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GSIE Institutional Ownership

Goldman Sachs ActiveBeta International Equity ETF
1W: -1.6% 1M: -3.7% 3M: -1.1% YTD: +6.1% 1Y: +11.0% 3Y: +62.9% 5Y: +46.4%
$45.91
+0.47 (+1.03%)
 
Weekly Expected Move ±1.8%
$44 $45 $46 $47 $48
ETF AMEX · AUM $5.7B

Institutional Ownership — GSIE

371
Institutional Holders
+15 vs prior quarter
0.0%
Ownership
+0.00pp
5B
Total Invested
41
New Positions
142
Increased
125
Reduced
20
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (392 total)

# Holder Shares Value Change Change % Holding Period Filing
1 WELLS FARGO & COMPANY/MN 23,100,548 1.1B +449,028 +2.0% 40Q SEC ↗
2 LPL Financial LLC 6,479,772 $297M +600,897 +10.2% 41Q SEC ↗
3 Annex Advisory Services, LLC 6,186,859 $284M +609,836 +10.9% 4Q SEC ↗
4 ENVESTNET ASSET MANAGEMENT INC 5,892,976 $271M +1,722,307 +41.3% 38Q SEC ↗
5 VANTAGEPOINT INVESTMENT ADVISERS LLC 5,472,758 $251M +43,131 +0.8% 4Q SEC ↗
6 SigFig Wealth Management, LLC 4,972,665 $228M +114,330 +2.4% 33Q SEC ↗
7 BANK OF AMERICA CORP /DE 4,359,985 $200M -77,462 -1.7% 15Q SEC ↗
8 Betterment LLC 3,545,671 $163M +255,571 +7.8% 38Q SEC ↗
9 MORGAN STANLEY 3,430,266 $157M +275,043 +8.7% 42Q SEC ↗
10 HB Wealth Management, LLC 2,594,781 $119M +40,245 +1.6% 6Q SEC ↗
11 Cetera Investment Advisers 2,224,902 $102M +200,327 +9.9% 16Q SEC ↗
12 COMMONWEALTH EQUITY SERVICES, LLC 2,113,048 $97M +47,909 +2.3% 35Q SEC ↗
13 Cerity Partners LLC 1,953,987 $90M +667,534 +51.9% 11Q SEC ↗
14 GOLDMAN SACHS GROUP INC 1,761,338 $81M +15,848 +0.9% 15Q SEC ↗
15 Financial Management Professionals, In 1,412,055 $65M +45,033 +3.3% 21Q SEC ↗
16 CAPTRUST FINANCIAL ADVISORS 1,399,236 $64M +20,221 +1.5% 13Q SEC ↗
17 PRINCIPAL SECURITIES, INC. 1,266,757 $58M +259,868 +25.8% 11Q SEC ↗
18 UNITED CAPITAL FINANCIAL ADVISORS, LLC 1,231,419 $57M +336,872 +37.7% 3Q SEC ↗
19 EP Wealth Advisors, LLC 1,088,067 $50M +1,031,511 +1823.9% 3Q SEC ↗
20 RAYMOND JAMES FINANCIAL INC 1,085,058 $50M +20,575 +1.9% 7Q SEC ↗
21 High Probability Advisors, LLC 1,063,683 $49M +73,991 +7.5% 23Q SEC ↗
22 FIRST FOUNDATION ADVISORS 1,018,994 $47M -5,483 -0.5% 36Q SEC ↗
23 UBS Group AG 1,013,286 $47M -10,047 -1.0% 43Q SEC ↗
24 OneDigital Investment Advisors LLC 1,001,766 $46M -5,864 -0.6% 14Q SEC ↗
25 ROYAL BANK OF CANADA 917,704 $42M -3,265 -0.4% 40Q SEC ↗
26 Strategic Financial Services, Inc. 869,334 $40M -20,668 -2.3% 25Q SEC ↗
27 Brio Consultants, LLC 869,104 $40M +15,460 +1.8% 17Q SEC ↗
28 Envestnet Portfolio Solutions, Inc. 800,098 $37M +178,635 +28.7% 12Q SEC ↗
29 Lebenthal Global Advisors, LLC 794,660 $36M +278,188 +53.9% 3Q SEC ↗
30 AMERICAN NATIONAL BANK & TRUST 770,380 $35M +33,518 +4.5% 31Q SEC ↗
31 STRAIGHTLINE GROUP LLC 757,298 $35M +22,060 +3.0% 7Q SEC ↗
32 JANE STREET GROUP, LLC 741,552 $34M +428,372 +136.8% 2Q SEC ↗
33 SILVER OAK WEALTH ADVISORS SERVICES, L 705,471 $32M -7,656 -1.1% 7Q SEC ↗
34 IAG Wealth Partners, LLC 701,237 $32M +53,411 +8.2% 27Q SEC ↗
35 Sanctuary Advisors, LLC 665,408 $31M -11,493 -1.7% 9Q SEC ↗
36 Thrivent Financial for Lutherans 652,724 $30M +31,652 +5.1% 11Q SEC ↗
37 NORTHWESTERN MUTUAL WEALTH MANAGEMENT 622,017 $29M -108,493 -14.9% 33Q SEC ↗
38 HighTower Advisors, LLC 610,066 $28M +83,031 +15.8% 15Q SEC ↗
39 LexAurum Advisors, LLC 590,479 $27M -2,981 -0.5% 2Q SEC ↗
40 AQR CAPITAL MANAGEMENT LLC 551,936 $25M +619 +0.1% 10Q SEC ↗
41 Trail Ridge Investment Advisors, LLC 548,908 $25M +28,469 +5.5% 19Q SEC ↗
42 Hixon Zuercher, LLC 526,508 $24M +18,929 +3.7% 26Q SEC ↗
43 Asset Advisors Investment Management, 505,390 $23M -7,344 -1.4% 5Q SEC ↗
44 CoreCap Advisors, LLC 503,940 $23M +22,302 +4.6% 8Q SEC ↗
45 AlphaCore Capital LLC 491,001 $23M -10,850 -2.2% 3Q SEC ↗
46 Ledyard National Bank 486,622 $22M -10,614 -2.1% 27Q SEC ↗
47 Paul R. Ried Financial Group, LLC 484,829 $22M +6,784 +1.4% 7Q SEC ↗
48 APPLETON PARTNERS INC/MA 461,827 $21M +15,617 +3.5% 35Q SEC ↗
49 Kelman-Lazarov, Inc. 449,338 $21M -4,117 -0.9% 32Q SEC ↗
50 Baker Ellis Asset Management LLC 424,635 $19M +2,269 +0.5% 25Q SEC ↗

Recent Activity

New Positions (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
ENVESTNET ASSET MANAGEMENT INC +1,722,307 +41.3% 5,892,976
EP Wealth Advisors, LLC +1,031,511 +1823.9% 1,088,067
Cerity Partners LLC +667,534 +51.9% 1,953,987
Annex Advisory Services, LLC +609,836 +10.9% 6,186,859
LPL Financial LLC +600,897 +10.2% 6,479,772
WELLS FARGO & COMPANY/MN +449,028 +2.0% 23,100,548
JANE STREET GROUP, LLC +428,372 +136.8% 741,552
Pallas Capital Advisors LLC +341,179 +1728.6% 360,916
UNITED CAPITAL FINANCIAL ADVISORS, +336,872 +37.7% 1,231,419
Lebenthal Global Advisors, LLC +278,188 +53.9% 794,660
MORGAN STANLEY +275,043 +8.7% 3,430,266
PRINCIPAL SECURITIES, INC. +259,868 +25.8% 1,266,757
Betterment LLC +255,571 +7.8% 3,545,671
Cetera Investment Advisers +200,327 +9.9% 2,224,902
Envestnet Portfolio Solutions, Inc. +178,635 +28.7% 800,098
Arax Advisory Partners +157,264 +1400.4% 168,494
SigFig Wealth Management, LLC +114,330 +2.4% 4,972,665
OSAIC HOLDINGS, INC. +95,723 +51.2% 282,691
Prudent Man Advisors, LLC +83,760 +926.5% 92,800
HighTower Advisors, LLC +83,031 +15.8% 610,066
Biggest Decreases (20)
HolderReducedChange %Total Shares
Hennion & Walsh Asset Management, I -749,856 -72.3% 286,713
Corient Private Wealth LP -684,872 -73.8% 242,937
Insight Wealth Strategies, LLC -590,159 -90.5% 62,310
GFG Capital, LLC -459,787 -58.5% 326,323
Bank of New York Mellon Corp -335,510 -49.3% 345,516
Mariner, LLC -127,371 -68.7% 58,067
NORTHWESTERN MUTUAL WEALTH MANAGEME -108,493 -14.9% 622,017
BANK OF AMERICA CORP /DE -77,462 -1.7% 4,359,985
Private Advisor Group, LLC -56,390 -69.1% 25,208
Ducere Wealth Management LLC -51,196 -79.5% 13,225
MERCER GLOBAL ADVISORS INC /ADV -43,152 -23.6% 139,649
JPMORGAN CHASE & CO -40,113 -11.7% 303,022
CHANNEL WEALTH LLC -37,612 -48.5% 39,940
Contango Wealth Management LLC -35,533 -67.1% 17,435
Strategic Financial Services, Inc. -20,668 -2.3% 869,334
Robertson Stephens Wealth Managemen -16,148 -21.2% 60,046
Destiny Wealth Partners, LLC -15,433 -70.2% 6,551
Janney Montgomery Scott LLC -13,521 -4.1% 316,523
Rothschild Wealth LLC -13,167 -7.7% 158,092
Gateway Wealth Partners, LLC -12,393 -51.7% 11,588

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