6 institutions reported holding $30.2M of GMO ETF TRUST (QLTI) in SEC 13F filings for 2026-06-30. Largest institutional holders: Beta Wealth Group, Inc. ($18.7M), Hartford Financial Management Inc. ($7.0M), Berkeley, Inc ($3.6M), Dynamic Advisor Solutions LLC ($525,681), Broyhill Asset Management, LLC ($302,757). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Beta Wealth Group, Inc. | $18.7M | 691,497 | Added |
| 2 | Hartford Financial Management Inc. | $7.0M | 259,532 | Added |
| 3 | Berkeley, Inc | $3.6M | 134,347 | Trimmed |
| 4 | Dynamic Advisor Solutions LLC | $525,681 | 19,447 | Added |
| 5 | Broyhill Asset Management, LLC | $302,757 | 11,200 | Hold |
| 6 | Caprock Group, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30