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

GMO U.S. Quality ETF logo
$41.46 -0.20 (-0.48%)
As of 07/8/2026 04:10 PM Eastern
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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)
27
Total
Institutional Inflows
(last 12 months)
$284.20M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$7.18M
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QLTY Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/9/2026Breakwater Capital Group28,539$1.19M0.1%+16.7%0.025%
7/8/2026Sprinkle Financial Consultants LLC91,207$3.80M1.5%+4.5%0.080%
7/8/2026Apella Capital LLC155,203$6.47M0.1%-9.3%0.136%
7/8/2026 Prodigy Asset Management LLC1,234,416$51.38M15.5%+28.4%1.094%
7/8/2026 Stonehearth Capital Management LLC447,576$18.63M6.4%+1.5%0.397%
7/8/2026 Archer Investment Management LLC56,094$2.34M0.8%-8.3%0.050%
7/7/2026 Legacy Solutions LLC27,394$1.14M0.9%N/A0.024%
6/3/2026Parallel Advisors LLC28,819$1.04M0.0%+7.6%0.028%
6/3/2026NewEdge Advisors LLC6,274$227K0.0%-4.5%0.006%
5/26/2026Glenmede Trust Co. NA13,400$485K0.0%N/A0.013%
5/20/2026J. Mark Nickell & Co.282,802$10.23M9.2%+37.0%0.272%
5/20/2026Arete Wealth Advisors LLC40,475$1.47M0.1%+4.6%0.039%
5/19/2026NewEdge Advisors LLC6,274$227K0.0%-4.5%0.006%
5/19/2026Bank of America Corp DE51,482$1.86M0.0%N/A0.050%
5/19/2026Arete Wealth Advisors LLC40,475$1.47M0.1%+4.6%0.039%
5/18/2026Sunbelt Securities Inc.6,765$245K0.0%+3.8%0.007%
5/18/2026EverSource Wealth Advisors LLC1,729$63K0.0%-51.3%0.002%
5/18/2026Royal Bank of Canada1,268$45K0.0%+174.5%0.001%
5/16/2026Quantinno Capital Management LP16,113$583K0.0%N/A0.016%
5/16/2026Lazard Asset Management LLC2,597,522$94.01M0.2%+3.8%2.502%
5/14/2026Modern Wealth Management LLC1,040,532$38.07M0.7%+11,962.7%1.002%
5/13/2026Acumen Wealth Advisors LLC2,180$79K0.0%-96.0%0.002%
5/8/2026Madison Asset Management LLC185,944$6.73M0.1%+1.3%0.179%
5/7/2026Parallel Advisors LLC28,819$1.04M0.0%+7.6%0.028%
5/5/2026Harel Insurance Investments & Financial Services Ltd.10,000$362K0.0%-4.8%0.010%
5/5/2026SouthState Bank Corp98,232$3.55M0.2%-7.0%0.095%
5/4/2026Procyon Advisors LLC12,167$440K0.0%-86.2%0.012%
4/30/2026Kestra Advisory Services LLC14,908$539K0.0%+77.5%0.014%
4/29/2026Nicholas Hoffman & Company LLC.32,310$1.17M0.0%N/A0.031%
4/27/2026HB Wealth Management LLC5,905,175$213.64M1.4%+1,078.9%5.700%
4/27/2026Kelman Lazarov Inc.380,573$13.77M2.0%+4.0%0.367%
4/23/2026Vicus Capital139,323$5.04M0.4%+436.9%0.136%
4/22/2026Princeton Global Asset Management LLC86,849$3.14M0.5%-6.9%0.085%
4/22/2026Lam Group Inc.21,440$776K0.4%-6.5%0.021%
4/22/2026Janney Montgomery Scott LLC58,503$2.12M0.0%-18.4%0.058%
4/21/2026Colony Family Offices LLC487,099$17.65M4.4%+7.9%0.480%
4/21/2026Triangle Securities Wealth Management121,885$4.41M1.0%+3.5%0.120%
4/21/2026KFG Wealth Management LLC10,265$371K0.0%-10.3%0.010%
4/20/2026Breakwater Capital Group24,449$885K0.1%+89.8%0.024%
4/20/2026Apella Capital LLC171,105$6.80M0.1%N/A0.169%
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4/18/2026CENTRAL 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%
4/16/2026Allegheny Financial Group400,548$14.49M2.0%+64.0%0.395%
4/16/2026Sprinkle Financial Consultants LLC87,268$3.16M1.5%+10.5%0.086%
4/16/2026Diversified Trust Co193,111$6.99M0.1%-6.9%0.191%
4/15/2026Aspen Investment Management Inc27,800$1.01M0.3%+4.6%0.028%


QLTY Institutional Ownership - Frequently Asked Questions

During the previous two years, 39 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), Lazard Asset Management LLC ($94.01M), Prodigy Asset Management LLC ($51.38M), Modern Wealth Management LLC ($38.07M), CENTRAL TRUST Co ($29.70M), Stonehearth Capital Management LLC ($18.63M), and Colony Family Offices LLC ($17.65M).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 27 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), Modern Wealth Management LLC ($1.03M), Prodigy Asset Management LLC ($273.30K), CENTRAL TRUST Co ($215.93K), Apella Capital LLC ($171.11K), Allegheny Financial Group ($156.37K), and Vicus Capital ($113.38K).

Institutional investors have bought a total of 7,807,678 shares in the last 24 months. This purchase volume represents approximately $284.20M in transactions.

Of the 13 institutional investors that sold GMO U.S. Quality ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Procyon Advisors LLC ($75.74K), Acumen Wealth Advisors LLC ($51.82K), Apella Capital LLC ($15.90K), Diversified Trust Co ($14.28K), Janney Montgomery Scott LLC ($13.18K), SouthState Bank Corp ($7.34K), and Princeton Global Asset Management LLC ($6.44K).

Institutional investors have sold a total of 195,386 shares in the last 24 months. This volume of shares sold represents approximately $7.18M in transactions.


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This page (NYSEARCA:QLTY) was last updated on 7/9/2026 by MarketBeat.com Staff.
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