Goldman Activebeta US LC ETFGSLCETF

13F holders, Q2 2026 (June 30)
642holders +43
72new positions
29sold out
2famous investors
$141.88avg. 13F price*

At the end of Q2 2026, 642 institutions reported holding Goldman Activebeta US LC ETF (GSLC) in their 13F filings, up 43 from Q1 2026. 72 opened new positions and 29 sold out. The largest holders were Wells Fargo & Company ($3.9B), Northwestern Mutual Wealth Management Co. ($991.5M) and Betterment LLC ($810.4M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions72$41.4M
Exits29$97.1M

All 13F filers, Q1 2026 → Q2 2026: 1,852,637 shares bought and 4,769,292 shares sold, net −2,916,655 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 642 holders

Wells Fargo & Company 0.68% Reduce -2.3% 27,444,512 $3.9B
Northwestern Mutual Wealth Management Co. 0.53% Reduce -1.4% 6,988,089 $991.5M
Betterment LLC 1.37% Reduce -1.0% 5,711,643 $810.4M
Morgan Stanley 0.04% Reduce -9.6% 5,039,761 $715.1M
LPL Financial LLC 0.10% Reduce -1.1% 3,220,388 $456.9M
Envestnet Asset Management Inc. 0.11% Add +18.8% 3,182,271 $451.5M
Signature Estate & Investment Advisors LLC 7.48% Reduce -5.6% 2,928,946 $415.6M
Bank of America Corp. 0.03% Reduce -2.9% 2,730,596 $387.4M
SigFig Wealth Management, LLC 7.46% Add +1.2% 1,998,523 $281.6M
RiverFront Investment Group, LLC 3.52% Reduce -5.5% 1,878,543 $266.5M
Goldman Sachs Group Inc. 0.02% Reduce -6.3% 1,659,535 $235.5M
HB Wealth Management, LLC 1.04% Add +4.6% 1,305,326 $185.2M
Raymond James Financial Inc. 0.04% Reduce -1.4% 1,164,476 $165.2M
Glenview Trust Co 2.26% Reduce -0.3% 1,151,589 $163.4M
Cetera Investment Advisers 0.13% Add +1.2% 1,025,009 $145.4M
Sfmg, LLC 7.53% Add +2.2% 870,472 $123.5M
High Probability Advisors, LLC 12.55% Add +4.9% 827,017 $117.3M
Financial Management Professionals, Inc. 10.62% Reduce -6.9% 789,342 $112.0M
Riverpoint Wealth Management Holdings, LLC 17.17% Add +1.9% 658,842 $93.5M
OneDigital Investment Advisors LLC 0.78% Add +1.6% 649,813 $92.2M
Royal Bank of Canada 0.02% Reduce -9.9% 644,108 $91.4M
Goldstein Advisors, LLC 8.06% Add +4.0% 621,939 $88.2M
UBS Group AG 0.01% Add +2.0% 592,065 $84.0M
Lifelong Wealth Advisors, Inc. 18.19% Reduce -0.8% 544,027 $77.2M
First Foundation Advisors 2.28% Reduce -2.8% 446,025 $63.3M
HighTower Advisors, LLC 0.06% Add +2.3% 424,857 $60.3M
Appleton Partners Inc. 3.67% Add +0.3% 421,782 $59.8M
Orion Porfolio Solutions, LLC 0.45% Reduce -2.7% 417,254 $59.2M
JPMorgan Chase & Co. 0.00% Add +5.1% 412,095 $58.1M
Droms Strauss Advisors Inc. /Mo/ 12.07% Reduce -0.4% 374,592 $53.2M
Hunter Associates Investment Management LLC 5.92% Add +0.5% 362,397 $51.4M
LexAurum Advisors, LLC 5.96% Reduce -2.6% 361,888 $51.3M
Dynamic Advisor Solutions LLC 1.45% Add +10.8% 359,896 $51.1M
Principal Securities, Inc. 0.61% Add +27.4% 355,063 $50.4M
RFG Advisory, LLC 0.79% Reduce -3.9% 355,036 $50.4M
Commonwealth Equity Services, LLC 0.06% Reduce -17.5% 345,275 $49.0M
Baird Financial Group, Inc. 0.07% Reduce -0.8% 341,101 $48.4M
Steward Partners Investment Advisory, LLC 0.25% Reduce -1.5% 339,087 $48.1M
Axxcess Wealth Management, LLC 0.73% Add +15.7% 323,965 $46.0M
IAG Wealth Partners, LLC 4.51% Reduce -1.3% 321,376 $45.6M
AQR Capital Management 0.01% Add +3.0% 278,485 $39.5M
Janney Montgomery Scott LLC 0.08% Reduce -4.9% 273,806 $38.9M
Wealth Enhancement Advisory Services, LLC 0.07% Reduce -1.2% 269,897 $38.8M
Hennion & Walsh Asset Management, Inc. 1.10% Reduce -51.7% 271,998 $38.6M
Kintra Wealth, LLC 1.89% Reduce -14.5% 243,260 $36.2M
Envestnet Portfolio Solutions, Inc. 0.16% Add +31.4% 240,491 $34.1M
Captrust Financial Advisors 0.05% Add +2.9% 234,058 $33.2M
Osaic Holdings, Inc. 0.04% Add +3.3% 226,679 $32.2M
Cornerstone Advisory, LLC 2.51% Reduce -0.8% 213,217 $30.3M
1900 Wealth Management LLC 1.61% Reduce -0.1% 203,981 $28.9M
&partners 0.12% Reduce -0.1% 200,039 $28.5M
Kelman-Lazarov, Inc. 3.69% Reduce -3.6% 198,590 $28.2M
MAI Capital Management 0.11% Add +9.3% 198,088 $28.1M
Sanctuary Advisors, LLC 0.13% Reduce -5.2% 197,268 $28.0M
Kings Path Partners LLC 7.26% Add +18.4% 192,221 $27.3M
VAUGHAN & Co SECURITIES, INC. 12.28% Reduce -0.2% 185,552 $26.3M
NorthStar Asset Management LLC 5.58% Add +5.7% 183,381 $26.0M
Gladstone Institutional Advisory LLC 0.82% Add +0.6% 182,380 $25.9M
Targeted Financial Services LLC 18.82% Reduce -1.3% 179,772 $25.5M
Centurion Wealth Management LLC 5.89% Reduce -20.9% 173,502 $24.6M
Arvest Investments, Inc. 2.74% Add +6.6% 159,455 $22.6M
Inscription Capital, LLC 1.86% Add +2.6% 147,874 $21.0M
Retirement Planning Group, LLC 0.52% Reduce -7.9% 145,366 $20.6M
Focus Partners Wealth 0.02% Reduce -2.9% 144,090 $20.4M
Acima Private Wealth, LLC 5.85% Add +1.7% 141,960 $20.1M
GeoWealth Management, LLC 0.63% Add +2.0% 141,518 $20.1M
Paul R. Ried Financial Group, LLC 8.61% Add +0.9% 138,880 $19.7M
Silicon Valley Capital Partners 1.59% Add +5.4% 138,245 $19.6M
Mercer Global Advisors Inc. 0.02% Add +0.1% 138,195 $19.6M
Rockefeller Capital Management L.P. 0.03% Add +49.3% 136,356 $19.3M
CoreCap Advisors, LLC 0.56% Add +5.2% 134,659 $19.1M
Allworth Financial LP 0.08% Reduce -2.4% 133,601 $19.0M
Gratus Wealth Advisors, LLC 2.34% Add +1.5% 129,721 $18.4M
Nabity-Jensen Investment Management Inc 10.25% Reduce -1.6% 117,869 $16.7M
GFG Capital, LLC 4.59% Reduce -37.2% 117,621 $16.7M
AlphaCore Capital LLC 0.30% Reduce -1.0% 114,956 $16.3M
FMR LLC 0.00% Add +8.5% 113,690 $16.1M
Worth Financial Advisory Group, LLC 6.72% Add +3154.1% 113,602 $16.1M
Canvas Wealth Advisors, LLC 2.20% Reduce -1.9% 111,252 $15.8M
Mariner, LLC 0.02% Reduce -18.4% 107,216 $15.2M
Novare Capital Management LLC 1.07% Reduce -0.3% 106,570 $15.1M
XML Financial, LLC 1.08% Add +1.7% 104,365 $14.8M
Family Manage LLC 1.45% Reduce -1.8% 97,244 $13.8M
Hixon Zuercher, LLC 4.03% Add +2.2% 96,746 $13.7M
Capital Advisors, Ltd. LLC 1.36% Add +1.4% 94,714 $13.4M
Strategic Financial Services, Inc. 0.58% Reduce -4.6% 93,239 $13.2M
Cozad Asset Management Inc. 0.80% Reduce -1.8% 87,794 $12.5M
Creative Planning 0.01% Add +1.3% 85,173 $12.1M
Regal Investment Advisors LLC 0.61% Add +0.8% 82,281 $11.7M
Jones Financial Companies LLLP 0.00% Add +6.4% 83,754 $11.7M
Lincoln Capital Corp. 3.72% Reduce -24.2% 80,647 $11.4M
NewEdge Advisors, LLC 0.03% Reduce -4.3% 79,874 $11.3M
Nicholson Meyer Capital Management, Inc. 7.53% Reduce -3.0% 79,652 $11.3M
Truist Financial Corp. 0.01% Reduce -3.0% 78,394 $11.1M
Horizon Family Wealth, Inc. 5.05% Reduce -16.4% 77,927 $11.1M
Ledyard National Bank 0.89% Reduce -24.5% 77,783 $11.0M
Fifth Third Bancorp 0.02% Reduce -2.2% 75,986 $10.8M
Ticino Wealth 3.33% Add +2.9% 74,524 $10.6M
Savant Capital, LLC 0.03% Reduce -0.5% 71,637 $10.2M
Bleakley Financial Group, LLC 0.13% Add +439.3% 71,424 $10.1M
Stephens Inc. 0.11% Reduce -7.8% 69,450 $9.9M
Sowell Financial Services LLC 0.31% Add +10.2% 67,547 $9.6M
Cerity Partners LLC 0.01% Add +11.0% 66,135 $9.4M
Keebeck Wealth Management 0.89% Reduce -6.4% 64,180 $9.1M
Parr McKnight Wealth Management Group, LLC 1.08% Reduce -16.4% 64,151 $9.1M
Stifel Financial Corp. 0.01% Reduce -3.8% 63,361 $9.0M
Randall & Associates Wealth Management 5.45% Reduce -28.0% 62,110 $8.8M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -1.1% 61,742 $8.8M
Summit Financial, LLC 0.10% Add +383.9% 61,119 $8.7M
Lee, Kelleher & Klein Wealth Management 4.34% Reduce -2.5% 58,471 $8.3M
Forbes Financial Planning, Inc. 4.16% Reduce -2.1% 54,680 $7.8M
MML Investors Services, LLC 0.02% Add +19.6% 54,569 $7.7M
Fourth Dimension Wealth, LLC 2.42% Add +3.8% 53,882 $7.6M
CFO4Life Group, LLC 1.02% Reduce -4.0% 53,464 $7.6M
PFS Partners, LLC 3.01% Reduce -0.8% 52,457 $7.4M
Arax Advisory Partners 0.05% Add +2749.5% 52,061 $7.4M
Arvest Bank Trust Division 0.35% Reduce -0.9% 50,971 $7.2M
Benjamin Edwards Inc. 0.07% Add +1.9% 50,217 $7.1M
NWF Advisory Services Inc. 0.66% Reduce -2.0% 49,584 $7.0M
McAdam, LLC 0.27% Add +39.6% 49,219 $7.0M
CVA Family Office, LLC 0.63% Reduce -3.5% 48,909 $6.9M
Ashton Thomas Private Wealth, LLC 0.14% Reduce -4.5% 45,921 $6.5M
Independent Financial Group, LLC 0.12% Reduce -0.1% 45,718 $6.5M
Integrated Wealth Concepts LLC 0.04% Reduce -6.9% 45,120 $6.4M
Plotkin Financial Advisors, LLC 2.61% Reduce -2.2% 44,303 $6.3M
Fca Corp. 1.54% Add +0.7% 44,158 $6.3M
Nikulski Financial, Inc. 1.30% Reduce -11.2% 42,372 $6.0M
Royal Harbor Partners, LLC 1.85% Reduce -0.9% 42,081 $6.0M
Lido Advisors, LLC 0.02% Add +1.2% 41,809 $5.9M
Bellars Harris Wealth Management, LLC 1.20% — 41,470 $5.9M
Private Advisor Group, LLC 0.03% Reduce -74.5% 41,305 $5.9M
First Command Advisory Services, Inc. 0.03% Reduce -15.9% 40,950 $5.8M
Equitable Holdings, Inc. 0.03% Add +12.2% 39,558 $5.6M
Koshinski Asset Management, Inc. 0.30% Reduce -0.2% 39,141 $5.6M
Kestra Advisory Services, LLC 0.02% Reduce -10.2% 37,728 $5.4M
Texas Yale Capital Corp. 0.11% Add +0.5% 37,035 $5.3M
Arkadios Wealth Advisors 0.08% Reduce -4.7% 36,869 $5.2M
Wealthspire Advisors, LLC 0.03% Reduce -25.1% 36,030 $5.1M
Nations Financial Group Inc, /Ia/ 0.24% Reduce -1.2% 36,021 $5.1M
Vise Technologies, Inc. 0.06% Add +5.8% 35,145 $5.0M
Capital Advisors Wealth Management, LLC 0.58% Reduce -4.5% 34,819 $4.9M
Kathmere Capital Management, LLC 0.26% Reduce -2.9% 34,349 $4.9M
Fiduciary Financial Advisors 0.49% New 33,947 $4.8M
Harbour Investments, Inc. 0.06% Reduce -2.9% 33,647 $4.8M
Cedar Point Capital Partners, LLC 2.63% Add +2.8% 32,204 $4.6M
Clearwater Capital Advisors, LLC 0.33% Add +12.1% 32,160 $4.6M
Parsons Capital Management Inc. 0.21% Reduce -8.6% 32,103 $4.6M
Quantinno Capital Management LP 0.01% Reduce -8.3% 30,756 $4.4M
Mengis Capital Management, Inc. 0.65% Add +5.7% 30,154 $4.3M
Advisors Capital Management, LLC 0.05% Add +10.6% 29,860 $4.2M
Elmwood Wealth Management, Inc. 1.05% Add +5.7% 29,671 $4.2M
SkyOak Wealth, LLC 0.69% Reduce -4.4% 29,584 $4.2M
Dynamic Wealth Strategies, LLC 2.16% Add +2.9% 28,608 $4.1M
Wealthfront Advisers LLC 0.01% Reduce -1.5% 28,223 $4.0M
American National Bank & Trust 0.33% Reduce -1.2% 26,842 $3.8M
Gilbert Capital Group, Inc. 2.67% Reduce -2.8% 26,815 $3.8M
PFG Advisors 0.19% Reduce -35.8% 26,727 $3.8M
Apollon Wealth Management, LLC 0.04% Reduce -3.8% 25,701 $3.6M
GTS Securities LLC 0.07% New 25,086 $3.6M
Bank of New York Mellon Corp 0.00% Reduce -15.9% 24,717 $3.5M
Focus Partners Advisor Solutions, LLC 0.03% Add +2.2% 24,469 $3.5M
Thrivent Financial for Lutherans 0.01% Add +2.1% 24,104 $3.4M
O'shaughnessy Asset Management, LLC 0.02% Add +29.2% 23,761 $3.4M
Farther Finance Advisors, LLC 0.03% Add +12.3% 23,710 $3.4M
Cliftonlarsonallen Wealth Advisors, LLC 0.04% Reduce -1.4% 23,706 $3.4M
Mason & Associates Inc 0.53% Add +0.6% 22,997 $3.3M
E&G Advisors, LLC 0.62% Reduce -0.4% 22,580 $3.2M
Genesis Private Wealth, LLC 0.90% Reduce -23.1% 22,467 $3.2M
Shufro Rose & Co. LLC 0.18% Reduce -3.3% 22,358 $3.2M
Merit Financial Group, LLC 0.02% Reduce -6.4% 22,219 $3.2M
Integrated Wealthcare, LLC 2.35% Reduce -0.5% 22,166 $3.1M
Ascension Capital Advisors, Inc. 0.88% Reduce -0.1% 22,115 $3.1M
Archvest Wealth Advisors, Inc. 1.79% Reduce -43.9% 21,764 $3.1M
Ancora Advisors LLC 0.06% Reduce -1.4% 21,566 $3.1M
LifePlan Investment Advisors, Inc. 1.04% Reduce -10.4% 21,266 $3.0M
HRT Financial LP 0.01% Add +21.5% 21,247 $3.0M
Northern Trust Corp. 0.00% Reduce -0.4% 20,865 $3.0M
Avidian Wealth Enterprises, LLC 0.08% Reduce -11.3% 20,806 $3.0M
Emerald Advisors, LLC 0.37% Reduce -21.4% 20,599 $2.9M
Manning & Napier Advisors LLC 0.04% Add +33.1% 20,548 $2.9M
Founders Financial Alliance, LLC 0.39% Add +419.0% 20,500 $2.9M
Everest Private Wealth 1.08% No change 20,422 $2.9M
Ameriprise Financial Inc. 0.00% Add +17.2% 20,327 $2.9M
Endeavor Private Wealth, Inc. 0.69% Reduce -5.2% 20,148 $2.9M
Fiduciary Alliance LLC 0.19% Add +4.3% 20,131 $2.9M
Cassaday & Co Wealth Management LLC 0.05% No change 19,835 $2.8M
Moneco Advisors, LLC 0.17% Reduce -0.8% 19,528 $2.8M
CVFG LLC 0.29% Add +2.9% 19,252 $2.7M
TigerOak Management, L.L.C. 0.72% Reduce -0.0% 17,949 $2.5M
Dopkins Wealth Management, LLC 0.92% Add +1.7% 17,895 $2.5M
Sierra Capital LLC 0.24% Reduce -0.9% 17,848 $2.5M
BlackRock, Inc. 0.00% Add +2.6% 17,719 $2.5M
Archer Investment Management, LLC 0.85% Add +10.5% 17,590 $2.5M
Vestmark Advisory Solutions, Inc. 0.02% New 17,575 $2.5M
Legacy Advisors, LLC 0.23% Reduce -4.5% 17,263 $2.4M
J.W. Cole Advisors, Inc. 0.04% New 16,858 $2.4M
Founders Financial Securities LLC 0.12% Add +8.1% 16,856 $2.4M
Stonehearth Capital Management, LLC 0.81% Reduce -2.4% 16,674 $2.4M
Strategic Family Wealth Counselors, L.L.C. 0.55% Reduce -0.2% 16,641 $2.4M
Innovative Wealth Building LLC 1.37% Reduce -6.8% 16,614 $2.4M
Renaissance Technologies 0.00% New 16,000 $2.3M
Great Lakes Advisors, LLC 0.02% Reduce -0.0% 15,904 $2.3M
Corient Private Wealth LP 0.00% Reduce -94.0% 15,548 $2.2M
Global Retirement Partners, LLC 0.03% — 15,542 $2.2M
YHB Investment Advisors, Inc. 0.14% Reduce -2.9% 15,464 $2.2M
Kestra Private Wealth Services, LLC 0.02% Reduce -1.1% 15,461 $2.2M
Dumont & Blake Investment Advisors LLC 0.48% Add +0.7% 15,144 $2.1M
Natixis Advisors, LLC 0.00% Reduce -8.1% 15,083 $2.1M
Mgo One Seven LLC 0.04% Reduce -14.4% 15,068 $2.1M
Great Valley Advisor Group, Inc. 0.03% Reduce -0.3% 14,996 $2.1M
Creative Capital Management Investments LLC 0.48% New 14,579 $2.1M
Liberty One Investment Management, LLC 0.21% Add +8.1% 14,490 $2.1M
Eaton Financial Holdings Company, LLC 0.56% Add +0.2% 14,400 $2.0M
Hopwood Financial Services, Inc. 1.12% Reduce -22.7% 13,609 $1.9M
PFG Investments, LLC 0.07% Add +110.9% 13,583 $1.9M
WBH Advisory Inc. 0.13% Add +0.1% 13,533 $1.9M
Hamilton Wealth, LLC 0.34% Add +0.0% 13,151 $1.9M
Armstrong Advisory Group, Inc. 0.11% Reduce -0.2% 13,115 $1.9M
Assetmark, Inc. 0.00% Add +3.4% 12,732 $1.8M
Valley Wealth Managers, Inc. 0.10% Reduce -1.9% 12,670 $1.8M
Syntegra Private Wealth Group, LLC 0.14% Add +9.3% 12,440 $1.8M
Regions Financial Corp. 0.01% Reduce -8.2% 12,438 $1.8M
Maia Wealth LLC 0.26% Reduce -8.6% 12,249 $1.7M
Atria Investments, Inc 0.02% Add +152.1% 12,178 $1.7M
Meridian Wealth Management, LLC 0.05% Reduce -0.2% 12,133 $1.7M
C2C Wealth Management, LLC 1.34% Reduce -2.4% 12,080 $1.7M
Oppenheimer & Co. Inc. 0.02% Reduce -10.5% 12,059 $1.7M
World Investment Advisors 0.03% Reduce -6.6% 11,967 $1.7M
Advisory Services Network, LLC 0.02% Add +6.9% 11,488 $1.6M
Sax Wealth Advisors, LLC 0.07% Reduce -0.7% 12,954 $1.6M
Vicus Capital 0.10% Reduce -1.4% 11,291 $1.6M
Farmers & Merchants Investments Inc. 0.04% No change 10,948 $1.6M
Stratos Wealth Advisors, LLC 0.08% Reduce -1.0% 10,864 $1.5M
Fiduciary Trust Co 0.02% Reduce -0.4% 10,826 $1.5M
PNC Financial Services Group, Inc. 0.00% Add +3.9% 10,784 $1.5M
Tobias Financial Advisors, Inc. 0.19% No change 10,687 $1.5M
CFS Investment Advisory Services, LLC 0.10% Reduce -1.6% 10,586 $1.5M
Clearstead Advisors, LLC 0.01% Reduce -11.5% 10,534 $1.5M
HighPoint Advisor Group LLC 0.05% Reduce -3.4% 10,517 $1.5M
Prosperity Financial Group, Inc. 0.46% Add +2.9% 10,436 $1.5M
Ducere Wealth Management LLC 0.44% Reduce -88.5% 10,401 $1.5M
Macroview Investment Management LLC 0.90% Add +8.0% 10,244 $1.5M
Commonwealth Financial Services, LLC 0.19% Reduce -1.5% 10,072 $1.4M
Concurrent Investment Advisors, LLC 0.01% Reduce -15.9% 9,881 $1.4M
Apex Wealth Management, LLC 0.85% Reduce -0.6% 9,795 $1.4M
Texas Capital Bank Wealth Management Services Inc 0.07% Reduce -2.5% 9,757 $1.4M
17 Capital Partners, LLC 0.63% Add +12.4% 9,748 $1.4M
SteelPeak Wealth, LLC 0.04% New 9,493 $1.3M
Diversify Advisory Services, LLC 0.02% New 9,476 $1.3M
Diversify Wealth Management, LLC 0.02% Reduce -28.8% 9,476 $1.3M
Beacon Pointe Advisors, LLC 0.01% Reduce -4.8% 9,125 $1.3M
Ameritas Advisory Services, LLC 0.03% New 9,077 $1.3M
Modern Wealth Management, LLC 0.02% Reduce -2.9% 8,981 $1.3M
IFP Advisors, Inc 0.02% Add +3.8% 8,938 $1.3M
Moneta Group Investment Advisors LLC 0.01% Add +6.0% 8,905 $1.3M
SageView Advisory Group, LLC 0.04% Reduce -0.0% 8,818 $1.3M
US Bancorp \de 0.00% Add +61.1% 8,794 $1.2M
American Trust 0.10% Reduce -5.7% 8,768 $1.2M
Vanguard Advisers Inc. 0.00% Reduce -3.5% 8,691 $1.2M
NewEdge Wealth, LLC 0.01% Add +0.0% 8,667 $1.2M
B. Riley Wealth Advisors, Inc. 0.07% New 8,615 $1.2M
Herold Advisors, Inc. 0.24% Reduce -27.9% 8,471 $1.2M
XTX Topco Ltd 0.02% New 8,415 $1.2M
Brown Advisory Inc. 0.00% New 8,353 $1.2M
Montecito Bank & Trust 0.18% No change 8,350 $1.2M
Beacon Financial Advisory LLC 0.23% Add +3.8% 8,262 $1.2M
Goldstone Financial Group, LLC 0.11% Reduce -3.5% 8,112 $1.2M
MB Generational Wealth, LLC 0.55% Reduce -5.5% 7,961 $1.1M
First American Bank 0.06% No change 7,960 $1.1M
Gateway Investment Advisers LLC 0.01% New 7,838 $1.1M
Spirepoint Private Client, LLC 0.09% Reduce -1.5% 7,658 $1.1M
Traphagen Investment Advisors LLC 0.08% Add +0.2% 7,616 $1.1M
Williams & Novak, LLC 0.71% Reduce -1.3% 7,441 $1.1M
Mission Creek Capital Partners, Inc. 0.18% Add +0.1% 7,283 $1.0M
Portfolio Resources Advisor Group, Inc. 0.87% New 7,226 $1.0M
3Chopt Investment Partners, LLC 0.19% No change 7,075 $1.0M
Fortress Financial Group, LLC 0.49% Reduce -86.1% 6,962 $988K
Potentia Wealth 0.40% No change 6,913 $981K
Serenus Wealth Advisors, LLC 0.17% No change 6,819 $968K
Old North State Wealth Management, LLC 0.41% Add +0.2% 6,803 $966K
Rothschild Wealth LLC 0.08% Reduce -0.1% 6,787 $963K
Financial Engines Advisors L.L.C. 0.00% Reduce -1.3% 6,771 $961K
TD Capital Management LLC 0.08% Add +0.2% 6,718 $953K
Bank of Montreal 0.00% Reduce -37.8% 6,715 $953K
EP Wealth Advisors, LLC 0.00% Add +0.3% 6,685 $949K
Moors & Cabot, Inc. 0.04% Add +2.5% 6,613 $938K
Aptus Capital Advisors, LLC 0.01% Add +0.0% 6,508 $923K
Fidelis Capital Partners, LLC 0.05% Reduce -0.1% 6,424 $912K
Pine Valley Investments Ltd Liability Co 0.04% Reduce -1.1% 6,411 $910K
Wedbush Securities Inc. 0.02% Reduce -7.8% 6,379 $905K
Advisortrust Partners, LLC 0.31% Add +8.8% 6,318 $896K
Goelzer Investment Management, Inc. 0.04% No change 6,270 $890K
Crescent Grove Advisors, LLC 0.07% No change 6,179 $877K
QRG Capital Management, Inc. 0.01% New 6,083 $863K
Private Trust Co. NA 0.07% Reduce -12.1% 6,015 $853K
Verdence Capital Advisors LLC 0.04% New 5,994 $850K
Petros Family Wealth, LLC 0.50% Reduce -4.3% 5,813 $825K
49 Wealth Management, LLC 0.16% New 5,779 $820K
Alongside, LLC 0.16% — 5,779 $820K
Penney Financial, LLC 0.29% Reduce -98.8% 5,779 $820K
CIBC Bancorp USA Inc. 0.00% No change 5,755 $817K
Cadent Capital Advisors, LLC 0.17% No change 5,749 $816K
Pacific Point Advisors, LLC 0.37% Add +91.4% 5,743 $815K
Strategic Blueprint, LLC 0.04% Reduce -28.0% 5,717 $811K
Fifth Third Securities, Inc. 0.05% Add +6.6% 5,624 $798K
Apollon Financial, LLC 0.09% Add +0.1% 5,571 $791K
Morris Financial Concepts, Inc. 0.24% No change 5,486 $778K
Alteri Wealth LLC 0.21% No change 5,343 $758K
HUB Investment Partners, LLC 0.01% Reduce -6.3% 5,325 $756K
Advance Capital Management, Inc. 0.02% Reduce -35.2% 5,289 $750K
Flagship Harbor Advisors, LLC 0.03% Add +1.4% 5,171 $734K
Advyzon Investment Management, LLC 0.05% New 5,148 $730K
Cresset Asset Management, LLC 0.00% Add +27.0% 5,127 $727K
Perigon Wealth Management, LLC 0.01% Reduce -20.2% 5,057 $718K
Private Wealth Asset Management, LLC 0.07% Add +35.7% 5,048 $716K
Signet Private Wealth LLC 0.57% Add +65.1% 5,026 $713K
Empire Financial Management Company, LLC 0.28% Reduce -5.4% 5,010 $711K
Smith, Moore & Co. 0.05% Reduce -1.8% 5,010 $711K
Quadrant Capital Group LLC 0.02% No change 5,000 $709K
Spire Wealth Management 0.02% Add +45.1% 4,987 $708K
Tepp RIA, LLC 0.48% Add +0.1% 4,955 $703K
Savvy Advisors, Inc. 0.01% Add +0.6% 4,944 $702K
Schrum Private Wealth Management LLC 0.71% Add +14.4% 6,449 $694K
SFE Investment Counsel 0.09% No change 4,784 $679K
Truepoint, Inc. 0.01% No change 4,696 $666K
Donaldson Capital Management, LLC 0.02% Reduce -9.7% 4,684 $665K
Axis Wealth Partners, LLC 0.32% Add +4.0% 4,666 $662K
COFG Advisors, LLC 0.11% Reduce -0.9% 4,627 $657K
Realta Investment Advisors 0.20% Add +0.2% 4,617 $655K
Susquehanna International Group, LLP 0.00% Reduce -83.3% 4,604 $653K
Transamerica Financial Advisors, LLC 0.06% Add +33.5% 4,593 $652K
Ieq Capital, LLC 0.00% Add +0.3% 4,553 $646K
Allspring Global Investments Holdings, LLC 0.00% Add +28.5% 4,547 $644K
Kingsview Wealth Management, LLC 0.01% Add +4.3% 4,537 $644K
AE Wealth Management LLC 0.00% Add +62.3% 4,522 $642K
Capital Investment Advisory Services, LLC 0.04% Add +15.1% 4,419 $627K
Waverly Advisors, LLC 0.00% Add +11.4% 4,400 $624K
Quantum Financial Planning Services, Inc. 0.19% Reduce -28.6% 4,368 $620K
Blair William & Co. 0.00% Add +0.9% 4,355 $618K
HORAN Wealth, LLC 0.08% No change 4,330 $614K
Western Wealth Management, LLC 0.02% Reduce -2.5% 4,329 $614K
Powell Investment Advisors, LLC 0.19% No change 4,327 $614K
LRI Investments, LLC 0.05% Reduce -1.3% 4,308 $611K
Private Wealth Partners, LLC 0.04% No change 4,280 $607K
Carnegie Investment Counsel 0.01% No change 4,268 $606K
Quantify Chaos Advisors, LLC 1.70% Add +0.2% 4,247 $603K
Russell Investments Group, Ltd. 0.00% Reduce -15.0% 4,213 $598K
Mattern Wealth Management LLC 0.10% No change 4,193 $595K
Pinnacle Financial Partners, Inc. 0.00% Reduce -12.9% 4,160 $590K
Clark Capital Management Group, Inc. 0.00% Reduce -2.8% 4,153 $589K
Heartwood Wealth Advisors LLC 0.04% No change 4,077 $578K
Advisory Solutions Group, LLC 0.20% — 4,050 $575K
True North Advisors, LLC 0.05% No change 4,030 $572K
Composition Wealth, LLC 0.01% Reduce -2.1% 3,966 $563K
Wealth Alliance, LLC 0.05% Reduce -6.1% 3,954 $561K
SC&H Financial Advisors, Inc. 0.07% No change 3,935 $558K
Fonville Wealth Management LLC 0.09% No change 3,923 $557K
Chapin Davis, Inc. 0.10% Reduce -0.1% 3,875 $550K
Brighton Jones LLC 0.01% Reduce -1.8% 3,872 $549K
Ellevest, Inc. 0.06% No change 3,839 $545K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -32.7% 3,815 $541K
Huntleigh Advisors, Inc. 0.08% Reduce -14.9% 3,787 $537K
Wetzel Investment Advisors, Inc. 0.19% Reduce -1.7% 3,759 $533K
Intrua Financial, LLC 0.05% Reduce -2.3% 3,720 $528K
Pathstone Holdings, LLC 0.00% Add +8.3% 3,714 $527K
Nuveen, LLC 0.00% New 3,686 $523K
Mutual Advisors, LLC 0.01% Reduce -1.4% 3,663 $520K
Stratos Wealth Partners, LTD. 0.01% Reduce -0.4% 3,661 $520K
West Bancorporation Inc. 0.22% No change 3,629 $515K
RDA Financial Network 0.11% Reduce -4.6% 3,604 $511K
Angeles Wealth Management, LLC 0.02% Add +89.0% 3,591 $510K
Kraft, Davis & Associates, LLC 0.10% No change 3,531 $500K
Catalyst Investment Management LLC 0.45% No change 3,525 $500K
Aire Advisors, LLC 0.08% No change 3,500 $497K
Wealth Enhancement Trust Services, Inc. 0.05% No change 3,459 $491K
Crosspoint Financial, LLC 1.12% New 3,454 $490K
Stratos Investment Management, LLC 0.02% Add +25.9% 3,371 $478K
Montag A & Associates Inc. 0.02% No change 3,345 $475K
Integrity Alliance, Llc. 0.01% Add +18.5% 3,342 $474K
Daybright Advisory Services, Inc. 0.11% Add +0.3% 3,251 $464K
Foundations Investment Advisors, LLC 0.00% Reduce -5.7% 3,264 $463K
Members Wealth LLC 0.25% Reduce -0.1% 3,248 $461K
Kovack Advisors, Inc. 0.02% Add +1.4% 3,241 $460K
World Equity Group, Inc. 0.10% Add +25.8% 3,219 $457K
Walkner Condon Financial Advisors LLC 0.05% Reduce -28.3% 3,182 $451K
Intergy Private Wealth, LLC 0.10% Reduce -7.5% 3,165 $449K
Washington Trust Advisors, Inc. 0.03% Reduce -12.2% 3,159 $448K
Perennial Investment Advisors, LLC 0.03% Reduce -9.4% 3,153 $447K
Salem Investment Counselors Inc. 0.01% No change 3,151 $447K
Cambridge Advisors Inc. 0.08% Reduce -0.3% 3,130 $444K
Elevation Wealth Management LLC 0.33% Reduce -1.3% 3,118 $442K
Aprio Wealth Management, LLC 0.02% New 3,093 $439K
Summit Financial Strategies, Inc. 0.03% No change 3,085 $438K
Midwest Trust Co 0.00% New 3,076 $436K
Commerce Bank 0.00% Reduce -0.5% 3,075 $436K
Ausdal Financial Partners, Inc. 0.02% Reduce -18.9% 3,054 $433K
January Capital Advisors LLC 0.36% Reduce -1.6% 3,040 $431K
KWB Wealth 0.04% Reduce -17.3% 3,040 $431K
Guidance Capital, Inc. 0.09% No change 2,975 $426K
Silver Oak Securities, Incorporated 0.03% No change 2,995 $425K
KCM Investment Advisors LLC 0.01% Reduce -25.1% 2,980 $423K
Fayez Sarofim & Co 0.00% New 2,975 $422K
Freestone Capital Holdings, LLC 0.01% Add +3.8% 2,971 $422K
Basso Capital Management, L.P. 0.10% No change 2,958 $420K
RPS Advisory Solutions LLC 0.28% No change 2,950 $419K
Facet Wealth, Inc. 0.01% Reduce -3.1% 2,892 $410K
D.A. Davidson & Co. 0.00% Reduce -2.2% 2,870 $407K
Annis Gardner Whiting Capital Advisors, LLC 0.06% Reduce -14.5% 2,856 $405K
Signature Equity Partners, LLC 0.18% Reduce -3.6% 2,819 $400K
Traynor Capital Management, Inc. 0.02% Reduce -1.2% 2,796 $397K
OneAscent Wealth Management LLC 0.12% Reduce -0.1% 2,788 $396K
Destiny Capital Corp 0.18% No change 2,785 $395K
Leavell Investment Management, Inc. 0.01% No change 2,776 $394K
GAMMA Investing LLC 0.01% Add +12.3% 2,759 $391K
First Trust Advisors LP 0.00% Add +26.1% 2,685 $381K
Mission Wealth Management, LP 0.00% New 2,645 $375K
Choate Investment Advisors 0.01% No change 2,640 $375K
Ascent Group, LLC 0.01% No change 2,629 $373K
Fiducient Advisors LLC 0.05% New 2,618 $371K
Silver Grove Financial Group, Inc. 0.20% Reduce -0.1% 2,617 $371K
Synergy Asset Management, LLC 0.03% Reduce -2.0% 2,609 $370K
DAVENPORT & Co LLC 0.00% Add +5.4% 2,606 $370K
PGIM Custom Harvest LLC 0.00% Add +32.8% 2,601 $369K
Busey Bank 0.01% No change 2,559 $363K
Plimoth Trust Co. LLC 0.07% Reduce -4.0% 2,499 $355K
Zacks Investment Management 0.00% Add +0.0% 2,481 $352K
Collaborative Wealth Managment Inc. 0.15% Reduce -6.5% 2,448 $347K
Titleist Asset Management, LLC 0.02% New 2,436 $346K
Blue Water Asset Management 0.11% Reduce -18.0% 2,434 $345K
Cyndeo Wealth Partners, LLC 0.02% Reduce -0.0% 2,391 $339K
MBL Wealth, LLC 0.02% No change 2,370 $336K
Keystone Financial Group 0.02% Add +0.1% 2,366 $336K
Aspen Grove Capital, LLC 0.05% Add +0.3% 2,262 $321K
LVZ, Inc. 0.03% Reduce -13.0% 2,262 $321K
JMG Financial Group, Ltd. 0.01% Reduce -15.8% 2,253 $320K
BIP Wealth, LLC 0.01% Add +5.1% 2,250 $319K
Kingswood Wealth Advisors, LLC 0.01% New 2,244 $318K
Ashton Thomas Securities, LLC 0.05% Add +72.4% 2,239 $318K
Twin Peaks Wealth Advisors, LLC 0.07% Add +45.2% 2,234 $317K
Cauble & Harre Wealth Management, Inc. 0.25% No change 2,232 $317K
Tradewinds, LLC. 0.07% New 844 $315K
Optima Capital LLC 0.12% No change 2,205 $313K
Xcelsior Advisor Partners LLC 0.04% New 2,192 $311K
Abound Wealth Management 0.06% No change 2,181 $309K
Tiaa-Cref Individual & Institutional Services, LLC 0.00% Reduce -0.4% 2,092 $297K
Lantern Wealth Advisors, LLC 0.13% Add +2.8% 2,044 $290K
TD Private Client Wealth LLC 0.01% Add +42.7% 2,035 $289K
Prime Capital Investment Advisors, LLC 0.00% Add +14.2% 2,017 $286K
PKS Advisory Services, LLC 0.05% New 2,013 $286K
Inspire Advisors, LLC 0.02% New 2,011 $285K
Heritage Wealth Management, Inc. 0.07% New 2,010 $285K
Range Advisory, LLC 0.03% Add +12.3% 2,006 $285K
Hummer Financial Advisory Services Inc 0.19% No change 2,000 $284K
Vontobel Holding Ltd. 0.00% No change 2,000 $284K
Belpointe Asset Management LLC 0.01% New 1,981 $281K
Aerodigm Wealth, LLC 0.09% No change 1,969 $279K
Daymark Wealth Partners, LLC 0.01% Reduce -12.7% 1,964 $279K
Owl Creek Wealth Partners LLC 0.08% No change 1,959 $278K
BBR Partners, LLC 0.01% No change 1,936 $275K
Prospera Financial Services Inc 0.00% New 1,886 $268K
First Horizon Corp. 0.01% No change 1,867 $265K
Bright Financial Advisors, Inc. 0.11% No change 1,857 $263K
M&T Bank Corp 0.00% No change 1,851 $263K
Drucker Wealth 3.0, LLC 0.04% New 1,826 $259K
CreativeOne Wealth, LLC 0.01% Reduce -4.5% 1,814 $257K
Vident Advisory, LLC 0.00% No change 1,803 $256K
OneAscent Family Office, LLC 0.13% No change 1,799 $255K
Genesee Capital Advisors, LLC 0.08% New 1,773 $252K
Chiron Capital Management, LLC 0.22% New 1,765 $250K
Alesco Advisors, LLC, An ESL Co 0.01% New 1,761 $250K
EverSource Wealth Advisors, LLC 0.01% Reduce -1.9% 1,750 $248K
Brookstone Capital Management 0.00% Reduce -2.7% 1,739 $247K
Parallel Advisors, LLC 0.00% Add +112.5% 1,717 $244K
PCM Encore, LLC 0.04% Reduce -0.3% 1,709 $242K
NorthRock Partners, LLC 0.00% Reduce -0.4% 1,694 $240K
HHM Wealth Advisors, LLC 0.02% Add +166.7% 1,688 $240K
Painted Porch Advisors LLC 0.10% No change 1,683 $239K
SHP Wealth Management 0.02% No change 1,669 $237K
Successful Portfolios LLC 0.11% Add +0.1% 1,654 $237K
Vaquero Private Wealth, Ltd. 0.05% — 1,650 $234K
Peak Planning Group, LLC 0.05% No change 1,641 $233K
Chicago Wealth Management, Inc. 0.08% No change 1,638 $232K
Sigma Planning Corp 0.01% Reduce -14.4% 1,622 $230K
Keybank National Association 0.00% Reduce -6.0% 1,609 $228K
Harbour Capital Advisors, LLC 0.04% No change 1,585 $228K
Enzi Wealth 0.07% Reduce -14.8% 1,587 $227K
First Hawaiian Bank 0.03% New 1,586 $225K
D'Orazio & Associates, Inc. 0.03% New 1,578 $224K
Klingman & Associates, LLC 0.01% New 1,571 $223K
Fermata Advisors, LLC 0.05% Reduce -8.1% 1,570 $223K
Stirlingshire Investments, Inc. 0.16% New 1,547 $219K
Valeo Financial Advisors, LLC 0.00% New 1,538 $218K
Cornerstone Planning Group LLC 0.03% No change 1,531 $218K
Prosperity Consulting Group, LLC 0.01% New 1,530 $217K
Franklin Resources Inc. 0.00% Add +354.6% 1,523 $216K
Neuberger Berman Group LLC 0.00% New 1,501 $213K
Columbia Bank 0.05% New 1,492 $212K
Stonehaven Wealth & Tax Solutions, LLC 0.17% Reduce -30.0% 1,487 $211K
Jacksonville Wealth Management, LLC 0.12% New 1,482 $210K
Financial Advisors Network, Inc. 0.03% New 1,458 $207K
Cary Street Partners Financial LLC 0.00% New 1,451 $206K
Sagespring Wealth Partners, LLC 0.00% New 1,447 $205K
Able Wealth Management LLC 0.05% New 1,434 $203K
Entelevest, LLC 0.18% New 1,433 $203K
Northstar Advisory Group, LLC 0.06% New 1,413 $200K
Smartleaf Asset Management LLC 0.01% No change 1,413 $199K
MCF Advisors LLC 0.01% Reduce -8.2% 1,392 $198K
Crewe Advisors LLC 0.01% New 1,390 $197K
UMB Bank, n.a. 0.00% Add +7.1% 1,356 $192K
International Assets Investment Management, LLC 0.01% Add +3.9% 1,230 $174K
Larson Financial Group LLC 0.00% Add +5.4% 1,208 $171K
CNB Bank 0.06% No change 1,127 $160K
IMA Advisory Services, Inc. 0.01% Add +379.6% 1,079 $153K
Cullen/Frost Bankers, Inc. 0.00% No change 1,021 $145K
Reyes Financial Architecture, Inc. 0.08% No change 1,020 $145K
Aventura Private Wealth, LLC 0.04% No change 944 $134K
Bfsg, LLC 0.01% No change 926 $131K
Napier Financial, LLC 0.03% Add +0.2% 915 $130K
Millstone Evans Group, LLC 0.07% No change 910 $129K
IFG Advisory, LLC 0.00% New 880 $125K
Colonial Trust Co / SC 0.02% No change 874 $124K
JFS Wealth Advisors, LLC 0.01% New 858 $122K
Harbor Asset Planning, Inc. 0.09% Add +0.2% 830 $118K
Whittier Trust Co. 0.00% Add +17.4% 802 $114K
Asset Dedication, LLC 0.01% No change 740 $105K
Johnson Financial Group, Inc. 0.00% Add +194.8% 737 $105K
Golden State Wealth Management, LLC 0.01% Add +0.1% 707 $100K
Investment Counsel Co. of Nevada 0.18% No change 687 $97K
Roble, Belko & Company, Inc 0.01% No change 677 $96K
Tompkins Financial Corp. 0.01% No change 659 $94K
Anchor Investment Management, LLC 0.01% No change 646 $92K
Sittner & Nelson, LLC 0.03% No change 639 $91K
Brown Brothers Harriman & Co. 0.00% Add +24.2% 615 $87K
Signaturefd, LLC 0.00% No change 611 $87K
Atlantic Union Bankshares Corp 0.00% No change 596 $85K
Hantz Financial Services, Inc. 0.00% Add +115.5% 584 $83K
Hilton Head Capital Partners, LLC 0.04% No change 571 $81K
Mather Group, Llc. 0.00% No change 562 $80K
MidFirst Bank 0.01% No change 557 $79K
Central Pacific Bank - Trust Division 0.01% New 537 $76K
Riverview Trust Co 0.09% No change 533 $76K
Oakmont Advisory Group, LLC 0.06% New 530 $75K
CENTRAL TRUST Co 0.00% No change 523 $74K
Maseco LLP 0.00% No change 516 $73K
Kozak & Associates, Inc. 0.01% No change 485 $69K
Highland Investment Advisors LLC 0.03% — 484 $69K
Salomon & Ludwin, LLC 0.01% Reduce -4.0% 478 $68K
Citigroup Inc. 0.00% Reduce -40.8% 465 $66K
Plante Moran Financial Advisors, LLC 0.00% No change 463 $66K
Glen Eagle Advisors, LLC 0.01% No change 454 $64K
Bokf, NA 0.00% No change 435 $62K
Trust Co. of Vermont 0.00% — 433 $61K
Halbert Hargrove Global Advisors, LLC 0.00% Reduce -15.9% 419 $59K
Trust Co. of Toledo NA 0.00% No change 418 $59K
Indiana Trust & Investment Management Co 0.02% No change 417 $59K
Continuum Advisory, LLC 0.00% New 406 $58K
ESL Trust Services, LLC 0.01% No change 399 $57K
Private Wealth Management Group, LLC 0.01% No change 396 $56K
Lanark Financial, Inc. 0.00% Add +26.4% 392 $56K
Whittier Trust Co. of Nevada Inc. 0.00% No change 386 $55K
Harborfront Financial Group LLC 0.21% — 385 $55K
Strategic Wealth Partners, Ltd. 0.00% Reduce -6.8% 382 $54K
Greykasell Wealth Strategies, Inc. 0.02% Add +0.3% 381 $54K
Harbor Investment Advisory, LLC 0.00% No change 380 $54K
SOA Wealth Advisors, LLC. 0.01% Reduce -15.6% 380 $54K
Triumph Capital Management 0.01% No change 366 $52K
Noble Wealth Management PBC 0.02% No change 365 $52K
Tidemark, LLC 0.01% Reduce -2.2% 358 $51K
Moisand Fitzgerald Tamayo, LLC 0.00% Reduce -18.2% 355 $50K
Register Financial Advisors LLC 0.02% Add +0.3% 351 $50K
Rialto Wealth Management, LLC 0.01% Reduce -4.1% 324 $46K
HM Payson & Co. 0.00% No change 322 $46K
Blue Bell Private Wealth Management, LLC 0.01% No change 315 $45K
Geneos Wealth Management Inc. 0.00% Add +18.0% 308 $44K
Vision Retirement, LLC 0.01% Reduce -24.4% 307 $44K
Keating Financial Advisory Services, Inc. 0.01% No change 301 $43K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 281 $40K
Kilter Group LLC 0.01% No change 270 $38K
Pinnacle Bancorp, Inc. 0.01% No change 262 $37K
Tower Research Capital LLC (TRC) 0.00% Reduce -98.3% 253 $36K
Pittenger & Anderson Inc. 0.00% No change 250 $35K
Westend Capital Management, LLC 0.01% Reduce -15.8% 240 $34K
Rossby Financial, LCC 0.01% Reduce -12.4% 218 $31K
Bogart Wealth, LLC 0.00% No change 218 $31K
EPG Wealth Management LLC 0.01% No change 204 $29K
Tradewinds Capital Management, LLC 0.01% No change 200 $28K
Caldwell Sutter Capital, Inc. 0.01% No change 199 $28K
JNBA Financial Advisors 0.00% No change 197 $28K
Arlington Trust Co LLC 0.00% New 196 $28K
EFG International AG 0.00% Reduce -20.3% 185 $26K
TIAA Wealth Investment Management LLC 0.00% Add +232.7% 183 $26K
Southern Michigan Bank & Trust 0.01% New 177 $25K
Tsfg, LLC 0.00% Add +0.6% 178 $25K
Brown, Lisle/Cummings, Inc. 0.01% No change 174 $25K
First United Bank & Trust 0.01% No change 167 $24K
Oakworth Capital, Inc. 0.00% New 165 $23K
Blue Trust, Inc. 0.00% Reduce -49.9% 164 $23K
Roxbury Financial LLC 0.02% Add +0.7% 153 $22K
HFM Investment Advisors, LLC 0.01% Reduce -16.3% 149 $21K
Key Capital Management, INC 0.01% No change 147 $21K
TFC Financial Management, Inc. 0.00% New 147 $21K
Concord Wealth Partners 0.00% New 142 $20K
NFSG Corp 0.00% No change 132 $19K
Security National Bank of So Dak 0.01% New 130 $18K
Activest Wealth Management 0.00% No change 127 $18K
Rothschild Investment LLC 0.00% No change 119 $17K
General Partner, Inc. 0.01% No change 116 $16K
Duncker Streett & Co. Inc. 0.00% No change 114 $16K
Webster Bank, N. A. 0.00% No change 113 $16K
Creative Financial Designs Inc. 0.00% No change 113 $16K
N.E.W. Advisory Services LLC 0.00% No change 97 $14K
Cordgrass Capital Advisors, LLC 0.00% No change 86 $12K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 85 $12K
KERR FINANCIAL PLANNING Corp 0.01% No change 81 $11K
CGC Financial Services, LLC 0.00% No change 81 $11K
MV Capital Management, Inc. 0.00% No change 75 $11K
Medallion Wealth Advisors, LLC 0.00% No change 73 $10K
Versant Capital Management, Inc 0.00% Add +128.1% 73 $10K
MPWM Advisory Solutions, LLC 0.00% No change 72 $10K
Hazlett, Burt & Watson, Inc. 0.00% No change 64 $10K
Dogwood Wealth Management LLC 0.00% New 67 $10K
Hilltop National Bank 0.00% New 65 $9K
Lummis Asset Management, LP 0.01% No change 61 $9K
Marshall & Sterling Wealth Advisors Inc. 0.00% No change 55 $8K
MTM Investment Management, LLC 0.00% New 47 $7K
Rogco, LP 0.00% New 44 $6K
West Paces Advisors Inc. 0.00% New 43 $6K
Elevation Wealth Partners, LLC 0.00% No change 40 $6K
Cheviot Value Management, LLC 0.00% No change 30 $4K
DHJJ Financial Advisors, Ltd. 0.00% No change 27 $4K
Gables Capital Management Inc. 0.00% No change 26 $4K
Wilmington Savings Fund Society, FSB 0.00% No change 24 $3K
Ameriflex Group, Inc. 0.00% Reduce -48.8% 22 $3K
Godfrey Financial Associates, Inc. 0.00% No change 21 $3K
Evolution Wealth Management Inc. 0.00% New 19 $3K
Wagner Wealth Management, LLC 0.00% No change 16 $2K
Chilton Capital Management LLC 0.00% Reduce -73.2% 15 $2K
Evolution Advisers, Inc. 0.00% No change 17 $2K
American Capital Advisory, LLC 0.00% No change 13 $2K
Addison Advisors LLC 0.00% Reduce -95.9% 11 $2K
Crews Bank & Trust 0.00% New 10 $1K
Glass Jacobson Investment Advisors llc 0.00% No change 6 $852

"% 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.