GPIX Institutional Ownership
Goldman Sachs S&P 500 Premium Income ETF
1W: -0.1%
1M: +0.3%
3M: +0.7%
YTD: +7.9%
1Y: +9.0%
$55.88
+0.36 (+0.65%)
Weekly Expected Move ±1.1%
$55
$55
$56
$57
$57
Overview
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Holdings
Changes
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Institutional Ownership — GPIX
381
Institutional Holders
+40 vs prior quarter
0.0%
Ownership
+0.00pp
3B
Total Invested
68
New Positions
203
Increased
74
Reduced
21
Closed
1.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (400 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 6,075,240 | $339M | +990,185 | +19.5% | 9Q | SEC ↗ |
| 2 | BANK OF AMERICA CORP /DE | 4,551,025 | $254M | +1,593,973 | +53.9% | 5Q | SEC ↗ |
| 3 | WELLS FARGO & COMPANY/MN | 2,380,981 | $133M | +665,467 | +38.8% | 9Q | SEC ↗ |
| 4 | Requisite Capital Management, LLC | 2,294,749 | $128M | -22,500 | -1.0% | 5Q | SEC ↗ |
| 5 | HighTower Advisors, LLC | 2,197,203 | $123M | +109,672 | +5.3% | 10Q | SEC ↗ |
| 6 | MISSION WEALTH MANAGEMENT, LP | 2,185,375 | $122M | +1,584,913 | +263.9% | 5Q | SEC ↗ |
| 7 | Cornerstone Advisory, LLC | 1,715,359 | $96M | +116,042 | +7.3% | 10Q | SEC ↗ |
| 8 | CAPITAL ADVISORS INC/OK NEW | 1,584,564 | $89M | — | +0.0% | 1Q | SEC ↗ |
| 9 | RAYMOND JAMES FINANCIAL INC | 1,580,262 | $88M | +375,204 | +31.1% | 5Q | SEC ↗ |
| 10 | SK Wealth Management, LLC | 1,026,659 | $57M | +116,882 | +12.8% | 8Q | SEC ↗ |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | 974,103 | $54M | +210,260 | +27.5% | 11Q | SEC ↗ |
| 12 | Eaton Financial Holdings Company, LLC | 916,992 | $51M | +29,494 | +3.3% | 6Q | SEC ↗ |
| 13 | Modern Wealth Management, LLC | 808,515 | $45M | +225,584 | +38.7% | 3Q | SEC ↗ |
| 14 | AMERIPRISE FINANCIAL INC NEW | 765,288 | $43M | — | +0.0% | 1Q | SEC ↗ |
| 15 | UBS Group AG | 743,831 | $42M | +329,801 | +79.7% | 4Q | SEC ↗ |
| 16 | ENVESTNET ASSET MANAGEMENT INC | 701,978 | $39M | -59,753 | -7.8% | 5Q | SEC ↗ |
| 17 | Cerity Partners LLC | 633,359 | $35M | +58,075 | +10.1% | 5Q | SEC ↗ |
| 18 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 549,728 | $31M | +124,941 | +29.4% | 4Q | SEC ↗ |
| 19 | ROYAL BANK OF CANADA | 547,354 | $31M | +170,745 | +45.3% | 7Q | SEC ↗ |
| 20 | KINTRA WEALTH, LLC | 490,051 | $27M | +58,462 | +13.5% | 3Q | SEC ↗ |
| 21 | Cetera Investment Advisers | 434,673 | $24M | +139,749 | +47.4% | 5Q | SEC ↗ |
| 22 | Equitable Holdings, Inc. | 426,110 | $24M | +82,793 | +24.1% | 9Q | SEC ↗ |
| 23 | OSAIC HOLDINGS, INC. | 400,098 | $22M | +63,229 | +18.8% | 10Q | SEC ↗ |
| 24 | Graney & King, LLC | 396,389 | $22M | +24,004 | +6.4% | 7Q | SEC ↗ |
| 25 | WNY Asset Management, LLC | 390,965 | $22M | +7,331 | +1.9% | 2Q | SEC ↗ |
| 26 | CHILDRESS CAPITAL ADVISORS, LLC | 358,168 | $20M | +83,451 | +30.4% | 6Q | SEC ↗ |
| 27 | Capital Analysts, LLC | 304,548 | $17M | +302,297 | +13429.5% | 4Q | SEC ↗ |
| 28 | Hilton Capital Management, LLC | 284,593 | $16M | +1,821 | +0.6% | 3Q | SEC ↗ |
| 29 | Ellis Investment Partners, LLC | 263,470 | $15M | +10,019 | +4.0% | 6Q | SEC ↗ |
| 30 | Rockefeller Capital Management L.P. | 254,257 | $14M | +36,742 | +16.9% | 5Q | SEC ↗ |
| 31 | Kestra Advisory Services, LLC | 247,265 | $14M | +25,134 | +11.3% | 5Q | SEC ↗ |
| 32 | MGO ONE SEVEN LLC | 226,712 | $13M | +203,686 | +884.6% | 11Q | SEC ↗ |
| 33 | GOLDMAN SACHS GROUP INC | 225,034 | $13M | +131,651 | +141.0% | 5Q | SEC ↗ |
| 34 | Mason & Associates Inc | 224,343 | $13M | -5,019 | -2.2% | 7Q | SEC ↗ |
| 35 | JMAC ENTERPRISES LLC | 220,480 | $12M | +11,669 | +5.6% | 9Q | SEC ↗ |
| 36 | TRUIST FINANCIAL CORP | 216,301 | $12M | +26,698 | +14.1% | 5Q | SEC ↗ |
| 37 | Wick Capital Partners, LLC | 214,500 | $12M | +9,523 | +4.6% | 6Q | SEC ↗ |
| 38 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 214,103 | $12M | +48,669 | +29.4% | 8Q | SEC ↗ |
| 39 | Investors Portfolio Services LLC | 190,194 | $11M | +1,094 | +0.6% | 3Q | SEC ↗ |
| 40 | Markowski Investments NEW | 187,992 | $11M | — | +0.0% | 1Q | SEC ↗ |
| 41 | ELEVATION POINT WEALTH PARTNERS, LLC | 182,478 | $10M | +176,168 | +2791.9% | 2Q | SEC ↗ |
| 42 | Vestmark Advisory Solutions, Inc. | 182,298 | $10M | +175,988 | +2789.0% | 2Q | SEC ↗ |
| 43 | STIFEL FINANCIAL CORP | 171,766 | $10M | +37,537 | +28.0% | 6Q | SEC ↗ |
| 44 | Navis Wealth Advisors, LLC | 161,253 | $9M | +114,143 | +242.3% | 3Q | SEC ↗ |
| 45 | MAI Capital Management NEW | 150,834 | $8M | — | +0.0% | 1Q | SEC ↗ |
| 46 | Richmond Investment Services, LLC | 148,647 | $8M | -125,995 | -45.9% | 2Q | SEC ↗ |
| 47 | Private Advisor Group, LLC | 146,200 | $8M | +60,302 | +70.2% | 9Q | SEC ↗ |
| 48 | Steward Partners Investment Advisory, | 142,510 | $8M | +13,286 | +10.3% | 7Q | SEC ↗ |
| 49 | Delta Investment Management, LLC | 134,102 | $7M | +13,996 | +11.7% | 10Q | SEC ↗ |
| 50 | Elmwood Wealth Management, Inc. | 132,082 | $7M | +5,308 | +4.2% | 10Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| CAPITAL ADVISORS INC/OK | 1,584,564 | $89M |
| AMERIPRISE FINANCIAL INC | 765,288 | $43M |
| Markowski Investments | 187,992 | $11M |
| MAI Capital Management | 150,834 | $8M |
| AlphaStar Capital Management, LLC | 126,337 | $7M |
| Bank of New York Mellon Corp | 69,772 | $4M |
| Global Retirement Partners, LLC | 60,182 | $3M |
| COMPASS FINANCIAL MANAGEMENT LLC | 48,612 | $3M |
| 3EDGE Asset Management, LP | 45,880 | $3M |
| Burnham & Co LLC | 31,420 | $2M |
| Trask Adam Roland | 31,275 | $2M |
| Ameritas Advisory Services, LLC | 24,752 | $1M |
| OLD MISSION CAPITAL LLC | 22,258 | $1M |
| Bayshore Capital Advisors, LLC | 20,000 | $1M |
| Penney Financial, LLC | 19,656 | $1M |
| TENET WEALTH PARTNERS, LLC | 19,534 | $1M |
| Autumn Glory Partners, LLC | 16,335 | $913K |
| Quantinno Capital Management LP | 16,271 | $909K |
| Stillwater Wealth Management Group | 15,290 | $854K |
| CHANNEL WEALTH LLC | 14,025 | $784K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| MIRAE ASSET SECURITIES (USA) INC. | 140,000 | $8M |
| PREVAIL INNOVATIVE WEALTH ADVISORS, | 84,091 | $5M |
| JANE STREET GROUP, LLC | 75,690 | $4M |
| Guild Investment Management, Inc. | 53,890 | $3M |
| Independent Advisor Alliance | 50,963 | $3M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 46,268 | $3M |
| MILESTONE ASSET MANAGEMENT, LLC | 20,057 | $1M |
| Verity Asset Management, Inc. | 19,827 | $1M |
| Americana Partners, LLC | 14,675 | $820K |
| NEUBERGER BERMAN GROUP LLC | 14,473 | $809K |
| Magnus Financial Group LLC | 11,517 | $644K |
| FIRST MANHATTAN CO. LLC. | 8,787 | $491K |
| Hamilton Wealth, LLC | 7,000 | $391K |
| Focus Partners Advisor Solutions, L | 6,235 | $348K |
| OneDigital Investment Advisors LLC | 5,935 | $332K |
| SteelPeak Wealth, LLC | 5,400 | $302K |
| Core Wealth Partners LLC | 5,114 | $286K |
| Integrity Investment Advisors, LLC | 4,982 | $278K |
| OPPENHEIMER & CO INC | 4,911 | $274K |
| Disciplined Investors, L.L.C. | 4,839 | $270K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BANK OF AMERICA CORP /DE | +1,593,973 | +53.9% | 4,551,025 |
| MISSION WEALTH MANAGEMENT, LP | +1,584,913 | +263.9% | 2,185,375 |
| LPL Financial LLC | +990,185 | +19.5% | 6,075,240 |
| WELLS FARGO & COMPANY/MN | +665,467 | +38.8% | 2,380,981 |
| RAYMOND JAMES FINANCIAL INC | +375,204 | +31.1% | 1,580,262 |
| UBS Group AG | +329,801 | +79.7% | 743,831 |
| Capital Analysts, LLC | +302,297 | +13429.5% | 304,548 |
| Modern Wealth Management, LLC | +225,584 | +38.7% | 808,515 |
| COMMONWEALTH EQUITY SERVICES, LLC | +210,260 | +27.5% | 974,103 |
| MGO ONE SEVEN LLC | +203,686 | +884.6% | 226,712 |
| ELEVATION POINT WEALTH PARTNERS, LL | +176,168 | +2791.9% | 182,478 |
| Vestmark Advisory Solutions, Inc. | +175,988 | +2789.0% | 182,298 |
| ROYAL BANK OF CANADA | +170,745 | +45.3% | 547,354 |
| Cetera Investment Advisers | +139,749 | +47.4% | 434,673 |
| GOLDMAN SACHS GROUP INC | +131,651 | +141.0% | 225,034 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +124,941 | +29.4% | 549,728 |
| SK Wealth Management, LLC | +116,882 | +12.8% | 1,026,659 |
| Cornerstone Advisory, LLC | +116,042 | +7.3% | 1,715,359 |
| Navis Wealth Advisors, LLC | +114,143 | +242.3% | 161,253 |
| HighTower Advisors, LLC | +109,672 | +5.3% | 2,197,203 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Northeast Financial Group, Inc. | -230,003 | -71.2% | 93,037 |
| Richmond Investment Services, LLC | -125,995 | -45.9% | 148,647 |
| Kingsview Wealth Management, LLC | -68,285 | -46.6% | 78,162 |
| ENVESTNET ASSET MANAGEMENT INC | -59,753 | -7.8% | 701,978 |
| Horizon Investments, LLC | -52,855 | -47.4% | 58,577 |
| Henderson Brothers Financial Partne | -37,654 | -49.2% | 38,900 |
| AE Wealth Management LLC | -28,194 | -61.2% | 17,910 |
| Requisite Capital Management, LLC | -22,500 | -1.0% | 2,294,749 |
| Aurora Private Wealth, Inc. | -20,747 | -26.9% | 56,443 |
| FOCUSED ALPHA, LLC | -13,315 | -11.6% | 101,643 |
| PATTEN & PATTEN INC/TN | -12,765 | -23.8% | 40,885 |
| Mariner, LLC | -8,879 | -14.3% | 53,419 |
| STEPHENS INC /AR | -8,637 | -22.2% | 30,311 |
| Synergy Financial Group, LTD | -7,017 | -55.2% | 5,691 |
| Whipplewood Advisors, LLC | -6,953 | -38.1% | 11,294 |
| Gateway Wealth Partners, LLC | -5,921 | -60.2% | 3,909 |
| Mason & Associates Inc | -5,019 | -2.2% | 224,343 |
| Aventura Private Wealth, LLC | -4,856 | -66.7% | 2,428 |
| Hixon Zuercher, LLC | -3,874 | -38.2% | 6,259 |
| HERBST GROUP, LLC | -3,791 | -32.1% | 8,009 |