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GMUB Institutional Ownership

Goldman Sachs Municipal Income ETF
1W: +0.3% 1M: -2.7% 3M: -4.8% YTD: -3.9% 1Y: -3.0%
$48.93
-0.06 (-0.11%)
 
Weekly Expected Move ±0.8%
$48 $49 $49 $49 $50
ETF AMEX · AUM $50.2M

Institutional Ownership — GMUB

71
Institutional Holders
+15 vs prior quarter
0.0%
Ownership
+0.00pp
245M
Total Invested
18
New Positions
36
Increased
13
Reduced
9
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (74 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Betterment LLC 1,004,401 $49M +66,650 +7.1% 5Q SEC ↗
2 Composition Wealth, LLC 854,388 $42M +136,830 +19.1% 2Q SEC ↗
3 Heartwood Wealth Advisors LLC 497,558 $24M +55,153 +12.5% 2Q SEC ↗
4 STIFEL FINANCIAL CORP 362,252 $18M +28,391 +8.5% 4Q SEC ↗
5 GoalVest Advisory LLC 348,570 $17M +41,230 +13.4% 4Q SEC ↗
6 ENVESTNET ASSET MANAGEMENT INC 288,016 $14M +23,415 +8.8% 2Q SEC ↗
7 UNITED CAPITAL FINANCIAL ADVISORS, LLC 282,139 $14M +17,569 +6.6% 3Q SEC ↗
8 Asio Capital, LLC 220,569 $11M +42,905 +24.1% 3Q SEC ↗
9 JPMORGAN CHASE & CO 174,326 $9M +88,762 +103.7% 4Q SEC ↗
10 Private Advisor Group, LLC NEW 171,806 $8M — +0.0% 1Q SEC ↗
11 Capital Advisors Wealth Management, LL 159,690 $8M +36,987 +30.1% 4Q SEC ↗
12 Pinion Investment Advisors, LLC 157,167 $8M +14,933 +10.5% 4Q SEC ↗
13 Retirement Planning Group, LLC 145,529 $7M +23,356 +19.1% 6Q SEC ↗
14 GENTRY PRIVATE WEALTH, LLC 111,366 $5M +7,312 +7.0% 4Q SEC ↗
15 GOLDMAN SACHS GROUP INC 98,419 $5M +7,937 +8.8% 8Q SEC ↗
16 Berger Financial Group, Inc 74,142 $4M +6,100 +9.0% 4Q SEC ↗
17 Sowell Financial Services LLC 71,742 $4M +1,301 +1.8% 5Q SEC ↗
18 Farther Finance Advisors, LLC 69,085 $3M +2,905 +4.4% 3Q SEC ↗
19 FIRST AMERICAN TRUST, FSB 67,742 $3M +35,530 +110.3% 4Q SEC ↗
20 LPL Financial LLC 64,226 $3M +33,984 +112.4% 3Q SEC ↗
21 Integrated Wealth Concepts LLC NEW 50,301 $2M — +0.0% 1Q SEC ↗
22 Fourth Dimension Wealth, LLC NEW 45,776 $2M — +0.0% 1Q SEC ↗
23 GGM Financial LLC 44,732 $2M +28,839 +181.5% 3Q SEC ↗
24 Syntegra Private Wealth Group, LLC NEW 27,121 $1M — +0.0% 1Q SEC ↗
25 WealthPlan Investment Management, LLC 26,848 $1M +12,396 +85.8% 4Q SEC ↗
26 Summit Financial, LLC NEW 26,101 $1M — +0.0% 1Q SEC ↗
27 Thompson David Blair 22,939 $1M -7,243 -24.0% 3Q SEC ↗
28 &PARTNERS 22,799 $1M — +0.0% 5Q SEC ↗
29 JANE STREET GROUP, LLC 20,504 $1M -61,450 -75.0% 8Q SEC ↗
30 Perigon Wealth Management, LLC 19,949 $976K +1,540 +8.4% 2Q SEC ↗
31 COLTON GROOME FINANCIAL ADVISORS, LLC 17,730 $868K +5,925 +50.2% 3Q SEC ↗
32 Landmark Wealth Management, LLC 17,361 $849K +3,109 +21.8% 5Q SEC ↗
33 Johnson Bixby & Associates, LLC 17,116 $837K +449 +2.7% 2Q SEC ↗
34 Equitable Holdings, Inc. 16,838 $824K +2,750 +19.5% 3Q SEC ↗
35 CITADEL ADVISORS LLC NEW 12,648 $619K — +0.0% 1Q SEC ↗
36 Sanctuary Advisors, LLC 12,443 $609K +1,239 +11.1% 3Q SEC ↗
37 Miller Capital Partners, Inc. 11,880 $581K +610 +5.4% 3Q SEC ↗
38 World Investment Advisors 11,688 $572K — +0.0% 3Q SEC ↗
39 Weaver Consulting Group 10,850 $531K +350 +3.3% 3Q SEC ↗
40 FIFTH THIRD BANCORP 10,246 $501K +25 +0.2% 2Q SEC ↗
41 ROYAL BANK OF CANADA NEW 9,912 $485K — +0.0% 1Q SEC ↗
42 Providence Financial Advisors, LLC NEW 9,616 $471K — +0.0% 1Q SEC ↗
43 WNY Asset Management, LLC 9,348 $457K +2,616 +38.9% 2Q SEC ↗
44 MATAURO, LLC NEW 7,995 $391K — +0.0% 1Q SEC ↗
45 AE Wealth Management LLC 7,416 $363K -357 -4.6% 3Q SEC ↗
46 MGO ONE SEVEN LLC 7,368 $361K +1,914 +35.1% 2Q SEC ↗
47 Breakwater Capital Group NEW 6,457 $316K — +0.0% 1Q SEC ↗
48 CASCADE INVESTMENT GROUP, INC. NEW 6,413 $314K — +0.0% 1Q SEC ↗
49 WealthPLAN Partners, LLC NEW 6,288 $308K — +0.0% 1Q SEC ↗
50 Gateway Wealth Partners, LLC 5,895 $288K +1,955 +49.6% 2Q SEC ↗
Biggest Increases (20)
HolderAddedChange %Total Shares
Composition Wealth, LLC +136,830 +19.1% 854,388
JPMORGAN CHASE & CO +88,762 +103.7% 174,326
Betterment LLC +66,650 +7.1% 1,004,401
Heartwood Wealth Advisors LLC +55,153 +12.5% 497,558
Asio Capital, LLC +42,905 +24.1% 220,569
GoalVest Advisory LLC +41,230 +13.4% 348,570
Capital Advisors Wealth Management, +36,987 +30.1% 159,690
FIRST AMERICAN TRUST, FSB +35,530 +110.3% 67,742
LPL Financial LLC +33,984 +112.4% 64,226
GGM Financial LLC +28,839 +181.5% 44,732
STIFEL FINANCIAL CORP +28,391 +8.5% 362,252
ENVESTNET ASSET MANAGEMENT INC +23,415 +8.8% 288,016
Retirement Planning Group, LLC +23,356 +19.1% 145,529
UNITED CAPITAL FINANCIAL ADVISORS, +17,569 +6.6% 282,139
Pinion Investment Advisors, LLC +14,933 +10.5% 157,167
WealthPlan Investment Management, L +12,396 +85.8% 26,848
GOLDMAN SACHS GROUP INC +7,937 +8.8% 98,419
GENTRY PRIVATE WEALTH, LLC +7,312 +7.0% 111,366
Berger Financial Group, Inc +6,100 +9.0% 74,142
COLTON GROOME FINANCIAL ADVISORS, L +5,925 +50.2% 17,730
Biggest Decreases (4)
HolderReducedChange %Total Shares
JANE STREET GROUP, LLC -61,450 -75.0% 20,504
Thompson David Blair -7,243 -24.0% 22,939
AE Wealth Management LLC -357 -4.6% 7,416
Magnus Financial Group LLC -16 -0.3% 4,587

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