Goldman Sachs Activebeta WorGSWOETF

13F holders, Q1 2025 (March 31)
29holders −1
5new positions
5sold out
$51.37avg. 13F price*

At the end of Q1 2025, 29 institutions reported holding Goldman Sachs Activebeta Wor (GSWO) in their 13F filings, down 1 from Q4 2024. 5 opened new positions and 5 sold out. The largest holders were LPL Financial LLC ($26.4M), Envestnet Asset Management Inc. ($13.8M) and Jane Street Group, LLC ($9.1M).

Company
Goldman Sachs Activebeta Wor
CUSIP
38149W739
Latest filing quarter
Q2 2026

History

Number of 13F holders

01020304050 Q1 2024: 30Q1 2024Q2 2024: 33Q2 2024Q3 2024: 31Q3 2024Q4 2024: 30Q4 2024Q1 2025: 29Q1 2025Q2 2025: 34Q2 2025Q3 2025: 44Q3 2025Q4 2025: 44Q4 2025Q1 2026: 38Q1 2026Q2 2026: 36Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions5$268K
Exits5$3.2M

All 13F filers, Q4 2024 → Q1 2025: 31,798 shares bought and 112,001 shares sold, net −80,203 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 29 holders

LPL Financial LLC 0.01% Add +1.6% 512,882 $26.4M
Envestnet Asset Management Inc. 0.00% Add +3.1% 268,305 $13.8M
Jane Street Group, LLC 0.02% Reduce -11.6% 176,850 $9.1M
Principal Securities, Inc. 0.11% No change 96,652 $4.8M
Morgan Stanley 0.00% Reduce -1.8% 89,599 $4.6M
Cetera Investment Advisers 0.01% Reduce -2.2% 62,629 $3.2M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -22.6% 48,679 $2.5M
CoreCap Advisors, LLC 0.08% Reduce -0.3% 33,749 $1.7M
Empirical Asset Management, LLC 0.40% Add +2.1% 22,976 $1.2M
NewEdge Advisors, LLC 0.00% Add +127.7% 14,454 $745K
Atria Wealth Solutions, Inc. 0.01% Add +1.1% 12,225 $630K
Bank of New York Mellon Corp 0.00% Reduce -16.7% 7,721 $398K
Commonwealth Equity Services, LLC 0.00% Reduce -13.0% 5,560 $286K
Royal Bank of Canada 0.00% Add +18.8% 5,482 $282K
LifePlan Investment Advisors, Inc. 0.14% New 4,827 $249K
Maia Wealth LLC 0.05% Reduce -3.7% 4,180 $211K
Osaic Holdings, Inc. 0.00% Reduce -40.5% 4,087 $211K
Federation des caisses Desjardins du Quebec 0.00% Add +83.8% 1,380 $71K
Bank of Montreal 0.00% Add +31.0% 828 $43K
National Bank of Canada 0.00% Reduce -13.9% 739 $38K
Steward Partners Investment Advisory, LLC 0.00% No change 360 $19K
Wells Fargo & Company 0.00% New 267 $14K
TD Waterhouse Canada Inc. 0.00% Reduce -56.3% 126 $6K
Private Trust Co. NA 0.00% Reduce -5.4% 105 $5K
Allworth Financial LP 0.00% New 81 $4K
FMR LLC 0.00% No change 59 $3K
Quent Capital, LLC 0.00% New 19 $979
Copia Wealth Management 0.00% New 8 $412
JPMorgan Chase & Co. 0.00% Reduce -99.8% 1 $52

"% of holder's portfolio" is GSWO's weight in each manager's 13F, not the share of Goldman Sachs Activebeta Wor the manager owns.