2023 ETF SERIES TRUST II

QLTY

Data as of Q4 2025

Track which institutional investors hold this security, how their positions are changing, and whether consensus is bullish or bearish. Listed on US.

SymbolQLTY

CUSIP90139K100

Type

etf

ClassGMO US QUALITY E

SEC EDGAR Source

Institutional Holders

Total Institutional Value

$745.1M

Institutional Consensus

Price History

Institutional Holders(Showing 5 of 42)

Filer	Action	Shares	Value	Portfolio Weight	Est. P&L	Conviction
Merit Financial Group, LLC	Increased	7.5M(+6.7%)	$288.2M	2.3%	+18.27%	57
LAZARD ASSET MANAGEMENT LLC	Increased	2.5M(+65.1%)	$96.2M	0.2%	+10.38%	52
BROWN BROTHERS HARRIMAN & CO	Increased	2.2M(+138.1%)	$86.2M	0.5%	+3.58%	57
Focus Partners Wealth	Increased	1.9M(+65.8%)	$72.6M	0.1%	+11.00%	43
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	760,417(+512.7%)	$30.2M	0.0%	+1.86%	46

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