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

GMO U.S. Quality ETF logo
$41.52 +0.07 (+0.17%)
As of 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)
25
Total
Institutional Inflows
(last 12 months)
$271.00M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$6.30M
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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
5/26/2026 Glenmede Trust Co. NA13,400$485K0.0%N/A0.013%
5/20/2026 J. Mark Nickell & Co.282,802$10.23M9.2%+37.0%0.272%
5/20/2026 Arete Wealth Advisors LLC40,475$1.47M0.1%+4.6%0.039%
5/19/2026 NewEdge Advisors LLC6,274$227K0.0%-4.5%0.006%
5/19/2026 Bank of America Corp DE51,482$1.86M0.0%N/A0.050%
5/19/2026 Arete Wealth Advisors LLC40,475$1.47M0.1%+4.6%0.039%
5/18/2026 Sunbelt Securities Inc.6,765$245K0.0%+3.8%0.007%
5/18/2026 EverSource Wealth Advisors LLC1,729$63K0.0%-51.3%0.002%
5/18/2026 Royal Bank of Canada1,268$45K0.0%+174.5%0.001%
5/16/2026 Quantinno Capital Management LP16,113$583K0.0%N/A0.016%
5/16/2026 Lazard Asset Management LLC2,597,522$94.01M0.2%+3.8%2.502%
5/14/2026 Modern Wealth Management LLC1,040,532$38.07M0.7%+11,962.7%1.002%
5/13/2026 Acumen Wealth Advisors LLC2,180$79K0.0%-96.0%0.002%
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, 36 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), Modern Wealth Management LLC ($38.07M), CENTRAL TRUST Co ($29.70M), Colony Family Offices LLC ($17.65M), Stonehearth Capital Management LLC ($15.95M), and Allegheny Financial Group ($14.49M).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 25 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), CENTRAL TRUST Co ($215.93K), Apella Capital LLC ($171.11K), Allegheny Financial Group ($156.37K), Vicus Capital ($113.38K), and Lazard Asset Management LLC ($96.25K).

Institutional investors have bought a total of 7,490,264 shares in the last 24 months. This purchase volume represents approximately $271.00M in transactions.

Of the 11 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), Diversified Trust Co ($14.28K), Janney Montgomery Scott LLC ($13.18K), SouthState Bank Corp ($7.34K), Princeton Global Asset Management LLC ($6.44K), and EverSource Wealth Advisors LLC ($1.82K).

Institutional investors have sold a total of 174,083 shares in the last 24 months. This volume of shares sold represents approximately $6.30M in transactions.


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This page (NYSEARCA:QLTY) was last updated on 5/29/2026 by MarketBeat.com Staff.
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