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Funds Holding QGRO

On this page, we present all of the funds holding QGRO from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding QGRO, with a link to that fund's top holdings. The next columns indicate the amount of QGRO stock held by each of the funds holding QGRO, followed by the QGRO position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 82 funds holding QGRO within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by LPL Financial LLC. For more details on the positions held by LPL Financial LLC (or by any of the other funds holding QGRO), click the fund name in the "Holder" column of the funds-holding-QGRO table below.

HolderAmountPosition Size
($ in 1000's)
 As of
LPL Financial LLC1,454,919$110,690 12/31/2023
     QGRO1,454,919$110,690 12/31/2023
Mainstay Capital Management LLC ADV1,443,108$109,792 12/31/2023
     QGRO1,443,108$109,792 12/31/2023
American Century Companies Inc.1,209,234$91,999 12/31/2023
     QGRO1,209,234$91,999 12/31/2023
Envestnet Asset Management Inc.712,129$54,179 12/31/2023
     QGRO712,129$54,179 12/31/2023
Great Valley Advisor Group Inc.708,112$53,873 12/31/2023
     QGRO708,112$53,873 12/31/2023
Procyon Private Wealth Partners LLC364,173$30,933 03/31/2024
     QGRO364,173$30,933 03/31/2024
Raymond James Financial Services Advisors Inc.256,256$21,766 03/31/2024
     QGRO256,256$21,766 03/31/2024
Synovus Financial Corp257,973$19,638 12/31/2023
     QGRO257,973$19,638 12/31/2023
IAM Advisory LLC153,596$13,046 03/31/2024
     QGRO153,596$13,046 03/31/2024
Win Advisors Inc.145,532$12,362 03/31/2024
     QGRO145,532$12,362 03/31/2024
Dakota Wealth Management143,635$12,200 03/31/2024
     QGRO143,635$12,200 03/31/2024
Private Advisor Group LLC156,379$11,897 12/31/2023
     QGRO156,379$11,897 12/31/2023
Bank of America Corp DE149,526$11,376 12/31/2023
     QGRO149,526$11,376 12/31/2023
Advisor Group Holdings Inc.140,876$10,718 12/31/2023
     QGRO140,876$10,718 12/31/2023
Ledge Wealth Management Inc.140,306$10,675 12/31/2023
     QGRO140,306$10,675 12/31/2023
Per Stirling Capital Management LLC.124,934$9,505 12/31/2023
     QGRO124,934$9,505 12/31/2023
Astoria Portfolio Advisors LLC.116,963$9,435 03/31/2024
     QGRO116,963$9,435 03/31/2024
Commonwealth Equity Services LLC105,929$8,998 03/31/2024
     QGRO105,929$8,998 03/31/2024
Stratos Wealth Partners LTD.103,202$8,766 03/31/2024
     QGRO103,202$8,766 03/31/2024
Equitable Holdings Inc.114,165$8,686 12/31/2023
     QGRO114,165$8,686 12/31/2023
Moneywise Inc.100,292$8,519 03/31/2024
     QGRO100,292$8,519 03/31/2024
Ruggaard & Associates LLC107,953$8,213 12/31/2023
     QGRO107,953$8,213 12/31/2023
Stratos Wealth Advisors LLC96,507$8,197 03/31/2024
     QGRO96,507$8,197 03/31/2024
Financial Advocates Investment Management105,426$7,976 12/31/2023
     QGRO105,426$7,976 12/31/2023
Cetera Advisor Networks LLC104,043$7,916 12/31/2023
     QGRO104,043$7,916 12/31/2023
Stifel Financial Corp95,066$7,233 12/31/2023
     QGRO95,066$7,233 12/31/2023
Cambridge Investment Research Advisors Inc.84,903$7,212 03/31/2024
     QGRO84,903$7,212 03/31/2024
Flagship Harbor Advisors LLC54,134$4,598 03/31/2024
     QGRO54,134$4,598 03/31/2024
PCG Wealth Advisors LLC52,855$4,490 03/31/2024
     QGRO52,855$4,490 03/31/2024
Raymond James & Associates52,294$4,442 03/31/2024
     QGRO52,294$4,442 03/31/2024
UBS Group AG58,167$4,425 12/31/2023
     QGRO58,167$4,425 12/31/2023
Cyndeo Wealth Partners LLC51,039$4,335 03/31/2024
     QGRO51,039$4,335 03/31/2024
Parcion Private Wealth LLC49,394$4,196 03/31/2024
     QGRO49,394$4,196 03/31/2024
Mercer Global Advisors Inc. ADV52,998$4,032 12/31/2023
     QGRO52,998$4,032 12/31/2023
Pathway Financial Advisors LLC44,433$3,774 03/31/2024
     QGRO44,433$3,774 03/31/2024
Captrust Financial Advisors48,189$3,666 12/31/2023
     QGRO48,189$3,666 12/31/2023
Royal Bank of Canada38,103$2,898 12/31/2023
     QGRO38,103$2,898 12/31/2023
Ameritas Advisory Services LLC34,484$2,796 12/31/2023
     QGRO34,484$2,796 12/31/2023
IHT Wealth Management LLC31,013$2,359 12/31/2023
     QGRO31,013$2,359 12/31/2023
MML Investors Services LLC28,149$2,142 12/31/2023
     QGRO28,149$2,142 12/31/2023
Janney Montgomery Scott LLC27,771$2,113 12/31/2023
     QGRO27,771$2,113 12/31/2023
Sigma Planning Corp24,529$1,866 12/31/2023
     QGRO24,529$1,866 12/31/2023
Capital Analysts LLC23,302$1,773 12/31/2023
     QGRO23,302$1,773 12/31/2023
Capital Investment Advisors LLC19,638$1,668 03/31/2024
     QGRO19,638$1,668 03/31/2024
Bedel Financial Consulting Inc.20,569$1,565 12/31/2023
     QGRO20,569$1,565 12/31/2023
Northwestern Mutual Wealth Management Co.19,638$1,494 12/31/2023
     QGRO19,638$1,494 12/31/2023
KWB Wealth16,863$1,432 03/31/2024
     QGRO16,863$1,432 03/31/2024
WCG Wealth Advisors LLC16,719$1,272 12/31/2023
     QGRO16,719$1,272 12/31/2023
BlueChip Wealth Advisors LLC15,927$1,212 12/31/2023
     QGRO15,927$1,212 12/31/2023
Wetzel Investment Advisors Inc.13,275$1,058 03/31/2024
     QGRO13,275$1,058 03/31/2024
Goldman Sachs Group Inc.13,753$1,046 12/31/2023
     QGRO13,753$1,046 12/31/2023
Fulcrum Equity Management11,820$1,004 03/31/2024
     QGRO11,820$1,004 03/31/2024
JPMorgan Chase & Co.12,480$949 12/31/2023
     QGRO12,480$949 12/31/2023
Susquehanna International Group LLP12,014$914 12/31/2023
     QGRO12,014$914 12/31/2023
Prevail Innovative Wealth Advisors LLC10,157$773 12/31/2023
     QGRO10,157$773 12/31/2023
Lincoln National Corp9,823$747 12/31/2023
     QGRO9,823$747 12/31/2023
Warren Averett Asset Management LLC7,506$571 12/31/2023
     QGRO7,506$571 12/31/2023
Geneos Wealth Management Inc.6,037$459 12/31/2023
     QGRO6,037$459 12/31/2023
Redwood Financial Network Corp5,472$416 12/31/2023
     QGRO5,472$416 12/31/2023
Aurora Private Wealth Inc.4,900$415 03/31/2024
     QGRO4,900$415 03/31/2024
Avantax Advisory Services Inc.4,867$370 12/31/2023
     QGRO4,867$370 12/31/2023
Prosperity Financial Group Inc.4,779$364 12/31/2023
     QGRO4,779$364 12/31/2023
Global Retirement Partners LLC4,092$348 03/31/2024
     QGRO4,092$348 03/31/2024
Private Trust Co. NA4,051$344 03/31/2024
     QGRO4,051$344 03/31/2024
Integrated Wealth Concepts LLC4,134$314 12/31/2023
     QGRO4,134$314 12/31/2023
Advisors Capital Management LLC3,475$264 12/31/2023
     QGRO3,475$264 12/31/2023
Snowden Capital Advisors LLC3,258$248 12/31/2023
     QGRO3,258$248 12/31/2023
NewEdge Wealth LLC3,230$246 12/31/2023
     QGRO3,230$246 12/31/2023
Strategic Equity Management2,596$221 03/31/2024
     QGRO2,596$221 03/31/2024
Principal Securities Inc.2,585$197 12/31/2023
     QGRO2,585$197 12/31/2023
Oakworth Capital Inc.1,635$139 03/31/2024
     QGRO1,635$139 03/31/2024
IFP Advisors Inc1,542$117 12/31/2023
     QGRO1,542$117 12/31/2023
GHP Investment Advisors Inc.1,331$113 03/31/2024
     QGRO1,331$113 03/31/2024
Morgan Stanley400$30 12/31/2023
     QGRO400$30 12/31/2023
Key Financial Inc375$29 12/31/2023
     QGRO375$29 12/31/2023
FMR LLC301$23 12/31/2023
     QGRO301$23 12/31/2023
Wells Fargo & Company MN181$14 12/31/2023
     QGRO181$14 12/31/2023
PSI Advisors LLC100$9 03/31/2024
     QGRO100$9 03/31/2024
GPS Wealth Strategies Group LLC100$8 12/31/2023
     QGRO100$8 12/31/2023
Proequities Inc.92$7 12/31/2023
     QGRO92$7 12/31/2023
ICA Group Wealth Management LLC10$1 12/31/2023
     QGRO10$1 12/31/2023
Tidemark LLC18$1 12/31/2023
     QGRO18$1 12/31/2023
DHJJ Financial Advisors Ltd.3$0 03/31/2024
     QGRO3$0 03/31/2024

See Summary: Institutional Holders of QGRO
See Details: Top 10 Hedge Funds Holding QGRO
Also See: QGRO Holdings Changes

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