Skip to content
Disclosery

QLTY GMO ETF TRUST

Follow

US QUALITY ETF (fund)

151 managers (151 13F filers) reported a position in QLTY shares at 2026-03-31, 82,412,230 shares in all. 15 filers opened a position and 9 filers sold out during the quarter.

Managers
151
13F filers
151
New
15
Added
84
Reduced
28
Sold out
9
Shares held by filers
82,412,230

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
AIA Group Ltdin group AIA Group Ltd13,783,350$499M7.25%013F-HRTimelineGroup
Allworth Financial LP8,275,177$299M1.22%-10,97113F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO8,089,207$293M1.57%+5,848,50113F-HRTimelineGroup
Merit Financial Group, LLC7,977,528$289M2.15%+482,94813F-HRTimeline
HB Wealth Management, LLC5,905,175$214M1.39%+5,404,26913F-HRTimeline
Legacy Advisors, LLC3,529,734$128M15.08%+35,95013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC2,597,522$94M0.15%+96,25313F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth2,198,405$79.5M0.09%+311,65613F-HRTimelineGroup
Crestwood Advisors Group, LLC1,769,720$64M1.08%+388,42013F-HRTimeline
Perigon Wealth Management, LLC1,738,328$62.9M1.14%+85,37413F-HRTimeline
Alvarez & Marsal Private Wealth Partner…1,725,553$62.5M8.78%+774,13313F-HRTimeline
FFT WEALTH MANAGEMENT LLC1,635,379$59.3M10.73%+47,97413F-HRTimeline
Atria Investments, Inc1,448,617$52.4M0.59%+1,262,90213F-HRTimeline
Trustees of Dartmouth College1,096,022$39.7M15.76%013F-HRTimeline
Modern Wealth Management, LLC1,040,532$38.1M0.65%+1,031,90613F-HRTimeline
Prodigy Asset Management LLC961,119$34.8M11.61%+316,66513F-HRTimeline
Auxano Advisors, LLC953,440$34.5M6.88%+342,42413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC931,998$33.7M0.01%+218,97013F-HRTimelineGroup
Annex Advisory Services, LLC896,626$32.4M0.61%+85,64213F-HRTimeline
CENTRAL TRUST Co820,980$29.7M0.58%+215,93013F-HRTimeline
Tanglewood Wealth Management, Inc.815,764$29.5M2.44%new13F-HRTimeline
PINNACLE ASSOCIATES LTD810,307$29.3M0.38%-27,94813F-HRTimeline
MML INVESTORS SERVICES, LLC746,186$27M0.07%+48,65913F-HRTimeline
LPL Financial LLC664,234$24M0.01%+58,05913F-HRTimeline
New Republic Capital, LLC505,014$18.3M6.17%+93,68113F-HRTimeline
Colony Family Offices, LLC487,099$17.7M4.35%+35,74613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…465,136$17M0.04%-295,28113F-HRTimeline
Verum Partners LLC454,898$16.5M3.13%+31,77313F-HRTimeline
Stonehearth Capital Management, LLC440,926$16M6.32%+20,13313F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC420,927$15.2M0.11%+293,66013F-HRTimeline
Allegheny Financial Group400,548$14.5M1.95%+156,37113F-HRTimeline
Paragon Capital Management Ltd392,959$14.2M2.99%+3,83513F-HRTimeline
Crusonia Wealth Advisors LLC391,806$14.2M2.93%+18,43313F-HRTimeline
Kelman-Lazarov, Inc.380,573$13.8M1.97%+14,71613F-HRTimeline
FIRST MANHATTAN CO. LLC.326,565$11.8M0.03%+125,62813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC324,382$11.7M<0.01%+1,99413F-HRTimelineGroup
Alpha Advisors, LLC/VA316,129$11.4M9.03%+7,58213F-HRTimeline
J. Mark Nickell & Co.282,802$10.2M9.24%+76,38113F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.272,158$9.85M0.01%+257,53313F-HRTimelineGroup
&PARTNERS270,859$9.81M0.05%+7,68613F-HRTimeline
Leisure Capital Management248,632$9M3.15%+5,18913F-HRTimeline
New England Private Wealth Advisors LLC213,207$7.71M0.89%+27,18213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP204,293$7.4M0.01%+38,30213F-HRTimelineGroup
ArchPoint Investors203,500$7.37M1.76%+4,50013F-HRTimeline
LGL PARTNERS, LLC201,750$7.31M3.01%+10,04113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO203,548$7.18M<0.01%+17,68713F-HR/ATimelineGroup
DIVERSIFIED TRUST CO193,111$6.99M0.13%-14,27713F-HRTimeline
Apella Capital, LLC171,105$6.8M0.1%new13F-HRTimeline
Heritage Trust Co187,784$6.79M0.68%+27,69513F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC185,944$6.73M0.08%+2,39713F-HRTimelineGroup
HighTower Advisors, LLC185,262$6.7M0.01%+62,21513F-HRTimeline
Financial Connections Group, Inc.178,032$6.44M2.24%-7,91413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC145,093$5.25M0.01%+7,41913F-HRTimeline
VICUS CAPITAL139,323$5.04M0.37%+113,37513F-HRTimeline
Argent Trust Co138,109$5M0.17%+15,67513F-HRTimeline
Hartford Financial Management Inc.137,840$4.99M1.27%new13F-HRTimeline
Tempus Wealth Planning, LLC132,256$4.79M1.1%-4,99413F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…126,575$4.58M0.17%+16,00613F-HRTimelineGroup
Triangle Securities Wealth Management121,885$4.41M1%+4,15513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Indivisible Partners113,303$4.1M0.36%+14,44013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp98,232$3.55M0.17%-7,34013F-HRTimelineGroup
Grantham, Mayo, Van Otterloo & Co. LLC94,480$3.42M0.01%+44,75213F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC92,371$3.34M0.03%+13,78013F-HRTimeline
Mutual Advisors, LLC92,058$3.33M0.07%+6,67713F-HRTimeline
Sprinkle Financial Consultants LLC87,268$3.16M1.46%+8,26413F-HRTimeline
Princeton Global Asset Management LLC86,849$3.14M0.51%-6,43913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP83,215$2.94M<0.01%+26,10613F-HRTimelineGroup
Commerce Advisors, LLC79,310$2.87M2.41%13F-HRTimeline
MCF Advisors LLC79,070$2.87M0.13%-25,95613F-HRTimeline
Wingate Wealth Advisors, Inc.73,835$2.67M1.43%013F-HRTimeline
Hollow Brook Wealth Management LLC68,458$2.48M0.63%+5,48313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp67,935$2.46M<0.01%-13113F-HRTimelineGroup
EQ LLC66,511$2.41M0.68%+9,60613F-HRTimeline
Fort Point Capital Partners LLC62,247$2.26M0.3%new13F-HRTimeline
Farther Finance Advisors, LLC61,024$2.23M0.02%-3,04013F-HRTimeline
Archer Investment Management, LLC61,200$2.21M0.93%-98,41413F-HRTimeline
Clarendon Private LLC60,198$2.18M1.67%+21,75813F-HRTimeline
Janney Montgomery Scott LLC58,503$2.12M0.01%-13,18013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/51,482$1.86M<0.01%new13F-HRTimelineGroup
Peak Asset Management, LLC50,451$1.83M0.32%-3,50613F-HRTimeline
Ironsides Asset Advisors, LLC49,873$1.8M0.45%new13F-HRTimeline
MAI Capital Management47,957$1.74M0.01%+1,25513F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC45,279$1.64M1.04%+8,48913F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.42,842$1.55M0.08%+25313F-HRTimelineGroup
Berkeley, Inc41,942$1.52M0.51%+4,20313F-HRTimeline
Arete Wealth Advisors, LLC40,475$1.46M0.11%+1,78513F-HR/ATimeline
Cambridge Investment Research Advisors,…37,788$1.37M<0.01%+23,48013F-HRTimeline
Prospera Financial Services Inc36,200$1.31M0.02%+2,50013F-HRTimeline
CIBC WORLD MARKET INC.35,029$1.27M<0.01%+30413F-HRTimeline
Nicholas Hoffman & Company, LLC.32,310$1.17M0.03%new13F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC29,838$1.08M0.19%-1,01813F-HR/ATimeline
Pathway Financial Advisors LLC28,743$1.05M0.13%013F-HRTimeline
Parallel Advisors, LLC28,819$1.04M0.02%+2,04413F-HR/ATimeline
Aspen Investment Management Inc27,800$1.01M0.31%+1,21013F-HRTimeline
Breakwater Capital Group24,449$885K0.12%+11,56813F-HRTimeline
LAM GROUP, INC.21,440$776K0.43%-1,49013F-HRTimeline
Bluesphere Advisors LLC19,797$716K0.25%new13F-HRTimeline
HighPoint Advisor Group LLC18,445$667K0.03%+57513F-HRTimeline
QUANTIFY CHAOS ADVISORS, LLC16,991$615K1.92%013F-HRTimeline
Quantinno Capital Management LP16,113$583K<0.01%new13F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …16,000$579K0.06%013F-HRTimelineGroup
Gryphon Financial Partners LLC15,999$579K0.06%013F-HRTimeline
Northside Capital Management, LLC15,680$567K0.05%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC14,908$539K<0.01%+6,51013F-HRTimelineGroup
Wealth Enhancement Trust Services, Inc.14,472$524K0.06%+25613F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA13,400$485K<0.01%new13F-HRTimelineGroup
WIN ADVISORS, INC12,532$453K0.21%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC12,403$449K<0.01%+64513F-HRTimelineGroup
Procyon Advisors, LLC12,167$440K0.02%-75,74113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…11,626$421K<0.01%+95613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY11,086$401K<0.01%+3,96413F-HRTimelineGroup
KFG WEALTH MANAGEMENT, LLC10,265$371K0.05%-1,17613F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…10,000$362K<0.01%-50013F-HRTimelineGroup
Private Advisor Group, LLC9,793$354K<0.01%013F-HRTimeline
Chemistry Wealth Management LLC9,779$354K0.06%-24313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN9,588$347K<0.01%+9,10913F-HR/ATimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.8,877$321K0.02%013F-HRTimelineGroup
BENEDICT FINANCIAL ADVISORS INC8,251$299K0.06%-24413F-HRTimeline
Dorsey & Whitney Trust CO LLC8,101$293K0.02%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC8,055$291K<0.01%+2,55813F-HRTimelineGroup
Innova Wealth Partners8,048$291K0.14%013F-HRTimeline
Broyhill Asset Management, LLC7,900$286K0.28%new13F-HRTimeline
Joel Isaacson & Co., LLC7,781$282K0.01%013F-HRTimeline
Owl Creek Wealth Partners LLC7,633$276K0.1%13F-HRTimeline
UBS Group AGin group UBS Group AG7,611$275K<0.01%+6713F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP6,908$250K<0.01%+18013F-HRTimelineGroup
Sunbelt Securities, Inc.6,765$245K0.02%+25013F-HRTimeline
NewEdge Advisors, LLC6,274$227K<0.01%-29513F-HR/ATimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC6,000$217K<0.01%new13F-HRTimelineGroup
Principia Wealth Advisory, LLC4,228$153K0.09%-39913F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…3,305$120K0.04%+713F-HRTimeline
Acumen Wealth Advisors, LLC2,180$79.1K0.02%-51,82413F-HRTimeline
PRIVATE TRUST CO NA2,000$72.4K0.01%-2,00013F-HRTimeline
TFC Financial Management, Inc.1,850$66.9K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,729$62.6K<0.01%-1,82113F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,268$45K<0.01%+80613F-HRTimelineGroup
Clarity Asset Management, Inc.944$34.2K0.02%+213F-HRTimeline
Advisory Services Network, LLC850$30.8K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.743$26.9K<0.01%+213F-HRTimeline
Sankala Group LLC752$26.8K0.02%+34213F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC695$25.1K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.666$24.1K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/566$20.5K<0.01%013F-HRTimelineGroup
1620 INVESTMENT ADVISORS, INC.450$16.3K0.01%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.274$10K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC237$8.57K<0.01%-4013F-HRTimelineGroup
CWM, LLCin group CWM, LLC220$7.96K<0.01%-1,34713F-HRTimelineGroup
IFP Advisors, Inc142$5.14K<0.01%013F-HRTimeline
TD Capital Management LLC122$4.42K<0.01%013F-HRTimeline
GAMMA Investing LLC37$1.34K<0.01%013F-HRTimeline
Coston, McIsaac & Partners7$00%013F-HRTimelineValue filed as zero, left out of ratios.