GMOI · GMO Domestic Resilience ETF
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 5
Total Value: $30,768,560
Total Shares: 988,072
Institutional Ownership Trend
3 quarters
Holder Concentration
Across 5 13F filers · Δ vs Mar 31, 2026Top Holder
96.9%
−1.3 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
9,388
Highly concentrated−254
Quarterly Activity
vs Mar 31, 2026
New
3
Increased
1
Decreased
1
Sold Out
0
Unchanged
0
Holder count:
+3
Institutional value:
+3.0%
Shares held:
-7.9%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Large Janney Montgomery Scott LLC | +1,270 | 20,862 |
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Large Grantham, Mayo, Van Otterloo & Co. LLC | −96,343 | 957,072 |
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | 9,549 | $297,355 | |
| Mega JPMORGAN CHASE & CO | 495 | $15,414 | |
| Mega UBS Group AG | 94 | $2,927 |
Top Sold-Out Positions
vs Mar 31, 2026No fully closed positions this quarter.
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large Grantham, Mayo, Van Otterloo & Co. LLC | $29,803,222 | 96.86% | 957,072 | Shares | 2026-08-13 | |
| Large Janney Montgomery Scott LLC | $649,642 | 2.11% | 20,862 | Shares | 2026-08-05 | |
| Mega CITADEL ADVISORS LLC | $297,355 | 0.97% | 9,549 | Shares | 2026-08-14 | |
| Mega JPMORGAN CHASE & CO | $15,414 | 0.05% | 495 | Shares | 2026-08-12 | |
| Mega UBS Group AG | $2,927 | 0.01% | 94 | Shares | 2026-08-13 |
Key facts
CIK
1352662
CUSIP
90139K860
13F (30d)
5 filings
5 filers