QGRO Institutional Ownership & Shareholders

AMERICAN CENTURY US QUALITY (QGRO) is currently held by 182 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.67B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.

Lpl Financial Llc is currently the largest disclosed institutional shareholder of QGRO tracked by InsiderSet, reporting ownership valued at approximately $255.21M in its June 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 $248.87M, representing an estimated loss of -2.48% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 59% of the total disclosed QGRO value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Larson Financial Group Llc, Great Valley Advisor Group, Inc., and several other long-term asset managers with concentrated positions in AMERICAN CENTURY US QUALITY (QGRO).

This page ranks the largest institutional QGRO 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

182

Total Reported Value

$1.67B

Largest Holder

Lpl Financial Llc

Largest Position

$255.21M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

40

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Lpl Financial Llc0.06%2,161,862$255,207,741$248,873,553-$6,334,188-2.48%
Larson Financial Group Llc3.57%1,146,521$135,346,821$131,987,498-$3,359,323-2.48%
Great Valley Advisor Group, Inc.1.94%1,038,201$122,559,511$119,517,699-$3,041,812-2.48%
Raymond James Financial Inc0.03%921,171$108,744,219$106,045,206-$2,699,013-2.48%
American Century Companies Inc0.04%788,535$93,086,557$90,776,149-$2,310,408-2.48%
Modern Wealth Management, Llc0.87%592,369$72,920,355$68,193,519-$4,726,836-6.48%
Envestnet Asset Management Inc0.01%515,194$60,818,610$59,309,133-$1,509,477-2.48%
Bank Of America Corp0.00%460,123$54,317,526$52,969,360-$1,348,166-2.48%
Next Level Private Llc8.67%384,263$45,047,207$44,236,357-$810,850-1.80%
Osaic Holdings, Inc.0.05%370,266$43,711,730$42,625,022-$1,086,708-2.49%
Procyon Advisors, Llc1.78%358,157$41,986,768$41,231,034-$755,734-1.80%
Sherrill & Hutchins Financial Advisory, Inc17.72%312,589$36,644,780$35,985,246-$659,534-1.80%
Pinnacle Financial Partners, Inc.0.25%310,201$36,619,284$35,710,339-$908,945-2.48%
Newedge Advisors, Llc0.11%300,483$35,471,943$34,591,603-$880,340-2.48%
Intrua Financial, Llc3.29%291,195$34,136,713$33,522,368-$614,345-1.80%
Commonwealth Equity Services, Llc0.03%216,100$25,333,346$24,877,432-$455,914-1.80%
Equitable Holdings, Inc.0.15%211,320$24,946,358$24,327,158-$619,200-2.48%
Pathway Financial Advisors Llc2.71%209,069$24,509,103$24,068,023-$441,080-1.80%
Wells Fargo & Company/Mn0.00%181,655$21,444,372$20,912,124-$532,248-2.48%
Two Sigma Investments, Lp0.01%164,700$19,442,835$18,960,264-$482,571-2.48%
Private Advisor Group, Llc0.08%152,551$18,008,621$17,561,671-$446,950-2.48%
Ubs Group Ag0.00%133,596$15,771,008$15,379,572-$391,436-2.48%
Iam Advisory, Llc3.05%132,680$15,662,889$15,274,122-$388,767-2.48%
Wilkerson Advisory Group Llc4.37%125,073$14,662,284$14,398,404-$263,880-1.80%
Wealthcare Advisory Partners Llc0.23%116,670$13,677,218$13,431,050-$246,168-1.80%
Stifel Financial Corp0.01%98,503$11,628,456$11,339,665-$288,791-2.48%
Mb, Levis & Associates, Llc3.96%92,073$10,793,719$10,599,444-$194,275-1.80%
Golden State Wealth Management, Llc0.96%89,891$10,537,998$10,348,252-$189,746-1.80%
Stratos Wealth Advisors, Llc0.57%88,355$10,430,354$10,171,428-$258,926-2.48%
Mfa Wealth Services5.99%86,034$10,085,729$9,904,234-$181,495-1.80%
Ruggaard & Associates Llc3.56%84,069$9,924,383$9,678,023-$246,360-2.48%
Networth Advisors, Llc5.49%80,045$9,449,355$9,214,780-$234,575-2.48%
Capital Investment Advisors, Llc0.12%80,030$9,381,947$9,213,054-$168,893-1.80%
Cetera Investment Advisers0.01%75,304$8,889,703$8,668,996-$220,707-2.48%
Ameritas Advisory Services, Llc0.16%66,618$7,864,300$7,669,064-$195,236-2.48%
Rockefeller Capital Management L.P.0.01%63,388$7,483,051$7,297,227-$185,824-2.48%
Janney Montgomery Scott Llc0.01%62,336$7,359,000$7,176,120-$182,880-2.49%
Clarity Asset Management, Inc.3.58%62,514$7,328,521$7,196,612-$131,909-1.80%
Arkadios Wealth Advisors0.11%61,656$7,278,551$7,097,839-$180,712-2.48%
Weil Company, Inc.1.24%61,233$7,178,293$7,049,143-$129,150-1.80%
Parcion Private Wealth Llc0.38%59,875$7,019,146$6,892,810-$126,336-1.80%
Royal Bank Of Canada0.00%56,564$6,677,000$6,511,648-$165,352-2.48%
Dakota Wealth Management0.13%56,680$6,484,206$6,525,002+$40,796+0.63%
Petros Family Wealth, Llc3.23%47,019$5,512,037$5,412,827-$99,210-1.80%
Flagship Harbor Advisors, Llc0.18%41,788$4,898,846$4,810,635-$88,211-1.80%
Trilogy Capital Inc.0.18%39,712$4,655,485$4,571,645-$83,840-1.80%
Key Financial Inc0.75%39,506$4,631,288$4,547,931-$83,357-1.80%
Win Advisors, Inc1.59%37,868$4,470,317$4,359,364-$110,953-2.48%
Ashton Thomas Private Wealth, Llc0.09%37,040$4,372,624$4,264,045-$108,579-2.48%
Kestra Private Wealth Services, Llc0.04%35,183$4,124,559$4,050,267-$74,292-1.80%
Showing 50 of 182

Frequently asked questions about QGRO

  • Who are the largest institutional holders of QGRO?

    The largest institutional holders of QGRO reported in the latest SEC Form 13F filings include Lpl Financial Llc, Larson Financial Group Llc, Great Valley Advisor Group, Inc., Raymond James Financial Inc, and American Century Companies Inc. InsiderSet ranks institutional holders by their latest reported QGRO position.

  • What is QGRO institutional ownership?

    This page tracks QGRO positions reported by institutional investment managers through SEC Form 13F. AMERICAN CENTURY US QUALITY (QGRO) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.

  • How many institutions own QGRO?

    InsiderSet currently tracks 182 institutional managers reporting QGRO 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 QGRO shareholders.

  • How much QGRO stock do institutions own?

    Institutional investment managers disclosed approximately $1.67B in QGRO holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.

  • When was QGRO institutional ownership last updated?

    The latest QGRO institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 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 QGRO 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 QGRO position after the reporting date.

  • Are institutions buying or selling QGRO?

    Institutional buying and selling can be analyzed by comparing QGRO positions across consecutive 13F reporting periods. InsiderSet's QGRO Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View QGRO ownership changes.

  • How has QGRO institutional ownership changed over time?

    InsiderSet tracks QGRO institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.