IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

GMO U.S. Value ETF (GMOV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Commerce Advisors, LLC
INCREASED
Shares308,257 from 214,991
Change+93,266 (+43%)
Value$9.7M (+$3.3M)
Filed 2026-10-19
Legacy Capital Wealth Partners, LLC
INCREASED
Shares111,322 from 105,231
Change+6,091 (+6%)
Value$3.5M (+$379.1K)
Filed 2026-10-21
Fund Evaluation Group, LLC
UNCHANGED
Shares80,000 from 80,000
Change0 (0%)
Value$2.5M (+$142.1K)
Filed 2026-11-05
Essential Partners LLC
INCREASED
Shares73,407 from 73,344
Change+63 (+0%)
Value$2.3M (+$132.3K)
Filed 2026-10-14
StoneX Group Inc.
DECREASED
Shares72,988 from 76,814
Change-3,826 (-5%)
Value$2.3M (+$18.2K)
Filed 2026-11-03
Waterfront Wealth Inc.
NEW
Shares31,580
Change+31,580
Value$1.0M
Filed 2026-11-03
J.W. Cole Advisors, Inc.
INCREASED
Shares30,736 from 30,644
Change+92 (+0%)
Value$969.6K (+$57.3K)
Filed 2026-11-05
LPL Financial LLC
NEW
Shares15,146
Change+15,146
Value$477.8K
Filed 2026-11-06
McCarley & Cook Financial Planners
INCREASED
Shares12,406 from 12,397
Change+9 (+0%)
Value$391.4K (+$22.3K)
Filed 2026-10-21
Aspen Investment Management Inc
DECREASED
Shares10,475 from 10,875
Change-400 (-4%)
Value$330 (+$6)
Filed 2026-11-05
Fiduciary Financial Group, LLC
NEW
Shares7,999
Change+7,999
Value$252.3K
Filed 2026-10-13
Pathway Financial Advisors LLC
DECREASED
Shares7,980 from 8,080
Change-100 (-1%)
Value$251.7K (+$6.2K)
Filed 2026-10-07
Fifth Third Bancorp
INCREASED
Shares3,038 from 3,025
Change+13 (+0%)
Value$95.8K (+$5.8K)
Filed 2026-11-05
Kestra Private Wealth Services, LLC
CLOSED
Shares0 from 15,106
Change-15,106 (-100%)
Value$0 (-$449.7K)
Filed 2026-11-06
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 132,086
Change-132,086 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 130,564
Change-130,564 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 67,869
Change-67,869 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 66,397
Change-66,397 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 46,784
Change-46,784 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 23,595
Change-23,595 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 23,509
Change-23,509 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 17,986
Change-17,986 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 6,742
Change-6,742 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 503
Change-503 (-100%)
Value—
Status
Commerce Advisors, LLC
INCREASED308,257214,991+93,266+43%$6.4M$9.7M+$3.3M2026-10-19
Legacy Capital Wealth Partners, LLC
INCREASED111,322105,231+6,091+6%$3.1M$3.5M+$379.1K2026-10-21
Fund Evaluation Group, LLC
UNCHANGED80,00080,00000%$2.4M$2.5M+$142.1K2026-11-05
Essential Partners LLC
INCREASED73,40773,344+63+0%$2.2M$2.3M+$132.3K2026-10-14
StoneX Group Inc.
DECREASED72,98876,814-3,826-5%$2.3M$2.3M+$18.2K2026-11-03
Waterfront Wealth Inc.
NEW31,580—+31,580——$1.0M—2026-11-03
J.W. Cole Advisors, Inc.
INCREASED30,73630,644+92+0%$912.3K$969.6K+$57.3K2026-11-05
LPL Financial LLC
NEW15,146—+15,146——$477.8K—2026-11-06
McCarley & Cook Financial Planners
INCREASED12,40612,397+9+0%$369.1K$391.4K+$22.3K2026-10-21
Aspen Investment Management Inc
DECREASED10,47510,875-400-4%$324$330+$62026-11-05
Fiduciary Financial Group, LLC
NEW7,999—+7,999——$252.3K—2026-10-13
Pathway Financial Advisors LLC
DECREASED7,9808,080-100-1%$245.6K$251.7K+$6.2K2026-10-07
Fifth Third Bancorp
INCREASED3,0383,025+13+0%$90.1K$95.8K+$5.8K2026-11-05
Kestra Private Wealth Services, LLC
CLOSED015,106-15,106-100%$449.7K$0-$449.7K2026-11-06
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—132,086-132,086-100%$3.9M———
HighTower Advisors, LLC
N/A—130,564-130,564-100%$3.9M———
MML Investors Services, LLC
N/A—67,869-67,869-100%$2.0M———
Envestnet Asset Management Inc
N/A—66,397-66,397-100%$2.0M———
Cerity Partners LLC
N/A—46,784-46,784-100%$1.4M———
Susquehanna International Group, LLP
N/A—23,595-23,595-100%$702.4K———
AQR Capital Management LLC
N/A—23,509-23,509-100%$699.9K———
Goldman Sachs Group Inc
N/A—17,986-17,986-100%$535.4K———
Captrust Financial Advisors
N/A—6,742-6,742-100%$200.7K———
Osaic Holdings, Inc.
N/A—503-503-100%$15.0K———
Showing 24 of 24 institutions