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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncSell-24,722-7.6%299,660$12.47MQ2 2026Sep 23, 2026
Qrg Capital Management, Inc.Buy+5,179—5,179$215.55KQ2 2026Sep 23, 2026
Integrated Wealth Concepts LlcBuy+333,041—333,041$13.86MQ2 2026Sep 09, 2026
Corient Private Wealth LlcSell-44,046-21.6%160,247$6.67MQ2 2026Aug 27, 2026
Stonehage Fleming Financial Services Holdings LtdBuy+58,587+46.3%185,162$7.71MQ2 2026Aug 17, 2026
Modern Wealth Management, LlcBuy+962,195+92.5%2,002,727$83.35MQ2 2026Aug 14, 2026
Moneta Group Investment Advisors LlcBuy+612,944+145.6%1,033,871$43.03MQ2 2026Aug 14, 2026
Lazard Asset Management LlcBuy+288,773+11.1%2,886,295$120.18MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+181,730—181,730$7.56MQ2 2026Aug 14, 2026
Cambridge Associates LlcBuy+148,114—148,114$6.16MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+124,436+241.7%175,918$7.32MQ2 2026Aug 14, 2026
First Manhattan Co. Llc.Buy+104,660+32.0%431,225$17.95MQ2 2026Aug 14, 2026
Aqr Capital Management LlcBuy+87,609+706.4%100,012$4.16MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+43,164+51.9%126,379$5.16MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+37,943+4.1%969,941$40.37MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+23,861+8.8%296,019$12.32MQ2 2026Aug 14, 2026
Alvarez & Marsal Private Wealth Partners, LlcSell-17,709-1.0%1,707,844$71.20MQ2 2026Aug 14, 2026
&PartnersBuy+9,290+3.4%280,149$11.66MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-6,538-68.2%3,050$126.94KQ2 2026Aug 14, 2026
D. E. Shaw & Co., Inc.Buy+6,499—6,499$270.49KQ2 2026Aug 14, 2026
Hollow Brook Wealth Management LlcBuy+4,251+6.2%72,709$3.03MQ2 2026Aug 14, 2026
Peak Asset Management, LlcBuy+3,209+6.4%53,660$2.23MQ2 2026Aug 14, 2026
Mai Capital ManagementBuy+2,739+5.7%50,696$2.11MQ2 2026Aug 14, 2026
Mutual Advisors, LlcBuy+1,048+1.1%93,106$3.88MQ2 2026Aug 14, 2026
Ancora Advisors LlcSell-627-90.2%68$2.83KQ2 2026Aug 14, 2026
Trustees Of Dartmouth CollegeBuy+2,751,690+251.1%3,847,712$160.14MQ2 2026Aug 13, 2026
Aia Group LtdBuy+1,366,161+9.9%15,149,511$630.52MQ2 2026Aug 13, 2026
Morgan StanleyBuy+451,869+4076.0%462,955$19.27MQ2 2026Aug 13, 2026
Quantinno Capital Management LpBuy+11,656+72.3%27,769$1.16MQ2 2026Aug 13, 2026
Alpha Advisors, Llc/VaBuy+3,825+1.2%319,954$13.32MQ2 2026Aug 13, 2026
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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.