Vault-13

GOLDMAN SACHS ETF TR GSIE

ACTIVEBETA INT · ETP · CUSIP 381430107

324 institutional holders +24 vs Q3 2025
103,572,536103.6m shares reported held*
$4.5bnreported value*
31 new 103 added 109 reduced 19 sold out net bought ≈ $108.4m (+2.5m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($2.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $42.98.

Trends to Q4 2025

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 221Q4 22: 218Q1 23: 226Q2 23: 233Q3 23: 228Q4 23: 235Q1 24: 237Q2 24: 240Q3 24: 252Q4 24: 266Q1 25: 288Q2 25: 286Q3 25: 300Q4 25: 324324Q3 22Q2 23Q1 24Q4 24Q4 25
Numbers
QuarterHolders
Q3 2022221
Q4 2022218
Q1 2023226
Q2 2023233
Q3 2023228
Q4 2023235
Q1 2024237
Q2 2024240
Q3 2024252
Q4 2024266
Q1 2025288
Q2 2025286
Q3 2025300
Q4 2025324

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q1 24: 130 bought or addedQ1 24: 93 cut or sold outQ2 24: 116 bought or addedQ2 24: 107 cut or sold outQ2 24Q3 24: 119 bought or addedQ3 24: 100 cut or sold outQ4 24: 128 bought or addedQ4 24: 102 cut or sold outQ4 24Q1 25: 123 bought or addedQ1 25: 123 cut or sold outQ2 25: 134 bought or addedQ2 25: 130 cut or sold outQ2 25Q3 25: 147 bought or addedQ3 25: 112 cut or sold outQ4 25: 134 bought or addedQ4 25: 128 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 202413093
Q2 2024116107
Q3 2024119100
Q4 2024128102
Q1 2025123123
Q2 2025134130
Q3 2025147112
Q4 2025134128

Biggest buyers

Annex Advisory Services, LLC Added +1,193,163+1.2m
Corient Private Wealth LP Added +947,845+947.8k
WELLS FARGO & COMPANY/MN Added +747,167+747.2k
AlphaCore Capital LLC New +578,310+578.3k
Lebenthal Global Advisors, LLC New +482,960+483.0k
BANK OF AMERICA CORP /DE/ Added +382,520+382.5k
UNITED CAPITAL FINANCIAL ADVISORS, LLC New +211,157+211.2k
Bridgewealth Advisory Group, LLC New +196,214+196.2k
Rothschild Wealth LLC New +151,311+151.3k
Asset Advisors Investment Management, LLC Added +116,303+116.3k

Biggest sellers

Kelman-Lazarov, Inc. Reduced -465,982-466.0k
Sanctuary Advisors, LLC Reduced -418,416-418.4k
OLD MISSION CAPITAL LLC Sold out -380,186-380.2k
ENVESTNET ASSET MANAGEMENT INC Reduced -373,081-373.1k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -264,253-264.3k
GOLDMAN SACHS GROUP INC Reduced -206,206-206.2k
LPL Financial LLC Reduced -189,037-189.0k
VANTAGEPOINT INVESTMENT ADVISERS LLC Reduced -168,447-168.4k
Betterment LLC Reduced -157,962-158.0k
Integrated Wealth Concepts LLC Reduced -119,950-120.0k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

No one currently above 5% in the filings since 19 Dec 2024.

Fell to 5% or below in the last year: International City Management Association Retirement Corp (4.8%, 2026-01-13)

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 WELLS FARGO & COMPANY/MN 0.19% of their portfolio SAN FRANCISCO, CA 22,119,64422.1m $949.8m $949.8m 0.19% Added +747.2k +747,167
2 LPL Financial LLC 0.07% of their portfolio FORT MILL, SC 5,780,9775.8m $248.2m $248.2m 0.07% Reduced -189.0k -189,037
3 VANTAGEPOINT INVESTMENT ADVISERS LLC 1.88% of their portfolio WASHINGTON, DC 5,429,6275.4m $233.1m $233.1m 1.88% Reduced -168.4k -168,447
4 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 4,684,5474.7m $201.2m $201.2m 0.01% Added +382.5k +382,520
5 SigFig Wealth Management, LLC 5.73% of their portfolio SAN FRANCISCO, CA 4,478,4154.5m $192.3m $192.3m 5.73% Added +76.8k +76,820
6 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 3,313,2123.3m $142.3m $142.3m 0.01% Added +19.7k +19,726
7 Betterment LLC 0.25% of their portfolio NEW YORK, NY 3,095,2833.1m $132.9m $132.9m 0.25% Reduced -158.0k -157,962
8 ENVESTNET ASSET MANAGEMENT INC 0.03% of their portfolio Berwyn, PA 2,736,9872.7m $117.5m $117.5m 0.03% Reduced -373.1k -373,081
9 HB Wealth Management, LLC 0.72% of their portfolio Atlanta, GA 2,590,7912.6m $111.2m $111.2m 0.72% Reduced -90.6k -90,551
10 COMMONWEALTH EQUITY SERVICES, LLC 0.11% of their portfolio WALTHAM, MA 1,941,8021.9m $83.4m $83.4m 0.11% Added +25.2k +25,202
11 Corient Private Wealth LP 0.06% of their portfolio MIAMI, FL 1,921,9021.9m $82.5m $82.5m 0.06% Added +947.8k +947,845
12 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 1,737,0521.7m $74.6m $74.6m 0.01% Reduced -206.2k -206,206
13 Cerity Partners LLC 0.09% of their portfolio NEW YORK, NY 1,366,3201.4m $58.7m $58.7m 0.09% Added +2.0k +1,969
14 Annex Advisory Services, LLC 1.12% of their portfolio BROOKFIELD, WI 1,365,0281.4m $58.6m $58.6m 1.12% Added +1.2m +1,193,163
15 Financial Management Professionals, Inc. 5.90% of their portfolio AUSTIN, TX 1,331,8511.3m $57.2m $57.2m 5.90% Added +8.6k +8,587
16 CAPTRUST FINANCIAL ADVISORS 0.11% of their portfolio RALEIGH, NC 1,286,5681.3m $55.2m $55.2m 0.11% Added +2.3k +2,311
17 Hennion & Walsh Asset Management, Inc. 1.90% of their portfolio Parsippany, NJ 1,284,4471.3m $55.2m $55.2m 1.90% Added +47.2k +47,159
18 Brio Consultants, LLC 5.71% of their portfolio SAN FRANCISCO, CA 1,022,5451.0m $43.9m $43.9m 5.71% Added +42.3k +42,332
19 FIRST FOUNDATION ADVISORS 1.63% of their portfolio Irvine, CA 1,009,7731.0m $43.4m $43.4m 1.63% Reduced -12.9k -12,949
20 SkyView Investment Advisors, LLC 5.47% of their portfolio SHREWSBURY, NJ 1,008,0731.0m $43.4m $43.4m 5.47% Reduced -7.8k -7,779
21 OneDigital Investment Advisors LLC 0.42% of their portfolio OVERLAND PARK, KS 993,660993.7k $42.7m $42.7m 0.42% Reduced -8.2k -8,162
22 UBS Group AG 0.01% of their portfolio ZURICH, V8 972,476972.5k $41.8m $41.8m 0.01% Reduced -17.3k -17,315
23 High Probability Advisors, LLC 5.56% of their portfolio Pittsford, NY 970,100970.1k $41.7m $41.7m 5.56% Added +13.4k +13,439
24 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 969,218969.2k $41.6m $41.6m 0.01% Reduced -29.2k -29,180
25 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 948,988949.0k $40.7m $40.7m 0.01% Added +38.1k +38,122
26 PRINCIPAL SECURITIES, INC. 0.63% of their portfolio DES MOINES, IA 945,892945.9k $40.6m $40.6m 0.63% Reduced -64.0k -63,954
27 Strategic Financial Services, Inc. 1.90% of their portfolio UTICA, NY 903,394903.4k $41.1m $41.1m 1.90% Reduced -24.4k -24,450
28 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.02% of their portfolio MILWAUKEE, WI 733,447733.4k $31.5m $31.5m 0.02% Added +15.4k +15,411
29 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 717,165717.2k $30.8m $30.8m 0.01% Reduced -14.6k -14,556
30 SILVER OAK WEALTH ADVISORS SERVICES, LLC 19.79% of their portfolio LOS ANGELES, CA 714,410714.4k $30.7m $30.7m 19.79% Reduced -6.9k -6,913
31 Sanctuary Advisors, LLC 0.17% of their portfolio INDIANAPOLIS, IN 712,975713.0k $30.6m $30.6m 0.17% Reduced -418.4k -418,416
32 GFG Capital, LLC 10.84% of their portfolio MIAMI, FL 708,781708.8k $30.4m $30.4m 10.84% Reduced -3.6k -3,633
33 AMERICAN NATIONAL BANK & TRUST 2.85% of their portfolio WICHITA FALLS, TX 703,394703.4k $30.2m $30.2m 2.85% Added +43.4k +43,419
34 STRAIGHTLINE GROUP LLC 16.54% of their portfolio TROY, MI 682,684682.7k $30.2m $30.2m 16.54% Reduced -13 -13
35 Insight Wealth Strategies, LLC 3.20% of their portfolio SAN RAMON, CA 649,776649.8k $27.9m $27.9m 3.20% Added +12.2k +12,207
36 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 610,791610.8k $26.2m $26.2m 0.03% Reduced -7.2k -7,216
37 Thrivent Financial for Lutherans 0.05% of their portfolio Minneapolis, MN 608,263608.3k $26.2m $26.2m 0.05% Added +33.4k +33,385
38 IAG Wealth Partners, LLC 2.99% of their portfolio WAUKESHA, WI 600,503600.5k $25.8m $25.8m 2.99% Reduced -9.8k -9,788
39 AlphaCore Capital LLC 0.56% of their portfolio LA JOLLA, CA 578,310578.3k $24.8m $24.8m 0.56% New
40 Hixon Zuercher, LLC 7.36% of their portfolio Findlay, OH 565,608565.6k $24.3m $24.3m 7.36% Reduced -2.3k -2,314
41 AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio Greenwich, CT 543,358543.4k $23.3m $23.3m 0.01% Added +5.3k +5,304
42 Trail Ridge Investment Advisors, LLC 9.34% of their portfolio FORT COLLINS, CO 505,853505.9k $21.7m $21.7m 9.34% Added +28.5k +28,545
43 Ledyard National Bank 1.84% of their portfolio HANOVER, NH 498,040498.0k $21.4m $21.4m 1.84% Added +331 +331
44 Lebenthal Global Advisors, LLC 3.20% of their portfolio Hauppauge, NY 482,960483.0k $20.7m $20.7m 3.20% New
45 Envestnet Portfolio Solutions, Inc. 0.07% of their portfolio BERWYN, PA 480,415480.4k $20.6m $20.6m 0.07% Added +43.5k +43,473
46 Paul R. Ried Financial Group, LLC 9.70% of their portfolio BELLEVUE, WA 478,183478.2k $20.5m $20.5m 9.70% Added +3.6k +3,583
47 CoreCap Advisors, LLC 0.71% of their portfolio SOUTHFIELD, MI 475,103475.1k $20.4m $20.4m 0.71% Added +1.6k +1,615
48 Kelman-Lazarov, Inc. 2.87% of their portfolio MEMPHIS, TN 468,352468.4k $20.1m $20.1m 2.87% Reduced -466.0k -465,982
49 APPLETON PARTNERS INC/MA 1.25% of their portfolio BOSTON, MA 441,848441.8k $19.0m $19.0m 1.25% Added +1.1k +1,101
50 Asset Advisors Investment Management, LLC 1.70% of their portfolio AUGUSTA, GA 429,780429.8k $18.5m $18.5m 1.70% Added +116.3k +116,303
51 Baker Ellis Asset Management LLC 2.18% of their portfolio Vancouver, WA 422,232422.2k $18.1m $18.1m 2.18% Added +5.9k +5,858
52 Robertson Stephens Wealth Management, LLC 0.47% of their portfolio San Francisco, CA 387,081387.1k $16.6m $16.6m 0.47% Added +1.9k +1,869
53 White Pine Investment CO 3.78% of their portfolio LIVONIA, MI 373,145373.1k $16.0m $16.0m 3.78% Reduced -1.7k -1,691
54 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 363,417363.4k $15.6m $15.6m 0.02% Added +20.7k +20,693
55 Kera Capital Partners, Inc. 1.88% of their portfolio SACRAMENTO, CA 341,670341.7k $15.2m $15.2m 1.88% Reduced -61.7k -61,719
56 Horizon Family Wealth, Inc. 7.78% of their portfolio CHICAGO, IL 340,132340.1k $14.6m $14.6m 7.78% Reduced -617 -617
57 CWM, LLC 0.04% of their portfolio OMAHA, NE 334,048334.0k $14.3m $14.3m 0.04% Added +8.1k +8,104
58 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.02% of their portfolio PLYMOUTH, MN 326,450326.4k $14.3m $14.3m 0.02% Added +15.6k +15,580
59 Mengis Capital Management, Inc. 2.26% of their portfolio PORTLAND, OR 297,648297.6k $12.8m $12.8m 2.26% Added +2.4k +2,388
60 CAPITAL FINANCIAL GROUP INC\CO\ /ADV 7.03% of their portfolio LITTLETON, CO 293,492293.5k $12.6m $12.6m 7.03% First filing
61 Great Point Wealth Advisors, LLC 2.30% of their portfolio BOSTON, MA 292,893292.9k $12.6m $12.6m 2.30% Reduced -2.5k -2,475
62 Rockefeller Capital Management L.P. 0.02% of their portfolio NEW YORK, NY 287,380287.4k $12.3m $12.3m 0.02% Added +22.9k +22,948
63 ATWOOD & PALMER INC 0.66% of their portfolio KANSAS CITY, MO 269,621269.6k $11.6m $11.6m 0.66% Reduced -3.4k -3,447
64 MANNING & NAPIER ADVISORS LLC 0.15% of their portfolio Fairport, NY 269,020269.0k $11.6m $11.6m 0.15% Added +26.7k +26,726
65 Janney Montgomery Scott LLC 0.03% of their portfolio PHILADELPHIA, PA 266,575266.6k $11.4m $11.4m 0.03% Added +102.1k +102,076
66 Gladstone Institutional Advisory LLC 0.43% of their portfolio Bedminster, NJ 266,514266.5k $11.4m $11.4m 0.43% Reduced -1.6k -1,633
67 1900 WEALTH MANAGEMENT LLC 0.73% of their portfolio SAN ANTONIO, TX 265,657265.7k $11.4m $11.4m 0.73% Reduced -8.9k -8,935
68 Keebeck Wealth Management 1.19% of their portfolio Chicago, IL 240,094240.1k $10.3m $10.3m 1.19% Reduced -21.0k -21,003
69 Kings Path Partners LLC 3.61% of their portfolio SUGAR LAND, TX 239,915239.9k $10.3m $10.3m 3.61% Reduced -2.5k -2,471
70 FCA CORP /TX 2.88% of their portfolio HOUSTON, TX 237,908237.9k $10.2m $10.2m 2.88% Reduced -3.4k -3,371
71 EverSource Wealth Advisors, LLC 0.36% of their portfolio BIRMINGHAM, AL 228,348228.3k $9.8m $9.8m 0.36% Added +977 +977
72 Vawter Financial, Ltd. 3.95% of their portfolio COLUMBUS, OH 218,034218.0k $9.4m $9.4m 3.95% Added +40.5k +40,486
73 Wealthcare Advisory Partners LLC 0.18% of their portfolio WEST CHESTER, PA 214,627214.6k $9.2m $9.2m 0.18% Reduced -207 -207
74 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 213,756213.8k $9.2m $9.2m 0.01% Reduced -15.6k -15,591
75 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.05% of their portfolio IRVING, TX 211,157211.2k $9.1m $9.1m 0.05% New
76 Bridgewealth Advisory Group, LLC 1.86% of their portfolio Fresno, CA 196,214196.2k $8.4m $8.4m 1.86% New
77 MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio DENVER, CO 187,836187.8k $8.1m $8.1m 0.01% Added +42.6k +42,613
78 Newman Dignan & Sheerar, Inc. 1.58% of their portfolio PROVIDENCE, RI 176,632176.6k $7.6m $7.6m 1.58% Added +4.4k +4,440
79 Blue Water Asset Management 2.68% of their portfolio GRAND RAPIDS, MI 173,445173.4k $7.4m $7.4m 2.68% First filing
80 Baird Financial Group, Inc. 0.01% of their portfolio MILWAUKEE, WI 163,272163.3k $7.0m $7.0m 0.01% Reduced -3.0k -2,988
81 Integrated Wealth Concepts LLC 0.08% of their portfolio WALTHAM, MA 151,836151.8k $6.5m $6.5m 0.08% Reduced -120.0k -119,950
82 Rothschild Wealth LLC 0.62% of their portfolio OAK BROOK, IL 151,311151.3k $6.5m $6.5m 0.62% New
83 CHANNEL WEALTH LLC 1.60% of their portfolio SANTA BARBARA, CA 147,213147.2k $6.3m $6.3m 1.60% Reduced -19.6k -19,627
84 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 144,626144.6k $6.2m $6.2m 0.02% Reduced -3.0k -3,020
85 Quantinno Capital Management LP 0.01% of their portfolio NEW YORK, NY 137,672137.7k $5.9m $5.9m 0.01% Reduced -19.8k -19,795
86 IFP Advisors, Inc 0.13% of their portfolio TAMPA, FL 137,019137.0k $5.9m $5.9m 0.13% Added +2.7k +2,675
87 CFO4Life Group, LLC 0.84% of their portfolio COPPELL, TX 136,991137.0k $5.9m $5.9m 0.84% Reduced -6.5k -6,483
88 IFC Advisors LLC 0.84% of their portfolio LOS ANGELES, CA 134,265134.3k $5.8m $5.8m 0.84% Unchanged
89 Winthrop Advisory Group LLC 0.47% of their portfolio BOSTON, MA 128,509128.5k $5.5m $5.5m 0.47% Added +3.2k +3,226
90 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 125,829125.8k $5.4m $5.4m 0.00% Added +31.2k +31,226
91 Anchor Investment Management, LLC 0.43% of their portfolio COLUMBIA, SC 122,254122.3k $5.2m $5.2m 0.43% Added +5.5k +5,515
92 GeoWealth Management, LLC 0.19% of their portfolio CHICAGO, IL 121,334121.3k $5.2m $5.2m 0.19% Added +10.2k +10,188
93 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 94,66794.7k $4.1m $4.1m 0.01% Reduced -10.0k -10,012
94 COZAD ASSET MANAGEMENT INC 0.31% of their portfolio CHAMPAIGN, IL 93,61293.6k $4.0m $4.0m 0.31% Added +3.8k +3,817
95 Regal Investment Advisors LLC 0.24% of their portfolio KENTWOOD, MI 93,42193.4k $4.0m $4.0m 0.24% Reduced -5.3k -5,300
96 Orion Porfolio Solutions, LLC 0.03% of their portfolio OMAHA, NE 91,98992.0k $3.9m $3.9m 0.03% Reduced -2.9k -2,925
97 SageView Advisory Group, LLC 0.13% of their portfolio Newport Beach, CA 89,32889.3k $3.8m $3.8m 0.13% Reduced -3.4k -3,353
98 DRIVE WEALTH MANAGEMENT, LLC 0.74% of their portfolio LEHI, UT 88,13588.1k $3.8m $3.8m 0.74% Added +9.1k +9,093
99 Retirement Planning Group, LLC 0.12% of their portfolio LEAWOOD, KS 83,83783.8k $3.6m $3.6m 0.12% Reduced -2.9k -2,915
100 Harbor Asset Planning, Inc. 3.02% of their portfolio BELMONT, MA 82,33482.3k $3.5m $3.5m 3.02% Added +1.4k +1,356