GQG US EQUITY ETF (GQGU) Institutional Ownership Changes & 13F Activity
GQG US EQUITY ETF (GQGU). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Forvis Mazars Wealth Advisors, Llc, Raymond James Financial Inc, Jefferies Financial Group Inc., Rwa Wealth Partners, Llc, and Mai Capital Management.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Jefferies Financial Group Inc. | Buy | +423,310 | +1166.1% | 459,611 | $11.67M | Q2 2026 | Aug 17, 2026 |
| Raymond James Financial Inc | Buy | +451,362 | +56.2% | 1,255,100 | $31.88M | Q2 2026 | Aug 14, 2026 |
| Mai Capital Management | Buy | +127,375 | — | 127,375 | $3.24M | Q2 2026 | Aug 14, 2026 |
| Ncm Capital Management, Llc | Buy | +53,696 | +83.3% | 118,119 | $3.00M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +27,077 | — | 27,077 | $687.76K | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +16,184 | — | 16,184 | $411.07K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +15,130 | — | 15,130 | $384.00K | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, Llc | Buy | +13,363 | +14.0% | 108,647 | $2.76M | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, Llc | Sell | -9,688 | -48.5% | 10,296 | $261.52K | Q2 2026 | Aug 14, 2026 |
| First Foundation Advisors | Buy | +9,584 | — | 9,584 | $243.43K | Q2 2026 | Aug 14, 2026 |
| Prostatis Group Llc | Buy | +3,882 | +32.1% | 15,960 | $405.38K | Q2 2026 | Aug 14, 2026 |
| &Partners | Sell | -710 | -5.7% | 11,824 | $300.32K | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +31,830 | +235.4% | 45,354 | $1.15M | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +5 | +7.1% | 75 | $1.91K | Q2 2026 | Aug 13, 2026 |
| Bank Of Montreal | Buy | +25,283 | +87.3% | 54,253 | $1.38M | Q2 2026 | Aug 12, 2026 |
| Aptus Capital Advisors, Llc | Buy | +225 | +300.0% | 300 | $7.62K | Q2 2026 | Aug 12, 2026 |
| Stratos Wealth Partners, Ltd. | Buy | +59,040 | +244.6% | 83,173 | $2.11M | Q2 2026 | Aug 11, 2026 |
| Forvis Mazars Wealth Advisors, Llc | Buy | +859,832 | +139.6% | 1,475,970 | $37.49M | Q2 2026 | Aug 10, 2026 |
| Essex Financial Services, Inc. | Buy | +3,614 | +4.9% | 77,190 | $1.96M | Q2 2026 | Aug 10, 2026 |
| Rwa Wealth Partners, Llc | Buy | +236,516 | +14.3% | 1,895,192 | $48.14M | Q2 2026 | Aug 07, 2026 |
| Lpl Financial Llc | Buy | +38,176 | +504.2% | 45,748 | $1.16M | Q2 2026 | Aug 07, 2026 |
| Sittner & Nelson, Llc | Buy | +5,350 | +58.6% | 14,478 | $367.74K | Q2 2026 | Aug 07, 2026 |
| Weil Company, Inc. | Buy | +52,466 | — | 52,466 | $1.33M | Q2 2026 | Aug 05, 2026 |
| Envestnet Asset Management Inc | Buy | +1,346 | +12.2% | 12,411 | $315.24K | Q2 2026 | Aug 03, 2026 |
| Tpg Advisors Llc | Buy | +6,807 | +32.9% | 27,489 | $698.22K | Q2 2026 | Jul 29, 2026 |
| United Advisor Group, Llc | Buy | +628 | +1.3% | 49,098 | $1.25M | Q2 2026 | Jul 29, 2026 |
| Benjamin Edwards Inc | Buy | +33,587 | +1.7% | 1,961,663 | $49.83M | Q2 2026 | Jul 24, 2026 |
| Legacy Advisors, Llc | Buy | +409 | +0.0% | 958,503 | $24.35M | Q2 2026 | Jul 24, 2026 |
| Cwc Advisors, Llc. | Buy | +1,327 | +12.7% | 11,806 | $299.87K | Q2 2026 | Jul 21, 2026 |
| Opal Wealth Advisors, Llc | Buy | +67,145 | +4.4% | 1,594,863 | $40.51M | Q2 2026 | Jul 20, 2026 |
Frequently asked questions about GQGU activity
Which institutional owners are buying GQGU?
Institutional owners buying GQGU include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in GQGU activity?
"Buy" means an investor increased their reported position in GQGU compared to the prior reporting period. This reflects growing exposure to GQG US EQUITY ETF (GQGU) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in GQGU increasing?
Institutional interest in GQGU can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.