GMO U.S. QUALITY ETF (QLTY) Institutional Ownership Changes & 13F Activity
GMO U.S. QUALITY ETF (QLTY). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Trustees Of Dartmouth College, Aia Group Ltd, Modern Wealth Management, Llc, Moneta Group Investment Advisors Llc, and Morgan Stanley.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Sell | -24,722 | -7.6% | 299,660 | $12.47M | Q2 2026 | Sep 23, 2026 |
| Qrg Capital Management, Inc. | Buy | +5,179 | — | 5,179 | $215.55K | Q2 2026 | Sep 23, 2026 |
| Integrated Wealth Concepts Llc | Buy | +333,041 | — | 333,041 | $13.86M | Q2 2026 | Sep 09, 2026 |
| Corient Private Wealth Llc | Sell | -44,046 | -21.6% | 160,247 | $6.67M | Q2 2026 | Aug 27, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | Buy | +58,587 | +46.3% | 185,162 | $7.71M | Q2 2026 | Aug 17, 2026 |
| Modern Wealth Management, Llc | Buy | +962,195 | +92.5% | 2,002,727 | $83.35M | Q2 2026 | Aug 14, 2026 |
| Moneta Group Investment Advisors Llc | Buy | +612,944 | +145.6% | 1,033,871 | $43.03M | Q2 2026 | Aug 14, 2026 |
| Lazard Asset Management Llc | Buy | +288,773 | +11.1% | 2,886,295 | $120.18M | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +181,730 | — | 181,730 | $7.56M | Q2 2026 | Aug 14, 2026 |
| Cambridge Associates Llc | Buy | +148,114 | — | 148,114 | $6.16M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +124,436 | +241.7% | 175,918 | $7.32M | Q2 2026 | Aug 14, 2026 |
| First Manhattan Co. Llc. | Buy | +104,660 | +32.0% | 431,225 | $17.95M | Q2 2026 | Aug 14, 2026 |
| Aqr Capital Management Llc | Buy | +87,609 | +706.4% | 100,012 | $4.16M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +43,164 | +51.9% | 126,379 | $5.16M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +37,943 | +4.1% | 969,941 | $40.37M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +23,861 | +8.8% | 296,019 | $12.32M | Q2 2026 | Aug 14, 2026 |
| Alvarez & Marsal Private Wealth Partners, Llc | Sell | -17,709 | -1.0% | 1,707,844 | $71.20M | Q2 2026 | Aug 14, 2026 |
| &Partners | Buy | +9,290 | +3.4% | 280,149 | $11.66M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -6,538 | -68.2% | 3,050 | $126.94K | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | Buy | +6,499 | — | 6,499 | $270.49K | Q2 2026 | Aug 14, 2026 |
| Hollow Brook Wealth Management Llc | Buy | +4,251 | +6.2% | 72,709 | $3.03M | Q2 2026 | Aug 14, 2026 |
| Peak Asset Management, Llc | Buy | +3,209 | +6.4% | 53,660 | $2.23M | Q2 2026 | Aug 14, 2026 |
| Mai Capital Management | Buy | +2,739 | +5.7% | 50,696 | $2.11M | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, Llc | Buy | +1,048 | +1.1% | 93,106 | $3.88M | Q2 2026 | Aug 14, 2026 |
| Ancora Advisors Llc | Sell | -627 | -90.2% | 68 | $2.83K | Q2 2026 | Aug 14, 2026 |
| Trustees Of Dartmouth College | Buy | +2,751,690 | +251.1% | 3,847,712 | $160.14M | Q2 2026 | Aug 13, 2026 |
| Aia Group Ltd | Buy | +1,366,161 | +9.9% | 15,149,511 | $630.52M | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +451,869 | +4076.0% | 462,955 | $19.27M | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management Lp | Buy | +11,656 | +72.3% | 27,769 | $1.16M | Q2 2026 | Aug 13, 2026 |
| Alpha Advisors, Llc/Va | Buy | +3,825 | +1.2% | 319,954 | $13.32M | Q2 2026 | Aug 13, 2026 |
Frequently asked questions about QLTY activity
Which institutional owners are buying QLTY?
Institutional owners buying QLTY include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in QLTY activity?
"Buy" means an investor increased their reported position in QLTY compared to the prior reporting period. This reflects growing exposure to GMO U.S. QUALITY ETF (QLTY) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in QLTY increasing?
Institutional interest in QLTY can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.