GMO INTERNATIONAL VALUE ETF (GMOI) Institutional Ownership Changes & 13F Activity

GMO INTERNATIONAL VALUE ETF (GMOI). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q3 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Stack Financial Management, Inc, Signature Estate & Investment Advisors Llc, Envestnet Asset Management Inc, Jane Street Group, Llc, and Capital Investment Advisors, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
M Holdings Securities, Inc.Buy+8,250—8,250$333.00Q3 2026Nov 03, 2026
Your Advocates Ltd., LlpBuy+83+22.4%453$17.96KQ3 2026Nov 03, 2026
Stack Financial Management, IncBuy+2,378,592—2,378,592$94.31MQ3 2026Nov 02, 2026
Cambridge Investment Research Advisors, Inc.Buy+11,580—11,580$459.00Q3 2026Nov 02, 2026
International Assets Investment Management, LlcBuy+7,752+32.5%31,598$1.24MQ3 2026Nov 02, 2026
Commonwealth Equity Services, LlcBuy+7,239—7,239$287.02KQ3 2026Nov 02, 2026
Creative PlanningBuy+6,660—6,660$264.05KQ3 2026Nov 02, 2026
Hara Capital LlcSell-1,240-5.8%20,120$797.76KQ3 2026Oct 30, 2026
Truist Financial CorpSell-173-1.1%15,162$601.17KQ3 2026Oct 30, 2026
Signature Equity Partners, LlcBuy+525+39.9%1,842$73.04KQ3 2026Oct 29, 2026
Montag A & Associates IncBuy+125—125$4.96KQ3 2026Oct 29, 2026
Capital Investment Advisors, LlcBuy+68,088+120.1%124,784$4.95MQ3 2026Oct 22, 2026
Beaumont Financial Advisors, LlcBuy+27,863+13.9%227,694$9.03MQ3 2026Oct 22, 2026
Cerro Pacific Wealth Advisors LlcBuy+3,288+16.2%23,572$934.62KQ3 2026Oct 22, 2026
Assetmark, IncBuy+65+32.7%264$10.47KQ3 2026Oct 21, 2026
Pinnacle Associates LtdSell-4,776-0.6%753,102$29.86MQ3 2026Oct 20, 2026
New England Private Wealth Advisors LlcBuy+649+0.6%101,890$4.04MQ3 2026Oct 19, 2026
Tempus Wealth Planning, LlcBuy+21,020+115.4%39,240$1.56MQ3 2026Oct 14, 2026
Essential Partners LlcBuy+29+0.1%39,104$1.55MQ3 2026Oct 14, 2026
Signature Estate & Investment Advisors LlcBuy+1,014,304+38.2%3,671,721$145.58MQ3 2026Oct 13, 2026
Centurion Wealth Management LlcBuy+844+7.5%12,094$479.53KQ3 2026Oct 13, 2026
Maltin Wealth Management, Inc.Buy+556+0.2%272,960$10.82MQ3 2026Oct 13, 2026
Gilpin Wealth Management, LlcSell-71-3.0%2,329$92.34KQ3 2026Oct 09, 2026
Farther Finance Advisors, LlcBuy+25,719+1276.4%27,734$1.10MQ3 2026Oct 08, 2026
Pathway Financial Advisors LlcSell-45-0.1%47,423$1.88MQ3 2026Oct 07, 2026
Envestnet Asset Management IncSell-237,745-100.0%0$0.00Q3 2026Sep 23, 2026
Anchor Investment Management, LlcSell-500-100.0%0$0.00Q3 2026Sep 15, 2026
Citadel Advisors LlcSell-41,044-100.0%0$0.00Q3 2026Sep 02, 2026
Jane Street Group, LlcSell-107,744-100.0%0$0.00Q3 2026Aug 14, 2026
Orcam Financial GroupSell-27,050-100.0%0$0.00Q3 2026Aug 14, 2026
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Frequently asked questions about GMOI activity

  • Which institutional owners are buying GMOI?

    Institutional owners buying GMOI include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in GMOI activity?

    "Buy" means an investor increased their reported position in GMOI compared to the prior reporting period. This reflects growing exposure to GMO INTERNATIONAL VALUE ETF (GMOI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in GMOI increasing?

    Institutional interest in GMOI can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.