Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

Grantham, Mayo, Van Otterloo & Co. LLC

CIK 0001352662· quarter ending 2026-06-30

Shares outstanding

—

no XBRL cover page found

Held by 13F filers

10,006,303

across share classes — see % per class below

Holders

+14 vs 2026-03-31 · 19 new, 5 exited

Value

$356.6M

shares +5.6% vs prior quarter

Securities (CUSIPs held in 13F this quarter)

tick to combine

CUSIP	Class (as filers write it)	Holders	Shares held	Class shares	% of class	Value	Options	Mapped via
90139K407	GMO INTL VALUE	54	6,291,578	—	—	$236.0M	—	prefix	holders →
90139K605	GMO US VALUE	20	1,134,145	—	—	$33.8M	—	13DG	holders →
90139K860	DOMES RESIL ETF	5	988,072	—	—	$30.8M	—	prefix	holders →
90139K886	ULTR SHOR IN ETF	6	593,897	—	—	$29.7M	—	prefix	holders →
90139K506	SYSTE GRADE ETF	6	902,034	—	—	$22.9M	—	prefix	holders →
90139K209	GMO BEYOND CHNA	5	58,670	—	—	$2.3M	—	prefix	holders →
90139K878	DYNAM ALLOC ETF	3	37,907	—	—	$1.0M	—	prefix	holders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings.

Top holders (69 of 69 · 90139K407, 90139K605, 90139K860, 90139K886, 90139K506, 90139K209, 90139K878)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	2,657,417	—	$99.6M	+14,479 (+0.5%)
2	Grantham, Mayo, Van Otterloo & Co. LLC	2,338,869	—	$80.1M	+110,889 (+5.0%)
3	HighTower Advisors, LLC	861,688	—	$31.3M	+25,958 (+3.1%)
4	PINNACLE ASSOCIATES LTD	757,878	—	$28.4M	+416 (+0.1%)
5	FIDELITY D & D BANCORP INC	451,896	—	$16.9M	+6,654 (+1.5%)
6	ENVESTNET ASSET MANAGEMENT INC	304,142	—	$10.9M	+19,288 (+6.8%)
7	Maltin Wealth Management, Inc.	272,404	—	$10.2M	+10,607 (+4.1%)
8	GOLDMAN SACHS GROUP INC	216,509	—	$5.8M	+157,059 (+264.2%)
9	Commerce Advisors, LLC	214,991	—	$6.4M	+163,635 (+318.6%)
10	Beaumont Financial Advisors, LLC	199,831	—	$7.5M	NEW
11	JANE STREET GROUP, LLC	133,158	—	$4.9M	-301,975 (-69.4%)
12	Essential Partners LLC	112,419	—	$3.6M	+13,106 (+13.2%)
13	CITADEL ADVISORS LLC	107,525	—	$4.0M	-224,211 (-67.6%)
14	Legacy Capital Wealth Partners, LLC	105,231	—	$3.1M	+2,578 (+2.5%)
15	New England Private Wealth Advisors LLC	101,241	—	$4.0M	+31,208 (+44.6%)
16	State of New Jersey Common Pension Fund D	85,000	—	$2.2M	NEW
17	Fund Evaluation Group, LLC	80,000	—	$2.4M	—
18	J.W. COLE ADVISORS, INC.	79,670	—	$2.7M	NEW
19	American Money Management, LLC	78,524	—	$2.9M	NEW
20	StoneX Group Inc.	76,814	—	$2.3M	+15,261 (+24.8%)
21	MML INVESTORS SERVICES, LLC	67,869	—	$2.0M	-8,675 (-11.3%)
22	Hara Capital LLC	57,724	—	$2.0M	+13,232 (+29.7%)
23	Capital Investment Advisors, LLC	56,696	—	$2.1M	NEW
24	Pathway Financial Advisors LLC	55,548	—	$2.1M	+5,715 (+11.5%)
25	Janney Montgomery Scott LLC	49,460	—	$1.7M	+6,188 (+14.3%)
26	Cerity Partners LLC	46,784	—	$1.4M	-6,685 (-12.5%)
27	SUSQUEHANNA INTERNATIONAL GROUP, LLP	40,853	—	$1.3M	-72,551 (-64.0%)
28	KESTRA PRIVATE WEALTH SERVICES, LLC	39,841	—	$1.4M	+5,706 (+16.7%)
29	CIBC Bancorp USA Inc.	27,862	—	$1.0M	NEW
30	Orcam Financial Group	27,050	—	$1.0M	+6,000 (+28.5%)
31	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	23,846	—	$893K	+6,624 (+38.5%)
32	AQR CAPITAL MANAGEMENT LLC	23,509	—	$700K	—
33	LAZARD ASSET MANAGEMENT LLC	20,851	—	$824K	—
34	Cerro Pacific Wealth Advisors LLC	20,284	—	$760K	NEW
35	Aspen Investment Management Inc	18,955	—	$627K	-2,625 (-12.2%)
36	Tempus Wealth Planning, LLC	18,220	—	$683K	-60,510 (-76.9%)
37	LPL Financial LLC	17,306	—	$649K	-6,477 (-27.2%)
38	Prospera Financial Services Inc	15,562	—	$583K	+982 (+6.7%)
39	TRUIST FINANCIAL CORP	15,335	—	$575K	-438 (-2.8%)
40	Steward Partners Investment Advisory, LLC	14,232	—	$533K	+13,941 (+4790.7%)
41	MORGAN STANLEY	11,305	—	$561K	+10,165 (+891.7%)
42	Centurion Wealth Management LLC	11,250	—	$422K	-500 (-4.3%)
43	OSAIC HOLDINGS, INC.	10,913	—	$410K	+3,833 (+54.1%)
44	Quantinno Capital Management LP	9,801	—	$367K	NEW
45	LGL PARTNERS, LLC	9,000	—	$248K	—
46	CAPTRUST FINANCIAL ADVISORS	6,742	—	$201K	NEW
47	1620 INVESTMENT ADVISORS, INC.	6,549	—	$245K	NEW
48	Sanctuary Advisors, LLC	6,240	—	$234K	+413 (+7.1%)
49	ARBOR CAPITAL MANAGEMENT INC /ADV	5,770	—	$231K	NEW
50	Focus Partners Wealth	5,653	—	$212K	NEW
51	Creative Planning	5,434	—	$204K	NEW
52	BCS Private Wealth Management, Inc.	5,000	—	$251K	—
53	FIFTH THIRD BANCORP	3,025	—	$90K	-311 (-9.3%)
54	UBS Group AG	2,613	—	$97K	+2,342 (+864.2%)
55	GILPIN WEALTH MANAGEMENT, LLC	2,400	—	$90K	+1,200 (+100.0%)
56	Coston, McIsaac & Partners	2,113	—	$79K	+1,127 (+114.3%)
57	Farther Finance Advisors, LLC	2,015	—	$76K	+365 (+22.1%)
58	Allied Private Wealth LLC	1,426	—	$54K	NEW
59	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1,334	—	$50K	-666 (-33.3%)
60	Signature Equity Partners, LLC	1,317	—	$49K	+532 (+67.8%)
61	TD Waterhouse Canada Inc.	912	—	$34K	NEW
62	Anchor Investment Management, LLC	500	—	$19K	-1,500 (-75.0%)
63	JPMORGAN CHASE & CO	495	—	$15K	NEW
64	PRIVATE TRUST CO NA	417	—	$16K	NEW
65	Your Advocates Ltd., LLP	370	—	$14K	—
66	Community Bank, N.A.	291	—	$11K	—
67	ASSETMARK, INC	199	—	$7K	NEW
68	MONTAG A & ASSOCIATES INC	125	—	$5K	—
69	BROWN BROTHERS HARRIMAN & CO	100	—	$4K	NEW

Exited since 2026-03-31 (5 filers; largest 5 shown)

Sunbelt Securities, Inc.	−15,442
GTS SECURITIES LLC	−9,322
Colonial Trust Co / SC	−2,000
MAI Capital Management	−590
WELLS FARGO & COMPANY/MN	−63

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting person	Form	Filed	Event	Shares	% of class
Commerce Advisors, LLC	SCHEDULE 13G	2026-08-07	2026-07-10	296,011	9.3%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.