Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF include Verus Capital Partners, Llc, Syntegra Private Wealth Group, LLC, Keebeck Wealth Management, LLC, Sax Wealth Advisors, Llc, Ethos Financial Group, LLC, Ameritas Advisory Services, LLC, Ameritas Investment Partners, Inc., Hollencrest Capital Management, and Creative Financial Designs Inc /adv .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
Upgradeto unlock premium data.
| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | AE Wealth Management LLC | 43 | 59.26 | 3 | 100.00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 290,428 | 8.10 | 19,926 | 16.93 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 647,204 | 5.03 | 44,405 | 13.60 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 178,181 | 11.99 | 12,225 | 21.14 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 177,532 | 1.74 | 11,261 | -6.65 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 3,549 | 0.14 | 247 | 15.49 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 649 | 45 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 90,763 | 12.88 | 6,227 | 12.04 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 173,626 | 4.10 | 11,913 | 12.60 | ||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 6,380 | 39.82 | 438 | 51.21 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 90,047 | 5.66 | 6,178 | 14.30 | ||||
| 2025-07-11 | 13F | Spence Asset Management | 38,107 | 4.20 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 6,937 | 8.83 | 476 | 17.57 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 48,556 | 5.49 | 3,331 | 14.11 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 381 | 0.26 | 26 | 8.33 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 29 | 2 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 599 | 49.75 | 41 | 64.00 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 7,097 | 4.74 | 487 | 13.29 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 3,000 | 206 | ||||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 168,642 | 0.05 | 11,571 | 8.22 | ||||
| 2025-08-01 | 13F | Strategic Financial Services, Inc, | 105,706 | 79.39 | 7,252 | 94.06 | ||||
| 2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 134,394 | 420.79 | 9,221 | 463.57 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 50 | 0 | ||||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 36 | 2 | ||||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 17,104 | 1,174 | ||||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 29,945 | 2.67 | 2,051 | 10.99 | ||||
| 2025-08-14 | 13F | Betterment LLC | 762,667 | 27.97 | 52 | 40.54 | ||||
| 2025-07-15 | 13F | McCarthy & Cox | 144,227 | 3.63 | 9,895 | 12.10 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 231,414 | 12.02 | 15,877 | 21.17 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 3,029 | 208 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 391 | 551.67 | 27 | 766.67 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 50,258 | 280.14 | 3,448 | 311.46 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 8 | 1 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 15,486 | 6.67 | 1,062 | 15.43 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 107,352 | 4.42 | 7 | 16.67 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 177,845 | 0.18 | 12,202 | 8.36 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 38,121 | 1.74 | 2,616 | 10.06 | ||||
| 2025-07-09 | 13F | High Probability Advisors, LLC | 148,937 | 14.48 | 10,219 | 23.82 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 3,590 | 246 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 2 | 0 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 3,810 | 4.01 | 261 | 12.50 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 94 | 46.88 | 6 | 50.00 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 24,870 | 1,706 | ||||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 96,836 | 11.12 | 6,644 | 20.19 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 9,698 | 665 | ||||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 3,047 | 209 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 121,886 | 3.78 | 8,363 | 12.26 |
