Goldman Sachs Access TreasurGBILETF
13F holders, Q3 2024 (September 30)308holders +10
29new positions
20sold out
2famous investors
$100.27avg. 13F price*
At the end of Q3 2024, 308 institutions reported holding Goldman Sachs Access Treasur (GBIL) in their 13F filings, up 10 from Q2 2024. 29 opened new positions and 20 sold out. The largest holders were ACR Alpine Capital Research, LLC ($618.8M), Betterment LLC ($543.3M) and Morgan Stanley ($452.2M). 2 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies'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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $34.9M |
| Exits | 20 | $11.7M |
All 13F filers, Q2 2024 → Q3 2024: 5,798,551 shares bought and 2,897,858 shares sold, net +2,900,693 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 308 holders
| ACR Alpine Capital Research, LLC | 18.27% | Add +24.6% | 6,170,045 | $618.8M |
| Betterment LLC | 1.30% | Add +3.7% | 5,416,815 | $543.3M |
| Morgan Stanley | 0.03% | Add +1.4% | 4,508,495 | $452.2M |
| Bank of America Corp. | 0.02% | Reduce -11.6% | 2,539,434 | $254.7M |
| Composition Wealth, LLC | 4.70% | Reduce -10.1% | 2,026,138 | $203.2M |
| Wells Fargo & Company | 0.04% | Reduce -17.8% | 1,656,252 | $166.1M |
| Envestnet Asset Management Inc. | 0.05% | Add +24.9% | 1,496,032 | $150.0M |
| Oppenheimer Asset Management Inc. | 1.72% | Add +34.6% | 1,424,974 | $142.9M |
| Ameriprise Financial Inc. | 0.03% | Add +188.0% | 1,154,037 | $115.7M |
| LPL Financial LLC | 0.05% | Add +8.4% | 1,110,151 | $111.3M |
| Royal Bank of Canada | 0.02% | Add +4.3% | 919,756 | $92.2M |
| Renaissance Technologies | 0.13% | Add +18.4% | 833,400 | $83.6M |
| Corient Private Wealth LP | 0.13% | Add +6.6% | 794,986 | $79.7M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +173.5% | 775,253 | $77.8M |
| UBS Group AG | 0.02% | Reduce -18.1% | 674,257 | $67.6M |
| Pathway Financial Advisors LLC | 15.15% | Reduce -5.3% | 588,699 | $59.0M |
| Bell Investment Advisors, Inc | 9.97% | Add +3.9% | 541,923 | $54.3M |
| St. James Investment Company, LLC | 9.09% | Add +14.5% | 536,642 | $53.8M |
| Acorns Advisers, LLC | 0.45% | Add +3.5% | 457,412 | $45.9M |
| Rock Creek Group LLC | 5.09% | Reduce -1.1% | 442,910 | $44.4M |
| Wealthfront Advisers LLC | 0.13% | Add +96.9% | 436,142 | $43.7M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -23.4% | 317,334 | $31.8M |
| WR Wealth Planners, LLC | 7.96% | Add +12.4% | 285,306 | $28.6M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -10.8% | 276,106 | $27.7M |
| Atwood & Palmer Inc. | 1.78% | Reduce -0.1% | 261,160 | $26.2M |
| Robertson Stephens Wealth Management, LLC | 0.90% | Reduce -7.3% | 244,504 | $24.5M |
| Janney Montgomery Scott LLC | 0.07% | Add +32.6% | 233,827 | $23.5M |
| Stifel Financial Corp. | 0.02% | Add +72.3% | 223,926 | $22.5M |
| Mariner, LLC | 0.04% | Add +41.8% | 215,038 | $21.6M |
| One Capital Management, LLC | 0.68% | Add +312.9% | 212,572 | $21.3M |
| Atria Investments, Inc | 0.26% | Add +41.0% | 207,574 | $20.8M |
| Chicago Partners Investment Group LLC | 0.69% | Add +308.2% | 193,003 | $19.3M |
| Acute Investment Advisory, LLC | 10.48% | Reduce -1.7% | 181,892 | $18.2M |
| Level Four Advisory Services, LLC | 0.76% | Add +18.0% | 180,429 | $18.1M |
| NewEdge Advisors, LLC | 0.12% | Add +6.8% | 178,786 | $17.9M |
| Cetera Investment Advisers | 0.04% | Add +18.1% | 175,305 | $17.6M |
| Sowell Financial Services LLC | 0.77% | Reduce -3.4% | 164,602 | $16.5M |
| Private Advisor Group, LLC | 0.09% | Add +10.0% | 152,081 | $15.3M |
| Equitable Holdings, Inc. | 0.12% | Reduce -0.2% | 127,676 | $12.8M |
| Venture Visionary Partners LLC | 0.57% | Add +81.9% | 127,242 | $12.8M |
| Baker Ellis Asset Management LLC | 1.60% | Add +0.5% | 112,818 | $11.3M |
| Keebeck Wealth Management | 1.64% | Add +179.3% | 112,649 | $11.3M |
| Sage Rhino Capital LLC | 2.46% | Add +9.1% | 110,713 | $11.1M |
| Legacy Investment Solutions, LLC | 6.65% | — | 108,872 | $10.9M |
| Legacy Wealth Managment, LLC | 6.65% | — | 108,872 | $10.9M |
| GGM Financial LLC | 8.97% | Add +3.0% | 103,709 | $10.4M |
| Hohimer Wealth Management, LLC | 2.21% | Add +251.1% | 102,252 | $10.3M |
| Eldridge Investment Advisors, Inc. | 2.38% | Reduce -0.7% | 101,635 | $10.2M |
| Raymond James & Associates | 0.01% | Add +14.4% | 100,804 | $10.1M |
| Castle Rock Wealth Management, LLC | 2.15% | Add +1.3% | 90,190 | $9.0M |
| Osaic Holdings, Inc. | 0.02% | Add +3.1% | 89,632 | $9.0M |
| Sterneck Capital Management, LLC | 4.85% | New | 89,289 | $9.0M |
| Verus Capital Partners, LLC | 0.88% | Add +200.6% | 96,461 | $9.0M |
| MML Investors Services, LLC | 0.03% | Reduce -8.9% | 89,160 | $8.9M |
| Beverly Hills Private Wealth, LLC | 1.65% | Reduce -1.9% | 80,604 | $8.1M |
| B. Riley Wealth Advisors, Inc. | 0.22% | Add +41.4% | 78,993 | $7.9M |
| Guidance Capital, Inc. | 2.41% | Add +7.2% | 77,101 | $7.7M |
| JPMorgan Chase & Co. | 0.00% | Add +35.6% | 76,851 | $7.7M |
| Tevis Investment Management | 5.64% | Add +10.3% | 76,053 | $7.6M |
| Goldstein Advisors, LLC | 1.08% | Reduce -72.2% | 71,091 | $7.1M |
| Oppenheimer & Co. Inc. | 0.11% | Add +69.3% | 70,602 | $7.1M |
| Sheets Smith Wealth Management | 0.86% | Add +35.8% | 70,185 | $7.0M |
| Waterloo Capital, L.P. | 0.76% | Add +26.1% | 69,306 | $7.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -3.9% | 63,231 | $6.3M |
| Aveo Capital Partners, LLC | 0.67% | Reduce -25.3% | 63,153 | $6.3M |
| Farther Finance Advisors, LLC | 0.23% | Add +10.0% | 60,220 | $6.0M |
| Fullcircle Wealth LLC | 2.70% | Add +22.6% | 60,150 | $6.0M |
| Kestra Advisory Services, LLC | 0.03% | Add +9.7% | 59,833 | $6.0M |
| Hibernia Wealth Partners, LLC | 2.08% | Reduce -16.2% | 59,811 | $6.0M |
| Retireful, LLC | 4.43% | Reduce -29.3% | 59,689 | $6.0M |
| Tru Independence Asset Management 2, LLC | 4.94% | — | 58,407 | $5.9M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +22.1% | 57,848 | $5.8M |
| CW Advisors, LLC | 0.08% | Reduce -18.2% | 57,657 | $5.8M |
| Financial Advocates Investment Management | 0.32% | Add +51.3% | 57,131 | $5.7M |
| Allen Capital Group, LLC | 0.72% | Add +100.0% | 56,272 | $5.6M |
| Wealthspire Advisors, LLC | 0.05% | New | 53,572 | $5.4M |
| Evergreen Capital Management LLC | 0.17% | Reduce -13.4% | 51,690 | $5.2M |
| NorthStar Asset Management LLC | 3.41% | Reduce -0.1% | 50,954 | $5.1M |
| HighTower Advisors, LLC | 0.01% | Add +28.2% | 48,598 | $4.9M |
| MBL Wealth, LLC | 0.52% | Reduce -46.4% | 47,768 | $4.8M |
| Susquehanna International Group, LLP | 0.01% | New | 47,048 | $4.7M |
| Cornerstone Advisors Asset Management, LLC | 1.04% | Reduce -33.1% | 46,730 | $4.7M |
| Arvest Investments, Inc. | 0.70% | Reduce -2.2% | 46,183 | $4.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +37.4% | 43,185 | $4.3M |
| Perigon Wealth Management, LLC | 0.11% | Add +5.9% | 41,566 | $4.2M |
| Atria Wealth Solutions, Inc. | 0.04% | Add +17.5% | 40,627 | $4.1M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +14.0% | 37,805 | $3.8M |
| Sloy Dahl & Holst, LLC | 0.62% | Reduce -3.2% | 36,209 | $3.6M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -13.1% | 35,133 | $3.5M |
| Citadel Advisors | 0.00% | Add +318.6% | 34,897 | $3.5M |
| Stratos Wealth Advisors, LLC | 0.16% | Add +51.1% | 34,698 | $3.5M |
| Private Advisory Group LLC | 0.43% | Add +441.4% | 33,914 | $3.4M |
| Accurate Wealth Management, LLC | 0.67% | Add +74.0% | 33,398 | $3.3M |
| Vicus Capital | 0.29% | Reduce -1.1% | 32,308 | $3.2M |
| Delta Investment Management, LLC | 0.65% | Add +8.6% | 31,677 | $3.2M |
| BNP Paribas Financial Markets | 0.00% | Add +66.2% | 31,173 | $3.1M |
| Truist Financial Corp. | 0.00% | Reduce -20.5% | 30,959 | $3.1M |
| Blume Capital Management, Inc. | 0.70% | Reduce -16.2% | 30,929 | $3.1M |
| Leavell Investment Management, Inc. | 0.15% | Reduce -1.0% | 30,849 | $3.1M |
| Guyasuta Investment Advisors Inc. | 0.18% | Add +17.9% | 29,722 | $3.0M |
| Carr Financial Group Corp | 0.86% | Add +6.4% | 28,644 | $2.9M |
| Jane Street Group, LLC | 0.00% | Add +5.5% | 28,354 | $2.8M |
| Avantax Advisory Services, Inc. | 0.02% | Add +0.6% | 27,592 | $2.8M |
| SpiderRock Advisors, LLC | 0.06% | Add +119.0% | 26,797 | $2.7M |
| RHS Financial, LLC | 1.35% | Add +12.6% | 26,756 | $2.7M |
| Kestra Private Wealth Services, LLC | 0.05% | Add +260.3% | 25,539 | $2.6M |
| Tectonic Advisors LLC | 0.16% | Add +6.6% | 24,813 | $2.5M |
| Two Sigma Securities, LLC | 0.19% | New | 24,483 | $2.5M |
| Orin Green Financial, LLC | 1.05% | Reduce -20.1% | 24,208 | $2.4M |
| Financial & Tax Architects, LLC | 0.62% | Reduce -49.0% | 23,877 | $2.4M |
| Beacon Financial Group | 0.26% | Add +11.3% | 23,660 | $2.4M |
| FSC Wealth Advisors, LLC | 1.70% | Reduce -1.0% | 23,581 | $2.4M |
| Advisors Capital Management, LLC | 0.04% | Reduce -45.3% | 23,220 | $2.3M |
| Brooks, Moore & Associates, Inc. | 1.26% | Reduce -20.8% | 21,303 | $2.1M |
| GYL Financial Synergies, LLC | 0.16% | Reduce -2.1% | 20,792 | $2.1M |
| G&S Capital LLC | 0.86% | Add +9.4% | 20,519 | $2.1M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -87.9% | 20,450 | $2.1M |
| Scotia Capital Inc. | 0.01% | Reduce -80.2% | 20,408 | $2.0M |
| Sugar Maple Asset Management, LLC | 1.77% | No change | 20,359 | $2.0M |
| Pflug Koory, LLC | 0.13% | — | 19,593 | $2.0M |
| Comerica Bank | 0.01% | Reduce -12.0% | 19,567 | $2.0M |
| Intellectus Partners, LLC | 0.50% | Add +464.1% | 19,463 | $2.0M |
| Ignite Planners, LLC | 0.43% | Add +17.7% | 18,787 | $1.9M |
| John W. Brooker & Co., CPAs | 0.85% | Add +0.4% | 18,450 | $1.9M |
| Citigroup Inc. | 0.00% | Reduce -17.9% | 18,334 | $1.8M |
| Kingsview Wealth Management, LLC | 0.04% | Reduce -7.0% | 18,178 | $1.8M |
| US Bancorp \de | 0.00% | Reduce -60.5% | 18,009 | $1.8M |
| Team Hewins, LLC | 0.68% | New | 17,695 | $1.8M |
| Narus Financial Partners, LLC | 0.64% | Reduce -1.8% | 17,682 | $1.8M |
| Alesco Advisors, LLC, An ESL Co | 0.05% | Add +22.4% | 17,501 | $1.8M |
| Focus Partners Wealth | 0.01% | Reduce -9.5% | 17,483 | $1.8M |
| Successful Portfolios LLC | 1.14% | Add +12.3% | 16,802 | $1.7M |
| Hamilton Capital, LLC | 0.12% | Reduce -5.7% | 15,625 | $1.6M |
| Astor Investment Management LLC | 0.75% | Reduce -3.5% | 15,529 | $1.6M |
| Jacobi Capital Management LLC | 0.11% | Add +14.5% | 15,111 | $1.5M |
| Salvus Wealth Management, LLC | 0.91% | Add +23.8% | 14,842 | $1.5M |
| Stephens Inc. | 0.02% | No change | 14,743 | $1.5M |
| Redhawk Wealth Advisors, Inc. | 0.21% | Reduce -95.4% | 14,593 | $1.5M |
| Quadcap Wealth Management, LLC | 0.23% | Add +13.0% | 14,437 | $1.4M |
| Canal Capital Management, LLC | 0.23% | Add +2.7% | 14,310 | $1.4M |
| Laidlaw Wealth Management LLC | 0.71% | Reduce -17.9% | 14,288 | $1.4M |
| Mgo One Seven LLC | 0.06% | Add +4.7% | 13,840 | $1.4M |
| Brookstone Capital Management | 0.02% | Reduce -1.4% | 13,780 | $1.4M |
| Bristlecone Advisors, LLC | 0.11% | Reduce -15.6% | 13,767 | $1.4M |
| Mercer Global Advisors Inc. | 0.00% | Add +5.8% | 13,618 | $1.4M |
| Winch Advisory Services, LLC | 0.37% | Add +345.4% | 13,245 | $1.3M |
| Strategic Wealth Partners, Ltd. | 0.13% | Reduce -1.7% | 13,149 | $1.3M |
| Triumph Capital Management | 0.46% | Reduce -33.5% | 12,883 | $1.3M |
| Syon Capital LLC | 0.11% | New | 12,759 | $1.3M |
| Baldwin Wealth Partners LLC | 0.09% | Reduce -3.5% | 12,671 | $1.3M |
| Essex Financial Services, Inc. | 0.09% | Add +4.3% | 12,691 | $1.3M |
| AE Wealth Management LLC | 0.01% | New | 12,632 | $1.3M |
| Westside Investment Management, Inc. | 0.27% | Add +26.8% | 12,465 | $1.3M |
| Spire Wealth Management | 0.04% | Add +1.8% | 12,271 | $1.2M |
| Cairn Investment Group, Inc. | 0.67% | Reduce -7.3% | 12,150 | $1.2M |
| GenTrust, LLC | 0.06% | Add +274.2% | 12,109 | $1.2M |
| CoreCap Advisors, LLC | 0.06% | New | 11,655 | $1.2M |
| Kelman-Lazarov, Inc. | 0.20% | Reduce -18.0% | 11,594 | $1.2M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -13.0% | 11,484 | $1.2M |
| Inscription Capital, LLC | 0.17% | Reduce -1.7% | 11,157 | $1.1M |
| AdvisorNet Financial, Inc | 0.08% | Add +7.9% | 10,861 | $1.1M |
| Frazier Financial Advisors, LLC | 0.82% | Add +70.8% | 10,546 | $1.1M |
| Archvest Wealth Advisors, Inc. | 0.67% | Reduce -7.3% | 10,542 | $1.1M |
| Coyle Financial Counsel LLC | 0.37% | Reduce -2.9% | 10,532 | $1.1M |
| GeoWealth Management, LLC | 0.04% | Reduce -83.0% | 10,463 | $1.0M |
| Blue Square Asset Management, LLC | 0.56% | Reduce -59.9% | 10,329 | $1.0M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -31.2% | 10,185 | $1.0M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -65.8% | 9,800 | $983K |
| Synergy Financial Group, LTD | 0.93% | Reduce -5.6% | 9,795 | $982K |
| Turtle Creek Wealth Advisors, LLC | 0.19% | Add +19.2% | 9,516 | $954K |
| Private Portfolio Partners LLC | 0.18% | New | 9,476 | $950K |
| Arkadios Wealth Advisors | 0.05% | New | 9,140 | $917K |
| Migdal Insurance & Financial Holdings Ltd. | 0.01% | New | 8,937 | $896K |
| Realta Investment Advisors | 0.41% | Add +38.3% | 8,912 | $891K |
| Cerity Partners LLC | 0.00% | Add +1.1% | 8,857 | $888K |
| Motive Wealth Advisors | 0.53% | No change | 8,836 | $884K |
| CX Institutional | 0.04% | Reduce -93.8% | 8,746 | $877K |
| Wolff Wiese Magana LLC | 0.60% | New | 8,743 | $877K |
| Burney Co./ | 0.03% | No change | 8,313 | $834K |
| &partners | 0.02% | Reduce -4.5% | 8,229 | $825K |
| TrueMark Investments, LLC | 0.26% | Add +16.4% | 8,077 | $810K |
| Blue Zone Wealth Advisors, LLC | 0.25% | New | 7,983 | $801K |
| Private Trust Co. NA | 0.08% | Reduce -2.1% | 7,928 | $795K |
| Caprock Group, LLC | 0.03% | Add +35.1% | 7,844 | $787K |
| Alterna Wealth Management, Inc. | 0.70% | Reduce -23.1% | 7,797 | $782K |
| NewEdge Wealth, LLC | 0.01% | Reduce -47.9% | 7,631 | $765K |
| Global Retirement Partners, LLC | 0.02% | Reduce -29.8% | 7,496 | $752K |
| Mengis Capital Management, Inc. | 0.14% | Add +3.1% | 7,143 | $716K |
| Bridgewealth Advisory Group, LLC | 0.25% | No change | 6,775 | $679K |
| Rock Point Advisors, LLC | 0.18% | No change | 6,738 | $676K |
| Blair William & Co. | 0.00% | New | 6,565 | $658K |
| Hilltop Holdings Inc. | 0.04% | Add +50.6% | 6,504 | $652K |
| Signal Advisors Wealth, LLC | 0.09% | New | 6,463 | $648K |
| Cannon Advisors, Inc. | 0.52% | — | 6,313 | $633K |
| Adapt Wealth Advisors, LLC | 0.34% | Reduce -14.5% | 6,288 | $631K |
| Keystone Wealth Services, LLC | 0.17% | Reduce -2.4% | 6,142 | $616K |
| ORG Partners LLC | 0.10% | Add +1.0% | 6,056 | $607K |
| Blue Trust, Inc. | 0.01% | Reduce -16.0% | 5,839 | $584K |
| Anderson Hoagland & Co. | 0.06% | Reduce -38.9% | 5,837 | $583K |
| Planning Capital Management Corp | 0.38% | Reduce -32.3% | 5,676 | $569K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +2.3% | 5,490 | $551K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +2.3% | 5,490 | $551K |
| Atlas Financial Advisors, Inc. | 0.85% | Add +15.5% | 5,368 | $538K |
| Captrust Financial Advisors | 0.00% | Reduce -7.8% | 5,307 | $532K |
| Prudential Financial Inc. | 0.00% | Reduce -62.3% | 5,196 | $521K |
| Chatham Capital Group, Inc. | 0.08% | No change | 5,170 | $518K |
| Occidental Asset Management, LLC | 0.08% | No change | 5,117 | $513K |
| Tradition Wealth Management, LLC | 0.04% | Reduce -3.9% | 5,000 | $501K |
| Fourpath Capital Management, LLC | 0.09% | Add +20.7% | 4,727 | $474K |
| Global Assets Advisory, LLC | 0.26% | Add +22.5% | 4,702 | $470K |
| Capital Advisors, Ltd. LLC | 0.06% | Reduce -48.4% | 4,521 | $453K |
| Concurrent Investment Advisors, LLC | 0.01% | No change | 4,300 | $431K |
| Cresset Asset Management, LLC | 0.00% | Reduce -17.2% | 4,260 | $427K |
| Fermata Advisors, LLC | 0.09% | Reduce -8.7% | 4,200 | $421K |
| Regal Investment Advisors LLC | 0.03% | Add +0.0% | 4,136 | $415K |
| Strategic Family Wealth Counselors, L.L.C. | 0.14% | Add +77.2% | 4,080 | $409K |
| Brown Advisory Inc. | 0.00% | Reduce -39.9% | 4,077 | $409K |
| Saiph Capital, LLC | 0.19% | Add +5.2% | 4,062 | $407K |
| Five Oceans Advisors | 0.18% | Add +2.1% | 3,803 | $381K |
| Arete Wealth Advisors, LLC | 0.03% | Add +1.7% | 3,777 | $379K |
| Upper Left Wealth Management, LLC | 0.33% | Reduce -11.5% | 3,736 | $374K |
| Bleakley Financial Group, LLC | 0.01% | New | 3,683 | $369K |
| Camelot Portfolios, LLC | 0.36% | Reduce -65.5% | 3,680 | $369K |
| Peak Planning Group, LLC | 0.16% | New | 3,664 | $367K |
| Symphony Financial, Ltd. Co. | 0.06% | New | 3,651 | $365K |
| Fort Point Capital Partners LLC | 0.04% | No change | 3,570 | $358K |
| IFP Advisors, Inc | 0.01% | Reduce -85.8% | 3,475 | $349K |
| Sightline Wealth Advisors, LLC | 0.19% | Reduce -54.8% | 3,473 | $348K |
| KG Capital Management | 0.11% | Add +49.9% | 3,470 | $348K |
| Independent Financial Group, LLC | 0.01% | No change | 3,457 | $347K |
| PFG Advisors | 0.02% | Add +25.8% | 3,361 | $337K |
| Morton Capital Management LLC | 0.06% | Add +44.2% | 3,273 | $328K |
| Naviter Wealth, LLC | 0.05% | No change | 3,240 | $325K |
| Fort Sheridan Advisors LLC | 0.05% | Add +32.4% | 3,215 | $322K |
| Titan Global Capital Management USA LLC | 0.05% | Add +15.3% | 3,133 | $314K |
| Silicon Valley Capital Partners | 0.04% | Reduce -24.0% | 3,119 | $313K |
| New Century Financial Group, LLC | 0.11% | Add +39.1% | 3,090 | $310K |
| GenWealth Group, Inc. | 0.07% | New | 3,085 | $309K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -34.8% | 3,000 | $301K |
| Colonial River Investments, LLC | 0.15% | Add +1.9% | 2,983 | $299K |
| Axxcess Wealth Management, LLC | 0.01% | Add +1.9% | 2,983 | $299K |
| Values First Advisors, Inc. | 0.16% | Reduce -72.4% | 2,975 | $298K |
| Clearwater Capital Advisors, LLC | 0.03% | Reduce -10.2% | 2,971 | $298K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -0.7% | 2,956 | $296K |
| United Community Bank | 0.11% | Add +18.0% | 2,920 | $293K |
| Principal Securities, Inc. | 0.01% | Reduce -96.0% | 2,789 | $280K |
| Maia Wealth LLC | 0.07% | Reduce -10.5% | 2,739 | $274K |
| Investment Partners Asset Management, Inc. | 0.22% | Add +0.1% | 2,713 | $272K |
| Canvas Wealth Advisors, LLC | 0.07% | Reduce -15.6% | 2,700 | $271K |
| Altfest L J & Co. Inc. | 0.04% | Reduce -97.8% | 2,673 | $268K |
| GPS Wealth Strategies Group, LLC | 0.04% | Reduce -59.9% | 2,654 | $266K |
| Haverford Trust Co | 0.00% | No change | 2,616 | $262K |
| High Probability Advisors, LLC | 0.04% | Reduce -36.5% | 2,502 | $251K |
| Simplicity Wealth,LLC | 0.02% | Add +7.3% | 2,474 | $248K |
| Belpointe Asset Management LLC | 0.01% | Reduce -55.8% | 2,445 | $245K |
| Strategic Blueprint, LLC | 0.02% | Reduce -36.3% | 2,432 | $244K |
| Valmark Advisers, Inc. | 0.00% | Add +3.6% | 2,385 | $239K |
| Osborne Partners Capital Management, LLC | 0.01% | No change | 2,331 | $234K |
| Prosperity Consulting Group, LLC | 0.02% | Reduce -19.0% | 2,287 | $229K |
| Advisory Services Network, LLC | 0.00% | No change | 2,263 | $226K |
| Integrated Advisors Network LLC | 0.01% | No change | 2,213 | $222K |
| Nwam LLC | 0.01% | New | 2,185 | $219K |
| Summit Global Investments | 0.01% | Reduce -45.5% | 2,175 | $218K |
| Cary Street Partners Investment Advisory LLC | 0.01% | No change | 2,173 | $218K |
| Tradewinds, LLC. | 0.07% | No change | 2,152 | $216K |
| MADDEN SECURITIES Corp | 0.09% | New | 2,150 | $216K |
| Sykon Capital LLC | 0.07% | No change | 2,080 | $209K |
| Holderness Investments Co. | 0.04% | New | 2,055 | $206K |
| Cwm, LLC | 0.00% | Reduce -15.9% | 1,663 | $167K |
| Investors Research Corp | 0.03% | Add +4.6% | 1,552 | $156K |
| Princeton Global Asset Management LLC | 0.03% | No change | 1,545 | $155K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -9.2% | 1,522 | $152K |
| Friedenthal Financial | 0.08% | Reduce -0.2% | 1,397 | $140K |
| NorthRock Partners, LLC | 0.00% | Reduce -15.9% | 1,280 | $128K |
| UMB Bank, n.a. | 0.00% | No change | 1,210 | $121K |
| FinTrust Capital Advisors, LLC | 0.02% | Add +13.8% | 1,047 | $105K |
| Sugarloaf Wealth Management, LLC | 0.02% | Reduce -34.0% | 1,029 | $103K |
| Kiely Wealth Advisory Group, Inc. | 0.06% | No change | 1,020 | $102K |
| Castleview Partners, LLC | 0.05% | Add +1.0% | 925 | $93K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 779 | $78K |
| Mather Group, Llc. | 0.00% | Reduce -17.2% | 750 | $75K |
| Signaturefd, LLC | 0.00% | Reduce -50.2% | 750 | $75K |
| Creative Financial Designs Inc. | 0.01% | Reduce -18.1% | 641 | $64K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 562 | $56K |
| Harbour Investments, Inc. | 0.00% | Add +124.7% | 537 | $54K |
| FMR LLC | 0.00% | Add +8020.0% | 406 | $41K |
| Hollencrest Capital Management | 0.00% | Reduce -51.1% | 279 | $28K |
| Hara Capital LLC | 0.02% | New | 278 | $28K |
| Hexagon Capital Partners LLC | 0.00% | No change | 250 | $25K |
| WealthCollab, LLC | 0.02% | New | 236 | $24K |
| Financial Management Professionals, Inc. | 0.00% | No change | 210 | $21K |
| Heritage Wealth Advisors | 0.00% | New | 207 | $21K |
| Smartleaf Asset Management LLC | 0.00% | New | 191 | $19K |
| Bokf, NA | 0.00% | No change | 141 | $14K |
| Allworth Financial LP | 0.00% | No change | 140 | $14K |
| Parallel Advisors, LLC | 0.00% | No change | 100 | $10K |
| Ruedi Wealth Management, Inc. | 0.00% | No change | 91 | $9K |
| Fifth Third Bancorp | 0.00% | New | 74 | $7K |
| Continuum Advisory, LLC | 0.00% | Reduce -97.8% | 47 | $5K |
| Nordwand Advisors, LLC | 0.00% | No change | 45 | $5K |
| Bank of Montreal | 0.00% | New | 42 | $4K |
| Key Financial Inc | 0.00% | No change | 21 | $2K |
| Tucker Asset Management LLC | 0.00% | Add +1600.0% | 17 | $2K |
| Concord Wealth Partners | 0.00% | No change | 15 | $2K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -6.7% | 14 | $1K |
| VitalStone Financial, LLC | 0.00% | No change | 6 | $602 |
| Assetmark, Inc. | 0.00% | New | 1 | $100 |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 1 | $100 |
"% of holder's portfolio" is GBIL's weight in each manager's 13F, not the share of Goldman Sachs Access Treasur the manager owns.