Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
BANK OF AMERICA CORP /DE/ | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
JANE STREET GROUP, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
STEPHENS INC /AR/ | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
GOLDMAN SACHS GROUP INC | 12 | 12 | 0.02% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 12 |
SOL Capital Management CO | 12 | 12 | 0.13% | 0.72% | 0.92% | Q4 2020 | Q3 2023 | 12 |
Crestwood Advisors Group, LLC | 12 | 12 | 0.03% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 12 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
OSAIC HOLDINGS, INC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
COMMONWEALTH EQUITY SERVICES, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
MORGAN STANLEY | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
Ten Capital Wealth Advisors, LLC | 11 | 11 | 0.27% | 0.58% | 1.08% | Q4 2020 | Q2 2023 | 11 |
TD Capital Management LLC | 5 | 5 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 10 |
HBW ADVISORY SERVICES LLC | 6 | 4 | 0.91% | 1.37% | 1.71% | Q1 2021 | Q3 2023 | 10 |
Precision Wealth Strategies, LLC | 9 | 9 | 0.23% | 0.54% | 0.86% | Q2 2021 | Q2 2023 | 9 |
CAPTRUST FINANCIAL ADVISORS | 7 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 9 |
Herold Advisors, Inc. | 9 | 9 | 0.09% | 0.14% | 0.19% | Q3 2021 | Q3 2023 | 9 |
HARBOUR INVESTMENTS, INC. | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
AdvisorNet Financial, Inc | 9 | 9 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q1 2023 | 9 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
WELLS FARGO & COMPANY/MN | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Citadel Advisors | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 8 |
UBS Group AG | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 8 |
Legacy Private Trust Co. | 8 | 8 | 0.06% | 0.09% | 0.11% | Q4 2021 | Q3 2023 | 8 |
TRUIST FINANCIAL CORP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
LPL Financial LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Hexagon Capital Partners LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
Concord Wealth Partners | 4 | 3 | 0.00% | 0.08% | 0.25% | Q4 2021 | Q3 2023 | 7 |
AMERICAN NATIONAL BANK | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
StoneX Group Inc. | 7 | 7 | 0.06% | 0.46% | 1.15% | Q3 2021 | Q1 2023 | 7 |
Raymond James Financial Services Advisors, Inc. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
American Trust | 6 | 6 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q2 2023 | 6 |
Highland Financial Advisors, LLC | 6 | 6 | 2.42% | 2.74% | 3.06% | Q2 2022 | Q3 2023 | 6 |
Gladstone Institutional Advisory LLC | 6 | 6 | 0.08% | 0.23% | 0.33% | Q2 2022 | Q3 2023 | 6 |
Wagner Wealth Management, LLC | 4 | 2 | 0.03% | 0.07% | 0.14% | Q1 2021 | Q3 2022 | 6 |
ROYAL BANK OF CANADA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Cardinal Capital Management | 6 | 6 | 0.10% | 0.12% | 0.14% | Q4 2020 | Q1 2022 | 6 |
Quantitative Advantage, LLC | 5 | 5 | 0.04% | 0.05% | 0.05% | Q1 2022 | Q1 2023 | 5 |
KB FINANCIAL PARTNERS, LLC | 4 | 1 | 0.10% | 0.12% | 0.18% | Q4 2021 | Q3 2023 | 5 |
SALEM INVESTMENT COUNSELORS INC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 5 |
Berger Financial Group, Inc | 5 | 5 | 1.67% | 1.85% | 1.96% | Q3 2022 | Q3 2023 | 5 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Cutler Group LLC / CA | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 4 |
Milestone Investment Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Carroll Financial Associates, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
RAYMOND JAMES & ASSOCIATES | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
HighTower Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
GLENMEDE TRUST CO NA | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Consolidated Planning Corp | 4 | 4 | 0.27% | 0.30% | 0.35% | Q4 2022 | Q3 2023 | 4 |
Cascade Investment Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
SIMPLEX TRADING, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Spire Wealth Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Magnus Financial Group LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q2 2021 | Q4 2021 | 3 |
OneDigital Investment Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Tidal Investments LLC | 3 | 3 | 0.02% | 0.03% | 0.05% | Q1 2023 | Q3 2023 | 3 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 3 | 3 | 0.48% | 0.52% | 0.58% | Q4 2020 | Q2 2021 | 3 |
Fort Point Capital Partners LLC | 3 | 3 | 0.14% | 0.15% | 0.16% | Q3 2021 | Q1 2022 | 3 |
FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 3 |
Private Advisor Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2022 | 3 |
FLOW TRADERS U.S. LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2021 | 3 |
Mascoma Wealth Management LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 3 |
BANK OF MONTREAL /CAN/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BANK OF NOVA SCOTIA | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Glassman Wealth Services | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 2 |
J.P. Morgan Private Wealth Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
MGO ONE SEVEN LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
JPMORGAN CHASE & CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Destiny Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Newbridge Financial Services Group, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q3 2021 | 1 |
Capital Market Strategies LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2021 | 1 |
Royal Harbor Partners, LLC | 1 | 1 | 2.64% | 2.64% | 2.64% | Q1 2021 | Q1 2021 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Corient Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
AE Wealth Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Sowell Financial Services LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
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.