GMO ETF TRUST
CUSIP 90139K100
Gmo Etf Trust has 150 institutional holders in Filings Flow’s 13F database, together reporting 82.64M shares worth $3.0B as of Q1 2026. The largest reported holders are Aia Group Ltd, Allworth Financial LP, and Brown Brothers Harriman & Co.
Institutional Holders
150
Q1 2026
Reported Value
$3.0B
Ticker
unmapped
private placement or foreign
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| J. Mark Nickell & Co.$207M AUM | 17.09% | $19M | 522.9K | Q1 2026OLDER |
| Trustees of Dartmouth College$252M AUM | 15.76% | $40M | 1.10M | Q1 2026OLDER |
| Prodigy Asset Management LLC$332M AUM | 15.47% | $51M | 1.23M | Q2 2026 |
| Legacy Advisors, LLC$848M AUM | 15.08% | $128M | 3.53M | Q1 2026OLDER |
| Gitterman Wealth Management, LLC$436M AUM | 13.46% | $59M | 1.62M | Q3 2025OLDER |
| FFT WEALTH MANAGEMENT LLC$552M AUM | 10.73% | $59M | 1.64M | Q1 2026OLDER |
| Alpha Advisors, LLC/VA$127M AUM | 9.03% | $11M | 316.1K | Q1 2026OLDER |
| Alvarez & Marsal Private Wealth Partners, LLC$712M AUM | 8.78% | $63M | 1.73M | Q1 2026OLDER |
| AIA Group Ltd$6.9B AUM | 7.25% | $499M | 13.78M | Q1 2026OLDER |
| Auxano Advisors, LLC$501M AUM | 6.88% | $34M | 953.4K | Q1 2026OLDER |
| Stonehearth Capital Management, LLC$293M AUM | 6.36% | $19M | 447.6K | Q2 2026 |
| New Republic Capital, LLC$297M AUM | 6.17% | $18M | 505.0K | Q1 2026OLDER |
| Colony Family Offices, LLC$406M AUM | 4.35% | $18M | 487.1K | Q1 2026OLDER |
| Leisure Capital Management$286M AUM | 3.15% | $9M | 248.6K | Q1 2026OLDER |
| Verum Partners LLC$527M AUM | 3.13% | $16M | 454.9K | Q1 2026OLDER |
| LGL PARTNERS, LLC$243M AUM | 3.01% | $7M | 201.8K | Q1 2026OLDER |
| Paragon Capital Management Ltd$476M AUM | 2.99% | $14M | 393.0K | Q1 2026OLDER |
| Crusonia Wealth Advisors LLC$485M AUM | 2.92% | $14M | 391.8K | Q1 2026OLDER |
| Accredited Wealth Management, LLC$134M AUM | 2.67% | $4M | 3.9K | Q3 2025OLDER |
| Tanglewood Wealth Management, Inc.$1.2B AUM | 2.44% | $30M | 815.8K | Q1 2026OLDER |
| Commerce Advisors, LLC$119M AUM | 2.41% | $3M | 79.3K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 2.14% | $289M | 7.98M | Q1 2026OLDER |
| Kelman-Lazarov, Inc.$698M AUM | 1.97% | $14M | 380.6K | Q1 2026OLDER |
| Allegheny Financial Group$742M AUM | 1.95% | $14M | 400.5K | Q1 2026OLDER |
| ArchPoint Investors$420M AUM | 1.76% | $7M | 203.5K | Q1 2026OLDER |
| Clarendon Private LLC$130M AUM | 1.67% | $2M | 60.2K | Q1 2026OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 1.57% | $293M | 8.09M | Q1 2026OLDER |
| Sprinkle Financial Consultants LLC$255M AUM | 1.49% | $4M | 91.2K | Q2 2026 |
| Wingate Wealth Advisors, Inc.$187M AUM | 1.43% | $3M | 73.8K | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 1.38% | $214M | 5.91M | Q1 2026OLDER |
| Hartford Financial Management Inc.$392M AUM | 1.27% | $5M | 137.8K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 1.21% | $299M | 8.28M | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 1.14% | $63M | 1.74M | Q1 2026OLDER |
| Tempus Wealth Planning, LLC$435M AUM | 1.10% | $5M | 132.3K | Q1 2026OLDER |
| Crestwood Advisors Group, LLC$5.9B AUM | 1.08% | $64M | 1.77M | Q1 2026OLDER |
| Triangle Securities Wealth Management$504M AUM | 1.07% | $5M | 129.8K | Q2 2026 |
| CERTIOR FINANCIAL GROUP, LLC$157M AUM | 1.04% | $2M | 45.3K | Q1 2026OLDER |
| LEGACY SOLUTIONS, LLC$124M AUM | 0.92% | $1M | 27.4K | Q2 2026 |
| New England Private Wealth Advisors LLC$866M AUM | 0.89% | $8M | 213.2K | Q1 2026OLDER |
| Archer Investment Management, LLC$293M AUM | 0.80% | $2M | 56.1K | Q2 2026 |
| Heritage Trust Co$997M AUM | 0.68% | $7M | 187.8K | Q1 2026OLDER |
| EQ LLC$355M AUM | 0.68% | $2M | 66.5K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.65% | $38M | 1.04M | Q1 2026OLDER |
| Hollow Brook Wealth Management LLC$392M AUM | 0.63% | $2M | 68.5K | Q1 2026OLDER |
| Annex Advisory Services, LLC$5.3B AUM | 0.61% | $32M | 896.6K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.59% | $52M | 1.45M | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.58% | $30M | 821.0K | Q1 2026OLDER |
| Princeton Global Asset Management LLC$613M AUM | 0.51% | $3M | 86.8K | Q1 2026OLDER |
| Berkeley, Inc$298M AUM | 0.51% | $2M | 41.9K | Q1 2026OLDER |
| Ironsides Asset Advisors, LLC$399M AUM | 0.45% | $2M | 49.9K | Q1 2026OLDER |
| LAM GROUP, INC.$182M AUM | 0.43% | $775,699 | 21.4K | Q1 2026OLDER |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.38% | $29M | 810.3K | Q1 2026OLDER |
| VICUS CAPITAL$1.4B AUM | 0.37% | $5M | 139.3K | Q1 2026OLDER |
| Indivisible Partners$1.1B AUM | 0.36% | $4M | 113.3K | Q1 2026OLDER |
| Peak Asset Management, LLC$567M AUM | 0.32% | $2M | 50.5K | Q1 2026OLDER |
| Fort Point Capital Partners LLC$825M AUM | 0.27% | $2M | 62.2K | Q1 2026OLDER |
| Broyhill Asset Management, LLC$108M AUM | 0.26% | $285,822 | 7.9K | Q1 2026OLDER |
| Bluesphere Advisors LLC$281M AUM | 0.25% | $716,255 | 19.8K | Q1 2026OLDER |
| WIN ADVISORS, INC$219M AUM | 0.21% | $453,408 | 12.5K | Q1 2026OLDER |
| STUDIO INVESTMENT MANAGEMENT LLC$555M AUM | 0.19% | $1M | 29.8K | Q1 2026OLDER |
| Argent Trust Co$2.9B AUM | 0.17% | $5M | 138.1K | Q1 2026OLDER |
| Stonehage Fleming Financial Services Holdings Ltd$2.7B AUM | 0.17% | $5M | 126.6K | Q1 2026OLDER |
| SouthState Bank Corp$2.1B AUM | 0.17% | $4M | 98.2K | Q1 2026OLDER |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.15% | $94M | 2.60M | Q1 2026OLDER |
| Breakwater Capital Group$833M AUM | 0.14% | $1M | 28.5K | Q2 2026 |
| Pathway Financial Advisors LLC$857M AUM | 0.14% | $1M | 28.7K | Q2 2026 |
| Innova Wealth Partners$211M AUM | 0.14% | $291,177 | 8.0K | Q1 2026OLDER |
| Diversified Trust Co$5.4B AUM | 0.13% | $7M | 193.1K | Q1 2026OLDER |
| MCF Advisors LLC$2.3B AUM | 0.13% | $3M | 79.1K | Q1 2026OLDER |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.11% | $15M | 420.9K | Q1 2026OLDER |
| Principia Wealth Advisory, LLC$160M AUM | 0.11% | $177,956 | 4.6K | Q4 2025OLDER |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.11% | $1M | 40.5K | Q1 2026OLDER |
| Owl Creek Wealth Partners LLC$281M AUM | 0.10% | $276,172 | 7.6K | Q1 2026OLDER |
| Apella Capital, LLC$7.1B AUM | 0.09% | $6M | 155.2K | Q2 2026 |
| Focus Partners Wealth$89.9B AUM | 0.09% | $80M | 2.20M | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.08% | $2M | 42.8K | Q1 2026OLDER |
| Madison Asset Management, LLC$8.1B AUM | 0.08% | $7M | 185.9K | Q1 2026OLDER |
| Chemistry Wealth Management LLC$625M AUM | 0.08% | $500,189 | 12.0K | Q2 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.07% | $27M | 746.2K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.07% | $3M | 92.1K | Q1 2026OLDER |
| Global Endowment Management, LP$896M AUM | 0.06% | $579,000 | 16.0K | Q1 2026OLDER |
| Wealth Enhancement Trust Services, Inc.$826M AUM | 0.06% | $523,597 | 14.5K | Q1 2026OLDER |
| BENEDICT FINANCIAL ADVISORS INC$480M AUM | 0.06% | $298,525 | 8.3K | Q1 2026OLDER |
| Gryphon Financial Partners LLC$976M AUM | 0.06% | $578,861 | 16.0K | Q1 2026OLDER |
| Heron Bay Capital Management$1.1B AUM | 0.05% | $285,296 | 7.4K | Q4 2025OLDER |
| Kathleen S. Wright Associates Inc.$270M AUM | 0.05% | $138,354 | 3.8K | Q3 2025OLDER |
| Northside Capital Management, LLC$1.1B AUM | 0.05% | $567,302 | 15.7K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.05% | $10M | 270.9K | Q1 2026OLDER |
| KFG WEALTH MANAGEMENT, LLC$774M AUM | 0.05% | $371,377 | 10.3K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.03% | $17M | 465.1K | Q1 2026OLDER |
| FIRST MANHATTAN CO. LLC.$36.1B AUM | 0.03% | $12M | 326.6K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.03% | $2M | 48.0K | Q4 2025OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.03% | $667,344 | 18.4K | Q1 2026OLDER |
| Nicholas Hoffman & Company, LLC.$4.3B AUM | 0.03% | $1M | 32.3K | Q1 2026OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.02% | $3M | 92.4K | Q1 2026OLDER |
| Sankala Group LLC$122M AUM | 0.02% | $26,809 | 752 | Q1 2026OLDER |
| Acumen Wealth Advisors, LLC$372M AUM | 0.02% | $79,053 | 2.2K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.02% | $1M | 36.2K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.02% | $2M | 61.0K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.02% | $1M | 28.8K | Q2 2026 |
| Procyon Advisors, LLC$2.3B AUM | 0.02% | $423,873 | 10.2K | Q2 2026 |
| Essex Financial Services, Inc.$1.8B AUM | 0.02% | $321,170 | 8.9K | Q1 2026OLDER |
| Clarity Asset Management, Inc.$198M AUM | 0.02% | $34,157 | 944 | Q1 2026OLDER |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.02% | $293,094 | 8.1K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.02% | $244,773 | 6.8K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $10M | 272.2K | Q1 2026OLDER |
| 1620 INVESTMENT ADVISORS, INC.$148M AUM | 0.01% | $16,281 | 450 | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.01% | $7M | 204.3K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $34M | 932.0K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.01% | $2M | 48.0K | Q1 2026OLDER |
| Joel Isaacson & Co., LLC$3.0B AUM | 0.01% | $281,512 | 7.8K | Q1 2026OLDER |
| Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM | 0.01% | $3M | 94.5K | Q1 2026OLDER |
| TFC Financial Management, Inc.$812M AUM | 0.01% | $66,933 | 1.9K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.01% | $269,049 | 7.4K | Q3 2025OLDER |
| ISLAY CAPITAL MANAGEMENT, LLC$197M AUM | 0.01% | $12,500 | 325 | Q4 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $5M | 145.1K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $7M | 185.3K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.01% | $72,360 | 2.0K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.01% | $136,895 | 3.6K | Q4 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.01% | $24M | 664.2K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $12M | 324.4K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $168,320 | 4.7K | Q3 2025OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.00% | $484,812 | 13.4K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $768,888 | 21.2K | Q4 2025OLDER |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.00% | $1M | 35.0K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $539,367 | 14.9K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $62,555 | 1.7K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $354,311 | 9.8K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $248,516 | 6.5K | Q4 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $3M | 83.2K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $582,968 | 16.1K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $217,080 | 6.0K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $226,993 | 6.3K | Q2 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $26,881 | 743 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $7M | 203.5K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $2M | 67.9K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $291,433 | 8.1K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $30,753 | 850 | Q1 2026OLDER |
| TD Capital Management LLC$1.1B AUM | 0.00% | $4,425 | 122 | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $24,096 | 666 | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $249,931 | 6.9K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $420,616 | 11.6K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $7,991 | 192 | Q2 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $448,748 | 12.4K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $987,653 | 25.7K | Q4 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $2M | 51.5K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $207,441 | 5.7K | Q3 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $5,138 | 142 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $739,663 | 19.2K | Q4 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $346,894 | 9.6K | Q2 2026 |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $1,540 | 37 | Q2 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $275,366 | 7.6K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $1,127 | 31 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $7,956 | 220 | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $20,484 | 566 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $8,575 | 237 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $273,918 | 7.1K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $9,423 | 245 | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $45,000 | 1.3K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $2,063 | 57 | Q3 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.