GQGU Institutional Ownership & Shareholders
GQG US EQUITY ETF (GQGU) is currently held by 39 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $427.50M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Tectonic Advisors Llc is currently the largest disclosed institutional shareholder of GQGU tracked by InsiderSet, reporting ownership valued at approximately $83.18M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $75.81M, representing an estimated loss of -8.86% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 91% of the total disclosed GQGU value among the investors covered in this analysis. Major shareholders include Tectonic Advisors Llc, Forvis Mazars Wealth Advisors, Llc, Benjamin Edwards Inc, and several other long-term asset managers with concentrated positions in GQG US EQUITY ETF (GQGU).
This page ranks the largest institutional GQGU shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
39
Total Reported Value
$427.50M
Largest Holder
Tectonic Advisors Llc
Largest Position
$83.18M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
46
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Tectonic Advisors Llc | 3.85% | 3,148,421 | $83,181,275 | $75,813,978 | -$7,367,297 | -8.86% | |
| Forvis Mazars Wealth Advisors, Llc | 0.97% | 2,225,635 | $58,801,277 | $53,593,291 | -$5,207,986 | -8.86% | |
| Benjamin Edwards Inc | 0.45% | 1,961,663 | $49,825,124 | $47,236,845 | -$2,588,279 | -5.19% | |
| Rwa Wealth Partners, Llc | 0.46% | 1,895,192 | $48,137,877 | $45,636,223 | -$2,501,654 | -5.20% | |
| Opal Wealth Advisors, Llc | 9.35% | 1,696,331 | $44,817,073 | $40,847,650 | -$3,969,423 | -8.86% | |
| Raymond James Financial Inc | 0.01% | 1,255,100 | $31,879,540 | $30,222,808 | -$1,656,732 | -5.20% | |
| Legacy Advisors, Llc | 2.53% | 1,003,727 | $26,518,467 | $24,169,746 | -$2,348,721 | -8.86% | |
| Cambridge Associates Llc | 0.32% | 875,949 | $22,249,105 | $21,092,852 | -$1,156,253 | -5.20% | |
| Jefferies Financial Group Inc. | 0.11% | 459,611 | $11,674,119 | $11,067,433 | -$606,686 | -5.20% | |
| Wealth Enhancement Advisory Services, Llc | 0.02% | 427,456 | $11,357,502 | $10,293,140 | -$1,064,362 | -9.37% | |
| Ledyard National Bank | 0.89% | 427,094 | $11,283,823 | $10,284,424 | -$999,399 | -8.86% | |
| Ifp Advisors, Inc | 0.06% | 131,978 | $3,486,859 | $3,178,030 | -$308,829 | -8.86% | |
| Mai Capital Management | 0.01% | 127,375 | $3,235,325 | $3,067,190 | -$168,135 | -5.20% | |
| Ncm Capital Management, Llc | 0.92% | 118,119 | $3,000,223 | $2,844,306 | -$155,917 | -5.20% | |
| Waverly Advisors, Llc | 0.02% | 108,647 | $2,759,634 | $2,616,220 | -$143,414 | -5.20% | |
| Stratos Wealth Partners, Ltd. | 0.02% | 83,173 | $2,112,594 | $2,002,806 | -$109,788 | -5.20% | |
| Essex Financial Services, Inc. | 0.10% | 77,190 | $1,960,617 | $1,858,735 | -$101,882 | -5.20% | |
| Bank Of Montreal | 0.00% | 54,253 | $1,378,026 | $1,306,412 | -$71,614 | -5.20% | |
| United Advisor Group, Llc | 0.13% | 49,098 | $1,247,089 | $1,182,280 | -$64,809 | -5.20% | |
| Lpl Financial Llc | 0.00% | 45,748 | $1,161,999 | $1,101,612 | -$60,387 | -5.20% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 45,354 | $1,151,992 | $1,092,124 | -$59,868 | -5.20% | |
| Tpg Advisors Llc | 0.46% | 32,740 | $864,983 | $788,379 | -$76,604 | -8.86% | |
| Pittenger & Anderson Inc | 0.03% | 29,300 | $788,463 | $705,544 | -$82,919 | -10.52% | |
| Osaic Holdings, Inc. | 0.00% | 27,077 | $687,756 | $652,014 | -$35,742 | -5.20% | |
| Aqr Capital Management Llc | 0.00% | 20,200 | $513,080 | $486,416 | -$26,664 | -5.20% | |
| Susquehanna International Group, Llp | 0.00% | 16,184 | $411,074 | $389,711 | -$21,363 | -5.20% | |
| Prostatis Group Llc | 0.09% | 15,960 | $405,384 | $384,317 | -$21,067 | -5.20% | |
| Royal Bank Of Canada | 0.00% | 15,130 | $384,000 | $364,330 | -$19,670 | -5.12% | |
| Sittner & Nelson, Llc | 0.12% | 14,478 | $367,742 | $348,630 | -$19,112 | -5.20% | |
| Envestnet Asset Management Inc | 0.00% | 12,411 | $315,239 | $298,857 | -$16,382 | -5.20% | |
| Cwc Advisors, Llc. | 0.14% | 11,646 | $307,687 | $280,436 | -$27,251 | -8.86% | |
| &Partners | 0.00% | 11,824 | $300,319 | $284,722 | -$15,597 | -5.19% | |
| Mutual Advisors, Llc | 0.00% | 10,296 | $261,518 | $247,928 | -$13,590 | -5.20% | |
| First Foundation Advisors | 0.01% | 9,584 | $243,434 | $230,783 | -$12,651 | -5.20% | |
| Iht Wealth Management, Llc | 0.00% | 8,086 | $205,384 | $194,711 | -$10,673 | -5.20% | |
| One8Zero8, Llc | 0.04% | 8,000 | $203,200 | $192,640 | -$10,560 | -5.20% | |
| Provenance Wealth Advisors, Llc | 0.00% | 582 | $15,376 | $14,015 | -$1,361 | -8.85% | |
| Aptus Capital Advisors, Llc | 0.00% | 300 | $7,620 | $7,224 | -$396 | -5.20% | |
| Morgan Stanley | 0.00% | 75 | $1,905 | $1,806 | -$99 | -5.20% |
Frequently asked questions about GQGU
Who are the largest institutional holders of GQGU?
The largest institutional holders of GQGU reported in the latest SEC Form 13F filings include Tectonic Advisors Llc, Forvis Mazars Wealth Advisors, Llc, Benjamin Edwards Inc, Rwa Wealth Partners, Llc, and Opal Wealth Advisors, Llc. InsiderSet ranks institutional holders by their latest reported GQGU position.
What is GQGU institutional ownership?
This page tracks GQGU positions reported by institutional investment managers through SEC Form 13F. GQG US EQUITY ETF (GQGU) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own GQGU?
InsiderSet currently tracks 39 institutional managers reporting GQGU holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of GQGU shareholders.
How much GQGU stock do institutions own?
Institutional investment managers disclosed approximately $427.50M in GQGU holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was GQGU institutional ownership last updated?
The latest GQGU institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional GQGU holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its GQGU position after the reporting date.
Are institutions buying or selling GQGU?
Institutional buying and selling can be analyzed by comparing GQGU positions across consecutive 13F reporting periods. InsiderSet's GQGU Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View GQGU ownership changes.
How has GQGU institutional ownership changed over time?
InsiderSet tracks GQGU institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.