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Get Institutions for : 
Goldman Sachs Just Us Large Cap Equity Etf (JUST)  
$73.14 0.89 (1.24%) as of 4:30 Fri 4/26


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 75    8
Total shares held : 
2,941,559  
% of shares held : 
90.51%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  21  
Amount of shares held : 
301,992  
% of shares held change : 
  9.29%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$60.84  
Last Quarter's Ending Price : 
$67.97  
Last Quarter's Average Price
$63.67  
Change from last quarter's     
avg. price to the last closing  : 
9.47 (14.87%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
8
 123,245
 4.19%
 
Increased Positions :
31
 244,883
 8.32%
 
Unchanged Positions :
18
 93,157
 3.17%
 
Decreased Positions :
18
-66,136
-2.25%
 
Closed Positions :
0
0
0%
 
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/ 980 - 2023-12-31 752,058 $51,125,000 -13,288
   BALLENTINE FINN & COMPANY INC 40 - 2024-03-31 192,249 $14,428,000 7,122
   MORGAN STANLEY 3040 - 2023-12-31 203,399 $13,825,000 5,509
   J P MORGAN CHASE & CO 1843 - 2023-12-31 192,625 $13,093,000 -1,089
   ENVESTNET ASSET MANAGEMENT INC 1355 - 2023-12-31 167,179 $11,363,000 161,521
   LEAVELL T & ASSOCIATES INC 52 - 2024-03-31 121,143 $9,092,000 2,023
   CITIGROUP INC 883 - 2023-12-31 130,751 $8,887,000 7,052
   WHITE PINE INVESTMENT CO 13 - 2024-03-31 101,420 $7,611,000 433
   ALBION FINANCIAL GROUP /UT 48 - 2024-03-31 79,252 $5,948,000 1,470
   CREATIVE PLANNING 523 - 2023-12-31 86,722 $5,894,000 226
   BANK OF AMERICA CORP /DE/ 2800 - 2023-12-31 84,023 $5,711,000 2,690
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 793 - 2024-03-31 61,025 $4,580,000 11,577
   HIGHTOWER ADVISORS, LLC 1009 - 2023-12-31 66,090 $4,490,000 70
   Envestnet Portfolio Solutions Inc. 355 *New 2023-12-31 65,190 $4,431,000 65,190
   Money Design Co.Ltd. 55 - 2024-03-31 58,228 $4,370,000 -12,386
   UBS Group AG 2333 - 2023-12-31 49,890 $3,391,000 -383
   WELLS FARGO & CO/MN 2266 - 2023-12-31 41,114 $2,794,000 10,932
   SAGE FINANCIAL GROUP INC 36 - 2023-12-31 36,249 $2,464,000 5,890
   Atria Wealth Solutions Inc. 537 *New 2023-12-31 36,037 $2,459,000 36,037
   GRADIENT INVESTMENTS LLC 163 - 2024-03-31 31,135 $2,337,000 594
   GELLER FAMILY OFFICE SERVICES LLC 35 - 2023-12-31 26,596 $1,815,000 91
   ROYAL BANK OF CANADA 2671 - 2023-12-31 24,928 $1,694,000 4,277
   Milestone Investment Advisors LLC 38 - 2023-12-31 23,301 $1,584,000 1,686
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 888 - 2023-12-31 19,055 $1,295,000 2,041
   PRINCIPAL SECURITIES INC. 348 - 2023-12-31 18,165 $1,235,000 0
   LINCOLN NATIONAL CORP 404 - 2023-12-31 17,511 $1,190,000 -635
   Ulland Investment Advisors LLC 27 - 2024-03-31 14,220 $1,067,000 0
   Advisor Group Holdings Inc. 2518 - 2023-12-31 14,415 $980,000 7,109
   VALLEY NATIONAL ADVISERS INC 127 - 2024-03-31 11,872 $891,000 391
   Resources Investment Advisors Inc. 528 - 2023-12-31 12,699 $863,000 -60
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3039 - 2023-12-31 12,188 $828,000 12,188
   Carson Advisory Inc. 45 - 2023-12-31 11,800 $802,000 0
   NOTTINGHAM ADVISORS INC 67 - 2023-12-31 11,577 $787,000 137
   Fort Point Capital Partners LLC 120 - 2023-12-31 11,574 $787,000 2
   KB FINANCIAL PARTNERS LLC 52 - 2023-09-30 12,759 $777,000 -44
   Sonoma Private Wealth LLC 26 - 2023-12-31 10,666 $725,000 433
   BB&T CORP 1802 - 2023-12-31 9,397 $639,000 0
   FINANCIAL NETWORK 1686 - 2023-12-31 9,347 $635,000 3,370
   RAYMOND JAMES & ASSOCIATES 2914 - 2024-03-31 8,018 $602,000 -356
   SUMMIT INVESTMENT ADVISORS INC 793 - 2023-12-31 7,421 $504,000 -257
   FF AdvisorsLLC 55 - 2024-03-31 6,551 $492,000 0
   Equita Financial Network Inc. 46 - 2023-12-31 7,195 $489,000 36
   SILVERCREST ASSET MANAGEMENT GROUP LLC 676 - 2023-12-31 6,829 $464,000 0
   APPLETON PARTNERS INC/MA 192 - 2024-03-31 6,043 $454,000 -375
   JANE STREET GROUP LLC 4096 - 2023-12-31 6,245 $424,000 6,245
   HPM Partners LLC *New 2023-12-31 6,200 $421,000 6,200
   Cetera Investment Advisers 1590 *New 2023-12-31 6,044 $411,000 6,044
   EQUITABLE TRUST CO 330 - 2024-03-31 5,433 $408,000 0
   AMERIPRISE FINANCIAL INC 3472 - 2023-12-31 5,571 $379,000 -4
   LPL FINANCIAL CORP 3853 - 2023-12-31 5,379 $366,000 222
   Archetype Wealth Partners LLC 73 - 2023-12-31 5,272 $358,000 -728
   FRANKLIN RESOURCES INC 2040 - 2023-12-31 5,100 $347,000 0
   CI Private Wealth LLC 1809 - 2023-12-31 4,804 $327,000 -10
   Mutual Advisors LLC 784 - 2023-12-31 4,814 $327,000 -2,193
   BANK OF MONTREAL /CAN/ 2327 - 2023-12-31 4,674 $319,000 0
   JANNEY MONTGOMERY SCOTT LLC 2292 - 2023-12-31 3,800 $258,000 0
   Aptus Capital Advisors LLC 497 - 2023-12-31 3,549 $241,000 -29
   Waterloo Capital L.P. 328 - 2023-12-31 3,549 $241,000 -29
   PORTLAND GLOBAL ADVISORS LLC 121 - 2023-12-31 3,455 $235,000 0
   BEACH INVESTMENT COUNSEL INC/PA 136 - 2024-03-31 3,400 $231,000 300
   Kestra Advisory Services LLC 2002 *New 2023-12-31 3,368 $229,000 3,368
   COMMONWEALTH EQUITY SERVICES LLC. 3370 *New 2023-12-31 3,183 $216,000 3,183
   Herold Advisors Inc. 232 - 2023-12-31 3,000 $204,000 -1,320
   IFP Advisors Inc 1026 - 2023-12-31 2,372 $161,000 3
   COMERICA BANK 2442 - 2023-12-31 1,700 $116,000 0
   FMR LLC 3008 - 2023-12-31 1,709 $116,000 1,352
   Farther Finance Advisors LLC 794 - 2023-12-31 1,522 $103,000 0
   Clarity Asset Management Inc. 131 - 2023-12-31 286 $19,000 0
   ODell Group LLC 303 - 2023-12-31 272 $18,000 272
   CWM LLC 3362 - 2024-03-31 119 $9,000 0
   HARBOUR INVESTMENTS INC. 2227 *New 2023-12-31 123 $8,000 123
   Community Bank N.A. 360 - 2023-12-31 105 $7,000 0
   BARTLETT & CO. LLC 1038 - 2023-12-31 78 $5,000 26
   BARTLETT & CO. WEALTH MANAGEMENT LLC 1048 - 2023-12-31 78 $5,000 26
   VIMA LLC 297 - 2023-12-31 56 $4,000 0
   PROEQUITIES INC. 3091 - 2023-12-31 0 $0 0

  76 Records found
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