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
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
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 ↗ |
Recent Activity
New Positions (18)
| Holder | Shares | Value |
|---|---|---|
| Private Advisor Group, LLC | 171,806 | $8M |
| Integrated Wealth Concepts LLC | 50,301 | $2M |
| Fourth Dimension Wealth, LLC | 45,776 | $2M |
| Syntegra Private Wealth Group, LLC | 27,121 | $1M |
| Summit Financial, LLC | 26,101 | $1M |
| CITADEL ADVISORS LLC | 12,648 | $619K |
| ROYAL BANK OF CANADA | 9,912 | $485K |
| Providence Financial Advisors, LLC | 9,616 | $471K |
| MATAURO, LLC | 7,995 | $391K |
| Breakwater Capital Group | 6,457 | $316K |
| CASCADE INVESTMENT GROUP, INC. | 6,413 | $314K |
| WealthPLAN Partners, LLC | 6,288 | $308K |
| Atria Investments, Inc | 5,511 | $270K |
| LAUREL OAK WEALTH MANAGEMENT, LLC | 4,157 | $203K |
| Platform Technology Partners | 4,000 | $196K |
| OSAIC HOLDINGS, INC. | 1,046 | $51K |
| Elequin Capital, LP | 719 | $35K |
| MERCER GLOBAL ADVISORS INC /ADV | 13 | $1K |
Sold Out (12)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Mariner, LLC | 163,319 | $8M |
| MIRAE ASSET SECURITIES (USA) INC. | 100,000 | $5M |
| FLOW TRADERS U.S. LLC | 83,878 | $4M |
| Redhawk Wealth Advisors, Inc. | 34,487 | $2M |
| SIGNATUREFD, LLC | 2,653 | $130K |
| Rosenberg Matthew Hamilton | 1,769 | $87K |
| BANK OF AMERICA CORP /DE | 272 | $13K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 67 | $3K |
| JONES FINANCIAL COMPANIES LLLP | 57 | $3K |
| SOA Wealth Advisors, LLC. | 39 | $2K |
| UBS Group AG | 13 | $1K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1 | $0K |
Biggest Increases (20)
Biggest Decreases (4)
| Holder | Reduced | Change % | 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 |