This stock 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/QGRW/capital-change-brief"
Use Arkolith's capital_change_brief for QGRW. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Retirement Planning Group, LLC | $231.4M | 4.3M | ▲+2.8% Added · +117K sh | Q1 2026 | |
| 2 | HighTower Advisors, LLC | $189.6M | 3.5M | ▲+2.1% Added · +75K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $184.4M | 3.5M | ▲+22% Added · +634K sh | Q1 2026 | |
| 4 | MORGAN STANLEY | $151.9M | 2.8M | ▲+21% Added · +499K sh | Q1 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $109.0M | 2.0M | ▲+30% Added · +465K sh | Q1 2026 | |
| 6 | Private Advisor Group, LLC | $69.6M | 1.3M | ▲+13% Added · +149K sh | Q1 2026 | |
| 7 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma | $76.6M | 1.2M | ▲+14% Added · +139K sh | Q2 2026 | |
| 8 | RVW Wealth, LLC | $70.9M | 1.1M | ▲+0.7% Added · +8K sh | Q2 2026 | |
| 9 | RAYMOND JAMES FINANCIAL INC | $42.3M | 792K | ▲+420% Added · +640K sh | Q1 2026 | |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $28.7M | 537K | ▲+290% Added · +399K sh | Q1 2026 | |
| 11 | UBS Group AG | $28.2M | 527K | ▲+200% Added · +352K sh | Q1 2026 | |
| 12 | Rockefeller Capital Management L.P. | $27.0M | 506K | ▲+409% Added · +407K sh | Q1 2026 | |
| 13 | Cetera Investment Advisers | $20.9M | 391K | ▲+5.2% Added · +19K sh | Q1 2026 | |
| 14 | OSAIC HOLDINGS, INC. | $19.0M | 356K | ▼−4.8% Reduced · −18K sh | Q1 2026 | |
| 15 | Ritter Daniher Financial Advisory LLC / DE | $22.8M | 345K | ▲+2.8% Added · +9K sh | Q2 2026 | |
| 16 | Kestra Advisory Services, LLC | $17.8M | 334K | ▲+30% Added · +77K sh | Q1 2026 | |
| 17 | Smartleaf Asset Management LLC | $14.2M | 277K | ▲+5.9% Added · +15K sh | Q1 2026 | |
| 18 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $14.8M | 276K | ▼−2.5% Reduced · −7K sh | Q1 2026 | |
| 19 | Quattro Advisors LLC | $14.1M | 265K | ▲+4.5% Added · +11K sh | Q1 2026 | |
| 20 | CWM, LLC | $11.1M | 207K | ▲+43% Added · +63K sh | Q1 2026 | |
| 21 | Sound Income Strategies, LLC | $11.0M | 203K | ▲+21% Added · +36K sh | Q1 2026 | |
| 22 | Atria Investments, Inc | $10.3M | 193K | ▼−1.5% Reduced · −3K sh | Q1 2026 | |
| 23 | Oxinas Partners, LLC | $12.6M | 191K | ▲+2.6% Added · +5K sh | Q2 2026 | |
| 24 | US BANCORP \DE\ | $9.7M | 182K | ▲New +182K sh | Q1 2026 | |
| 25 | Centurion Wealth Management LLC | $10.7M | 162K | ▲+44% Added · +49K sh | 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.
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 50 funds | $16.5B |
| ISHARES CORE S&P 500 ETFIVV | 50 funds | $12.9B |
| MICROSOFT CORPMSFT | 50 funds | $11.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 50 funds | $7.8B |
| BROADCOM INCAVGO | 50 funds | $6.2B |
| JPMORGAN CHASE & COJPM | 50 funds | $5.6B |
| META PLATFORMS INC-CLASS AMETA | 50 funds | $5.6B |
| ALPHABET INC-CL CGOOG | 50 funds | $5.3B |
| ISHARES CORE MSCI EMERGINGIEMG | 50 funds | $3.5B |
| VANGUARD VALUE ETFVTV | 50 funds | $3.4B |
| TESLA INCTSLA | 50 funds | $3.2B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 50 funds | $3.1B |
Ranked by how many of QGRW'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 + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for QGRW. 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.