# GMO ETF TRUST (QLTI)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/QLTI/

- Reporting holders: 17
- Reported value: $99.2M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [LAZARD ASSET MANAGEMENT LLC](https://holderbook.com/funds/1207017-lazard-asset-management-llc/) | $39.4M | 1,457,374 | 0.1% | 5 |
| [Beta Wealth Group, Inc.](https://holderbook.com/funds/1594417-beta-wealth-group-inc/) | $18.7M | 691,497 | 7.0% | 6 |
| [MONETA GROUP INVESTMENT ADVISORS LLC](https://holderbook.com/funds/1120927-moneta-group-investment-advisors-llc/) | $11.2M | 412,710 | 0.1% | 3 |
| [HighTower Advisors, LLC](https://holderbook.com/funds/1462245-hightower-advisors-llc/) | $10.5M | 387,989 | 0.0% | 2 |
| [Hartford Financial Management Inc.](https://holderbook.com/funds/1352526-hartford-financial-management-inc/) | $7.0M | 259,532 | 1.6% | 2 |
| [Berkeley, Inc](https://holderbook.com/funds/2051965-berkeley-inc/) | $3.6M | 134,347 | 1.1% | 6 |
| [JANE STREET GROUP, LLC](https://holderbook.com/funds/1595888-jane-street-group-llc/) | $2.2M | 80,140 | 0.0% | 4 |
| [Grantham, Mayo, Van Otterloo & Co. LLC](https://holderbook.com/funds/1352662-grantham-mayo-van-otterloo-co-llc/) | $2.1M | 76,288 | 0.0% | 3 |
| [CITADEL ADVISORS LLC](https://holderbook.com/funds/1423053-citadel-advisors-llc/) | $1.9M | 69,010 | 0.0% | 3 |
| [Capital Investment Advisors, LLC](https://holderbook.com/funds/1582732-capital-investment-advisors-llc/) | $815.0K | 30,150 | 0.0% | 1 |
| [Broyhill Asset Management, LLC](https://holderbook.com/funds/1966057-broyhill-asset-management-llc/) | $605.5K | 22,400 | 0.3% | 2 |
| [Dynamic Advisor Solutions LLC](https://holderbook.com/funds/1599747-dynamic-advisor-solutions-llc/) | $525.7K | 19,447 | 0.0% | 3 |
| [Orcam Financial Group](https://holderbook.com/funds/1905367-orcam-financial-group/) | $351.4K | 13,000 | 0.2% | 6 |
| [RAYMOND JAMES FINANCIAL INC](https://holderbook.com/funds/720005-raymond-james-financial-inc/) | $254.3K | 9,406 | 0.0% | 3 |
| [Parallel Advisors, LLC](https://holderbook.com/funds/1690010-parallel-advisors-llc/) | $153.2K | 5,667 | 0.0% | 5 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $39.8K | 1,471 | 0.0% | 2 |
| [MERCER GLOBAL ADVISORS INC /ADV](https://holderbook.com/funds/853758-mercer-global-advisors-inc-adv/) | $17.4K | 643 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 17 | $99.2M |
| Q1 2026 | 21 | $82.5M |
| Q4 2025 | 19 | $76.0M |
| Q3 2025 | 12 | $46.8M |
| Q2 2025 | 9 | $34.4M |
| Q1 2025 | 7 | $18.1M |
| Q4 2024 | 2 | $518.6K |