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

GMO U.S. Quality ETF logo
$43.08 +0.11 (+0.26%)
Closing price 09/29/2026 04:10 PM Eastern
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$43.08 0.00 (0.00%)
As of 09/29/2026 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
34
Total
Institutional Inflows
(last 12 months)
$333.24M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$135.56M
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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
9/23/2026QRG Capital Management Inc.5,179$216K0.0%N/A0.004%
9/23/2026Envestnet Asset Management Inc.299,660$12.47M0.0%-7.6%0.258%
9/9/2026MCF Advisors LLC75,995$3.17M0.1%-3.9%0.065%
9/9/2026Integrated Wealth Concepts LLC333,041$13.86M0.1%N/A0.287%
9/9/2026NewEdge Advisors LLC8,288$345K0.0%+32.1%0.007%
9/9/2026Colony Family Offices LLC512,289$21.35M4.7%+5.2%0.441%
9/8/2026Allworth Financial LP6,097,325$253.77M1.1%-26.3%5.247%
9/8/2026Paragon Capital Management Ltd402,821$16.77M3.1%+2.5%0.347%
8/27/2026Corient Private Wealth LP160,247$6.68M0.0%-21.6%0.138%
8/26/2026Principia Wealth Advisory LLC3,890$162K0.0%-8.0%0.003%
8/23/2026Studio Investment Management LLC29,154$1.22M0.2%-5.5%0.025%
8/23/2026HB Wealth Management LLC6,701,176$271.28M1.5%+13.5%5.767%
8/21/2026KFG Wealth Management LLC10,607$441K0.0%+3.3%0.009%
8/20/2026LGL Partners LLC206,341$8.60M3.2%+2.3%0.178%
7/10/2026Annex Advisory Services LLC64,292$2.68M0.0%-92.8%0.056%
7/10/2026Lam Group Inc.20,955$872K0.4%-2.3%0.018%
7/9/2026Chemistry Wealth Management LLC12,018$500K0.1%+22.9%0.011%
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%
7/8/2026Prodigy Asset Management LLC1,234,416$51.38M15.5%+28.4%1.062%
7/8/2026Stonehearth Capital Management LLC447,576$18.63M6.4%+1.5%0.397%
7/8/2026Archer Investment Management LLC56,094$2.34M0.8%-8.3%0.050%
7/7/2026Legacy 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%
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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%
4/18/2026CENTRAL TRUST Co820,980$29.70M0.6%+35.7%0.809%
4/18/2026Stonehearth 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, 51 institutional investors and hedge funds held shares of GMO U.S. Quality ETF. The most heavily invested institutionals were HB Wealth Management LLC ($271.28M), Allworth Financial LP ($253.77M), Lazard Asset Management LLC ($94.01M), Prodigy Asset Management LLC ($51.38M), Modern Wealth Management LLC ($38.07M), CENTRAL TRUST Co ($29.70M), and Colony Family Offices LLC ($21.35M).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 34 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 ($6.20M), Modern Wealth Management LLC ($1.03M), Integrated Wealth Concepts LLC ($333.04K), Prodigy Asset Management LLC ($273.30K), CENTRAL TRUST Co ($215.93K), Apella Capital LLC ($171.11K), and Allegheny Financial Group ($156.37K).

Institutional investors have bought a total of 8,986,137 shares in the last 24 months. This purchase volume represents approximately $333.24M in transactions.

Of the 20 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: Allworth Financial LP ($2.18M), Annex Advisory Services LLC ($832.33K), Procyon Advisors LLC ($75.74K), Acumen Wealth Advisors LLC ($51.82K), Corient Private Wealth LP ($44.05K), Envestnet Asset Management Inc. ($24.72K), and Apella Capital LLC ($15.90K).

Institutional investors have sold a total of 3,279,940 shares in the last 24 months. This volume of shares sold represents approximately $135.56M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:QLTY is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
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