GOLDMAN SACHS ETF TR (GMUB)
Institutional ownership reported to the SEC as of Q2 2026, across 8 quarters.
61
Reporting holders
$245.3M
Reported value
0.0%
Held as options
+10
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
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Composition Wealth, LLC | $43.9M | 854,388 | 0.52% | 2q | +19.1%+$7.0M |
| Heartwood Wealth Advisors LLC | $25.6M | 497,558 | 1.99% | 2q | +12.5%+$2.8M |
| STIFEL FINANCIAL CORP | $18.6M | 362,252 | 0.02% | 4q | +8.5%+$1.5M |
| GoalVest Advisory LLC | $17.9M | 348,570 | 3.33% | 4q | +13.4%+$2.1M |
| ENVESTNET ASSET MANAGEMENT INC | $14.8M | 288,016 | 0.00% | 2q | +8.8%+$1.2M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $14.5M | 282,139 | 0.08% | 3q | +6.6%+$903.8K |
| Asio Capital, LLC | $11.3M | 220,569 | 1.45% | 3q | +24.1%+$2.2M |
| JPMORGAN CHASE & CO | $9.0M | 174,326 | 0.00% | 4q | +103.7%+$4.6M |
| Private Advisor Group, LLC | $8.8M | 171,806 | 0.04% | new | NEW |
| Capital Advisors Wealth Management, LLC | $8.2M | 159,690 | 0.96% | 4q | +30.1%+$1.9M |
| Pinion Investment Advisors, LLC | $8.1M | 157,167 | 1.53% | 4q | +10.5%+$768.2K |
| Retirement Planning Group, LLC | $7.5M | 145,529 | 0.19% | 6q | +19.1%+$1.2M |
| GENTRY PRIVATE WEALTH, LLC | $5.7M | 111,366 | 2.95% | 4q | +7.0%+$376.1K |
| GOLDMAN SACHS GROUP INC | $5.1M | 98,419 | 0.00% | 8q | +8.8%+$408.3K |
| Berger Financial Group, Inc | $3.8M | 74,142 | 0.19% | 4q | +9.0%+$313.8K |
| Sowell Financial Services LLC | $3.7M | 71,742 | 0.12% | 5q | +1.8%+$66.9K |
| Farther Finance Advisors, LLC | $3.6M | 69,085 | 0.03% | 3q | +4.4%+$149.4K |
| FIRST AMERICAN TRUST, FSB | $3.5M | 67,742 | 0.21% | 4q | +110.3%+$1.8M |
| LPL Financial LLC | $3.3M | 64,226 | 0.00% | 3q | +112.4%+$1.7M |
| Integrated Wealth Concepts LLC | $2.6M | 50,300 | 0.01% | new | NEW |
| Fourth Dimension Wealth, LLC | $2.4M | 45,776 | 0.74% | new | NEW |
| GGM Financial LLC | $2.3M | 44,732 | 0.87% | 3q | +181.5%+$1.5M |
| Syntegra Private Wealth Group, LLC | $1.4M | 27,121 | 0.11% | new | NEW |
| WealthPlan Investment Management, LLC | $1.4M | 26,848 | 0.07% | 4q | +85.8%+$637.7K |
| Summit Financial, LLC | $1.3M | 26,101 | 0.01% | new | NEW |
| Thompson David Blair | $1.2M | 22,939 | 0.59% | 3q | -24.0%-$372.6K |
| &PARTNERS | $1.2M | 22,799 | 0.00% | 5q | HELD |
| JANE STREET GROUP, LLC | $1.1M | 20,504 | 0.00% | 8q | -75.0%-$3.2M |
| Perigon Wealth Management, LLC | $1.0M | 19,949 | 0.02% | 2q | +8.4%+$79.2K |
| COLTON GROOME FINANCIAL ADVISORS, LLC | $912.0K | 17,730 | 0.22% | 3q | +50.2%+$304.8K |
| Landmark Wealth Management, LLC | $893.0K | 17,361 | 0.21% | 5q | +21.8%+$159.9K |
| Johnson Bixby & Associates, LLC | $880.4K | 17,116 | 0.10% | 2q | +2.7%+$23.1K |
| Equitable Holdings, Inc. | $866.1K | 16,838 | 0.01% | 3q | +19.5%+$141.5K |
| CITADEL ADVISORS LLC | $650.6K | 12,648 | 0.00% | new | NEW |
| Sanctuary Advisors, LLC | $640.1K | 12,443 | 0.00% | 3q | +11.1%+$63.7K |
| Miller Capital Partners, Inc. | $611.1K | 11,880 | 0.24% | 3q | +5.4%+$31.4K |
| World Investment Advisors | $595.5K | 11,688 | 0.01% | 3q | HELD |
| Weaver Consulting Group | $558.1K | 10,850 | 0.11% | 3q | +3.3%+$18.0K |
| FIFTH THIRD BANCORP | $527.1K | 10,246 | 0.00% | 2q | HELD |
| ROYAL BANK OF CANADA | $510.0K | 9,912 | 0.00% | new | NEW |
| Providence Financial Advisors, LLC | $494.6K | 9,616 | 0.28% | new | NEW |
| WNY Asset Management, LLC | $480.9K | 9,348 | 0.04% | 2q | +38.9%+$134.6K |
| MATAURO, LLC | $411.3K | 7,995 | 0.05% | new | NEW |
| AE Wealth Management LLC | $381.5K | 7,416 | 0.00% | 3q | -4.6%-$18.4K |
| MGO ONE SEVEN LLC | $379.0K | 7,368 | 0.01% | 2q | +35.1%+$98.5K |
| Breakwater Capital Group | $332.1K | 6,457 | 0.04% | new | NEW |
| CASCADE INVESTMENT GROUP, INC. | $329.9K | 6,413 | 0.19% | new | NEW |
| WealthPLAN Partners, LLC | $323.5K | 6,288 | 0.06% | new | NEW |
| Gateway Wealth Partners, LLC | $303.2K | 5,895 | 0.02% | 2q | +49.6%+$100.6K |
| Atria Investments, Inc | $283.5K | 5,511 | 0.00% | new | NEW |
| Magnus Financial Group LLC | $236.0K | 4,587 | 0.02% | 3q | HELD |
| LAUREL OAK WEALTH MANAGEMENT, LLC | $213.8K | 4,157 | 0.03% | new | NEW |
| Ducere Wealth Management LLC | $207.4K | 4,032 | 0.06% | 3q | +0.5%+$1.1K |
| Platform Technology Partners | $205.8K | 4,000 | 0.03% | new | NEW |
| IFP Advisors, Inc | $150.1K | 2,917 | 0.00% | 2q | +7.2%+$10.1K |
| OSAIC HOLDINGS, INC. | $53.8K | 1,046 | 0.00% | new | NEW |
| Betterment LLC | $51.7K | 1,004,401 | 0.09% | 5q | +7.1%+$3.4K |
| Elequin Capital, LP | $37.0K | 719 | 0.00% | new | NEW |
| Rockefeller Capital Management L.P. | $10.5K | 204 | 0.00% | 3q | +423.1%+$8.5K |
| MASECO LLP | $2.2K | 43 | 0.00% | 4q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $669 | 13 | 0.00% | new | NEW |
| HFM Investment Advisors, LLC | $42 | 1 | 0.00% | 3q | HELD |
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.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 61 | $245.3M | 4,768,539 | 18 | 34 | 3 | 0.0% |
| Q1 2026 | 51 | $207.5M | 4,072,777 | 16 | 24 | 5 | 0.0% |
| Q4 2025 | 38 | $87.0M | 1,699,558 | 19 | 11 | 5 | 0.0% |
| Q3 2025 | 20 | $57.4M | 1,126,892 | 14 | 3 | 3 | 0.0% |
| Q2 2025 | 5 | $12.6M | 252,703 | 2 | 2 | 1 | 0.0% |
| Q1 2025 | 4 | $7.5M | 150,254 | 2 | 1 | 1 | 0.0% |
| Q4 2024 | 3 | $5.5M | 149,181 | 0 | 3 | 0 | 0.0% |
| Q3 2024 | 4 | $4.9M | 119,585 | 4 | 0 | 0 | 0.0% |