LPL Financial
GMOI

LPL Financial’s GMO International Value ETF GMOI Stock Holding History

LPL Financial’s Portfolio GMOI Stock Details GMOI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$862K Sell
23,783
-7,947
-25% -$286K ﹤0.01% 4310
2025
Q4 		$1.07M Buy
+31,730
New +$1.02M ﹤0.01% 4013

Other funds holding GMOI

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FDDB
Fidelity D&D Bancorp Dunmore, Pennsylvania $249M AUM 18.9% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial's GMOI Position: Q1 2026 in Review

LPL Financial reduced its GMO International Value ETF (GMOI) stake by 25% in Q1 2026, selling an estimated $286K and leaving 23,783 shares worth $862K. The position accounts for ﹤0.01% of the portfolio, ranked #4310.

LPL Financial first reported a position in GMOI in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.07M in Q4 2025. 42 funds tracked by Wall St. Rank hold GMOI as of Q1 2026.

  • LPL Financial held 23,783 shares of GMO International Value ETF worth $862K as of Q1 2026.
  • LPL Financial sold 7,947 GMO International Value ETF shares in Q1 2026, an estimated $286K.
  • GMO International Value ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4310 holding.
  • LPL Financial first reported a position in GMO International Value ETF in Q4 2025 and has held it in 2 quarters since.
  • LPL Financial's GMO International Value ETF position peaked at $1.07M in Q4 2025.
  • 42 funds tracked by Wall St. Rank held GMO International Value ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.