GMO U.S. Value ETFGMOVETF

13F holders, Q4 2025 (December 31)
13holders +2
5new positions
3sold out
1famous investor
$27.49avg. 13F price*

At the end of Q4 2025, 13 institutions reported holding GMO U.S. Value ETF (GMOV) in their 13F filings, up 2 from Q3 2025. 5 opened new positions and 3 sold out. The largest holders were HighTower Advisors, LLC ($3.4M), Cerity Partners LLC ($2.7M) and Legacy Capital Wealth Partners, LLC ($2.7M). One famous investor held it Jeremy Grantham (0.0% of GMO's portfolio).

Company
GMO U.S. Value ETF
Filed as
GMO ETF TRUST (Q4 2025)
CUSIP
90139K605
Latest filing quarter
Q2 2026

History

Number of 13F holders

05101520 Q4 2024: 7Q4 2024Q1 2025: 6Q1 2025Q2 2025: 12Q2 2025Q3 2025: 11Q3 2025Q4 2025: 13Q4 2025Q1 2026: 19Q1 2026Q2 2026: 20Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions5$6.0M
Exits3$1.7M

All 13F filers, Q3 2025 → Q4 2025: 250,882 shares bought and 93,313 shares sold, net +157,569 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 13 holders

HighTower Advisors, LLC 0.00% Add +1.8% 123,110 $3.4M
Cerity Partners LLC 0.00% No change 97,729 $2.7M
Legacy Capital Wealth Partners, LLC 0.57% Add +6.8% 96,504 $2.7M
GMO 0.00% New 68,184 $1.9M
MML Investors Services, LLC 0.00% New 65,244 $1.8M
StoneX Group Inc. 0.07% New 55,889 $1.5M
Essential Partners LLC 0.47% Add +7.7% 55,464 $1.5M
Fund Evaluation Group, LLC 0.05% Add +7.5% 50,500 $1.4M
J.W. Cole Advisors, Inc. 0.02% Add +128.7% 28,510 $784K
RPS Advisory Solutions LLC 0.23% New 17,600 $484K
Envestnet Asset Management Inc. 0.00% Reduce -63.8% 16,051 $441K
Aspen Investment Management Inc 0.10% New 12,100 $333K
Comerica Bank 0.00% Add +1.1% 3,007 $83K

"% of holder's portfolio" is GMOV's weight in each manager's 13F, not the share of GMO U.S. Value ETF the manager owns.