GMO ETF Trust - GMOI
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | New | 2,642,938 | 95,753 | 1.94% | — | 1 | +2,642,938 | New | Q1 2026 | Apr 15, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 757,462 | 27,442 | 0.35% | 0.27% | 2 | +123,457 | 19.47% | Q1 2026 | Apr 21, 2026 |
| HighTower Advisors, LLC | History | Reduced | 709,516 | 25,705 | 0.03% | 0.03% | 3 | -11,277 | -1.56% | Q1 2026 | May 05, 2026 |
| FIDELITY D & D BANCORP INC | History | Added to | 445,242 | 16,131 | 6.47% | 6.21% | 4 | +17,305 | 4.04% | Q1 2026 | Apr 30, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 379,399 | 13,745 | 0.0% | 0.0% | 5 | +367,698 | 3142.45% | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | New | 268,920 | 9,742 | 0.0% | — | 6 | +268,920 | New | Q1 2026 | May 15, 2026 |
| Maltin Wealth Management, Inc. | History | Added to | 261,797 | 9,484 | 3.62% | 2.14% | 7 | +101,887 | 63.72% | Q1 2026 | Apr 21, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 208,727 | 7,562 | 0.0% | — | 8 | +208,727 | New | Q1 2026 | May 04, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Added to | 97,924 | 3,547 | 0.01% | 0.0% | 9 | +41,854 | 74.65% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 80,524 | 2,917 | 0.0% | — | 10 | +80,524 | New | Q1 2026 | May 15, 2026 |
| Tempus Wealth Planning, LLC | History | New | 78,730 | 2,852 | 0.66% | — | 11 | +78,730 | New | Q1 2026 | Apr 28, 2026 |
| New England Private Wealth Advisors LLC | History | New | 70,033 | 2,537 | 0.29% | — | 12 | +70,033 | New | Q1 2026 | May 08, 2026 |
| Pathway Financial Advisors LLC | History | Added to | 49,833 | 1,822 | 0.23% | 0.21% | 13 | +445 | 0.9% | Q1 2026 | Apr 07, 2026 |
| Essential Partners LLC | History | No change | 39,075 | 1,415 | 0.48% | 0.4% | 14 | 0 | 0.0% | Q1 2026 | May 21, 2026 |
| LPL Financial LLC | History | Reduced | 23,783 | 861 | 0.0% | 0.0% | 15 | -7,947 | -25.05% | Q1 2026 | May 06, 2026 |
| Janney Montgomery Scott LLC | History | New | 23,680 | 858 | 0.0% | — | 16 | +23,680 | New | Q1 2026 | Apr 22, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 22,285 | 807 | 0.01% | 0.01% | 17 | +5,375 | 31.79% | Q1 2026 | Apr 20, 2026 |
| Hara Capital LLC | History | Reduced | 21,517 | 779 | 0.39% | 0.48% | 18 | -4,268 | -16.55% | Q1 2026 | May 14, 2026 |
| Orcam Financial Group | History | Added to | 21,050 | 762 | 0.54% | 0.36% | 19 | +6,600 | 45.67% | Q1 2026 | May 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 17,222 | 630 | 0.04% | 0.02% | 20 | +9,415 | 120.6% | Q1 2026 | May 01, 2026 |
| TRUIST FINANCIAL CORP | History | New | 15,773 | 571 | 0.0% | — | 21 | +15,773 | New | Q1 2026 | Apr 27, 2026 |
| Sunbelt Securities, Inc. | History | No change | 15,442 | 559 | 0.04% | 0.03% | 22 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Prospera Financial Services Inc | History | Added to | 14,580 | 528 | 0.01% | 0.01% | 23 | +2,465 | 20.35% | Q1 2026 | Apr 14, 2026 |
| Centurion Wealth Management LLC | History | Added to | 11,750 | 425 | 0.1% | 0.07% | 24 | +1,750 | 17.5% | Q1 2026 | Apr 10, 2026 |
| Aspen Investment Management Inc | History | Reduced | 10,705 | 388 | 0.12% | 0.13% | 25 | -1,875 | -14.9% | Q1 2026 | Apr 15, 2026 |
| GTS SECURITIES LLC | History | New | 9,322 | 337 | 0.01% | — | 26 | +9,322 | New | Q1 2026 | May 14, 2026 |
| Sanctuary Advisors, LLC | History | New | 5,827 | 211 | 0.0% | — | 27 | +5,827 | New | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | New | 4,080 | 147 | 0.0% | — | 28 | +4,080 | New | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 2,000 | 72 | 0.0% | — | 29 | +2,000 | New | Q1 2026 | May 07, 2026 |
| Anchor Investment Management, LLC | History | No change | 2,000 | 72 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Colonial Trust Co / SC | History | No change | 2,000 | 72 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,650 | 60 | 0.0% | 0.0% | 32 | +850 | 106.25% | Q1 2026 | Apr 07, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 1,200 | 43 | 0.03% | — | 33 | +1,200 | New | Q1 2026 | Apr 21, 2026 |
| MORGAN STANLEY | History | Added to | 1,140 | 41 | 0.0% | 0.0% | 34 | +415 | 57.24% | Q1 2026 | May 15, 2026 |
| Coston, McIsaac & Partners | History | Added to | 986 | 35 | 0.01% | 0.01% | 35 | +246 | 33.24% | Q1 2026 | Apr 22, 2026 |
| Signature Equity Partners, LLC | History | New | 785 | 28 | 0.02% | — | 36 | +785 | New | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | Added to | 590 | 21 | 0.0% | 0.0% | 37 | +250 | 73.53% | Q1 2026 | May 15, 2026 |
| Your Advocates Ltd., LLP | History | New | 370 | 13 | 0.0% | — | 38 | +370 | New | Q1 2026 | Apr 29, 2026 |
| Western Wealth Management, LLC | History | New | 339 | 12 | 0.0% | — | 39 | +339 | New | Q1 2026 | May 19, 2026 |
| FIFTH THIRD BANCORP | History | New | 329 | 11 | 0.0% | — | 40 | +329 | New | Q1 2026 | May 01, 2026 |
| Community Bank, N.A. | History | New | 291 | 10 | 0.0% | — | 41 | +291 | New | Q1 2026 | May 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 291 | 10 | 0.0% | — | 42 | +291 | New | Q1 2026 | May 08, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 125 | 4 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.04% | — | -52,060 | -100.0% | Q1 2026 | Apr 23, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -1,107 | -100.0% | Q1 2026 | May 05, 2026 |