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 | Added to | 2,657,417 | 99,602 | 1.79% | 1.94% | 1 | +14,479 | 0.55% | Q2 2026 | Jul 14, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 757,878 | 28,405 | 0.31% | 0.35% | 2 | +416 | 0.05% | Q2 2026 | Aug 03, 2026 |
| HighTower Advisors, LLC | History | Added to | 731,124 | 27,403 | 0.03% | 0.03% | 3 | +21,608 | 3.05% | Q2 2026 | Aug 05, 2026 |
| FIDELITY D & D BANCORP INC | History | Added to | 451,896 | 16,937 | 5.81% | 6.47% | 4 | +6,654 | 1.49% | Q2 2026 | Aug 05, 2026 |
| Maltin Wealth Management, Inc. | History | Added to | 272,404 | 10,209 | 3.41% | 3.62% | 5 | +10,607 | 4.05% | Q2 2026 | Jul 22, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 237,745 | 8,910 | 0.0% | 0.0% | 6 | +29,018 | 13.9% | Q2 2026 | Sep 23, 2026 |
| Beaumont Financial Advisors, LLC | History | New | 199,831 | 7,489 | 0.48% | — | 7 | +199,831 | New | Q2 2026 | Aug 04, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Added to | 108,193 | 4,055 | 0.01% | 0.01% | 8 | +10,269 | 10.49% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 107,744 | 4,038 | 0.0% | 0.0% | 9 | -271,655 | -71.6% | Q2 2026 | Aug 14, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 101,241 | 3,965 | 0.38% | 0.29% | 10 | +31,208 | 44.56% | Q2 2026 | Aug 04, 2026 |
| American Money Management, LLC | History | New | 78,524 | 2,943 | 0.42% | — | 11 | +78,524 | New | Q2 2026 | Aug 13, 2026 |
| Capital Investment Advisors, LLC | History | New | 56,696 | 2,125 | 0.03% | — | 12 | +56,696 | New | Q2 2026 | Aug 06, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 49,026 | 1,837 | 0.03% | — | 13 | +49,026 | New | Q2 2026 | Jul 21, 2026 |
| Pathway Financial Advisors LLC | History | Reduced | 47,468 | 1,806 | 0.21% | 0.23% | 14 | -2,365 | -4.75% | Q2 2026 | Jul 06, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 41,044 | 1,538 | 0.0% | 0.0% | 15 | -227,876 | -84.74% | Q2 2026 | Sep 02, 2026 |
| Essential Partners LLC | History | No change | 39,075 | 1,464 | 0.67% | 0.48% | 16 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 28,598 | 1,072 | 0.0% | 0.0% | 17 | +4,918 | 20.77% | Q2 2026 | Aug 05, 2026 |
| CIBC Bancorp USA Inc. | History | New | 27,862 | 1,044 | 0.0% | — | 18 | +27,862 | New | Q2 2026 | Aug 13, 2026 |
| Orcam Financial Group | History | Added to | 27,050 | 1,013 | 0.49% | 0.54% | 19 | +6,000 | 28.5% | Q2 2026 | Aug 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 24,735 | 927 | 0.01% | 0.01% | 20 | +2,450 | 10.99% | Q2 2026 | Jul 28, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 23,846 | 892 | 0.05% | 0.04% | 21 | +6,624 | 38.46% | Q2 2026 | Jul 22, 2026 |
| Hara Capital LLC | History | Reduced | 21,360 | 803 | 0.42% | 0.39% | 22 | -157 | -0.73% | Q2 2026 | Aug 11, 2026 |
| Cerro Pacific Wealth Advisors LLC | History | New | 20,284 | 760 | 0.17% | — | 23 | +20,284 | New | Q2 2026 | Jul 15, 2026 |
| Tempus Wealth Planning, LLC | History | Reduced | 18,220 | 682 | 0.13% | 0.66% | 24 | -60,510 | -76.86% | Q2 2026 | Jul 22, 2026 |
| LPL Financial LLC | History | Reduced | 17,306 | 648 | 0.0% | 0.0% | 25 | -6,477 | -27.23% | Q2 2026 | Aug 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 17,258 | 646 | 0.0% | 0.0% | 26 | -63,266 | -78.57% | Q2 2026 | Aug 14, 2026 |
| Prospera Financial Services Inc | History | Added to | 15,562 | 583 | 0.01% | 0.01% | 27 | +982 | 6.74% | Q2 2026 | Jul 15, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 15,335 | 574 | 0.0% | 0.0% | 28 | -438 | -2.78% | Q2 2026 | Jul 28, 2026 |
| Sunbelt Securities, Inc. | History | No change | 15,442 | 559 | 0.04% | 0.04% | 29 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 14,232 | 533 | 0.0% | 0.0% | 30 | +13,941 | 4790.72% | Q2 2026 | Aug 13, 2026 |
| Centurion Wealth Management LLC | History | Reduced | 11,250 | 421 | 0.1% | 0.1% | 31 | -500 | -4.26% | Q2 2026 | Jul 09, 2026 |
| Quantinno Capital Management LP | History | New | 9,801 | 367 | 0.0% | — | 32 | +9,801 | New | Q2 2026 | Aug 13, 2026 |
| Aspen Investment Management Inc | History | Reduced | 8,080 | 303 | 0.08% | 0.12% | 33 | -2,625 | -24.52% | Q2 2026 | Jul 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 7,910 | 296 | 0.0% | 0.0% | 34 | +3,830 | 93.87% | Q2 2026 | Aug 14, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | New | 6,549 | 245 | 0.15% | — | 35 | +6,549 | New | Q2 2026 | Jul 14, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 6,240 | 233 | 0.0% | 0.0% | 36 | +413 | 7.09% | Q2 2026 | Aug 13, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | New | 5,770 | 230 | 0.23% | — | 37 | +5,770 | New | Q2 2026 | Aug 06, 2026 |
| Focus Partners Wealth | History | New | 5,653 | 211 | 0.0% | — | 38 | +5,653 | New | Q2 2026 | Aug 12, 2026 |
| Creative Planning | History | New | 5,434 | 203 | 0.0% | — | 39 | +5,434 | New | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | New | 2,516 | 94 | 0.0% | — | 40 | +2,516 | New | Q2 2026 | Aug 13, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 2,400 | 89 | 0.06% | 0.03% | 41 | +1,200 | 100.0% | Q2 2026 | Jul 24, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,015 | 75 | 0.0% | 0.0% | 42 | +365 | 22.12% | Q2 2026 | Jul 17, 2026 |
| Coston, McIsaac & Partners | History | Added to | 1,600 | 59 | 0.01% | 0.01% | 43 | +614 | 62.27% | Q2 2026 | Aug 12, 2026 |
| Allied Private Wealth LLC | History | New | 1,426 | 54 | 0.03% | — | 44 | +1,426 | New | Q2 2026 | Jul 09, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 1,334 | 49 | 0.0% | 0.0% | 45 | -666 | -33.3% | Q2 2026 | Aug 12, 2026 |
| Signature Equity Partners, LLC | History | Added to | 1,317 | 49 | 0.02% | 0.02% | 46 | +532 | 67.77% | Q2 2026 | Jul 30, 2026 |
| TD Waterhouse Canada Inc. | History | New | 912 | 34 | 0.0% | — | 47 | +912 | New | Q2 2026 | Jul 27, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 500 | 18 | 0.0% | 0.01% | 48 | -1,500 | -75.0% | Q2 2026 | Sep 15, 2026 |
| MORGAN STANLEY | History | Reduced | 415 | 15 | 0.0% | 0.0% | 49 | -725 | -63.6% | Q2 2026 | Aug 13, 2026 |
| PRIVATE TRUST CO NA | History | New | 417 | 15 | 0.0% | — | 50 | +417 | New | Q2 2026 | Jul 28, 2026 |
| Your Advocates Ltd., LLP | History | No change | 370 | 13 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Community Bank, N.A. | History | No change | 291 | 10 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | New | 199 | 7 | 0.0% | — | 53 | +199 | New | Q2 2026 | Jul 30, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 125 | 4 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | New | 100 | 3 | 0.0% | — | 55 | +100 | New | Q2 2026 | Aug 12, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,322 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Colonial Trust Co / SC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,000 | -100.0% | Q2 2026 | Aug 11, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -590 | -100.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | Closed out | 0 | 0 | — | 0.0% | — | -329 | -100.0% | Q2 2026 | Aug 05, 2026 |