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GMO International Value ETF (GMOI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Signature Estate & Investment Advisors LLC
INCREASED
Shares3,671,721 from 2,657,417
Change+1,014,304 (+38%)
Value$145.6M (+$46.0M)
Filed 2026-10-13
Stack Financial Management, Inc
NEW
Shares2,378,592
Change+2,378,592
Value$94.3M
Filed 2026-11-02
Pinnacle Associates LTD
DECREASED
Shares753,102 from 757,878
Change-4,776 (-1%)
Value$29.9M (+$1.5M)
Filed 2026-10-20
Fidelity D & D Bancorp Inc
INCREASED
Shares458,304 from 451,896
Change+6,408 (+1%)
Value$18.2M (+$1.2M)
Filed 2026-11-05
Maltin Wealth Management, Inc.
INCREASED
Shares272,960 from 272,404
Change+556 (+0%)
Value$10.8M (+$613.0K)
Filed 2026-10-13
Beaumont Financial Advisors, LLC
INCREASED
Shares227,694 from 199,831
Change+27,863 (+14%)
Value$9.0M (+$1.5M)
Filed 2026-10-22
Capital Investment Advisors, LLC
INCREASED
Shares124,784 from 56,696
Change+68,088 (+120%)
Value$4.9M (+$2.8M)
Filed 2026-10-22
New England Private Wealth Advisors LLC
INCREASED
Shares101,890 from 101,241
Change+649 (+1%)
Value$4.0M (+$74.3K)
Filed 2026-10-19
LPL Financial LLC
INCREASED
Shares69,182 from 17,306
Change+51,876 (+300%)
Value$2.7M (+$2.1M)
Filed 2026-11-06
J.W. Cole Advisors, Inc.
INCREASED
Shares49,106 from 49,026
Change+80 (+0%)
Value$1.9M (+$109.5K)
Filed 2026-11-05
Pathway Financial Advisors LLC
DECREASED
Shares47,423 from 47,468
Change-45 (0%)
Value$1.9M (+$74.2K)
Filed 2026-10-07
Tempus Wealth Planning, LLC
INCREASED
Shares39,240 from 18,220
Change+21,020 (+115%)
Value$1.6M (+$873.0K)
Filed 2026-10-14
Essential Partners LLC
INCREASED
Shares39,104 from 39,075
Change+29 (+0%)
Value$1.6M (+$85.9K)
Filed 2026-10-14
International Assets Investment Management, LLC
INCREASED
Shares31,598 from 23,846
Change+7,752 (+33%)
Value$1.2M (+$344.2K)
Filed 2026-11-02
Farther Finance Advisors, LLC
INCREASED
Shares27,734 from 2,015
Change+25,719 (+1276%)
Value$1.1M (+$1.0M)
Filed 2026-10-08
McCarley & Cook Financial Planners
INCREASED
Shares25,540 from 25,491
Change+49 (+0%)
Value$1.0M (+$57.2K)
Filed 2026-10-21
Cerro Pacific Wealth Advisors LLC
INCREASED
Shares23,572 from 20,284
Change+3,288 (+16%)
Value$934.6K (+$174.4K)
Filed 2026-10-22
Hara Capital LLC
DECREASED
Shares20,120 from 21,360
Change-1,240 (-6%)
Value$797.8K (-$6.1K)
Filed 2026-10-30
Prospera Financial Services Inc
INCREASED
Shares16,557 from 15,562
Change+995 (+6%)
Value$667.2K (+$84.0K)
Filed 2026-11-04
Truist Financial Corp
DECREASED
Shares15,162 from 15,335
Change-173 (-1%)
Value$601.2K (+$26.4K)
Filed 2026-10-30
Centurion Wealth Management LLC
INCREASED
Shares12,094 from 11,250
Change+844 (+8%)
Value$479.5K (+$57.9K)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
NEW
Shares11,580
Change+11,580
Value$459
Filed 2026-11-02
1620 Investment Advisors, Inc.
INCREASED
Shares9,452 from 6,549
Change+2,903 (+44%)
Value$374.8K (+$129.3K)
Filed 2026-11-04
PNC Financial Services Group, Inc.
NEW
Shares8,400
Change+8,400
Value$333.1K
Filed 2026-11-06
M Holdings Securities, Inc.
NEW
Shares8,250
Change+8,250
Value$333
Filed 2026-11-03
Diversified Trust Co
NEW
Shares7,601
Change+7,601
Value$301.4K
Filed 2026-11-06
Commonwealth Equity Services, LLC
NEW
Shares7,239
Change+7,239
Value$287.0K
Filed 2026-11-02
Aspen Investment Management Inc
DECREASED
Shares6,980 from 8,080
Change-1,100 (-14%)
Value$277 (-$26)
Filed 2026-11-05
Creative Planning
INCREASED
Shares6,660 from 5,434
Change+1,226 (+23%)
Value$264.1K (+$60.4K)
Filed 2026-11-02
Gilpin Wealth Management, LLC
DECREASED
Shares2,329 from 2,400
Change-71 (-3%)
Value$92.3K (+$2.4K)
Filed 2026-10-09
Signature Equity Partners, LLC
INCREASED
Shares1,842 from 1,317
Change+525 (+40%)
Value$73.0K (+$23.7K)
Filed 2026-10-29
Coston, McIsaac & Partners
DECREASED
Shares1,426 from 1,600
Change-174 (-11%)
Value$56.5K (+$56.5K)
Filed 2026-11-06
TD Waterhouse Canada Inc.
UNCHANGED
Shares912 from 912
Change0 (0%)
Value$35.7K (+$1.6K)
Filed 2026-10-16
Your Advocates Ltd., LLP
INCREASED
Shares453 from 370
Change+83 (+22%)
Value$18.0K (+$4.1K)
Filed 2026-11-03
Community Bank, N.A.
UNCHANGED
Shares291 from 291
Change0 (0%)
Value$11.5K (+$629)
Filed 2026-11-06
Assetmark, Inc
INCREASED
Shares264 from 199
Change+65 (+33%)
Value$10.5K (+$3.0K)
Filed 2026-10-21
Montag A & Associates Inc
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$5.0K (+$253)
Filed 2026-10-29
Kestra Private Wealth Services, LLC
CLOSED
Shares0 from 24,735
Change-24,735 (-100%)
Value$0 (-$927.1K)
Filed 2026-11-06
Arbor Capital Management Inc
CLOSED
Shares0 from 5,770
Change-5,770 (-100%)
Value$0 (-$230.5K)
Filed 2026-10-21
Private Trust Co NA
CLOSED
Shares0 from 417
Change-417 (-100%)
Value$0 (-$15.6K)
Filed 2026-10-20
HighTower Advisors, LLC
N/A
Shares— from 731,124
Change-731,124 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 237,745
Change-237,745 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 108,193
Change-108,193 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 107,744
Change-107,744 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 78,524
Change-78,524 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 41,044
Change-41,044 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 28,598
Change-28,598 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 27,862
Change-27,862 (-100%)
Value—
Orcam Financial Group
N/A
Shares— from 27,050
Change-27,050 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 17,258
Change-17,258 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 14,232
Change-14,232 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 9,801
Change-9,801 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 7,910
Change-7,910 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 6,240
Change-6,240 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 5,653
Change-5,653 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,516
Change-2,516 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 1,426
Change-1,426 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,334
Change-1,334 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 415
Change-415 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 100
Change-100 (-100%)
Value—
Status
Signature Estate & Investment Advisors LLC
INCREASED3,671,7212,657,417+1,014,304+38%$99.6M$145.6M+$46.0M2026-10-13
Stack Financial Management, Inc
NEW2,378,592—+2,378,592——$94.3M—2026-11-02
Pinnacle Associates LTD
DECREASED753,102757,878-4,776-1%$28.4M$29.9M+$1.5M2026-10-20
Fidelity D & D Bancorp Inc
INCREASED458,304451,896+6,408+1%$16.9M$18.2M+$1.2M2026-11-05
Maltin Wealth Management, Inc.
INCREASED272,960272,404+556+0%$10.2M$10.8M+$613.0K2026-10-13
Beaumont Financial Advisors, LLC
INCREASED227,694199,831+27,863+14%$7.5M$9.0M+$1.5M2026-10-22
Capital Investment Advisors, LLC
INCREASED124,78456,696+68,088+120%$2.1M$4.9M+$2.8M2026-10-22
New England Private Wealth Advisors LLC
INCREASED101,890101,241+649+1%$4.0M$4.0M+$74.3K2026-10-19
LPL Financial LLC
INCREASED69,18217,306+51,876+300%$648.6K$2.7M+$2.1M2026-11-06
J.W. Cole Advisors, Inc.
INCREASED49,10649,026+80+0%$1.8M$1.9M+$109.5K2026-11-05
Pathway Financial Advisors LLC
DECREASED47,42347,468-450%$1.8M$1.9M+$74.2K2026-10-07
Tempus Wealth Planning, LLC
INCREASED39,24018,220+21,020+115%$682.9K$1.6M+$873.0K2026-10-14
Essential Partners LLC
INCREASED39,10439,075+29+0%$1.5M$1.6M+$85.9K2026-10-14
International Assets Investment Management, LLC
INCREASED31,59823,846+7,752+33%$892.6K$1.2M+$344.2K2026-11-02
Farther Finance Advisors, LLC
INCREASED27,7342,015+25,719+1276%$75.8K$1.1M+$1.0M2026-10-08
McCarley & Cook Financial Planners
INCREASED25,54025,491+49+0%$955.4K$1.0M+$57.2K2026-10-21
Cerro Pacific Wealth Advisors LLC
INCREASED23,57220,284+3,288+16%$760.3K$934.6K+$174.4K2026-10-22
Hara Capital LLC
DECREASED20,12021,360-1,240-6%$803.8K$797.8K-$6.1K2026-10-30
Prospera Financial Services Inc
INCREASED16,55715,562+995+6%$583.3K$667.2K+$84.0K2026-11-04
Truist Financial Corp
DECREASED15,16215,335-173-1%$574.8K$601.2K+$26.4K2026-10-30
Centurion Wealth Management LLC
INCREASED12,09411,250+844+8%$421.7K$479.5K+$57.9K2026-10-13
Cambridge Investment Research Advisors, Inc.
NEW11,580—+11,580——$459—2026-11-02
1620 Investment Advisors, Inc.
INCREASED9,4526,549+2,903+44%$245.5K$374.8K+$129.3K2026-11-04
PNC Financial Services Group, Inc.
NEW8,400—+8,400——$333.1K—2026-11-06
M Holdings Securities, Inc.
NEW8,250—+8,250——$333—2026-11-03
Diversified Trust Co
NEW7,601—+7,601——$301.4K—2026-11-06
Commonwealth Equity Services, LLC
NEW7,239—+7,239——$287.0K—2026-11-02
Aspen Investment Management Inc
DECREASED6,9808,080-1,100-14%$303$277-$262026-11-05
Creative Planning
INCREASED6,6605,434+1,226+23%$203.7K$264.1K+$60.4K2026-11-02
Gilpin Wealth Management, LLC
DECREASED2,3292,400-71-3%$90.0K$92.3K+$2.4K2026-10-09
Signature Equity Partners, LLC
INCREASED1,8421,317+525+40%$49.4K$73.0K+$23.7K2026-10-29
Coston, McIsaac & Partners
DECREASED1,4261,600-174-11%$59$56.5K+$56.5K2026-11-06
TD Waterhouse Canada Inc.
UNCHANGED91291200%$34.1K$35.7K+$1.6K2026-10-16
Your Advocates Ltd., LLP
INCREASED453370+83+22%$13.9K$18.0K+$4.1K2026-11-03
Community Bank, N.A.
UNCHANGED29129100%$10.9K$11.5K+$6292026-11-06
Assetmark, Inc
INCREASED264199+65+33%$7.5K$10.5K+$3.0K2026-10-21
Montag A & Associates Inc
UNCHANGED12512500%$4.7K$5.0K+$2532026-10-29
Kestra Private Wealth Services, LLC
CLOSED024,735-24,735-100%$927.1K$0-$927.1K2026-11-06
Arbor Capital Management Inc
CLOSED05,770-5,770-100%$230.5K$0-$230.5K2026-10-21
Private Trust Co NA
CLOSED0417-417-100%$15.6K$0-$15.6K2026-10-20
HighTower Advisors, LLC
N/A—731,124-731,124-100%$27.4M———
Envestnet Asset Management Inc
N/A—237,745-237,745-100%$8.9M———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—108,193-108,193-100%$4.1M———
Jane Street Group, LLC
N/A—107,744-107,744-100%$4.0M———
American Money Management, LLC
N/A—78,524-78,524-100%$2.9M———
Citadel Advisors LLC
N/A—41,044-41,044-100%$1.5M———
Janney Montgomery Scott LLC
N/A—28,598-28,598-100%$1.1M———
CIBC Bancorp USA Inc.
N/A—27,862-27,862-100%$1.0M———
Orcam Financial Group
N/A—27,050-27,050-100%$1.0M———
Susquehanna International Group, LLP
N/A—17,258-17,258-100%$646.8K———
Steward Partners Investment Advisory, LLC
N/A—14,232-14,232-100%$533.4K———
Quantinno Capital Management LP
N/A—9,801-9,801-100%$367.3K———
Osaic Holdings, Inc.
N/A—7,910-7,910-100%$296.5K———
Sanctuary Advisors, LLC
N/A—6,240-6,240-100%$233.9K———
Focus Partners Wealth
N/A—5,653-5,653-100%$211.9K———
UBS Group AG
N/A—2,516-2,516-100%$94.3K———
Allied Private Wealth LLC
N/A—1,426-1,426-100%$54.1K———
Northwestern Mutual Wealth Management Co
N/A—1,334-1,334-100%$50.0K———
Anchor Investment Management, LLC
N/A—500-500-100%$18.7K———
Morgan Stanley
N/A—415-415-100%$15.6K———
Brown Brothers Harriman & Co
N/A—100-100-100%$3.7K———
Showing 61 of 61 institutions