Who Owns GMO US VALUE ETF (GMOV)? -- Institutional Holders (2026-06-30)
23 institutions reported holding $33.8M of GMO US VALUE ETF (GMOV) in SEC 13F filings for 2026-06-30. Largest institutional holders: Commerce Advisors, LLC ($6.4M), Grantham, Mayo, Van Otterloo & Co. LLC ($3.9M), HighTower Advisors, LLC ($3.9M), Legacy Capital Wealth Partners, LLC ($3.1M), Fund Evaluation Group, LLC ($2.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Commerce Advisors, LLC | $6.4M | 214,991 | Added |
| 2 | Grantham, Mayo, Van Otterloo & Co. LLC | $3.9M | 132,086 | Added |
| 3 | HighTower Advisors, LLC | $3.9M | 130,564 | Added |
| 4 | Legacy Capital Wealth Partners, LLC | $3.1M | 105,231 | Added |
| 5 | Fund Evaluation Group, LLC | $2.4M | 80,000 | Hold |
| 6 | StoneX Group Inc. | $2.3M | 76,814 | Added |
| 7 | Essential Partners LLC | $2.2M | 73,344 | Added |
| 8 | MML INVESTORS SERVICES, LLC | $2.0M | 67,869 | Trimmed |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $2.0M | 66,397 | Trimmed |
| 10 | Cerity Partners LLC | $1.4M | 46,784 | Trimmed |
| 11 | J.W. COLE ADVISORS, INC. | $912,276 | 30,644 | New |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $702,423 | 23,595 | Trimmed |
| 13 | AQR CAPITAL MANAGEMENT LLC | $699,863 | 23,509 | Hold |
| 14 | GOLDMAN SACHS GROUP INC | $535,443 | 17,986 | New |
| 15 | KESTRA PRIVATE WEALTH SERVICES, LLC | $449,713 | 15,106 | Added |
| 16 | Aspen Investment Management Inc | $324,000 | 10,875 | Hold |
| 17 | Pathway Financial Advisors LLC | $245,551 | 8,080 | New |
| 18 | CAPTRUST FINANCIAL ADVISORS | $200,709 | 6,742 | New |
| 19 | FIFTH THIRD BANCORP | $90,067 | 3,025 | Added |
| 20 | OSAIC HOLDINGS, INC. | $14,974 | 503 | Added |
| 21 | CITADEL ADVISORS LLC | $0 | 0 | Exited |
| 22 | UBS Group AG | $0 | 0 | Exited |
| 23 | WELLS FARGO & COMPANY/MN | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30