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GVLE Institutional Ownership

Goldman Sachs Value Opportunities ETF
1W: -0.9% 1M: -1.5% 3M: +0.5% YTD: +16.0%
$47.60
+0.24 (+0.51%)
 
Weekly Expected Move ±1.4%
$46 $47 $48 $48 $49
ETF NASDAQ · AUM $40.1M

Institutional Ownership — GVLE

6
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
12M
Total Invested
1
New Positions
2
Increased
3
Reduced
0
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (8 total)

# Holder Shares Value Change Change % Holding Period Filing
1 GOLDMAN SACHS GROUP INC 155,212 $7M -41,985 -21.3% 3Q SEC ↗
2 FORTEM FINANCIAL GROUP, LLC 72,045 $3M +542 +0.8% 3Q SEC ↗
3 Highland Investment Advisors LLC NEW 10,404 $495K — +0.0% 1Q SEC ↗
4 CITADEL ADVISORS LLC 6,284 $299K -31,138 -83.2% 2Q SEC ↗
5 LPL Financial LLC 5,889 $280K -1,145 -16.3% 3Q SEC ↗
6 OSAIC HOLDINGS, INC. 3,164 $151K +2,298 +265.4% 3Q SEC ↗
7 Kestra Advisory Services, LLC 0 $0K -624 -100.0% 1Q SEC ↗
8 UBS Group AG 0 $0K -1 -100.0% 1Q SEC ↗

Recent Activity

New Positions (1)
HolderSharesValue
Highland Investment Advisors LLC 10,404 $495K
Sold Out (2)
HolderPrev SharesPrev Value
Kestra Advisory Services, LLC 624 $30K
UBS Group AG 1 $0K
Biggest Increases (2)
HolderAddedChange %Total Shares
OSAIC HOLDINGS, INC. +2,298 +265.4% 3,164
FORTEM FINANCIAL GROUP, LLC +542 +0.8% 72,045
Biggest Decreases (3)
HolderReducedChange %Total Shares
GOLDMAN SACHS GROUP INC -41,985 -21.3% 155,212
CITADEL ADVISORS LLC -31,138 -83.2% 6,284
LPL Financial LLC -1,145 -16.3% 5,889

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