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GMO U.S. Quality ETF (QLTY) Institutional Ownership

GMO U.S. Quality ETF logo
$40.42 +0.15 (+0.37%)
As of 05/8/2026 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for GMO U.S. Quality ETF (NYSEARCA:QLTY)

Current
Institutional Ownership
Percentage
85.37%
Number of
Institutional Buyers
(last 12 months)
16
Total
Institutional Inflows
(last 12 months)
$224.32M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$4.35M
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QLTY Institutional Buying and Selling by Quarter

GMO U.S. Quality ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/8/2026 Madison Asset Management LLC185,944$6.73M0.1%+1.3%0.179%
5/7/2026 Parallel Advisors LLC28,819$1.04M0.0%+7.6%0.028%
5/5/2026 Harel Insurance Investments & Financial Services Ltd.10,000$362K0.0%-4.8%0.010%
5/5/2026 SouthState Bank Corp98,232$3.55M0.2%-7.0%0.095%
5/4/2026 Procyon Advisors LLC12,167$440K0.0%-86.2%0.012%
4/30/2026 Kestra Advisory Services LLC14,908$539K0.0%+77.5%0.014%
4/29/2026 Nicholas Hoffman & Company LLC.32,310$1.17M0.0%N/A0.031%
4/27/2026 HB Wealth Management LLC5,905,175$213.64M1.4%+1,078.9%5.700%
4/27/2026 Kelman Lazarov Inc.380,573$13.77M2.0%+4.0%0.367%
4/23/2026 Vicus Capital139,323$5.04M0.4%+436.9%0.136%
4/22/2026 Princeton Global Asset Management LLC86,849$3.14M0.5%-6.9%0.085%
4/22/2026 Lam Group Inc.21,440$776K0.4%-6.5%0.021%
4/22/2026 Janney Montgomery Scott LLC58,503$2.12M0.0%-18.4%0.058%
4/21/2026 Colony Family Offices LLC487,099$17.65M4.4%+7.9%0.480%
4/21/2026 Triangle Securities Wealth Management121,885$4.41M1.0%+3.5%0.120%
4/21/2026 KFG Wealth Management LLC10,265$371K0.0%-10.3%0.010%
4/20/2026 Breakwater Capital Group24,449$885K0.1%+89.8%0.024%
4/20/2026 Apella Capital LLC171,105$6.80M0.1%N/A0.169%
4/18/2026 CENTRAL TRUST Co820,980$29.70M0.6%+35.7%0.809%
4/18/2026 Stonehearth Capital Management LLC440,926$15.95M6.3%+4.8%0.434%
4/16/2026 Allegheny Financial Group400,548$14.49M2.0%+64.0%0.395%
4/16/2026 Sprinkle Financial Consultants LLC87,268$3.16M1.5%+10.5%0.086%
4/16/2026 Diversified Trust Co193,111$6.99M0.1%-6.9%0.191%
4/15/2026 Aspen Investment Management Inc27,800$1.01M0.3%+4.6%0.028%


QLTY Institutional Ownership - Frequently Asked Questions

During the previous two years, 24 institutional investors and hedge funds held shares of GMO U.S. Quality ETF. The most heavily invested institutionals were HB Wealth Management LLC ($213.64M), CENTRAL TRUST Co ($29.70M), Colony Family Offices LLC ($17.65M), Stonehearth Capital Management LLC ($15.95M), Allegheny Financial Group ($14.49M), Kelman Lazarov Inc. ($13.77M), and Diversified Trust Co ($6.99M).Learn more on GMO U.S. Quality ETF's institutional investors.

85.37% of GMO U.S. Quality ETF's stock is owned by institutional investors. Learn more on QLTY's institutional investor holdings.

Of the 16 institutional investors that purchased GMO U.S. Quality ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: HB Wealth Management LLC ($5.40M), CENTRAL TRUST Co ($215.93K), Apella Capital LLC ($171.11K), Allegheny Financial Group ($156.37K), Vicus Capital ($113.38K), Colony Family Offices LLC ($35.75K), and Nicholas Hoffman & Company LLC. ($32.31K).

Institutional investors have bought a total of 6,200,103 shares in the last 24 months. This purchase volume represents approximately $224.32M in transactions.

The following institutional investors have sold GMO U.S. Quality ETF stock in the last 24 months: Procyon Advisors LLC ($75.74K), Diversified Trust Co ($14.28K), Janney Montgomery Scott LLC ($13.18K), SouthState Bank Corp ($7.34K), Princeton Global Asset Management LLC ($6.44K), Lam Group Inc. ($1.49K), and KFG Wealth Management LLC ($1.18K).

Institutional investors have sold a total of 120,143 shares in the last 24 months. This volume of shares sold represents approximately $4.35M in transactions.



This page (NYSEARCA:QLTY) was last updated on 5/9/2026 by MarketBeat.com Staff.
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