Filing Research | GMO ETF TRUST Institutional Holdings

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13F - Institutional holdings explorer

Snapshot holdings

15 / 15 loaded

#		Instrument	quantity
1	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	2.7MSH	$99.6M
2	Maltin Wealth Management, Inc.	Shares	272.4KSH	$10.2M
3	J.W. COLE ADVISORS, INC.	Shares	49.0KSH	$1.8M
4	Pathway Financial Advisors LLC	Shares	47.5KSH	$1.8M
5	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	23.8KSH	$892.6K
6	Cerro Pacific Wealth Advisors LLC	Shares	20.3KSH	$760.3K
7	Tempus Wealth Planning, LLC	Shares	18.2KSH	$682.9K
8	Prospera Financial Services Inc	Shares	15.6KSH	$583.3K
9	Centurion Wealth Management LLC	Shares	11.3KSH	$421.7K
10	Curated Wealth Partners LLC	Shares	8.6KSH	$349.5K
11	1620 INVESTMENT ADVISORS, INC.	Shares	6.5KSH	$245.5K
12	GILPIN WEALTH MANAGEMENT, LLC	Shares	2.4KSH	$90.0K
13	Farther Finance Advisors, LLC	Shares	2.0KSH	$75.8K
14	Allied Private Wealth LLC	Shares	1.4KSH	$54.1K
15	Aspen Investment Management Inc	Shares	8.1KSH	$303

Manager changes2026-06-30 vs 2026-03-31

14 / 14 loaded

#		Instrument
1	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added	Shares	+14.5K	+$3.8M	$99.6M
2	J.W. COLE ADVISORS, INC. new	Shares	+49.0K	+$1.8M	$1.8M
3	Cerro Pacific Wealth Advisors LLC new	Shares	+20.3K	+$760.3K	$760.3K
4	Maltin Wealth Management, Inc. added	Shares	+10.6K	+$725.0K	$10.2M
5	Curated Wealth Partners LLC new	Shares	+8.6K	+$349.5K	$349.5K
6	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+6.6K	+$261.9K	$892.6K
7	1620 INVESTMENT ADVISORS, INC. new	Shares	+6.5K	+$245.5K	$245.5K
8	Prospera Financial Services Inc added	Shares	+982	+$55.0K	$583.3K
9	GILPIN WEALTH MANAGEMENT, LLC added	Shares	+1.2K	+$46.5K	$90.0K
10	Farther Finance Advisors, LLC added	Shares	+365	+$15.4K	$75.8K
11	Aspen Investment Management Inc trimmed	Shares	-2.6K	-$85	$303
12	Centurion Wealth Management LLC trimmed	Shares	-500	-$4.0K	$421.7K
13	Pathway Financial Advisors LLC trimmed	Shares	-2.4K	-$16.7K	$1.8M
14	Tempus Wealth Planning, LLC trimmed	Shares	-60.5K	-$2.2M	$682.9K

Filing Research | GMO ETF TRUST Institutional Holdings