Goldman Sachs Access TreasurGBILETF

13F holders, Q4 2025 (December 31)
362holders +28
44new positions
29sold out
2famous investors
$99.88avg. 13F price*

At the end of Q4 2025, 362 institutions reported holding Goldman Sachs Access Treasur (GBIL) in their 13F filings, up 28 from Q3 2025. 44 opened new positions and 29 sold out. The largest holders were ACR Alpine Capital Research, LLC ($811.1M), Betterment LLC ($585.9M) and Morgan Stanley ($487.9M). 2 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Goldman Sachs Access Treasur
CUSIP
381430529
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 304Q1 2024Q2 2024: 298Q2 2024Q3 2024: 308Q3 2024Q4 2024: 333Q4 2024Q1 2025: 343Q1 2025Q2 2025: 334Q2 2025Q3 2025: 334Q3 2025Q4 2025: 362Q4 2025Q1 2026: 371Q1 2026Q2 2026: 382Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions44$29.8M
Exits29$9.3M

All 13F filers, Q3 2025 → Q4 2025: 6,496,612 shares bought and 3,929,640 shares sold, net +2,566,972 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 362 holders

ACR Alpine Capital Research, LLC 12.65% Add +70.2% 8,115,451 $811.1M
Betterment LLC 1.12% Add +4.0% 5,862,171 $585.9M
Morgan Stanley 0.03% Reduce -1.7% 4,882,355 $487.9M
Goldman Sachs Group Inc. 0.03% Reduce -6.1% 2,196,713 $219.5M
Bank of America Corp. 0.02% Reduce -11.5% 2,174,787 $217.3M
Wells Fargo & Company 0.04% Reduce -3.1% 2,018,945 $201.8M
LPL Financial LLC 0.05% Add +7.7% 1,726,922 $172.6M
Oppenheimer Asset Management Inc. 2.05% Add +38.7% 1,667,225 $166.6M
Envestnet Asset Management Inc. 0.04% Reduce -7.0% 1,329,465 $132.9M
Royal Bank of Canada 0.02% Add +6.6% 1,323,176 $132.2M
Wealthfront Advisers LLC 0.29% Add +87.9% 1,319,398 $131.9M
Composition Wealth, LLC 1.84% Reduce -49.1% 1,280,494 $128.0M
UBS Group AG 0.02% Add +1.6% 1,118,945 $111.8M
Pathway Financial Advisors LLC 11.84% Reduce -1.3% 942,798 $94.3M
Corient Private Wealth LP 0.12% Reduce -1.8% 862,645 $86.2M
Bell Investment Advisors, Inc 10.00% Add +4.9% 632,985 $63.3M
Northwestern Mutual Wealth Management Co. 0.03% Reduce -6.9% 544,518 $54.4M
Acorns Advisers, LLC 0.38% Add +2.2% 511,400 $51.1M
Redwood Park Advisors LLC 33.38% Reduce -0.8% 491,082 $49.1M
Hohimer Wealth Management, LLC 6.43% Add +43.2% 473,960 $47.4M
St. James Investment Company, LLC 7.19% Add +5.7% 448,387 $44.8M
Commonwealth Equity Services, LLC 0.05% Add +0.2% 384,220 $38.4M
Stifel Financial Corp. 0.03% Add +8.8% 359,014 $35.9M
Ameriprise Financial Inc. 0.01% Reduce -36.1% 305,158 $30.5M
Rock Creek Group LLC 3.09% Reduce -19.4% 275,894 $27.6M
Nest Investments, LLC 21.13% — 252,722 $25.3M
Mariner, LLC 0.03% Add +21.4% 241,000 $24.1M
Quantinno Capital Management LP 0.05% Add +2.2% 233,683 $23.4M
Atria Investments, Inc 0.25% Add +22.8% 222,554 $22.2M
Cetera Investment Advisers 0.02% Add +41.4% 214,999 $21.5M
Private Advisor Group, LLC 0.10% Add +2.4% 206,600 $20.6M
Janney Montgomery Scott LLC 0.05% Reduce -42.6% 198,832 $19.9M
Raymond James Financial Inc. 0.01% Add +15.3% 196,923 $19.7M
Chicago Partners Investment Group LLC 0.48% Add +0.4% 195,548 $19.6M
Waterloo Capital, L.P. 1.39% Reduce -16.6% 192,862 $19.3M
Resolute Capital, LLC 7.63% — 182,687 $18.3M
Waterway Wealth Management, LLC 4.07% Add +1.9% 213,026 $18.0M
Keebeck Wealth Management 2.02% Add +7.3% 174,587 $17.5M
Sage Rhino Capital LLC 3.16% Reduce -18.1% 167,191 $16.7M
NewEdge Advisors, LLC 0.06% Reduce -49.4% 163,676 $16.4M
Level Four Advisory Services, LLC 0.53% Reduce -17.7% 162,032 $16.2M
Debussy Capital Management LP 2.17% Add +13.7% 159,721 $16.0M
WealthTrak Capital Management LLC 11.02% Add +571.1% 153,933 $15.4M
3EDGE Asset Management, LP 0.76% Reduce -61.2% 146,414 $14.7M
Osaic Holdings, Inc. 0.02% Reduce -23.1% 145,623 $14.6M
VanWeelden Wealth Management, LLC 11.34% Add +4.9% 144,432 $14.4M
Robertson Stephens Wealth Management, LLC 0.39% Reduce -1.3% 136,656 $13.7M
Verus Capital Partners, LLC 0.81% Add +15.3% 121,481 $12.1M
Winch Advisory Services, LLC 2.60% Add +47.3% 117,486 $11.7M
Alesco Advisors, LLC, An ESL Co 0.30% Add +5.9% 114,500 $11.4M
&partners 0.06% Add +30.4% 113,838 $11.4M
Cannon Capital Management, Inc. 9.92% — 112,871 $11.3M
Private Advisory Group LLC 0.87% Add +210.8% 111,027 $11.1M
Baker Ellis Asset Management LLC 1.30% Reduce -4.4% 108,190 $10.8M
MBL Wealth, LLC 0.85% Reduce -1.1% 106,312 $10.6M
Guidance Capital, Inc. 2.57% Add +13.5% 104,980 $10.5M
Wealth Enhancement Advisory Services, LLC 0.01% Add +5.3% 100,929 $10.1M
Eldridge Investment Advisors, Inc. 2.06% Reduce -4.3% 93,499 $9.3M
Cambridge Investment Research Advisors, Inc. 0.02% Add +174.9% 93,329 $9.3M
Blue Square Asset Management, LLC 4.09% Reduce -55.9% 92,150 $9.2M
One Capital Management, LLC 0.27% Reduce -69.0% 90,532 $9.0M
Tradewinds, LLC. 2.15% Add +99.2% 90,144 $9.0M
Rockefeller Capital Management L.P. 0.02% Add +48.2% 85,514 $8.5M
B. Riley Wealth Advisors, Inc. 0.40% Add +10.5% 85,322 $8.5M
Castle Rock Wealth Management, LLC 1.84% Reduce -2.6% 85,149 $8.5M
Sterneck Capital Management, LLC 3.74% Reduce -5.1% 83,058 $8.3M
Oppenheimer & Co. Inc. 0.12% Reduce -14.4% 81,808 $8.2M
Equitable Holdings, Inc. 0.05% Reduce -7.8% 80,308 $8.0M
Nicholson Meyer Capital Management, Inc. 5.86% Add +0.7% 77,554 $7.8M
NorthStar Asset Management LLC 3.18% Reduce -1.5% 70,648 $7.1M
Finhabits Advisors LLC 6.46% — 68,829 $6.9M
Tevis Investment Management 4.12% No change 68,207 $6.8M
Wilkerson Advisory Group LLC 2.40% — 68,093 $6.8M
MADDEN SECURITIES Corp 1.98% Add +44.4% 65,051 $6.5M
Retirement Capital Strategies 2.36% Add +7.3% 63,706 $6.4M
Goldstein Advisors, LLC 0.72% Reduce -7.2% 63,277 $6.3M
Perigon Wealth Management, LLC 0.11% Reduce -5.6% 61,734 $6.2M
Kestra Advisory Services, LLC 0.02% Add +55.2% 56,260 $5.6M
Baldwin Wealth Partners LLC 0.34% Add +333.0% 53,106 $5.3M
Truist Financial Corp. 0.01% Add +4.9% 52,389 $5.2M
MML Investors Services, LLC 0.01% Add +5.3% 52,031 $5.2M
Farther Finance Advisors, LLC 0.06% Add +1.8% 51,853 $5.2M
Beverly Hills Private Wealth, LLC 0.87% Reduce -14.7% 50,293 $5.0M
Gotham Asset Management 0.02% Reduce -0.0% 49,410 $4.9M
GatePass Capital, LLC 2.59% Reduce -3.2% 49,400 $4.9M
Helium Advisors LLC 4.92% Reduce -27.5% 48,623 $4.9M
Focus Partners Wealth 0.01% Add +12.1% 46,316 $4.6M
Cahill Financial Advisors Inc. 0.50% Add +9.4% 45,923 $4.6M
Altfest L J & Co. Inc. 0.48% Reduce -51.0% 44,220 $4.4M
Blueprint Investment Partners LLC 0.47% Reduce -26.2% 44,205 $4.4M
Accurate Wealth Management, LLC 0.56% Add +48.4% 44,139 $4.4M
Blueprint Financial Advisors LLC 0.67% Reduce -26.8% 43,888 $4.4M
Leavell Investment Management, Inc. 0.18% Add +31.8% 43,622 $4.4M
Sloy Dahl & Holst, LLC 0.51% Add +12.7% 42,772 $4.3M
Syon Capital LLC 0.21% Add +3.3% 42,743 $4.3M
Mgo One Seven LLC 0.09% Reduce -8.2% 42,257 $4.2M
Evergreen Capital Management LLC 0.09% Reduce -18.3% 41,852 $4.2M
AQR Capital Management 0.00% New 39,812 $4.0M
Allen Capital Group, LLC 0.36% Add +0.7% 39,400 $3.9M
Capital Advisors, Ltd. LLC 0.43% Add +251.4% 38,597 $3.9M
Capital Financial Group Inc\co\ 2.12% — 37,983 $3.8M
Venture Visionary Partners LLC 0.12% Reduce -0.2% 37,958 $3.8M
Financial & Tax Architects, LLC 0.84% Reduce -42.5% 37,478 $3.7M
Scotia Capital Inc. 0.02% Reduce -2.0% 37,466 $3.7M
Axxcess Wealth Management, LLC 0.06% Add +24.3% 36,273 $3.6M
JPMorgan Chase & Co. 0.00% Reduce -57.2% 35,813 $3.6M
Steward Partners Investment Advisory, LLC 0.02% Add +2.3% 35,792 $3.6M
Saiph Capital, LLC 1.25% Add +60.8% 34,765 $3.5M
Atwood & Palmer Inc. 0.19% No change 33,792 $3.4M
Measured Risk Portfolios, Inc. 3.78% Add +317.6% 32,811 $3.3M
G&S Capital LLC 1.13% Reduce -19.8% 31,994 $3.2M
North Forty Two & Co. 2.99% Add +0.8% 31,710 $3.2M
Sowell Financial Services LLC 0.12% Reduce -4.8% 31,624 $3.2M
HighTower Advisors, LLC 0.00% Reduce -0.9% 31,255 $3.1M
Tru Independence Asset Management 2, LLC 1.94% No change 30,831 $3.1M
Curated Wealth Partners LLC 0.33% New 30,250 $3.0M
Mezzasalma Advisors, LLC 0.69% Add +0.8% 28,862 $2.9M
Hunter Associates Investment Management LLC 0.38% Add +152.7% 28,753 $2.9M
Citigroup Inc. 0.00% Add +24.4% 28,377 $2.8M
Cornerstone Advisors Asset Management, LLC 0.46% Reduce -0.5% 28,189 $2.8M
KG Capital Management 0.69% Add +15.8% 26,876 $2.7M
Kestra Private Wealth Services, LLC 0.03% Reduce -3.8% 26,643 $2.7M
Hara Capital LLC 1.42% Reduce -40.5% 25,388 $2.5M
Atlas Legacy Advisors, LLC 0.45% Add +10.0% 25,382 $2.5M
Vicus Capital 0.19% Add +2.1% 24,984 $2.5M
Brooks, Moore & Associates, Inc. 1.22% Add +8.1% 24,840 $2.5M
Legacy Wealth Managment, LLC 1.17% Reduce -20.6% 24,475 $2.4M
Kovack Advisors, Inc. 0.12% New 24,332 $2.4M
Wealthspire Advisors, LLC 0.02% Reduce -21.1% 23,968 $2.4M
US Bancorp \de 0.00% Reduce -6.5% 23,786 $2.4M
Avalon Capital Management 0.56% Reduce -11.0% 23,327 $2.3M
Guyasuta Investment Advisors Inc. 0.13% Reduce -23.1% 22,278 $2.2M
Apollon Wealth Management, LLC 0.04% Reduce -13.0% 21,942 $2.2M
Tectonic Advisors LLC 0.11% Reduce -2.7% 21,511 $2.1M
Redhawk Wealth Advisors, Inc. 0.24% Reduce -2.8% 21,463 $2.1M
Successful Portfolios LLC 1.09% Add +0.9% 21,399 $2.1M
Elevation Point Wealth Partners, LLC 0.10% Add +1.4% 21,274 $2.1M
Vestmark Advisory Solutions, Inc. 0.03% Add +1.4% 21,274 $2.1M
Cwm, LLC 0.01% Reduce -10.9% 20,755 $2.1M
Centaurus Financial, Inc. 0.09% Add +12.9% 20,733 $2.1M
Orin Green Financial, LLC 0.80% No change 20,106 $2.0M
Caprock Group, LLC 0.04% Add +273.3% 19,545 $2.0M
BridgePort Financial Solutions, LLC 0.52% Reduce -5.9% 19,414 $1.9M
Everest Private Wealth 1.07% Reduce -47.5% 19,242 $1.9M
Pflug Koory, LLC 0.89% Reduce -2.0% 19,081 $1.9M
Turtle Creek Wealth Advisors, LLC 0.14% Add +184.1% 18,422 $1.8M
Sanctuary Advisors, LLC 0.01% Add +28.2% 18,172 $1.8M
Gerber Kawasaki Wealth & Investment Management 0.06% Add +502.9% 18,164 $1.8M
HRT Financial LP 0.01% Add +141.4% 17,646 $1.8M
Westside Investment Management, Inc. 0.28% Add +1.4% 17,518 $1.8M
Hardworking Capital Advisors, LLC 1.55% — 17,095 $1.7M
Arvest Investments, Inc. 0.24% Add +3.1% 16,918 $1.7M
Ignite Planners, LLC 0.26% Add +3.1% 16,872 $1.7M
Blue Zone Wealth Advisors, LLC 0.32% New 16,895 $1.7M
Birchcreek Wealth Management, LLC 0.81% Add +34.5% 16,487 $1.6M
Beacon Pointe Advisors, LLC 0.01% Add +43.6% 16,197 $1.6M
Barnes Dennig Private Wealth Management LLC 1.56% Add +14.5% 15,561 $1.6M
Potentia Wealth 0.57% Reduce -2.3% 15,516 $1.6M
Integrity Alliance, Llc. 0.06% New 15,419 $1.5M
SFG Wealth Management, LLC. 0.60% New 15,381 $1.5M
Blume Capital Management, Inc. 0.28% Reduce -75.5% 15,181 $1.5M
Jacobi Capital Management LLC 0.09% Add +27.5% 15,158 $1.5M
GPS Wealth Strategies Group, LLC 1.29% Add +1577.7% 15,150 $1.5M
Victory Financial Group, LLC 0.19% Reduce -9.1% 14,862 $1.5M
Salvus Wealth Management, LLC 0.82% Add +10.4% 14,666 $1.5M
Selby Wealth Management, LLC 0.58% — 14,474 $1.4M
Main Street Group, LTD 0.49% Reduce -76.1% 14,128 $1.4M
Peak Asset Management, LLC 0.24% Add +18.6% 14,114 $1.4M
Quadcap Wealth Management, LLC 0.15% Reduce -6.8% 12,840 $1.3M
Elevation Capital Advisory, LLC 0.52% New 12,698 $1.3M
Sugar Maple Asset Management, LLC 0.85% Reduce -1.9% 12,620 $1.3M
Intellectus Partners, LLC 0.24% Reduce -12.5% 12,538 $1.3M
Atomic Invest LLC 0.71% — 12,507 $1.3M
Beacon Financial Group 0.12% Reduce -27.5% 12,476 $1.2M
Global View Capital Management LLC 0.23% Reduce -0.0% 12,222 $1.2M
Titan Global Capital Management USA LLC 0.17% Add +48.8% 11,719 $1.2M
Bourgeon Capital Management LLC 0.19% Reduce -3.0% 11,702 $1.2M
Inscription Capital, LLC 0.12% Add +5.2% 11,673 $1.2M
Harbour Capital Advisors, LLC 0.24% New 11,650 $1.2M
Narus Financial Partners, LLC 0.32% Reduce -0.5% 11,639 $1.2M
Burney Co./ 0.04% Reduce -7.8% 11,463 $1.1M
Delta Investment Management, LLC 0.20% Reduce -10.8% 11,452 $1.1M
Capital Asset Advisory Services LLC 0.04% Reduce -34.9% 11,181 $1.1M
Retireful, LLC 1.39% Reduce -71.7% 11,072 $1.1M
U.S. Capital Wealth Advisors, LLC 0.03% Reduce -7.1% 11,069 $1.1M
Hamilton Capital, LLC 0.05% — 10,708 $1.1M
Copley Financial Group, Inc. 0.66% Add +125.3% 10,661 $1.1M
Lido Advisors, LLC 0.00% Add +4.4% 10,568 $1.1M
Thryve Wealth Management LLC 0.51% — 10,412 $1.0M
Jane Street Group, LLC 0.00% Reduce -42.7% 10,035 $1.0M
Wolff Wiese Magana LLC 0.55% Reduce -9.8% 10,034 $1.0M
Cannon Advisors, Inc. 0.69% Add +48.4% 9,822 $983K
Stratos Wealth Partners, LTD. 0.01% Add +21.8% 9,805 $980K
Strategic Wealth Partners, Ltd. 0.06% Reduce -82.0% 9,278 $927K
Comerica Bank 0.00% Reduce -51.4% 9,228 $922K
Valmark Advisers, Inc. 0.01% Reduce -23.4% 9,176 $917K
Trevian Wealth Management LLC 0.43% New 9,085 $908K
Compound Planning, Inc. 0.03% Reduce -35.3% 8,949 $894K
Stratos Wealth Advisors, LLC 0.04% Add +41.7% 8,747 $874K
Symphony Financial, Ltd. Co. 0.12% New 8,738 $873K
Global Retirement Partners, LLC 0.02% Add +42.3% 8,690 $869K
Prime Capital Investment Advisors, LLC 0.01% Add +59.3% 8,685 $868K
Stephens Inc. 0.01% Reduce -0.6% 8,672 $867K
Blue Trust, Inc. 0.01% Add +1.2% 8,608 $860K
Coyle Financial Counsel LLC 0.18% Add +7.6% 8,590 $858K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.05% New 8,583 $858K
Two Sigma Securities, LLC 0.12% Reduce -6.8% 8,462 $846K
Activest Wealth Management 0.16% Add +140400.0% 8,430 $842K
Waverly Advisors, LLC 0.01% Add +51.9% 8,240 $824K
Modera Wealth Management, LLC 0.01% Add +3.6% 8,124 $812K
VVR Holdings LLC 0.42% — 8,112 $811K
Tiaa Trust, National Association 0.00% Reduce -13.4% 8,102 $810K
Blair William & Co. 0.00% Add +1.9% 8,099 $809K
Valeo Financial Advisors, LLC 0.02% New 8,086 $808K
BlackRock, Inc. 0.00% Add +39.9% 8,086 $808K
Legacy Wealth Partners, LLC 0.21% — 8,055 $805K
Ieq Capital, LLC 0.00% Reduce -6.5% 8,043 $804K
AE Wealth Management LLC 0.00% Add +49.9% 8,040 $803K
Concurrent Investment Advisors, LLC 0.01% Add +172.2% 8,004 $800K
Cairn Investment Group, Inc. 0.38% Reduce -1.0% 7,920 $792K
Bravias Capital Group, LLC 0.48% Reduce -0.5% 7,898 $789K
Triumph Capital Management 0.17% Reduce -21.9% 7,854 $785K
Nations Financial Group Inc, /Ia/ 0.04% New 7,696 $769K
Hilltop Holdings Inc. 0.05% Add +28.6% 7,599 $759K
IFC Advisors LLC 0.11% New 7,507 $750K
Beto Financial Group, LLC 0.50% — 7,474 $747K
Clearwater Capital Advisors, LLC 0.06% Reduce -25.0% 7,460 $746K
Peak Planning Group, LLC 0.21% New 7,441 $744K
Silver Coast Investments LLC 0.25% Reduce -21.9% 7,375 $737K
Archvest Wealth Advisors, Inc. 0.47% Add +88.4% 7,369 $736K
Mengis Capital Management, Inc. 0.13% Add +23.1% 7,332 $733K
Silicon Valley Capital Partners 0.07% Add +32.4% 7,308 $730K
Occidental Asset Management, LLC 0.09% No change 7,302 $730K
Magnus Financial Group LLC 0.06% Add +39.2% 7,288 $728K
Objective Capital Management, LLC 0.73% New 7,148 $714K
Chatham Capital Group, Inc. 0.10% Reduce -10.1% 7,120 $712K
FSC Wealth Advisors, LLC 1.14% Reduce -67.3% 7,060 $706K
Essex Financial Services, Inc. 0.04% Reduce -0.5% 7,058 $705K
Single Point Partners, LLC 0.14% Reduce -13.7% 6,861 $686K
Arkadios Wealth Advisors 0.01% Add +88.8% 6,606 $660K
Founders Financial Securities LLC 0.04% New 6,429 $642K
United Capital Financial Advisors, LLC 0.00% Reduce -6.6% 6,383 $638K
Alterna Wealth Management, Inc. 0.53% Reduce -7.1% 6,382 $638K
Carr Financial Group Corp 0.17% Reduce -12.5% 6,293 $629K
Advisory Services Network, LLC 0.01% Add +13.5% 6,214 $621K
Western Wealth Management, LLC 0.03% New 6,144 $614K
International Assets Investment Management, LLC 0.04% Add +94.1% 6,143 $614K
Asset One Wealth Management LLC 0.08% — 5,755 $575K
World Investment Advisors 0.01% New 5,645 $564K
Fermata Advisors, LLC 0.13% Reduce -26.4% 5,620 $562K
North Berkeley Wealth Management, LLC 0.33% New 5,515 $551K
Rock Point Advisors, LLC 0.14% Reduce -8.3% 5,488 $548K
Investment Partners Asset Management, Inc. 0.34% Reduce -1.1% 5,441 $544K
Belpointe Asset Management LLC 0.02% Add +87.6% 5,326 $532K
Kelman-Lazarov, Inc. 0.08% Reduce -18.5% 5,283 $528K
Fourpath Capital Management, LLC 0.07% Add +40.4% 5,264 $526K
Tradition Wealth Management, LLC 0.04% Add +2.3% 5,114 $511K
Private Trust Co. NA 0.04% Add +23.7% 5,074 $507K
High Probability Advisors, LLC 0.06% Add +1.0% 4,842 $484K
NorthRock Partners, LLC 0.01% New 4,806 $480K
Fort Sheridan Advisors LLC 0.06% Add +86.5% 4,691 $469K
Concorde Asset Management, LLC 0.19% New 4,677 $467K
Synergy Financial Group, LTD 0.31% Add +21.5% 4,372 $437K
Lake Street Private Wealth, LLC 0.05% Reduce -1.2% 4,309 $431K
Savvy Advisors, Inc. 0.01% Add +2.6% 4,120 $412K
Geneos Wealth Management Inc. 0.01% Add +48.6% 4,012 $401K
Ted Buchan & Co 0.15% No change 4,000 $400K
Cresset Asset Management, LLC 0.00% Add +5.6% 3,940 $395K
Lodestar Private Asset Management LLC 0.04% New 3,897 $389K
TKG Advisors, LLC 0.15% Reduce -9.5% 3,818 $382K
RHS Financial, LLC 0.18% Reduce -12.3% 3,663 $366K
Strategic Family Wealth Counselors, L.L.C. 0.08% Add +62.2% 3,588 $359K
Independent Financial Group, LLC 0.01% Reduce -39.5% 3,451 $345K
Falcon Wealth Planning 0.03% Add +54.9% 3,432 $343K
IFP Advisors, Inc 0.01% Reduce -7.0% 3,409 $341K
Adamsbrown Wealth Consultants LLC 0.09% Reduce -30.8% 3,372 $337K
Pinnacle Financial Partners, Inc. 0.00% — 3,337 $334K
Adapt Wealth Advisors, LLC 0.11% No change 3,320 $332K
AlphaCore Capital LLC 0.01% Add +49.6% 3,219 $323K
Foundations Investment Advisors, LLC 0.00% New 3,208 $321K
Morton Capital Management LLC 0.05% Add +0.1% 3,202 $320K
Upper Left Wealth Management, LLC 0.19% Reduce -3.7% 3,148 $315K
Hibernia Wealth Partners, LLC 0.09% New 3,135 $313K
Orion Porfolio Solutions, LLC 0.00% Reduce -4.5% 3,093 $309K
Prosperity Financial Group, Inc. 0.11% New 3,071 $307K
Kingsview Wealth Management, LLC 0.00% Add +32.4% 2,990 $299K
Allworth Financial LP 0.00% No change 2,956 $295K
PFG Advisors 0.01% Add +0.8% 2,847 $285K
GTS Securities LLC 0.01% New 2,825 $282K
TrueMark Investments, LLC 0.05% New 2,756 $275K
Pin Oak Investment Advisors Inc. 0.19% No change 2,750 $275K
Acorn Wealth Advisors, LLC 0.08% Add +1.1% 2,715 $271K
Moors & Cabot, Inc. 0.01% No change 2,700 $270K
Global Assets Advisory, LLC 0.08% Add +16.1% 2,666 $266K
Fiduciary Trust Co 0.00% Reduce -3.6% 2,666 $266K
Harborfront Financial Group LLC 1.98% — 2,662 $266K
Kestra Investment Management, LLC 0.01% New 2,653 $265K
Keystone Wealth Services, LLC 0.06% Reduce -30.4% 2,611 $261K
Susquehanna International Group, LLP 0.00% New 2,606 $260K
Aptus Capital Advisors, LLC 0.00% Add +23.4% 2,484 $248K
Five Oceans Advisors 0.09% Reduce -25.5% 2,480 $248K
Values First Advisors, Inc. 0.13% Add +1.7% 2,460 $246K
Prospera Financial Services Inc 0.00% New 2,446 $244K
Sightline Wealth Advisors, LLC 0.10% Reduce -7.1% 2,413 $241K
Ascentis Independent Advisors 0.04% New 2,392 $239K
Navalign, LLC 0.06% No change 2,385 $238K
Mercer Global Advisors Inc. 0.00% Reduce -43.3% 2,369 $237K
Holderness Investments Co. 0.04% Add +0.4% 2,200 $220K
Haverford Trust Co 0.00% No change 2,200 $220K
Cary Street Partners Financial LLC 0.01% Reduce -2.3% 2,173 $217K
Fulcrum Wealth Advisors, LLC 0.18% — 2,131 $213K
Moneta Group Investment Advisors LLC 0.00% New 2,123 $212K
Camelot Portfolios, LLC 0.13% Reduce -2.0% 2,091 $209K
Cane Capital Partners, LLC 0.09% — 2,050 $205K
HBW Advisory Services LLC 0.02% Add +0.8% 2,017 $202K
Kathmere Capital Management, LLC 0.01% No change 2,008 $201K
AdvisorNet Financial, Inc 0.01% Add +4.3% 1,976 $198K
Investors Research Corp 0.03% Add +3.6% 1,791 $179K
Cohalo Advisory LLC 12.62% Reduce -0.6% 1,703 $170K
Spire Wealth Management 0.01% No change 1,676 $167K
EPG Wealth Management LLC 0.04% New 1,597 $160K
O'shaughnessy Asset Management, LLC 0.00% Reduce -36.9% 1,453 $145K
CX Institutional 0.00% Reduce -26.9% 1,186 $119K
Migdal Insurance & Financial Holdings Ltd. 0.00% No change 1,025 $102K
CoreCap Advisors, LLC 0.00% Reduce -9.4% 919 $92K
Princeton Global Asset Management LLC 0.01% No change 905 $90K
Allspring Global Investments Holdings, LLC 0.00% No change 779 $78K
Tower Research Capital LLC (TRC) 0.00% New 688 $69K
Caldwell Trust Co 0.01% New 641 $64K
Golden State Wealth Management, LLC 0.01% Add +0.9% 639 $64K
Creative Financial Designs Inc. 0.00% No change 570 $57K
Cape Investment Advisory, Inc. 0.02% Reduce -0.9% 553 $55K
Assetmark, Inc. 0.00% Add +49300.0% 494 $49K
MAI Capital Management 0.00% Reduce -1.8% 486 $49K
Friedenthal Financial 0.02% Reduce -27.3% 440 $44K
Harbour Investments, Inc. 0.00% No change 379 $38K
IMG Wealth Management, Inc. 0.02% Add +0.9% 324 $32K
Maseco LLP 0.00% New 246 $25K
Kingdom Financial Group LLC. 0.01% New 240 $24K
WealthCollab, LLC 0.01% No change 236 $24K
FMR LLC 0.00% Add +161.0% 214 $21K
Curio Wealth, LLC 0.01% No change 158 $16K
Parallel Advisors, LLC 0.00% Add +58.0% 158 $16K
HFM Investment Advisors, LLC 0.01% Add +27.6% 157 $16K
Hollencrest Capital Management 0.00% Reduce -74.6% 150 $15K
Networth Advisors, LLC 0.01% — 140 $14K
SOA Wealth Advisors, LLC. 0.00% Add +1.7% 122 $12K
CIBC Private Wealth Group LLC 0.00% New 114 $11K
Smartleaf Asset Management LLC 0.00% Reduce -15.0% 68 $7K
Blueline Advisors LLC 0.00% — 60 $6K
Optima Capital LLC 0.00% New 59 $6K
Colonial Trust Advisors 0.00% Reduce -8.2% 45 $5K
GGM Financial LLC 0.00% Reduce -18.5% 22 $2K
Imprint Wealth LLC 0.01% Reduce -50.0% 11 $1K
BNP Paribas Financial Markets 0.00% Reduce -100.0% 10 $999
Vision Financial Markets LLC 0.00% No change 7 $623
Russell Investments Group, Ltd. 0.00% New 6 $600
Realta Investment Advisors 0.00% No change 4 $425
Lloyd Advisory Services, LLC. 0.00% New 4 $400
Medallion Wealth Advisors, LLC 0.00% New 4 $400
Quaker Wealth Management, LLC 0.00% New 3 $300
Key Financial Inc 0.00% Reduce -95.5% 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.