Goldman Sachs Just US LRG (JUST)

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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SBE LLC DBA Cedar Cove Wealth Partners

DECREASED

Shares387,728 from 391,112

Change-3,384 (-1%)

Value$42.3M (+$541.0K)

Filed 2026-10-15

Ethic Inc.

INCREASED

Shares270,441 from 2,119

Change+268,322 (+12663%)

Value$29.5M (+$29.3M)

Filed 2026-11-03

Citigroup Inc

DECREASED

Shares159,751 from 166,178

Change-6,427 (-4%)

Value$17.4M (-$314.1K)

Filed 2026-11-04

Albion Financial Group

INCREASED

Shares120,356 from 118,433

Change+1,923 (+2%)

Value$13.1M (+$485.2K)

Filed 2026-10-21

White Pine Investment Co

DECREASED

Shares101,461 from 101,530

Change-69 (0%)

Value$11.1M (+$228.0K)

Filed 2026-10-15

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares95,334 from 93,140

Change+2,194 (+2%)

Value$10.4M (+$455.0K)

Filed 2026-11-02

Farther Finance Advisors, LLC

DECREASED

Shares79,794 from 79,958

Change-164 (0%)

Value$8.7M (+$168.1K)

Filed 2026-10-08

Creative Planning

INCREASED

Shares65,895 from 65,645

Change+250 (+0%)

Value$7.2M (+$179.9K)

Filed 2026-11-02

Thrivent Financial for Lutherans

INCREASED

Shares57,125 from 17,567

Change+39,558 (+225%)

Value$6.2M (+$4.4M)

Filed 2026-11-05

Sage Financial Group Inc

INCREASED

Shares43,452 from 43,398

Change+54 (+0%)

Value$4.7M (+$106.8K)

Filed 2026-10-27

Milestone Investment Advisors LLC

INCREASED

Shares29,041 from 28,486

Change+555 (+2%)

Value$3.2M (+$126.8K)

Filed 2026-11-05

Gradient Investments LLC

INCREASED

Shares26,640 from 25,878

Change+762 (+3%)

Value$2.9M (+$143.2K)

Filed 2026-10-08

Sincerus Advisory, LLC

INCREASED

Shares13,012 from 12,981

Change+31 (+0%)

Value$1.4M (+$33.6K)

Filed 2026-10-09

Valley National Advisers Inc

INCREASED

Shares11,914 from 11,556

Change+358 (+3%)

Value$1.3M (+$65.9K)

Filed 2026-10-23

North Forty Two & Co.

UNCHANGED

Shares11,325 from 11,325

Change0 (0%)

Value$1.2M (+$26.3K)

Filed 2026-10-19

Soltis Investment Advisors LLC

NEW

Shares8,416

Change+8,416

Value$917.5K

Filed 2026-10-28

Mascoma Wealth Management LLC

UNCHANGED

Shares7,228 from 7,228

Change0 (0%)

Value$788.0K (+$16.8K)

Filed 2026-10-23

Gibson Capital, LLC

UNCHANGED

Shares4,712 from 4,712

Change0 (0%)

Value$513.7K (+$11.0K)

Filed 2026-10-23

Appleton Partners Inc

DECREASED

Shares4,588 from 4,888

Change-300 (-6%)

Value$500.0K (-$22.0K)

Filed 2026-10-30

Kestra Advisory Services, LLC

NEW

Shares4,529

Change+4,529

Value$493.7K

Filed 2026-11-02

Equitable Trust Co

UNCHANGED

Shares4,360 from 4,360

Change0 (0%)

Value$475.3K (+$10.1K)

Filed 2026-10-13

DWM Financial Group, Inc.

DECREASED

Shares4,190 from 4,383

Change-193 (-4%)

Value$456.8K (+$33.0K)

Filed 2026-10-28

Hunter Associates Investment Management LLC

UNCHANGED

Shares4,030 from 4,030

Change0 (0%)

Value$439.0K (+$9.0K)

Filed 2026-10-26

Ulland Investment Advisors, LLC

DECREASED

Shares3,970 from 4,120

Change-150 (-4%)

Value$433.0K (+$432.6K)

Filed 2026-10-13

Nottingham Advisors, Inc.

DECREASED

Shares3,574 from 6,015

Change-2,441 (-41%)

Value$389.5K (-$248.9K)

Filed 2026-10-29

Venture Visionary Partners LLC

UNCHANGED

Shares2,908 from 2,908

Change0 (0%)

Value$317.0K (+$6.8K)

Filed 2026-10-07

Argyle Capital Partners, LLC

UNCHANGED

Shares2,842 from 2,842

Change0 (0%)

Value$309.8K (+$6.6K)

Filed 2026-10-23

Commonwealth Equity Services, LLC

INCREASED

Shares2,606 from 2,605

Change+1 (+0%)

Value$284.1K (+$6.2K)

Filed 2026-11-02

Equita Financial Network, Inc.

UNCHANGED

Shares2,403 from 2,403

Change0 (0%)

Value$262.0K (+$5.6K)

Filed 2026-10-19

Indivisible Partners

NEW

Shares2,185

Change+2,185

Value$238.2K

Filed 2026-10-26

Rossby Financial, LCC

INCREASED

Shares2,100 from 1,980

Change+120 (+6%)

Value$228.9K (+$17.7K)

Filed 2026-11-05

IFP Advisors, Inc

INCREASED

Shares1,641 from 1,639

Change+2 (+0%)

Value$178.9K (+$4.0K)

Filed 2026-10-16

CX Institutional

NEW

Shares1,401

Change+1,401

Value$153

Filed 2026-10-02

Assetmark, Inc

UNCHANGED

Shares152 from 152

Change0 (0%)

Value$16.6K (+$353)

Filed 2026-10-21

Cullen T Bankers, Inc.

INCREASED

Shares138 from 137

Change+1 (+1%)

Value$15.0K (+$354)

Filed 2026-10-28

Abound Wealth Management

UNCHANGED

Shares26 from 26

Change0 (0%)

Value$2.9K (+$61)

Filed 2026-10-26

Gill Capital Partners, LLC

CLOSED

Shares0 from 530

Change-530 (-100%)

Value$0 (-$56.5K)

Filed 2026-10-13

Harbor Investment Advisory, LLC

CLOSED

Shares0 from 500

Change-500 (-100%)

Value$0 (-$53.3K)

Filed 2026-10-13

Goldman Sachs Group Inc

N/A

Shares— from 677,941

Change-677,941 (-100%)

Value—

Ballentine Partners, LLC

N/A

Shares— from 301,180

Change-301,180 (-100%)

Value—

Betterment LLC

N/A

Shares— from 275,103

Change-275,103 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 227,232

Change-227,232 (-100%)

Value—

Leavell Investment Management, Inc.

N/A

Shares— from 112,115

Change-112,115 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 79,107

Change-79,107 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 73,972

Change-73,972 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 62,719

Change-62,719 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 62,651

Change-62,651 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 57,114

Change-57,114 (-100%)

Value—

UBS Group AG

N/A

Shares— from 43,413

Change-43,413 (-100%)

Value—

Jordan Park Group LLC

N/A

Shares— from 39,989

Change-39,989 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 30,933

Change-30,933 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 25,146

Change-25,146 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 21,884

Change-21,884 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 21,302

Change-21,302 (-100%)

Value—

Carson Advisory Inc.

N/A

Shares— from 16,150

Change-16,150 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 15,876

Change-15,876 (-100%)

Value—

Headinvest, LLC

N/A

Shares— from 14,679

Change-14,679 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 14,234

Change-14,234 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 12,947

Change-12,947 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 12,520

Change-12,520 (-100%)

Value—

Sonoma Private Wealth LLC

N/A

Shares— from 10,763

Change-10,763 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 10,350

Change-10,350 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 10,133

Change-10,133 (-100%)

Value—

Silvercrest Asset Management Group LLC

N/A

Shares— from 7,600

Change-7,600 (-100%)

Value—

OneDigital Investment Advisors LLC

N/A

Shares— from 7,481

Change-7,481 (-100%)

Value—

Naviter Wealth, LLC

N/A

Shares— from 7,353

Change-7,353 (-100%)

Value—

Caprock Group, LLC

N/A

Shares— from 7,205

Change-7,205 (-100%)

Value—

HighPoint Advisor Group LLC

N/A

Shares— from 6,387

Change-6,387 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 6,210

Change-6,210 (-100%)

Value—

Seeds Investor LLC

N/A

Shares— from 5,951

Change-5,951 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 5,546

Change-5,546 (-100%)

Value—

Portland Global Advisors LLC

N/A

Shares— from 4,880

Change-4,880 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 3,300

Change-3,300 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 3,226

Change-3,226 (-100%)

Value—

Waterloo Capital, L.P.

N/A

Shares— from 3,226

Change-3,226 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 3,209

Change-3,209 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 3,006

Change-3,006 (-100%)

Value—

Madison Asset Management, LLC

N/A

Shares— from 2,916

Change-2,916 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 2,796

Change-2,796 (-100%)

Value—

Arkos Global Advisors

N/A

Shares— from 2,669

Change-2,669 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 2,533

Change-2,533 (-100%)

Value—

FMR LLC

N/A

Shares— from 2,522

Change-2,522 (-100%)

Value—

Freestone Capital Holdings, LLC

N/A

Shares— from 2,420

Change-2,420 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 2,317

Change-2,317 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 2,135

Change-2,135 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 2,125

Change-2,125 (-100%)

Value—

Flow Traders U.S. LLC

N/A

Shares— from 2,096

Change-2,096 (-100%)

Value—

Darden Wealth Group Inc

N/A

Shares— from 2,081

Change-2,081 (-100%)

Value—

Keyvantage Wealth, LLC

N/A

Shares— from 2,004

Change-2,004 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 1,986

Change-1,986 (-100%)

Value—

Meramec Financial Planners, LLC

N/A

Shares— from 1,885

Change-1,885 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 901

Change-901 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 270

Change-270 (-100%)

Value—

Community Bank, N.A.

N/A

Shares— from 105

Change-105 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 99

Change-99 (-100%)

Value—

Bartlett & Co. Wealth Management LLC

N/A

Shares— from 94

Change-94 (-100%)

Value—

Vanguard Advisers Inc

N/A

Shares— from 52

Change-52 (-100%)

Value—

	Status
SBE LLC DBA Cedar Cove Wealth Partners	DECREASED	387,728	391,112	-3,384	-1%	$41.7M	$42.3M	+$541.0K	2026-10-15
Ethic Inc.	INCREASED	270,441	2,119	+268,322	+12663%	$226.1K	$29.5M	+$29.3M	2026-11-03
Citigroup Inc	DECREASED	159,751	166,178	-6,427	-4%	$17.7M	$17.4M	-$314.1K	2026-11-04
Albion Financial Group	INCREASED	120,356	118,433	+1,923	+2%	$12.6M	$13.1M	+$485.2K	2026-10-21
White Pine Investment Co	DECREASED	101,461	101,530	-69	0%	$10.8M	$11.1M	+$228.0K	2026-10-15
Cambridge Investment Research Advisors, Inc.	INCREASED	95,334	93,140	+2,194	+2%	$9.9M	$10.4M	+$455.0K	2026-11-02
Farther Finance Advisors, LLC	DECREASED	79,794	79,958	-164	0%	$8.5M	$8.7M	+$168.1K	2026-10-08
Creative Planning	INCREASED	65,895	65,645	+250	+0%	$7.0M	$7.2M	+$179.9K	2026-11-02
Thrivent Financial for Lutherans	INCREASED	57,125	17,567	+39,558	+225%	$1.9M	$6.2M	+$4.4M	2026-11-05
Sage Financial Group Inc	INCREASED	43,452	43,398	+54	+0%	$4.6M	$4.7M	+$106.8K	2026-10-27
Milestone Investment Advisors LLC	INCREASED	29,041	28,486	+555	+2%	$3.0M	$3.2M	+$126.8K	2026-11-05
Gradient Investments LLC	INCREASED	26,640	25,878	+762	+3%	$2.8M	$2.9M	+$143.2K	2026-10-08
Sincerus Advisory, LLC	INCREASED	13,012	12,981	+31	+0%	$1.4M	$1.4M	+$33.6K	2026-10-09
Valley National Advisers Inc	INCREASED	11,914	11,556	+358	+3%	$1.2M	$1.3M	+$65.9K	2026-10-23
North Forty Two & Co.	UNCHANGED	11,325	11,325	0	0%	$1.2M	$1.2M	+$26.3K	2026-10-19
Soltis Investment Advisors LLC	NEW	8,416	—	+8,416	—	—	$917.5K	—	2026-10-28
Mascoma Wealth Management LLC	UNCHANGED	7,228	7,228	0	0%	$771.2K	$788.0K	+$16.8K	2026-10-23
Gibson Capital, LLC	UNCHANGED	4,712	4,712	0	0%	$502.7K	$513.7K	+$11.0K	2026-10-23
Appleton Partners Inc	DECREASED	4,588	4,888	-300	-6%	$522.0K	$500.0K	-$22.0K	2026-10-30
Kestra Advisory Services, LLC	NEW	4,529	—	+4,529	—	—	$493.7K	—	2026-11-02
Equitable Trust Co	UNCHANGED	4,360	4,360	0	0%	$465.2K	$475.3K	+$10.1K	2026-10-13
DWM Financial Group, Inc.	DECREASED	4,190	4,383	-193	-4%	$423.8K	$456.8K	+$33.0K	2026-10-28
Hunter Associates Investment Management LLC	UNCHANGED	4,030	4,030	0	0%	$430.0K	$439.0K	+$9.0K	2026-10-26
Ulland Investment Advisors, LLC	DECREASED	3,970	4,120	-150	-4%	$440	$433.0K	+$432.6K	2026-10-13
Nottingham Advisors, Inc.	DECREASED	3,574	6,015	-2,441	-41%	$638.5K	$389.5K	-$248.9K	2026-10-29
Venture Visionary Partners LLC	UNCHANGED	2,908	2,908	0	0%	$310.3K	$317.0K	+$6.8K	2026-10-07
Argyle Capital Partners, LLC	UNCHANGED	2,842	2,842	0	0%	$303.2K	$309.8K	+$6.6K	2026-10-23
Commonwealth Equity Services, LLC	INCREASED	2,606	2,605	+1	+0%	$277.9K	$284.1K	+$6.2K	2026-11-02
Equita Financial Network, Inc.	UNCHANGED	2,403	2,403	0	0%	$256.4K	$262.0K	+$5.6K	2026-10-19
Indivisible Partners	NEW	2,185	—	+2,185	—	—	$238.2K	—	2026-10-26
Rossby Financial, LCC	INCREASED	2,100	1,980	+120	+6%	$211.3K	$228.9K	+$17.7K	2026-11-05
IFP Advisors, Inc	INCREASED	1,641	1,639	+2	+0%	$174.9K	$178.9K	+$4.0K	2026-10-16
CX Institutional	NEW	1,401	—	+1,401	—	—	$153	—	2026-10-02
Assetmark, Inc	UNCHANGED	152	152	0	0%	$16.2K	$16.6K	+$353	2026-10-21
Cullen T Bankers, Inc.	INCREASED	138	137	+1	+1%	$14.7K	$15.0K	+$354	2026-10-28
Abound Wealth Management	UNCHANGED	26	26	0	0%	$2.8K	$2.9K	+$61	2026-10-26
Gill Capital Partners, LLC	CLOSED	0	530	-530	-100%	$56.5K	$0	-$56.5K	2026-10-13
Harbor Investment Advisory, LLC	CLOSED	0	500	-500	-100%	$53.3K	$0	-$53.3K	2026-10-13
Goldman Sachs Group Inc	N/A	—	677,941	-677,941	-100%	$72.3M	—	—	—
Ballentine Partners, LLC	N/A	—	301,180	-301,180	-100%	$32.1M	—	—	—
Betterment LLC	N/A	—	275,103	-275,103	-100%	$29.4M	—	—	—
Morgan Stanley	N/A	—	227,232	-227,232	-100%	$24.2M	—	—	—
Leavell Investment Management, Inc.	N/A	—	112,115	-112,115	-100%	$12.0M	—	—	—
JPMorgan Chase & Co	N/A	—	79,107	-79,107	-100%	$8.4M	—	—	—
HighTower Advisors, LLC	N/A	—	73,972	-73,972	-100%	$7.9M	—	—	—
LPL Financial LLC	N/A	—	62,719	-62,719	-100%	$6.7M	—	—	—
Bank of America Corp	N/A	—	62,651	-62,651	-100%	$6.7M	—	—	—
Wells Fargo & Company	N/A	—	57,114	-57,114	-100%	$6.1M	—	—	—
UBS Group AG	N/A	—	43,413	-43,413	-100%	$4.6M	—	—	—
Jordan Park Group LLC	N/A	—	39,989	-39,989	-100%	$4.3M	—	—	—
Osaic Holdings, Inc.	N/A	—	30,933	-30,933	-100%	$3.3M	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	25,146	-25,146	-100%	$2.7M	—	—	—
Franklin Resources Inc	N/A	—	21,884	-21,884	-100%	$2.3M	—	—	—
Royal Bank of Canada	N/A	—	21,302	-21,302	-100%	$2.3M	—	—	—
Carson Advisory Inc.	N/A	—	16,150	-16,150	-100%	$1.7M	—	—	—
Cetera Investment Advisers	N/A	—	15,876	-15,876	-100%	$1.7M	—	—	—
Headinvest, LLC	N/A	—	14,679	-14,679	-100%	$1.6M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	14,234	-14,234	-100%	$1.5M	—	—	—
Susquehanna International Group, LLP	N/A	—	12,947	-12,947	-100%	$1.4M	—	—	—
Raymond James Financial Inc	N/A	—	12,520	-12,520	-100%	$1.3M	—	—	—
Sonoma Private Wealth LLC	N/A	—	10,763	-10,763	-100%	$1.1M	—	—	—
Ameriprise Financial Inc	N/A	—	10,350	-10,350	-100%	$1.1M	—	—	—
Envestnet Asset Management Inc	N/A	—	10,133	-10,133	-100%	$1.1M	—	—	—
Silvercrest Asset Management Group LLC	N/A	—	7,600	-7,600	-100%	$810.9K	—	—	—
OneDigital Investment Advisors LLC	N/A	—	7,481	-7,481	-100%	$798.2K	—	—	—
Naviter Wealth, LLC	N/A	—	7,353	-7,353	-100%	$784.5K	—	—	—
Caprock Group, LLC	N/A	—	7,205	-7,205	-100%	$768.7K	—	—	—
HighPoint Advisor Group LLC	N/A	—	6,387	-6,387	-100%	$681.5K	—	—	—
Fiduciary Financial Advisors	N/A	—	6,210	-6,210	-100%	$662.6K	—	—	—
Seeds Investor LLC	N/A	—	5,951	-5,951	-100%	$634.9K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	5,546	-5,546	-100%	$591.7K	—	—	—
Portland Global Advisors LLC	N/A	—	4,880	-4,880	-100%	$520.7K	—	—	—
Cerity Partners LLC	N/A	—	3,300	-3,300	-100%	$352.1K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	3,226	-3,226	-100%	$344.2K	—	—	—
Waterloo Capital, L.P.	N/A	—	3,226	-3,226	-100%	$344.2K	—	—	—
MAI Capital Management	N/A	—	3,209	-3,209	-100%	$342.4K	—	—	—
Citadel Advisors LLC	N/A	—	3,006	-3,006	-100%	$320.7K	—	—	—
Madison Asset Management, LLC	N/A	—	2,916	-2,916	-100%	$311.1K	—	—	—
Mutual Advisors, LLC	N/A	—	2,796	-2,796	-100%	$298.3K	—	—	—
Arkos Global Advisors	N/A	—	2,669	-2,669	-100%	$285.0K	—	—	—
Baird Financial Group, Inc.	N/A	—	2,533	-2,533	-100%	$270.3K	—	—	—
FMR LLC	N/A	—	2,522	-2,522	-100%	$269.1K	—	—	—
Freestone Capital Holdings, LLC	N/A	—	2,420	-2,420	-100%	$258.2K	—	—	—
Bank of Montreal	N/A	—	2,317	-2,317	-100%	$247.2K	—	—	—
Janney Montgomery Scott LLC	N/A	—	2,135	-2,135	-100%	$228.0K	—	—	—
Jane Street Group, LLC	N/A	—	2,125	-2,125	-100%	$226.7K	—	—	—
Flow Traders U.S. LLC	N/A	—	2,096	-2,096	-100%	$224.0K	—	—	—
Darden Wealth Group Inc	N/A	—	2,081	-2,081	-100%	$222.1K	—	—	—
Keyvantage Wealth, LLC	N/A	—	2,004	-2,004	-100%	$213.8K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	1,986	-1,986	-100%	$211.9K	—	—	—
Meramec Financial Planners, LLC	N/A	—	1,885	-1,885	-100%	$200.2K	—	—	—
Russell Investments Group, Ltd.	N/A	—	901	-901	-100%	$96.1K	—	—	—
BFC Planning, Inc.	N/A	—	270	-270	-100%	$28.9K	—	—	—
Community Bank, N.A.	N/A	—	105	-105	-100%	$11.2K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	99	-99	-100%	$10.6K	—	—	—
Bartlett & Co. Wealth Management LLC	N/A	—	94	-94	-100%	$10.0K	—	—	—
Vanguard Advisers Inc	N/A	—	52	-52	-100%	$5.5K	—	—	—

Showing 97 of 97 institutions