QLTI — GMO ETF Trust Institutional Holders · Q2 2026
Who owns GMO ETF Trust (QLTI)? 22 institutions reported holding $97.98M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Lazard Asset Management LLC ($39.4M), Beta Wealth Group, Inc. ($18.7M), Moneta Group Investment Advisors LLC ($11.2M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | LAZARD ASSET MANAGEMENT LLC | $39.4M | 1.5M | Added |
| 2 | Beta Wealth Group, Inc. | $18.7M | 691,497 | Added |
| 3 | MONETA GROUP INVESTMENT ADVISORS LLC | $11.2M | 412,710 | Added |
| 4 | HighTower Advisors, LLC | $10.5M | 387,989 | Added |
| 5 | Hartford Financial Management Inc. | $7.0M | 259,532 | Added |
| 6 | Berkeley, Inc | $3.6M | 134,347 | Trimmed |
| 7 | JANE STREET GROUP, LLC | $2.2M | 80,140 | Added |
| 8 | Grantham, Mayo, Van Otterloo & Co. LLC | $2.1M | 76,288 | Added |
| 9 | CITADEL ADVISORS LLC | $932,736 | 34,505 | Trimmed |
| 10 | Capital Investment Advisors, LLC | $815,012 | 30,150 | New |
| 11 | Dynamic Advisor Solutions LLC | $525,681 | 19,447 | Added |
| 12 | Orcam Financial Group | $351,415 | 13,000 | Added |
| 13 | Broyhill Asset Management, LLC | $302,757 | 11,200 | Hold |
| 14 | RAYMOND JAMES FINANCIAL INC | $254,262 | 9,406 | Trimmed |
| 15 | Parallel Advisors, LLC | $153,193 | 5,667 | Hold |
| 16 | UBS Group AG | $39,764 | 1,471 | Trimmed |
| 17 | MAI Capital Management | $0 | 0 | Exited |
| 18 | HRT FINANCIAL LP | $0 | 0 | Exited |
| 19 | Caprock Group, LLC | $0 | 0 | Exited |
| 20 | RPS ADVISORY SOLUTIONS LLC | $0 | 0 | Exited |
| 21 | Sankala Group LLC | $0 | 0 | Exited |
| 22 | GOLDMAN SACHS GROUP INC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30