Filing Research | GOLDMAN SACHS ETF TR Institutional Holdings

Snapshot holdings

47 / 47 loaded

#		Instrument	quantity
1	SigFig Wealth Management, LLC	Shares	3.4MSH	$172.5M
2	ARVEST INVESTMENTS, INC.	Shares	419.5KSH	$21.8M
3	Envestnet Portfolio Solutions, Inc.	Shares	394.4KSH	$20.5M
4	AMERICAN NATIONAL BANK & TRUST	Shares	260.0KSH	$13.5M
5	Apella Capital, LLC	Shares	238.8KSH	$12.0M
6	CoreCap Advisors, LLC	Shares	155.7KSH	$8.1M
7	Asset Advisors Investment Management, LLC	Shares	77.8KSH	$4.0M
8	GFG Capital, LLC	Shares	70.6KSH	$3.7M
9	ATWOOD & PALMER INC	Shares	43.7KSH	$2.3M
10	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	38.7KSH	$2.0M
11	TRUE Private Wealth Advisors	Shares	27.2KSH	$1.4M
12	Elmwood Wealth Management, Inc.	Shares	25.1KSH	$1.3M
13	B. Riley Wealth Advisors, Inc.	Shares	22.0KSH	$1.1M
14	Golden State Wealth Management, LLC	Shares	19.8KSH	$1.0M
15	Apollon Financial, LLC	Shares	18.7KSH	$970.6K
16	Syntegra Private Wealth Group, LLC	Shares	17.7KSH	$919.8K
17	INTEGRATED WEALTHCARE, LLC	Shares	15.9KSH	$828.5K
18	Farther Finance Advisors, LLC	Shares	11.4KSH	$591.4K
19	Wedmont Private Capital	Shares	8.1KSH	$415.3K
20	Annex Advisory Services, LLC	Shares	6.9KSH	$360.8K
21	FLAGSTAR SECURITIES, INC	Shares	6.6KSH	$343.3K
22	SteelPeak Wealth, LLC	Shares	6.3KSH	$330.1K
23	D.A. DAVIDSON & CO.	Shares	6.2KSH	$324.6K
24	Legacy Advisors, LLC	Shares	5.4KSH	$279.1K
25	Cambridge Advisors Inc.	Shares	4.7KSH	$244.4K
26	WORLD EQUITY GROUP, INC.	Shares	4.1KSH	$212.0K
27	Archford Capital Strategies, LLC	Shares	3.9KSH	$203.8K
28	ADAMSBROWN WEALTH CONSULTANTS LLC	Shares	3.9KSH	$203.6K
29	GGM Financial LLC	Shares	1.7KSH	$88.1K
30	Harbor Asset Planning, Inc.	Shares	993SH	$51.6K
31	LANARK FINANCIAL, INC.	Shares	804SH	$41.8K
32	SOA Wealth Advisors, LLC.	Shares	518SH	$26.9K
33	Princeton Global Asset Management LLC	Shares	453SH	$23.6K
34	EverSource Wealth Advisors, LLC	Shares	363SH	$18.9K
35	Aventura Private Wealth, LLC	Shares	300SH	$15.6K
36	LGT Financial Advisors LLC	Shares	207SH	$10.8K
37	Activest Wealth Management	Shares	92SH	$4.8K
38	Realta Investment Advisors	Shares	90SH	$4.7K
39	Cape Investment Advisory, Inc.	Shares	85SH	$4.4K
40	Key FInancial Inc	Shares	41SH	$2.1K
41	Spire Wealth Management	Shares	40SH	$2.1K
42	Oakworth Capital, Inc.	Shares	40SH	$2.0K
43	AdvisorNet Financial, Inc	Shares	37SH	$1.9K
44	Crews Bank & Trust	Shares	24SH	$1.2K
45	WEST PACES ADVISORS INC.	Shares	22SH	$1.1K
46	Networth Advisors, LLC	Shares	11SH	$572
47	Capital Advisors, Ltd. LLC	Shares	2.3KSH	$120

Manager changes2026-06-30 vs 2026-03-31

48 / 48 loaded

#		Instrument
1	SigFig Wealth Management, LLC added	Shares	+11.4K	+$28.0M	$172.5M
2	Envestnet Portfolio Solutions, Inc. added	Shares	+178.2K	+$11.2M	$20.5M
3	AMERICAN NATIONAL BANK & TRUST added	Shares	+45.7K	+$4.3M	$13.5M
4	Asset Advisors Investment Management, LLC new	Shares	+77.8K	+$4.0M	$4.0M
5	ARVEST INVESTMENTS, INC. added	Shares	+3.3K	+$3.8M	$21.8M
6	CoreCap Advisors, LLC added	Shares	+7.4K	+$1.7M	$8.1M
7	B. Riley Wealth Advisors, Inc. new	Shares	+22.0K	+$1.1M	$1.1M
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+2.7K	+$423.9K	$2.0M
9	ATWOOD & PALMER INC trimmed	Shares	-1.2K	+$330.6K	$2.3M
10	SteelPeak Wealth, LLC new	Shares	+6.3K	+$330.1K	$330.1K
11	TRUE Private Wealth Advisors added	Shares	+1.2K	+$290.6K	$1.4M
12	Elmwood Wealth Management, Inc. unchanged	Shares	0	+$220.4K	$1.3M
13	WORLD EQUITY GROUP, INC. new	Shares	+4.1K	+$212.0K	$212.0K
14	Archford Capital Strategies, LLC new	Shares	+3.9K	+$203.8K	$203.8K
15	ADAMSBROWN WEALTH CONSULTANTS LLC new	Shares	+3.9K	+$203.6K	$203.6K
16	Syntegra Private Wealth Group, LLC added	Shares	+1.1K	+$201.3K	$919.8K
17	Farther Finance Advisors, LLC added	Shares	+1.6K	+$166.6K	$591.4K
18	Apollon Financial, LLC trimmed	Shares	-156	+$157.5K	$970.6K
19	Golden State Wealth Management, LLC trimmed	Shares	-658	+$145.5K	$1.0M
20	INTEGRATED WEALTHCARE, LLC trimmed	Shares	-7	+$139.9K	$828.5K
21	Apella Capital, LLC trimmed	Shares	-7.6K	+$72.7K	$12.0M
22	D.A. DAVIDSON & CO. unchanged	Shares	0	+$54.9K	$324.6K
23	FLAGSTAR SECURITIES, INC trimmed	Shares	-74	+$54.9K	$343.3K
24	GGM Financial LLC added	Shares	+823	+$50.5K	$88.1K
25	Legacy Advisors, LLC trimmed	Shares	-112	+$42.4K	$279.1K
26	Cambridge Advisors Inc. unchanged	Shares	0	+$41.4K	$244.4K
27	Wedmont Private Capital unchanged	Shares	0	+$40.7K	$415.3K
28	Annex Advisory Services, LLC trimmed	Shares	-527	+$38.3K	$360.8K
29	Harbor Asset Planning, Inc. unchanged	Shares	0	+$8.7K	$51.6K
30	LANARK FINANCIAL, INC. trimmed	Shares	-42	+$5.3K	$41.8K
31	Cape Investment Advisory, Inc. new	Shares	+85	+$4.4K	$4.4K
32	SOA Wealth Advisors, LLC. trimmed	Shares	-22	+$3.6K	$26.9K
33	EverSource Wealth Advisors, LLC unchanged	Shares	0	+$3.2K	$18.9K
34	Princeton Global Asset Management LLC trimmed	Shares	-44	+$2.1K	$23.6K
35	Spire Wealth Management new	Shares	+40	+$2.1K	$2.1K
36	Oakworth Capital, Inc. new	Shares	+40	+$2.0K	$2.0K
37	LGT Financial Advisors LLC trimmed	Shares	-3	+$1.7K	$10.8K
38	Crews Bank & Trust new	Shares	+24	+$1.2K	$1.2K
39	WEST PACES ADVISORS INC. new	Shares	+22	+$1.1K	$1.1K
40	Aventura Private Wealth, LLC trimmed	Shares	-42	+$826	$15.6K
41	Activest Wealth Management unchanged	Shares	0	+$810	$4.8K
42	Realta Investment Advisors unchanged	Shares	0	+$788	$4.7K
43	Key FInancial Inc unchanged	Shares	0	+$361	$2.1K
44	AdvisorNet Financial, Inc unchanged	Shares	0	+$326	$1.9K
45	Networth Advisors, LLC unchanged	Shares	0	+$97	$572
46	Capital Advisors, Ltd. LLC unchanged	Shares	0	+$21	$120
47	Independence Bank of Kentucky exited	Shares	-750	-$32.4K	$0
48	GFG Capital, LLC trimmed	Shares	-71.6K	-$2.5M	$3.7M