Who Owns QLTY?
GMO U.S. Quality ETF — Institutional Ownership & 13F Holdings
$39.60
+0.04 (+0.10%)
Market Cap
$3.5B
Shares Outstanding
90,926,987
Institutional Holders
106
Total Inst. Value
$816.4M
% of Float Held
—
QoQ Holder Change
+72
Institutional data as of Q1 2025
New Positions
37
Closed Positions
12
Increased
42
Decreased
18
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | AIA Group Ltd | $273.7M | 8,756,637 |
| 2 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $80.1M | 2,561 |
| 3 | Gitterman Wealth Management, LLCNew | $49.4M | 1,579,109 |
| 4 | HighTower Advisors, LLC | $43.4M | 1,389,057 |
| 5 | Annex Advisory Services, LLC | $40.9M | 1,309,663 |
| 6 | RAYMOND JAMES FINANCIAL INC | $33.0M | 1,054,658 |
| 7 | Crestwood Advisors Group, LLC | $32.7M | 1,047,450 |
| 8 | Focus Partners Wealth | $27.9M | 891,374 |
| 9 | PINNACLE ASSOCIATES LTD | $25.9M | 828,257 |
| 10 | Colony Family Offices, LLC | $17.6M | 563,489 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| AIA Group Ltd | +612K | $273.7M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | +1K | $80.1M |
| Gitterman Wealth Management, LLCNew | +1.6M | $49.4M |
| HighTower Advisors, LLC | +16K | $43.4M |
| Annex Advisory Services, LLC | +12K | $40.9M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Allworth Financial LP | -143K | $242K |
| HB Wealth Management, LLC | -89K | $6.4M |
| LGL PARTNERS, LLC | -84K | $5.1M |
| COMMONWEALTH EQUITY SERVICES, LLC | -35K | $1K |
| ENVESTNET ASSET MANAGEMENT INC | -15K | $717K |
Related Stocks
Frequently Asked Questions
How many institutional investors hold QLTY?
As of Q1 2025, 106 institutional investors report holding QLTY (GMO U.S. Quality ETF) in their 13F filings.
Which hedge fund owns the most QLTY?
The largest institutional holder of QLTY is AIA Group Ltd with $273.7M in shares.
Are institutions buying or selling QLTY?
This quarter, 37 institutions opened new positions in QLTY and 12 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.