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Goldman Sachs EQL Wght Large (GSEW)

CUSIP: 381430438 | NYSE | 356 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

CKW Financial Group503,694
78.2% of portfolio›$47.2M
Great Lakes Retirement, Inc.428,596
3.5% of portfolio›$39.9M
IFP Advisors, Inc234,712
0.4% of portfolio›$21.8M
Concurrent Investment Advisors, LLC188,823
0.1% of portfolio›$17.6M
CoreCap Advisors, LLC161,360
0.4% of portfolio›$15.0M
Lineweaver Wealth Advisors, LLC136,090
1.5% of portfolio›$12.7M
Perigon Wealth Management, LLC101,836
0.1% of portfolio›$9.5M
Commonwealth Equity Services, LLC95,726
0.0% of portfolio›$8.9M
Wealth Enhancement Advisory Services, LLC87,042
0.0% of portfolio›$8.3M
Creative Planning83,889
0.0% of portfolio›$7.8M
Parsons Capital Management Inc75,712
0.3% of portfolio›$7.0M
AlphaCore Capital LLC71,991
0.1% of portfolio›$6.7M
Wilkins Miller Wealth Management, LLC59,613
3.1% of portfolio›$5.5M
Wealthcare Advisory Partners LLC57,149
0.1% of portfolio›$5.3M
First Interstate Bank53,963
0.3% of portfolio›$5.0M
United Advisor Group, LLC53,299
0.5% of portfolio›$5.0M
Kathmere Capital Management, LLC47,484
0.2% of portfolio›$4.4M
Valicenti Advisory Services Inc39,514
2.0% of portfolio›$3.7M
Fifth Third Securities, Inc.37,204
0.2% of portfolio›$3.5M
Mission Wealth Management, LP35,065
0.1% of portfolio›$3.3M
Flagship Harbor Advisors, LLC33,655
0.1% of portfolio›$3.1M
Nautilus Advisors LLC30,110
1.7% of portfolio›$2.8M
Virtue Capital Management, LLC29,817
0.4% of portfolio›$2.8M
Absolute Capital Management, LLC27,700
0.6% of portfolio›$2.6M
Retireful, LLC27,185
2.2% of portfolio›$2.5M
Private Client Services, LLC26,851
0.7% of portfolio›$2.5M
Kestra Advisory Services, LLC26,549
0.0% of portfolio›$2.5M
Firestone Capital Management25,055
0.4% of portfolio›$2.3M
Hanseatic Management Services Inc24,970
1.9% of portfolio›$2.3M
Capital Advisors Wealth Management, LLC24,543
0.3% of portfolio›$2.3M
Noble Wealth Management PBC22,546
0.9% of portfolio›$2.1M
Rosenberg Matthew Hamilton19,278
0.3% of portfolio›$1.8M
Security National Bank18,713
0.2% of portfolio›$1.7M
HUB Investment Partners, LLC16,439
0.0% of portfolio›$1.5M
Mendel Money Management14,997
0.5% of portfolio›$1.4M
Ocean Park Asset Management, LLC13,616
0.1% of portfolio›$1.3M
Exchange Traded Concepts, LLC13,616
0.0% of portfolio›$1.3M
Legacy Private Trust Co.10,872
0.1% of portfolio›$1.0M
Princeton Global Asset Management LLC10,733
0.1% of portfolio›$999.1K
Breakwater Capital Group10,455
0.1% of portfolio›$973.1K
Apollon Wealth Management, LLC8,532
0.0% of portfolio›$794.1K
Vise Technologies, Inc.7,682
0.0% of portfolio›$715.1K
Central Pacific Bank - Trust Division7,679
0.1% of portfolio›$714.8K
Cambridge Investment Research Advisors, Inc.7,262
0.0% of portfolio›$676.0K
Private Wealth Partners, LLC7,040
0.0% of portfolio›$655.3K
Pflug Koory, LLC6,666
0.3% of portfolio›$620.5K
Quad-Cities Investment Group, LLC6,115
0.2% of portfolio›$569.2K
Richards, Merrill & Peterson, Inc.5,938
0.2% of portfolio›$552.7K
PDS Planning, Inc5,925
0.0% of portfolio›$551.5K
Joseph P. Lucia & Associates, LLC5,399
0.1% of portfolio›$502.5K
Oppenheimer & Co Inc4,872
0.0% of portfolio›$453.5K
Prime Capital Investment Advisors, LLC4,648
0.0% of portfolio›$432.6K
Chapman Financial Group, LLC4,515
0.3% of portfolio›$420.3K
New England Capital Financial Advisors LLC3,594
0.1% of portfolio›$334.6K
LexAurum Advisors, LLC3,358
0.0% of portfolio›$312.6K
Blue Water Asset Management3,335
0.1% of portfolio›$310.5K
Signature Estate & Investment Advisors LLC3,271
0.0% of portfolio›$304.4K
Accelerate Investment Advisors LLC3,270
0.2% of portfolio›$304.4K
Prospera Financial Services Inc3,103
0.0% of portfolio›$299.8K
MGO One Seven LLC2,777
0.0% of portfolio›$258.5K
Sunpointe, LLC2,750
0.1% of portfolio›$256.0K
AFG Fiduciary Services Limited Partnership2,614
0.2% of portfolio›$249.5K
Summit Wealth Group LLC / Co2,527
0.0% of portfolio›$235.2K
Lake Street Private Wealth, LLC2,293
0.0% of portfolio›$213.5K
Private Trust Co NA1,980
0.0% of portfolio›$184.3K
Adkins Seale Capital Management LLC1,803
0.1% of portfolio›$167.8K
Angeles Wealth Management, LLC1,600
0.0% of portfolio›$148.9K
Arlington Trust Co LLC1,369
0.0% of portfolio›$127.4K
Kelleher Financial Advisors1,195
0.0% of portfolio›$111.2K
SJS Investment Consulting Inc.476
0.0% of portfolio›$44.3K
Parallel Advisors, LLC300
0.0% of portfolio›$27.9K
Ascentis Independent Advisors187
0.0% of portfolio›$17.4K
Fairman Group, LLC160
0.0% of portfolio›$14.9K
Assetmark, Inc128
0.0% of portfolio›$11.9K
1620 Investment Advisors, Inc.8
0.0% of portfolio›$745
Citigroup Inc1
0.0% of portfolio›$93
StyleTurnoverLocationFiled
CKW Financial Group
503,694$47.2M78.2%ETFVery LowHonolulu, HI2026-10-29
Great Lakes Retirement, Inc.
428,596$39.9M3.5%GrowthLowSandusky, OH2026-10-26
IFP Advisors, Inc
234,712$21.8M0.4%GrowthLowTampa, FL2026-10-16
Concurrent Investment Advisors, LLC
188,823$17.6M0.1%GrowthMediumTampa, FL2026-10-16
CoreCap Advisors, LLC
161,360$15.0M0.4%ETFMediumSouthfield, MI2026-10-08
Lineweaver Wealth Advisors, LLC
136,090$12.7M1.5%ETFLowValley View, OH2026-10-13
Perigon Wealth Management, LLC
101,836$9.5M0.1%GrowthLowSan Francisco, CA2026-10-22
Commonwealth Equity Services, LLC
95,726$8.9M0.0%ETFLowWaltham, MA2026-11-02
Wealth Enhancement Advisory Services, LLC
87,042$8.3M0.0%CoreLowPlymouth, MN2026-10-13
Creative Planning
83,889$7.8M0.0%IndexVery LowOverland Park, KS2026-11-02
Parsons Capital Management Inc
75,712$7.0M0.3%CoreLowProvidence, RI2026-10-28
AlphaCore Capital LLC
71,991$6.7M0.1%ETFLowLa Jolla, CA2026-11-04
Wilkins Miller Wealth Management, LLC
59,613$5.5M3.1%ETFVery LowMobile, AL2026-10-13
Wealthcare Advisory Partners LLC
57,149$5.3M0.1%ETFLowWest Chester, PA2026-10-21
First Interstate Bank
53,963$5.0M0.3%ETFLowBillings, MT2026-10-23
United Advisor Group, LLC
53,299$5.0M0.5%ETFLowCincinnati, OH2026-11-03
Kathmere Capital Management, LLC
47,484$4.4M0.2%ETFLowWayne, PA2026-10-20
Valicenti Advisory Services Inc
39,514$3.7M2.0%GrowthLowElmira, NY2026-10-23
Fifth Third Securities, Inc.
37,204$3.5M0.2%ETFLowCincinnati, OH2026-10-21
Mission Wealth Management, LP
35,065$3.3M0.1%ETFLowSanta Barbara, CA2026-10-15
Flagship Harbor Advisors, LLC
33,655$3.1M0.1%ETFMediumBoston, MA2026-10-26
Nautilus Advisors LLC
30,110$2.8M1.7%GrowthLowLa Jolla, CA2026-10-07
Virtue Capital Management, LLC
29,817$2.8M0.4%GrowthHighBrentwood, TN2026-10-29
Absolute Capital Management, LLC
27,700$2.6M0.6%ETFMediumPittsburgh, PA2026-10-16
Retireful, LLC
27,185$2.5M2.2%GrowthVery HighHaslett, MI2026-10-09
Private Client Services, LLC
26,851$2.5M0.7%ETFMediumLouisville, KY2026-10-02
Kestra Advisory Services, LLC
26,549$2.5M0.0%CoreLowAustin, TX2026-11-02
Firestone Capital Management
25,055$2.3M0.4%ETFVery LowSouth Miami, FL2026-11-03
Hanseatic Management Services Inc
24,970$2.3M1.9%GrowthHighAlbuquerque, NM2026-10-27
Capital Advisors Wealth Management, LLC
24,543$2.3M0.3%ETFLowYakima, WA2026-10-09
Noble Wealth Management PBC
22,546$2.1M0.9%YieldMediumGreenwood Village, CO2026-10-01
Rosenberg Matthew Hamilton
19,278$1.8M0.3%ETFVery LowGrand Junction, CO2026-10-05
Security National Bank
18,713$1.7M0.2%GrowthLowOmaha, NE2026-10-26
HUB Investment Partners, LLC
16,439$1.5M0.0%GrowthLowAustin, TX2026-11-03
Mendel Money Management
14,997$1.4M0.5%GrowthMediumNorthbrook, IL2026-11-02
Ocean Park Asset Management, LLC
13,616$1.3M0.1%ETFLowSanta Monica, CA2026-10-21
Exchange Traded Concepts, LLC
13,616$1.3M0.0%GrowthMediumOklahoma City, OK2026-10-28
Legacy Private Trust Co.
10,872$1.0M0.1%ETFLowNeenah, WI2026-10-06
Princeton Global Asset Management LLC
10,733$999.1K0.1%GrowthLowPrinceton, NJ2026-10-21
Breakwater Capital Group
10,455$973.1K0.1%ETFLowParamus, NJ2026-10-09
Apollon Wealth Management, LLC
8,532$794.1K0.0%GrowthLowMount Pleasant, SC2026-10-23
Vise Technologies, Inc.
7,682$715.1K0.0%IndexLowNew York, NY2026-10-29
Central Pacific Bank - Trust Division
7,679$714.8K0.1%CoreMediumHonolulu, HI2026-10-06
Cambridge Investment Research Advisors, Inc.
7,262$676.0K0.0%ETFLowFairfield, IA2026-11-02
Private Wealth Partners, LLC
7,040$655.3K0.0%GrowthLowMill Valley, CA2026-10-22
Pflug Koory, LLC
6,666$620.5K0.3%CoreVery LowOmaha, NE2026-10-26
Quad-Cities Investment Group, LLC
6,115$569.2K0.2%CoreLowDavenport, IA2026-10-16
Richards, Merrill & Peterson, Inc.
5,938$552.7K0.2%GrowthLowSpokane, WA2026-10-19
PDS Planning, Inc
5,925$551.5K0.0%IndexVery LowDublin, OH2026-11-03
Joseph P. Lucia & Associates, LLC
5,399$502.5K0.1%ETFVery LowYorktown Heights, NY2026-10-30
Oppenheimer & Co Inc
4,872$453.5K0.0%CoreLowNew York, NY2026-10-26
Prime Capital Investment Advisors, LLC
4,648$432.6K0.0%ETFLowOverland Park, KS2026-10-20
Chapman Financial Group, LLC
4,515$420.3K0.3%CoreVery LowHonolulu, HI2026-10-26
New England Capital Financial Advisors LLC
3,594$334.6K0.1%ETFLowMeriden, CT2026-11-03
LexAurum Advisors, LLC
3,358$312.6K0.0%ETFLowOverland Park, KS2026-10-19
Blue Water Asset Management
3,335$310.5K0.1%ETFLowGrand Rapids, MI2026-11-04
Signature Estate & Investment Advisors LLC
3,271$304.4K0.0%ETFMediumLos Angeles, CA2026-10-13
Accelerate Investment Advisors LLC
3,270$304.4K0.2%ETFLowAliso Viejo, CA2026-11-02
Prospera Financial Services Inc
3,103$299.8K0.0%CoreMediumDallas, TX2026-11-04
MGO One Seven LLC
2,777$258.5K0.0%GrowthLowBeachwood, OH2026-10-28
Sunpointe, LLC
2,750$256.0K0.1%GrowthMediumSt. Louis, MO2026-10-22
AFG Fiduciary Services Limited Partnership
2,614$249.5K0.2%ETFVery LowHingham, MA2026-10-21
Summit Wealth Group LLC / Co
2,527$235.2K0.0%ETFHighColorado Springs, CO2026-10-29
Lake Street Private Wealth, LLC
2,293$213.5K0.0%GrowthLowChicago, IL2026-10-22
Private Trust Co NA
1,980$184.3K0.0%CoreLowCleveland, OH2026-10-20
Adkins Seale Capital Management LLC
1,803$167.8K0.1%CoreVery LowShreveport, LA2026-10-27
Angeles Wealth Management, LLC
1,600$148.9K0.0%ETFLowSanta Monica, CA2026-10-26
Arlington Trust Co LLC
1,369$127.4K0.0%ETFMediumBirmingham, AL2026-10-20
Kelleher Financial Advisors
1,195$111.2K0.0%CoreMediumNew York, NY2026-10-30
SJS Investment Consulting Inc.
476$44.3K0.0%ETFVery LowSylvania, OH2026-10-26
Parallel Advisors, LLC
300$27.9K0.0%IndexLowSan Francisco, CA2026-11-03
Ascentis Independent Advisors
187$17.4K0.0%ETFLowDallas, TX2026-11-03
Fairman Group, LLC
160$14.9K0.0%ETFLowChesterbrook, PA2026-10-26
Assetmark, Inc
128$11.9K0.0%ETFLowConcord, CA2026-10-21
1620 Investment Advisors, Inc.
8$7450.0%ValueLowPlymouth, MA2026-11-04
Citigroup Inc
1$930.0%CoreMediumNew York, NY2026-11-04