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GTIP Institutional Ownership

Goldman Sachs Access Inflation Protected USD Bond ETF
1W: -0.4% 1M: -2.6% 3M: -4.1% YTD: -5.8% 1Y: -6.3% 3Y: +7.0% 5Y: -4.7%
$46.32
-0.08 (-0.17%)
 
Weekly Expected Move ±0.6%
$46 $46 $46 $47 $47
ETF CBOE · AUM $286.8M

Institutional Ownership — GTIP

69
Institutional Holders
+8 vs prior quarter
0.0%
Ownership
+0.00pp
261M
Total Invested
14
New Positions
28
Increased
18
Reduced
11
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (75 total)

# Holder Shares Value Change Change % Holding Period Filing
1 ENVESTNET ASSET MANAGEMENT INC 1,164,042 $54M +126,578 +12.2% 24Q SEC ↗
2 Betterment LLC 908,825 $42M +52,710 +6.2% 29Q SEC ↗
3 LPL Financial LLC 863,767 $40M +1,241 +0.1% 24Q SEC ↗
4 UNITED CAPITAL FINANCIAL ADVISORS, LLC 713,247 $33M +92,910 +15.0% 3Q SEC ↗
5 ELEVATION POINT WEALTH PARTNERS, LLC 471,983 $22M +425,542 +916.3% 4Q SEC ↗
6 Vestmark Advisory Solutions, Inc. 471,582 $22M +427,215 +962.9% 4Q SEC ↗
7 RAYMOND JAMES FINANCIAL INC 287,632 $13M +260,907 +976.3% 7Q SEC ↗
8 WELLS FARGO & COMPANY/MN 210,848 $10M +73,792 +53.8% 15Q SEC ↗
9 Private Advisor Group, LLC 197,046 $9M -28,668 -12.7% 10Q SEC ↗
10 MORGAN STANLEY 179,379 $8M +28,519 +18.9% 23Q SEC ↗
11 Cetera Investment Advisers 173,223 $8M +14,392 +9.1% 15Q SEC ↗
12 PRINCIPAL SECURITIES, INC. 148,308 $7M +11,522 +8.4% 11Q SEC ↗
13 Envestnet Portfolio Solutions, Inc. 120,623 $6M +14,653 +13.8% 12Q SEC ↗
14 Sowell Financial Services LLC 73,604 $3M +32,768 +80.2% 5Q SEC ↗
15 Keebeck Wealth Management 42,120 $2M -917 -2.1% 5Q SEC ↗
16 Lifetime Wealth Management P.C. 34,928 $2M +12,648 +56.8% 3Q SEC ↗
17 FLOW TRADERS U.S. LLC NEW 27,712 $1M — +0.0% 1Q SEC ↗
18 BANK OF AMERICA CORP /DE 26,146 $1M -9,887 -27.4% 15Q SEC ↗
19 CoreCap Advisors, LLC 20,931 $970K +1,971 +10.4% 8Q SEC ↗
20 NewEdge Advisors, LLC 17,522 $812K +1,327 +8.2% 15Q SEC ↗
21 Bank of New York Mellon Corp 13,392 $620K +871 +7.0% 22Q SEC ↗
22 LifePlan Investment Advisors, Inc. 11,200 $519K +413 +3.8% 6Q SEC ↗
23 Integrated Wealth Concepts LLC 10,534 $488K +2,376 +29.1% 2Q SEC ↗
24 Founders Financial Alliance, LLC 7,905 $366K +7,651 +3012.2% 2Q SEC ↗
25 CATALYST PRIVATE WEALTH, LLC 6,000 $278K — +0.0% 11Q SEC ↗
26 Sanctuary Advisors, LLC 5,767 $267K +323 +5.9% 6Q SEC ↗
27 Legacy Advisors, LLC 5,566 $258K +248 +4.7% 4Q SEC ↗
28 PRIVATE TRUST CO NA 4,949 $229K -4 -0.1% 10Q SEC ↗
29 OSAIC HOLDINGS, INC. 4,434 $205K +1,153 +35.1% 25Q SEC ↗
30 JPMORGAN CHASE & CO 4,286 $199K -3,617 -45.8% 15Q SEC ↗
31 Beacon Financial Advisory LLC NEW 4,279 $198K — +0.0% 1Q SEC ↗
32 Global Retirement Partners, LLC NEW 3,258 $151K — +0.0% 1Q SEC ↗
33 Transamerica Financial Advisors, LLC 3,215 $149K +1,246 +63.3% 4Q SEC ↗
34 ROYAL BANK OF CANADA 2,676 $124K +23 +0.9% 20Q SEC ↗
35 Ashton Thomas Private Wealth, LLC NEW 1,617 $75K — +0.0% 1Q SEC ↗
36 Cornerstone Planning Group LLC 869 $40K — +0.0% 2Q SEC ↗
37 Allworth Financial LP 379 $18K -1 -0.3% 16Q SEC ↗
38 EFG International AG 350 $16K +18 +5.4% 2Q SEC ↗
39 Johnson Financial Group, Inc. NEW 309 $14K — +0.0% 1Q SEC ↗
40 UMB Bank, n.a. 302 $14K — +0.0% 2Q SEC ↗
41 FRANKLIN RESOURCES INC NEW 292 $14K — +0.0% 1Q SEC ↗
42 SOA Wealth Advisors, LLC. 215 $10K -19 -8.1% 4Q SEC ↗
43 Cordgrass Capital Advisors, LLC 193 $9K — +0.0% 3Q SEC ↗
44 AE Wealth Management LLC NEW 183 $8K — +0.0% 1Q SEC ↗
45 Rockefeller Capital Management L.P. NEW 162 $8K — +0.0% 1Q SEC ↗
46 Spectrum Wealth Advisory Group, LLC NEW 148 $7K — +0.0% 1Q SEC ↗
47 Russell Investments Group, Ltd. NEW 87 $4K — +0.0% 1Q SEC ↗
48 FMR LLC 80 $4K +6 +8.1% 4Q SEC ↗
49 INTERNATIONAL ASSETS INVESTMENT MANAGE NEW 70 $3K — +0.0% 1Q SEC ↗
50 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 57 $3K — +0.0% 9Q SEC ↗
Biggest Increases (20)
HolderAddedChange %Total Shares
Vestmark Advisory Solutions, Inc. +427,215 +962.9% 471,582
ELEVATION POINT WEALTH PARTNERS, LL +425,542 +916.3% 471,983
RAYMOND JAMES FINANCIAL INC +260,907 +976.3% 287,632
ENVESTNET ASSET MANAGEMENT INC +126,578 +12.2% 1,164,042
UNITED CAPITAL FINANCIAL ADVISORS, +92,910 +15.0% 713,247
WELLS FARGO & COMPANY/MN +73,792 +53.8% 210,848
Betterment LLC +52,710 +6.2% 908,825
Sowell Financial Services LLC +32,768 +80.2% 73,604
MORGAN STANLEY +28,519 +18.9% 179,379
Envestnet Portfolio Solutions, Inc. +14,653 +13.8% 120,623
Cetera Investment Advisers +14,392 +9.1% 173,223
Lifetime Wealth Management P.C. +12,648 +56.8% 34,928
PRINCIPAL SECURITIES, INC. +11,522 +8.4% 148,308
Founders Financial Alliance, LLC +7,651 +3012.2% 7,905
Integrated Wealth Concepts LLC +2,376 +29.1% 10,534
CoreCap Advisors, LLC +1,971 +10.4% 20,931
NewEdge Advisors, LLC +1,327 +8.2% 17,522
Transamerica Financial Advisors, LL +1,246 +63.3% 3,215
LPL Financial LLC +1,241 +0.1% 863,767
OSAIC HOLDINGS, INC. +1,153 +35.1% 4,434
Biggest Decreases (7)
HolderReducedChange %Total Shares
Private Advisor Group, LLC -28,668 -12.7% 197,046
BANK OF AMERICA CORP /DE -9,887 -27.4% 26,146
JPMORGAN CHASE & CO -3,617 -45.8% 4,286
Keebeck Wealth Management -917 -2.1% 42,120
SOA Wealth Advisors, LLC. -19 -8.1% 215
PRIVATE TRUST CO NA -4 -0.1% 4,949
Allworth Financial LP -1 -0.3% 379

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