HolderBook

GOLDMAN SACHS ETF TR (GEM)

Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.

197
Reporting holders
$1.6B
Reported value
0.0%
Held as options
+21
Holder change

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
WELLS FARGO & COMPANY/MN$226.6M4,358,5690.04%31q-46.1%-$194.2M
SigFig Wealth Management, LLC$172.5M3,357,3164.57%31qHELD
GOLDMAN SACHS GROUP INC$169.2M3,253,1880.01%31q+6.7%+$10.7M
ENVESTNET ASSET MANAGEMENT INC$162.6M3,127,5320.04%31q+108.5%+$84.6M
LPL Financial LLC$114.0M2,192,2210.03%31q+6.5%+$7.0M
Arvest Bank Trust Division$57.6M1,106,8182.80%17q-2.4%-$1.4M
STATE OF WISCONSIN INVESTMENT BOARD$56.8M1,091,8630.11%6qHELD
MORGAN STANLEY$48.7M936,8430.00%35q+15.8%+$6.6M
HB Wealth Management, LLC$47.4M910,9140.27%6q-3.1%-$1.5M
JANE STREET GROUP, LLC$39.0M750,0000.00%newNEW
BANK OF AMERICA CORP /DE/$36.8M708,5840.00%31q+5.2%+$1.8M
UNITED CAPITAL FINANCIAL ADVISORS, LLC$33.4M642,8770.18%3q+16.2%+$4.7M
PRINCIPAL SECURITIES, INC.$31.0M596,5720.37%11q+71.8%+$13.0M
ROYAL BANK OF CANADA$24.8M476,3060.00%31q-2.0%-$511.5K
Cetera Investment Advisers$24.3M466,4220.02%15q+31.3%+$5.8M
FIRST FOUNDATION ADVISORS$22.3M428,4000.80%31q+5.3%+$1.1M
RAYMOND JAMES FINANCIAL INC$22.3M428,0140.01%7qHELD
ARVEST INVESTMENTS, INC.$21.8M419,4852.64%11q+0.8%+$169.5K
Envestnet Portfolio Solutions, Inc.$20.5M394,4330.10%12q+82.4%+$9.3M
UBS Group AG$15.4M296,2070.00%31q-3.0%-$480.0K
COMMONWEALTH EQUITY SERVICES, LLC$13.7M263,6520.02%31q-3.0%-$424.5K
AMERICAN NATIONAL BANK & TRUST$13.5M259,9951.16%31q+21.3%+$2.4M
Sanctuary Advisors, LLC$12.0M230,9910.06%9q+1.7%+$196.0K
Apella Capital, LLC$12.0M238,7660.17%20q-3.1%-$380.6K
Vestmark Advisory Solutions, Inc.$11.2M214,7400.10%4q+2.9%+$313.4K
ELEVATION POINT WEALTH PARTNERS, LLC$11.2M214,6610.21%4qHELD
SPINNAKER TRUST$9.7M187,1660.47%25q-3.2%-$326.2K
CoreCap Advisors, LLC$8.1M155,7250.24%8q+5.0%+$385.1K
MARSHALL WACE, LLP$7.7M147,8170.01%6q-10.2%-$873.5K
CENTRAL TRUST Co$7.5M144,9520.14%21q+2.1%+$157.4K
Destiny Wealth Partners, LLC$7.5M152,3721.05%23q-3.9%-$305.1K
AlphaCore Capital LLC$5.2M100,3000.10%6qHELD
Gladstone Institutional Advisory LLC$4.6M88,3160.15%20qHELD
Keebeck Wealth Management$4.5M86,7810.44%5qHELD
Asset Advisors Investment Management, LLC$4.0M77,8290.37%newNEW
SUSQUEHANNA INTERNATIONAL GROUP, LLP$3.8M73,3670.00%newNEW
OLD MISSION CAPITAL LLC$3.7M71,6290.06%2q-45.5%-$3.1M
GFG Capital, LLC$3.7M70,5701.01%27q-50.4%-$3.7M
1900 WEALTH MANAGEMENT LLC$3.5M66,8330.19%23q-2.3%-$80.7K
Clay Northam Wealth Management, LLC$3.4M64,5171.65%19q+3.2%+$104.0K
NewEdge Advisors, LLC$2.8M54,3300.01%newNEW
Baird Financial Group, Inc.$2.6M50,3920.00%31q+2.1%+$54.0K
PKS Advisory Services, LLC$2.6M50,1320.42%newNEW
OSAIC HOLDINGS, INC.$2.5M48,1560.00%26q+14.3%+$312.4K
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$2.4M46,8580.00%21q+661.1%+$2.1M
ATWOOD & PALMER INC$2.3M43,6930.12%25q-2.8%-$64.9K
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2.0M38,7360.00%20q+7.6%+$139.0K
JPMORGAN CHASE & CO$2.0M38,0180.00%8q+3.9%+$73.4K
Integrated Wealth Concepts LLC$1.8M34,6300.01%14q+10.1%+$164.8K
&PARTNERS$1.7M33,5820.01%9q+1.1%+$19.2K
Prostatis Group LLC$1.6M29,9220.36%7q-3.0%-$48.8K
LifePlan Investment Advisors, Inc.$1.4M27,5670.49%7q-5.1%-$76.4K
Bank of New York Mellon Corp$1.4M27,5020.00%24q-2.0%-$28.6K
TRUE Private Wealth Advisors$1.4M27,2120.12%2q+4.5%+$61.6K
Cerity Partners LLC$1.4M25,9980.00%2q+59.2%+$502.7K
Mengis Capital Management, Inc.$1.3M25,1140.20%5q+15.9%+$179.3K
Elmwood Wealth Management, Inc.$1.3M25,0500.33%15qHELD
STIFEL FINANCIAL CORP$1.3M25,0130.00%4q-1.6%-$21.6K
Empirical Asset Management, LLC$1.2M23,8300.28%4q+4.2%+$50.1K
B. Riley Wealth Advisors, Inc.$1.1M21,9690.06%newNEW
Founders Financial Alliance, LLC$1.1M21,3090.15%2q+5377.9%+$1.1M
CITIGROUP INC$1.1M20,7060.00%31q-1.1%-$11.9K
Creative Planning$1.1M20,5800.00%4q+8.4%+$83.1K
Golden State Wealth Management, LLC$1.0M19,7660.09%7q-3.2%-$34.2K
World Investment Advisors$1.0M19,4850.02%2q+27.7%+$220.0K
Portfolio Resources Advisor Group, Inc.$997.5K19,1820.84%newNEW
EP Wealth Advisors, LLC$986.4K18,9700.00%13q-19.5%-$238.9K
Apollon Financial, LLC$970.6K18,6650.11%3q-0.8%-$8.1K
Arax Advisory Partners$938.0K18,0380.01%newNEW
Syntegra Private Wealth Group, LLC$919.8K17,6880.07%6q+6.4%+$55.0K
IAG Wealth Partners, LLC$883.7K16,9940.09%26qHELD
Vise Technologies, Inc.$877.6K16,8760.01%3q+34.0%+$222.9K
INTEGRATED WEALTHCARE, LLC$828.5K15,9330.62%3qHELD
Rockefeller Capital Management L.P.$821.4K15,7950.00%4q-13.2%-$124.5K
Private Advisor Group, LLC$790.3K15,1980.00%newNEW
Glenview Trust Co$778.0K16,4060.01%31q+92.2%+$373.2K
SageView Advisory Group, LLC$767.4K14,7580.03%9qHELD
Worth Financial Advisory Group, LLC$749.9K14,4220.31%14q+3417.6%+$728.6K
MML INVESTORS SERVICES, LLC$735.9K14,1510.00%3q+113.2%+$390.7K
WHITTIER TRUST CO OF NEVADA INC$731.3K14,5680.01%31q-5.5%-$42.3K
Kelman-Lazarov, Inc.$634.4K12,2000.08%31qHELD
Strategies Wealth Advisors, LLC$623.9K11,9970.06%18qHELD
Farther Finance Advisors, LLC$591.4K11,3720.00%3q+16.8%+$85.0K
WHITTIER TRUST CO$571.4K11,0870.01%31qHELD
MORRIS FINANCIAL CONCEPTS, INC.$567.0K10,9030.17%16q-4.3%-$25.2K
AQR CAPITAL MANAGEMENT LLC$566.2K10,8880.00%newNEW
JONES FINANCIAL COMPANIES LLLP$555.9K10,8320.00%9q+22.5%+$101.9K
Orion Porfolio Solutions, LLC$548.7K10,5520.00%8q-2.4%-$13.8K
Beacon Financial Advisory LLC$537.5K10,3370.11%3q+3.1%+$16.3K
Haverford Trust Co$520.5K10,0090.00%23qHELD
BROWN ADVISORY INC$472.0K9,0770.00%newNEW
Sigma Planning Corp$470.9K9,0560.01%2q+27.3%+$101.0K
Hexagon Capital Partners LLC$469.3K9,0240.07%2qHELD
Clearwater Capital Advisors, LLC$467.5K8,9910.03%31q-1.2%-$5.7K
Maia Wealth LLC$443.7K8,5320.07%10q-9.1%-$44.5K
ALTFEST L J & CO INC$428.9K8,2480.04%19q-18.2%-$95.7K
Western Wealth Management, LLC$416.2K8,0030.01%3q+2.5%+$10.2K
Wealthspire Advisors, LLC$415.7K7,9940.00%11qHELD
Wedmont Private Capital$415.3K8,1360.01%6qHELD
FMR LLC$411.5K7,9130.00%22q+52.6%+$141.8K

Showing the largest 100 of 202 reported holders.

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 2026197$1.6B30,305,3443355550.0%
Q1 2026176$1.3B30,691,5692659420.0%
Q4 2025164$1.0B24,648,9642140480.0%
Q3 2025145$966.0M23,733,7551939440.0%
Q2 2025138$882.7M23,734,3111243500.0%
Q1 2025142$767.5M23,154,8531740560.0%
Q4 2024138$725.5M22,699,5231437480.0%
Q3 2024133$845.6M24,014,7191530490.0%
Q2 2024131$826.7M25,260,0221733490.0%
Q1 2024123$834.7M26,619,405534580.0%
Q4 2023129$851.4M27,746,475837530.0%
Q3 2023132$785.4M27,347,1361430560.0%
Q2 2023127$834.8M27,700,6241137490.0%
Q1 2023117$782.9M26,313,3761340460.0%
Q4 2022110$724.1M25,387,214837450.0%
Q3 2022152$774.4M29,785,5261152600.0%
Q2 2022150$919.8M30,937,023845680.0%
Q1 2022154$1.1B31,854,3431358530.0%
Q4 2021156$1.1B30,975,9801062380.0%
Q3 2021148$1.1B30,508,9591560420.0%
Q2 2021142$1.2B30,114,7531357320.0%
Q1 2021141$1.2B29,355,7221857300.0%
Q4 2020126$1.7B44,150,5041448300.0%
Q3 2020118$1.3B40,881,4671045410.0%
Q2 2020109$1.3B42,297,0052030410.0%
Q1 2020115$1.2B46,319,0612238390.0%
Q4 2019117$1.5B44,971,6971039340.0%
Q3 2019102$1.4B44,449,7101544220.0%
Q2 201998$1.4B42,990,5221341310.0%
Q1 201997$1.4B43,140,5941245190.0%
Q4 201892$1.2B41,297,0080200.0%