GMO U.S. Value ETFGMOVETF
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 19 institutions reported holding GMO U.S. Value ETF (GMOV) in their 13F filings, up 6 from Q4 2025. 8 opened new positions and 2 sold out. The largest holders were HighTower Advisors, LLC ($3.5M), GMO ($3.4M) and Legacy Capital Wealth Partners, LLC ($2.9M). 3 famous investors held it, including Jeremy Grantham (0.0% of GMO's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- GMO U.S. Value ETF
- Filed as
- GMO ETF TRUST (Q1 2026)
- CUSIP
- 90139K605
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $2.4M |
| Exits | 2 | $1.3M |
All 13F filers, Q4 2025 → Q1 2026: 258,633 shares bought and 91,595 shares sold, net +167,038 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 19 holders
| HighTower Advisors, LLC | 0.00% | Add +2.5% | 126,214 | $3.5M |
| GMO | 0.01% | Add +79.7% | 122,523 | $3.4M |
| Legacy Capital Wealth Partners, LLC | 0.59% | Add +6.4% | 102,653 | $2.9M |
| Fund Evaluation Group, LLC | 0.07% | Add +58.4% | 80,000 | $2.2M |
| MML Investors Services, LLC | 0.01% | Add +17.3% | 76,544 | $2.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +374.3% | 76,127 | $2.1M |
| StoneX Group Inc. | 0.09% | Add +10.1% | 61,553 | $1.7M |
| Essential Partners LLC | 0.57% | Add +8.6% | 60,238 | $1.7M |
| Cerity Partners LLC | 0.00% | Reduce -45.3% | 53,469 | $1.5M |
| Commerce Advisors, LLC | 1.21% | — | 51,356 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | New | 32,880 | $924K |
| AQR Capital Management | 0.00% | New | 23,509 | $661K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 11,850 | $333K |
| Citadel Advisors | 0.00% | New | 11,647 | $327K |
| Aspen Investment Management Inc | 0.09% | Reduce -10.1% | 10,875 | $306K |
| Fifth Third Bancorp | 0.00% | New | 3,007 | $84K |
| Osaic Holdings, Inc. | 0.00% | New | 500 | $14K |
| UBS Group AG | 0.00% | New | 271 | $8K |
| Wells Fargo & Company | 0.00% | New | 63 | $2K |
"% 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.