Goldman Sachs Activebeta WorGSWOETF
13F holders, Q2 2025 (June 30)34holders +5
6new positions
2sold out
$54.73avg. 13F price*
At the end of Q2 2025, 34 institutions reported holding Goldman Sachs Activebeta Wor (GSWO) in their 13F filings, up 5 from Q1 2025. 6 opened new positions and 2 sold out. The largest holders were LPL Financial LLC ($29.2M), Morgan Stanley ($21.0M) and Envestnet Asset Management Inc. ($19.3M).
- Company
- Goldman Sachs Activebeta Wor
- CUSIP
- 38149W739
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $6.9M |
| Exits | 2 | $9.1M |
All 13F filers, Q1 2025 → Q2 2025: 620,889 shares bought and 186,692 shares sold, net +434,197 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 34 holders
| LPL Financial LLC | 0.01% | Add +4.0% | 533,641 | $29.2M |
| Morgan Stanley | 0.00% | Add +328.7% | 384,083 | $21.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +31.1% | 351,816 | $19.3M |
| Principal Securities, Inc. | 0.11% | Add +10.9% | 107,201 | $5.9M |
| CoreCap Advisors, LLC | 0.20% | Add +166.3% | 89,859 | $4.9M |
| Truist Financial Corp. | 0.01% | New | 73,676 | $4.0M |
| Cetera Investment Advisers | 0.01% | Reduce -0.6% | 62,246 | $3.4M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -4.7% | 46,393 | $2.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 42,725 | $2.3M |
| NewEdge Advisors, LLC | 0.01% | Add +135.8% | 34,089 | $1.9M |
| Empirical Asset Management, LLC | 0.39% | Add +0.9% | 23,186 | $1.3M |
| Keebeck Wealth Management | 0.07% | New | 10,117 | $554K |
| Royal Bank of Canada | 0.00% | Add +65.8% | 9,092 | $498K |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.8% | 7,659 | $419K |
| LifePlan Investment Advisors, Inc. | 0.18% | Add +36.2% | 6,574 | $360K |
| Commonwealth Equity Services, LLC | 0.00% | Add +14.7% | 6,379 | $349K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -56.4% | 5,336 | $292K |
| Osaic Holdings, Inc. | 0.00% | Add +17.0% | 4,781 | $262K |
| Maia Wealth LLC | 0.04% | Reduce -0.4% | 4,164 | $228K |
| Global Retirement Partners, LLC | 0.00% | — | 2,390 | $131K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +44.2% | 1,990 | $109K |
| Bank of Montreal | 0.00% | Add +52.2% | 1,260 | $69K |
| National Bank of Canada | 0.00% | Add +68.9% | 1,248 | $68K |
| TD Waterhouse Canada Inc. | 0.00% | Add +196.0% | 373 | $20K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 360 | $20K |
| Private Trust Co. NA | 0.00% | Add +204.8% | 320 | $18K |
| FMR LLC | 0.00% | Add +64.4% | 97 | $5K |
| Allworth Financial LP | 0.00% | Add +1.2% | 82 | $4K |
| Wells Fargo & Company | 0.00% | Reduce -70.0% | 80 | $4K |
| Raymond James Financial Inc. | 0.00% | New | 77 | $4K |
| JPMorgan Chase & Co. | 0.00% | Add +6600.0% | 67 | $4K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 41 | $2K |
| Copia Wealth Management | 0.00% | No change | 8 | $438 |
| Hillsdale Investment Management Inc. | 0.00% | New | 7 | $383 |
"% of holder's portfolio" is GSWO's weight in each manager's 13F, not the share of Goldman Sachs Activebeta Wor the manager owns.