GMOI institutional holders

GMO ETF TRUST · 13F, 2026Q2

Managers holding53
Shares held6,291,078
Reported value$236.0m
Quarter flows17 new, 20 added, 12 trimmed, 6 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC2,657,417$99.6m1.8%
PINNACLE ASSOCIATES LTD757,878$28.4m0.3%
HighTower Advisors, LLC731,124$27.4m0.0%
FIDELITY D & D BANCORP INC451,896$16.9m5.8%
Maltin Wealth Management, Inc.272,404$10.2m3.4%
ENVESTNET ASSET MANAGEMENT INC237,745$8.9m0.0%
Beaumont Financial Advisors, LLC199,831$7.5m0.5%
Grantham, Mayo, Van Otterloo & Co. LLC108,193$4.1m0.0%
JANE STREET GROUP, LLC107,744$4.0m0.0%
New England Private Wealth Advisors LLC101,241$4.0m0.4%
American Money Management, LLC78,524$2.9m0.4%
Capital Investment Advisors, LLC56,696$2.1m0.0%
J.W. COLE ADVISORS, INC.49,026$1.8m0.0%
Pathway Financial Advisors LLC47,468$1.8m0.2%
CITADEL ADVISORS LLC41,044$1.5m0.0%
Essential Partners LLC39,075$1.5m0.7%
Janney Montgomery Scott LLC28,598$1.1m0.0%
CIBC Bancorp USA Inc.27,862$1.0m0.0%
Orcam Financial Group27,050$1.0m0.5%
KESTRA PRIVATE WEALTH SERVICES, LLC24,735$927,0980.0%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC23,846$892,5560.0%
Hara Capital LLC21,360$803,8200.4%
Cerro Pacific Wealth Advisors LLC20,284$760,2610.2%
Tempus Wealth Planning, LLC18,220$682,9000.1%
LPL Financial LLC17,306$648,6430.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("GMOI"). GMOI price history · All 13F data

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