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GCOR Institutional Ownership

Goldman Sachs Access U.S. Aggregate Bond ETF
1W: -0.6% 1M: -2.8% 3M: -4.6% YTD: -5.2% 1Y: -5.5% 3Y: +8.3% 5Y: -8.4%
$39.12
-0.06 (-0.15%)
 
Weekly Expected Move ±0.7%
$39 $39 $39 $39 $40
ETF AMEX · AUM $768.0M

Institutional Ownership — GCOR

87
Institutional Holders
+7 vs prior quarter
0.0%
Ownership
+0.00pp
846M
Total Invested
14
New Positions
37
Increased
28
Reduced
6
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (93 total)

# Holder Shares Value Change Change % Holding Period Filing
1 LPL Financial LLC 6,917,856 $271M +197,498 +2.9% 24Q SEC ↗
2 ENVESTNET ASSET MANAGEMENT INC 4,490,100 $176M +183,307 +4.3% 24Q SEC ↗
3 MORGAN STANLEY 1,554,686 $61M +322,888 +26.2% 22Q SEC ↗
4 PRINCIPAL SECURITIES, INC. 1,507,766 $59M +62,146 +4.3% 11Q SEC ↗
5 Envestnet Portfolio Solutions, Inc. 1,125,737 $44M +105,515 +10.3% 12Q SEC ↗
6 Betterment LLC 1,107,239 $43M +51,331 +4.9% 23Q SEC ↗
7 Cetera Investment Advisers 933,132 $37M +38,072 +4.3% 17Q SEC ↗
8 GOLDMAN SACHS GROUP INC 638,453 $25M -512,408 -44.5% 5Q SEC ↗
9 Keebeck Wealth Management 474,423 $19M -14,380 -2.9% 5Q SEC ↗
10 JANE STREET GROUP, LLC 459,253 $18M +55,847 +13.8% 2Q SEC ↗
11 Sowell Financial Services LLC 399,487 $16M +131,850 +49.3% 5Q SEC ↗
12 CAPTRUST FINANCIAL ADVISORS 166,114 $6M +4,354 +2.7% 13Q SEC ↗
13 Bank of New York Mellon Corp 123,067 $5M +6,384 +5.5% 24Q SEC ↗
14 NewEdge Advisors, LLC 122,893 $5M -1,280 -1.0% 15Q SEC ↗
15 LifePlan Investment Advisors, Inc. 107,765 $4M -792 -0.7% 10Q SEC ↗
16 CITADEL ADVISORS LLC 94,865 $4M -15,482 -14.0% 2Q SEC ↗
17 David Kennon Inc 94,106 $4M +83 +0.1% 10Q SEC ↗
18 CoreCap Advisors, LLC 86,015 $3M +12,412 +16.9% 13Q SEC ↗
19 CENTAURUS FINANCIAL, INC. 83,698 $3M +74,061 +768.5% 8Q SEC ↗
20 Conservest Capital Advisors, Inc. NEW 83,175 $3M — +0.0% 1Q SEC ↗
21 COMMONWEALTH EQUITY SERVICES, LLC 81,956 $3M -6,833 -7.7% 16Q SEC ↗
22 Vestmark Advisory Solutions, Inc. 81,338 $3M +11,779 +16.9% 4Q SEC ↗
23 ELEVATION POINT WEALTH PARTNERS, LLC 81,338 $3M +1,035 +1.3% 4Q SEC ↗
24 Founders Financial Alliance, LLC 72,462 $3M +70,186 +3083.7% 2Q SEC ↗
25 Corient Private Wealth LP 70,882 $3M -50,762 -41.7% 3Q SEC ↗
26 Castle Rock Wealth Management, LLC 57,170 $2M -1,429 -2.4% 11Q SEC ↗
27 PRIVATE TRUST CO NA 50,274 $2M -730 -1.4% 10Q SEC ↗
28 BANK OF AMERICA CORP /DE 42,357 $2M +1,873 +4.6% 15Q SEC ↗
29 Orion Porfolio Solutions, LLC 39,551 $2M +2,112 +5.6% 14Q SEC ↗
30 Robertson Stephens Wealth Management, 37,280 $1M -7,164 -16.1% 13Q SEC ↗
31 Integrated Wealth Concepts LLC 33,509 $1M -260 -0.8% 14Q SEC ↗
32 Sanctuary Advisors, LLC 33,130 $1M +451 +1.4% 9Q SEC ↗
33 Transamerica Financial Advisors, LLC 30,349 $1M +11,460 +60.7% 4Q SEC ↗
34 OSAIC HOLDINGS, INC. 30,105 $1M -872 -2.8% 24Q SEC ↗
35 Beacon Financial Advisory LLC 30,088 $1M +4,227 +16.3% 5Q SEC ↗
36 Ausdal Financial Partners, Inc. 26,360 $1M +745 +2.9% 23Q SEC ↗
37 Perigon Wealth Management, LLC 26,123 $1M -604 -2.3% 15Q SEC ↗
38 Global Retirement Partners, LLC NEW 24,898 $974K — +0.0% 1Q SEC ↗
39 Legacy Advisors, LLC 24,086 $942K +949 +4.1% 4Q SEC ↗
40 ASHTON THOMAS SECURITIES, LLC NEW 17,915 $701K — +0.0% 1Q SEC ↗
41 SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW 16,453 $644K — +0.0% 1Q SEC ↗
42 Maia Wealth LLC 15,800 $618K -1,757 -10.0% 9Q SEC ↗
43 Syntegra Private Wealth Group, LLC 14,911 $583K +1,743 +13.2% 6Q SEC ↗
44 INTEGRITY ALLIANCE, LLC. 14,772 $578K -705 -4.6% 3Q SEC ↗
45 Regal Investment Advisors LLC 14,009 $548K -1,400 -9.1% 19Q SEC ↗
46 RAYMOND JAMES FINANCIAL INC 12,620 $494K -729 -5.5% 5Q SEC ↗
47 MML INVESTORS SERVICES, LLC 12,081 $473K +3,984 +49.2% 3Q SEC ↗
48 Patriot Financial Group Insurance Agen 11,352 $444K -23,990 -67.9% 7Q SEC ↗
49 Perennial Investment Advisors, LLC 10,354 $405K -264 -2.5% 16Q SEC ↗
50 Equitable Holdings, Inc. NEW 6,987 $273K — +0.0% 1Q SEC ↗
Biggest Increases (20)
HolderAddedChange %Total Shares
MORGAN STANLEY +322,888 +26.2% 1,554,686
LPL Financial LLC +197,498 +2.9% 6,917,856
ENVESTNET ASSET MANAGEMENT INC +183,307 +4.3% 4,490,100
Sowell Financial Services LLC +131,850 +49.3% 399,487
Envestnet Portfolio Solutions, Inc. +105,515 +10.3% 1,125,737
CENTAURUS FINANCIAL, INC. +74,061 +768.5% 83,698
Founders Financial Alliance, LLC +70,186 +3083.7% 72,462
PRINCIPAL SECURITIES, INC. +62,146 +4.3% 1,507,766
JANE STREET GROUP, LLC +55,847 +13.8% 459,253
Betterment LLC +51,331 +4.9% 1,107,239
Cetera Investment Advisers +38,072 +4.3% 933,132
CoreCap Advisors, LLC +12,412 +16.9% 86,015
Vestmark Advisory Solutions, Inc. +11,779 +16.9% 81,338
Transamerica Financial Advisors, LL +11,460 +60.7% 30,349
Bank of New York Mellon Corp +6,384 +5.5% 123,067
CAPTRUST FINANCIAL ADVISORS +4,354 +2.7% 166,114
Beacon Financial Advisory LLC +4,227 +16.3% 30,088
MML INVESTORS SERVICES, LLC +3,984 +49.2% 12,081
Orion Porfolio Solutions, LLC +2,112 +5.6% 39,551
BANK OF AMERICA CORP /DE +1,873 +4.6% 42,357
Biggest Decreases (20)
HolderReducedChange %Total Shares
GOLDMAN SACHS GROUP INC -512,408 -44.5% 638,453
Corient Private Wealth LP -50,762 -41.7% 70,882
Patriot Financial Group Insurance A -23,990 -67.9% 11,352
CITADEL ADVISORS LLC -15,482 -14.0% 94,865
Keebeck Wealth Management -14,380 -2.9% 474,423
Robertson Stephens Wealth Managemen -7,164 -16.1% 37,280
COMMONWEALTH EQUITY SERVICES, LLC -6,833 -7.7% 81,956
Maia Wealth LLC -1,757 -10.0% 15,800
WELLS FARGO & COMPANY/MN -1,592 -90.2% 172
World Investment Advisors -1,525 -18.5% 6,739
Castle Rock Wealth Management, LLC -1,429 -2.4% 57,170
Regal Investment Advisors LLC -1,400 -9.1% 14,009
NewEdge Advisors, LLC -1,280 -1.0% 122,893
OSAIC HOLDINGS, INC. -872 -2.8% 30,105
LifePlan Investment Advisors, Inc. -792 -0.7% 107,765
PRIVATE TRUST CO NA -730 -1.4% 50,274
RAYMOND JAMES FINANCIAL INC -729 -5.5% 12,620
INTEGRITY ALLIANCE, LLC. -705 -4.6% 14,772
Perigon Wealth Management, LLC -604 -2.3% 26,123
Atria Investments, Inc -353 -5.3% 6,369

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms