Filing Research | GOLDMAN SACHS ETF TR Institutional Holdings

Snapshot holdings

50 / 109 loaded

#		Instrument	quantity
1	MISSION WEALTH MANAGEMENT, LP	Shares	2.2MSH	$121.4M
2	CAPITAL ADVISORS INC/OK	Shares	1.6MSH	$88.1M
3	Mason & Associates Inc	Shares	224.3KSH	$12.5M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	214.1KSH	$11.9M
5	Elmwood Wealth Management, Inc.	Shares	132.1KSH	$7.3M
6	Cedarwood Wealth LLC	Shares	110.4KSH	$6.1M
7	Boyce & Associates Wealth Consulting, Inc.	Shares	110.2KSH	$6.1M
8	Lifestyle Asset Management, Inc.	Shares	107.8KSH	$6.0M
9	Prota Financial, LLC	Shares	104.2KSH	$5.7M
10	DAVENPORT & Co LLC	Shares	94.6KSH	$5.3M
11	TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV	Shares	94.0KSH	$5.2M
12	Wealthcare Advisory Partners LLC	Shares	91.8KSH	$5.1M
13	J.W. COLE ADVISORS, INC.	Shares	88.3KSH	$4.9M
14	Strategic Blueprint, LLC	Shares	82.3KSH	$4.6M
15	CARY STREET PARTNERS FINANCIAL LLC	Shares	79.6KSH	$4.4M
16	Cannon Advisors, Inc.	Shares	76.6KSH	$4.2M
17	BENJAMIN EDWARDS INC	Shares	69.6KSH	$3.9M
18	Castle Rock Wealth Management, LLC	Shares	65.1KSH	$3.6M
19	AVALON CAPITAL MANAGEMENT	Shares	51.9KSH	$2.9M
20	Aurdan Capital Management, LLC	Shares	39.8KSH	$2.2M
21	Investment Planning Advisors, Inc.	Shares	36.1KSH	$2.0M
22	Meridian Financial Partners LLC	Shares	28.5KSH	$1.6M
23	Apollon Wealth Management, LLC	Shares	27.7KSH	$1.5M
24	WINNACLE WEALTH LLC	Shares	24.8KSH	$1.4M
25	Southern Financial Group, LLC	Shares	24.4KSH	$1.4M
26	Duncan Williams Asset Management, LLC	Shares	22.7KSH	$1.3M
27	Meadowbrook Wealth Management, LLC	Shares	22.8KSH	$1.3M
28	HOWARD FINANCIAL SERVICES, LTD.	Shares	21.9KSH	$1.2M
29	Nautilus Advisors LLC	Shares	21.5KSH	$1.2M
30	Farther Finance Advisors, LLC	Shares	20.4KSH	$1.1M
31	Herold Advisors, Inc.	Shares	20.0KSH	$1.1M
32	Bayshore Capital Advisors, LLC	Shares	20.0KSH	$1.1M
33	Cornerstone Wealth Management, LLC	Shares	19.7KSH	$1.1M
34	PENNEY FINANCIAL, LLC	Shares	19.7KSH	$1.1M
35	GKV Capital Management Co., Inc.	Shares	19.0KSH	$1.1M
36	JOHNSON INVESTMENT COUNSEL INC	Shares	18.9KSH	$1.1M
37	Dynamic Advisor Solutions LLC	Shares	17.6KSH	$980.1K
38	Envestnet Portfolio Solutions, Inc.	Shares	17.2KSH	$954.6K
39	Avidian Wealth Enterprises, LLC	Shares	15.7KSH	$874.8K
40	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	15.4KSH	$854.4K
41	Princeton Global Asset Management LLC	Shares	15.1KSH	$839.8K
42	Next Level Private LLC	Shares	14.5KSH	$805.0K
43	CASCADE INVESTMENT GROUP, INC.	Shares	13.6KSH	$754.2K
44	TrustBank	Shares	13.5KSH	$748.9K
45	Guided Capital Wealth Management, LLC	Shares	13.1KSH	$726.4K
46	LexAurum Advisors, LLC	Shares	13.1KSH	$725.9K
47	Insight Wealth Strategies, LLC	Shares	13.2KSH	$725.2K
48	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	Shares	12.1KSH	$673.7K
49	PFG Investments, LLC	Shares	12.1KSH	$671.0K
50	PMG Family Office LLC	Shares	11.6KSH	$647.3K

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

50 / 115 loaded

#		Instrument
1	MISSION WEALTH MANAGEMENT, LP added	Shares	+1.6M	+$91.4M	$121.4M
2	CAPITAL ADVISORS INC/OK new	Shares	+1.6M	+$88.1M	$88.1M
3	Lifestyle Asset Management, Inc. added	Shares	+63.8K	+$3.8M	$6.0M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+48.7K	+$3.6M	$11.9M
5	J.W. COLE ADVISORS, INC. added	Shares	+24.9K	+$1.7M	$4.9M
6	Cedarwood Wealth LLC added	Shares	+16.0K	+$1.4M	$6.1M
7	Meridian Financial Partners LLC added	Shares	+24.5K	+$1.4M	$1.6M
8	Mason & Associates Inc trimmed	Shares	-5.0K	+$1.3M	$12.5M
9	CARY STREET PARTNERS FINANCIAL LLC added	Shares	+16.4K	+$1.3M	$4.4M
10	Strategic Blueprint, LLC added	Shares	+14.9K	+$1.2M	$4.6M
11	TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV added	Shares	+12.1K	+$1.1M	$5.2M
12	Bayshore Capital Advisors, LLC new	Shares	+20.0K	+$1.1M	$1.1M
13	PENNEY FINANCIAL, LLC new	Shares	+19.7K	+$1.1M	$1.1M
14	Cannon Advisors, Inc. added	Shares	+13.3K	+$1.1M	$4.2M
15	Elmwood Wealth Management, Inc. added	Shares	+5.3K	+$996.0K	$7.3M
16	Wealthcare Advisory Partners LLC added	Shares	+5.2K	+$767.0K	$5.1M
17	Boyce & Associates Wealth Consulting, Inc. added	Shares	+2.1K	+$716.6K	$6.1M
18	DAVENPORT & Co LLC added	Shares	+2.8K	+$661.3K	$5.3M
19	Encompass More Asset Management new	Shares	+11.0K	+$613.8K	$613.8K
20	Prota Financial, LLC added	Shares	+1.3K	+$591.6K	$5.7M
21	Monument Capital Management new	Shares	+9.8K	+$546.7K	$546.7K
22	Mountain Capital Investment Advisors Inc. new	Shares	+8.9K	+$494.9K	$494.9K
23	BROWN WEALTH MANAGEMENT, LLC new	Shares	+8.7K	+$482.5K	$482.5K
24	Princeton Global Asset Management LLC added	Shares	+7.9K	+$479.6K	$839.8K
25	Nautilus Advisors LLC added	Shares	+7.0K	+$474.0K	$1.2M
26	Aurdan Capital Management, LLC added	Shares	+4.4K	+$438.7K	$2.2M
27	BENJAMIN EDWARDS INC added	Shares	+866	+$428.1K	$3.9M
28	INDEPENDENT FINANCIAL GROUP, LLC new	Shares	+7.4K	+$411.4K	$411.4K
29	Castle Rock Wealth Management, LLC added	Shares	+1.6K	+$403.4K	$3.6M
30	Cypress Wealth Services, LLC new	Shares	+6.2K	+$343.1K	$343.1K
31	Herold Advisors, Inc. added	Shares	+3.7K	+$294.7K	$1.1M
32	Benchmark Financial Wealth Advisors, LLC new	Shares	+5.3K	+$294.6K	$294.6K
33	WINNACLE WEALTH LLC added	Shares	+3.1K	+$294.6K	$1.4M
34	AVALON CAPITAL MANAGEMENT unchanged	Shares	0	+$287.1K	$2.9M
35	LAUREL OAK WEALTH MANAGEMENT, LLC new	Shares	+5.0K	+$280.1K	$280.1K
36	Duncan Williams Asset Management, LLC added	Shares	+3.0K	+$273.7K	$1.3M
37	SALEM INVESTMENT COUNSELORS INC added	Shares	+3.8K	+$250.5K	$604.3K
38	Insight Wealth Strategies, LLC added	Shares	+3.6K	+$247.0K	$725.2K
39	B. Riley Wealth Advisors, Inc. added	Shares	+3.6K	+$244.5K	$571.2K
40	Investment Planning Advisors, Inc. added	Shares	+596	+$229.5K	$2.0M
41	Cornerstone Wealth Management, LLC added	Shares	+2.1K	+$213.9K	$1.1M
42	PARSONS CAPITAL MANAGEMENT INC/RI added	Shares	+3.0K	+$209.8K	$579.4K
43	CARY STREET PARTNERS INVESTMENT ADVISORY LLC added	Shares	+3.6K	+$199.0K	$199.7K
44	Farther Finance Advisors, LLC added	Shares	+1.5K	+$188.4K	$1.1M
45	CASCADE INVESTMENT GROUP, INC. added	Shares	+1.8K	+$164.4K	$754.2K
46	Southern Financial Group, LLC added	Shares	+517	+$161.1K	$1.4M
47	Register Financial Advisors LLC added	Shares	+2.3K	+$152.6K	$389.8K
48	Dynamic Advisor Solutions LLC added	Shares	+947	+$144.9K	$980.1K
49	HOWARD FINANCIAL SERVICES, LTD. added	Shares	+69	+$124.5K	$1.2M
50	TrustBank added	Shares	+841	+$116.6K	$748.9K

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