GSEW Institutional Ownership
Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
1W: -0.4%
1M: -2.6%
3M: -1.4%
YTD: +9.7%
1Y: +10.7%
3Y: +63.6%
5Y: +45.9%
$94.20
+0.48 (+0.51%)
Weekly Expected Move ±1.5%
$91
$93
$94
$96
$97
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — GSEW
207
Institutional Holders
+8 vs prior quarter
0.0%
Ownership
+0.00pp
1B
Total Invested
26
New Positions
74
Increased
79
Reduced
20
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (219 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Integrated Wealth Concepts LLC | 1,217,488 | $115M | +17,928 | +1.5% | 11Q | SEC ↗ |
| 2 | Members Trust Co | 1,072,960 | $101M | -13,329 | -1.2% | 4Q | SEC ↗ |
| 3 | MORGAN STANLEY | 897,742 | $85M | +36,605 | +4.3% | 34Q | SEC ↗ |
| 4 | AMERIPRISE FINANCIAL INC | 684,007 | $64M | +276,466 | +67.8% | 16Q | SEC ↗ |
| 5 | RAYMOND JAMES FINANCIAL INC | 672,889 | $63M | +39,197 | +6.2% | 7Q | SEC ↗ |
| 6 | Aptus Capital Advisors, LLC | 561,188 | $53M | +17,903 | +3.3% | 14Q | SEC ↗ |
| 7 | LPL Financial LLC | 523,041 | $49M | +122,863 | +30.7% | 34Q | SEC ↗ |
| 8 | CKW FINANCIAL GROUP | 496,522 | $47M | +8,716 | +1.8% | 24Q | SEC ↗ |
| 9 | Great Lakes Retirement, Inc. | 430,220 | $41M | +1,412 | +0.3% | 15Q | SEC ↗ |
| 10 | WELLS FARGO & COMPANY/MN | 411,694 | $39M | +20,849 | +5.3% | 22Q | SEC ↗ |
| 11 | BANK OF AMERICA CORP /DE | 363,366 | $34M | -265,139 | -42.2% | 15Q | SEC ↗ |
| 12 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 313,613 | $30M | +78,454 | +33.4% | 22Q | SEC ↗ |
| 13 | GUARDIAN WEALTH ADVISORS, LLC / NC | 305,636 | $29M | +8,986 | +3.0% | 11Q | SEC ↗ |
| 14 | Sanctuary Advisors, LLC | 254,095 | $24M | +245,725 | +2935.8% | 5Q | SEC ↗ |
| 15 | ENVESTNET ASSET MANAGEMENT INC | 236,489 | $22M | -5,446 | -2.3% | 16Q | SEC ↗ |
| 16 | IFP Advisors, Inc | 225,517 | $21M | +6,447 | +2.9% | 28Q | SEC ↗ |
| 17 | OneDigital Investment Advisors LLC | 212,183 | $20M | -8,773 | -4.0% | 34Q | SEC ↗ |
| 18 | CORNERSTONE ADVISORS ASSET MANAGEMENT, | 195,825 | $18M | +5,540 | +2.9% | 19Q | SEC ↗ |
| 19 | Horizon Investments, LLC | 164,238 | $15M | +7,879 | +5.0% | 8Q | SEC ↗ |
| 20 | CoreCap Advisors, LLC | 155,012 | $15M | +7,816 | +5.3% | 6Q | SEC ↗ |
| 21 | QUEST INVESTMENT MANAGEMENT LLC | 145,523 | $14M | -6,099 | -4.0% | 5Q | SEC ↗ |
| 22 | UBS Group AG | 132,189 | $12M | +8,424 | +6.8% | 21Q | SEC ↗ |
| 23 | Lineweaver Wealth Advisors, LLC | 126,937 | $12M | +36,894 | +41.0% | 9Q | SEC ↗ |
| 24 | ROYAL BANK OF CANADA | 118,491 | $11M | +34,556 | +41.2% | 33Q | SEC ↗ |
| 25 | Cerity Partners LLC | 103,614 | $10M | -4,032 | -3.7% | 15Q | SEC ↗ |
| 26 | Kilter Group LLC | 100,593 | $9M | -4,288 | -4.1% | 5Q | SEC ↗ |
| 27 | Envestnet Portfolio Solutions, Inc. | 99,520 | $9M | -1,445 | -1.4% | 4Q | SEC ↗ |
| 28 | Perigon Wealth Management, LLC | 98,211 | $9M | +8,249 | +9.2% | 11Q | SEC ↗ |
| 29 | MTC Wealth Management LLC | 97,732 | $9M | -1,821 | -1.8% | 4Q | SEC ↗ |
| 30 | COMMONWEALTH EQUITY SERVICES, LLC | 91,808 | $9M | +5,059 | +5.8% | 21Q | SEC ↗ |
| 31 | Oak Barrel Wealth Advisory LLC NEW | 86,937 | $8M | — | +0.0% | 1Q | SEC ↗ |
| 32 | Sierra Capital LLC | 85,137 | $8M | -2,986 | -3.4% | 18Q | SEC ↗ |
| 33 | Creative Planning | 83,924 | $8M | -4,914 | -5.5% | 19Q | SEC ↗ |
| 34 | OSAIC HOLDINGS, INC. | 83,054 | $8M | +48,608 | +141.1% | 26Q | SEC ↗ |
| 35 | AlphaCore Capital LLC | 73,837 | $7M | -3,668 | -4.7% | 3Q | SEC ↗ |
| 36 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 70,918 | $7M | -9,602 | -11.9% | 12Q | SEC ↗ |
| 37 | WESCAP Management Group, Inc. | 69,669 | $7M | -660 | -0.9% | 31Q | SEC ↗ |
| 38 | CROBAN | 68,719 | $6M | +42,188 | +159.0% | 2Q | SEC ↗ |
| 39 | PARSONS CAPITAL MANAGEMENT INC/RI | 68,506 | $6M | +12,052 | +21.3% | 20Q | SEC ↗ |
| 40 | STIFEL FINANCIAL CORP | 66,165 | $6M | +7,824 | +13.4% | 5Q | SEC ↗ |
| 41 | Advisors Preferred, LLC | 66,000 | $6M | -34,000 | -34.0% | 6Q | SEC ↗ |
| 42 | Dorsey & Whitney Trust CO LLC | 58,995 | $6M | — | +0.0% | 28Q | SEC ↗ |
| 43 | Wealthcare Advisory Partners LLC | 58,799 | $6M | -19 | -0.0% | 5Q | SEC ↗ |
| 44 | Wilkins Miller Wealth Management, LLC | 58,410 | $6M | -140 | -0.2% | 7Q | SEC ↗ |
| 45 | HARBOUR INVESTMENTS, INC. | 56,310 | $5M | +1,155 | +2.1% | 6Q | SEC ↗ |
| 46 | First Interstate Bank | 54,987 | $5M | -2,813 | -4.9% | 5Q | SEC ↗ |
| 47 | Gladstone Institutional Advisory LLC | 49,755 | $5M | +1,270 | +2.6% | 19Q | SEC ↗ |
| 48 | United Advisor Group, LLC | 49,456 | $5M | +1,649 | +3.4% | 10Q | SEC ↗ |
| 49 | FIRST NATIONAL BANK OF OMAHA | 49,303 | $5M | -249 | -0.5% | 3Q | SEC ↗ |
| 50 | Kathmere Capital Management, LLC | 47,484 | $4M | — | +0.0% | 6Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Oak Barrel Wealth Advisory LLC | 86,937 | $8M |
| Private Advisor Group, LLC | 40,342 | $4M |
| MISSION WEALTH MANAGEMENT, LP | 39,350 | $4M |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 27,700 | $3M |
| Savant Capital, LLC | 21,574 | $2M |
| J.W. COLE ADVISORS, INC. | 17,869 | $2M |
| Corient Private Wealth LP | 8,120 | $765K |
| Global Retirement Partners, LLC | 6,039 | $569K |
| Joseph P. Lucia & Associates, LLC | 5,096 | $480K |
| Prospera Financial Services Inc | 4,452 | $419K |
| Breakwater Capital Group | 3,368 | $317K |
| MGO ONE SEVEN LLC | 2,777 | $262K |
| Range Advisory, LLC | 2,347 | $221K |
| UNITED CAPITAL FINANCIAL ADVISORS, | 2,346 | $221K |
| LAKE STREET PRIVATE WEALTH, LLC | 2,289 | $216K |
| TrueWealth Advisors, LLC | 2,206 | $208K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 2,177 | $205K |
| SHUFRO ROSE & CO LLC | 2,175 | $205K |
| UMB Bank, n.a. | 1,626 | $153K |
| CENTRAL TRUST Co | 1,505 | $142K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Clear Harbor Asset Management, LLC | 46,147 | $4M |
| Mariner, LLC | 36,944 | $3M |
| JANE STREET GROUP, LLC | 19,683 | $2M |
| Ascentis Independent Advisors | 13,157 | $1M |
| Sound Financial Strategies Group, L | 10,521 | $991K |
| CITADEL ADVISORS LLC | 9,136 | $861K |
| HRT FINANCIAL LP | 7,107 | $669K |
| GTS SECURITIES LLC | 4,732 | $446K |
| SIGNATURE ESTATE & INVESTMENT ADVIS | 4,279 | $403K |
| Aprio Wealth Management, LLC | 3,330 | $314K |
| Valmark Advisers, Inc. | 3,225 | $304K |
| LeClair Wealth Partners LLC | 3,108 | $293K |
| CAPTRUST FINANCIAL ADVISORS | 3,050 | $287K |
| Atria Investments, Inc | 2,925 | $276K |
| Snowden Capital Advisors LLC | 2,842 | $268K |
| Richard P Slaughter Associates Inc | 2,516 | $237K |
| Virtu Financial LLC | 2,359 | $222K |
| Golden State Wealth Management, LLC | 1,443 | $136K |
| Longview Financial Advisors, Inc. | 1,053 | $99K |
| LGT Financial Advisors LLC | 380 | $36K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| AMERIPRISE FINANCIAL INC | +276,466 | +67.8% | 684,007 |
| Sanctuary Advisors, LLC | +245,725 | +2935.8% | 254,095 |
| LPL Financial LLC | +122,863 | +30.7% | 523,041 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +78,454 | +33.4% | 313,613 |
| OSAIC HOLDINGS, INC. | +48,608 | +141.1% | 83,054 |
| CROBAN | +42,188 | +159.0% | 68,719 |
| RAYMOND JAMES FINANCIAL INC | +39,197 | +6.2% | 672,889 |
| Lineweaver Wealth Advisors, LLC | +36,894 | +41.0% | 126,937 |
| MORGAN STANLEY | +36,605 | +4.3% | 897,742 |
| ROYAL BANK OF CANADA | +34,556 | +41.2% | 118,491 |
| WELLS FARGO & COMPANY/MN | +20,849 | +5.3% | 411,694 |
| Integrated Wealth Concepts LLC | +17,928 | +1.5% | 1,217,488 |
| Aptus Capital Advisors, LLC | +17,903 | +3.3% | 561,188 |
| Rosenberg Matthew Hamilton | +15,321 | +4787.8% | 15,641 |
| FRG Family Wealth Advisors LLC | +13,120 | +148.8% | 21,935 |
| PARSONS CAPITAL MANAGEMENT INC/RI | +12,052 | +21.3% | 68,506 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | +8,986 | +3.0% | 305,636 |
| CKW FINANCIAL GROUP | +8,716 | +1.8% | 496,522 |
| UBS Group AG | +8,424 | +6.8% | 132,189 |
| Perigon Wealth Management, LLC | +8,249 | +9.2% | 98,211 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| BANK OF AMERICA CORP /DE | -265,139 | -42.2% | 363,366 |
| Rockefeller Capital Management L.P. | -60,510 | -57.7% | 44,421 |
| Advisors Preferred, LLC | -34,000 | -34.0% | 66,000 |
| Cambridge Investment Research Advis | -28,581 | -71.3% | 11,522 |
| JPMORGAN CHASE & CO | -19,715 | -45.0% | 24,077 |
| CIBC Bancorp USA Inc. | -13,438 | -52.2% | 12,316 |
| Members Trust Co | -13,329 | -1.2% | 1,072,960 |
| &PARTNERS | -11,049 | -32.5% | 22,996 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | -9,602 | -11.9% | 70,918 |
| OneDigital Investment Advisors LLC | -8,773 | -4.0% | 212,183 |
| QUEST INVESTMENT MANAGEMENT LLC | -6,099 | -4.0% | 145,523 |
| ENVESTNET ASSET MANAGEMENT INC | -5,446 | -2.3% | 236,489 |
| Creative Planning | -4,914 | -5.5% | 83,924 |
| Ascentis Wealth Management, LLC | -4,412 | -74.3% | 1,528 |
| Kilter Group LLC | -4,288 | -4.1% | 100,593 |
| Cerity Partners LLC | -4,032 | -3.7% | 103,614 |
| AlphaCore Capital LLC | -3,668 | -4.7% | 73,837 |
| Merit Financial Group, LLC | -3,389 | -9.8% | 31,196 |
| Sierra Capital LLC | -2,986 | -3.4% | 85,137 |
| MERCER GLOBAL ADVISORS INC /ADV | -2,853 | -62.8% | 1,687 |