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