HolderBook

GOLDMAN SACHS ETF TR (GPIX)

Institutional ownership reported to the SEC as of Q3 2026, across 12 quarters.

19
Reporting holders
$31.8M
Reported value
0.0%
Calls
0.0%
Puts
-341
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
Prota Financial, LLC$5.9M105,4713.74%3q+1.2%+$70.2K
Whalen Wealth Management Inc.$5.2M93,5032.23%6q-1.4%-$74.5K
American National Bank of Texas$4.0M71,5953.65%4q+10.2%+$369.1K
Castle Rock Wealth Management, LLC$3.9M68,3100.73%9q+4.9%+$180.6K
FINANCIAL MANAGEMENT NETWORK INC$2.3M40,6780.33%10q+6.8%+$144.2K
Farther Finance Advisors, LLC$2.2M39,8250.02%5q+95.1%+$1.1M
Avidian Wealth Enterprises, LLC$1.8M31,5210.05%5q+100.2%+$881.0K
Tactive Advisors, LLC$1.4M25,9220.35%newNEW
Meadowbrook Wealth Management, LLC$1.3M24,0051.40%5q+5.1%+$65.2K
Nautilus Advisors LLC$1.2M22,3530.75%8q+4.2%+$50.1K
Insight Wealth Strategies, LLC$1.2M21,7490.12%3q+65.3%+$479.6K
COLLECTIVE FAMILY OFFICE LLC$518.3K9,2830.11%9q-5.4%-$29.9K
Monument Capital Management$440.6K7,8910.09%2q-19.8%-$108.7K
Wealth Enhancement Trust Services, Inc.$199.1K3,5660.02%2q+127.7%+$111.7K
Miller Global Investments, LLC$111.7K2,0000.09%newNEW
GILPIN WEALTH MANAGEMENT, LLC$43.5K7790.03%4qHELD
CoreCap Advisors, LLC$43.1K7720.00%5q+7.4%+$3.0K
Planning Strategies Inc.$13.3K2390.01%2qHELD
Noble Wealth Management PBC$4.5K800.00%4qHELD

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
Q3 202619$31.8M569,54221130.0%
Q2 2026360$2.7B48,617,41061193500.4%
Q1 2026319$1.9B37,296,74855169500.2%
Q4 2025283$1.5B29,031,89189131320.1%
Q3 2025202$1.1B20,427,6196995190.1%
Q2 2025143$677.1M13,591,4245061240.0%
Q1 2025104$360.8M7,769,4502855120.0%
Q4 202477$242.9M4,895,264213380.0%
Q3 202452$142.0M2,893,227123160.0%
Q2 202443$107.4M2,265,424172020.0%
Q1 202428$47.7M1,014,78118500.0%
Q4 20239$10.9M248,3409000.0%