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 $3.85B 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 $655.22M, representing an estimated gain of +3.92% 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
154
Total Reported Value
$3.85B
Largest Holder
Aia Group Ltd
Largest Position
$630.52M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
75
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 | $655,216,351 | +$24,693,703 | +3.92% | |
| Brown Brothers Harriman & Co | 1.90% | 10,429,243 | $434,065,094 | $451,064,760 | +$16,999,666 | +3.92% | |
| Merit Financial Group, Llc | 2.18% | 8,449,245 | $351,657,539 | $365,429,846 | +$13,772,307 | +3.92% | |
| Hb Wealth Management, Llc | 1.52% | 6,701,176 | $271,281,206 | $289,825,862 | +$18,544,656 | +6.84% | |
| Allworth Financial Lp | 1.08% | 6,097,325 | $253,770,686 | $263,709,306 | +$9,938,620 | +3.92% | |
| Trustees Of Dartmouth College | 47.86% | 3,847,712 | $160,141,774 | $166,413,544 | +$6,271,770 | +3.92% | |
| Legacy Advisors, Llc | 13.36% | 3,431,467 | $143,074,971 | $148,410,948 | +$5,335,977 | +3.73% | |
| Lazard Asset Management Llc | 0.18% | 2,886,295 | $120,179,291 | $124,832,259 | +$4,652,968 | +3.87% | |
| Lpl Financial Llc | 0.02% | 2,546,522 | $105,986,253 | $110,137,077 | +$4,150,824 | +3.92% | |
| Focus Partners Wealth | 0.11% | 2,483,054 | $103,345,177 | $107,392,086 | +$4,046,909 | +3.92% | |
| Modern Wealth Management, Llc | 1.00% | 2,002,727 | $83,353,511 | $86,617,943 | +$3,264,432 | +3.92% | |
| Crestwood Advisors Group, Llc | 1.22% | 1,971,647 | $82,059,833 | $85,273,733 | +$3,213,900 | +3.92% | |
| Fft Wealth Management Llc | 11.81% | 1,807,174 | $75,350,860 | $78,160,276 | +$2,809,416 | +3.73% | |
| Perigon Wealth Management, Llc | 1.17% | 1,771,602 | $73,734,066 | $76,621,787 | +$2,887,721 | +3.92% | |
| Alvarez & Marsal Private Wealth Partners, Llc | 9.38% | 1,707,844 | $71,198,560 | $73,864,253 | +$2,665,693 | +3.74% | |
| Atria Investments, Inc | 0.71% | 1,703,146 | $70,884,956 | $73,661,065 | +$2,776,109 | +3.92% | |
| Prodigy Asset Management Llc | 15.47% | 1,234,416 | $51,376,393 | $53,388,492 | +$2,012,099 | +3.92% | |
| Moneta Group Investment Advisors Llc | 0.32% | 1,033,871 | $43,029,711 | $44,714,921 | +$1,685,210 | +3.92% | |
| Raymond James Financial Inc | 0.01% | 969,941 | $40,368,957 | $41,949,948 | +$1,580,991 | +3.92% | |
| Auxano Advisors, Llc | 7.50% | 950,941 | $39,578,172 | $41,128,198 | +$1,550,026 | +3.92% | |
| Central Trust Co | 0.61% | 808,861 | $33,664,795 | $34,983,238 | +$1,318,443 | +3.92% | |
| Pinnacle Associates Ltd | 0.37% | 805,822 | $33,538,312 | $34,851,802 | +$1,313,490 | +3.92% | |
| Mml Investors Services, Llc | 0.05% | 632,609 | $26,329,167 | $27,360,339 | +$1,031,172 | +3.92% | |
| New Republic Capital, Llc | 5.15% | 536,075 | $22,352,375 | $23,185,244 | +$832,869 | +3.73% | |
| Colony Family Offices, Llc | 4.69% | 512,289 | $21,346,200 | $22,156,499 | +$810,299 | +3.80% | |
| Wealth Enhancement Advisory Services, Llc | 0.03% | 484,903 | $20,341,667 | $20,972,055 | +$630,388 | +3.10% | |
| Verum Partners Llc | 3.04% | 483,100 | $20,106,634 | $20,894,075 | +$787,441 | +3.92% | |
| Allegheny Financial Group | 2.12% | 480,698 | $20,006,653 | $20,790,189 | +$783,536 | +3.92% | |
| Morgan Stanley | 0.00% | 462,955 | $19,268,187 | $20,022,804 | +$754,617 | +3.92% | |
| Stonehearth Capital Management, Llc | 6.36% | 447,576 | $18,628,113 | $19,357,662 | +$729,549 | +3.92% | |
| First Manhattan Co. Llc. | 0.05% | 431,225 | $17,947,585 | $18,650,481 | +$702,896 | +3.92% | |
| Paragon Capital Management Ltd | 3.18% | 402,821 | $16,765,437 | $17,422,008 | +$656,571 | +3.92% | |
| Crusonia Wealth Advisors Llc | 2.65% | 387,232 | $16,116,579 | $16,747,784 | +$631,205 | +3.92% | |
| Kelman-Lazarov, Inc. | 2.08% | 380,893 | $15,852,755 | $16,473,622 | +$620,867 | +3.92% | |
| Integrated Wealth Concepts Llc | 0.07% | 333,353 | $13,874,146 | $14,417,517 | +$543,371 | +3.92% | |
| Alpha Advisors, Llc/Va | 10.01% | 319,954 | $13,316,566 | $13,838,011 | +$521,445 | +3.92% | |
| Leisure Capital Management | 4.15% | 319,341 | $13,290,973 | $13,811,498 | +$520,525 | +3.92% | |
| Envestnet Asset Management Inc | 0.00% | 299,660 | $12,471,858 | $12,960,295 | +$488,437 | +3.92% | |
| Osaic Holdings, Inc. | 0.01% | 296,019 | $12,320,166 | $12,802,822 | +$482,656 | +3.92% | |
| J. Mark Nickell & Co. | 9.78% | 294,630 | $12,262,501 | $12,742,748 | +$480,247 | +3.92% | |
| &Partners | 0.05% | 280,149 | $11,664,911 | $12,116,444 | +$451,533 | +3.87% | |
| New England Private Wealth Advisors Llc | 0.89% | 225,798 | $9,239,639 | $9,765,764 | +$526,125 | +5.69% | |
| Jpmorgan Chase & Co | 0.00% | 221,640 | $9,173,696 | $9,585,930 | +$412,234 | +4.49% | |
| Lgl Partners, Llc | 3.15% | 206,341 | $8,603,459 | $8,924,248 | +$320,789 | +3.73% | |
| Archpoint Investors | 1.79% | 203,500 | $8,485,014 | $8,801,375 | +$316,361 | +3.73% | |
| Heritage Trust Co | 0.72% | 201,093 | $8,369,497 | $8,697,272 | +$327,775 | +3.92% | |
| Hightower Advisors, Llc | 0.01% | 191,650 | $7,976,469 | $8,288,863 | +$312,394 | +3.92% | |
| Diversified Trust Co | 0.13% | 189,586 | $7,890,569 | $8,199,595 | +$309,026 | +3.92% | |
| Madison Asset Management, Llc | 0.09% | 188,161 | $7,831,261 | $8,137,963 | +$306,702 | +3.92% | |
| Ifg Advisory, Llc | 0.27% | 181,730 | $7,563,613 | $7,859,823 | +$296,210 | +3.92% |
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.