IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Goldman Sachs Marketbeta INT (GSID)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares1,091,479 from 1,066,112
Change+25,367 (+2%)
Value$81.8M (+$1.6M)
Filed 2026-11-06
Elevation Point Wealth Partners, LLC
INCREASED
Shares195,134 from 186,635
Change+8,499 (+5%)
Value$14.6M (+$591.7K)
Filed 2026-11-05
Sowell Financial Services LLC
INCREASED
Shares122,482 from 96,854
Change+25,628 (+26%)
Value$9.2M (+$1.9M)
Filed 2026-10-23
Security Financial Services, Inc.
DECREASED
Shares52,286 from 54,900
Change-2,614 (-5%)
Value$3.9M (-$209.0K)
Filed 2026-10-29
CoreCap Advisors, LLC
INCREASED
Shares29,680 from 14,172
Change+15,508 (+109%)
Value$2.2M (+$1.2M)
Filed 2026-10-08
Bank of New York Mellon Corp
INCREASED
Shares14,280 from 13,511
Change+769 (+6%)
Value$1.1M (+$54.4K)
Filed 2026-11-05
Beacon Financial Advisory LLC
INCREASED
Shares6,184 from 4,840
Change+1,344 (+28%)
Value$463.2K (+$99.5K)
Filed 2026-10-16
Private Trust Co NA
DECREASED
Shares4,318 from 4,321
Change-3 (0%)
Value$323.4K (-$1.3K)
Filed 2026-10-20
Legacy Advisory Services, LLC
NEW
Shares3,643
Change+3,643
Value$272.9K
Filed 2026-10-20
Commonwealth Equity Services, LLC
DECREASED
Shares3,544 from 4,234
Change-690 (-16%)
Value$265.4K (-$52.7K)
Filed 2026-11-02
Syntegra Private Wealth Group, LLC
UNCHANGED
Shares3,507 from 3,507
Change0 (0%)
Value$262.7K (-$842)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares3,352 from 3,349
Change+3 (+0%)
Value$251.0K (-$1.0K)
Filed 2026-11-02
Perigon Wealth Management, LLC
UNCHANGED
Shares2,808 from 2,808
Change0 (0%)
Value$210.3K (-$674)
Filed 2026-10-22
Allworth Financial LP
NEW
Shares1,077
Change+1,077
Value$80.9K
Filed 2026-11-06
3Chopt Investment Partners, LLC
UNCHANGED
Shares466 from 466
Change0 (0%)
Value$34.9K (-$112)
Filed 2026-10-30
Ashton Thomas Private Wealth, LLC
INCREASED
Shares397 from 381
Change+16 (+4%)
Value$29.7K (+$1.1K)
Filed 2026-11-03
Farther Finance Advisors, LLC
DECREASED
Shares260 from 458
Change-198 (-43%)
Value$19.5K (-$14.9K)
Filed 2026-10-08
Spire Wealth Management
UNCHANGED
Shares176 from 176
Change0 (0%)
Value$13.2K (-$43)
Filed 2026-10-30
Brown, Lisle Ings, Inc.
INCREASED
Shares117 from 37
Change+80 (+216%)
Value$8.8K (+$6.0K)
Filed 2026-10-16
Latitude Advisors, LLC
NEW
Shares11
Change+11
Value$824
Filed 2026-10-27
Cornerstone Planning Group LLC
CLOSED
Shares0 from 1,029
Change-1,029 (-100%)
Value$0 (-$77.7K)
Filed 2026-10-16
UMB Bank, n.a.
CLOSED
Shares0 from 150
Change-150 (-100%)
Value$0 (-$11.3K)
Filed 2026-11-06
Goldman Sachs Group Inc
N/A
Shares— from 10,646,900
Change-10,646,900 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 550,097
Change-550,097 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 265,455
Change-265,455 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 200,025
Change-200,025 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 185,006
Change-185,006 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 137,972
Change-137,972 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 133,348
Change-133,348 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 110,566
Change-110,566 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 59,303
Change-59,303 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 54,769
Change-54,769 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 46,780
Change-46,780 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 26,123
Change-26,123 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 15,542
Change-15,542 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 13,192
Change-13,192 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 12,493
Change-12,493 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 11,650
Change-11,650 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 11,583
Change-11,583 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 9,470
Change-9,470 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 9,446
Change-9,446 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 6,578
Change-6,578 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 5,800
Change-5,800 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 4,818
Change-4,818 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 3,683
Change-3,683 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 3,575
Change-3,575 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 3,469
Change-3,469 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 526
Change-526 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 384
Change-384 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 297
Change-297 (-100%)
Value—
EFG International AG
N/A
Shares— from 231
Change-231 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 147
Change-147 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 84
Change-84 (-100%)
Value—
Status
LPL Financial LLC
INCREASED1,091,4791,066,112+25,367+2%$80.1M$81.8M+$1.6M2026-11-06
Elevation Point Wealth Partners, LLC
INCREASED195,134186,635+8,499+5%$14.0M$14.6M+$591.7K2026-11-05
Sowell Financial Services LLC
INCREASED122,48296,854+25,628+26%$7.3M$9.2M+$1.9M2026-10-23
Security Financial Services, Inc.
DECREASED52,28654,900-2,614-5%$4.1M$3.9M-$209.0K2026-10-29
CoreCap Advisors, LLC
INCREASED29,68014,172+15,508+109%$1.1M$2.2M+$1.2M2026-10-08
Bank of New York Mellon Corp
INCREASED14,28013,511+769+6%$1.0M$1.1M+$54.4K2026-11-05
Beacon Financial Advisory LLC
INCREASED6,1844,840+1,344+28%$363.7K$463.2K+$99.5K2026-10-16
Private Trust Co NA
DECREASED4,3184,321-30%$324.7K$323.4K-$1.3K2026-10-20
Legacy Advisory Services, LLC
NEW3,643—+3,643——$272.9K—2026-10-20
Commonwealth Equity Services, LLC
DECREASED3,5444,234-690-16%$318.1K$265.4K-$52.7K2026-11-02
Syntegra Private Wealth Group, LLC
UNCHANGED3,5073,50700%$263.5K$262.7K-$8422026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED3,3523,349+3+0%$252.0K$251.0K-$1.0K2026-11-02
Perigon Wealth Management, LLC
UNCHANGED2,8082,80800%$211.0K$210.3K-$6742026-10-22
Allworth Financial LP
NEW1,077—+1,077——$80.9K—2026-11-06
3Chopt Investment Partners, LLC
UNCHANGED46646600%$35.0K$34.9K-$1122026-10-30
Ashton Thomas Private Wealth, LLC
INCREASED397381+16+4%$28.6K$29.7K+$1.1K2026-11-03
Farther Finance Advisors, LLC
DECREASED260458-198-43%$34.4K$19.5K-$14.9K2026-10-08
Spire Wealth Management
UNCHANGED17617600%$13.2K$13.2K-$432026-10-30
Brown, Lisle Ings, Inc.
INCREASED11737+80+216%$2.8K$8.8K+$6.0K2026-10-16
Latitude Advisors, LLC
NEW11—+11——$824—2026-10-27
Cornerstone Planning Group LLC
CLOSED01,029-1,029-100%$77.7K$0-$77.7K2026-10-16
UMB Bank, n.a.
CLOSED0150-150-100%$11.3K$0-$11.3K2026-11-06
Goldman Sachs Group Inc
N/A—10,646,900-10,646,900-100%$800.0M———
Envestnet Asset Management Inc
N/A—550,097-550,097-100%$41.3M———
Morgan Stanley
N/A—265,455-265,455-100%$19.9M———
Principal Securities, Inc.
N/A—200,025-200,025-100%$15.0M———
Vestmark Advisory Solutions, Inc.
N/A—185,006-185,006-100%$13.9M———
Envestnet Portfolio Solutions, Inc.
N/A—137,972-137,972-100%$10.4M———
Bank of America Corp
N/A—133,348-133,348-100%$10.0M———
Cetera Investment Advisers
N/A—110,566-110,566-100%$8.3M———
JPMorgan Chase & Co
N/A—59,303-59,303-100%$4.4M———
Drive Wealth Management, LLC
N/A—54,769-54,769-100%$4.1M———
Keebeck Wealth Management
N/A—46,780-46,780-100%$3.5M———
NewEdge Advisors, LLC
N/A—26,123-26,123-100%$2.0M———
LifePlan Investment Advisors, Inc.
N/A—15,542-15,542-100%$1.2M———
Jane Street Group, LLC
N/A—13,192-13,192-100%$991.2K———
OneDigital Investment Advisors LLC
N/A—12,493-12,493-100%$938.8K———
Citadel Advisors LLC
N/A—11,650-11,650-100%$875.4K———
Founders Financial Alliance, LLC
N/A—11,583-11,583-100%$870.3K———
Integrated Wealth Concepts LLC
N/A—9,470-9,470-100%$711.5K———
Mariner, LLC
N/A—9,446-9,446-100%$709.8K———
Sanctuary Advisors, LLC
N/A—6,578-6,578-100%$494.3K———
Orion Porfolio Solutions, LLC
N/A—5,800-5,800-100%$435.8K———
Private Advisor Group, LLC
N/A—4,818-4,818-100%$362.0K———
Transamerica Financial Advisors, LLC
N/A—3,683-3,683-100%$276.8K———
Global Retirement Partners, LLC
N/A—3,575-3,575-100%$268.6K———
World Investment Advisors
N/A—3,469-3,469-100%$260.7K———
Osaic Holdings, Inc.
N/A—526-526-100%$39.5K———
GeoWealth Management, LLC
N/A—384-384-100%$28.9K———
Johnson Financial Group, Inc.
N/A—297-297-100%$22.3K———
EFG International AG
N/A—231-231-100%$17.4K———
AE Wealth Management LLC
N/A—147-147-100%$11.0K———
Royal Bank of Canada
N/A—84-84-100%$6.0K———
Showing 53 of 53 institutions