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GPIQ Institutional Ownership

Goldman Sachs Nasdaq-100 Premium Income ETF
1W: +0.5% 1M: +3.8% 3M: +0.2% YTD: +12.9% 1Y: +13.2%
$58.02
+0.41 (+0.71%)
 
Weekly Expected Move ±1.5%
$56 $57 $58 $59 $60
ETF NASDAQ · AUM $1.2B

Institutional Ownership — GPIQ

313
Institutional Holders
+49 vs prior quarter
0.0%
Ownership
+0.00pp
2B
Total Invested
77
New Positions
170
Increased
46
Reduced
15
Closed
2.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (334 total)

# Holder Shares Value Change Change % Holding Period Filing
1 LPL Financial LLC 2,891,440 $168M +582,095 +25.2% 9Q SEC ↗
2 BANK OF AMERICA CORP /DE 2,437,299 $141M +650,604 +36.4% 5Q SEC ↗
3 GOLDMAN SACHS GROUP INC 1,830,968 $106M +57,167 +3.2% 11Q SEC ↗
4 Requisite Capital Management, LLC 1,581,010 $92M +4,822 +0.3% 5Q SEC ↗
5 HighTower Advisors, LLC 1,208,490 $70M +96,535 +8.7% 9Q SEC ↗
6 WELLS FARGO & COMPANY/MN 1,204,020 $70M +436,120 +56.8% 9Q SEC ↗
7 UBS Group AG 865,553 $50M +292,353 +51.0% 4Q SEC ↗
8 ROYAL BANK OF CANADA 760,586 $44M +186,849 +32.6% 7Q SEC ↗
9 SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW 743,204 $43M — +0.0% 1Q SEC ↗
10 Cerity Partners LLC 729,813 $42M +56,975 +8.5% 3Q SEC ↗
11 RAYMOND JAMES FINANCIAL INC 634,074 $37M +343,043 +117.9% 5Q SEC ↗
12 GGM Financial LLC 529,280 $31M +125,352 +31.0% 9Q SEC ↗
13 WEALTH ENHANCEMENT ADVISORY SERVICES, 509,531 $30M +9,705 +1.9% 7Q SEC ↗
14 OSAIC HOLDINGS, INC. 388,395 $23M +143,220 +58.4% 10Q SEC ↗
15 COMMONWEALTH EQUITY SERVICES, LLC 358,676 $21M -13,457 -3.6% 11Q SEC ↗
16 EP Wealth Advisors, LLC 347,123 $20M +163,649 +89.2% 3Q SEC ↗
17 PATTEN & PATTEN INC/TN 275,350 $16M +8,313 +3.1% 10Q SEC ↗
18 AMERICAN NATIONAL BANK & TRUST 256,482 $15M +131,375 +105.0% 3Q SEC ↗
19 Cetera Investment Advisers 251,726 $15M +111,115 +79.0% 4Q SEC ↗
20 Ellis Investment Partners, LLC 245,893 $14M +11,606 +5.0% 6Q SEC ↗
21 Bensler, LLC 237,081 $14M +6,609 +2.9% 3Q SEC ↗
22 ELEVATION POINT WEALTH PARTNERS, LLC NEW 233,850 $14M — +0.0% 1Q SEC ↗
23 Vestmark Advisory Solutions, Inc. NEW 233,592 $14M — +0.0% 1Q SEC ↗
24 MGO ONE SEVEN LLC 212,534 $12M +36,151 +20.5% 7Q SEC ↗
25 ENVESTNET ASSET MANAGEMENT INC 212,391 $12M +50,680 +31.3% 5Q SEC ↗
26 TRUIST FINANCIAL CORP 211,461 $12M +48,592 +29.8% 5Q SEC ↗
27 NORTHWESTERN MUTUAL WEALTH MANAGEMENT 208,459 $12M +49,327 +31.0% 4Q SEC ↗
28 Sanctuary Advisors, LLC 207,333 $12M +190,506 +1132.1% 7Q SEC ↗
29 Markowski Investments NEW 202,683 $12M — +0.0% 1Q SEC ↗
30 Equitable Holdings, Inc. 182,805 $11M +9,867 +5.7% 9Q SEC ↗
31 XML Financial, LLC 159,217 $9M -16,273 -9.3% 10Q SEC ↗
32 Kestra Advisory Services, LLC 143,434 $8M +37,379 +35.2% 5Q SEC ↗
33 Wick Capital Partners, LLC 140,128 $8M +11,434 +8.9% 6Q SEC ↗
34 Significant Wealth Partners LLC 133,953 $8M +10,346 +8.4% 3Q SEC ↗
35 Navis Wealth Advisors, LLC 133,453 $8M +86,736 +185.7% 3Q SEC ↗
36 Advisor OS, LLC 130,370 $8M +5,602 +4.5% 5Q SEC ↗
37 MJP ASSOCIATES INC /ADV 130,370 $8M +5,602 +4.5% 5Q SEC ↗
38 Farther Finance Advisors, LLC 124,235 $7M +5,259 +4.4% 5Q SEC ↗
39 STIFEL FINANCIAL CORP 111,223 $6M +34,779 +45.5% 3Q SEC ↗
40 Delta Investment Management, LLC 109,061 $6M +11,095 +11.3% 6Q SEC ↗
41 &PARTNERS 108,872 $6M +12,153 +12.6% 5Q SEC ↗
42 AlphaStar Capital Management, LLC NEW 108,294 $6M — +0.0% 1Q SEC ↗
43 Mason & Associates Inc 105,390 $6M +2,349 +2.3% 7Q SEC ↗
44 AMERIPRISE FINANCIAL INC NEW 105,335 $6M — +0.0% 1Q SEC ↗
45 Cannon Advisors, Inc. 104,623 $6M +42,766 +69.1% 6Q SEC ↗
46 RENAISSANCE TECHNOLOGIES LLC NEW 102,800 $6M — +0.0% 1Q SEC ↗
47 Semus Wealth Partners LLC 96,001 $6M +7,328 +8.3% 10Q SEC ↗
48 Z3 Capital Partners, LLC NEW 94,225 $5M — +0.0% 1Q SEC ↗
49 SHP Wealth Management NEW 92,916 $5M — +0.0% 1Q SEC ↗
50 Reyes Financial Architecture, Inc. NEW 92,456 $5M — +0.0% 1Q SEC ↗

Recent Activity

New Positions (20)
Sold Out (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
BANK OF AMERICA CORP /DE +650,604 +36.4% 2,437,299
LPL Financial LLC +582,095 +25.2% 2,891,440
WELLS FARGO & COMPANY/MN +436,120 +56.8% 1,204,020
RAYMOND JAMES FINANCIAL INC +343,043 +117.9% 634,074
UBS Group AG +292,353 +51.0% 865,553
Sanctuary Advisors, LLC +190,506 +1132.1% 207,333
ROYAL BANK OF CANADA +186,849 +32.6% 760,586
EP Wealth Advisors, LLC +163,649 +89.2% 347,123
OSAIC HOLDINGS, INC. +143,220 +58.4% 388,395
AMERICAN NATIONAL BANK & TRUST +131,375 +105.0% 256,482
GGM Financial LLC +125,352 +31.0% 529,280
Cetera Investment Advisers +111,115 +79.0% 251,726
HighTower Advisors, LLC +96,535 +8.7% 1,208,490
Navis Wealth Advisors, LLC +86,736 +185.7% 133,453
Bank of New York Mellon Corp +70,311 +572.9% 82,583
GOLDMAN SACHS GROUP INC +57,167 +3.2% 1,830,968
Cerity Partners LLC +56,975 +8.5% 729,813
ENVESTNET ASSET MANAGEMENT INC +50,680 +31.3% 212,391
NORTHWESTERN MUTUAL WEALTH MANAGEME +49,327 +31.0% 208,459
NewEdge Advisors, LLC +49,048 +183.2% 75,821
Biggest Decreases (20)
HolderReducedChange %Total Shares
PREVAIL INNOVATIVE WEALTH ADVISORS, -27,445 -23.0% 91,748
XML Financial, LLC -16,273 -9.3% 159,217
COMMONWEALTH EQUITY SERVICES, LLC -13,457 -3.6% 358,676
Stratos Wealth Advisors, LLC -11,266 -66.5% 5,675
CoreCap Advisors, LLC -7,867 -25.5% 23,028
Synergy Financial Group, LTD -7,192 -54.6% 5,989
Beta Wealth Group, Inc. -7,102 -17.8% 32,893
CWA Asset Management Group, LLC -4,337 -36.2% 7,637
Aventura Private Wealth, LLC -1,775 -52.1% 1,629
Meridian Wealth Management, LLC -1,672 -5.6% 28,249
DOLIVER ADVISORS, LP -1,646 -10.5% 14,104
KESTRA PRIVATE WEALTH SERVICES, LLC -1,488 -3.7% 39,123
Thompson David Blair -1,427 -6.0% 22,223
Bull Harbor Capital LLC -755 -8.4% 8,230
Integrated Wealth Concepts LLC -665 -7.8% 7,837
Eldridge Investment Advisors, Inc. -618 -10.6% 5,209
NWF Advisory Services Inc. -600 -3.0% 19,420
Private Wealth Partners, LLC -596 -2.2% 26,604
IHT Wealth Management, LLC -587 -4.2% 13,420
Perigon Wealth Management, LLC -551 -5.2% 9,956

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