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Public ownership evidence

GMO U.S. Quality ETF (QLTY) Ownership Disclosures

Read QLTY insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-28160,247$6,674,675None
Principia Wealth Advisory, LLC2026-06-302026-08-273,890$161,902None
Principia Wealth Advisory, LLC2026-03-312026-08-274,228$152,526None
Sankala Group LLC2026-06-302026-08-191,358$58,186None
Corient Private Wealth LP2026-06-302026-08-18162,843$6,782,688None
Stonehage Fleming Financial Services Holdings Ltd2026-06-302026-08-1813,917$579,225None
Stonehage Fleming Financial Services Holdings Ltd2026-06-302026-08-18171,245$7,127,216None
Modern Wealth Management, LLC2026-06-302026-08-152,002,727$83,353,511None
Mutual Advisors, LLC2026-06-302026-08-1593,106$3,875,051None
IFG Advisory, LLC2026-06-302026-08-15181,730$7,563,613None
OSAIC HOLDINGS, INC.2026-06-302026-08-1543,911$1,827,594None
OSAIC HOLDINGS, INC.2026-06-302026-08-15252,108$10,492,572None
Fort Point Capital Partners LLC2026-06-302026-08-1562,247$2,595,414None
Global Endowment Management, LP2026-06-302026-08-1516,000$666,000None
Ancora Advisors LLC2026-06-302026-08-1568$2,830None
&PARTNERS2026-06-302026-08-15280,149$11,664,911None
LAZARD ASSET MANAGEMENT LLC2026-06-302026-08-151,283,253$53,460,683None
LAZARD ASSET MANAGEMENT LLC2026-06-302026-08-151,603,042$66,718,608None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-15126,379$5,162,582None
MAI Capital Management2026-06-302026-08-1548,428$2,015,574None
MAI Capital Management2026-06-302026-08-152,268$94,578None
Cerity Partners LLC2026-06-302026-08-158,055$335,252None
Alvarez & Marsal Private Wealth Partners, LLC2026-06-302026-08-151,707,844$71,198,560None
Hollow Brook Wealth Management LLC2026-06-302026-08-1572,709$3,031,631None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-15100,012$4,162,483None
ROYAL BANK OF CANADA2026-06-302026-08-15200$8,000None
ROYAL BANK OF CANADA2026-06-302026-08-15262$11,000None
ROYAL BANK OF CANADA2026-06-302026-08-15806$34,000None
MONETA GROUP INVESTMENT ADVISORS LLC2026-06-302026-08-151,033,871$43,029,711None
D. E. Shaw & Co., Inc.2026-06-302026-08-156,499$270,488None
Dorsey & Whitney Trust CO LLC2026-06-302026-08-158,101$337,164None
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV2026-06-302026-08-15148,114$6,164,505None
Peak Asset Management, LLC2026-06-302026-08-1553,660$2,233,330None
FIRST MANHATTAN CO. LLC.2026-06-302026-08-15431,225$17,947,585None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15272,169$11,327,680None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15697,772$29,041,277None
WELLS FARGO & COMPANY/MN2026-06-302026-08-153,029$126,067None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1521$874None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1562,336$2,594,424None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1552,432$2,182,213None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1561,150$2,545,063None
Pathstone Holdings, LLC2026-06-302026-08-146,000$249,720None
Alpha Advisors, LLC/VA2026-06-302026-08-14319,954$13,316,566None
Quantinno Capital Management LP2026-06-302026-08-1427,769$1,155,746None
UBS Group AG2026-06-302026-08-147,478$311,234None
Trustees of Dartmouth College2026-06-302026-08-143,847,712$160,141,774None
CIBC WORLD MARKET INC.2026-06-302026-08-1433,225$1,382,825None
ArchPoint Investors2026-06-302026-08-14203,500$8,485,014None
AIA Group Ltd2026-06-302026-08-1415,149,511$630,522,648None
Grantham, Mayo, Van Otterloo & Co. LLC2026-06-302026-08-1498,087$4,082,381None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗Principia Wealth Advisory, LLC ↗Principia Wealth Advisory, LLC ↗Sankala Group LLC ↗Corient Private Wealth LP ↗Stonehage Fleming Financial Services Holdings Ltd ↗Stonehage Fleming Financial Services Holdings Ltd ↗Modern Wealth Management, LLC ↗Mutual Advisors, LLC ↗IFG Advisory, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.