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Security record

GQGU

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025
10Tracked holders
+2Δ holders
1.85MShares held
$47.23MReported value
+3New positions
−1Exits
Strongly Rising 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +25.0% · share flow +30.0% · net new positions +20.0%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 10 +2 1.85M $47.23M +3 −1
Q1 2026 8 +4 1.23M $33.07M +5 −1
Q4 2025 4 753.70K $18.43M
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Raymond James Financial Inc 1.26M +56.2% $31.88M 0.0% ▲ Add 3 SEC ↗
2 Raymond James Financial Inc 1.26M +56.2% $31.88M 0.0% ▲ Add 3 SEC ↗
3 Wealth Enhancement Advisory… 404.10K +16.7% $10.50M 0.0% ▲ Add 3 SEC ↗
4 Bank Of Montreal /Can/ 54.25K +87.3% $1.38M 0.0% ▲ Add 2 SEC ↗
5 Bank Of Montreal /Can/ 54.25K +87.3% $1.38M 0.0% ▲ Add 2 SEC ↗
6 LPL Financial LLC 45.75K +504.2% $1.16M 0.0% ▲ Add 2 SEC ↗
7 Osaic Holdings, Inc. 27.08K New $687,756 0.0% New 1 SEC ↗
8 AQR Capital Management 20.20K 0.0% $513,080 0.0% Held 2 SEC ↗
9 Susquehanna International Group, Llp 16.18K New $411,074 0.0% New 1 SEC ↗
10 Royal Bank Of Canada 15.13K New $384,000 0.0% New 1 SEC ↗
11 Envestnet Asset Management Inc 12.41K +12.2% $315,239 0.0% ▲ Add 2 SEC ↗
12 Morgan Stanley 75 +7.1% $1,905 0.0% ▲ Add 2 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Osaic Holdings, Inc. $687,756 0.0%
Susquehanna International… $411,074 0.0%
Royal Bank Of Canada $384,000 0.0%

Exited

Jane Street Group, Llc $344,475 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 36 holders, 12.44M shares, $334.57M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q2 2026 · Methodology · Get this via the API