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Get Institutions for : 
Goldman Sachs Access Investment Grade Co Bond Etf (GIGB)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 66    5
Total shares held : 
9,379,630  
% of shares held : 
73.28%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  4  
Amount of shares held : 
790,543  
% of shares held change : 
  6.18%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
3
 80,858
 0.86%
 
Increased Positions :
29
 938,052
 10%
 
Unchanged Positions :
14
 1,085,351
 11.57%
 
Decreased Positions :
20
-136,525
-1.46%
 
Closed Positions :
8
-91,842
-0.98%
 
Guru Positions :
0
 0%
 
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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   GOLDMAN SACHS GROUP INC/ 487 - 2023-12-31 3,518,627 $162,912,000 364,980
   LPL FINANCIAL CORP 467 - 2024-03-31 1,383,676 $63,359,000 1,024,899
   Executive Wealth Management LLC - 2023-12-31 911,339 $42,204,000 -25,102
   ARVEST INVESTMENTS INC. 3 - 2024-03-31 687,992 $31,504,000 11,211
   Betterment LLC 59 - 2024-03-31 539,144 $24,687,000 67,594
   STEPHENS INC /AR/ 66 - 2023-12-31 481,083 $22,279,000 2,862
   CRITERION CAPITAL ADVISORS LLC 2 - 2024-03-31 343,597 $15,733,000 30,207
   MORGAN STANLEY 2911 - 2023-12-31 338,546 $15,678,000 2,350
   PRINCIPAL SECURITIES INC. 49 - 2024-03-31 267,912 $12,268,000 187,671
   RWM Asset Management LLC 16 - 2024-03-31 237,342 $10,868,000 12,618
   HANSON MCCLAIN, INC. 121 - 2024-03-31 203,864 $9,335,000 -7,706
   UBS Group AG 1504 - 2023-12-31 199,325 $9,231,000 169,654
   ENVESTNET ASSET MANAGEMENT INC 1514 - 2023-12-31 193,893 $8,979,000 -2,344
   Envestnet Portfolio Solutions Inc. 266 - 2024-03-31 186,055 $8,520,000 132,077
   HARVEST GROUP WEALTH MANAGEMENT LLC 10 - 2023-03-31 147,214 $6,738,000 2,711
   CHANNEL WEALTH LLC 5 - 2024-03-31 143,034 $6,550,000 33,618
   WHITE PINE INVESTMENT CO 24 - 2024-03-31 129,052 $5,909,000 7,232
   BSC PRIVATE WEALTH MANAGEMENT LLC 36 - 2024-03-31 111,379 $5,100,000 9,477
   JANE STREET GROUP LLC 1552 - 2023-12-31 99,138 $4,591,000 44,149
   BANK OF AMERICA CORP /DE/ 2983 - 2023-12-31 90,286 $4,181,000 -58,738
   We Are One Seven LLC 113 *New 2023-12-31 78,272 $3,625,000 78,272
   CITADEL ADVISORS LLC 1892 - 2023-12-31 72,396 $3,353,000 61,412
   FLAGSHIP HARBOR ADVISORS LLC 108 - 2024-03-31 72,090 $3,301,000 2,043
   WELLS FARGO & CO/MN 2232 - 2024-03-31 72,072 $3,300,000 -753
   HIGHTOWER ADVISORS, LLC 1277 - 2024-03-31 57,172 $2,618,000 7,621
   Ten Capital Wealth Advisors LLC 20 - 2023-06-30 54,383 $2,461,000 3,260
   Bristlecone Advisors LLC 98 - 2024-03-31 48,177 $2,206,000 -2,043
   J P MORGAN CHASE & CO 3071 - 2024-03-31 37,061 $1,697,000 -2,706
   Cetera Investment Advisers 880 - 2023-12-31 34,629 $1,604,000 -3,530
   REGAL INVESTMENT ADVISORS, LLC 200 - 2023-12-31 27,840 $1,289,000 105
   BANK OF NEW YORK MELLON CORP 3010 - 2024-03-31 27,763 $1,271,000 19,937
   FINANCIAL NETWORK 1292 - 2023-12-31 24,183 $1,120,000 -161
   DFPG INVESTMENTS INC. 236 - 2023-12-31 21,060 $968,000 13,860
   COMMONWEALTH EQUITY SERVICES LLC. 2274 - 2024-03-31 20,592 $943,000 5,487
   HAVERFORD TRUST CO 231 - 2024-03-31 19,879 $910,000 0
   RAYMOND JAMES & ASSOCIATES 2691 - 2024-03-31 18,219 $834,000 84
   Stokes Family Office LLC 130 - 2024-03-31 14,694 $673,000 -113,337
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2009 - 2024-03-31 14,657 $671,000 -520
   Atria Wealth Solutions Inc. 1077 - 2023-12-31 13,543 $629,000 4,579
   Private Advisor Group LLC 1446 - 2024-03-31 12,069 $553,000 6,004
   AMERIPRISE FINANCIAL INC 3352 - 2023-12-31 11,697 $542,000 4,892
   Advisor Group Holdings Inc. 3098 - 2024-03-31 8,739 $400,000 4,234
   Herold Advisors Inc. 199 - 2024-03-31 8,590 $393,000 908
   Streettalk Advisors LLC 312 - 2024-03-31 8,300 $380,000 1,955
   Kingsview Wealth Management LLC 736 - 2024-03-31 8,270 $379,000 8,270
   Legacy Advisors LLC 243 - 2024-03-31 7,251 $332,000 656
   Orion Portfolio Solutions LLC 1470 *New 2024-03-31 6,259 $287,000 6,259
   Integrated Advisors Network LLC 600 - 2024-03-31 6,104 $280,000 0
   KINGSWOOD WEALTH ADVISORS LLC 542 - 2024-03-31 5,107 $234,000 0
   Perigon Wealth Management LLC 756 *New 2024-03-31 5,018 $230,000 5,018
   Global Retirement Partners LLC 957 - 2024-03-31 2,835 $130,000 2,246
   Spire Wealth Management 938 - 2024-03-31 2,582 $118,000 0
   VIMA LLC 88 - 2023-12-31 1,451 $67,000 0
   ICA Group Wealth Management LLC 471 - 2023-12-31 1,313 $61,000 1,313
   Vermillion & White Wealth Management Group LLC 86 - 2023-12-31 1,187 $55,000 0
   Newbridge Financial Services Group Inc. 409 - 2024-03-31 995 $46,000 0
   PRIVATE TRUST CO NA 1331 *New 2024-03-31 563 $26,000 563
   ROYAL BANK OF CANADA 5589 - 2023-12-31 474 $21,000 200
   PNC FINANCIAL SERVICES GROUP INC 3609 - 2024-03-31 272 $12,000 0
   Hexagon Capital Partners LLC 850 - 2024-03-31 212 $10,000 0
   Mascoma Wealth Management LLC 310 - 2024-03-31 225 $10,000 0
   Stone House Investment Management LLC 169 - 2023-12-31 169 $8,000 2
   Goss Wealth Management LLC 3050 - 2023-12-31 128 $6,000 0
   COMERICA BANK 3289 - 2023-12-31 109 $5,000 -3,895
   Coppell Advisory Solutions LLC 1144 - 2023-12-31 86 $4,000 -44
   PROEQUITIES INC. 1982 - 2024-03-31 67 $3,000 -188
   Farther Finance Advisors LLC 2290 - 2023-12-31 67 $3,000 0
   FMR LLC 4453 - 2023-12-31 45 $2,000 43
   WETZEL INVESTMENT ADVISORS INC. 820 - 2024-03-31 54 $2,000 0
   Coastal Investment Advisors Inc. 784 - 2024-03-31 30 $1,000 30
   TRANSAMERICA FINANCIAL ADVISORS, INC. 452 - 2023-12-31 4 $1,000 0
   IFP Advisors Inc 2846 - 2023-12-31 9 $0 2
   SIMPLEX TRADING LLC 2390 *Closed 2024-03-31 0 $0 -50
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 3390 *Closed 2024-03-31 0 $0 -4,673
   TOWER RESEARCH CAPITAL LLC 5871 *Closed 2023-12-31 0 $0 -10
   Patriot Financial Group Insurance Agency LLC 497 *Closed 2024-03-31 0 $0 -5,567
   Impact Partnership Wealth LLC 939 *Closed 2023-12-31 0 $0 -122
   Coppell Advisory Solutions Corp. 1139 *Closed 2023-03-31 0 $0 -130
   Laidlaw Wealth Management LLC 260 *Closed 2023-12-31 0 $0 -12,063
   Columbia Trust Co 01012016 146 *Closed 2023-12-31 0 $0 -4,935
   Rockbridge Investment Management LCC 945 *New 2023-12-31 4 $0 4
   ACIMA PRIVATE WEALTH LLC 256 *Closed 2023-12-31 0 $0 -184,433

  82 Records found
  1    
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