Goldman Sachs Access TreasurGBILETF
13F holders, Q1 2024 (March 31)304holders
3famous investors
$100.85avg. 13F price*
At the end of Q1 2024, 304 institutions reported holding Goldman Sachs Access Treasur (GBIL) in their 13F filings. The largest holders were Betterment LLC ($539.7M), ACR Alpine Capital Research, LLC ($502.9M) and Morgan Stanley ($486.3M). 3 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Goldman Sachs Access Treasur
- CUSIP
- 381430529
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $23.8M |
| Exits | 36 | $37.2M |
Ownership 304 holders
| Betterment LLC | 1.45% | Reduce -3.5% | 5,349,774 | $539.7M |
| ACR Alpine Capital Research, LLC | 15.25% | Add +47.4% | 4,984,835 | $502.9M |
| Morgan Stanley | 0.04% | Reduce -11.2% | 4,820,422 | $486.3M |
| Bank of America Corp. | 0.03% | Reduce -13.1% | 2,704,340 | $272.8M |
| Composition Wealth, LLC | 5.89% | Reduce -7.1% | 2,320,183 | $234.1M |
| Wells Fargo & Company | 0.06% | Reduce -5.7% | 2,259,079 | $227.9M |
| Goldman Sachs Group Inc. | 0.03% | Add +37.8% | 1,482,626 | $148.4M |
| Envestnet Asset Management Inc. | 0.05% | Add +42.7% | 1,214,661 | $122.5M |
| Oppenheimer Asset Management Inc. | 1.64% | Add +38.5% | 1,107,782 | $111.8M |
| Wealthfront Advisers LLC | 0.33% | Reduce -18.6% | 927,811 | $93.6M |
| LPL Financial LLC | 0.05% | Reduce -8.8% | 901,187 | $90.9M |
| UBS Group AG | 0.03% | Reduce -1.4% | 885,649 | $89.4M |
| Corient Private Wealth LP | 0.14% | Add +2.7% | 798,613 | $80.6M |
| Royal Bank of Canada | 0.02% | Reduce -9.6% | 790,012 | $79.7M |
| Renaissance Technologies | 0.12% | No change | 778,000 | $78.5M |
| Pathway Financial Advisors LLC | 18.61% | Add +0.3% | 682,280 | $68.8M |
| Bell Investment Advisors, Inc | 10.27% | Add +7.2% | 520,896 | $52.6M |
| St. James Investment Company, LLC | 8.10% | Reduce -10.2% | 492,282 | $49.7M |
| Acorns Advisers, LLC | 0.48% | Add +1.3% | 429,293 | $43.3M |
| Rock Creek Group LLC | 5.39% | Add +9.2% | 424,770 | $42.8M |
| Ameriprise Financial Inc. | 0.01% | Add +12.2% | 404,081 | $40.8M |
| Redhawk Wealth Advisors, Inc. | 5.42% | Add +19.6% | 329,939 | $33.3M |
| Commonwealth Equity Services, LLC | 0.05% | Add +4.4% | 323,777 | $32.7M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +112.6% | 293,832 | $29.6M |
| Goldstein Advisors, LLC | 5.00% | Add +20.4% | 289,983 | $29.3M |
| Robertson Stephens Wealth Management, LLC | 1.57% | Reduce -17.9% | 283,964 | $28.6M |
| Flow Traders U.S. LLC | 1.50% | Add +9.3% | 278,941 | $28.1M |
| Atwood & Palmer Inc. | 2.01% | Add +1.3% | 262,715 | $26.5M |
| WR Wealth Planners, LLC | 7.18% | Add +37.6% | 228,818 | $23.1M |
| Janney Montgomery Scott LLC | 0.06% | Add +47.0% | 208,482 | $21.0M |
| Whitcomb & Hess, Inc. | 6.38% | Add +7.9% | 196,816 | $19.9M |
| Acute Investment Advisory, LLC | 12.59% | Add +4.4% | 186,066 | $18.8M |
| Sowell Financial Services LLC | 0.83% | Reduce -22.9% | 174,817 | $17.6M |
| Steward Partners Investment Advisory, LLC | 0.18% | Add +4.2% | 165,822 | $16.7M |
| Mariner, LLC | 0.03% | Add +91.9% | 163,710 | $16.5M |
| CX Institutional | 0.79% | Reduce -41.1% | 163,456 | $16.5M |
| Atria Investments, Inc | 0.23% | Add +99.4% | 162,249 | $16.4M |
| Cetera Investment Advisers | 0.04% | Add +154.6% | 157,664 | $15.9M |
| Level Four Advisory Services, LLC | 0.83% | Add +3.6% | 151,354 | $15.1M |
| Sage Rhino Capital LLC | 2.79% | Add +12.7% | 117,115 | $11.8M |
| Equitable Holdings, Inc. | 0.13% | Reduce -1.0% | 116,852 | $11.8M |
| Altfest L J & Co. Inc. | 1.67% | Add +27.9% | 116,726 | $11.8M |
| WealthPLAN Partners, LLC | 1.22% | Add +2.4% | 116,389 | $11.7M |
| Baker Ellis Asset Management LLC | 1.72% | Reduce -3.4% | 114,486 | $11.6M |
| GeoWealth Management, LLC | 0.44% | Add +132.0% | 114,004 | $11.5M |
| MML Investors Services, LLC | 0.04% | Reduce -3.0% | 107,989 | $10.9M |
| Eldridge Investment Advisors, Inc. | 2.74% | Reduce -11.7% | 105,791 | $10.7M |
| Stifel Financial Corp. | 0.01% | Reduce -14.9% | 102,219 | $10.3M |
| Castle Rock Wealth Management, LLC | 2.69% | Reduce -23.8% | 98,975 | $9.9M |
| Aveo Capital Partners, LLC | 1.02% | Reduce -16.0% | 93,760 | $9.4M |
| Raymond James & Associates | 0.01% | Add +5.6% | 87,139 | $8.8M |
| Hohimer Wealth Management, LLC | 2.03% | Add +22.0% | 85,791 | $8.7M |
| Evergreen Capital Management LLC | 0.31% | Add +0.4% | 82,550 | $8.3M |
| JPMorgan Chase & Co. | 0.00% | Add +17.3% | 81,841 | $8.3M |
| MBL Wealth, LLC | 0.90% | Add +13.6% | 78,571 | $7.9M |
| Venture Visionary Partners LLC | 0.34% | Reduce -13.9% | 71,351 | $7.2M |
| NewEdge Advisors, LLC | 0.06% | Reduce -9.7% | 71,264 | $7.2M |
| Kestra Advisory Services, LLC | 0.05% | Add +33.5% | 71,218 | $7.2M |
| Osaic Holdings, Inc. | 0.02% | Reduce -26.1% | 70,126 | $7.1M |
| Beverly Hills Private Wealth, LLC | 1.64% | Add +15.1% | 70,053 | $7.1M |
| Advisors Capital Management, LLC | 0.13% | No change | 68,960 | $7.0M |
| CW Advisors, LLC | 0.12% | Add +0.0% | 67,890 | $6.8M |
| B. Riley Wealth Advisors, Inc. | 0.17% | Add +3.6% | 64,051 | $6.4M |
| Jane Street Group, LLC | 0.01% | New | 62,882 | $6.3M |
| Rockefeller Capital Management L.P. | 0.02% | Add +109.1% | 62,739 | $6.3M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +58.0% | 60,665 | $6.1M |
| Guidance Capital, Inc. | 2.21% | New | 60,191 | $6.0M |
| Avantax Advisory Services, Inc. | 0.05% | Add +5.7% | 59,136 | $6.0M |
| One Capital Management, LLC | 0.21% | Reduce -15.6% | 58,734 | $5.9M |
| Retireful, LLC | 2.32% | Reduce -9.6% | 55,415 | $5.6M |
| Tevis Investment Management | 4.63% | Add +17.4% | 53,944 | $5.4M |
| Destiny Wealth Partners, LLC | 0.93% | Reduce -9.4% | 51,541 | $5.2M |
| US Bancorp \de | 0.01% | Reduce -44.9% | 49,812 | $5.0M |
| Hibernia Wealth Partners, LLC | 3.11% | Reduce -35.6% | 45,337 | $4.6M |
| Arvest Investments, Inc. | 0.72% | Add +6.3% | 45,269 | $4.6M |
| Financial & Tax Architects, LLC | 1.25% | Reduce -32.8% | 44,873 | $4.5M |
| Cornerstone Advisors Asset Management, LLC | 1.56% | Reduce -6.7% | 43,907 | $4.4M |
| Financial Advocates Investment Management | 0.25% | Reduce -31.1% | 42,697 | $4.3M |
| Millennium Management | 0.00% | Add +13.7% | 42,489 | $4.3M |
| Chicago Partners Investment Group LLC | 0.18% | Add +24.1% | 42,553 | $4.3M |
| Allen Capital Group, LLC | 0.61% | Reduce -20.1% | 41,811 | $4.2M |
| Sloy Dahl & Holst, LLC | 0.94% | Add +37.8% | 39,419 | $4.0M |
| HighTower Advisors, LLC | 0.01% | Reduce -68.0% | 38,661 | $3.9M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +37.9% | 38,694 | $3.9M |
| Fifth Third Securities, Inc. | 0.38% | Add +9.6% | 38,577 | $3.9M |
| Prudential Financial Inc. | 0.01% | Add +4.0% | 38,456 | $3.9M |
| Atria Wealth Solutions, Inc. | 0.04% | Reduce -7.7% | 38,032 | $3.8M |
| Waterloo Capital, L.P. | 0.49% | Add +54.4% | 37,909 | $3.8M |
| Perigon Wealth Management, LLC | 0.12% | Reduce -4.7% | 37,833 | $3.8M |
| NorthStar Asset Management LLC | 2.89% | Add +8.2% | 37,810 | $3.8M |
| G&S Capital LLC | 1.70% | Add +85.9% | 37,689 | $3.8M |
| Windham Capital Management, LLC | 2.91% | Reduce -1.7% | 36,652 | $3.7M |
| Vicus Capital | 0.32% | Reduce -0.9% | 35,233 | $3.6M |
| Blume Capital Management, Inc. | 0.85% | Add +28.4% | 34,578 | $3.5M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -44.0% | 33,609 | $3.4M |
| BNP Paribas Financial Markets | 0.00% | Add +914.9% | 33,400 | $3.4M |
| Citadel Advisors | 0.00% | Reduce -56.7% | 32,943 | $3.3M |
| Oppenheimer & Co. Inc. | 0.05% | Add +77.3% | 31,607 | $3.2M |
| Carr Financial Group Corp | 1.05% | Reduce -25.6% | 31,364 | $3.2M |
| Delta Investment Management, LLC | 0.70% | Add +15.7% | 30,726 | $3.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -68.5% | 30,388 | $3.1M |
| Walden Wealth Partners LLC | 1.74% | Add +7.2% | 30,087 | $3.0M |
| RHS Financial, LLC | 1.70% | Add +2.9% | 28,848 | $2.9M |
| Triumph Capital Management | 1.16% | Reduce -28.1% | 28,492 | $2.9M |
| GYL Financial Synergies, LLC | 0.22% | Reduce -7.2% | 27,467 | $2.8M |
| Beacon Pointe Advisors, LLC | 0.03% | Reduce -0.4% | 26,399 | $2.7M |
| Truist Financial Corp. | 0.00% | Reduce -19.8% | 25,807 | $2.6M |
| Guyasuta Investment Advisors Inc. | 0.18% | No change | 25,200 | $2.5M |
| IFP Advisors, Inc | 0.11% | Add +20.8% | 24,382 | $2.5M |
| FSC Wealth Advisors, LLC | 1.70% | Reduce -76.2% | 23,896 | $2.4M |
| Leavell Investment Management, Inc. | 0.14% | Add +3.1% | 23,444 | $2.4M |
| Citigroup Inc. | 0.00% | Reduce -8.8% | 22,834 | $2.3M |
| Tectonic Advisors LLC | 0.18% | Add +31.3% | 22,775 | $2.3M |
| Hamilton Capital, LLC | 0.17% | Reduce -0.5% | 22,462 | $2.3M |
| Beacon Financial Group | 0.26% | Reduce -6.0% | 22,220 | $2.2M |
| Sheets Smith Wealth Management | 0.25% | Reduce -74.6% | 22,073 | $2.2M |
| Comerica Bank | 0.01% | Reduce -6.8% | 21,379 | $2.2M |
| Sugar Maple Asset Management, LLC | 1.98% | — | 20,359 | $2.1M |
| Baird Financial Group, Inc. | 0.00% | Reduce -28.9% | 20,048 | $2.0M |
| Pflug Koory, LLC | 0.14% | Reduce -0.5% | 19,893 | $2.0M |
| Bridgewealth Advisory Group, LLC | 0.93% | Reduce -27.1% | 18,825 | $1.9M |
| Brooks, Moore & Associates, Inc. | 1.21% | New | 18,753 | $1.9M |
| Burney Co./ | 0.07% | Reduce -88.2% | 18,659 | $1.9M |
| Brookstone Capital Management | 0.03% | Reduce -2.4% | 18,535 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | New | 18,311 | $1.8M |
| Verus Capital Partners, LLC | 0.20% | Add +68.2% | 18,308 | $1.8M |
| John W. Brooker & Co., CPAs | 0.99% | Add +0.4% | 18,306 | $1.8M |
| Laidlaw Wealth Management LLC | 1.00% | Add +13.5% | 17,700 | $1.8M |
| Kingsview Wealth Management, LLC | 0.04% | Add +26.8% | 17,631 | $1.8M |
| Astor Investment Management LLC | 0.69% | Reduce -2.2% | 17,133 | $1.7M |
| Keebeck Wealth Management | 0.25% | Reduce -22.3% | 16,766 | $1.7M |
| Bristlecone Advisors, LLC | 0.15% | Add +12.7% | 16,742 | $1.7M |
| Narus Financial Partners, LLC | 0.72% | Add +20.0% | 16,728 | $1.7M |
| SpiderRock Advisors, LLC | 0.05% | — | 16,402 | $1.6M |
| Mgo One Seven LLC | 0.08% | Reduce -5.8% | 15,983 | $1.6M |
| Kelman-Lazarov, Inc. | 0.31% | Reduce -8.0% | 15,675 | $1.6M |
| CoreCap Advisors, LLC | 0.08% | Reduce -24.0% | 15,221 | $1.5M |
| Successful Portfolios LLC | 1.03% | Add +0.8% | 14,958 | $1.5M |
| Connectus Wealth, LLC | 0.04% | Reduce -11.3% | 14,910 | $1.5M |
| New Century Financial Group, LLC | 1.04% | Add +112.2% | 14,871 | $1.5M |
| NewEdge Wealth, LLC | 0.03% | Reduce -42.1% | 15,001 | $1.5M |
| Stephens Inc. | 0.02% | Reduce -2.3% | 14,743 | $1.5M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -85.8% | 14,458 | $1.5M |
| Gerber Kawasaki Wealth & Investment Management | 0.08% | Reduce -16.1% | 14,130 | $1.4M |
| Jacobi Capital Management LLC | 0.13% | Reduce -55.0% | 14,126 | $1.4M |
| Cairn Investment Group, Inc. | 0.80% | Reduce -1.8% | 13,850 | $1.4M |
| Baldwin Wealth Partners LLC | 0.10% | Reduce -16.5% | 13,595 | $1.4M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -7.9% | 13,347 | $1.3M |
| Quadcap Wealth Management, LLC | 0.30% | Reduce -17.5% | 13,173 | $1.3M |
| Single Point Partners, LLC | 0.31% | Reduce -9.6% | 13,174 | $1.3M |
| Warberg Asset Management LLC | 6.04% | New | 12,891 | $1.3M |
| Ignite Planners, LLC | 0.36% | Add +20.6% | 12,774 | $1.3M |
| Spire Wealth Management | 0.02% | Reduce -0.3% | 12,511 | $1.3M |
| Global Assets Advisory, LLC | 0.75% | Add +7.6% | 12,571 | $1.3M |
| Strategic Wealth Partners, Ltd. | 0.14% | Reduce -17.9% | 12,398 | $1.3M |
| Private Advisor Group, LLC | 0.01% | Add +9.4% | 12,374 | $1.2M |
| Salvus Wealth Management, LLC | 0.83% | No change | 12,117 | $1.2M |
| Cerity Partners LLC | 0.00% | Reduce -12.0% | 11,763 | $1.2M |
| Creative Financial Designs Inc. | 0.11% | Add +3.1% | 11,242 | $1.1M |
| Essex Financial Services, Inc. | 0.10% | Add +228.4% | 11,130 | $1.1M |
| Inscription Capital, LLC | 0.18% | Reduce -3.0% | 10,927 | $1.1M |
| Coyle Financial Counsel LLC | 0.39% | Reduce -19.9% | 10,851 | $1.1M |
| Values First Advisors, Inc. | 0.63% | Reduce -28.4% | 10,621 | $1.1M |
| Capital Advisors, Ltd. LLC | 0.13% | Reduce -39.6% | 10,254 | $1.0M |
| Advisory Services Network, LLC | 0.02% | Add +357.9% | 10,225 | $1.0M |
| Alterna Wealth Management, Inc. | 0.83% | Add +322.1% | 10,144 | $1.0M |
| Adapt Wealth Advisors, LLC | 0.72% | — | 9,974 | $1.0M |
| Westside Investment Management, Inc. | 0.24% | Add +10.4% | 9,921 | $1.0M |
| Frazier Financial Advisors, LLC | 0.79% | Reduce -36.7% | 9,511 | $960K |
| Motive Wealth Advisors | 0.53% | Add +89.6% | 8,741 | $882K |
| Planning Capital Management Corp | 0.63% | Add +67.6% | 8,540 | $862K |
| Sightline Wealth Advisors, LLC | 0.56% | Reduce -3.3% | 8,433 | $851K |
| GPS Wealth Strategies Group, LLC | 0.14% | Reduce -87.4% | 8,373 | $845K |
| Synergy Financial Group, LTD | 0.94% | Add +27.9% | 8,244 | $832K |
| Global Retirement Partners, LLC | 0.03% | Reduce -26.7% | 8,215 | $829K |
| Private Trust Co. NA | 0.09% | Add +31.4% | 8,151 | $822K |
| Private Portfolio Partners LLC | 0.17% | Add +18.2% | 8,084 | $816K |
| Turtle Creek Wealth Advisors, LLC | 0.20% | Add +89.6% | 8,067 | $814K |
| Strategic Blueprint, LLC | 0.06% | Reduce -10.5% | 8,017 | $809K |
| Accurate Wealth Management, LLC | 0.22% | Add +101.1% | 7,702 | $770K |
| Signal Advisors Wealth, LLC | 0.19% | Add +11.0% | 7,554 | $762K |
| Brown Advisory Inc. | 0.00% | No change | 7,528 | $760K |
| Private Advisory Group LLC | 0.11% | Add +7.6% | 7,409 | $747K |
| Kestra Private Wealth Services, LLC | 0.02% | Add +15.8% | 7,005 | $707K |
| Rock Point Advisors, LLC | 0.21% | Reduce -6.7% | 6,963 | $702K |
| Blue Trust, Inc. | 0.01% | Add +98.9% | 6,949 | $701K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | Add +143.7% | 6,931 | $699K |
| Caprock Group, LLC | 0.04% | New | 6,837 | $690K |
| Mengis Capital Management, Inc. | 0.11% | Reduce -27.7% | 6,750 | $681K |
| Anderson Hoagland & Co. | 0.08% | Add +0.6% | 6,748 | $674K |
| Bank of New York Mellon Corp | 0.00% | Add +11.6% | 6,439 | $650K |
| Blue Square Asset Management, LLC | 0.43% | No change | 6,295 | $635K |
| Maripau Wealth Management LLC | 0.47% | Reduce -0.9% | 6,248 | $630K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -12.5% | 6,190 | $625K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -12.5% | 6,190 | $625K |
| Realta Investment Advisors | 0.13% | Add +3.6% | 6,101 | $616K |
| Lido Advisors, LLC | 0.01% | Reduce -20.5% | 6,099 | $615K |
| Fermata Advisors, LLC | 0.13% | Reduce -12.8% | 5,936 | $599K |
| Keystone Wealth Services, LLC | 0.18% | Reduce -4.2% | 5,579 | $563K |
| Elevated Capital Advisors, LLC | 0.16% | Reduce -21.8% | 5,503 | $555K |
| High Probability Advisors, LLC | 0.10% | Add +19.7% | 5,361 | $541K |
| Captrust Financial Advisors | 0.00% | Reduce -1.6% | 5,311 | $536K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -56.3% | 5,300 | $535K |
| Tradition Wealth Management, LLC | 0.05% | No change | 5,200 | $525K |
| Chatham Capital Group, Inc. | 0.10% | No change | 5,170 | $522K |
| Occidental Asset Management, LLC | 0.10% | No change | 5,117 | $516K |
| Archvest Wealth Advisors, Inc. | 0.36% | Reduce -1.5% | 5,128 | $511K |
| Focus Partners Wealth | 0.00% | Reduce -1.5% | 4,843 | $489K |
| Kraft, Davis & Associates, LLC | 0.15% | Reduce -26.9% | 4,838 | $483K |
| Upper Left Wealth Management, LLC | 0.43% | Reduce -5.1% | 4,629 | $467K |
| Silicon Valley Capital Partners | 0.07% | Reduce -9.8% | 4,574 | $462K |
| SVB Wealth LLC | 0.01% | New | 4,563 | $460K |
| Canal Capital Management, LLC | 0.08% | Reduce -9.5% | 4,488 | $453K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -42.3% | 4,421 | $446K |
| Clearwater Capital Advisors, LLC | 0.05% | Reduce -19.9% | 4,374 | $441K |
| Hilltop Holdings Inc. | 0.05% | Reduce -6.5% | 4,320 | $436K |
| Concurrent Investment Advisors, LLC | 0.02% | New | 4,300 | $434K |
| HRT Financial LP | 0.00% | New | 4,250 | $428K |
| NorthRock Partners, LLC | 0.02% | Reduce -29.9% | 4,236 | $427K |
| Camelot Portfolios, LLC | 0.41% | Reduce -53.7% | 4,166 | $420K |
| Regal Investment Advisors LLC | 0.03% | Reduce -17.9% | 4,133 | $417K |
| Significant Wealth Partners LLC | 0.27% | Add +56.4% | 4,003 | $404K |
| Fourpath Capital Management, LLC | 0.28% | Add +67.0% | 3,959 | $399K |
| Atlas Financial Advisors, Inc. | 0.62% | Add +9.8% | 3,954 | $399K |
| TKG Advisors, LLC | 0.22% | New | 3,922 | $396K |
| Naviter Wealth, LLC | 0.06% | No change | 3,750 | $378K |
| Saiph Capital, LLC | 0.18% | Add +78.5% | 3,734 | $377K |
| Five Oceans Advisors | 0.19% | Reduce -19.8% | 3,717 | $375K |
| LVZ, Inc. | 0.05% | Add +1.5% | 3,682 | $371K |
| Cwm, LLC | 0.00% | Reduce -43.2% | 3,544 | $358K |
| Fort Point Capital Partners LLC | 0.05% | Reduce -1.4% | 3,450 | $348K |
| Belpointe Asset Management LLC | 0.03% | Add +10.5% | 3,416 | $345K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -90.5% | 3,330 | $336K |
| CGN Advisors LLC | 0.04% | Reduce -22.2% | 3,306 | $334K |
| Colonial River Investments, LLC | 0.18% | Reduce -53.6% | 3,228 | $326K |
| Canvas Wealth Advisors, LLC | 0.11% | Reduce -3.6% | 3,200 | $320K |
| Integrated Advisors Network LLC | 0.02% | Reduce -1.6% | 3,013 | $304K |
| Independent Financial Group, LLC | 0.01% | Reduce -5.1% | 2,946 | $297K |
| Prosperity Consulting Group, LLC | 0.04% | New | 2,879 | $291K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +0.8% | 2,805 | $283K |
| Steward Partners Investment Solutions, LLC | 0.05% | New | 2,723 | $275K |
| Investment Partners Asset Management, Inc. | 0.25% | Add +0.1% | 2,709 | $273K |
| PFG Advisors | 0.02% | Add +0.3% | 2,663 | $269K |
| Haverford Trust Co | 0.00% | No change | 2,616 | $264K |
| Titan Global Capital Management USA LLC | 0.04% | New | 2,615 | $264K |
| Unique Wealth Strategies, LLC | 0.13% | New | 2,607 | $263K |
| United Community Bank | 0.10% | No change | 2,475 | $250K |
| Freedom Investment Management, Inc. | 0.02% | New | 2,472 | $249K |
| Intellectus Partners, LLC | 0.07% | New | 2,449 | $247K |
| Simplicity Wealth,LLC | 0.01% | New | 2,431 | $245K |
| Friedenthal Financial | 0.15% | Add +12.5% | 2,426 | $245K |
| Fort Sheridan Advisors LLC | 0.05% | New | 2,420 | $244K |
| Symphony Financial, Ltd. Co. | 0.05% | New | 2,326 | $235K |
| Confluence Wealth Services, Inc. | 0.02% | New | 2,321 | $234K |
| Virtue Capital Management, LLC | 0.04% | New | 2,335 | $233K |
| Milestone Asset Management, LLC | 0.07% | No change | 2,308 | $233K |
| Morton Capital Management LLC | 0.06% | Reduce -26.6% | 2,288 | $231K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Reduce -23.8% | 2,273 | $229K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -1.6% | 2,272 | $229K |
| &partners | 0.03% | New | 2,264 | $228K |
| Pure Financial Advisors, LLC | 0.01% | Reduce -29.9% | 2,244 | $226K |
| AE Wealth Management LLC | 0.00% | Reduce -39.9% | 2,241 | $226K |
| Valmark Advisers, Inc. | 0.00% | Reduce -91.7% | 2,237 | $226K |
| Madrona Financial Services, LLC | 0.08% | New | 2,212 | $223K |
| Investors Research Corp | 0.05% | Add +5.6% | 2,138 | $216K |
| Sykon Capital LLC | 0.08% | Add +1.1% | 2,107 | $213K |
| Continuum Advisory, LLC | 0.03% | Reduce -0.6% | 2,094 | $209K |
| Nwam LLC | 0.02% | Reduce -12.2% | 2,056 | $205K |
| LM Advisors LLC | 0.04% | New | 2,000 | $202K |
| Central Valley Advisors, LLC | 0.10% | New | 2,000 | $202K |
| Per Stirling Capital Management, LLC. | 0.03% | New | 1,996 | $201K |
| AdvisorNet Financial, Inc | 0.02% | Reduce -0.1% | 1,723 | $174K |
| Sugarloaf Wealth Management, LLC | 0.03% | Reduce -24.1% | 1,557 | $157K |
| Princeton Global Asset Management LLC | 0.04% | No change | 1,545 | $156K |
| UMB Bank, n.a. | 0.00% | No change | 1,210 | $122K |
| Kiely Wealth Advisory Group, Inc. | 0.06% | No change | 1,020 | $102K |
| FinTrust Capital Advisors, LLC | 0.02% | No change | 920 | $93K |
| Castleview Partners, LLC | 0.05% | Reduce -15.5% | 918 | $93K |
| Mather Group, Llc. | 0.00% | New | 858 | $86K |
| Hollencrest Capital Management | 0.00% | Reduce -57.4% | 564 | $57K |
| Allworth Financial LP | 0.00% | Reduce -71.1% | 453 | $46K |
| NFSG Corp | 0.02% | No change | 355 | $36K |
| Hexagon Capital Partners LLC | 0.01% | No change | 350 | $35K |
| Blair William & Co. | 0.00% | New | 350 | $35K |
| Avior Wealth Management, LLC | 0.00% | New | 345 | $35K |
| Trust Co. of Vermont | 0.00% | New | 330 | $33K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -0.4% | 273 | $27K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -6.3% | 210 | $21K |
| Harbour Investments, Inc. | 0.00% | No change | 204 | $21K |
| Principal Securities, Inc. | 0.00% | Reduce -99.4% | 193 | $19K |
| Bokf, NA | 0.00% | No change | 141 | $14K |
| Sunbelt Securities, Inc. | 0.00% | New | 114 | $12K |
| Ruedi Wealth Management, Inc. | 0.00% | Add +121.3% | 104 | $10K |
| FMR LLC | 0.00% | Add +63.5% | 103 | $10K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +10000.0% | 101 | $10K |
| Parallel Advisors, LLC | 0.00% | Reduce -39.0% | 100 | $10K |
| SouthState Bank Corp | 0.00% | Add +780.0% | 88 | $9K |
| Nordwand Advisors, LLC | 0.00% | No change | 45 | $5K |
| Colonial Trust Advisors | 0.00% | No change | 45 | $5K |
| Key Financial Inc | 0.00% | No change | 21 | $2K |
| Concord Wealth Partners | 0.00% | Reduce -11.8% | 15 | $2K |
| Cornerstone Planning Group LLC | 0.00% | Add +7.1% | 15 | $1K |
| Breakwater Investment Management | 0.00% | — | 11 | $1K |
| Assetmark, Inc. | 0.00% | New | 2 | $202 |
"% of holder's portfolio" is GBIL's weight in each manager's 13F, not the share of Goldman Sachs Access Treasur the manager owns.