Filing Research | GOLDMAN SACHS ETF TR Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

8 / 8 loaded

#		Instrument	quantity
1	Envestnet Portfolio Solutions, Inc.	Shares	120.6KSH	$5.9M
2	Sowell Financial Services LLC	Shares	73.6KSH	$3.6M
3	CoreCap Advisors, LLC	Shares	20.9KSH	$1.0M
4	CATALYST PRIVATE WEALTH, LLC	Shares	6.0KSH	$293.1K
5	Legacy Advisors, LLC	Shares	5.6KSH	$271.9K
6	SOA Wealth Advisors, LLC.	Shares	215SH	$10.5K
7	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	70SH	$3.4K
8	Oakworth Capital, Inc.	Shares	28SH	$1.3K

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

9 / 9 loaded

#		Instrument
1	Sowell Financial Services LLC added	Shares	+32.8K	+$1.6M	$3.6M
2	Envestnet Portfolio Solutions, Inc. added	Shares	+14.7K	+$660.7K	$5.9M
3	CoreCap Advisors, LLC added	Shares	+2.0K	+$86.4K	$1.0M
4	Legacy Advisors, LLC added	Shares	+248	+$9.3K	$271.9K
5	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC new	Shares	+70	+$3.4K	$3.4K
6	Oakworth Capital, Inc. new	Shares	+28	+$1.3K	$1.3K
7	SOA Wealth Advisors, LLC. trimmed	Shares	-19	-$1.0K	$10.5K
8	CATALYST PRIVATE WEALTH, LLC unchanged	Shares	0	-$3.1K	$293.1K
9	Aventura Private Wealth, LLC exited	Shares	-198	-$9.8K	$0

Filing Research | GOLDMAN SACHS ETF TR Institutional Holdings