GBIL Institutional Ownership
Goldman Sachs Access Treasury 0-1 Year ETF
1W: +0.1%
1M: -0.0%
3M: -0.0%
YTD: +0.5%
1Y: +0.6%
3Y: +10.8%
5Y: +15.7%
$99.88
+0.05 (+0.05%)
Weekly Expected Move ±0.2%
$100
$100
$100
$100
$100
Overview
Chart
Holdings
Changes
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Analysis
Peers
Institutions
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Short Interest
Dividends
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Institutional Ownership — GBIL
417
Institutional Holders
+7 vs prior quarter
0.0%
Ownership
+0.00pp
6B
Total Invested
47
New Positions
155
Increased
181
Reduced
34
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (448 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | ACR Alpine Capital Research, LLC | 13,511,909 | 1.3B | +2,378,181 | +21.4% | 36Q | SEC ↗ |
| 2 | Betterment LLC | 6,260,043 | 625M | +160,877 | +2.6% | 36Q | SEC ↗ |
| 3 | MORGAN STANLEY | 4,891,893 | 489M | +109,371 | +2.3% | 39Q | SEC ↗ |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 3,180,393 | 318M | +413,349 | +14.9% | 36Q | SEC ↗ |
| 5 | OPPENHEIMER ASSET MANAGEMENT INC. | 2,974,646 | 297M | +742,644 | +33.3% | 14Q | SEC ↗ |
| 6 | GOLDMAN SACHS GROUP INC | 2,243,996 | 224M | +140,987 | +6.7% | 15Q | SEC ↗ |
| 7 | BANK OF AMERICA CORP /DE | 2,216,844 | 221M | -335,349 | -13.1% | 15Q | SEC ↗ |
| 8 | WELLS FARGO & COMPANY/MN | 2,027,792 | 203M | -28,264 | -1.4% | 36Q | SEC ↗ |
| 9 | LPL Financial LLC | 1,698,530 | 170M | -145,770 | -7.9% | 39Q | SEC ↗ |
| 10 | ROYAL BANK OF CANADA | 1,391,707 | 139M | +48,524 | +3.6% | 36Q | SEC ↗ |
| 11 | UBS Group AG | 1,051,869 | 105M | -152,381 | -12.7% | 35Q | SEC ↗ |
| 12 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 983,704 | 98M | +565,401 | +135.2% | 30Q | SEC ↗ |
| 13 | Composition Wealth, LLC | 884,634 | 88M | -259,805 | -22.7% | 18Q | SEC ↗ |
| 14 | Pathway Financial Advisors LLC | 883,009 | 88M | -75,184 | -7.8% | 19Q | SEC ↗ |
| 15 | St. James Investment Company, LLC | 861,962 | 86M | -791,905 | -47.9% | 14Q | SEC ↗ |
| 16 | Mariner, LLC | 762,625 | 76M | +387,472 | +103.3% | 27Q | SEC ↗ |
| 17 | Wealthfront Advisers LLC | 705,962 | 71M | -205,522 | -22.5% | 19Q | SEC ↗ |
| 18 | Bell Investment Advisors, Inc | 641,135 | 64M | -2,786 | -0.4% | 12Q | SEC ↗ |
| 19 | HOHIMER WEALTH MANAGEMENT, LLC | 592,861 | 59M | +83,874 | +16.5% | 14Q | SEC ↗ |
| 20 | 3EDGE Asset Management, LP | 583,193 | 58M | -307,793 | -34.5% | 7Q | SEC ↗ |
| 21 | Acorns Advisers, LLC | 544,006 | 54M | +7,540 | +1.4% | 28Q | SEC ↗ |
| 22 | Redwood Park Advisors LLC | 482,845 | 48M | +1,242 | +0.3% | 7Q | SEC ↗ |
| 23 | Atria Investments, Inc | 452,406 | 45M | +92,323 | +25.6% | 14Q | SEC ↗ |
| 24 | AMERIPRISE FINANCIAL INC | 430,349 | 43M | -85,260 | -16.5% | 16Q | SEC ↗ |
| 25 | STIFEL FINANCIAL CORP | 424,817 | 42M | +26,591 | +6.7% | 36Q | SEC ↗ |
| 26 | Cetera Investment Advisers | 344,565 | 34M | +66,156 | +23.8% | 16Q | SEC ↗ |
| 27 | Chicago Partners Investment Group LLC | 290,885 | 29M | +35,451 | +13.9% | 15Q | SEC ↗ |
| 28 | Everest Private Wealth | 262,807 | 26M | +247,988 | +1673.4% | 7Q | SEC ↗ |
| 29 | Alesco Advisors, LLC, An ESL Co | 249,147 | 25M | +86,467 | +53.2% | 11Q | SEC ↗ |
| 30 | Janney Montgomery Scott LLC NEW | 248,704 | 25M | — | +0.0% | 1Q | SEC ↗ |
| 31 | Waterloo Capital, L.P. | 234,945 | 23M | +3,024 | +1.3% | 14Q | SEC ↗ |
| 32 | Nest Investments, LLC | 232,144 | 23M | -7,068 | -3.0% | 3Q | SEC ↗ |
| 33 | COMMONWEALTH EQUITY SERVICES, LLC | 225,662 | 23M | -12,331 | -5.2% | 31Q | SEC ↗ |
| 34 | ALTFEST L J & CO INC | 218,940 | 22M | +43,873 | +25.1% | 5Q | SEC ↗ |
| 35 | NewEdge Advisors, LLC | 209,004 | 21M | +26,659 | +14.6% | 33Q | SEC ↗ |
| 36 | SAGE RHINO CAPITAL LLC | 186,254 | 19M | +23,482 | +14.4% | 15Q | SEC ↗ |
| 37 | Vivaldi Capital Management LP | 174,028 | 17M | +14,307 | +9.0% | 5Q | SEC ↗ |
| 38 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 171,413 | 17M | +92,622 | +117.6% | 12Q | SEC ↗ |
| 39 | &PARTNERS | 170,692 | 17M | +8,399 | +5.2% | 10Q | SEC ↗ |
| 40 | LEVEL FOUR ADVISORY SERVICES, LLC | 165,571 | 17M | +3,624 | +2.2% | 30Q | SEC ↗ |
| 41 | Tevis Investment Management | 156,368 | 16M | -52,067 | -25.0% | 14Q | SEC ↗ |
| 42 | RAYMOND JAMES FINANCIAL INC | 151,279 | 15M | +8,172 | +5.7% | 7Q | SEC ↗ |
| 43 | Cresset Asset Management, LLC | 145,561 | 15M | +139,333 | +2237.2% | 9Q | SEC ↗ |
| 44 | Robertson Stephens Wealth Management, | 144,376 | 14M | -13,525 | -8.6% | 14Q | SEC ↗ |
| 45 | Financial & Tax Architects, LLC | 143,348 | 14M | +100,401 | +233.8% | 22Q | SEC ↗ |
| 46 | OSAIC HOLDINGS, INC. | 142,501 | 14M | -18,457 | -11.5% | 26Q | SEC ↗ |
| 47 | VERUS CAPITAL PARTNERS, LLC | 137,866 | 14M | +900 | +0.7% | 12Q | SEC ↗ |
| 48 | Arax Advisory Partners NEW | 135,763 | 14M | — | +0.0% | 1Q | SEC ↗ |
| 49 | MBL Wealth, LLC | 126,202 | 13M | -7,474 | -5.6% | 16Q | SEC ↗ |
| 50 | GUIDANCE CAPITAL, INC | 118,446 | 12M | +4,955 | +4.4% | 10Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Janney Montgomery Scott LLC | 248,704 | 25M |
| Arax Advisory Partners | 135,763 | 14M |
| GTS SECURITIES LLC | 71,372 | 7M |
| NewEdge Wealth, LLC | 39,943 | 4M |
| Valued Retirements, Inc. | 20,380 | 2M |
| Hudson Value Partners, LLC | 20,023 | 2M |
| Tower Research Capital LLC (TRC) | 15,744 | 2M |
| HIGHLINE WEALTH PARTNERS LLC | 15,065 | 2M |
| CLIFTONLARSONALLEN WEALTH ADVISORS, | 14,053 | 1M |
| CITIZENS FINANCIAL GROUP INC/RI | 13,915 | 1M |
| CITADEL ADVISORS LLC | 7,299 | 729K |
| Providence First Trust Co | 7,188 | 718K |
| Manhattan West Asset Management, LL | 6,986 | 698K |
| DOLIVER ADVISORS, LP | 6,463 | 646K |
| Tradewinds, LLC. | 6,129 | 612K |
| J. M. Brown & Associates Inc. | 6,035 | 603K |
| 1832 Asset Management L.P. | 5,405 | 540K |
| Ashton Thomas Private Wealth, LLC | 5,000 | 499K |
| Global Retirement Partners, LLC | 4,214 | 421K |
| REGIONS FINANCIAL CORP | 4,199 | 419K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Waterway Wealth Management, LLC | 144,931 | 14M |
| Q3 Asset Management | 50,862 | 5M |
| Gotham Asset Management, LLC | 39,910 | 4M |
| US BANCORP \DE | 23,786 | 2M |
| Apollon Wealth Management, LLC | 21,942 | 2M |
| HRT FINANCIAL LP | 17,646 | 2M |
| Blue Zone Wealth Advisors, LLC | 16,895 | 2M |
| SFG Wealth Management, LLC. | 15,381 | 2M |
| Baer Investment Advisory LLC | 15,288 | 2M |
| POTENTIA WEALTH | 12,928 | 1M |
| Elevation Capital Advisory, LLC | 12,698 | 1M |
| Delta Investment Management, LLC | 11,554 | 1M |
| Retireful, LLC | 11,072 | 1M |
| JANE STREET GROUP, LLC | 10,035 | 1M |
| Trevian Wealth Management LLC | 9,085 | 907K |
| Modera Wealth Management, LLC | 8,124 | 811K |
| TIAA TRUST, NATIONAL ASSOCIATION | 8,102 | 809K |
| GWN SECURITIES INC. | 7,389 | 738K |
| Magnus Financial Group LLC | 7,288 | 728K |
| IFC Advisors LLC | 7,279 | 727K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ACR Alpine Capital Research, LLC | +2,378,181 | +21.4% | 13,511,909 |
| OPPENHEIMER ASSET MANAGEMENT INC. | +742,644 | +33.3% | 2,974,646 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +565,401 | +135.2% | 983,704 |
| ENVESTNET ASSET MANAGEMENT INC | +413,349 | +14.9% | 3,180,393 |
| Mariner, LLC | +387,472 | +103.3% | 762,625 |
| Everest Private Wealth | +247,988 | +1673.4% | 262,807 |
| Betterment LLC | +160,877 | +2.6% | 6,260,043 |
| GOLDMAN SACHS GROUP INC | +140,987 | +6.7% | 2,243,996 |
| Cresset Asset Management, LLC | +139,333 | +2237.2% | 145,561 |
| MORGAN STANLEY | +109,371 | +2.3% | 4,891,893 |
| Financial & Tax Architects, LLC | +100,401 | +233.8% | 143,348 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +92,622 | +117.6% | 171,413 |
| Atria Investments, Inc | +92,323 | +25.6% | 452,406 |
| Alesco Advisors, LLC, An ESL Co | +86,467 | +53.2% | 249,147 |
| HOHIMER WEALTH MANAGEMENT, LLC | +83,874 | +16.5% | 592,861 |
| Peak Asset Management, LLC | +77,175 | +489.6% | 92,939 |
| Cetera Investment Advisers | +66,156 | +23.8% | 344,565 |
| Atomic Invest LLC | +49,375 | +393.2% | 61,932 |
| ROYAL BANK OF CANADA | +48,524 | +3.6% | 1,391,707 |
| ALTFEST L J & CO INC | +43,873 | +25.1% | 218,940 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Corient Private Wealth LP | -801,398 | -90.8% | 80,825 |
| St. James Investment Company, LLC | -791,905 | -47.9% | 861,962 |
| BANK OF AMERICA CORP /DE | -335,349 | -13.1% | 2,216,844 |
| 3EDGE Asset Management, LP | -307,793 | -34.5% | 583,193 |
| Composition Wealth, LLC | -259,805 | -22.7% | 884,634 |
| Wealthfront Advisers LLC | -205,522 | -22.5% | 705,962 |
| UBS Group AG | -152,381 | -12.7% | 1,051,869 |
| Private Advisor Group, LLC | -150,187 | -68.6% | 68,751 |
| Redhawk Wealth Advisors, Inc. | -148,868 | -83.5% | 29,443 |
| LPL Financial LLC | -145,770 | -7.9% | 1,698,530 |
| RESOLUTE CAPITAL, LLC | -94,272 | -51.4% | 89,228 |
| AMERIPRISE FINANCIAL INC | -85,260 | -16.5% | 430,349 |
| Eldridge Investment Advisors, Inc. | -75,446 | -81.5% | 17,169 |
| Pathway Financial Advisors LLC | -75,184 | -7.8% | 883,009 |
| JPMORGAN CHASE & CO | -75,024 | -67.9% | 35,515 |
| IHT Wealth Management, LLC | -65,400 | -94.8% | 3,600 |
| RETIREMENT CAPITAL STRATEGIES | -58,026 | -81.0% | 13,576 |
| AE Wealth Management LLC | -54,433 | -89.1% | 6,689 |
| Tevis Investment Management | -52,067 | -25.0% | 156,368 |
| Cannon Capital Management, Inc. | -50,064 | -34.9% | 93,258 |