47 tracked 13F filers disclose a position in GMOI as of the latest SEC 13F filings, a combined $247.5M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $99.6M | 2.7M | ▲+0.5% Added · +14K sh | Q2 2026 | |
| 2 | PINNACLE ASSOCIATES LTD | $28.4M | 758K | ▲+0.1% Added · +416 sh | Q2 2026 | |
| 3 | HighTower Advisors, LLC | $25.7M | 710K | ▼−1.6% Reduced · −11K sh | Q1 2026 | |
| 4 | FIDELITY D & D BANCORP INC | $16.9M | 452K | ▲+1.5% Added · +7K sh | Q2 2026 | |
| 5 | JANE STREET GROUP, LLC | $13.7M | 379K | ▲32× Added · +368K sh | Q1 2026 | |
| 6 | Maltin Wealth Management, Inc. | $10.2M | 272K | ▲+4.0% Added · +11K sh | Q2 2026 | |
| 7 | CITADEL ADVISORS LLC | $9.7M | 269K | ▲New +269K sh | Q1 2026 | |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $7.6M | 209K | ▲New +209K sh | Q1 2026 | |
| 9 | Beaumont Financial Advisors, LLC | $7.5M | 200K | ▲New +200K sh | Q2 2026 | |
| 10 | Grantham, Mayo, Van Otterloo & Co. LLC | $4.1M | 108K | ▲+10% Added · +10K sh | Q2 2026 | |
| 11 | New England Private Wealth Advisors LLC | $4.0M | 101K | ▲+45% Added · +31K sh | Q2 2026 | |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.9M | 81K | ▲New +81K sh | Q1 2026 | |
| 13 | American Money Management, LLC | $2.9M | 79K | ▲New +79K sh | Q2 2026 | |
| 14 | J.W. COLE ADVISORS, INC. | $1.8M | 49K | ▲Added Added · +49K sh | Q2 2026 | |
| 15 | Pathway Financial Advisors LLC | $1.8M | 47K | ▼−4.7% Reduced · −2K sh | Q2 2026 | |
| 16 | Essential Partners LLC | $1.5M | 39K | —Held | Q2 2026 | |
| 17 | KESTRA PRIVATE WEALTH SERVICES, LLC | $927K | 25K | ▲+11% Added · +2K sh | Q2 2026 | |
| 18 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $893K | 24K | ▲+38% Added · +7K sh | Q2 2026 | |
| 19 | LPL Financial LLC | $862K | 24K | ▼−25% Reduced · −8K sh | Q1 2026 | |
| 20 | Hara Capital LLC | $804K | 21K | ▼−0.7% Reduced · −157 sh | Q2 2026 | |
| 21 | Cerro Pacific Wealth Advisors LLC | $760K | 20K | ▲New +20K sh | Q2 2026 | |
| 22 | Tempus Wealth Planning, LLC | $683K | 18K | ▼−77% Reduced · −61K sh | Q2 2026 | |
| 23 | TRUIST FINANCIAL CORP | $571K | 16K | ▲New +16K sh | Q1 2026 | |
| 24 | Prospera Financial Services Inc | $583K | 16K | ▲+6.7% Added · +982 sh | Q2 2026 | |
| 25 | Steward Partners Investment Advisory, LLC | $533K | 14K | ▲49× Added · +14K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 5 funds opened a new position in GMOI and 9 added to an existing one, while 1 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 18 funds | $5.3B |
| APPLE INCAAPL | 18 funds | $4.9B |
| MICROSOFT CORPMSFT | 18 funds | $4.3B |
| AMAZON.COM INCAMZN | 18 funds | $3.8B |
| UNITEDHEALTH GROUP INCUNH | 18 funds | $1.7B |
| COSTCO WHOLESALE CORPCOST | 18 funds | $687.0M |
| CHEVRON CORPCVX | 18 funds | $429.1M |
| MCDONALD'S CORPMCD | 18 funds | $153.4M |
| ALPHABET INC-CL AGOOGL | 17 funds | $3.6B |
| META PLATFORMS INC-CLASS AMETA | 17 funds | $3.4B |
| BROADCOM INCAVGO | 17 funds | $2.8B |
| THERMO FISHER SCIENTIFIC INCTMO | 17 funds | $1.8B |
Ranked by how many of GMOI's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| QLTYmc | 143 funds | $3.5B |
| GMOIthis pageUIT EXCHANGE TRADED | 47 funds | $247.5M |
| GMOVGMO US VALUE | 20 funds | $33.2M |
| QLTIINTL QUALITY ETF | 16 funds | $83.9M |
| BCHIUIT EXCHANGE TRADED | 6 funds | $2.4M |
| GMOCULTRA-SHORT INCO | 4 funds | $28.0M |
| INVGSYSTE GRADE ETF | 4 funds | $19.1M |
| GMODGMO DYNAMIC ALLO | 4 funds | $2.2M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for GMOI
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/GMOI/capital-change-brief"
Use Arkolith's capital_change_brief for GMOI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for GMOI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.