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GTEK Institutional Ownership

Goldman Sachs Future Tech Leaders Equity ETF
1W: +2.1% 1M: +9.6% 3M: +0.7% YTD: +50.2% 1Y: +55.1% 3Y: +162.1% 5Y: +50.5%
$60.83
+1.44 (+2.42%)
 
Weekly Expected Move ±3.7%
$56 $59 $61 $63 $65
ETF AMEX · AUM $204.9M

Institutional Ownership — GTEK

44
Institutional Holders
+7 vs prior quarter
0.0%
Ownership
+0.00pp
112M
Total Invested
12
New Positions
14
Increased
11
Reduced
3
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (48 total)

# Holder Shares Value Change Change % Holding Period Filing
1 GOLDMAN SACHS GROUP INC 618,717 $38M -113,867 -15.5% 15Q SEC ↗
2 Heartwood Wealth Advisors LLC 419,956 $26M -106,607 -20.2% 11Q SEC ↗
3 RAYMOND JAMES FINANCIAL INC 276,967 $17M +302 +0.1% 7Q SEC ↗
4 Black Swift Group, LLC 105,545 $6M +1,595 +1.5% 6Q SEC ↗
5 Cassia Capital Partners, LLC 82,379 $5M -1,025 -1.2% 11Q SEC ↗
6 LPL Financial LLC 37,738 $2M +15,529 +69.9% 10Q SEC ↗
7 Del-Sette Capital Management, LLC NEW 35,805 $2M — +0.0% 1Q SEC ↗
8 CITADEL ADVISORS LLC 24,397 $1M +15,582 +176.8% 5Q SEC ↗
9 Composition Wealth, LLC 23,852 $1M -403 -1.7% 2Q SEC ↗
10 OSAIC HOLDINGS, INC. 20,804 $1M +20,644 +12902.5% 19Q SEC ↗
11 Delta Investment Management, LLC NEW 17,771 $1M — +0.0% 1Q SEC ↗
12 Waldron Private Wealth LLC 13,425 $817K — +0.0% 10Q SEC ↗
13 CWM, LLC 13,376 $814K +1,045 +8.5% 12Q SEC ↗
14 Kestra Advisory Services, LLC 12,316 $749K +90 +0.7% 4Q SEC ↗
15 WEALTH ENHANCEMENT ADVISORY SERVICES, 10,877 $662K -300 -2.7% 11Q SEC ↗
16 Nautilus Advisors LLC NEW 10,028 $610K — +0.0% 1Q SEC ↗
17 COMMONWEALTH EQUITY SERVICES, LLC NEW 8,207 $499K — +0.0% 1Q SEC ↗
18 ENVESTNET ASSET MANAGEMENT INC 6,850 $417K +1,681 +32.5% 2Q SEC ↗
19 Private Advisor Group, LLC 6,175 $376K +1,075 +21.1% 3Q SEC ↗
20 Retirement Planning Co of New England, 5,797 $353K -431 -6.9% 11Q SEC ↗
21 Ashton Thomas Private Wealth, LLC 5,050 $307K +808 +19.0% 2Q SEC ↗
22 Daybright Advisory Services, Inc. NEW 4,823 $293K — +0.0% 1Q SEC ↗
23 Summa Corp. NEW 4,500 $274K — +0.0% 1Q SEC ↗
24 NewEdge Advisors, LLC 4,139 $252K +35 +0.9% 4Q SEC ↗
25 MERCER GLOBAL ADVISORS INC /ADV NEW 3,926 $239K — +0.0% 1Q SEC ↗
26 TRUIST FINANCIAL CORP NEW 3,770 $229K — +0.0% 1Q SEC ↗
27 Cresset Asset Management, LLC NEW 3,700 $225K — +0.0% 1Q SEC ↗
28 MORGAN STANLEY 3,393 $206K +1,643 +93.9% 20Q SEC ↗
29 FIFTH THIRD BANCORP 3,133 $191K -1,030 -24.7% 2Q SEC ↗
30 ROYAL BANK OF CANADA 2,150 $131K +135 +6.7% 20Q SEC ↗
31 Glassman Wealth Services 1,478 $90K +124 +9.2% 15Q SEC ↗
32 HARBOUR INVESTMENTS, INC. 1,386 $84K +1 +0.1% 12Q SEC ↗
33 Arax Advisory Partners NEW 500 $30K — +0.0% 1Q SEC ↗
34 UBS Group AG 300 $18K -1,205 -80.1% 2Q SEC ↗
35 BLUE BELL PRIVATE WEALTH MANAGEMENT, L 291 $18K — +0.0% 19Q SEC ↗
36 Harborfront Financial Group LLC NEW 190 $12K — +0.0% 1Q SEC ↗
37 TD Waterhouse Canada Inc. 174 $11K — +0.0% 19Q SEC ↗
38 Farther Finance Advisors, LLC 115 $7K — +0.0% 3Q SEC ↗
39 BANK OF MONTREAL /CAN 62 $4K — +0.0% 6Q SEC ↗
40 PROTECTIVE LIFE CORP 44 $3K — +0.0% 2Q SEC ↗
41 Allworth Financial LP 25 $2K — +0.0% 2Q SEC ↗
42 BlackRock, Inc. NEW 8 $0K — +0.0% 1Q SEC ↗
43 JANE STREET GROUP, LLC 0 $0K -10,341 -100.0% 4Q SEC ↗
44 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0 $0K -40,764 -100.0% 4Q SEC ↗
45 WELLS FARGO & COMPANY/MN 0 $0K -150 -100.0% 1Q SEC ↗
46 Aventura Private Wealth, LLC 0 $0K -300 -100.0% 5Q SEC ↗
47 FLOW TRADERS U.S. LLC 0 $0K -8,607 -100.0% 4Q SEC ↗
48 AMERIPRISE FINANCIAL INC 0 $0K -7,855 -100.0% 5Q SEC ↗
Biggest Increases (15)
HolderAddedChange %Total Shares
OSAIC HOLDINGS, INC. +20,644 +12902.5% 20,804
CITADEL ADVISORS LLC +15,582 +176.8% 24,397
LPL Financial LLC +15,529 +69.9% 37,738
ENVESTNET ASSET MANAGEMENT INC +1,681 +32.5% 6,850
MORGAN STANLEY +1,643 +93.9% 3,393
Black Swift Group, LLC +1,595 +1.5% 105,545
Private Advisor Group, LLC +1,075 +21.1% 6,175
CWM, LLC +1,045 +8.5% 13,376
Ashton Thomas Private Wealth, LLC +808 +19.0% 5,050
RAYMOND JAMES FINANCIAL INC +302 +0.1% 276,967
ROYAL BANK OF CANADA +135 +6.7% 2,150
Glassman Wealth Services +124 +9.2% 1,478
Kestra Advisory Services, LLC +90 +0.7% 12,316
NewEdge Advisors, LLC +35 +0.9% 4,139
HARBOUR INVESTMENTS, INC. +1 +0.1% 1,386
Biggest Decreases (8)
HolderReducedChange %Total Shares
GOLDMAN SACHS GROUP INC -113,867 -15.5% 618,717
Heartwood Wealth Advisors LLC -106,607 -20.2% 419,956
UBS Group AG -1,205 -80.1% 300
FIFTH THIRD BANCORP -1,030 -24.7% 3,133
Cassia Capital Partners, LLC -1,025 -1.2% 82,379
Retirement Planning Co of New Engla -431 -6.9% 5,797
Composition Wealth, LLC -403 -1.7% 23,852
WEALTH ENHANCEMENT ADVISORY SERVICE -300 -2.7% 10,877

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