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 | No change | 2,657,417 | 99,602 | 1.79% | 1.79% | 1 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 757,878 | 28,405 | 0.31% | 0.31% | 2 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HighTower Advisors, LLC | History | No change | 731,124 | 27,403 | 0.03% | 0.03% | 3 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIDELITY D & D BANCORP INC | History | No change | 451,896 | 16,937 | 5.81% | 5.81% | 4 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Maltin Wealth Management, Inc. | History | No change | 272,404 | 10,209 | 3.41% | 3.41% | 5 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 237,745 | 8,910 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 199,831 | 7,489 | 0.48% | 0.48% | 7 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | No change | 108,193 | 4,055 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 107,744 | 4,038 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| New England Private Wealth Advisors LLC | History | No change | 101,241 | 3,965 | 0.38% | 0.38% | 10 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| American Money Management, LLC | History | No change | 78,524 | 2,943 | 0.42% | 0.42% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Investment Advisors, LLC | History | No change | 56,696 | 2,125 | 0.03% | 0.03% | 12 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pathway Financial Advisors LLC | History | Reduced | 47,423 | 1,880 | 0.21% | 0.21% | 13 | -45 | -0.09% | Q3 2026 | Oct 07, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 49,026 | 1,837 | 0.03% | 0.03% | 14 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CITADEL ADVISORS LLC | History | No change | 41,044 | 1,538 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Essential Partners LLC | History | No change | 39,075 | 1,464 | 0.67% | 0.67% | 16 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 27,734 | 1,099 | 0.01% | 0.0% | 17 | +25,719 | 1276.38% | Q3 2026 | Oct 08, 2026 |
| Janney Montgomery Scott LLC | History | No change | 28,598 | 1,072 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 27,862 | 1,044 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Orcam Financial Group | History | No change | 27,050 | 1,013 | 0.49% | 0.49% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 24,735 | 927 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 23,846 | 892 | 0.05% | 0.05% | 22 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Hara Capital LLC | History | No change | 21,360 | 803 | 0.42% | 0.42% | 23 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cerro Pacific Wealth Advisors LLC | History | No change | 20,284 | 760 | 0.17% | 0.17% | 24 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Tempus Wealth Planning, LLC | History | No change | 18,220 | 682 | 0.13% | 0.13% | 25 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| LPL Financial LLC | History | No change | 17,306 | 648 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 17,258 | 646 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prospera Financial Services Inc | History | No change | 15,562 | 583 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 15,335 | 574 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 14,232 | 533 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Centurion Wealth Management LLC | History | No change | 11,250 | 421 | 0.1% | 0.1% | 31 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Quantinno Capital Management LP | History | No change | 9,801 | 367 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aspen Investment Management Inc | History | No change | 8,080 | 303 | 0.08% | 0.08% | 33 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 7,910 | 296 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 6,549 | 245 | 0.15% | 0.15% | 35 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 6,240 | 233 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | No change | 5,770 | 230 | 0.23% | 0.23% | 37 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Focus Partners Wealth | History | No change | 5,653 | 211 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Creative Planning | History | No change | 5,434 | 203 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 2,516 | 94 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Reduced | 2,329 | 92 | 0.06% | 0.06% | 41 | -71 | -2.96% | Q3 2026 | Oct 09, 2026 |
| Coston, McIsaac & Partners | History | No change | 1,600 | 59 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allied Private Wealth LLC | History | No change | 1,426 | 54 | 0.03% | 0.03% | 43 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,334 | 49 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Signature Equity Partners, LLC | History | No change | 1,317 | 49 | 0.02% | 0.02% | 45 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 912 | 34 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Anchor Investment Management, LLC | History | No change | 500 | 18 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| MORGAN STANLEY | History | No change | 415 | 15 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 417 | 15 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Your Advocates Ltd., LLP | History | No change | 370 | 13 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Community Bank, N.A. | History | No change | 291 | 10 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | No change | 199 | 7 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 125 | 4 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 100 | 3 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |