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GSC Institutional Ownership

Goldman Sachs Small Cap Equity ETF
1W: +1.8% 1M: -1.5% 3M: -6.2% YTD: +15.2% 1Y: +19.1%
$63.23
+0.91 (+1.47%)
 
Weekly Expected Move ±1.7%
$61 $62 $63 $64 $65
ETF AMEX · AUM $161.8M

Institutional Ownership — GSC

53
Institutional Holders
+18 vs prior quarter
0.0%
Ownership
+0.00pp
297M
Total Invested
21
New Positions
15
Increased
13
Reduced
2
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (56 total)

# Holder Shares Value Change Change % Holding Period Filing
1 GOLDMAN SACHS GROUP INC 898,881 $57M -28,081 -3.0% 11Q SEC ↗
2 ENVESTNET ASSET MANAGEMENT INC 855,549 $54M +750,016 +710.7% 2Q SEC ↗
3 ORRSTOWN FINANCIAL SERVICES INC 439,965 $28M +841 +0.2% 8Q SEC ↗
4 Northwest Financial Advisors NEW 392,205 $25M — +0.0% 1Q SEC ↗
5 NewEdge Advisors, LLC 253,524 $16M -1,572 -0.6% 7Q SEC ↗
6 ELEVATION POINT WEALTH PARTNERS, LLC NEW 210,982 $13M — +0.0% 1Q SEC ↗
7 Vestmark Advisory Solutions, Inc. NEW 210,726 $13M — +0.0% 1Q SEC ↗
8 UNITED CAPITAL FINANCIAL ADVISORS, LLC 140,055 $9M +36,244 +34.9% 3Q SEC ↗
9 Sanctuary Advisors, LLC 117,425 $7M +1,393 +1.2% 7Q SEC ↗
10 LPL Financial LLC 112,587 $7M +2,952 +2.7% 7Q SEC ↗
11 PRINCIPAL SECURITIES, INC. NEW 110,713 $7M — +0.0% 1Q SEC ↗
12 Envestnet Portfolio Solutions, Inc. NEW 82,823 $5M — +0.0% 1Q SEC ↗
13 COMPASS CAPITAL CORP /MA/ /ADV 52,804 $3M +50 +0.1% 7Q SEC ↗
14 Cetera Investment Advisers NEW 52,010 $3M — +0.0% 1Q SEC ↗
15 OSAIC HOLDINGS, INC. 43,392 $3M +4,006 +10.2% 3Q SEC ↗
16 WEALTH ENHANCEMENT ADVISORY SERVICES, 32,483 $2M +2,346 +7.8% 8Q SEC ↗
17 GGM Financial LLC 31,259 $2M +3,231 +11.5% 7Q SEC ↗
18 Vise Technologies, Inc. 25,797 $2M +13,119 +103.5% 3Q SEC ↗
19 Coastal Bridge Advisors, LLC 25,573 $2M -299 -1.2% 6Q SEC ↗
20 MGO ONE SEVEN LLC 18,977 $1M -223 -1.2% 3Q SEC ↗
21 PKS Advisory Services, LLC NEW 17,054 $1M — +0.0% 1Q SEC ↗
22 BROWN ADVISORY INC 16,075 $1M — +0.0% 8Q SEC ↗
23 CITADEL ADVISORS LLC NEW 11,016 $697K — +0.0% 1Q SEC ↗
24 Visionary Wealth Advisors 10,513 $665K -901 -7.9% 8Q SEC ↗
25 B. Riley Wealth Advisors, Inc. NEW 10,002 $632K — +0.0% 1Q SEC ↗
26 AXXCESS WEALTH MANAGEMENT, LLC 10,000 $632K -450 -4.3% 7Q SEC ↗
27 PARSONS CAPITAL MANAGEMENT INC/RI 9,331 $590K +3,098 +49.7% 2Q SEC ↗
28 American Capital Advisory, LLC 9,206 $582K -62 -0.7% 6Q SEC ↗
29 Sowell Financial Services LLC 9,154 $579K +1,124 +14.0% 5Q SEC ↗
30 Portfolio Resources Advisor Group, Inc NEW 8,719 $551K — +0.0% 1Q SEC ↗
31 Legacy Edge Advisors, LLC 8,708 $551K -115 -1.3% 7Q SEC ↗
32 COMMONWEALTH EQUITY SERVICES, LLC 7,889 $499K +267 +3.5% 3Q SEC ↗
33 Miller Global Investments, LLC 7,687 $486K -160 -2.0% 3Q SEC ↗
34 DAYMARK WEALTH PARTNERS, LLC 7,000 $443K — +0.0% 5Q SEC ↗
35 IHT Wealth Management, LLC NEW 6,730 $426K — +0.0% 1Q SEC ↗
36 Farther Finance Advisors, LLC 6,103 $386K — +0.0% 4Q SEC ↗
37 DAVENPORT & Co LLC 5,209 $329K +82 +1.6% 4Q SEC ↗
38 Gladstone Institutional Advisory LLC 4,760 $301K — +0.0% 8Q SEC ↗
39 Worth Financial Advisory Group, LLC NEW 4,165 $263K — +0.0% 1Q SEC ↗
40 Northwest Wealth Advisors, LLC 3,852 $244K -99 -2.5% 3Q SEC ↗
41 JANE STREET GROUP, LLC NEW 3,725 $236K — +0.0% 1Q SEC ↗
42 PARK AVENUE SECURITIES LLC NEW 3,643 $230K — +0.0% 1Q SEC ↗
43 Capital Advisors Wealth Management, LL NEW 3,528 $223K — +0.0% 1Q SEC ↗
44 MORGAN STANLEY 1,366 $86K -864 -38.7% 6Q SEC ↗
45 BlackRock, Inc. 336 $21K +45 +15.5% 7Q SEC ↗
46 Harborfront Financial Group LLC NEW 173 $11K — +0.0% 1Q SEC ↗
47 WELLS FARGO & COMPANY/MN NEW 100 $6K — +0.0% 1Q SEC ↗
48 Russell Investments Group, Ltd. NEW 26 $2K — +0.0% 1Q SEC ↗
49 Spectrum Wealth Advisory Group, LLC NEW 18 $1K — +0.0% 1Q SEC ↗
50 Spire Wealth Management NEW 18 $1K — +0.0% 1Q SEC ↗
Biggest Increases (15)
HolderAddedChange %Total Shares
ENVESTNET ASSET MANAGEMENT INC +750,016 +710.7% 855,549
UNITED CAPITAL FINANCIAL ADVISORS, +36,244 +34.9% 140,055
Vise Technologies, Inc. +13,119 +103.5% 25,797
OSAIC HOLDINGS, INC. +4,006 +10.2% 43,392
GGM Financial LLC +3,231 +11.5% 31,259
PARSONS CAPITAL MANAGEMENT INC/RI +3,098 +49.7% 9,331
LPL Financial LLC +2,952 +2.7% 112,587
WEALTH ENHANCEMENT ADVISORY SERVICE +2,346 +7.8% 32,483
Sanctuary Advisors, LLC +1,393 +1.2% 117,425
Sowell Financial Services LLC +1,124 +14.0% 9,154
ORRSTOWN FINANCIAL SERVICES INC +841 +0.2% 439,965
COMMONWEALTH EQUITY SERVICES, LLC +267 +3.5% 7,889
DAVENPORT & Co LLC +82 +1.6% 5,209
COMPASS CAPITAL CORP /MA/ /ADV +50 +0.1% 52,804
BlackRock, Inc. +45 +15.5% 336
Biggest Decreases (11)
HolderReducedChange %Total Shares
GOLDMAN SACHS GROUP INC -28,081 -3.0% 898,881
NewEdge Advisors, LLC -1,572 -0.6% 253,524
Visionary Wealth Advisors -901 -7.9% 10,513
MORGAN STANLEY -864 -38.7% 1,366
AXXCESS WEALTH MANAGEMENT, LLC -450 -4.3% 10,000
Coastal Bridge Advisors, LLC -299 -1.2% 25,573
MGO ONE SEVEN LLC -223 -1.2% 18,977
Miller Global Investments, LLC -160 -2.0% 7,687
Legacy Edge Advisors, LLC -115 -1.3% 8,708
Northwest Wealth Advisors, LLC -99 -2.5% 3,852
American Capital Advisory, LLC -62 -0.7% 9,206

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