GMO U.S. QUALITY ETF QLTY
$41.70
+0.0% 52w: $32.44 – $41.70
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data32.4437.0741.70
Jun 20, 2025 Jul 2, 2026
Institutional holders
149
+6 QoQ
13F value
$2.99B
+23.2% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
1
Q1 2026
Institutional value by quarter
Number of holders
Who owns QLTY?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| AIA Group Ltd | Other | 13.8M | $498.7M | 7.2% | Held |
| Allworth Financial LP | Wealth advisor | 8.3M | $299.4M | 1.2% | -0.1% |
| BROWN BROTHERS HARRIMAN & CO | Diversified mechanical | 8.1M | $292.7M | 1.6% | +261.0% |
| Merit Financial Group, LLC | Wealth advisor | 8.0M | $288.6M | 2.1% | +6.4% |
| HB Wealth Management, LLC | Wealth advisor | 5.9M | $213.6M | 1.4% | +1078.9% |
| Legacy Advisors, LLC | Wealth advisor | 3.5M | $127.9M | 15.1% | +1.0% |
| LAZARD ASSET MANAGEMENT LLC | Diversified mechanical | 2.6M | $94.0M | 0.2% | +3.8% |
| Focus Partners Wealth | Wealth advisor | 2.2M | $79.5M | 0.1% | +16.5% |
| Crestwood Advisors Group, LLC | Other | 1.8M | $64.0M | 1.1% | +28.1% |
| Perigon Wealth Management, LLC | Wealth advisor | 1.7M | $62.9M | 1.1% | +5.2% |
| Alvarez & Marsal Private Wealth Partners, LLC | Wealth advisor | 1.7M | $62.5M | 8.8% | +81.4% |
| FFT WEALTH MANAGEMENT LLC | Wealth advisor | 1.6M | $59.3M | 10.7% | +3.0% |
| Atria Investments, Inc | Wealth advisor | 1.4M | $52.4M | 0.6% | +680.0% |
| Trustees of Dartmouth College | Wealth advisor | 1.1M | $39.7M | 15.8% | Held |
| Modern Wealth Management, LLC | Wealth advisor | 1.0M | $38.1M | 0.7% | +11962.7% |
| Prodigy Asset Management LLC | Wealth advisor | 961.1K | $34.8M | 11.6% | +49.1% |
| Auxano Advisors, LLC | Other | 953.4K | $34.5M | 6.9% | +56.0% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 932.0K | $33.7M | 0.0% | +30.7% |
| Annex Advisory Services, LLC | Wealth advisor | 896.6K | $32.4M | 0.6% | +10.6% |
| CENTRAL TRUST Co | Diversified mechanical | 821.0K | $29.7M | 0.6% | +35.7% |
| Tanglewood Wealth Management, Inc. | Wealth advisor | 815.8K | $29.5M | 2.4% | New |
| PINNACLE ASSOCIATES LTD | Other | 810.3K | $29.3M | 0.4% | -3.3% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 746.2K | $27.0M | 0.1% | +7.0% |
| LPL Financial LLC | Bank broker | 664.2K | $24.0M | 0.0% | +9.6% |
| J. Mark Nickell & Co. | Wealth advisor | 522.9K | $18.9M | 9.1% | +153.3% |
| New Republic Capital, LLC | Other | 505.0K | $18.3M | 6.2% | +22.8% |
| Colony Family Offices, LLC | Wealth advisor | 487.1K | $17.7M | 4.4% | +7.9% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 465.1K | $17.0M | 0.0% | -38.8% |
| Verum Partners LLC | Wealth advisor | 454.9K | $16.5M | 3.1% | +7.5% |
| Stonehearth Capital Management, LLC | Wealth advisor | 440.9K | $16.0M | 6.3% | +4.8% |
| MONETA GROUP INVESTMENT ADVISORS LLC | Wealth advisor | 420.9K | $15.2M | 0.1% | +230.7% |
| Allegheny Financial Group | Wealth advisor | 400.5K | $14.5M | 2.0% | +64.0% |
| Paragon Capital Management Ltd | Wealth advisor | 393.0K | $14.2M | 3.0% | +1.0% |
| Crusonia Wealth Advisors LLC | Wealth advisor | 391.8K | $14.2M | 2.9% | +4.9% |
| Kelman-Lazarov, Inc. | Wealth advisor | 380.6K | $13.8M | 2.0% | +4.0% |
| FIRST MANHATTAN CO. LLC. | Other | 326.6K | $11.8M | 0.0% | +62.5% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 324.4K | $11.7M | 0.0% | +0.6% |
| Alpha Advisors, LLC/VA | Wealth advisor | 316.1K | $11.4M | 9.0% | +2.5% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 272.2K | $9.8M | 0.0% | +1760.9% |
| &PARTNERS | Diversified mechanical | 270.9K | $9.8M | 0.0% | +2.9% |
| Leisure Capital Management ★2 | Fundamental diversified | 248.6K | $9.0M | 3.1% | +2.1% |
| New England Private Wealth Advisors LLC | Wealth advisor | 213.2K | $7.7M | 0.9% | +14.6% |
| Corient Private Wealth LLC | Diversified mechanical | 204.3K | $7.4M | 0.0% | -38.7% |
| ArchPoint Investors | Other | 203.5K | $7.4M | 1.8% | +2.3% |
| LGL PARTNERS, LLC | Wealth advisor | 201.8K | $7.3M | 3.0% | +5.2% |
| JPMORGAN CHASE & CO | Bank broker | 203.5K | $7.2M | 0.0% | +9.5% |
| Diversified Trust Co | Other | 193.1K | $7.0M | 0.1% | -6.9% |
| Apella Capital, LLC | Wealth advisor | 171.1K | $6.8M | 0.1% | New |
| Heritage Trust Co | Other | 187.8K | $6.8M | 0.7% | +17.3% |
| Madison Asset Management, LLC | Other | 185.9K | $6.7M | 0.1% | +1.3% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.