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Goldman Sachs Marketbeta US (GSUS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares6,193,578 from 5,956,472
Change+237,106 (+4%)
Value$653.9M (+$39.7M)
Filed 2026-11-06
CoreCap Advisors, LLC
INCREASED
Shares530,062 from 519,850
Change+10,212 (+2%)
Value$56.0M (+$2.4M)
Filed 2026-10-08
Sowell Financial Services LLC
INCREASED
Shares110,531 from 93,745
Change+16,786 (+18%)
Value$11.7M (+$2.0M)
Filed 2026-10-23
Bank of New York Mellon Corp
INCREASED
Shares79,369 from 74,789
Change+4,580 (+6%)
Value$8.4M (+$668.3K)
Filed 2026-11-05
Commonwealth Equity Services, LLC
DECREASED
Shares77,679 from 79,981
Change-2,302 (-3%)
Value$8.2M (-$45.5K)
Filed 2026-11-02
Syntegra Private Wealth Group, LLC
DECREASED
Shares57,617 from 60,138
Change-2,521 (-4%)
Value$6.1M (-$117.6K)
Filed 2026-10-13
Robertson Stephens Wealth Management, LLC
DECREASED
Shares47,730 from 47,796
Change-66 (0%)
Value$5.0M (+$111.1K)
Filed 2026-10-16
Beacon Financial Advisory LLC
INCREASED
Shares40,850 from 36,406
Change+4,444 (+12%)
Value$4.3M (+$559.1K)
Filed 2026-10-16
Legacy Advisory Services, LLC
NEW
Shares27,267
Change+27,267
Value$2.9M
Filed 2026-10-20
Kestra Advisory Services, LLC
INCREASED
Shares21,035 from 6,441
Change+14,594 (+227%)
Value$2.2M (+$1.6M)
Filed 2026-11-02
Private Trust Co NA
DECREASED
Shares19,965 from 20,001
Change-36 (0%)
Value$2.1M (+$45.6K)
Filed 2026-10-20
Maia Wealth LLC
DECREASED
Shares19,594 from 27,574
Change-7,980 (-29%)
Value$2.1M (-$774.3K)
Filed 2026-10-19
Vise Technologies, Inc.
INCREASED
Shares17,461 from 11,577
Change+5,884 (+51%)
Value$1.8M (+$649.8K)
Filed 2026-10-29
Worth Financial Advisory Group, LLC
INCREASED
Shares16,265 from 15,648
Change+617 (+4%)
Value$1.7M (+$103.8K)
Filed 2026-10-19
Perigon Wealth Management, LLC
UNCHANGED
Shares13,577 from 13,577
Change0 (0%)
Value$1.4M (+$33.5K)
Filed 2026-10-22
Ashton Thomas Private Wealth, LLC
INCREASED
Shares9,517 from 8,579
Change+938 (+11%)
Value$1.0M (+$120.2K)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares8,209 from 9,755
Change-1,546 (-16%)
Value$867.0K (-$139.0K)
Filed 2026-11-02
Lantern Wealth Advisors, LLC
DECREASED
Shares7,746 from 7,775
Change-29 (0%)
Value$817.7K (+$16.1K)
Filed 2026-10-22
World Equity Group, Inc.
DECREASED
Shares7,480 from 14,168
Change-6,688 (-47%)
Value$789.7K (-$671.1K)
Filed 2026-10-14
Stonehaven Wealth & TAX Solutions, LLC
UNCHANGED
Shares7,239 from 7,239
Change0 (0%)
Value$764.2K (+$17.9K)
Filed 2026-10-22
Allworth Financial LP
INCREASED
Shares7,170 from 1,964
Change+5,206 (+265%)
Value$739.2K (+$536.7K)
Filed 2026-11-06
Cornerstone Planning Group LLC
UNCHANGED
Shares6,463 from 6,463
Change0 (0%)
Value$696.2K (+$28.7K)
Filed 2026-10-16
Global Assets Advisory, LLC
UNCHANGED
Shares5,823 from 5,823
Change0 (0%)
Value$624.3K (+$23.0K)
Filed 2026-10-28
Integrity Alliance, Llc.
DECREASED
Shares5,498 from 7,550
Change-2,052 (-27%)
Value$580.5K (-$197.9K)
Filed 2026-10-29
Kingswood Wealth Advisors, LLC
DECREASED
Shares4,794 from 6,843
Change-2,049 (-30%)
Value$506.1K (-$199.4K)
Filed 2026-10-23
Optima Capital LLC
INCREASED
Shares4,792 from 4,781
Change+11 (+0%)
Value$505.9K (+$13.0K)
Filed 2026-10-29
Elevation Point Wealth Partners, LLC
NEW
Shares4,377
Change+4,377
Value$462.1K
Filed 2026-11-05
Capital Investment Advisors, LLC
UNCHANGED
Shares3,913 from 3,913
Change0 (0%)
Value$413.1K (+$9.7K)
Filed 2026-10-22
Moors & Cabot, Inc.
NEW
Shares3,851
Change+3,851
Value$406.6K
Filed 2026-11-06
Lockerman Financial Group, Inc.
DECREASED
Shares3,317 from 3,420
Change-103 (-3%)
Value$350.2K (-$2.4K)
Filed 2026-10-19
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares2,747 from 5,758
Change-3,011 (-52%)
Value$290.0K (-$303.6K)
Filed 2026-10-14
Sage Financial Group Inc
UNCHANGED
Shares2,180 from 2,180
Change0 (0%)
Value$230.1K (+$5.4K)
Filed 2026-10-27
Atria Investments, Inc
DECREASED
Shares2,151 from 2,554
Change-403 (-16%)
Value$227.1K (-$36.2K)
Filed 2026-10-15
Merit Financial Group, LLC
INCREASED
Shares1,997 from 1,992
Change+5 (+0%)
Value$210.8K (+$5.4K)
Filed 2026-11-06
Hurley Capital, LLC
DECREASED
Shares1,879 from 1,912
Change-33 (-2%)
Value$198.4K (+$1.2K)
Filed 2026-11-05
Fifth Third Bancorp
UNCHANGED
Shares1,336 from 1,336
Change0 (0%)
Value$141.0K (+$3.3K)
Filed 2026-11-05
Brown, Lisle Ings, Inc.
INCREASED
Shares808 from 263
Change+545 (+207%)
Value$85.3K (+$58.2K)
Filed 2026-10-16
Cordgrass Capital Advisors, LLC
UNCHANGED
Shares536 from 536
Change0 (0%)
Value$56.6K (+$1.3K)
Filed 2026-10-30
UMB Bank, n.a.
DECREASED
Shares361 from 1,006
Change-645 (-64%)
Value$38.1K (-$65.6K)
Filed 2026-11-06
Assetmark, Inc
DECREASED
Shares151 from 152
Change-1 (-1%)
Value$16.0K (+$309)
Filed 2026-10-21
Triumph Capital Management
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$5.3K (+$123)
Filed 2026-10-14
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$2.0K (+$47)
Filed 2026-10-29
Russell Investments Group, Ltd.
DECREASED
Shares3 from 7
Change-4 (-57%)
Value$288 (-$405)
Filed 2026-11-06
WIN Advisors, Inc
CLOSED
Shares0 from 6,219
Change-6,219 (-100%)
Value$0 (-$641.2K)
Filed 2026-11-06
International Assets Investment Management, LLC
CLOSED
Shares0 from 445
Change-445 (-100%)
Value$0 (-$45.8K)
Filed 2026-11-02
Goldman Sachs Group Inc
N/A
Shares— from 16,128,996
Change-16,128,996 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 3,192,043
Change-3,192,043 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 1,209,324
Change-1,209,324 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 836,584
Change-836,584 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 758,721
Change-758,721 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 638,657
Change-638,657 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 479,151
Change-479,151 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 285,652
Change-285,652 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 180,502
Change-180,502 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 158,934
Change-158,934 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 94,978
Change-94,978 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 91,141
Change-91,141 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 71,909
Change-71,909 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 48,103
Change-48,103 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 39,196
Change-39,196 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 35,659
Change-35,659 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 34,298
Change-34,298 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 23,967
Change-23,967 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 21,141
Change-21,141 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 19,624
Change-19,624 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 18,122
Change-18,122 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 14,910
Change-14,910 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 12,530
Change-12,530 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 8,707
Change-8,707 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 8,479
Change-8,479 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 8,376
Change-8,376 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 7,405
Change-7,405 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 7,070
Change-7,070 (-100%)
Value—
FMR LLC
N/A
Shares— from 6,254
Change-6,254 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 5,317
Change-5,317 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 3,989
Change-3,989 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 3,756
Change-3,756 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 3,525
Change-3,525 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 3,402
Change-3,402 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 2,894
Change-2,894 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 2,843
Change-2,843 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 2,819
Change-2,819 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 2,784
Change-2,784 (-100%)
Value—
J Hagan Capital, Inc.
N/A
Shares— from 2,588
Change-2,588 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 1,448
Change-1,448 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,005
Change-1,005 (-100%)
Value—
EFG International AG
N/A
Shares— from 982
Change-982 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 821
Change-821 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 796
Change-796 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 533
Change-533 (-100%)
Value—
Blair William & Co
N/A
Shares— from 350
Change-350 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 348
Change-348 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 329
Change-329 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 271
Change-271 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 91
Change-91 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 76
Change-76 (-100%)
Value—
Status
LPL Financial LLC
INCREASED6,193,5785,956,472+237,106+4%$614.1M$653.9M+$39.7M2026-11-06
CoreCap Advisors, LLC
INCREASED530,062519,850+10,212+2%$53.6M$56.0M+$2.4M2026-10-08
Sowell Financial Services LLC
INCREASED110,53193,745+16,786+18%$9.7M$11.7M+$2.0M2026-10-23
Bank of New York Mellon Corp
INCREASED79,36974,789+4,580+6%$7.7M$8.4M+$668.3K2026-11-05
Commonwealth Equity Services, LLC
DECREASED77,67979,981-2,302-3%$8.2M$8.2M-$45.5K2026-11-02
Syntegra Private Wealth Group, LLC
DECREASED57,61760,138-2,521-4%$6.2M$6.1M-$117.6K2026-10-13
Robertson Stephens Wealth Management, LLC
DECREASED47,73047,796-660%$4.9M$5.0M+$111.1K2026-10-16
Beacon Financial Advisory LLC
INCREASED40,85036,406+4,444+12%$3.8M$4.3M+$559.1K2026-10-16
Legacy Advisory Services, LLC
NEW27,267—+27,267——$2.9M—2026-10-20
Kestra Advisory Services, LLC
INCREASED21,0356,441+14,594+227%$664.1K$2.2M+$1.6M2026-11-02
Private Trust Co NA
DECREASED19,96520,001-360%$2.1M$2.1M+$45.6K2026-10-20
Maia Wealth LLC
DECREASED19,59427,574-7,980-29%$2.8M$2.1M-$774.3K2026-10-19
Vise Technologies, Inc.
INCREASED17,46111,577+5,884+51%$1.2M$1.8M+$649.8K2026-10-29
Worth Financial Advisory Group, LLC
INCREASED16,26515,648+617+4%$1.6M$1.7M+$103.8K2026-10-19
Perigon Wealth Management, LLC
UNCHANGED13,57713,57700%$1.4M$1.4M+$33.5K2026-10-22
Ashton Thomas Private Wealth, LLC
INCREASED9,5178,579+938+11%$884.5K$1.0M+$120.2K2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED8,2099,755-1,546-16%$1.0M$867.0K-$139.0K2026-11-02
Lantern Wealth Advisors, LLC
DECREASED7,7467,775-290%$801.6K$817.7K+$16.1K2026-10-22
World Equity Group, Inc.
DECREASED7,48014,168-6,688-47%$1.5M$789.7K-$671.1K2026-10-14
Stonehaven Wealth & TAX Solutions, LLC
UNCHANGED7,2397,23900%$746.3K$764.2K+$17.9K2026-10-22
Allworth Financial LP
INCREASED7,1701,964+5,206+265%$202.5K$739.2K+$536.7K2026-11-06
Cornerstone Planning Group LLC
UNCHANGED6,4636,46300%$667.5K$696.2K+$28.7K2026-10-16
Global Assets Advisory, LLC
UNCHANGED5,8235,82300%$601.4K$624.3K+$23.0K2026-10-28
Integrity Alliance, Llc.
DECREASED5,4987,550-2,052-27%$778.4K$580.5K-$197.9K2026-10-29
Kingswood Wealth Advisors, LLC
DECREASED4,7946,843-2,049-30%$705.5K$506.1K-$199.4K2026-10-23
Optima Capital LLC
INCREASED4,7924,781+11+0%$492.9K$505.9K+$13.0K2026-10-29
Elevation Point Wealth Partners, LLC
NEW4,377—+4,377——$462.1K—2026-11-05
Capital Investment Advisors, LLC
UNCHANGED3,9133,91300%$403.4K$413.1K+$9.7K2026-10-22
Moors & Cabot, Inc.
NEW3,851—+3,851——$406.6K—2026-11-06
Lockerman Financial Group, Inc.
DECREASED3,3173,420-103-3%$352.6K$350.2K-$2.4K2026-10-19
Patriot Financial Group Insurance Agency, LLC
DECREASED2,7475,758-3,011-52%$593.7K$290.0K-$303.6K2026-10-14
Sage Financial Group Inc
UNCHANGED2,1802,18000%$224.8K$230.1K+$5.4K2026-10-27
Atria Investments, Inc
DECREASED2,1512,554-403-16%$263.3K$227.1K-$36.2K2026-10-15
Merit Financial Group, LLC
INCREASED1,9971,992+5+0%$205.4K$210.8K+$5.4K2026-11-06
Hurley Capital, LLC
DECREASED1,8791,912-33-2%$197.2K$198.4K+$1.2K2026-11-05
Fifth Third Bancorp
UNCHANGED1,3361,33600%$137.7K$141.0K+$3.3K2026-11-05
Brown, Lisle Ings, Inc.
INCREASED808263+545+207%$27.1K$85.3K+$58.2K2026-10-16
Cordgrass Capital Advisors, LLC
UNCHANGED53653600%$55.3K$56.6K+$1.3K2026-10-30
UMB Bank, n.a.
DECREASED3611,006-645-64%$103.7K$38.1K-$65.6K2026-11-06
Assetmark, Inc
DECREASED151152-1-1%$15.7K$16.0K+$3092026-10-21
Triumph Capital Management
UNCHANGED505000%$5.2K$5.3K+$1232026-10-14
Blue Bell Private Wealth Management, LLC
UNCHANGED191900%$2.0K$2.0K+$472026-10-29
Russell Investments Group, Ltd.
DECREASED37-4-57%$693$288-$4052026-11-06
WIN Advisors, Inc
CLOSED06,219-6,219-100%$641.2K$0-$641.2K2026-11-06
International Assets Investment Management, LLC
CLOSED0445-445-100%$45.8K$0-$45.8K2026-11-02
Goldman Sachs Group Inc
N/A—16,128,996-16,128,996-100%$1.7B———
Envestnet Asset Management Inc
N/A—3,192,043-3,192,043-100%$329.1M———
Principal Securities, Inc.
N/A—1,209,324-1,209,324-100%$124.7M———
Wells Fargo & Company
N/A—836,584-836,584-100%$86.3M———
Envestnet Portfolio Solutions, Inc.
N/A—758,721-758,721-100%$78.2M———
Cetera Investment Advisers
N/A—638,657-638,657-100%$65.8M———
Morgan Stanley
N/A—479,151-479,151-100%$49.4M———
Keebeck Wealth Management
N/A—285,652-285,652-100%$29.5M———
NewEdge Advisors, LLC
N/A—180,502-180,502-100%$18.6M———
Sanctuary Advisors, LLC
N/A—158,934-158,934-100%$16.4M———
LifePlan Investment Advisors, Inc.
N/A—94,978-94,978-100%$9.8M———
Raymond James Financial Inc
N/A—91,141-91,141-100%$9.4M———
Founders Financial Alliance, LLC
N/A—71,909-71,909-100%$7.4M———
Integrated Wealth Concepts LLC
N/A—48,103-48,103-100%$5.0M———
Osaic Holdings, Inc.
N/A—39,196-39,196-100%$4.0M———
Orion Porfolio Solutions, LLC
N/A—35,659-35,659-100%$3.7M———
Susquehanna International Group, LLP
N/A—34,298-34,298-100%$3.5M———
World Investment Advisors
N/A—23,967-23,967-100%$2.5M———
Transamerica Financial Advisors, LLC
N/A—21,141-21,141-100%$2.2M———
Global Retirement Partners, LLC
N/A—19,624-19,624-100%$2.0M———
Regal Investment Advisors LLC
N/A—18,122-18,122-100%$1.9M———
MML Investors Services, LLC
N/A—14,910-14,910-100%$1.5M———
Perennial Investment Advisors, LLC
N/A—12,530-12,530-100%$1.3M———
JPMorgan Chase & Co
N/A—8,707-8,707-100%$891.1K———
Ausdal Financial Partners, Inc.
N/A—8,479-8,479-100%$874.2K———
Royal Bank of Canada
N/A—8,376-8,376-100%$864.0K———
Belpointe Asset Management LLC
N/A—7,405-7,405-100%$763.5K———
Equitable Holdings, Inc.
N/A—7,070-7,070-100%$728.9K———
FMR LLC
N/A—6,254-6,254-100%$644.8K———
Great Valley Advisor Group, Inc.
N/A—5,317-5,317-100%$548.1K———
Bank of America Corp
N/A—3,989-3,989-100%$411.3K———
GTS Securities LLC
N/A—3,756-3,756-100%$387.2K———
Western Wealth Management, LLC
N/A—3,525-3,525-100%$363.4K———
Arkadios Wealth Advisors
N/A—3,402-3,402-100%$350.8K———
Steward Partners Investment Advisory, LLC
N/A—2,894-2,894-100%$298.4K———
Mercer Global Advisors Inc
N/A—2,843-2,843-100%$293.1K———
GeoWealth Management, LLC
N/A—2,819-2,819-100%$290.6K———
First Commonwealth Financial Corp
N/A—2,784-2,784-100%$287.0K———
J Hagan Capital, Inc.
N/A—2,588-2,588-100%$266.8K———
Johnson Financial Group, Inc.
N/A—1,448-1,448-100%$149.3K———
AE Wealth Management LLC
N/A—1,005-1,005-100%$103.6K———
EFG International AG
N/A—982-982-100%$101.2K———
Rockefeller Capital Management L.P.
N/A—821-821-100%$84.6K———
O'shaughnessy Asset Management, LLC
N/A—796-796-100%$82.1K———
SOA Wealth Advisors, Llc.
N/A—533-533-100%$54.9K———
Blair William & Co
N/A—350-350-100%$36.1K———
Tower Research Capital LLC (TRC)
N/A—348-348-100%$35.9K———
IFG Advisory, LLC
N/A—329-329-100%$33.9K———
Northwestern Mutual Wealth Management Co
N/A—271-271-100%$27.9K———
Harbour Investments, Inc.
N/A—91-91-100%$9.4K———
Highland Investment Advisors LLC
N/A—76-76-100%$7.8K———
Showing 96 of 96 institutions