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/QGRO/capital-change-brief"
Use Arkolith's capital_change_brief for QGRO. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | $269.6M | 2.6M | ▲+7.5% Added · +178K sh | Q1 2026 | |
| 2 | GREAT VALLEY ADVISOR GROUP, INC. | $115.5M | 1.1M | ▲+6.2% Added · +64K sh | Q1 2026 | |
| 3 | RAYMOND JAMES FINANCIAL INC | $108.4M | 1.0M | ▲+9.7% Added · +91K sh | Q1 2026 | |
| 4 | Larson Financial Group LLC | $99.4M | 946K | ▲+22% Added · +172K sh | Q1 2026 | |
| 5 | AMERICAN CENTURY COMPANIES INC | $90.9M | 866K | ▼−12% Reduced · −122K sh | Q1 2026 | |
| 6 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $87.6M | 834K | ▲+6.2% Added · +49K sh | Q1 2026 | |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $52.3M | 498K | ▼−3.2% Reduced · −17K sh | Q1 2026 | |
| 8 | BANK OF AMERICA CORP /DE/ | $46.6M | 443K | ▼−20% Reduced · −112K sh | Q1 2026 | |
| 9 | Next Level Private LLC | $43.7M | 370K | ▲+4.6% Added · +16K sh | Q2 2026 | |
| 10 | OSAIC HOLDINGS, INC. | $38.7M | 368K | ▲+2.4% Added · +9K sh | Q1 2026 | |
| 11 | Procyon Advisors, LLC | $42.8M | 362K | ▲+5.7% Added · +19K sh | Q2 2026 | |
| 12 | NewEdge Advisors, LLC | $30.8M | 293K | ▲+43% Added · +89K sh | Q1 2026 | |
| 13 | Pinnacle Financial Partners, Inc. | $30.5M | 290K | ▲+5.8% Added · +16K sh | Q1 2026 | |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $27.9M | 265K | ▼−0.3% Reduced · −739 sh | Q1 2026 | |
| 15 | Private Advisor Group, LLC | $18.9M | 180K | ▼−14% Reduced · −30K sh | Q1 2026 | |
| 16 | WELLS FARGO & COMPANY/MN | $18.8M | 179K | ▼−16% Reduced · −34K sh | Q1 2026 | |
| 17 | Equitable Holdings, Inc. | $18.8M | 165K | ▲+7.2% Added · +11K sh | Q1 2026 | |
| 18 | TWO SIGMA INVESTMENTS, LP | $17.1M | 163K | ▲+39% Added · +46K sh | Q1 2026 | |
| 19 | Anderson Financial Strategies, LLC | $17.7M | 157K | ▲+9.6% Added · +14K sh | Q1 2026 | |
| 20 | IAM Advisory, LLC | $15.7M | 133K | ▼−1.4% Reduced · −2K sh | Q2 2026 | |
| 21 | UBS Group AG | $13.6M | 130K | ▼−22% Reduced · −38K sh | Q1 2026 | |
| 22 | Pathway Financial Advisors LLC | $13.7M | 118K | ▼−1.4% Reduced · −2K sh | Q2 2026 | |
| 23 | Arkadios Wealth Advisors | $11.1M | 106K | ▲+114% Added · +57K sh | Q1 2026 | |
| 24 | STIFEL FINANCIAL CORP | $9.6M | 91K | ▼−5.6% Reduced · −5K sh | Q1 2026 | |
| 25 | Stratos Wealth Partners, LTD. | $9.3M | 89K | ▲+14% Added · +11K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 53 funds | $16.4B |
| NVIDIA CORPNVDA | 53 funds | $16.2B |
| MICROSOFT CORPMSFT | 53 funds | $11.9B |
| AMAZON.COM INCAMZN | 53 funds | $9.4B |
| ALPHABET INC-CL AGOOGL | 53 funds | $8.9B |
| BROADCOM INCAVGO | 53 funds | $6.6B |
| JPMORGAN CHASE & COJPM | 53 funds | $6.2B |
| META PLATFORMS INC-CLASS AMETA | 53 funds | $5.9B |
| ALPHABET INC-CL CGOOG | 53 funds | $4.7B |
| INVESCO QQQ TRUST SERIES 1QQQ | 53 funds | $4.6B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 53 funds | $3.9B |
| JOHNSON & JOHNSONJNJ | 53 funds | $3.3B |
Ranked by how many of QGRO's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for QGRO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.