GOLDMAN SACHS ETF TR shareholder history

Current and past GOLDMAN SACHS ETF TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 18180.00%0.00%0.00%Q2 2019Q3 202318
STEPHENS INC /AR/ 17170.02%0.14%0.32%Q3 2019Q3 202317
GOLDMAN SACHS GROUP INC 16160.00%0.01%0.02%Q4 2019Q3 202316
JANE STREET GROUP, LLC 960.00%0.00%0.01%Q2 2019Q3 202315
Bristlecone Advisors, LLC 14140.14%1.37%2.28%Q2 2020Q3 202314
SHUFRO ROSE & CO LLC 14140.04%0.08%0.13%Q2 2020Q3 202314
Capital Advisors, Ltd. LLC 13130.04%0.09%0.16%Q3 2020Q3 202313
WELLS FARGO & COMPANY/MN 13130.00%0.00%0.01%Q3 2020Q3 202313
ADELL HARRIMAN & CARPENTER INC 13130.18%0.87%1.26%Q3 2020Q3 202313
Gradient Investments LLC 13130.00%0.14%0.38%Q3 2020Q3 202313
1900 WEALTH MANAGEMENT LLC 12120.02%0.10%0.23%Q4 2020Q3 202312
MORGAN STANLEY 12120.00%0.00%0.00%Q4 2020Q3 202312
ROYAL BANK OF CANADA 12120.00%0.00%0.00%Q4 2020Q3 202312
EVERGREEN CAPITAL MANAGEMENT LLC 12120.01%0.04%0.07%Q4 2020Q3 202312
SYNOVUS FINANCIAL CORP 12120.00%0.01%0.01%Q4 2020Q3 202312
SAGE RHINO CAPITAL LLC 840.10%0.40%1.19%Q2 2020Q3 202312
TD Capital Management LLC 12120.07%0.21%0.60%Q4 2020Q3 202312
ATWOOD & PALMER INC 12120.06%0.21%0.45%Q4 2020Q3 202312
FLOW TRADERS U.S. LLC 510.01%0.05%0.15%Q4 2019Q3 202311
Mascoma Wealth Management LLC 11110.13%0.27%0.46%Q1 2021Q3 202311
Asio Capital, LLC 920.28%3.23%5.77%Q4 2019Q3 202211
RAYMOND JAMES & ASSOCIATES 11110.00%0.00%0.01%Q1 2021Q3 202311
EVERMAY WEALTH MANAGEMENT LLC 10100.02%0.20%0.43%Q2 2021Q3 202310
NOTTINGHAM ADVISORS, INC. 10100.02%0.09%0.15%Q2 2021Q3 202310
Brio Consultants, LLC 730.06%0.47%0.98%Q1 2021Q3 202310
Community Bank, N.A. 10100.01%0.01%0.02%Q2 2021Q3 202310
BEESE FULMER INVESTMENT MANAGEMENT, INC. 10100.04%0.08%0.10%Q2 2021Q3 202310
Texas Yale Capital Corp. 10100.03%0.16%0.41%Q1 2021Q2 202310
Raymond James Financial Services Advisors, Inc. 10100.00%0.00%0.00%Q2 2021Q3 202310
Citadel Advisors 410.00%0.00%0.00%Q2 2020Q3 202310
Regal Investment Advisors LLC 10100.04%0.06%0.08%Q2 2021Q3 202310
CUTLER INVESTMENT COUNSEL LLC 990.31%0.61%1.03%Q4 2020Q4 20229
UNITED CAPITAL FINANCIAL ADVISORS, LLC 990.00%0.01%0.04%Q3 2021Q3 20239
6 Meridian 991.38%1.69%2.10%Q4 2019Q4 20219
OSAIC HOLDINGS, INC. 990.00%0.00%0.00%Q3 2021Q3 20239
Koss-Olinger Consulting, LLC 990.03%0.04%0.04%Q1 2021Q1 20239
ENVESTNET ASSET MANAGEMENT INC 880.00%0.00%0.00%Q4 2021Q3 20238
UBS Group AG 310.00%0.00%0.00%Q1 2020Q3 20238
Cassia Capital Partners, LLC 881.55%8.83%17.38%Q4 2021Q3 20238
Rock Point Advisors, LLC 880.20%0.22%0.27%Q4 2021Q3 20238
Financial Management Professionals, Inc. 770.01%0.01%0.01%Q1 2022Q3 20237
STIFEL FINANCIAL CORP 770.01%0.01%0.01%Q1 2022Q3 20237
STEEL GROVE CAPITAL ADVISORS, LLC 610.07%0.12%0.17%Q3 2021Q3 20237
CWM, LLC 770.12%0.22%0.26%Q1 2022Q3 20237
OneDigital Investment Advisors LLC 770.04%0.07%0.13%Q1 2022Q3 20237
KESTRA PRIVATE WEALTH SERVICES, LLC 660.01%0.02%0.04%Q1 2022Q2 20236
AlphaMark Advisors, LLC 660.00%0.29%0.38%Q1 2021Q2 20226
KCS Wealth Advisory 660.78%2.87%4.15%Q2 2022Q3 20236
Probity Advisors, Inc. 510.07%0.07%0.08%Q3 2020Q1 20226
Engrave Wealth Partners LLC 664.48%6.03%8.38%Q2 2022Q3 20236
Jaffetilchin Investment Partners, LLC 660.07%0.09%0.10%Q1 2022Q2 20236
SUSQUEHANNA INTERNATIONAL GROUP, LLP 310.00%0.00%0.00%Q1 2020Q3 20236
Kathmere Capital Management, LLC 660.08%2.36%3.05%Q4 2020Q1 20226
BKA Wealth Consulting, Inc. 550.39%3.88%5.80%Q1 2022Q1 20235
Cetera Advisor Networks LLC 310.00%0.02%0.03%Q4 2019Q2 20225
Rockefeller Capital Management L.P. 550.00%0.02%0.03%Q2 2022Q2 20235
Frontier Wealth Management LLC 320.02%0.02%0.03%Q2 2020Q4 20215
NewEdge Advisors, LLC 550.00%0.01%0.02%Q3 2022Q3 20235
Congress Wealth Management LLC / DE / 410.01%0.01%0.01%Q4 2021Q3 20235
Wagner Wealth Management, LLC 550.90%2.90%4.47%Q3 2022Q3 20235
Alpha Omega Wealth Management LLC 550.94%1.44%1.62%Q3 2022Q3 20235
IFP Advisors, Inc 410.00%0.01%0.02%Q1 2022Q2 20235
Carroll Financial Associates, Inc. 410.08%0.63%0.81%Q4 2019Q4 20215
Elmwood Wealth Management, Inc. 550.13%0.48%0.66%Q3 2022Q3 20235
LPL Financial LLC 550.00%0.00%0.01%Q3 2022Q3 20235
Windsor Wealth Management, Inc. 410.04%0.08%0.12%Q1 2022Q3 20235
Atria Wealth Solutions, Inc. 550.01%0.02%0.02%Q3 2022Q3 20235
AXXCESS WEALTH MANAGEMENT, LLC 440.11%0.23%0.30%Q4 2021Q3 20224
Gladstone Institutional Advisory LLC 440.03%0.06%0.08%Q1 2022Q4 20224
Newbridge Financial Services Group, Inc. 440.02%0.03%0.03%Q4 2022Q3 20234
US BANCORP \DE\ 440.00%0.00%0.00%Q1 2021Q4 20214
Wealth Alliance Advisory Group, LLC 440.06%0.11%0.24%Q4 2022Q3 20234
Tranquility Partners, LLC 440.11%0.11%0.13%Q4 2022Q3 20234
TIEMANN INVESTMENT ADVISORS, LLC 440.51%1.12%1.75%Q4 2022Q3 20234
Highland Financial Advisors, LLC 442.30%2.62%2.90%Q4 2022Q3 20234
Realta Investment Advisors 220.02%0.03%0.03%Q3 2022Q3 20234
Pinnacle Advisory Group, Inc. 440.01%0.02%0.03%Q2 2020Q1 20214
OLD MISSION CAPITAL LLC 310.01%0.10%0.29%Q1 2021Q2 20234
MERCER GLOBAL ADVISORS INC /ADV 440.00%0.00%0.00%Q4 2021Q3 20224
Precision Wealth Strategies, LLC 310.75%4.17%8.56%Q1 2022Q3 20234
HighTower Advisors, LLC 440.02%0.02%0.03%Q4 2022Q3 20234
Kingsview Wealth Management, LLC 440.01%0.02%0.02%Q2 2020Q1 20214
Private Wealth Partners, LLC 440.15%0.17%0.18%Q4 2022Q3 20234
Visionary Wealth Advisors 440.02%0.07%0.12%Q3 2022Q2 20234
Transamerica Financial Advisors, Inc. 440.01%0.03%0.05%Q4 2022Q3 20234
Clearwater Capital Advisors, LLC 440.04%0.04%0.04%Q4 2022Q3 20234
Parallel Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Gratus Capital, LLC 440.02%0.03%0.05%Q4 2022Q3 20234
MILESTONE WEALTH, LLC 440.03%0.03%0.03%Q4 2021Q3 20224
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Avestar Capital, LLC 330.98%1.54%2.12%Q1 2023Q3 20233
Cornerstone Advisory, LLC 210.01%0.51%1.13%Q1 2020Q4 20213
Mariner, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Laurel Wealth Advisors, Inc. 330.05%0.08%0.09%Q3 2020Q1 20213
Steward Partners Investment Advisory, LLC 210.00%0.00%0.00%Q4 2021Q2 20233
Destiny Wealth Partners, LLC 330.00%0.00%0.00%Q2 2022Q4 20223
CITIGROUP INC 210.00%0.00%0.00%Q2 2019Q3 20213
Financial Gravity Asset Management, Inc. 330.00%0.02%0.03%Q1 2023Q3 20233
Hightower 6M Holding, LLC 331.45%1.46%1.46%Q1 2022Q3 20223
JPMORGAN CHASE & CO 210.00%0.00%0.00%Q2 2019Q2 20233
Accurate Wealth Management, LLC 330.00%0.12%0.26%Q2 2022Q4 20223
Fermata Advisors, LLC 210.95%1.69%2.77%Q4 2022Q3 20233
LVZ, Inc. 330.03%0.04%0.04%Q4 2022Q2 20233
BLAIR WILLIAM & CO/IL 210.00%0.00%0.00%Q4 2022Q3 20233
FIRST FOUNDATION ADVISORS 330.01%0.02%0.02%Q2 2021Q4 20213
Buck Wealth Strategies, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Wiser Wealth Management, Inc 220.33%0.35%0.37%Q3 2023Q4 20232
Cornerstone Wealth Management, LLC 220.05%0.05%0.05%Q2 2023Q3 20232
CAPTRUST FINANCIAL ADVISORS 220.00%0.00%0.00%Q1 2022Q2 20222
McElhenny Sheffield Capital Management, LLC 110.01%0.12%0.23%Q2 2022Q4 20222
Lido Advisors, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Penserra Capital Management LLC 220.00%0.00%0.00%Q2 2023Q3 20232
FMR LLC 110.00%0.00%0.00%Q2 2020Q1 20232
Northwest Capital Management Inc 220.00%0.00%0.00%Q2 2023Q3 20232
Minot Wealth Management LLC 220.06%0.06%0.06%Q1 2021Q2 20212
AdvisorNet Financial, Inc 220.10%0.10%0.10%Q2 2023Q3 20232
COMMONWEALTH EQUITY SERVICES, LLC 220.00%0.00%0.00%Q3 2022Q4 20222
Raleigh Capital Management Inc. 220.02%0.02%0.02%Q2 2022Q3 20222
Farther Finance Advisors, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Royal Harbor Partners, LLC 220.27%2.62%4.96%Q2 2022Q3 20222
ASSETMARK, INC 110.00%0.00%0.00%Q4 2022Q2 20232
Clearshares LLC 220.23%0.23%0.23%Q2 2019Q3 20192
BROOKS, MOORE & ASSOCIATES, INC. 220.33%0.82%1.30%Q1 2022Q2 20222
TUCKER ASSET MANAGEMENT LLC 220.00%0.00%0.00%Q1 2023Q2 20232
TWO SIGMA SECURITIES, LLC 220.00%0.00%0.01%Q2 2023Q3 20232
O'Dell Group, LLC 220.03%0.03%0.04%Q1 2022Q2 20222
HALL CAPITAL MANAGEMENT CO INC 220.45%1.37%2.30%Q4 2021Q1 20222
First National Bank of South Miami 110.06%0.06%0.06%Q1 2020Q1 20201
Proficio Capital Partners LLC 110.42%0.42%0.42%Q3 2023Q3 20231
PRIVATE TRUST CO NA 110.01%0.01%0.01%Q1 2023Q1 20231
Bank of New York Mellon Corp 110.00%0.00%0.00%Q3 2021Q3 20211
McGowan Group Asset Management, Inc. 110.04%0.04%0.04%Q3 2023Q3 20231
Livingston Group Asset Management CO (operating as Southport Capital Management) 110.06%0.06%0.06%Q4 2021Q4 20211
Ignite Planners, LLC 110.29%0.29%0.29%Q3 2023Q3 20231
Kestra Advisory Services, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
INTRUST BANK NA 110.03%0.03%0.03%Q4 2021Q4 20211
GoalVest Advisory LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Altavista Wealth Management, Inc. 110.04%0.04%0.04%Q4 2021Q4 20211
Envestnet Portfolio Solutions, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Dakota Wealth Management 110.02%0.02%0.02%Q3 2023Q3 20231
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.12%0.12%0.12%Q3 2023Q3 20231
Synergy Financial Group, LTD 110.39%0.39%0.39%Q3 2023Q3 20231
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Perigon Wealth Management, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Stadion Money Management, LLC 110.81%0.81%0.81%Q3 2020Q3 20201
Marcum Wealth, LLC 110.05%0.05%0.05%Q3 2022Q3 20221
Delta Investment Management, LLC 110.07%0.07%0.07%Q4 2022Q4 20221
Bartlett & Co. LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Watson Rebecca 110.43%0.43%0.43%Q4 2019Q4 20191
Navalign, LLC 110.38%0.38%0.38%Q3 2023Q3 20231
DEUTSCHE BANK AG\ 110.00%0.00%0.00%Q2 2019Q2 20191
RETIREMENT CAPITAL STRATEGIES 110.16%0.16%0.16%Q3 2022Q3 20221
SWMG, LLC 110.11%0.11%0.11%Q2 2023Q2 20231
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Mutual Advisors, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
Pathway Financial Advisors LLC 110.14%0.14%0.14%Q2 2022Q2 20221
Beverly Hills Private Wealth, LLC 110.21%0.21%0.21%Q3 2023Q3 20231
Impact Partnership Wealth, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Cambridge Investment Research Advisors, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
Atria Investments, Inc 110.03%0.03%0.03%Q2 2023Q2 20231
Sunbelt Securities, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
VisionPoint Advisory Group, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
BANK OF AMERICA CORP /DE/ 110.00%0.00%0.00%Q2 2022Q2 20221
Chicago Partners Investment Group LLC 110.02%0.02%0.02%Q2 2021Q2 20211
Advisory Services Network, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
External links

This page lists all the filers that currently own GOLDMAN SACHS ETF TR or have owned GOLDMAN SACHS ETF TR in the past.