GQG PART EMERG MKTS EQ-INST (GQGIX) Institutional Ownership Changes & 13F Activity
GQG PART EMERG MKTS EQ-INST (GQGIX). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Fulton Bank, N.A., Hemenway Trust Co Llc, Broderick Brian C, Somerville Kurt F, and Dempze Nancy E.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Garton & Associates Financial Advisors Llc | Buy | +85 | — | 85 | $1.52K | Q4 2025 | Feb 18, 2026 |
| Broderick Brian C | Buy | +397,485 | — | 397,485 | $7.08M | Q4 2025 | Feb 17, 2026 |
| Somerville Kurt F | Buy | +221,355 | — | 221,355 | $3.94M | Q4 2025 | Feb 17, 2026 |
| Dempze Nancy E | Buy | +122,624 | — | 122,624 | $2.18M | Q4 2025 | Feb 17, 2026 |
| Elefante Mark B | Buy | +25,690 | — | 25,690 | $457.28K | Q4 2025 | Feb 17, 2026 |
| Williams Jones Wealth Management, Llc. | Buy | +13,264 | — | 13,264 | $236.10K | Q4 2025 | Feb 13, 2026 |
| Hemenway Trust Co Llc | Buy | +1,060,369 | — | 1,060,369 | $18.87M | Q4 2025 | Feb 03, 2026 |
| Westside Investment Management, Inc. | Buy | +4,054 | — | 4,054 | $72.62K | Q4 2025 | Jan 23, 2026 |
| Fulton Bank, N.A. | Buy | +2,431,116 | — | 2,431,116 | $43.27M | Q4 2025 | Jan 08, 2026 |
Frequently asked questions about GQGIX activity
Which institutional owners are buying GQGIX?
Institutional owners buying GQGIX 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 GQGIX activity?
"Buy" means an investor increased their reported position in GQGIX compared to the prior reporting period. This reflects growing exposure to GQG PART EMERG MKTS EQ-INST (GQGIX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in GQGIX increasing?
Institutional interest in GQGIX 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.