GMOI Institutional Ownership & Shareholders
GMO INTERNATIONAL VALUE ETF (GMOI) is currently held by 48 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $262.87M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Signature Estate & Investment Advisors Llc is currently the largest disclosed institutional shareholder of GMOI tracked by InsiderSet, reporting ownership valued at approximately $145.58M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $147.97M, representing an estimated gain of +1.64% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 91% of the total disclosed GMOI value among the investors covered in this analysis. Major shareholders include Signature Estate & Investment Advisors Llc, Pinnacle Associates Ltd, Fidelity D & D Bancorp Inc, and several other long-term asset managers with concentrated positions in GMO INTERNATIONAL VALUE ETF (GMOI).
This page ranks the largest institutional GMOI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
48
Total Reported Value
$262.87M
Largest Holder
Signature Estate & Investment Advisors Llc
Largest Position
$145.58M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
63
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Signature Estate & Investment Advisors Llc | 2.57% | 3,671,721 | $145,583,753 | $147,970,356 | +$2,386,603 | +1.64% | |
| Pinnacle Associates Ltd | 0.33% | 753,102 | $29,860,494 | $30,350,011 | +$489,517 | +1.64% | |
| Fidelity D & D Bancorp Inc | 5.81% | 451,896 | $16,937,424 | $18,211,409 | +$1,273,985 | +7.52% | |
| Maltin Wealth Management, Inc. | 3.56% | 272,960 | $10,822,876 | $11,000,288 | +$177,412 | +1.64% | |
| Beaumont Financial Advisors, Llc | 0.57% | 227,694 | $9,028,053 | $9,176,068 | +$148,015 | +1.64% | |
| Envestnet Asset Management Inc | 0.00% | 237,745 | $8,910,873 | $9,581,124 | +$670,251 | +7.52% | |
| Capital Investment Advisors, Llc | 0.07% | 124,784 | $4,947,672 | $5,028,795 | +$81,123 | +1.64% | |
| Grantham, Mayo, Van Otterloo & Co. Llc | 0.01% | 108,193 | $4,055,160 | $4,360,178 | +$305,018 | +7.52% | |
| New England Private Wealth Advisors Llc | 0.39% | 101,890 | $4,039,931 | $4,106,167 | +$66,236 | +1.64% | |
| Jane Street Group, Llc | 0.00% | 107,744 | $4,038,331 | $4,342,083 | +$303,752 | +7.52% | |
| American Money Management, Llc | 0.42% | 78,524 | $2,943,142 | $3,164,517 | +$221,375 | +7.52% | |
| Pathway Financial Advisors Llc | 0.21% | 47,423 | $1,880,322 | $1,911,147 | +$30,825 | +1.64% | |
| J.W. Cole Advisors, Inc. | 0.03% | 49,026 | $1,837,520 | $1,975,748 | +$138,228 | +7.52% | |
| Tempus Wealth Planning, Llc | 0.30% | 39,240 | $1,555,866 | $1,581,372 | +$25,506 | +1.64% | |
| Essential Partners Llc | 0.71% | 39,104 | $1,550,467 | $1,575,891 | +$25,424 | +1.64% | |
| Citadel Advisors Llc | 0.00% | 41,044 | $1,538,362 | $1,654,073 | +$115,711 | +7.52% | |
| International Assets Investment Management, Llc | 0.07% | 100,000 | $1,236,746 | $4,030,000 | +$2,793,254 | +225.86% | |
| Farther Finance Advisors, Llc | 0.01% | 27,734 | $1,099,653 | $1,117,680 | +$18,027 | +1.64% | |
| Janney Montgomery Scott Llc | 0.00% | 28,598 | $1,072,000 | $1,152,499 | +$80,499 | +7.51% | |
| Cibc Bancorp Usa Inc. | 0.00% | 27,862 | $1,044,290 | $1,122,839 | +$78,549 | +7.52% | |
| Orcam Financial Group | 0.50% | 27,050 | $1,013,856 | $1,090,115 | +$76,259 | +7.52% | |
| Cerro Pacific Wealth Advisors Llc | 0.20% | 23,572 | $934,616 | $949,952 | +$15,336 | +1.64% | |
| Hara Capital Llc | 0.38% | 20,120 | $797,758 | $810,836 | +$13,078 | +1.64% | |
| Lpl Financial Llc | 0.00% | 17,306 | $648,643 | $697,432 | +$48,789 | +7.52% | |
| Susquehanna International Group, Llp | 0.00% | 17,258 | $646,844 | $695,497 | +$48,653 | +7.52% | |
| Truist Financial Corp | 0.00% | 15,162 | $601,173 | $611,029 | +$9,856 | +1.64% | |
| Prospera Financial Services Inc | 0.01% | 15,562 | $583,261 | $627,149 | +$43,888 | +7.52% | |
| Sunbelt Securities, Inc. | 0.04% | 15,442 | $559,481 | $622,313 | +$62,832 | +11.23% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 14,232 | $533,415 | $573,550 | +$40,135 | +7.52% | |
| Centurion Wealth Management Llc | 0.12% | 12,094 | $479,528 | $487,388 | +$7,860 | +1.64% | |
| Quantinno Capital Management Lp | 0.00% | 9,801 | $367,349 | $394,980 | +$27,631 | +7.52% | |
| Aspen Investment Management Inc | 0.08% | 8,080 | $303,000 | $325,624 | +$22,624 | +7.47% | |
| Osaic Holdings, Inc. | 0.00% | 7,910 | $296,458 | $318,773 | +$22,315 | +7.53% | |
| 1620 Investment Advisors, Inc. | 0.15% | 6,549 | $245,462 | $263,925 | +$18,463 | +7.52% | |
| Sanctuary Advisors, Llc | 0.00% | 6,240 | $233,880 | $251,472 | +$17,592 | +7.52% | |
| Focus Partners Wealth | 0.00% | 5,653 | $211,879 | $227,816 | +$15,937 | +7.52% | |
| Ubs Group Ag | 0.00% | 2,516 | $94,302 | $101,395 | +$7,093 | +7.52% | |
| Gilpin Wealth Management, Llc | 0.06% | 2,329 | $92,345 | $93,859 | +$1,514 | +1.64% | |
| Signature Equity Partners, Llc | 0.03% | 1,842 | $73,038 | $74,233 | +$1,195 | +1.64% | |
| Coston, Mcisaac & Partners | 0.01% | 1,600 | $59,000 | $64,480 | +$5,480 | +9.29% | |
| Td Waterhouse Canada Inc. | 0.00% | 912 | $35,705 | $36,754 | +$1,049 | +2.94% | |
| Anchor Investment Management, Llc | 0.00% | 500 | $18,740 | $20,150 | +$1,410 | +7.52% | |
| Morgan Stanley | 0.00% | 415 | $15,555 | $16,725 | +$1,170 | +7.52% | |
| Your Advocates Ltd., Llp | 0.00% | 370 | $13,868 | $14,911 | +$1,043 | +7.52% | |
| Community Bank, N.A. | 0.00% | 291 | $10,906 | $11,727 | +$821 | +7.53% | |
| Assetmark, Inc | 0.00% | 264 | $10,468 | $10,639 | +$171 | +1.64% | |
| Montag A & Associates Inc | 0.00% | 125 | $4,957 | $5,038 | +$81 | +1.62% | |
| Brown Brothers Harriman & Co | 0.00% | 100 | $3,748 | $4,030 | +$282 | +7.52% |
Frequently asked questions about GMOI
Who are the largest institutional holders of GMOI?
The largest institutional holders of GMOI reported in the latest SEC Form 13F filings include Signature Estate & Investment Advisors Llc, Pinnacle Associates Ltd, Fidelity D & D Bancorp Inc, Maltin Wealth Management, Inc., and Beaumont Financial Advisors, Llc. InsiderSet ranks institutional holders by their latest reported GMOI position.
What is GMOI institutional ownership?
This page tracks GMOI positions reported by institutional investment managers through SEC Form 13F. GMO INTERNATIONAL VALUE ETF (GMOI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own GMOI?
InsiderSet currently tracks 48 institutional managers reporting GMOI holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of GMOI shareholders.
How much GMOI stock do institutions own?
Institutional investment managers disclosed approximately $262.87M in GMOI holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was GMOI institutional ownership last updated?
The latest GMOI institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional GMOI holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its GMOI position after the reporting date.
Are institutions buying or selling GMOI?
Institutional buying and selling can be analyzed by comparing GMOI positions across consecutive 13F reporting periods. InsiderSet's GMOI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View GMOI ownership changes.
How has GMOI institutional ownership changed over time?
InsiderSet tracks GMOI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.