GMO U.S. QUALITY ETF (QLTY) Institutional Shareholders
GMO U.S. QUALITY ETF (QLTY) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $3.27B in QLTY holdings during the latest filing period.
Aia Group Ltd is currently the largest disclosed institutional shareholder of QLTY tracked by InsiderSet, reporting ownership valued at approximately $630.52M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $632.95M, representing an estimated gain of +0.38% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 71% of the total disclosed QLTY value among the investors covered in this analysis. Major shareholders include Aia Group Ltd, Merit Financial Group, Llc, Allworth Financial Lp, and several other long-term asset managers with concentrated positions in GMO U.S. QUALITY ETF (QLTY).
This page ranks the largest institutional QLTY shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
147
Total Reported Value
$3.27B
Largest Holder
Aia Group Ltd
Largest Position
$630.52M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
135
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Aia Group Ltd | 7.93% | 15,149,511 | $630,522,648 | $632,946,570 | +$2,423,922 | +0.38% | |
| Merit Financial Group, Llc | 2.18% | 8,449,245 | $351,657,539 | $353,009,456 | +$1,351,917 | +0.38% | |
| Allworth Financial Lp | 1.22% | 8,275,177 | $299,395,913 | $345,736,895 | +$46,340,982 | +15.48% | |
| Brown Brothers Harriman & Co | 1.57% | 8,089,207 | $292,667,509 | $337,967,068 | +$45,299,559 | +15.48% | |
| Hb Wealth Management, Llc | 1.52% | 6,701,176 | $271,281,206 | $279,975,133 | +$8,693,927 | +3.20% | |
| Legacy Advisors, Llc | 13.36% | 3,431,467 | $143,074,971 | $143,366,691 | +$291,720 | +0.20% | |
| Lazard Asset Management Llc | 0.15% | 2,597,522 | $94,011,211 | $108,524,469 | +$14,513,258 | +15.44% | |
| Focus Partners Wealth | 0.09% | 2,198,405 | $79,538,569 | $91,849,361 | +$12,310,792 | +15.48% | |
| Fft Wealth Management Llc | 11.81% | 1,807,174 | $75,350,860 | $75,503,730 | +$152,870 | +0.20% | |
| Atria Investments, Inc | 0.71% | 1,703,146 | $70,884,956 | $71,157,440 | +$272,484 | +0.38% | |
| Crestwood Advisors Group, Llc | 1.08% | 1,769,720 | $64,028,460 | $73,938,902 | +$9,910,442 | +15.48% | |
| Perigon Wealth Management, Llc | 1.14% | 1,738,328 | $62,892,690 | $72,627,344 | +$9,734,654 | +15.48% | |
| Alvarez & Marsal Private Wealth Partners, Llc | 8.78% | 1,725,553 | $62,533,563 | $72,093,604 | +$9,560,041 | +15.29% | |
| Prodigy Asset Management Llc | 15.47% | 1,234,416 | $51,376,393 | $51,573,900 | +$197,507 | +0.38% | |
| Trustees Of Dartmouth College | 15.76% | 1,096,022 | $39,654,076 | $45,791,799 | +$6,137,723 | +15.48% | |
| Modern Wealth Management, Llc | 0.65% | 1,040,532 | $38,073,083 | $43,473,427 | +$5,400,344 | +14.18% | |
| Auxano Advisors, Llc | 6.88% | 953,440 | $34,495,466 | $39,834,723 | +$5,339,257 | +15.48% | |
| Raymond James Financial Inc | 0.01% | 931,998 | $33,719,664 | $38,938,876 | +$5,219,212 | +15.48% | |
| Central Trust Co | 0.61% | 808,861 | $33,664,795 | $33,794,213 | +$129,418 | +0.38% | |
| Pinnacle Associates Ltd | 0.38% | 810,307 | $29,316,907 | $33,854,626 | +$4,537,719 | +15.48% | |
| Mml Investors Services, Llc | 0.07% | 746,186 | $26,997,007 | $31,175,651 | +$4,178,644 | +15.48% | |
| Lpl Financial Llc | 0.01% | 664,234 | $24,031,977 | $27,751,697 | +$3,719,720 | +15.48% | |
| New Republic Capital, Llc | 5.15% | 536,075 | $22,352,375 | $22,397,214 | +$44,839 | +0.20% | |
| Colony Family Offices, Llc | 4.69% | 512,289 | $21,346,200 | $21,403,434 | +$57,234 | +0.27% | |
| Wealth Enhancement Advisory Services, Llc | 0.03% | 484,903 | $20,341,667 | $20,259,247 | -$82,420 | -0.41% | |
| Verum Partners Llc | 3.04% | 483,100 | $20,106,634 | $20,183,918 | +$77,284 | +0.38% | |
| Allegheny Financial Group | 2.12% | 480,698 | $20,006,653 | $20,083,562 | +$76,909 | +0.38% | |
| Stonehearth Capital Management, Llc | 6.36% | 447,576 | $18,628,113 | $18,699,725 | +$71,612 | +0.38% | |
| Paragon Capital Management Ltd | 3.18% | 402,821 | $16,765,437 | $16,829,861 | +$64,424 | +0.38% | |
| Crusonia Wealth Advisors Llc | 2.65% | 387,232 | $16,116,579 | $16,178,553 | +$61,974 | +0.38% | |
| Moneta Group Investment Advisors Llc | 0.11% | 420,927 | $15,229,132 | $17,586,330 | +$2,357,198 | +15.48% | |
| Kelman-Lazarov, Inc. | 1.97% | 380,573 | $13,769,127 | $15,900,340 | +$2,131,213 | +15.48% | |
| Leisure Capital Management | 4.15% | 319,341 | $13,290,973 | $13,342,067 | +$51,094 | +0.38% | |
| First Manhattan Co. Llc. | 0.03% | 326,565 | $11,834,879 | $13,643,886 | +$1,809,007 | +15.29% | |
| Envestnet Asset Management Inc | 0.00% | 324,382 | $11,736,130 | $13,552,680 | +$1,816,550 | +15.48% | |
| Alpha Advisors, Llc/Va | 9.03% | 316,129 | $11,437,498 | $13,207,870 | +$1,770,372 | +15.48% | |
| Osaic Holdings, Inc. | 0.01% | 272,158 | $9,846,319 | $11,370,761 | +$1,524,442 | +15.48% | |
| &Partners | 0.05% | 270,859 | $9,807,084 | $11,316,489 | +$1,509,405 | +15.39% | |
| J. Mark Nickell & Co. | 9.01% | 240,098 | $8,686,746 | $10,031,294 | +$1,344,548 | +15.48% | |
| Lgl Partners, Llc | 3.15% | 206,341 | $8,603,459 | $8,620,927 | +$17,468 | +0.20% | |
| Diversified Trust Co | 0.13% | 189,586 | $7,890,569 | $7,920,903 | +$30,334 | +0.38% | |
| New England Private Wealth Advisors Llc | 0.89% | 213,207 | $7,713,822 | $8,907,788 | +$1,193,966 | +15.48% | |
| Corient Private Wealth Llc | 0.01% | 204,293 | $7,395,989 | $8,535,362 | +$1,139,373 | +15.41% | |
| Archpoint Investors | 1.76% | 203,500 | $7,374,942 | $8,502,230 | +$1,127,288 | +15.29% | |
| Heritage Trust Co | 0.68% | 187,784 | $6,794,029 | $7,845,616 | +$1,051,587 | +15.48% | |
| Madison Asset Management, Llc | 0.08% | 185,944 | $6,727,454 | $7,768,740 | +$1,041,286 | +15.48% | |
| Hightower Advisors, Llc | 0.01% | 185,262 | $6,702,906 | $7,740,246 | +$1,037,340 | +15.48% | |
| Apella Capital, Llc | 0.09% | 155,203 | $6,465,757 | $6,484,381 | +$18,624 | +0.29% | |
| Hartford Financial Management Inc. | 1.32% | 142,248 | $5,920,362 | $5,943,121 | +$22,759 | +0.38% | |
| Triangle Securities Wealth Management | 1.07% | 129,775 | $5,401,230 | $5,422,000 | +$20,770 | +0.38% |
Frequently asked questions about QLTY
Who owns the most QLTY stock?
The largest holders of QLTY are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for GMO U.S. QUALITY ETF (QLTY).
Is QLTY widely held by superinvestors?
Many widely followed stocks like QLTY appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly QLTY is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.