GMO ETF TRUST (GMOI)
Institutional ownership reported to the SEC as of Q2 2026, across 7 quarters.
52
Reporting holders
$234.9M
Reported value
0.0%
Held as options
+12
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $99.6M | 2,657,417 | 1.79% | 2q | +0.5%+$542.7K |
| PINNACLE ASSOCIATES LTD | $28.4M | 757,878 | 0.31% | 7q | HELD |
| HighTower Advisors, LLC | $27.4M | 731,124 | 0.03% | 6q | +3.0%+$809.9K |
| FIDELITY D & D BANCORP INC | $16.9M | 451,896 | 5.81% | 3q | +1.5%+$249.4K |
| Maltin Wealth Management, Inc. | $10.2M | 272,404 | 3.41% | 5q | +4.1%+$397.6K |
| ENVESTNET ASSET MANAGEMENT INC | $8.9M | 237,745 | 0.00% | 2q | +13.9%+$1.1M |
| Beaumont Financial Advisors, LLC | $7.5M | 199,831 | 0.48% | new | NEW |
| Grantham, Mayo, Van Otterloo & Co. LLC | $4.1M | 108,193 | 0.01% | 3q | +10.5%+$384.9K |
| JANE STREET GROUP, LLC | $4.0M | 107,744 | 0.00% | 7q | -71.6%-$10.2M |
| New England Private Wealth Advisors LLC | $4.0M | 101,241 | 0.38% | 2q | +44.6%+$1.2M |
| American Money Management, LLC | $2.9M | 78,524 | 0.42% | new | NEW |
| Capital Investment Advisors, LLC | $2.1M | 56,696 | 0.03% | new | NEW |
| J.W. COLE ADVISORS, INC. | $1.8M | 49,026 | 0.03% | new | NEW |
| Pathway Financial Advisors LLC | $1.8M | 47,468 | 0.21% | 6q | -4.7%-$90.0K |
| CITADEL ADVISORS LLC | $1.5M | 41,044 | 0.00% | 2q | -84.7%-$8.5M |
| Essential Partners LLC | $1.5M | 39,075 | 0.67% | 5q | HELD |
| CIBC Bancorp USA Inc. | $1.0M | 27,862 | 0.00% | new | NEW |
| Orcam Financial Group | $1.0M | 27,050 | 0.50% | 3q | +28.5%+$224.9K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $927.1K | 24,735 | 0.01% | 6q | +11.0%+$91.8K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $892.6K | 23,846 | 0.05% | 3q | +38.5%+$247.9K |
| Hara Capital LLC | $803.8K | 21,360 | 0.42% | 7q | -0.7%-$5.9K |
| Cerro Pacific Wealth Advisors LLC | $760.3K | 20,284 | 0.17% | new | NEW |
| Tempus Wealth Planning, LLC | $682.9K | 18,220 | 0.13% | 2q | -76.9%-$2.3M |
| LPL Financial LLC | $648.6K | 17,306 | 0.00% | 3q | -27.2%-$242.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $646.8K | 17,258 | 0.00% | 2q | -78.6%-$2.4M |
| Prospera Financial Services Inc | $583.3K | 15,562 | 0.01% | 4q | +6.7%+$36.8K |
| TRUIST FINANCIAL CORP | $574.8K | 15,335 | 0.00% | 2q | -2.8%-$16.4K |
| Steward Partners Investment Advisory, LLC | $533.4K | 14,232 | 0.00% | 2q | +4790.7%+$522.5K |
| Centurion Wealth Management LLC | $421.7K | 11,250 | 0.10% | 4q | -4.3%-$18.7K |
| Quantinno Capital Management LP | $367.3K | 9,801 | 0.00% | new | NEW |
| Curated Wealth Partners LLC | $349.5K | 8,600 | 0.02% | new | NEW |
| OSAIC HOLDINGS, INC. | $296.5K | 7,910 | 0.00% | 2q | +93.9%+$143.5K |
| 1620 INVESTMENT ADVISORS, INC. | $245.5K | 6,549 | 0.15% | new | NEW |
| Sanctuary Advisors, LLC | $233.9K | 6,240 | 0.00% | 2q | +7.1%+$15.5K |
| ARBOR CAPITAL MANAGEMENT INC /ADV | $230.5K | 5,770 | 0.23% | new | NEW |
| Focus Partners Wealth | $211.9K | 5,653 | 0.00% | new | NEW |
| Creative Planning | $203.7K | 5,434 | 0.00% | new | NEW |
| UBS Group AG | $94.3K | 2,516 | 0.00% | new | NEW |
| GILPIN WEALTH MANAGEMENT, LLC | $90.0K | 2,400 | 0.06% | 2q | +100.0%+$45.0K |
| Farther Finance Advisors, LLC | $75.8K | 2,015 | 0.00% | 4q | +22.1%+$13.7K |
| Allied Private Wealth LLC | $54.1K | 1,426 | 0.03% | new | FIRST |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $50.0K | 1,334 | 0.00% | 2q | -33.3%-$25.0K |
| Signature Equity Partners, LLC | $49.4K | 1,317 | 0.02% | 2q | +67.8%+$19.9K |
| TD Waterhouse Canada Inc. | $34.1K | 912 | 0.00% | new | NEW |
| PRIVATE TRUST CO NA | $15.6K | 417 | 0.00% | new | NEW |
| MORGAN STANLEY | $15.6K | 415 | 0.00% | 5q | -63.6%-$27.2K |
| Your Advocates Ltd., LLP | $13.9K | 370 | 0.00% | 2q | HELD |
| Community Bank, N.A. | $10.9K | 291 | 0.00% | 2q | HELD |
| ASSETMARK, INC | $7.5K | 199 | 0.00% | new | NEW |
| MONTAG A & ASSOCIATES INC | $4.7K | 125 | 0.00% | 3q | HELD |
| BROWN BROTHERS HARRIMAN & CO | $3.7K | 100 | 0.00% | new | NEW |
| Janney Montgomery Scott LLC | $1.1K | 28,598 | 0.00% | 2q | +20.8% |
| MERCER GLOBAL ADVISORS INC /ADV | $1.0K | 28 | 0.00% | new | NEW |
| Aspen Investment Management Inc | $303 | 8,080 | 0.08% | 3q | -24.5% |
| Coston, McIsaac & Partners | $59 | 1,600 | 0.01% | 4q | +62.3% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 52 | $234.9M | 6,261,428 | 18 | 17 | 11 | 0.0% |
| Q1 2026 | 40 | $227.8M | 6,285,861 | 18 | 14 | 3 | 0.0% |
| Q4 2025 | 24 | $77.0M | 2,292,275 | 6 | 9 | 3 | 0.0% |
| Q3 2025 | 20 | $51.1M | 1,646,420 | 8 | 6 | 4 | 0.0% |
| Q2 2025 | 15 | $44.2M | 1,514,886 | 4 | 6 | 2 | 0.0% |
| Q1 2025 | 11 | $31.8M | 1,191,377 | 4 | 4 | 1 | 0.0% |
| Q4 2024 | 7 | $9.4M | 395,279 | 7 | 0 | 0 | 0.0% |