Who Owns 2023 MO ETF Trust/GMO Intl Value Etf (GMOI)? -- Institutional Holders (2026-06-30)

58 institutions reported holding $236.0M of 2023 MO ETF Trust/GMO Intl Value Etf (GMOI) in SEC 13F filings for 2026-06-30. Largest institutional holders: SIGNATURE ESTATE & INVESTMENT ADVISORS LLC ($99.6M), PINNACLE ASSOCIATES LTD ($28.4M), HighTower Advisors, LLC ($27.4M), FIDELITY D & D BANCORP INC ($16.9M), Maltin Wealth Management, Inc. ($10.2M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	$99.6M	2.7M	Added
2	PINNACLE ASSOCIATES LTD	$28.4M	757,878	Added
3	HighTower Advisors, LLC	$27.4M	731,124	Added
4	FIDELITY D & D BANCORP INC	$16.9M	451,896	Added
5	Maltin Wealth Management, Inc.	$10.2M	272,404	Added
6	ENVESTNET ASSET MANAGEMENT INC	$8.9M	237,745	Added
7	Beaumont Financial Advisors, LLC	$7.5M	199,831	New
8	Grantham, Mayo, Van Otterloo & Co. LLC	$4.1M	108,193	Added
9	JANE STREET GROUP, LLC	$4.0M	107,744	Trimmed
10	New England Private Wealth Advisors LLC	$4.0M	101,241	Added
11	American Money Management, LLC	$2.9M	78,524	New
12	Capital Investment Advisors, LLC	$2.1M	56,696	New
13	J.W. COLE ADVISORS, INC.	$1.8M	49,026	New
14	Pathway Financial Advisors LLC	$1.8M	47,468	Trimmed
15	CITADEL ADVISORS LLC	$1.5M	41,044	Trimmed
16	Essential Partners LLC	$1.5M	39,075	Hold
17	Janney Montgomery Scott LLC	$1.1M	28,598	Added
18	CIBC Bancorp USA Inc.	$1.0M	27,862	New
19	Orcam Financial Group	$1.0M	27,050	Added
20	KESTRA PRIVATE WEALTH SERVICES, LLC	$927,098	24,735	Added
21	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$892,556	23,846	Added
22	Hara Capital LLC	$803,820	21,360	Trimmed
23	Cerro Pacific Wealth Advisors LLC	$760,261	20,284	New
24	Tempus Wealth Planning, LLC	$682,900	18,220	Trimmed
25	LPL Financial LLC	$648,643	17,306	Trimmed

Source: SEC Form 13F filings · as of 2026-06-30