the latest SEC 13F filings, a combined $107.6M 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 | LPL Financial LLC | 483K | $26.5M | ▲+20% Added · +80K sh | Q1 2026 | |
| 2 | Legacy Financial Advisors, Inc. | 214K | $12.7M | ▲+2.0% Added · +4K sh | Q2 2026 | |
| 3 | Davenport & Co LLC | 189K | $11.2M | ▲+26% Added · +39K sh | Q2 2026 | |
| 4 | Wealth Enhancement Advisory Services, LLC | 152K | $9.0M | ▼−3.0% Reduced · −5K sh | Q2 2026 | |
| 5 | Dakota Wealth Management | 123K | $7.3M | ▲+2.3% Added · +3K sh | Q2 2026 | |
| 6 | Three Magnolias Financial Advisors, LLC | 122K | $7.2M | ▲+30% Added · +28K sh | Q2 2026 | |
| 7 | Commonwealth Equity Services, LLC | 102K | $5.6M | ▲+4.5% Added · +4K sh | Q1 2026 | |
| 8 | Steward Partners Investment Advisory, LLC | 76K | $4.5M | ▲+2.2% Added · +2K sh | Q2 2026 | |
| 9 | Royal Bank Of Canada | 68K | $3.7M | ▲+31% Added · +16K sh | Q1 2026 | |
| 10 | Osaic Holdings, Inc. | 45K | $2.5M | ▲+4.7% Added · +2K sh | Q1 2026 | |
| 11 | U.S. Capital Wealth Advisors, LLC | 40K | $2.2M | ▼−12% Reduced · −5K sh | Q1 2026 | |
| 12 | Apollon Wealth Management, LLC | 37K | $2.0M | ▼−3.2% Reduced · −1K sh | Q1 2026 | |
| 13 | Global Retirement Partners, LLC | 34K | $2.0M | ▲+2.6% Added · +871 sh | Q2 2026 | |
| 14 | PlanVest Financial, Inc | 25K | $1.5M | ▲+5.7% Added · +1K sh | Q2 2026 | |
| 15 | Sanctuary Advisors, LLC | 23K | $1.4M | ▲New +23K sh | Q2 2026 | |
| 16 | Equitable Holdings, Inc. | 18K | $1.1M | ▲+13% Added · +2K sh | Q2 2026 | |
| 17 | Flagship Harbor Advisors, LLC | 17K | $1.0M | ▼−5.7% Reduced · −1K sh | Q2 2026 | |
| 18 | COFG Advisors, LLC | 16K | $976K | ▲+28% Added · +4K sh | Q2 2026 | |
| 19 | Old Mission Capital LLC | 12K | $669K | ▼−16% Reduced · −2K sh | Q1 2026 | |
| 20 | HighTower Advisors, LLC | 11K | $611K | ▼−10% Reduced · −1K sh | Q1 2026 | |
| 21 | Waterloo Capital, L.P. | 10K | $573K | —Held | Q2 2026 | |
| 22 | Nations Financial Group Inc, /Ia | 9K | $530K | ▲New +9K sh | Q2 2026 | |
| 23 | Envision Financial LLC | 9K | $520K | ▼−1.1% Reduced · −100 sh | Q2 2026 | |
| 24 | GoalVest Advisory LLC | 5K | $323K | —Held | Q2 2026 | |
| 25 | Gentry Private Wealth, LLC | 5K | $323K | —Held | Q2 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, 2 funds opened a new position in GQI and 5 added to an existing one, while 4 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 |
|---|---|---|
| Ishares Core S&P 500 ETFIVV | 13 funds | $1.3B |
| Vanguard S&P 500 ETFVOO | 13 funds | $1.0B |
| Apple IncAAPL | 12 funds | $1.1B |
| Nvidia CorpNVDA | 12 funds | $972.3M |
| SS SPDR S&P 500 ETF Trust-USSPY | 12 funds | $889.6M |
| Invesco QQQ Trust Series 1QQQ | 12 funds | $877.5M |
| Vanguard Ftse Developed ETFVEA | 12 funds | $378.6M |
| Vanguard Total Stock MKT ETFVTI | 12 funds | $351.5M |
| Ishares Core Msci Eafe ETFIEFA | 12 funds | $331.9M |
| Tesla IncTSLA | 12 funds | $269.7M |
| Invesco S&P 500 Equal WeightRSP | 12 funds | $264.7M |
| Ishares Core S&P Midcap ETFIJH | 12 funds | $261.7M |
Ranked by how many of GQI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in GQI.
| Class | 13F holders | Value held |
|---|---|---|
| GQIthis pageMF Closed and MF Open | 38 funds | $107.6M |
| LSTBLOOMIS SAYLES TO | 2 funds | $52.8M |
| LSCPLOOMIS SAYLES DY | 2 funds | $51.3M |
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 GQI
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/GQI/capital-change-brief"
Use Arkolith's capital_change_brief for GQI. 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 GQI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.