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GMOV Institutional Ownership

GMO US Value ETF
1W: -1.8% 1M: -4.2% 3M: +4.1% YTD: +14.1% 1Y: +19.2%
$31.59
+0.06 (+0.19%)
 
Weekly Expected Move ±1.5%
$31 $31 $32 $32 $33
ETF AMEX · AUM $90.8M

Institutional Ownership — GMOV

23
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
34M
Total Invested
4
New Positions
9
Increased
7
Reduced
3
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (24 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Commerce Advisors, LLC 214,991 $7M +163,635 +318.6% 2Q SEC ↗
2 Grantham, Mayo, Van Otterloo & Co. LLC 132,086 $4M +9,563 +7.8% 3Q SEC ↗
3 HighTower Advisors, LLC 130,564 $4M +4,350 +3.4% 6Q SEC ↗
4 Legacy Capital Wealth Partners, LLC 105,231 $3M +2,578 +2.5% 7Q SEC ↗
5 Fund Evaluation Group, LLC 80,000 $3M — +0.0% 4Q SEC ↗
6 StoneX Group Inc. 76,814 $2M +15,261 +24.8% 3Q SEC ↗
7 Essential Partners LLC 73,344 $2M +13,106 +21.8% 5Q SEC ↗
8 MML INVESTORS SERVICES, LLC 67,869 $2M -8,675 -11.3% 3Q SEC ↗
9 ENVESTNET ASSET MANAGEMENT INC 66,397 $2M -9,730 -12.8% 7Q SEC ↗
10 Cerity Partners LLC 46,784 $1M -6,685 -12.5% 7Q SEC ↗
11 J.W. COLE ADVISORS, INC. NEW 30,644 $968K — +0.0% 1Q SEC ↗
12 SUSQUEHANNA INTERNATIONAL GROUP, LLP 23,595 $745K -9,285 -28.2% 2Q SEC ↗
13 AQR CAPITAL MANAGEMENT LLC 23,509 $743K — +0.0% 2Q SEC ↗
14 GOLDMAN SACHS GROUP INC NEW 17,986 $568K — +0.0% 1Q SEC ↗
15 KESTRA PRIVATE WEALTH SERVICES, LLC 15,106 $477K +3,256 +27.5% 2Q SEC ↗
16 Aspen Investment Management Inc 10,875 $344K — +0.0% 3Q SEC ↗
17 Pathway Financial Advisors LLC NEW 8,080 $255K — +0.0% 1Q SEC ↗
18 CAPTRUST FINANCIAL ADVISORS NEW 6,742 $213K — +0.0% 1Q SEC ↗
19 FIFTH THIRD BANCORP 3,025 $96K +18 +0.6% 2Q SEC ↗
20 OSAIC HOLDINGS, INC. 503 $16K +3 +0.6% 2Q SEC ↗
21 WELLS FARGO & COMPANY/MN 0 $0K -63 -100.0% 1Q SEC ↗
22 CITADEL ADVISORS LLC 0 $0K -11,647 -100.0% 1Q SEC ↗
23 UBS Group AG 0 $0K -271 -100.0% 1Q SEC ↗
24 RPS ADVISORY SOLUTIONS LLC 0 $0K -17,600 -100.0% 1Q SEC ↗

Recent Activity

New Positions (4)
HolderSharesValue
J.W. COLE ADVISORS, INC. 30,644 $968K
GOLDMAN SACHS GROUP INC 17,986 $568K
Pathway Financial Advisors LLC 8,080 $255K
CAPTRUST FINANCIAL ADVISORS 6,742 $213K
Sold Out (4)
HolderPrev SharesPrev Value
RPS ADVISORY SOLUTIONS LLC 17,600 $556K
CITADEL ADVISORS LLC 11,647 $368K
UBS Group AG 271 $9K
WELLS FARGO & COMPANY/MN 63 $2K
Biggest Increases (9)
HolderAddedChange %Total Shares
Commerce Advisors, LLC +163,635 +318.6% 214,991
StoneX Group Inc. +15,261 +24.8% 76,814
Essential Partners LLC +13,106 +21.8% 73,344
Grantham, Mayo, Van Otterloo & Co. +9,563 +7.8% 132,086
HighTower Advisors, LLC +4,350 +3.4% 130,564
KESTRA PRIVATE WEALTH SERVICES, LLC +3,256 +27.5% 15,106
Legacy Capital Wealth Partners, LLC +2,578 +2.5% 105,231
FIFTH THIRD BANCORP +18 +0.6% 3,025
OSAIC HOLDINGS, INC. +3 +0.6% 503
Biggest Decreases (4)
HolderReducedChange %Total Shares
ENVESTNET ASSET MANAGEMENT INC -9,730 -12.8% 66,397
SUSQUEHANNA INTERNATIONAL GROUP, LL -9,285 -28.2% 23,595
MML INVESTORS SERVICES, LLC -8,675 -11.3% 67,869
Cerity Partners LLC -6,685 -12.5% 46,784

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms