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GSLC Institutional Ownership

Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
1W: -0.1% 1M: +0.2% 3M: +2.6% YTD: +10.5% 1Y: +12.4% 3Y: +78.8% 5Y: +73.5%
$146.45
+0.94 (+0.65%)
 
Weekly Expected Move ±1.4%
$142 $144 $146 $149 $151
ETF AMEX · AUM $15.8B

Institutional Ownership — GSLC

674
Institutional Holders
+16 vs prior quarter
0.0%
Ownership
+0.00pp
12B
Total Invested
80
New Positions
173
Increased
279
Reduced
31
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (721 total)

# Holder Shares Value Change Change % Holding Period Filing
1 WELLS FARGO & COMPANY/MN 27,444,512 4.0B -649,408 -2.3% 40Q SEC ↗
2 NORTHWESTERN MUTUAL WEALTH MANAGEMENT 6,988,089 1.0B -97,709 -1.4% 39Q SEC ↗
3 Betterment LLC 5,711,643 $836M -57,433 -1.0% 39Q SEC ↗
4 MORGAN STANLEY 5,039,761 $738M -533,680 -9.6% 42Q SEC ↗
5 LPL Financial LLC 3,220,388 $472M -37,079 -1.1% 43Q SEC ↗
6 ENVESTNET ASSET MANAGEMENT INC 3,182,271 $466M +503,551 +18.8% 40Q SEC ↗
7 SIGNATURE ESTATE & INVESTMENT ADVISORS 2,928,946 $429M -174,973 -5.6% 34Q SEC ↗
8 BANK OF AMERICA CORP /DE 2,730,596 $400M -82,432 -2.9% 15Q SEC ↗
9 SigFig Wealth Management, LLC 1,998,523 $293M +23,106 +1.2% 33Q SEC ↗
10 RiverFront Investment Group, LLC 1,878,543 $275M -110,159 -5.5% 40Q SEC ↗
11 GOLDMAN SACHS GROUP INC 1,659,535 $243M -112,254 -6.3% 15Q SEC ↗
12 HB Wealth Management, LLC 1,305,326 $191M +56,976 +4.6% 6Q SEC ↗
13 RAYMOND JAMES FINANCIAL INC 1,164,476 $171M -17,143 -1.5% 7Q SEC ↗
14 Glenview Trust Co 1,151,589 $169M -3,111 -0.3% 37Q SEC ↗
15 Cetera Investment Advisers 1,025,009 $150M +12,501 +1.2% 23Q SEC ↗
16 SFMG, LLC 870,472 $127M +18,463 +2.2% 43Q SEC ↗
17 High Probability Advisors, LLC 827,017 $121M +38,544 +4.9% 23Q SEC ↗
18 Financial Management Professionals, In 789,342 $116M -58,108 -6.9% 41Q SEC ↗
19 Riverpoint Wealth Management Holdings, 658,842 $96M +12,473 +1.9% 39Q SEC ↗
20 OneDigital Investment Advisors LLC 649,813 $95M +10,450 +1.6% 14Q SEC ↗
21 ROYAL BANK OF CANADA 644,108 $94M -71,123 -9.9% 43Q SEC ↗
22 Goldstein Advisors, LLC 621,939 $91M +23,942 +4.0% 15Q SEC ↗
23 UBS Group AG 592,065 $87M +11,690 +2.0% 42Q SEC ↗
24 Lifelong Wealth Advisors, Inc. 544,027 $80M -4,201 -0.8% 7Q SEC ↗
25 FIRST FOUNDATION ADVISORS 446,025 $65M -13,060 -2.8% 33Q SEC ↗
26 Leo Wealth, LLC 442,595 $65M -16,587 -3.6% 10Q SEC ↗
27 HighTower Advisors, LLC 424,857 $62M +9,522 +2.3% 39Q SEC ↗
28 APPLETON PARTNERS INC/MA 421,782 $62M +1,375 +0.3% 38Q SEC ↗
29 Orion Porfolio Solutions, LLC 417,254 $61M -11,768 -2.7% 34Q SEC ↗
30 JPMORGAN CHASE & CO 412,095 $60M +20,053 +5.1% 35Q SEC ↗
31 DROMS STRAUSS ADVISORS INC /MO/ /ADV 374,592 $55M -1,647 -0.4% 31Q SEC ↗
32 HUNTER ASSOCIATES INVESTMENT MANAGEMEN 362,397 $53M +1,862 +0.5% 25Q SEC ↗
33 LexAurum Advisors, LLC 361,888 $53M -9,573 -2.6% 2Q SEC ↗
34 Dynamic Advisor Solutions LLC 359,896 $53M +35,110 +10.8% 16Q SEC ↗
35 PRINCIPAL SECURITIES, INC. 355,063 $52M +76,432 +27.4% 11Q SEC ↗
36 RFG Advisory, LLC 355,036 $52M -14,295 -3.9% 7Q SEC ↗
37 COMMONWEALTH EQUITY SERVICES, LLC 345,275 $51M -73,194 -17.5% 35Q SEC ↗
38 Baird Financial Group, Inc. 341,101 $50M -2,883 -0.8% 37Q SEC ↗
39 Steward Partners Investment Advisory, 339,087 $50M -5,167 -1.5% 38Q SEC ↗
40 AXXCESS WEALTH MANAGEMENT, LLC 323,965 $47M +43,909 +15.7% 19Q SEC ↗
41 IAG Wealth Partners, LLC 321,376 $47M -4,085 -1.3% 27Q SEC ↗
42 AQR CAPITAL MANAGEMENT LLC 278,485 $41M +7,997 +3.0% 10Q SEC ↗
43 Janney Montgomery Scott LLC 273,806 $40M -14,191 -4.9% 11Q SEC ↗
44 Hennion & Walsh Asset Management, Inc. 271,998 $40M -291,099 -51.7% 22Q SEC ↗
45 WEALTH ENHANCEMENT ADVISORY SERVICES, 269,897 $40M -3,254 -1.2% 12Q SEC ↗
46 KINTRA WEALTH, LLC 243,260 $36M -41,190 -14.5% 19Q SEC ↗
47 Envestnet Portfolio Solutions, Inc. 240,491 $35M +57,504 +31.4% 12Q SEC ↗
48 CAPTRUST FINANCIAL ADVISORS 234,058 $34M +6,491 +2.9% 22Q SEC ↗
49 OSAIC HOLDINGS, INC. 226,679 $33M +7,291 +3.3% 26Q SEC ↗
50 Cornerstone Advisory, LLC 213,217 $31M -1,734 -0.8% 37Q SEC ↗

Recent Activity

New Positions (20)
Sold Out (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
ENVESTNET ASSET MANAGEMENT INC +503,551 +18.8% 3,182,271
Worth Financial Advisory Group, LLC +110,111 +3154.1% 113,602
PRINCIPAL SECURITIES, INC. +76,432 +27.4% 355,063
Bleakley Financial Group, LLC +58,180 +439.3% 71,424
Envestnet Portfolio Solutions, Inc. +57,504 +31.4% 240,491
HB Wealth Management, LLC +56,976 +4.6% 1,305,326
Arax Advisory Partners +50,234 +2749.5% 52,061
Summit Financial, LLC +48,488 +383.9% 61,119
Rockefeller Capital Management L.P. +45,040 +49.3% 136,356
AXXCESS WEALTH MANAGEMENT, LLC +43,909 +15.7% 323,965
High Probability Advisors, LLC +38,544 +4.9% 827,017
Dynamic Advisor Solutions LLC +35,110 +10.8% 359,896
Kings Path Partners LLC +29,900 +18.4% 192,221
Goldstein Advisors, LLC +23,942 +4.0% 621,939
SigFig Wealth Management, LLC +23,106 +1.2% 1,998,523
JPMORGAN CHASE & CO +20,053 +5.1% 412,095
SFMG, LLC +18,463 +2.2% 870,472
MAI Capital Management +16,765 +9.2% 198,088
Founders Financial Alliance, LLC +16,550 +419.0% 20,500
McAdam, LLC +13,975 +39.7% 49,219
Biggest Decreases (20)
HolderReducedChange %Total Shares
WELLS FARGO & COMPANY/MN -649,408 -2.3% 27,444,512
MORGAN STANLEY -533,680 -9.6% 5,039,761
Penney Financial, LLC -471,942 -98.8% 5,779
Hennion & Walsh Asset Management, I -291,099 -51.7% 271,998
Corient Private Wealth LP -241,686 -94.0% 15,548
SIGNATURE ESTATE & INVESTMENT ADVIS -174,973 -5.6% 2,928,946
Private Advisor Group, LLC -120,347 -74.4% 41,305
GOLDMAN SACHS GROUP INC -112,254 -6.3% 1,659,535
RiverFront Investment Group, LLC -110,159 -5.5% 1,878,543
NORTHWESTERN MUTUAL WEALTH MANAGEME -97,709 -1.4% 6,988,089
BANK OF AMERICA CORP /DE -82,432 -2.9% 2,730,596
Ducere Wealth Management LLC -79,907 -88.5% 10,401
COMMONWEALTH EQUITY SERVICES, LLC -73,194 -17.5% 345,275
ROYAL BANK OF CANADA -71,123 -9.9% 644,108
GFG Capital, LLC -69,591 -37.2% 117,621
Financial Management Professionals, -58,108 -6.9% 789,342
Betterment LLC -57,433 -1.0% 5,711,643
Centurion Wealth Management LLC -45,734 -20.9% 173,502
FORTRESS FINANCIAL GROUP, LLC -43,182 -86.1% 6,962
KINTRA WEALTH, LLC -41,190 -14.5% 243,260

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