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GEM Institutional Ownership

Goldman Sachs ActiveBeta Emerging Markets Equity ETF
1W: -0.8% 1M: +0.6% 3M: +0.0% YTD: +21.0% 1Y: +25.4% 3Y: +85.8% 5Y: +50.5%
$51.58
+0.65 (+1.28%)
 
Weekly Expected Move ±3.2%
$48 $50 $52 $53 $55
ETF AMEX · AUM $1.7B

Institutional Ownership — GEM

215
Institutional Holders
+22 vs prior quarter
0.0%
Ownership
+0.00pp
2B
Total Invested
35
New Positions
62
Increased
74
Reduced
10
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (226 total)

# Holder Shares Value Change Change % Holding Period Filing
1 WELLS FARGO & COMPANY/MN 4,358,569 $225M +312,384 +7.7% 40Q SEC ↗
2 SigFig Wealth Management, LLC 3,357,316 $173M +11,417 +0.3% 33Q SEC ↗
3 GOLDMAN SACHS GROUP INC 3,253,188 $168M +205,553 +6.7% 15Q SEC ↗
4 ENVESTNET ASSET MANAGEMENT INC 3,127,532 $161M +1,627,669 +108.5% 31Q SEC ↗
5 LPL Financial LLC 2,192,221 $113M +134,493 +6.5% 40Q SEC ↗
6 Betterment LLC 2,024,982 $104M -46,855 -2.3% 38Q SEC ↗
7 Arvest Bank Trust Division 1,106,818 $57M -27,527 -2.4% 8Q SEC ↗
8 STATE OF WISCONSIN INVESTMENT BOARD 1,091,863 $56M — +0.0% 6Q SEC ↗
9 MORGAN STANLEY 936,843 $48M +127,875 +15.8% 42Q SEC ↗
10 HB Wealth Management, LLC 910,914 $47M -29,100 -3.1% 6Q SEC ↗
11 JANE STREET GROUP, LLC NEW 750,000 $39M — +0.0% 1Q SEC ↗
12 BANK OF AMERICA CORP /DE 708,584 $37M +35,287 +5.2% 15Q SEC ↗
13 UNITED CAPITAL FINANCIAL ADVISORS, LLC 642,877 $33M +89,640 +16.2% 3Q SEC ↗
14 PRINCIPAL SECURITIES, INC. 596,572 $31M +249,241 +71.8% 11Q SEC ↗
15 ROYAL BANK OF CANADA 476,306 $25M -9,837 -2.0% 40Q SEC ↗
16 Cetera Investment Advisers 466,422 $24M +111,104 +31.3% 15Q SEC ↗
17 FIRST FOUNDATION ADVISORS 428,400 $22M +21,720 +5.3% 34Q SEC ↗
18 RAYMOND JAMES FINANCIAL INC 428,014 $22M +780 +0.2% 7Q SEC ↗
19 ARVEST INVESTMENTS, INC. 419,485 $22M +3,259 +0.8% 11Q SEC ↗
20 Envestnet Portfolio Solutions, Inc. 394,433 $20M +178,228 +82.4% 12Q SEC ↗
21 UBS Group AG 296,207 $15M -9,230 -3.0% 42Q SEC ↗
22 COMMONWEALTH EQUITY SERVICES, LLC 263,652 $14M -8,163 -3.0% 35Q SEC ↗
23 AMERICAN NATIONAL BANK & TRUST 259,995 $13M +45,702 +21.3% 31Q SEC ↗
24 Apella Capital, LLC 238,766 $12M -7,581 -3.1% 13Q SEC ↗
25 Sanctuary Advisors, LLC 230,991 $12M +3,770 +1.7% 9Q SEC ↗
26 Vestmark Advisory Solutions, Inc. 214,740 $11M +6,026 +2.9% 4Q SEC ↗
27 ELEVATION POINT WEALTH PARTNERS, LLC 214,661 $11M +556 +0.3% 4Q SEC ↗
28 Strategic Financial Services, Inc. 206,166 $11M -16,089 -7.2% 17Q SEC ↗
29 SPINNAKER TRUST 187,166 $10M -6,274 -3.2% 25Q SEC ↗
30 CoreCap Advisors, LLC 155,725 $8M +7,406 +5.0% 8Q SEC ↗
31 Destiny Wealth Partners, LLC 152,372 $8M -6,222 -3.9% 23Q SEC ↗
32 MARSHALL WACE, LLP 147,817 $8M -16,798 -10.2% 6Q SEC ↗
33 CENTRAL TRUST Co 144,952 $7M +3,027 +2.1% 21Q SEC ↗
34 Anchor Investment Management, LLC 123,566 $6M -7,624 -5.8% 26Q SEC ↗
35 AlphaCore Capital LLC 100,300 $5M -220 -0.2% 6Q SEC ↗
36 Gladstone Institutional Advisory LLC 88,316 $5M +51 +0.1% 20Q SEC ↗
37 Keebeck Wealth Management 86,781 $4M -331 -0.4% 5Q SEC ↗
38 Asset Advisors Investment Management, NEW 77,829 $4M — +0.0% 1Q SEC ↗
39 SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW 73,367 $4M — +0.0% 1Q SEC ↗
40 OLD MISSION CAPITAL LLC 71,629 $4M -59,753 -45.5% 2Q SEC ↗
41 GFG Capital, LLC 70,570 $4M -71,615 -50.4% 27Q SEC ↗
42 1900 WEALTH MANAGEMENT LLC 66,833 $3M -1,552 -2.3% 23Q SEC ↗
43 Clay Northam Wealth Management, LLC 64,517 $3M +2,000 +3.2% 19Q SEC ↗
44 NewEdge Advisors, LLC 54,330 $3M -732 -1.3% 26Q SEC ↗
45 Baird Financial Group, Inc. 50,392 $3M +1,038 +2.1% 37Q SEC ↗
46 PKS Advisory Services, LLC NEW 50,132 $3M — +0.0% 1Q SEC ↗
47 OSAIC HOLDINGS, INC. 48,156 $2M +6,007 +14.3% 26Q SEC ↗
48 NORTHWESTERN MUTUAL WEALTH MANAGEMENT 46,858 $2M +40,701 +661.1% 21Q SEC ↗
49 ATWOOD & PALMER INC 43,693 $2M -1,248 -2.8% 25Q SEC ↗
50 WEALTH ENHANCEMENT ADVISORY SERVICES, 38,736 $2M +2,724 +7.6% 20Q SEC ↗

Recent Activity

New Positions (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
ENVESTNET ASSET MANAGEMENT INC +1,627,669 +108.5% 3,127,532
WELLS FARGO & COMPANY/MN +312,384 +7.7% 4,358,569
PRINCIPAL SECURITIES, INC. +249,241 +71.8% 596,572
GOLDMAN SACHS GROUP INC +205,553 +6.7% 3,253,188
Envestnet Portfolio Solutions, Inc. +178,228 +82.4% 394,433
LPL Financial LLC +134,493 +6.5% 2,192,221
MORGAN STANLEY +127,875 +15.8% 936,843
Cetera Investment Advisers +111,104 +31.3% 466,422
UNITED CAPITAL FINANCIAL ADVISORS, +89,640 +16.2% 642,877
AMERICAN NATIONAL BANK & TRUST +45,702 +21.3% 259,995
NORTHWESTERN MUTUAL WEALTH MANAGEME +40,701 +661.1% 46,858
BANK OF AMERICA CORP /DE +35,287 +5.2% 708,584
FIRST FOUNDATION ADVISORS +21,720 +5.3% 428,400
Founders Financial Alliance, LLC +20,920 +5377.9% 21,309
Worth Financial Advisory Group, LLC +14,012 +3417.6% 14,422
SigFig Wealth Management, LLC +11,417 +0.3% 3,357,316
Cerity Partners LLC +9,666 +59.2% 25,998
MML INVESTORS SERVICES, LLC +7,513 +113.2% 14,151
CoreCap Advisors, LLC +7,406 +5.0% 155,725
Vestmark Advisory Solutions, Inc. +6,026 +2.9% 214,740
Biggest Decreases (20)
HolderReducedChange %Total Shares
GFG Capital, LLC -71,615 -50.4% 70,570
GeoWealth Management, LLC -63,776 -98.4% 1,024
OLD MISSION CAPITAL LLC -59,753 -45.5% 71,629
Betterment LLC -46,855 -2.3% 2,024,982
HB Wealth Management, LLC -29,100 -3.1% 910,914
Mariner, LLC -28,665 -81.9% 6,337
Arvest Bank Trust Division -27,527 -2.4% 1,106,818
MARSHALL WACE, LLP -16,798 -10.2% 147,817
Strategic Financial Services, Inc. -16,089 -7.2% 206,166
ROYAL BANK OF CANADA -9,837 -2.0% 476,306
UBS Group AG -9,230 -3.0% 296,207
COMMONWEALTH EQUITY SERVICES, LLC -8,163 -3.0% 263,652
Anchor Investment Management, LLC -7,624 -5.8% 123,566
Apella Capital, LLC -7,581 -3.1% 238,766
SPINNAKER TRUST -6,274 -3.2% 187,166
Destiny Wealth Partners, LLC -6,222 -3.9% 152,372
Gateway Wealth Partners, LLC -5,763 -53.7% 4,974
EP Wealth Advisors, LLC -4,594 -19.5% 18,970
Kestra Advisory Services, LLC -2,922 -31.6% 6,333
Rockefeller Capital Management L.P. -2,395 -13.2% 15,795

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