Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Goldman Sachs Treasuryaccess 0 1 Year Etf (GBIL)  
$99.77 0.01 (0.01%) as of 4:30 Tue 5/7


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 291    15
Total shares held : 
42,829,995  
% of shares held : 
47.59%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -34  
Amount of shares held : 
-5,690,552  
% of shares held change : 
  -6.32%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$99.73  
Last Quarter's Ending Price : 
$99.74  
Last Quarter's Average Price
$99.94  
Change from last quarter's     
avg. price to the last closing  : 
0.17 (0.17%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
22
 443,663
 1.04%
 
Increased Positions :
107
 4,667,779
 10.9%
 
Unchanged Positions :
36
 231,742
 0.54%
 
Decreased Positions :
126
-6,499,897
-15.18%
 
Closed Positions :
37
-4,302,097
-10.04%
 
Guru Positions :
1
2,926
 0.01%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results



            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   BANK OF AMERICA CORP /DE/ 432 - 2023-12-31 3,112,218 $310,413,000 -561,798
   WELLS FARGO & CO/MN 248 - 2023-12-31 2,394,918 $238,869,000 -472,205
   Miracle Mile Advisors LLC 1 - 2024-03-31 2,320,183 $234,083,000 -176,539
   GOLDMAN SACHS GROUP INC/ 647 - 2023-12-31 1,075,902 $107,300,000 -1,141,029
   LPL FINANCIAL CORP 288 - 2023-12-31 988,474 $98,590,000 -16,441
   Wealthfront Advisers LLC 29 - 2024-03-31 927,811 $93,607,000 -211,955
   ROYAL BANK OF CANADA 519 - 2023-12-31 874,013 $87,174,000 -129,150
   ENVESTNET ASSET MANAGEMENT INC 453 - 2023-12-31 851,398 $84,918,000 -80,012
   CI Private Wealth LLC 158 - 2023-12-31 777,941 $77,592,000 -16,124
   ST. JAMES INVESTMENT COMPANY, LLC 3 - 2024-03-31 492,282 $49,666,000 -55,824
   ROCK CREEK GROUP, LP 6 - 2023-12-31 389,020 $38,810,000 -263,990
   AMERIPRISE FINANCIAL INC 931 - 2023-12-31 360,253 $35,895,000 -123,909
   Robertson Stephens Wealth Management LLC 8 - 2023-12-31 345,752 $34,654,000 -43,935
   Sowell Financial Services LLC - 2024-03-31 174,817 $17,637,000 -51,930
   CX Institutional 31 - 2024-03-31 163,456 $16,479,000 -114,143
   Steward Partners Investment Advisory LLC 96 - 2023-12-31 159,169 $15,876,000 -7,046
   BURNEY CO/ 30 - 2023-12-31 158,530 $15,812,000 -91,581
   LEVEL FOUR ADVISORY SERVICES LLC 14 - 2023-12-31 146,068 $14,569,000 -9,179
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 334 - 2023-12-31 138,215 $13,786,000 -338,714
   Castle Rock Wealth Management LLC 3 - 2023-12-31 129,817 $12,960,000 -22,305
   Eldridge Investment Advisors Inc. 6 - 2023-12-31 119,786 $11,947,000 -23,978
   SHEETS SMITH & ASSOCIATES INC 12 - 2023-09-30 116,198 $11,633,000 -81,022
   BAKER ELLIS ASSET MANAGEMENT LLC 12 - 2024-03-31 114,486 $11,550,000 -4,012
   Aveo Capital Partners LLC 17 - 2023-12-31 111,596 $11,131,000 -3,364
   Advisor Group Holdings Inc. 835 - 2023-12-31 94,851 $9,462,000 -75,552
   US BANCORP 444 - 2023-12-31 90,350 $9,012,000 -16,164
   ATRIA INVESTMENTS LLC 196 - 2023-12-31 81,359 $8,115,000 -29,453
   HOHIMER WEALTH MANAGEMENT LLC 6 - 2023-12-31 70,338 $7,016,000 -65,541
   One Capital Management LLC 88 - 2023-12-31 69,587 $6,941,000 -1,596
   FINANCIAL NETWORK 462 - 2023-12-31 65,493 $6,532,000 -9,342
   NATIONAL ASSET MANAGEMENT, INC. 136 - 2023-12-31 61,798 $6,193,000 -2,253
   Beverly Hills Private Wealth LLC 6 - 2023-12-31 60,875 $6,072,000 -7,550
   Envestnet Portfolio Solutions Inc. 287 - 2023-12-31 59,961 $5,980,000 -1,156
   Retireful LLC 4 - 2024-03-31 55,415 $5,591,000 -5,909
   Kestra Advisory Services LLC 427 - 2023-12-31 53,330 $5,319,000 -7,313
   RWM Asset Management LLC 41 - 2024-03-31 51,541 $5,200,000 -5,338
   Winch Advisory Services LLC 15 - 2023-12-31 48,589 $4,846,000 -5,572
   Financial Advocates Investment Management - 2024-03-31 42,697 $4,308,000 -19,254
   Allen Capital Group LLC 40 - 2024-03-31 41,811 $4,218,000 -10,516
   Atria Wealth Solutions Inc. 362 - 2023-12-31 41,183 $4,125,000 -939
   Perigon Wealth Management LLC - 2024-03-31 37,833 $3,817,000 -1,844
   WINDHAM CAPITAL MANAGEMENT, LLC 19 - 2023-12-31 37,271 $3,717,000 -195
   PRUDENTIAL FINANCIAL INC 1094 - 2023-12-31 36,992 $3,690,000 -575
   SILVERHAWK ASSET MANAGEMENT LLC 13 - 2023-06-30 36,550 $3,658,000 -1,081
   PFG FINANCIAL ADVISORS 44 - 2024-03-31 35,233 $3,555,000 -318
   BB&T CORP 1020 - 2023-12-31 32,173 $3,209,000 -4,854
   Carr Financial Group Corp 19 - 2024-03-31 31,364 $3,164,000 -10,764
   Jacobi Capital Management LLC 54 - 2023-12-31 31,376 $3,129,000 -17,439
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1016 - 2024-03-31 30,388 $3,066,000 -66,186
   GYL Financial Synergies LLC 95 - 2023-12-31 29,592 $2,952,000 -1,615
   Triumph Capital Management 17 - 2024-03-31 28,492 $2,853,000 -11,152
   Baird Financial Group Inc. 834 - 2023-12-31 28,216 $2,814,000 -1,870
   VALMARK ADVISERS INC 128 - 2023-12-31 27,074 $2,700,000 -298
   Delta Investment Management LLC 26 - 2023-12-31 26,565 $2,650,000 -119,197
   Beacon Pointe Advisors LLC 415 - 2023-12-31 26,507 $2,644,000 -1,929
   Waterloo Capital L.P. 61 - 2023-12-31 24,547 $2,448,000 -22,992
   FSC Wealth Advisors LLC 17 - 2024-03-31 23,896 $2,411,000 -76,423
   BEACON FINANCIAL GROUP 91 - 2023-12-31 23,636 $2,357,000 -2,116
   Keebeck Wealth Management LLC 75 - 2023-12-31 21,585 $2,163,000 -476
   IFP Advisors Inc 231 - 2023-12-31 20,187 $2,013,000 -21,077
   Pflug Koory LLC 21 - 2024-03-31 19,893 $2,007,000 -102
   CoreCap Advisors LLC 158 - 2023-12-31 20,034 $1,998,000 -2,952
   Bridgewealth Advisory Group LLC 27 - 2024-03-31 18,825 $1,899,000 -6,988
   Brookstone Capital Management 358 - 2024-03-31 18,535 $1,870,000 -457
   OPPENHEIMER & CO INC 529 - 2023-12-31 17,832 $1,779,000 -1,808
   Astor Investment Management LLC 21 - 2024-03-31 17,133 $1,729,000 -385
   Kelman-Lazarov Inc. 37 - 2023-12-31 17,030 $1,699,000 -13,641
   Gerber Kawasaki Wealth & Investment Management 108 - 2023-12-31 16,833 $1,679,000 -60,571
   Stratos Wealth Partners LTD. 520 - 2024-03-31 14,458 $1,459,000 -87,666
   Cairn Investment Group Inc. 37 - 2024-03-31 13,850 $1,397,000 -250
   BALDWIN BROTHERS INC/MA 96 - 2024-03-31 13,595 $1,372,000 -2,680
   Coyle Financial Counsel Inc. 36 - 2023-12-31 13,556 $1,352,000 -3,183
   HPM Partners LLC - 2023-12-31 13,365 $1,333,000 -357
   Single Point Partners LLC 32 - 2024-03-31 13,174 $1,329,000 -1,392
   Spire Wealth Management 326 - 2024-03-31 12,511 $1,262,000 -35
   Leo H. Evart Inc. 18 - 2023-09-30 11,473 $1,149,000 -418
   Values First Advisors Inc. 51 - 2024-03-31 10,621 $1,072,000 -4,219
   Inscription Capital LLC 54 - 2024-03-31 10,727 $1,071,000 -532
   MULTIFINANCIAL SECURITIES CORP 755 - 2023-12-31 10,385 $1,036,000 -6,483
   Capital Advisors Ltd. LLC 97 - 2024-03-31 10,254 $1,035,000 -6,738
   SkyView Investment Advisors LLC 71 - 2023-12-31 10,000 $997,000 -9,802
   Sightline Wealth Advisors LLC 33 - 2024-03-31 8,433 $851,000 -286
   GPS Wealth Strategies Group LLC - 2024-03-31 8,373 $845,000 -58,181
   Global Retirement Partners LLC 396 - 2024-03-31 8,215 $829,000 -2,988
   Laurel Wealth Advisors Inc. 257 - 2022-12-31 8,207 $818,000 -29,031
   Strategic Blueprint LLC 279 - 2024-03-31 8,017 $809,000 -939
   Windsor Group LTD 72 - 2023-09-30 7,860 $787,000 -205
   Lido Advisors LLC 631 - 2023-12-31 7,674 $769,000 -4,021
   AXXCESS WEALTH MANAGEMENT LLC 409 - 2023-12-31 7,656 $764,000 -19,101
   Colonial River Wealth Management LLC - 2023-12-31 6,964 $695,000 -13,509
   Private Advisory Group LLC 125 - 2023-12-31 6,884 $687,000 -2,953
   Kraft Davis & Associates LLC 61 - 2023-12-31 6,616 $662,000 -337
   RETIREMENT CAPITAL STRATEGIES 47 - 2023-12-31 6,342 $633,000 -102,954
   Fermata Advisors LLC 101 - 2024-03-31 5,936 $599,000 -875
   COLONY GROUP LLC 522 - 2023-09-30 5,954 $596,000 -98,687
   Keystone Wealth Services LLC 119 - 2024-03-31 5,579 $563,000 -244
   Elevated Capital Advisors LLC 129 - 2024-03-31 5,503 $555,000 -1,531
   BSC PRIVATE WEALTH MANAGEMENT LLC 89 - 2023-12-31 5,461 $545,000 -381,084
   CAPTRUST FINANCIAL ADVISORS 1684 - 2023-12-31 5,397 $538,000 -6,118
   Geneos Wealth Management Inc. - 2024-03-31 5,300 $535,000 -6,830

  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results