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Goldman Sachs Access US AGG (GCOR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares7,158,857 from 6,917,856
Change+241,001 (+3%)
Value$281.0M (-$3.8M)
Filed 2026-11-06
Sowell Financial Services LLC
INCREASED
Shares466,491 from 399,487
Change+67,004 (+17%)
Value$18.3M (+$1.9M)
Filed 2026-10-23
Bank of New York Mellon Corp
INCREASED
Shares128,473 from 123,067
Change+5,406 (+4%)
Value$5.0M (-$22.9K)
Filed 2026-11-05
Elevation Point Wealth Partners, LLC
INCREASED
Shares99,643 from 81,338
Change+18,305 (+23%)
Value$3.9M (+$563.1K)
Filed 2026-11-05
CoreCap Advisors, LLC
INCREASED
Shares95,192 from 86,015
Change+9,177 (+11%)
Value$3.7M (+$195.9K)
Filed 2026-10-08
David Kennon Inc
INCREASED
Shares94,653 from 94,106
Change+547 (+1%)
Value$3.7M (-$158.3K)
Filed 2026-10-13
Commonwealth Equity Services, LLC
DECREASED
Shares81,380 from 81,956
Change-576 (-1%)
Value$3.2M (-$179.2K)
Filed 2026-11-02
Castle Rock Wealth Management, LLC
INCREASED
Shares62,223 from 57,170
Change+5,053 (+9%)
Value$2.4M (+$94.9K)
Filed 2026-10-09
Private Trust Co NA
DECREASED
Shares50,091 from 50,274
Change-183 (0%)
Value$2.0M (-$103.2K)
Filed 2026-10-20
Robertson Stephens Wealth Management, LLC
INCREASED
Shares41,698 from 37,280
Change+4,418 (+12%)
Value$1.6M (+$102.2K)
Filed 2026-10-16
Beacon Financial Advisory LLC
INCREASED
Shares36,114 from 30,088
Change+6,026 (+20%)
Value$1.4M (+$179.0K)
Filed 2026-10-16
Perigon Wealth Management, LLC
UNCHANGED
Shares26,123 from 26,123
Change0 (0%)
Value$1.0M (-$49.9K)
Filed 2026-10-22
Legacy Advisors, LLC
DECREASED
Shares24,076 from 24,086
Change-10 (0%)
Value$945.0K (-$46.4K)
Filed 2026-10-19
Kestra Advisory Services, LLC
INCREASED
Shares20,090 from 6,976
Change+13,114 (+188%)
Value$788.5K (+$501.4K)
Filed 2026-11-02
Syntegra Private Wealth Group, LLC
INCREASED
Shares14,924 from 14,911
Change+13 (+0%)
Value$585.8K (-$28.0K)
Filed 2026-10-13
Maia Wealth LLC
DECREASED
Shares14,795 from 15,800
Change-1,005 (-6%)
Value$580.7K (-$69.6K)
Filed 2026-10-19
Integrity Alliance, Llc.
DECREASED
Shares9,094 from 14,772
Change-5,678 (-38%)
Value$356.9K (-$251.1K)
Filed 2026-10-29
Moors & Cabot, Inc.
NEW
Shares8,880
Change+8,880
Value$348.5K
Filed 2026-11-06
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares8,257 from 11,352
Change-3,095 (-27%)
Value$324.1K (-$143.2K)
Filed 2026-10-14
Founders Financial Securities LLC
INCREASED
Shares5,844 from 5,510
Change+334 (+6%)
Value$229.4K (+$2.6K)
Filed 2026-10-28
Lantern Wealth Advisors, LLC
DECREASED
Shares5,596 from 5,631
Change-35 (-1%)
Value$219.6K (-$12.1K)
Filed 2026-10-22
Atria Investments, Inc
DECREASED
Shares5,578 from 6,369
Change-791 (-12%)
Value$219.0K (-$43.2K)
Filed 2026-10-15
Allworth Financial LP
INCREASED
Shares4,202 from 4,118
Change+84 (+2%)
Value$172.9K (+$3.5K)
Filed 2026-11-06
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares734 from 734
Change0 (0%)
Value$28.8K (-$1.4K)
Filed 2026-11-03
Brown, Lisle Ings, Inc.
INCREASED
Shares206 from 73
Change+133 (+182%)
Value$8.1K (+$5.1K)
Filed 2026-10-16
Silver Grove Financial Group, Inc.
DECREASED
Shares73 from 75
Change-2 (-3%)
Value$2.9K (-$206)
Filed 2026-11-05
Russell Investments Group, Ltd.
DECREASED
Shares1 from 69
Change-68 (-99%)
Value$56 (-$2.8K)
Filed 2026-11-06
Ashton Thomas Securities, LLC
CLOSED
Shares0 from 17,915
Change-17,915 (-100%)
Value$0 (-$737.4K)
Filed 2026-10-26
Cambridge Investment Research Advisors, Inc.
CLOSED
Shares0 from 5,718
Change-5,718 (-100%)
Value$0 (-$235.0K)
Filed 2026-11-02
UMB Bank, n.a.
CLOSED
Shares0 from 5,367
Change-5,367 (-100%)
Value$0 (-$220.9K)
Filed 2026-11-06
Cornerstone Planning Group LLC
CLOSED
Shares0 from 4,936
Change-4,936 (-100%)
Value$0 (-$200.4K)
Filed 2026-10-16
Farther Finance Advisors, LLC
CLOSED
Shares0 from 302
Change-302 (-100%)
Value$0 (-$12.4K)
Filed 2026-10-08
Oakworth Capital, Inc.
CLOSED
Shares0 from 94
Change-94 (-100%)
Value$0 (-$3.8K)
Filed 2026-10-26
Envestnet Asset Management Inc
N/A
Shares— from 4,490,100
Change-4,490,100 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,554,686
Change-1,554,686 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 1,507,766
Change-1,507,766 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 1,125,737
Change-1,125,737 (-100%)
Value—
Betterment LLC
N/A
Shares— from 1,107,239
Change-1,107,239 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 933,132
Change-933,132 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 638,453
Change-638,453 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 474,423
Change-474,423 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 459,253
Change-459,253 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 166,114
Change-166,114 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 122,893
Change-122,893 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 107,765
Change-107,765 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 94,865
Change-94,865 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 83,698
Change-83,698 (-100%)
Value—
Conservest Capital Advisors, Inc.
N/A
Shares— from 83,175
Change-83,175 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 81,338
Change-81,338 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 72,462
Change-72,462 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 42,357
Change-42,357 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 39,551
Change-39,551 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 33,509
Change-33,509 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 33,130
Change-33,130 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 30,349
Change-30,349 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 30,105
Change-30,105 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 26,360
Change-26,360 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 24,898
Change-24,898 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 16,453
Change-16,453 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 14,009
Change-14,009 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 12,620
Change-12,620 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 12,081
Change-12,081 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 10,354
Change-10,354 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 6,987
Change-6,987 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 6,739
Change-6,739 (-100%)
Value—
EFG International AG
N/A
Shares— from 5,094
Change-5,094 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 3,259
Change-3,259 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 2,769
Change-2,769 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 2,094
Change-2,094 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,609
Change-1,609 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 1,313
Change-1,313 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 997
Change-997 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 525
Change-525 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 291
Change-291 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 197
Change-197 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 177
Change-177 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 172
Change-172 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 77
Change-77 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 22
Change-22 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 16
Change-16 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
INCREASED7,158,8576,917,856+241,001+3%$284.7M$281.0M-$3.8M2026-11-06
Sowell Financial Services LLC
INCREASED466,491399,487+67,004+17%$16.4M$18.3M+$1.9M2026-10-23
Bank of New York Mellon Corp
INCREASED128,473123,067+5,406+4%$5.1M$5.0M-$22.9K2026-11-05
Elevation Point Wealth Partners, LLC
INCREASED99,64381,338+18,305+23%$3.3M$3.9M+$563.1K2026-11-05
CoreCap Advisors, LLC
INCREASED95,19286,015+9,177+11%$3.5M$3.7M+$195.9K2026-10-08
David Kennon Inc
INCREASED94,65394,106+547+1%$3.9M$3.7M-$158.3K2026-10-13
Commonwealth Equity Services, LLC
DECREASED81,38081,956-576-1%$3.4M$3.2M-$179.2K2026-11-02
Castle Rock Wealth Management, LLC
INCREASED62,22357,170+5,053+9%$2.3M$2.4M+$94.9K2026-10-09
Private Trust Co NA
DECREASED50,09150,274-1830%$2.1M$2.0M-$103.2K2026-10-20
Robertson Stephens Wealth Management, LLC
INCREASED41,69837,280+4,418+12%$1.5M$1.6M+$102.2K2026-10-16
Beacon Financial Advisory LLC
INCREASED36,11430,088+6,026+20%$1.2M$1.4M+$179.0K2026-10-16
Perigon Wealth Management, LLC
UNCHANGED26,12326,12300%$1.1M$1.0M-$49.9K2026-10-22
Legacy Advisors, LLC
DECREASED24,07624,086-100%$991.4K$945.0K-$46.4K2026-10-19
Kestra Advisory Services, LLC
INCREASED20,0906,976+13,114+188%$287.1K$788.5K+$501.4K2026-11-02
Syntegra Private Wealth Group, LLC
INCREASED14,92414,911+13+0%$613.7K$585.8K-$28.0K2026-10-13
Maia Wealth LLC
DECREASED14,79515,800-1,005-6%$650.3K$580.7K-$69.6K2026-10-19
Integrity Alliance, Llc.
DECREASED9,09414,772-5,678-38%$608.0K$356.9K-$251.1K2026-10-29
Moors & Cabot, Inc.
NEW8,880—+8,880——$348.5K—2026-11-06
Patriot Financial Group Insurance Agency, LLC
DECREASED8,25711,352-3,095-27%$467.3K$324.1K-$143.2K2026-10-14
Founders Financial Securities LLC
INCREASED5,8445,510+334+6%$226.8K$229.4K+$2.6K2026-10-28
Lantern Wealth Advisors, LLC
DECREASED5,5965,631-35-1%$231.8K$219.6K-$12.1K2026-10-22
Atria Investments, Inc
DECREASED5,5786,369-791-12%$262.1K$219.0K-$43.2K2026-10-15
Allworth Financial LP
INCREASED4,2024,118+84+2%$169.5K$172.9K+$3.5K2026-11-06
Ashton Thomas Private Wealth, LLC
UNCHANGED73473400%$30.2K$28.8K-$1.4K2026-11-03
Brown, Lisle Ings, Inc.
INCREASED20673+133+182%$3.0K$8.1K+$5.1K2026-10-16
Silver Grove Financial Group, Inc.
DECREASED7375-2-3%$3.1K$2.9K-$2062026-11-05
Russell Investments Group, Ltd.
DECREASED169-68-99%$2.8K$56-$2.8K2026-11-06
Ashton Thomas Securities, LLC
CLOSED017,915-17,915-100%$737.4K$0-$737.4K2026-10-26
Cambridge Investment Research Advisors, Inc.
CLOSED05,718-5,718-100%$235.0K$0-$235.0K2026-11-02
UMB Bank, n.a.
CLOSED05,367-5,367-100%$220.9K$0-$220.9K2026-11-06
Cornerstone Planning Group LLC
CLOSED04,936-4,936-100%$200.4K$0-$200.4K2026-10-16
Farther Finance Advisors, LLC
CLOSED0302-302-100%$12.4K$0-$12.4K2026-10-08
Oakworth Capital, Inc.
CLOSED094-94-100%$3.8K$0-$3.8K2026-10-26
Envestnet Asset Management Inc
N/A—4,490,100-4,490,100-100%$184.8M———
Morgan Stanley
N/A—1,554,686-1,554,686-100%$64.0M———
Principal Securities, Inc.
N/A—1,507,766-1,507,766-100%$62.1M———
Envestnet Portfolio Solutions, Inc.
N/A—1,125,737-1,125,737-100%$46.3M———
Betterment LLC
N/A—1,107,239-1,107,239-100%$45.6M———
Cetera Investment Advisers
N/A—933,132-933,132-100%$38.4M———
Goldman Sachs Group Inc
N/A—638,453-638,453-100%$26.3M———
Keebeck Wealth Management
N/A—474,423-474,423-100%$19.5M———
Jane Street Group, LLC
N/A—459,253-459,253-100%$18.9M———
Captrust Financial Advisors
N/A—166,114-166,114-100%$6.8M———
NewEdge Advisors, LLC
N/A—122,893-122,893-100%$5.1M———
LifePlan Investment Advisors, Inc.
N/A—107,765-107,765-100%$4.4M———
Citadel Advisors LLC
N/A—94,865-94,865-100%$3.9M———
Centaurus Financial, Inc.
N/A—83,698-83,698-100%$3.4M———
Conservest Capital Advisors, Inc.
N/A—83,175-83,175-100%$3.4M———
Vestmark Advisory Solutions, Inc.
N/A—81,338-81,338-100%$3.3M———
Founders Financial Alliance, LLC
N/A—72,462-72,462-100%$3.0M———
Bank of America Corp
N/A—42,357-42,357-100%$1.7M———
Orion Porfolio Solutions, LLC
N/A—39,551-39,551-100%$1.6M———
Integrated Wealth Concepts LLC
N/A—33,509-33,509-100%$1.4M———
Sanctuary Advisors, LLC
N/A—33,130-33,130-100%$1.4M———
Transamerica Financial Advisors, LLC
N/A—30,349-30,349-100%$1.2M———
Osaic Holdings, Inc.
N/A—30,105-30,105-100%$1.2M———
Ausdal Financial Partners, Inc.
N/A—26,360-26,360-100%$1.1M———
Global Retirement Partners, LLC
N/A—24,898-24,898-100%$1.0M———
Susquehanna International Group, LLP
N/A—16,453-16,453-100%$677.2K———
Regal Investment Advisors LLC
N/A—14,009-14,009-100%$576.6K———
Raymond James Financial Inc
N/A—12,620-12,620-100%$519.4K———
MML Investors Services, LLC
N/A—12,081-12,081-100%$497.3K———
Perennial Investment Advisors, LLC
N/A—10,354-10,354-100%$426.2K———
Equitable Holdings, Inc.
N/A—6,987-6,987-100%$287.6K———
World Investment Advisors
N/A—6,739-6,739-100%$277.4K———
EFG International AG
N/A—5,094-5,094-100%$209.7K———
Rockefeller Capital Management L.P.
N/A—3,259-3,259-100%$134.1K———
Johnson Financial Group, Inc.
N/A—2,769-2,769-100%$114.0K———
AE Wealth Management LLC
N/A—2,094-2,094-100%$86.2K———
FMR LLC
N/A—1,609-1,609-100%$66.2K———
SOA Wealth Advisors, Llc.
N/A—1,313-1,313-100%$54.1K———
GeoWealth Management, LLC
N/A—997-997-100%$41.0K———
Franklin Resources Inc
N/A—525-525-100%$21.6K———
Harbour Investments, Inc.
N/A—291-291-100%$12.0K———
O'shaughnessy Asset Management, LLC
N/A—197-197-100%$8.1K———
Royal Bank of Canada
N/A—177-177-100%$7.0K———
Wells Fargo & Company
N/A—172-172-100%$7.1K———
JPMorgan Chase & Co
N/A—77-77-100%$3.2K———
Medallion Wealth Advisors, LLC
N/A—22-22-100%$906———
Hantz Financial Services, Inc.
N/A—16-16-100%$1———
Colonial Trust Advisors
N/A—1-1-100%$31———
Showing 81 of 81 institutions