QLTY Institutional Ownership & Shareholders
GMO U.S. QUALITY ETF (QLTY) is currently held by 158 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $3.94B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Aia Group Ltd is currently the largest disclosed institutional shareholder of QLTY tracked by InsiderSet, reporting ownership valued at approximately $648.55M in its September 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 $659.91M, representing an estimated gain of +1.75% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 67% of the total disclosed QLTY value among the investors covered in this analysis. Major shareholders include Aia Group Ltd, Brown Brothers Harriman & Co, Merit Financial Group, Llc, 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
158
Total Reported Value
$3.94B
Largest Holder
Aia Group Ltd
Largest Position
$648.55M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
39
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Aia Group Ltd | 7.99% | 15,149,511 | $648,550,566 | $659,912,699 | +$11,362,133 | +1.75% | |
| Brown Brothers Harriman & Co | 1.90% | 10,429,243 | $434,065,094 | $454,297,825 | +$20,232,731 | +4.66% | |
| Merit Financial Group, Llc | 2.18% | 8,449,244 | $351,657,539 | $368,049,069 | +$16,391,530 | +4.66% | |
| Hb Wealth Management, Llc | 1.56% | 7,320,437 | $304,367,327 | $318,878,236 | +$14,510,909 | +4.77% | |
| Allworth Financial Lp | 1.08% | 6,097,325 | $253,770,686 | $265,599,477 | +$11,828,791 | +4.66% | |
| Trustees Of Dartmouth College | 47.86% | 3,847,712 | $160,141,774 | $167,606,335 | +$7,464,561 | +4.66% | |
| Legacy Advisors, Llc | 13.82% | 3,385,726 | $145,149,217 | $147,482,225 | +$2,333,008 | +1.61% | |
| Lazard Asset Management Llc | 0.18% | 2,886,295 | $120,179,291 | $125,727,010 | +$5,547,719 | +4.62% | |
| Lpl Financial Llc | 0.02% | 2,546,522 | $105,986,253 | $110,926,498 | +$4,940,245 | +4.66% | |
| Focus Partners Wealth | 0.11% | 2,483,054 | $103,345,177 | $108,161,832 | +$4,816,655 | +4.66% | |
| Crestwood Advisors Group, Llc | 1.27% | 2,001,742 | $85,694,704 | $87,195,882 | +$1,501,178 | +1.75% | |
| Modern Wealth Management, Llc | 1.00% | 2,002,727 | $83,353,511 | $87,238,788 | +$3,885,277 | +4.66% | |
| Fft Wealth Management Llc | 11.81% | 1,807,174 | $75,350,860 | $78,720,499 | +$3,369,639 | +4.47% | |
| Alvarez & Marsal Private Wealth Partners, Llc | 9.38% | 1,707,844 | $71,198,560 | $74,393,685 | +$3,195,125 | +4.49% | |
| Perigon Wealth Management, Llc | 1.07% | 1,616,154 | $69,187,570 | $70,399,668 | +$1,212,098 | +1.75% | |
| Atria Investments, Inc | 0.65% | 1,555,563 | $66,593,660 | $67,760,324 | +$1,166,664 | +1.75% | |
| Prodigy Asset Management Llc | 15.70% | 1,229,623 | $52,640,177 | $53,562,378 | +$922,201 | +1.75% | |
| Moneta Group Investment Advisors Llc | 0.32% | 1,033,871 | $43,029,711 | $45,035,421 | +$2,005,710 | +4.66% | |
| Raymond James Financial Inc | 0.01% | 969,941 | $40,368,957 | $42,250,630 | +$1,881,673 | +4.66% | |
| Auxano Advisors, Llc | 7.50% | 950,941 | $39,578,172 | $41,422,990 | +$1,844,818 | +4.66% | |
| Wealth Enhancement Advisory Services, Llc | 0.06% | 852,389 | $37,189,719 | $37,130,065 | -$59,654 | -0.16% | |
| Pinnacle Associates Ltd | 0.39% | 808,392 | $34,607,262 | $35,213,556 | +$606,294 | +1.75% | |
| Central Trust Co | 0.61% | 808,861 | $33,664,795 | $35,233,985 | +$1,569,190 | +4.66% | |
| Mml Investors Services, Llc | 0.05% | 632,609 | $26,329,167 | $27,556,448 | +$1,227,281 | +4.66% | |
| New Republic Capital, Llc | 5.15% | 536,075 | $22,352,375 | $23,351,427 | +$999,052 | +4.47% | |
| Colony Family Offices, Llc | 4.93% | 503,404 | $21,581,576 | $21,928,278 | +$346,702 | +1.61% | |
| Verum Partners Llc | 3.35% | 481,097 | $20,595,757 | $20,956,585 | +$360,828 | +1.75% | |
| Allegheny Financial Group | 2.12% | 480,698 | $20,006,653 | $20,939,205 | +$932,552 | +4.66% | |
| Stonehearth Capital Management, Llc | 6.67% | 454,836 | $19,471,525 | $19,812,656 | +$341,131 | +1.75% | |
| Morgan Stanley | 0.00% | 462,955 | $19,268,187 | $20,166,320 | +$898,133 | +4.66% | |
| First Manhattan Co. Llc. | 0.05% | 431,225 | $17,947,585 | $18,784,161 | +$836,576 | +4.66% | |
| Paragon Capital Management Ltd | 3.28% | 416,435 | $17,827,563 | $18,139,909 | +$312,346 | +1.75% | |
| Crusonia Wealth Advisors Llc | 2.67% | 416,280 | $17,820,953 | $18,133,157 | +$312,204 | +1.75% | |
| Kelman-Lazarov, Inc. | 2.08% | 380,893 | $15,852,755 | $16,591,699 | +$738,944 | +4.66% | |
| Triangle Securities Wealth Management | 2.81% | 342,218 | $14,650,351 | $14,907,016 | +$256,665 | +1.75% | |
| Integrated Wealth Concepts Llc | 0.09% | 333,041 | $13,861,166 | $14,507,266 | +$646,100 | +4.66% | |
| Alpha Advisors, Llc/Va | 9.98% | 318,769 | $13,646,368 | $13,885,578 | +$239,210 | +1.75% | |
| Leisure Capital Management | 4.15% | 319,341 | $13,290,973 | $13,910,494 | +$619,521 | +4.66% | |
| Envestnet Asset Management Inc | 0.00% | 299,660 | $12,471,858 | $13,053,190 | +$581,332 | +4.66% | |
| Osaic Holdings, Inc. | 0.01% | 296,019 | $12,320,166 | $12,894,588 | +$574,422 | +4.66% | |
| J. Mark Nickell & Co. | 9.78% | 294,630 | $12,262,501 | $12,834,083 | +$571,582 | +4.66% | |
| &Partners | 0.05% | 280,149 | $11,664,911 | $12,203,290 | +$538,379 | +4.62% | |
| New England Private Wealth Advisors Llc | 0.92% | 226,003 | $9,675,172 | $9,844,691 | +$169,519 | +1.75% | |
| Jpmorgan Chase & Co | 0.00% | 221,640 | $9,173,696 | $9,654,638 | +$480,942 | +5.24% | |
| Lgl Partners, Llc | 3.15% | 206,341 | $8,603,459 | $8,988,214 | +$384,755 | +4.47% | |
| Archpoint Investors | 1.79% | 203,500 | $8,485,014 | $8,864,460 | +$379,446 | +4.47% | |
| Heritage Trust Co | 0.72% | 201,093 | $8,369,497 | $8,759,611 | +$390,114 | +4.66% | |
| Diversified Trust Co | 0.13% | 189,586 | $7,890,569 | $8,258,366 | +$367,797 | +4.66% | |
| Madison Asset Management, Llc | 0.09% | 188,161 | $7,831,261 | $8,196,293 | +$365,032 | +4.66% | |
| Stonehage Fleming Financial Services Holdings Ltd | 0.26% | 185,162 | $7,706,441 | $8,065,657 | +$359,216 | +4.66% |
Frequently asked questions about QLTY
Who are the largest institutional holders of QLTY?
The largest institutional holders of QLTY reported in the latest SEC Form 13F filings include Aia Group Ltd, Brown Brothers Harriman & Co, Merit Financial Group, Llc, Hb Wealth Management, Llc, and Allworth Financial Lp. InsiderSet ranks institutional holders by their latest reported QLTY position.
What is QLTY institutional ownership?
This page tracks QLTY positions reported by institutional investment managers through SEC Form 13F. GMO U.S. QUALITY ETF (QLTY) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own QLTY?
InsiderSet currently tracks 158 institutional managers reporting QLTY holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of QLTY shareholders.
How much QLTY stock do institutions own?
Institutional investment managers disclosed approximately $3.94B in QLTY holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was QLTY institutional ownership last updated?
The latest QLTY institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional QLTY holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its QLTY position after the reporting date.
Are institutions buying or selling QLTY?
Institutional buying and selling can be analyzed by comparing QLTY positions across consecutive 13F reporting periods. InsiderSet's QLTY Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View QLTY ownership changes.
How has QLTY institutional ownership changed over time?
InsiderSet tracks QLTY institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.