Goldman Sachs Access Inflati (GTIP)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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LPL Financial LLC

INCREASED

Shares901,489 from 863,767

Change+37,722 (+4%)

Value$41.7M (-$450.3K)

Filed 2026-11-06

Sowell Financial Services LLC

INCREASED

Shares93,602 from 73,604

Change+19,998 (+27%)

Value$4.3M (+$738.8K)

Filed 2026-10-23

Elevation Point Wealth Partners, LLC

DECREASED

Shares50,417 from 471,983

Change-421,566 (-89%)

Value$2.3M (-$20.7M)

Filed 2026-11-05

Lifetime Wealth Management P.C.

DECREASED

Shares33,627 from 34,928

Change-1,301 (-4%)

Value$1.6M (-$149.9K)

Filed 2026-10-29

CoreCap Advisors, LLC

INCREASED

Shares21,919 from 20,931

Change+988 (+5%)

Value$1.0M (-$7.5K)

Filed 2026-10-08

Bank of New York Mellon Corp

INCREASED

Shares14,146 from 13,392

Change+754 (+6%)

Value$655.1K (+$842)

Filed 2026-11-05

Catalyst Private Wealth, LLC

UNCHANGED

Shares6,000 from 6,000

Change0 (0%)

Value$277.8K (-$15.3K)

Filed 2026-10-13

Kestra Advisory Services, LLC

NEW

Shares5,946

Change+5,946

Value$275.3K

Filed 2026-11-02

Legacy Advisors, LLC

INCREASED

Shares5,684 from 5,566

Change+118 (+2%)

Value$263.2K (-$8.7K)

Filed 2026-10-19

Private Trust Co NA

DECREASED

Shares4,930 from 4,949

Change-19 (0%)

Value$228.3K (-$13.5K)

Filed 2026-10-20

Beacon Financial Advisory LLC

INCREASED

Shares4,812 from 4,279

Change+533 (+12%)

Value$222.8K (+$13.8K)

Filed 2026-10-16

Ashton Thomas Private Wealth, LLC

INCREASED

Shares2,005 from 1,617

Change+388 (+24%)

Value$92.8K (+$13.9K)

Filed 2026-11-03

Allworth Financial LP

INCREASED

Shares391 from 379

Change+12 (+3%)

Value$19.1K (+$551)

Filed 2026-11-06

Cordgrass Capital Advisors, LLC

UNCHANGED

Shares193 from 193

Change0 (0%)

Value$8.9K (-$491)

Filed 2026-10-30

Brown, Lisle Ings, Inc.

INCREASED

Shares68 from 20

Change+48 (+240%)

Value$3.1K (+$2.2K)

Filed 2026-10-16

Silver Grove Financial Group, Inc.

UNCHANGED

Shares24 from 24

Change0 (0%)

Value$1.1K (-$62)

Filed 2026-11-05

Farther Finance Advisors, LLC

NEW

Shares13

Change+13

Value$602

Filed 2026-10-08

Creative Financial Designs Inc

NEW

Shares5

Change+5

Value$232

Filed 2026-11-04

Russell Investments Group, Ltd.

DECREASED

Shares4 from 87

Change-83 (-95%)

Value$172 (-$4.1K)

Filed 2026-11-06

IFP Advisors, Inc

NEW

Shares2

Change+2

Value$93

Filed 2026-10-16

Cornerstone Planning Group LLC

CLOSED

Shares0 from 869

Change-869 (-100%)

Value$0 (-$41.7K)

Filed 2026-10-16

UMB Bank, n.a.

CLOSED

Shares0 from 302

Change-302 (-100%)

Value$0 (-$14.8K)

Filed 2026-11-06

Spectrum Wealth Advisory Group, LLC

CLOSED

Shares0 from 148

Change-148 (-100%)

Value$0 (-$7.2K)

Filed 2026-10-29

International Assets Investment Management, LLC

CLOSED

Shares0 from 70

Change-70 (-100%)

Value$0 (-$3.4K)

Filed 2026-11-02

Oakworth Capital, Inc.

CLOSED

Shares0 from 28

Change-28 (-100%)

Value$0 (-$1.3K)

Filed 2026-10-26

Fifth Third Bancorp

CLOSED

Shares0 from 14

Change-14 (-100%)

Value$0 (-$684)

Filed 2026-11-05

Envestnet Asset Management Inc

N/A

Shares— from 1,164,042

Change-1,164,042 (-100%)

Value—

Betterment LLC

N/A

Shares— from 908,825

Change-908,825 (-100%)

Value—

United Capital Financial Advisors, LLC

N/A

Shares— from 713,247

Change-713,247 (-100%)

Value—

Vestmark Advisory Solutions, Inc.

N/A

Shares— from 471,582

Change-471,582 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 287,632

Change-287,632 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 210,848

Change-210,848 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 197,046

Change-197,046 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 179,379

Change-179,379 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 173,223

Change-173,223 (-100%)

Value—

Principal Securities, Inc.

N/A

Shares— from 148,308

Change-148,308 (-100%)

Value—

Envestnet Portfolio Solutions, Inc.

N/A

Shares— from 120,623

Change-120,623 (-100%)

Value—

Keebeck Wealth Management

N/A

Shares— from 42,120

Change-42,120 (-100%)

Value—

Flow Traders U.S. LLC

N/A

Shares— from 27,712

Change-27,712 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 26,146

Change-26,146 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 17,522

Change-17,522 (-100%)

Value—

LifePlan Investment Advisors, Inc.

N/A

Shares— from 11,200

Change-11,200 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 10,534

Change-10,534 (-100%)

Value—

Founders Financial Alliance, LLC

N/A

Shares— from 7,905

Change-7,905 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 5,767

Change-5,767 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 4,434

Change-4,434 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 4,286

Change-4,286 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 3,258

Change-3,258 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 3,215

Change-3,215 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 2,676

Change-2,676 (-100%)

Value—

EFG International AG

N/A

Shares— from 350

Change-350 (-100%)

Value—

Johnson Financial Group, Inc.

N/A

Shares— from 309

Change-309 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 292

Change-292 (-100%)

Value—

SOA Wealth Advisors, Llc.

N/A

Shares— from 215

Change-215 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 183

Change-183 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 162

Change-162 (-100%)

Value—

FMR LLC

N/A

Shares— from 80

Change-80 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 57

Change-57 (-100%)

Value—

Glen Eagle Advisors, LLC

N/A

Shares— from 26

Change-26 (-100%)

Value—

Medallion Wealth Advisors, LLC

N/A

Shares— from 10

Change-10 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 7

Change-7 (-100%)

Value—

HFM Investment Advisors, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
LPL Financial LLC	INCREASED	901,489	863,767	+37,722	+4%	$42.2M	$41.7M	-$450.3K	2026-11-06
Sowell Financial Services LLC	INCREASED	93,602	73,604	+19,998	+27%	$3.6M	$4.3M	+$738.8K	2026-10-23
Elevation Point Wealth Partners, LLC	DECREASED	50,417	471,983	-421,566	-89%	$23.1M	$2.3M	-$20.7M	2026-11-05
Lifetime Wealth Management P.C.	DECREASED	33,627	34,928	-1,301	-4%	$1.7M	$1.6M	-$149.9K	2026-10-29
CoreCap Advisors, LLC	INCREASED	21,919	20,931	+988	+5%	$1.0M	$1.0M	-$7.5K	2026-10-08
Bank of New York Mellon Corp	INCREASED	14,146	13,392	+754	+6%	$654.2K	$655.1K	+$842	2026-11-05
Catalyst Private Wealth, LLC	UNCHANGED	6,000	6,000	0	0%	$293.1K	$277.8K	-$15.3K	2026-10-13
Kestra Advisory Services, LLC	NEW	5,946	—	+5,946	—	—	$275.3K	—	2026-11-02
Legacy Advisors, LLC	INCREASED	5,684	5,566	+118	+2%	$271.9K	$263.2K	-$8.7K	2026-10-19
Private Trust Co NA	DECREASED	4,930	4,949	-19	0%	$241.8K	$228.3K	-$13.5K	2026-10-20
Beacon Financial Advisory LLC	INCREASED	4,812	4,279	+533	+12%	$209.0K	$222.8K	+$13.8K	2026-10-16
Ashton Thomas Private Wealth, LLC	INCREASED	2,005	1,617	+388	+24%	$79.0K	$92.8K	+$13.9K	2026-11-03
Allworth Financial LP	INCREASED	391	379	+12	+3%	$18.5K	$19.1K	+$551	2026-11-06
Cordgrass Capital Advisors, LLC	UNCHANGED	193	193	0	0%	$9.4K	$8.9K	-$491	2026-10-30
Brown, Lisle Ings, Inc.	INCREASED	68	20	+48	+240%	$977	$3.1K	+$2.2K	2026-10-16
Silver Grove Financial Group, Inc.	UNCHANGED	24	24	0	0%	$1.2K	$1.1K	-$62	2026-11-05
Farther Finance Advisors, LLC	NEW	13	—	+13	—	—	$602	—	2026-10-08
Creative Financial Designs Inc	NEW	5	—	+5	—	—	$232	—	2026-11-04
Russell Investments Group, Ltd.	DECREASED	4	87	-83	-95%	$4.2K	$172	-$4.1K	2026-11-06
IFP Advisors, Inc	NEW	2	—	+2	—	—	$93	—	2026-10-16
Cornerstone Planning Group LLC	CLOSED	0	869	-869	-100%	$41.7K	$0	-$41.7K	2026-10-16
UMB Bank, n.a.	CLOSED	0	302	-302	-100%	$14.8K	$0	-$14.8K	2026-11-06
Spectrum Wealth Advisory Group, LLC	CLOSED	0	148	-148	-100%	$7.2K	$0	-$7.2K	2026-10-29
International Assets Investment Management, LLC	CLOSED	0	70	-70	-100%	$3.4K	$0	-$3.4K	2026-11-02
Oakworth Capital, Inc.	CLOSED	0	28	-28	-100%	$1.3K	$0	-$1.3K	2026-10-26
Fifth Third Bancorp	CLOSED	0	14	-14	-100%	$684	$0	-$684	2026-11-05
Envestnet Asset Management Inc	N/A	—	1,164,042	-1,164,042	-100%	$56.9M	—	—	—
Betterment LLC	N/A	—	908,825	-908,825	-100%	$44.4M	—	—	—
United Capital Financial Advisors, LLC	N/A	—	713,247	-713,247	-100%	$34.8M	—	—	—
Vestmark Advisory Solutions, Inc.	N/A	—	471,582	-471,582	-100%	$23.0M	—	—	—
Raymond James Financial Inc	N/A	—	287,632	-287,632	-100%	$14.1M	—	—	—
Wells Fargo & Company	N/A	—	210,848	-210,848	-100%	$10.3M	—	—	—
Private Advisor Group, LLC	N/A	—	197,046	-197,046	-100%	$9.6M	—	—	—
Morgan Stanley	N/A	—	179,379	-179,379	-100%	$8.8M	—	—	—
Cetera Investment Advisers	N/A	—	173,223	-173,223	-100%	$8.5M	—	—	—
Principal Securities, Inc.	N/A	—	148,308	-148,308	-100%	$7.2M	—	—	—
Envestnet Portfolio Solutions, Inc.	N/A	—	120,623	-120,623	-100%	$5.9M	—	—	—
Keebeck Wealth Management	N/A	—	42,120	-42,120	-100%	$2.1M	—	—	—
Flow Traders U.S. LLC	N/A	—	27,712	-27,712	-100%	$1.4M	—	—	—
Bank of America Corp	N/A	—	26,146	-26,146	-100%	$1.3M	—	—	—
NewEdge Advisors, LLC	N/A	—	17,522	-17,522	-100%	$856.0K	—	—	—
LifePlan Investment Advisors, Inc.	N/A	—	11,200	-11,200	-100%	$547.1K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	10,534	-10,534	-100%	$514.6K	—	—	—
Founders Financial Alliance, LLC	N/A	—	7,905	-7,905	-100%	$386.2K	—	—	—
Sanctuary Advisors, LLC	N/A	—	5,767	-5,767	-100%	$281.7K	—	—	—
Osaic Holdings, Inc.	N/A	—	4,434	-4,434	-100%	$216.6K	—	—	—
JPMorgan Chase & Co	N/A	—	4,286	-4,286	-100%	$210.1K	—	—	—
Global Retirement Partners, LLC	N/A	—	3,258	-3,258	-100%	$159.1K	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	3,215	-3,215	-100%	$157.1K	—	—	—
Royal Bank of Canada	N/A	—	2,676	-2,676	-100%	$131.0K	—	—	—
EFG International AG	N/A	—	350	-350	-100%	$17.1K	—	—	—
Johnson Financial Group, Inc.	N/A	—	309	-309	-100%	$15.1K	—	—	—
Franklin Resources Inc	N/A	—	292	-292	-100%	$14.3K	—	—	—
SOA Wealth Advisors, Llc.	N/A	—	215	-215	-100%	$10.5K	—	—	—
AE Wealth Management LLC	N/A	—	183	-183	-100%	$8.9K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	162	-162	-100%	$7.9K	—	—	—
FMR LLC	N/A	—	80	-80	-100%	$3.9K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	57	-57	-100%	$2.8K	—	—	—
Glen Eagle Advisors, LLC	N/A	—	26	-26	-100%	$1.3K	—	—	—
Medallion Wealth Advisors, LLC	N/A	—	10	-10	-100%	$489	—	—	—
Hantz Financial Services, Inc.	N/A	—	7	-7	-100%	$0	—	—	—
HFM Investment Advisors, LLC	N/A	—	1	-1	-100%	$30	—	—	—

Showing 62 of 62 institutions