Goldman Activebeta US LC ETFGSLCETF

13F holders, Q4 2025 (December 31)
612holders +52
63new positions
27sold out
3famous investors
$132.38avg. 13F price*

At the end of Q4 2025, 612 institutions reported holding Goldman Activebeta US LC ETF (GSLC) in their 13F filings, up 52 from Q3 2025. 63 opened new positions and 27 sold out. The largest holders were Wells Fargo & Company ($3.7B), Northwestern Mutual Wealth Management Co. ($936.9M) and Betterment LLC ($795.0M). 3 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Goldman Activebeta US LC ETF
CUSIP
381430503
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 471Q1 2024Q2 2024: 483Q2 2024Q3 2024: 490Q3 2024Q4 2024: 541Q4 2024Q1 2025: 539Q1 2025Q2 2025: 539Q2 2025Q3 2025: 560Q3 2025Q4 2025: 612Q4 2025Q1 2026: 599Q1 2026Q2 2026: 642Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions63$27.1M
Exits27$21.4M

All 13F filers, Q3 2025 → Q4 2025: 2,947,630 shares bought and 1,827,229 shares sold, net +1,120,401 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 612 holders

Wells Fargo & Company 0.73% Add +0.6% 28,018,723 $3.7B
Northwestern Mutual Wealth Management Co. 0.59% Add +4.1% 7,077,759 $936.9M
Betterment LLC 1.51% Add +2.7% 6,005,716 $795.0M
Morgan Stanley 0.04% Reduce -4.7% 5,577,959 $738.4M
Signature Estate & Investment Advisors LLC 14.21% Add +20.3% 5,324,452 $704.8M
LPL Financial LLC 0.11% Add +3.1% 3,163,844 $418.8M
Bank of America Corp. 0.03% Reduce -0.6% 2,975,406 $393.9M
Goldman Sachs Group Inc. 0.05% Add +3.0% 2,508,965 $332.1M
Envestnet Asset Management Inc. 0.10% Reduce -2.9% 2,438,908 $322.8M
RiverFront Investment Group, LLC 4.09% Add +1.4% 1,873,038 $247.9M
SigFig Wealth Management, LLC 6.87% Add +1.2% 1,741,344 $230.5M
HB Wealth Management, LLC 1.04% Add +5.5% 1,211,257 $160.3M
Glenview Trust Co 2.37% Reduce -0.9% 1,160,528 $153.6M
Raymond James Financial Inc. 0.05% Add +0.9% 1,150,886 $152.3M
Cetera Investment Advisers 0.14% Add +1.9% 1,002,434 $132.7M
Financial Management Professionals, Inc. 11.34% Reduce -3.5% 830,563 $109.9M
Sfmg, LLC 7.37% Add +1.4% 829,135 $109.8M
High Probability Advisors, LLC 14.31% Reduce -0.0% 810,913 $107.3M
Goldstein Advisors, LLC 10.19% Add +2.4% 675,305 $89.4M
Royal Bank of Canada 0.02% Reduce -4.8% 667,692 $88.4M
SkyView Investment Advisors, LLC 10.90% Reduce -3.8% 652,451 $86.3M
OneDigital Investment Advisors LLC 0.84% Reduce -3.9% 650,625 $86.1M
Riverpoint Wealth Management Holdings, LLC 18.25% Reduce -0.8% 642,062 $85.0M
UBS Group AG 0.02% Reduce -0.9% 578,476 $76.6M
Lifelong Wealth Advisors, Inc. 19.04% Reduce -0.8% 540,576 $71.6M
Hennion & Walsh Asset Management, Inc. 2.43% Add +1.6% 532,053 $70.4M
Wealth Enhancement Advisory Services, LLC 0.09% Reduce -0.8% 500,324 $67.2M
Penney Financial, LLC 24.14% Add +8.4% 472,644 $62.6M
First Foundation Advisors 2.33% Reduce -3.6% 467,341 $61.9M
Leo Wealth, LLC 4.41% Add +89.5% 459,182 $60.8M
Orion Porfolio Solutions, LLC 0.42% Reduce -2.8% 434,751 $57.5M
Commonwealth Equity Services, LLC 0.08% Reduce -6.8% 434,589 $57.5M
Appleton Partners Inc. 3.69% Reduce -1.5% 423,087 $56.0M
HighTower Advisors, LLC 0.06% Add +1.9% 413,513 $54.7M
Droms Strauss Advisors Inc. /Mo/ 13.20% Reduce -0.3% 378,951 $50.2M
JPMorgan Chase & Co. 0.00% Add +7.9% 362,065 $47.9M
Hunter Associates Investment Management LLC 6.31% Add +5.4% 356,362 $47.2M
Steward Partners Investment Advisory, LLC 0.25% Reduce -1.9% 347,021 $45.9M
Baird Financial Group, Inc. 0.07% Add +18.4% 344,376 $45.6M
Kintra Wealth, LLC 6.29% Reduce -8.5% 340,429 $45.1M
IAG Wealth Partners, LLC 5.03% Reduce -3.5% 327,865 $43.4M
Dynamic Advisor Solutions LLC 1.37% Reduce -0.8% 322,642 $42.7M
Janney Montgomery Scott LLC 0.10% Reduce -0.1% 322,214 $42.7M
RFG Advisory, LLC 0.74% Add +139.8% 297,487 $39.4M
Axxcess Wealth Management, LLC 0.65% Add +2.7% 274,189 $36.3M
AQR Capital Management 0.02% Add +0.3% 269,341 $35.7M
Corient Private Wealth LP 0.05% Reduce -1.3% 265,307 $35.1M
Principal Securities, Inc. 0.52% Add +1.3% 255,255 $33.8M
Osaic Holdings, Inc. 0.05% Add +1.3% 245,785 $32.6M
Captrust Financial Advisors 0.06% Add +2.2% 225,197 $29.8M
Cornerstone Advisory, LLC 2.81% Reduce -1.3% 223,014 $29.5M
Sanctuary Advisors, LLC 0.16% Reduce -70.2% 217,959 $28.9M
Kelman-Lazarov, Inc. 4.03% Reduce -6.5% 213,417 $28.3M
1900 Wealth Management LLC 1.73% Reduce -2.8% 204,088 $27.0M
&partners 0.14% Reduce -1.0% 200,233 $26.5M
VAUGHAN & Co SECURITIES, INC. 12.77% Add +2.3% 186,550 $24.7M
Targeted Financial Services LLC 21.10% — 184,990 $24.5M
Centurion Wealth Management LLC 5.34% Add +0.9% 183,547 $24.3M
Gladstone Institutional Advisory LLC 0.90% Reduce -0.3% 179,452 $23.8M
Retirement Planning Group, LLC 0.77% Reduce -4.3% 176,631 $23.4M
GFG Capital, LLC 8.04% Reduce -1.4% 170,435 $22.6M
NorthStar Asset Management LLC 10.09% Add +3.4% 169,467 $22.4M
MAI Capital Management 0.13% Reduce -0.4% 168,309 $22.3M
Kings Path Partners LLC 7.56% Add +2.0% 163,050 $21.6M
Private Advisor Group, LLC 0.10% Reduce -0.4% 157,008 $20.8M
Focus Partners Wealth 0.02% Reduce -11.5% 147,334 $19.5M
Allworth Financial LP 0.08% Reduce -0.3% 147,147 $19.5M
Arvest Investments, Inc. 2.68% Add +0.3% 144,073 $19.1M
Gratus Wealth Advisors, LLC 2.61% Add +0.8% 142,304 $18.8M
Inscription Capital, LLC 1.92% Add +5.2% 140,933 $18.7M
Envestnet Portfolio Solutions, Inc. 0.07% Add +21.6% 140,700 $18.6M
Paul R. Ried Financial Group, LLC 8.78% Add +0.6% 140,402 $18.6M
Mercer Global Advisors Inc. 0.03% Add +0.3% 140,175 $18.6M
Acima Private Wealth, LLC 5.71% Reduce -14.8% 139,061 $18.4M
Lido Advisors, LLC 0.07% Reduce -0.2% 138,528 $18.1M
Silicon Valley Capital Partners 1.63% Reduce -0.3% 135,408 $17.9M
Horizon Family Wealth, Inc. 9.52% Reduce -2.2% 135,073 $17.9M
GeoWealth Management, LLC 0.65% Add +9.1% 132,840 $17.6M
AlphaCore Capital LLC 0.37% Reduce -11.3% 123,069 $16.3M
Mariner, LLC 0.02% Reduce -3.1% 123,056 $16.3M
CoreCap Advisors, LLC 0.57% Add +4.6% 122,441 $16.2M
Lincoln Capital Corp. 5.70% Reduce -5.5% 121,238 $16.0M
Nabity-Jensen Investment Management Inc 10.62% Reduce -1.7% 118,513 $15.7M
Worth Financial Advisory Group, LLC 7.59% Add +0.3% 118,320 $15.7M
Canvas Wealth Advisors, LLC 2.53% Add +2.0% 112,536 $14.9M
Novare Capital Management LLC 1.07% Add +1.7% 108,338 $14.3M
Ledyard National Bank 1.16% Reduce -1.4% 101,781 $13.5M
FMR LLC 0.00% Add +7.1% 98,379 $13.0M
XML Financial, LLC 1.06% Reduce -5.7% 98,121 $13.0M
Strategic Financial Services, Inc. 0.60% Reduce -1.9% 96,907 $12.9M
Family Manage LLC 1.62% Reduce -0.6% 96,667 $12.8M
Regal Investment Advisors LLC 0.76% Reduce -4.5% 95,434 $12.6M
Capital Advisors, Ltd. LLC 1.40% Reduce -1.5% 93,596 $12.4M
Hixon Zuercher, LLC 3.73% Add +0.4% 92,941 $12.3M
Cozad Asset Management Inc. 0.94% Reduce -6.2% 91,970 $12.2M
Rockefeller Capital Management L.P. 0.02% Add +7.5% 85,108 $11.3M
Truist Financial Corp. 0.01% Add +0.6% 82,299 $10.9M
Nicholson Meyer Capital Management, Inc. 8.16% Add +0.9% 81,487 $10.8M
Randall & Associates Wealth Management 7.46% Reduce -2.1% 81,297 $10.8M
Sowell Financial Services LLC 0.39% Reduce -3.1% 79,877 $10.6M
Comerica Bank 0.04% Reduce -11.4% 79,611 $10.5M
Creative Planning 0.01% Add +2.7% 79,407 $10.5M
Stephens Inc. 0.13% Add +0.0% 77,569 $10.3M
Ticino Wealth 3.79% — 77,145 $10.2M
Parr McKnight Wealth Management Group, LLC 1.32% Reduce -1.0% 76,116 $10.1M
Jones Financial Companies LLLP 0.01% Add +13.5% 74,941 $9.9M
Savant Capital, LLC 0.05% Reduce -3.9% 72,319 $9.6M
PFG Advisors 0.46% Add +1.9% 71,054 $9.4M
NewEdge Advisors, LLC 0.03% Reduce -13.4% 69,664 $9.2M
Royal Harbor Partners, LLC 3.05% Add +0.8% 69,625 $9.2M
Stifel Financial Corp. 0.01% Reduce -0.6% 65,936 $8.7M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -24.2% 63,916 $8.5M
Keebeck Wealth Management 0.96% Reduce -0.2% 62,948 $8.3M
Lee, Kelleher & Klein Wealth Management 4.91% Reduce -0.4% 62,154 $8.2M
Forbes Financial Planning, Inc. 4.49% Reduce -1.3% 58,025 $7.7M
CFO4Life Group, LLC 1.07% Reduce -4.2% 56,836 $7.5M
Nikulski Financial, Inc. 1.79% Reduce -33.0% 56,601 $7.5M
Cerity Partners LLC 0.01% Add +26.9% 54,843 $7.3M
PFS Partners, LLC 3.28% Reduce -1.0% 54,013 $7.1M
Arkadios Wealth Advisors 0.14% Reduce -16.8% 52,254 $6.9M
First Command Advisory Services, Inc. 0.05% Reduce -6.4% 52,132 $6.9M
CVA Family Office, LLC 0.77% Reduce -0.1% 50,838 $6.7M
Arvest Bank Trust Division 0.36% Reduce -0.2% 50,586 $6.7M
NWF Advisory Services Inc. 0.74% Reduce -4.9% 50,524 $6.7M
Benjamin Edwards Inc. 0.07% Add +0.8% 49,380 $6.5M
Fortress Financial Group, LLC 4.74% Add +2.0% 48,513 $6.4M
Fourth Dimension Wealth, LLC 2.32% Add +0.6% 48,130 $6.4M
Plotkin Financial Advisors, LLC 3.10% Add +693.3% 48,048 $6.4M
Wealthspire Advisors, LLC 0.05% Reduce -26.8% 47,918 $6.3M
Independent Financial Group, LLC 0.14% Reduce -0.5% 46,111 $6.1M
CPC Advisors, LLC 0.59% Reduce -6.0% 44,433 $5.9M
Ashton Thomas Private Wealth, LLC 0.14% Add +7.1% 44,246 $5.9M
Archvest Wealth Advisors, Inc. 3.69% Reduce -8.1% 43,694 $5.8M
Fca Corp. 1.60% Add +1.4% 42,951 $5.7M
MML Investors Services, LLC 0.01% Reduce -25.7% 42,647 $5.6M
Emerald Advisors, LLC 0.73% Reduce -26.2% 40,683 $5.4M
Capital Advisors Wealth Management, LLC 0.69% Reduce -3.0% 38,238 $5.1M
Koshinski Asset Management, Inc. 0.32% Reduce -3.9% 37,307 $4.9M
Nations Financial Group Inc, /Ia/ 0.25% Add +2.7% 36,422 $4.8M
Kathmere Capital Management, LLC 0.32% Reduce -2.8% 35,923 $4.8M
Kestra Advisory Services, LLC 0.02% Add +9.7% 34,943 $4.6M
McAdam, LLC 0.21% Reduce -3.1% 34,817 $4.6M
Texas Yale Capital Corp. 0.14% No change 34,799 $4.6M
Equitable Holdings, Inc. 0.03% Add +8.8% 33,238 $4.4M
Vise Technologies, Inc. 0.09% Add +484.7% 33,230 $4.4M
Harbour Investments, Inc. 0.09% Add +80.4% 32,693 $4.3M
Parsons Capital Management Inc. 0.23% Add +5.2% 32,113 $4.3M
Genesis Private Wealth, LLC 1.32% New 32,024 $4.2M
SkyOak Wealth, LLC 0.76% Reduce -3.7% 32,016 $4.2M
Integrated Wealth Concepts LLC 0.05% Reduce -22.9% 31,162 $4.1M
Gilbert Capital Group, Inc. 3.00% Reduce -57.5% 30,181 $4.0M
Cedar Point Capital Partners, LLC 2.50% Add +8.7% 29,568 $3.9M
Endeavor Private Wealth, Inc. 1.10% Reduce -48.2% 29,040 $3.8M
Clearwater Capital Advisors, LLC 0.32% Reduce -7.5% 28,644 $3.8M
Wealthfront Advisers LLC 0.01% Reduce -2.6% 28,550 $3.8M
Avidian Wealth Enterprises, LLC 0.14% Reduce -41.1% 28,063 $3.7M
Mengis Capital Management, Inc. 0.66% Add +1.6% 27,923 $3.7M
American National Bank & Trust 0.35% Reduce -2.1% 27,772 $3.7M
Dynamic Wealth Strategies, LLC 2.14% Add +11.2% 27,162 $3.6M
Apollon Wealth Management, LLC 0.06% Add +5.2% 26,631 $3.5M
Advisors Capital Management, LLC 0.04% Add +8.1% 26,064 $3.5M
Cliftonlarsonallen Wealth Advisors, LLC 0.05% Reduce -1.4% 25,416 $3.4M
Elmwood Wealth Management, Inc. 1.06% Reduce -3.6% 25,304 $3.3M
Bank of New York Mellon Corp 0.00% Reduce -0.2% 24,608 $3.3M
Regions Financial Corp. 0.02% Add +10.4% 24,173 $3.2M
Thrivent Financial for Lutherans 0.01% Add +8.3% 23,423 $3.1M
Focus Partners Advisor Solutions, LLC 0.04% Reduce -3.6% 23,549 $3.1M
Natixis Advisors, LLC 0.00% Add +14.9% 23,335 $3.1M
Shufro Rose & Co. LLC 0.21% Reduce -1.6% 23,208 $3.1M
Merit Financial Group, LLC 0.02% Add +1.9% 23,139 $3.1M
E&G Advisors, LLC 0.67% No change 22,665 $3.0M
Mason & Associates Inc 0.56% Reduce -7.8% 22,492 $3.0M
Integrated Wealthcare, LLC 2.48% — 22,273 $2.9M
Northern Trust Corp. 0.00% Add +0.4% 22,016 $2.9M
Ascension Capital Advisors, Inc. 0.98% Reduce -0.7% 21,667 $2.9M
Ancora Advisors LLC 0.06% Add +51.7% 21,416 $2.8M
LifePlan Investment Advisors, Inc. 1.12% Add +11.6% 20,843 $2.8M
Everest Private Wealth 1.51% Reduce -3.6% 20,422 $2.7M
Moneco Advisors, LLC 0.21% Reduce -1.7% 20,347 $2.7M
Ameriprise Financial Inc. 0.00% Add +25.0% 20,266 $2.7M
Cassaday & Co Wealth Management LLC 0.06% Reduce -0.1% 19,760 $2.6M
Innovative Wealth Building LLC 1.84% Reduce -6.9% 19,078 $2.5M
Ducere Wealth Management LLC 0.96% — 18,790 $2.5M
TigerOak Management, L.L.C. 0.74% Reduce -5.1% 18,290 $2.4M
AE Wealth Management LLC 0.01% Add +771.9% 18,152 $2.4M
Sierra Capital LLC 0.25% No change 18,024 $2.4M
Legacy Advisors, LLC 0.26% Add +1.7% 17,980 $2.4M
J.W. Cole Advisors, Inc. 0.06% Add +4.2% 17,908 $2.3M
Hopwood Financial Services, Inc. 1.64% No change 17,609 $2.3M
Stonehearth Capital Management, LLC 0.86% Add +0.4% 17,550 $2.3M
Global Retirement Partners, LLC 0.04% Add +5.7% 17,388 $2.3M
Meridian Wealth Management, LLC 0.08% Reduce -3.1% 17,336 $2.3M
Dopkins Wealth Management, LLC 0.90% Reduce -0.7% 16,636 $2.2M
Strategic Family Wealth Counselors, L.L.C. 0.49% Add +0.0% 16,672 $2.2M
YHB Investment Advisors, Inc. 0.15% Add +0.4% 16,162 $2.1M
Eaton Financial Holdings Company, LLC 0.57% Reduce -6.0% 16,098 $2.1M
BlackRock, Inc. 0.00% Add +34.0% 16,016 $2.1M
Kestra Private Wealth Services, LLC 0.03% Reduce -18.1% 16,015 $2.1M
O'shaughnessy Asset Management, LLC 0.01% Add +72.9% 15,566 $2.1M
Founders Financial Securities LLC 0.12% New 15,267 $2.0M
Dumont & Blake Investment Advisors LLC 0.48% Add +6.5% 15,180 $2.0M
Quantinno Capital Management LP 0.00% Add +53.7% 15,156 $2.0M
Great Valley Advisor Group, Inc. 0.04% Reduce -0.5% 15,034 $2.0M
Lloyd Advisory Services, LLC. 0.74% New 14,378 $1.9M
Great Lakes Advisors, LLC 0.02% Reduce -0.3% 13,970 $1.8M
Herold Advisors, Inc. 0.41% Reduce -13.0% 13,942 $1.8M
WBH Advisory Inc. 0.13% Reduce -0.3% 13,667 $1.8M
Armstrong Advisory Group, Inc. 0.12% Reduce -0.1% 13,625 $1.8M
Valley Wealth Managers, Inc. 0.12% Reduce -6.5% 13,601 $1.8M
Maia Wealth LLC 0.31% Reduce -4.2% 13,650 $1.8M
Clearstead Advisors, LLC 0.02% Reduce -2.8% 13,183 $1.7M
Mgo One Seven LLC 0.04% Add +67.7% 13,160 $1.7M
Sax Wealth Advisors, LLC 0.08% Add +256.2% 13,047 $1.7M
Cwm, LLC 0.00% Reduce -3.8% 12,937 $1.7M
Hamilton Wealth, LLC 0.32% Add +4.3% 12,837 $1.7M
World Investment Advisors 0.03% New 12,653 $1.7M
C2C Wealth Management, LLC 1.40% No change 12,580 $1.7M
Diversify Advisory Services, LLC 0.05% New 12,413 $1.7M
Citadel Advisors 0.00% Reduce -34.1% 12,305 $1.6M
Bank of Montreal 0.00% Reduce -3.0% 12,295 $1.6M
Oppenheimer & Co. Inc. 0.02% Add +123.1% 12,294 $1.6M
Fiduciary Alliance LLC 0.11% Add +8.0% 12,278 $1.6M
Farmers & Merchants Investments Inc. 0.04% No change 11,741 $1.6M
CFS Investment Advisory Services, LLC 0.11% Reduce -2.0% 11,446 $1.5M
Prosperity Financial Group, Inc. 0.54% Reduce -0.4% 11,354 $1.5M
Vicus Capital 0.11% Reduce -7.7% 11,350 $1.5M
Syntegra Private Wealth Group, LLC 0.14% Reduce -0.3% 11,106 $1.5M
GTS Securities LLC 0.05% New 11,102 $1.5M
Renaissance Technologies 0.00% Reduce -34.7% 11,100 $1.5M
HighPoint Advisor Group LLC 0.03% New 10,988 $1.5M
Stratos Wealth Advisors, LLC 0.07% Reduce -2.0% 10,917 $1.4M
Advisory Services Network, LLC 0.02% Add +0.7% 10,844 $1.4M
PNC Financial Services Group, Inc. 0.00% Add +11.7% 10,842 $1.4M
Edge Financial Advisors LLC 0.60% Reduce -1.1% 10,766 $1.4M
Tobias Financial Advisors, Inc. 0.20% No change 10,687 $1.4M
NewEdge Wealth, LLC 0.02% Add +12.3% 10,686 $1.4M
Fiduciary Trust Co 0.02% No change 10,599 $1.4M
Assetmark, Inc. 0.00% Add +19.9% 10,533 $1.4M
Modern Wealth Management, LLC 0.03% Reduce -1.8% 10,339 $1.4M
Commonwealth Financial Services, LLC 0.22% Add +0.0% 10,268 $1.4M
Texas Capital Bank Wealth Management Services Inc 0.08% Add +9.3% 10,007 $1.3M
Apex Wealth Management, LLC 1.34% Add +0.2% 9,829 $1.3M
Susquehanna International Group, LLP 0.00% New 9,706 $1.3M
Evoke Wealth, LLC 0.02% No change 9,704 $1.3M
American Trust 0.11% Reduce -12.8% 9,615 $1.3M
Goldstone Financial Group, LLC 0.14% Reduce -4.3% 9,395 $1.2M
Macroview Investment Management LLC 0.85% Reduce -1.3% 9,381 $1.2M
Williams & Novak, LLC 0.93% Reduce -1.8% 9,356 $1.2M
Manning & Napier Advisors LLC 0.02% Add +86.1% 8,973 $1.2M
SageView Advisory Group, LLC 0.04% Reduce -0.6% 8,913 $1.2M
Farther Finance Advisors, LLC 0.01% New 8,887 $1.2M
Advance Capital Management, Inc. 0.05% Add +9.9% 8,745 $1.2M
IFP Advisors, Inc 0.03% Add +2.6% 8,614 $1.1M
RPS Advisory Solutions LLC 0.54% No change 8,586 $1.1M
MB Generational Wealth, LLC 0.59% No change 8,423 $1.1M
Moneta Group Investment Advisors LLC 0.01% Reduce -5.2% 8,415 $1.1M
Montecito Bank & Trust 0.18% No change 8,350 $1.1M
Petros Family Wealth, LLC 0.73% New 8,338 $1.1M
Vanguard Group Inc. 0.00% Add +0.5% 8,332 $1.1M
Spirepoint Private Client, LLC 0.10% Reduce -2.5% 8,097 $1.1M
First American Bank 0.06% No change 7,960 $1.1M
17 Capital Partners, LLC 0.54% Add +29.7% 7,850 $1.0M
Cresset Asset Management, LLC 0.00% Add +19.4% 7,544 $999K
Mission Creek Capital Partners, Inc. 0.20% Add +0.2% 7,469 $989K
Traphagen Investment Advisors LLC 0.08% Reduce -0.5% 7,404 $980K
Private Trust Co. NA 0.09% Add +6.0% 7,373 $976K
Wedbush Securities Inc. 0.03% Reduce -2.9% 7,251 $960K
3Chopt Investment Partners, LLC 0.21% No change 7,075 $937K
Potentia Wealth 0.34% No change 6,913 $915K
Serenus Wealth Advisors, LLC 0.17% No change 6,819 $903K
Rothschild Wealth LLC 0.09% New 6,797 $900K
Old North State Wealth Management, LLC 0.42% Add +0.2% 6,776 $897K
Fidelis Capital Partners, LLC 0.06% Reduce -5.0% 6,751 $894K
TD Capital Management LLC 0.08% Reduce -1.4% 6,689 $885K
Financial Engines Advisors L.L.C. 0.00% Reduce -1.1% 6,687 $885K
Beacon Financial Advisory LLC 0.20% Add +113.4% 6,631 $878K
Perigon Wealth Management, LLC 0.02% Add +11.1% 6,604 $874K
Aptus Capital Advisors, LLC 0.01% Add +15.0% 6,575 $870K
Pine Valley Investments Ltd Liability Co 0.04% Reduce -2.5% 6,495 $860K
Moors & Cabot, Inc. 0.04% Reduce -1.8% 6,453 $854K
Goelzer Investment Management, Inc. 0.04% No change 6,270 $830K
EP Wealth Advisors, LLC 0.00% — 6,247 $827K
Walkner Condon Financial Advisors LLC 0.11% Reduce -48.7% 6,210 $822K
Crescent Grove Advisors, LLC 0.08% No change 6,179 $818K
Jane Street Group, LLC 0.00% Reduce -51.8% 5,878 $778K
HUB Investment Partners, LLC 0.02% Add +14.5% 5,814 $770K
Beacon Pointe Advisors, LLC 0.01% Add +146.2% 5,797 $767K
CIBC Private Wealth Group LLC 0.00% Add +25.4% 5,776 $765K
Cadent Capital Advisors, LLC 0.20% No change 5,749 $761K
U.S. Capital Wealth Advisors, LLC 0.02% Add +4.1% 5,740 $760K
Schrum Private Wealth Management LLC 0.55% Reduce -1.9% 5,637 $746K
Apollon Financial, LLC 0.11% Add +0.1% 5,561 $736K
Members Wealth LLC 0.46% Reduce -5.7% 5,493 $736K
US Bancorp \de 0.00% Add +3.1% 5,457 $722K
Morris Financial Concepts, Inc. 0.25% Add +0.7% 5,410 $716K
Alteri Wealth LLC 0.23% No change 5,343 $707K
Empire Financial Management Company, LLC 0.15% No change 5,337 $706K
Concurrent Investment Advisors, LLC 0.01% Add +65.6% 5,322 $704K
Heartwood Wealth Advisors LLC 0.06% Reduce -4.3% 5,277 $699K
Donaldson Capital Management, LLC 0.02% No change 5,184 $686K
Flagship Harbor Advisors, LLC 0.03% Reduce -6.7% 5,115 $677K
Fifth Third Bancorp 0.00% Add +645.5% 5,114 $677K
Spire Wealth Management 0.02% Add +64.1% 5,040 $667K
SFE Investment Counsel 0.10% Add +33.4% 5,017 $664K
MADDEN SECURITIES Corp 0.20% No change 5,000 $662K
Quadrant Capital Group LLC 0.02% No change 5,000 $662K
Smith, Moore & Co. 0.05% Add +3.7% 4,953 $656K
Tepp RIA, LLC 0.65% Add +0.1% 4,941 $654K
Savvy Advisors, Inc. 0.02% Reduce -3.9% 4,896 $648K
Atria Investments, Inc 0.01% Reduce -8.3% 4,814 $637K
Pinnacle Financial Partners, Inc. 0.00% — 4,789 $634K
Truepoint, Inc. 0.01% No change 4,696 $622K
Axis Wealth Partners, LLC 0.34% Reduce -0.8% 4,691 $621K
Realta Investment Advisors 0.20% Add +8.3% 4,675 $619K
COFG Advisors, LLC 0.15% — 4,656 $616K
Strategic Blueprint, LLC 0.04% Reduce -13.7% 4,608 $610K
Ieq Capital, LLC 0.00% Add +0.3% 4,529 $599K
Capital Investment Advisory Services, LLC 0.04% Reduce -76.4% 4,461 $590K
Waverly Advisors, LLC 0.00% Reduce -52.5% 4,433 $587K
Clark Capital Management Group, Inc. 0.00% Add +2.5% 4,413 $584K
Advisortrust Partners, LLC 0.26% — 4,410 $584K
LRI Investments, LLC 0.05% Reduce -10.1% 4,365 $578K
Kingsview Wealth Management, LLC 0.01% Add +4.0% 4,348 $576K
Wealth Alliance, LLC 0.06% Reduce -8.6% 4,335 $574K
HORAN Wealth, LLC 0.09% No change 4,330 $573K
Powell Investment Advisors, LLC 0.20% Reduce -7.0% 4,327 $573K
Private Wealth Partners, LLC 0.04% No change 4,280 $567K
Carnegie Investment Counsel 0.01% No change 4,268 $565K
Quantify Chaos Advisors, LLC 1.70% — 4,226 $559K
Mattern Wealth Management LLC 0.11% No change 4,193 $555K
Private Wealth Asset Management, LLC 0.06% Reduce -10.8% 4,103 $543K
Western Wealth Management, LLC 0.02% Add +11.5% 4,063 $538K
Summit Financial, LLC 0.01% Add +16.1% 3,965 $525K
SC&H Financial Advisors, Inc. 0.08% No change 3,935 $521K
Fonville Wealth Management LLC 0.11% No change 3,923 $519K
Russell Investments Group, Ltd. 0.00% Add +4.2% 3,922 $519K
Commerce Bank 0.00% No change 3,906 $517K
KCM Investment Advisors LLC 0.02% No change 3,905 $517K
Chapin Davis, Inc. 0.12% Reduce -0.0% 3,879 $513K
West Bancorporation Inc. 0.27% No change 3,859 $511K
Wetzel Investment Advisors, Inc. 0.21% No change 3,851 $510K
Ausdal Financial Partners, Inc. 0.02% Add +4.1% 3,845 $509K
Ellevest, Inc. 0.07% No change 3,839 $508K
Intrua Financial, LLC 0.06% Reduce -1.4% 3,809 $504K
Huntleigh Advisors, Inc. 0.08% Reduce -50.5% 3,777 $500K
Washington Trust Advisors, Inc. 0.04% Reduce -11.5% 3,773 $499K
Blair William & Co. 0.00% Add +13.4% 3,762 $498K
Janney Capital Management LLC 0.03% No change 3,735 $494K
KWB Wealth 0.05% Reduce -1.3% 3,674 $486K
Stratos Wealth Partners, LTD. 0.01% Add +37.2% 3,670 $486K
Founders Financial Alliance, LLC 0.09% Add +3.2% 3,635 $481K
True North Advisors, LLC 0.06% No change 3,612 $478K
Fifth Third Securities, Inc. 0.03% No change 3,595 $476K
Kraft, Davis & Associates, LLC 0.11% Reduce -7.3% 3,531 $475K
Quantum Financial Planning Services, Inc. 0.17% New 3,531 $467K
Catalyst Investment Management LLC 0.44% — 3,525 $467K
Aire Advisors, LLC 0.08% No change 3,500 $463K
RDA Financial Network 0.11% Reduce -0.1% 3,490 $462K
Perennial Investment Advisors, LLC 0.04% Reduce -0.3% 3,462 $458K
Foundations Investment Advisors, LLC 0.01% New 3,445 $456K
Pathstone Holdings, LLC 0.00% No change 3,429 $454K
Mutual Advisors, LLC 0.01% Reduce -0.2% 3,403 $451K
Montag A & Associates Inc. 0.02% New 3,345 $443K
Annis Gardner Whiting Capital Advisors, LLC 0.08% Add +109.1% 3,340 $442K
DAVENPORT & Co LLC 0.00% Add +33.1% 3,334 $441K
Cambridge Advisors Inc. 0.08% Reduce -7.4% 3,306 $438K
Silver Oak Securities, Incorporated 0.03% New 3,231 $431K
Daybright Advisory Services, Inc. 0.11% — 3,234 $428K
Kovack Advisors, Inc. 0.02% Reduce -8.8% 3,196 $423K
Intergy Private Wealth, LLC 0.13% Reduce -0.9% 3,165 $419K
Salem Investment Counselors Inc. 0.01% Reduce -13.6% 3,151 $417K
Daymark Wealth Partners, LLC 0.01% Reduce -4.9% 3,096 $410K
Summit Financial Strategies, Inc. 0.03% No change 3,085 $408K
Allspring Global Investments Holdings, LLC 0.00% Add +19.0% 3,008 $402K
D.A. Davidson & Co. 0.00% No change 3,022 $400K
Pacific Point Advisors, LLC 0.21% No change 3,000 $397K
Guidance Capital, Inc. 0.10% Reduce -0.2% 2,975 $396K
Capital Management Associates, Inc 0.09% New 2,974 $394K
Blue Water Asset Management 0.14% — 2,969 $393K
Traynor Capital Management, Inc. 0.02% No change 2,961 $392K
Basso Capital Management, L.P. 0.23% New 2,958 $392K
Signet Private Wealth LLC 0.37% — 2,936 $389K
Signature Equity Partners, LLC 0.21% — 2,934 $388K
Cauble & Harre Wealth Management, Inc. 0.32% — 2,912 $385K
Freestone Capital Holdings, LLC 0.01% Reduce -0.4% 2,909 $385K
OneAscent Wealth Management LLC 0.13% No change 2,892 $383K
JMG Financial Group, Ltd. 0.01% Reduce -25.2% 2,865 $379K
LVZ, Inc. 0.04% Add +4.8% 2,861 $379K
Stratos Investment Management, LLC 0.01% No change 2,817 $373K
Integrity Alliance, Llc. 0.01% New 2,796 $370K
Destiny Capital Corp 0.19% No change 2,785 $369K
Leavell Investment Management, Inc. 0.02% Add +1.3% 2,776 $367K
Wedmont Private Capital 0.01% Add +23.9% 2,721 $364K
Choate Investment Advisors 0.01% No change 2,640 $349K
Silver Grove Financial Group, Inc. 0.30% Add +33.0% 2,624 $347K
Ascent Group, LLC 0.01% New 2,624 $347K
Collaborative Wealth Managment Inc. 0.12% No change 2,618 $347K
Synergy Asset Management, LLC 0.04% Reduce -66.7% 2,609 $345K
Plimoth Trust Co. LLC 0.08% Reduce -3.2% 2,599 $344K
Busey Bank 0.01% Reduce -1.0% 2,559 $339K
Sigma Planning Corp 0.01% Reduce -8.1% 2,444 $324K
Elevation Wealth Management LLC 0.30% — 2,401 $318K
GAMMA Investing LLC 0.02% No change 2,398 $317K
MBL Wealth, LLC 0.03% Reduce -1.3% 2,370 $314K
Keystone Financial Group 0.02% Add +0.1% 2,363 $313K
Cyndeo Wealth Partners, LLC 0.02% Reduce -0.1% 2,304 $305K
Aspen Grove Capital, LLC 0.05% Add +0.3% 2,248 $298K
Optima Capital LLC 0.13% Reduce -0.5% 2,205 $292K
Stonehaven Wealth & Tax Solutions, LLC 0.26% Reduce -7.6% 2,197 $291K
Brookstone Capital Management 0.00% Add +40.2% 2,164 $286K
PFG Investments, LLC 0.01% New 2,120 $281K
Sequoia Financial Advisors, LLC 0.00% Reduce -31.5% 2,091 $277K
IFC Advisors LLC 0.04% Reduce -16.7% 2,076 $275K
Darrow Company, Inc. 0.12% New 2,045 $271K
Heritage Wealth Management, Inc. 0.07% Reduce -19.9% 2,013 $266K
Hummer Financial Advisory Services Inc 0.19% No change 2,000 $265K
Vontobel Holding Ltd. 0.00% No change 2,000 $265K
Tiaa Trust, National Association 0.00% New 2,000 $265K
Aerodigm Wealth, LLC 0.10% Reduce -31.0% 1,969 $261K
Lantern Wealth Advisors, LLC 0.14% Add +0.1% 1,959 $259K
M&T Bank Corp 0.00% Reduce -73.3% 1,943 $257K
BBR Partners, LLC 0.01% No change 1,936 $256K
CreativeOne Wealth, LLC 0.01% Reduce -7.6% 1,901 $252K
Angeles Wealth Management, LLC 0.01% New 1,900 $252K
Arax Advisory Partners 0.01% New 1,895 $251K
Enzi Wealth 0.09% No change 1,862 $249K
First Horizon Corp. 0.01% No change 1,867 $247K
Midwest Trust Co 0.00% New 1,859 $246K
Bright Financial Advisors, Inc. 0.12% No change 1,857 $246K
Able Wealth Management LLC 0.08% Reduce -12.0% 1,820 $241K
Vident Advisory, LLC 0.00% No change 1,803 $239K
OneAscent Family Office, LLC 0.16% No change 1,799 $238K
Prospera Financial Services Inc 0.00% Reduce -10.8% 1,785 $237K
EverSource Wealth Advisors, LLC 0.01% No change 1,783 $236K
Prime Capital Investment Advisors, LLC 0.00% Reduce -1.0% 1,767 $234K
Transamerica Financial Advisors, LLC 0.02% Add +22.6% 1,717 $227K
Cypress Capital Group 0.03% Reduce -46.3% 1,715 $227K
PCM Encore, LLC 0.05% — 1,714 $227K
Keybank National Association 0.00% New 1,711 $226K
Fermata Advisors, LLC 0.05% Add +3.9% 1,706 $226K
Zacks Investment Management 0.00% New 1,699 $225K
NorthRock Partners, LLC 0.00% New 1,690 $224K
Successful Portfolios LLC 0.11% Reduce -2.9% 1,662 $224K
Painted Porch Advisors LLC 0.09% Add +0.3% 1,679 $222K
SHP Wealth Management 0.02% — 1,669 $221K
Lebenthal Global Advisors, LLC 0.03% New 1,664 $220K
Patriot Financial Group Insurance Agency, LLC 0.03% Reduce -2.4% 1,650 $218K
FLP Wealth Management, LLC 0.52% New 1,648 $218K
Brown Advisory Inc. 0.00% Reduce -6.8% 1,646 $218K
Peak Planning Group, LLC 0.06% No change 1,641 $217K
Chicago Wealth Management, Inc. 0.09% No change 1,638 $217K
Northstar Advisory Group, LLC 0.08% No change 1,613 $214K
ABLE Financial Group, LLC 0.04% Reduce -17.7% 1,611 $213K
Boston Trust Walden Corp 0.00% Reduce -4.5% 1,593 $211K
Columbia Bank 0.06% New 1,592 $211K
White Lighthouse Investment Management Inc. 0.03% Reduce -1.6% 1,592 $211K
Harbour Capital Advisors, LLC 0.04% No change 1,585 $210K
First Hawaiian Bank 0.03% No change 1,586 $210K
Fortitude Advisory Group L.L.C. 0.09% New 1,574 $208K
Klingman & Associates, LLC 0.01% No change 1,571 $208K
Hilltop Holdings Inc. 0.01% Reduce -2.6% 1,554 $206K
Twin Peaks Wealth Advisors, LLC 0.06% New 1,531 $205K
Key Client Fiduciary Advisors, LLC 0.07% New 1,535 $203K
Prosperity Consulting Group, LLC 0.01% New 1,530 $203K
Northland Securities, Inc. 0.19% — 1,522 $201K
D'Orazio & Associates, Inc. 0.03% New 1,518 $201K
TD Private Client Wealth LLC 0.00% Add +4.4% 1,428 $189K
MCF Advisors LLC 0.01% New 1,337 $177K
Ashton Thomas Securities, LLC 0.03% No change 1,299 $172K
Parallel Advisors, LLC 0.00% Add +279.7% 1,234 $163K
Whittier Trust Co. 0.00% Reduce -30.3% 1,209 $162K
Johnson Financial Group, Inc. 0.01% Reduce -10.4% 1,220 $161K
International Assets Investment Management, LLC 0.01% New 1,184 $157K
Smartleaf Asset Management LLC 0.01% Reduce -6.2% 1,174 $157K
Atlantic Union Bankshares Corp 0.00% Add +37.8% 1,160 $154K
UMB Bank, n.a. 0.00% Add +16.2% 1,136 $150K
CNB Bank 0.06% No change 1,127 $149K
Larson Financial Group LLC 0.01% Reduce -3.2% 1,123 $149K
Qube Research & Technologies Ltd 0.00% Add +3.2% 1,031 $136K
Reyes Financial Architecture, Inc. 0.08% No change 1,020 $135K
Cullen/Frost Bankers, Inc. 0.00% Add +5.6% 956 $126K
Bfsg, LLC 0.01% Add +21.8% 926 $123K
Liberty One Investment Management, LLC 0.02% Reduce -93.5% 915 $121K
Millstone Evans Group, LLC 0.07% Add +190.7% 910 $120K
Colonial Trust Co / SC 0.02% No change 874 $116K
Harbor Asset Planning, Inc. 0.09% Add +0.2% 825 $109K
Golden State Wealth Management, LLC 0.01% Add +0.3% 704 $93K
Investment Counsel Co. of Nevada 0.20% No change 687 $91K
Roble, Belko & Company, Inc 0.01% No change 677 $90K
Tompkins Financial Corp. 0.01% No change 659 $87K
CENTRAL TRUST Co 0.00% Add +20.7% 653 $86K
Anchor Investment Management, LLC 0.01% No change 646 $86K
Root Financial Partners, LLC 0.00% Add +4.7% 645 $85K
Sittner & Nelson, LLC 0.03% No change 639 $85K
HHM Wealth Advisors, LLC 0.01% No change 633 $84K
Citigroup Inc. 0.00% Reduce -79.1% 601 $80K
Plante Moran Financial Advisors, LLC 0.00% Reduce -31.0% 591 $78K
Hilton Head Capital Partners, LLC 0.04% — 571 $76K
Riverview Trust Co 0.09% New 533 $71K
Maseco LLP 0.00% New 516 $68K
Harbor Investment Advisory, LLC 0.01% No change 514 $68K
Brown Brothers Harriman & Co. 0.00% Add +15.5% 507 $67K
Salomon & Ludwin, LLC 0.01% Reduce -21.4% 498 $66K
Halbert Hargrove Global Advisors, LLC 0.00% New 498 $66K
Kozak & Associates, Inc. 0.01% No change 485 $65K
Litman Gregory Wealth Management LLC 0.00% New 489 $65K
Glen Eagle Advisors, LLC 0.01% No change 454 $60K
Signaturefd, LLC 0.00% No change 444 $59K
Networth Advisors, LLC 0.04% — 444 $59K
Bokf, NA 0.00% No change 435 $58K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 434 $57K
Kohmann Bosshard Financial Services, LLC 0.01% New 425 $56K
Goodman Advisory Group, LLC 0.01% No change 425 $56K
Indiana Trust & Investment Management Co 0.02% No change 417 $55K
Private Wealth Management Group, LLC 0.01% Reduce -43.0% 414 $55K
Glenmede Trust Co. NA 0.00% — 411 $54K
Strategic Wealth Partners, Ltd. 0.00% Add +7.3% 410 $54K
Noble Wealth Management PBC 0.03% No change 405 $54K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 405 $54K
Kingdom Financial Group LLC. 0.02% New 401 $53K
ESL Trust Services, LLC 0.01% No change 399 $53K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -22.0% 386 $52K
Greykasell Wealth Strategies, Inc. 0.02% Add +8.9% 380 $50K
SOA Wealth Advisors, LLC. 0.01% Add +0.3% 378 $50K
Triumph Capital Management 0.01% New 366 $48K
Sunbelt Securities, Inc. 0.00% Add +35.7% 357 $47K
Tidemark, LLC 0.01% Add +0.3% 357 $47K
Rialto Wealth Management, LLC 0.01% No change 351 $46K
Register Financial Advisors LLC 0.02% Add +0.3% 349 $46K
Blue Trust, Inc. 0.00% Add +5.5% 343 $45K
Franklin Resources Inc. 0.00% No change 335 $44K
ORG Partners LLC 0.01% Add +0.3% 324 $43K
HM Payson & Co. 0.00% No change 322 $43K
Blue Bell Private Wealth Management, LLC 0.01% No change 315 $42K
Vision Retirement, LLC 0.01% — 307 $41K
Keating Financial Advisory Services, Inc. 0.01% — 301 $40K
HFM Investment Advisors, LLC 0.02% Reduce -3.6% 294 $39K
Westend Capital Management, LLC 0.01% No change 285 $38K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 281 $37K
Kilter Group LLC 0.02% No change 270 $36K
Compass Financial Services Inc 0.02% Add +0.4% 267 $35K
Geneos Wealth Management Inc. 0.00% No change 261 $35K
Addison Advisors LLC 0.01% No change 255 $34K
Pittenger & Anderson Inc. 0.00% No change 250 $33K
Pinnacle Bancorp, Inc. 0.01% No change 248 $33K
Lanark Financial, Inc. 0.00% Reduce -0.4% 234 $31K
Trust Co. of Vermont 0.00% No change 228 $30K
IMA Advisory Services, Inc. 0.00% No change 225 $30K
Asset Dedication, LLC 0.00% No change 220 $29K
Bogart Wealth, LLC 0.00% No change 218 $29K
Alexis Investment Partners, LLC 0.01% No change 204 $27K
Tsfg, LLC 0.00% Add +112.5% 204 $27K
EPG Wealth Management LLC 0.01% New 203 $27K
Tradewinds Capital Management, LLC 0.01% No change 200 $26K
Key Financial Inc 0.00% No change 200 $26K
Caldwell Sutter Capital, Inc. 0.01% No change 199 $26K
Quest 10 Wealth Builders, Inc. 0.02% New 197 $26K
JNBA Financial Advisors 0.00% No change 197 $26K
Stephens Consulting, LLC 0.01% No change 174 $23K
Roxbury Financial LLC 0.02% No change 172 $23K
First United Bank & Trust 0.01% No change 167 $22K
Global Wealth Strategies & Associates 0.01% No change 164 $22K
Tucker Asset Management LLC 0.01% New 159 $21K
Key Capital Management, INC 0.02% — 147 $19K
Hantz Financial Services, Inc. 0.00% No change 141 $19K
Concord Wealth Partners 0.00% Add +0.7% 142 $19K
Adirondack Trust Co. 0.01% New 136 $18K
NFSG Corp 0.00% Reduce -84.7% 132 $17K
Modus Advisors, LLC 0.00% New 130 $17K
Activest Wealth Management 0.00% No change 127 $17K
Ankerstar Wealth, LLC 0.02% — 122 $16K
Rothschild Investment LLC 0.00% No change 119 $16K
General Partner, Inc. 0.01% No change 116 $15K
Brown, Lisle/Cummings, Inc. 0.00% No change 114 $15K
Duncker Streett & Co. Inc. 0.00% No change 114 $15K
Webster Bank, N. A. 0.00% New 113 $15K
Creative Financial Designs Inc. 0.00% No change 113 $15K
N.E.W. Advisory Services LLC 0.00% No change 97 $13K
Planning Project LLC 0.00% — 91 $12K
Towne Trust Company, N.A 0.00% No change 86 $11K
Cordgrass Capital Advisors, LLC 0.00% New 86 $11K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% New 85 $11K
Mark Sheptoff Financial Planning, LLC 0.01% No change 82 $11K
Richards, Merrill & Peterson, Inc. 0.00% No change 80 $11K
MV Capital Management, Inc. 0.00% No change 75 $10K
Medallion Wealth Advisors, LLC 0.00% New 73 $10K
MPWM Advisory Solutions, LLC 0.01% Reduce -33.9% 72 $10K
Hazlett, Burt & Watson, Inc. 0.00% Reduce -64.5% 67 $9K
Palouse Capital Management, Inc. 0.01% New 65 $9K
Wealth Watch Advisors, INC 0.00% New 65 $9K
Lummis Asset Management, LP 0.01% New 61 $8K
Marshall & Sterling Wealth Advisors Inc. 0.00% No change 55 $7K
Exchange Traded Concepts, LLC 0.00% Reduce -31.2% 53 $7K
Ascentis Wealth Management, LLC 0.00% Reduce -64.3% 50 $7K
Red Tortoise LLC 0.00% New 45 $6K
Simplex Trading, LLC 0.00% Reduce -55.0% 45 $6K
Elevation Wealth Partners, LLC 0.00% No change 40 $5K
Abound Wealth Management 0.00% Reduce -23.3% 33 $4K
Versant Capital Management, Inc 0.00% No change 32 $4K
Cheviot Value Management, LLC 0.00% No change 30 $4K
Sound Income Strategies, LLC 0.00% No change 29 $4K
DHJJ Financial Advisors, Ltd. 0.00% No change 27 $4K
Gables Capital Management Inc. 0.00% No change 26 $3K
Wilmington Savings Fund Society, FSB 0.00% New 24 $3K
Alerus Financial NA 0.00% New 23 $3K
Godfrey Financial Associates, Inc. 0.00% — 21 $3K
Wagner Wealth Management, LLC 0.00% No change 16 $2K
Evolution Advisers, Inc. 0.00% No change 17 $2K
American Capital Advisory, LLC 0.00% No change 13 $2K
Safe Harbor Fiduciary, LLC 0.00% — 6 $794
Strategic Advocates LLC 0.00% New 1 $133
Smallwood Wealth Investment Management, LLC 0.00% No change 1 $132

"% of holder's portfolio" is GSLC's weight in each manager's 13F, not the share of Goldman Activebeta US LC ETF the manager owns.