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Gldmn Schs Grwth Oprtnty ETF (GSGO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Legacy Financial Independent Advisors LLC
DECREASED
Shares230,636 from 232,435
Change-1,799 (-1%)
Value$10.5M (+$17.4K)
Filed 2026-11-02
LPL Financial LLC
INCREASED
Shares57,687 from 56,057
Change+1,630 (+3%)
Value$2.6M (+$98.0K)
Filed 2026-11-06
Private Wealth Partners, LLC
INCREASED
Shares30,250 from 21,250
Change+9,000 (+42%)
Value$1.4M (+$418.2K)
Filed 2026-10-22
Commonwealth Equity Services, LLC
DECREASED
Shares6,916 from 7,373
Change-457 (-6%)
Value$314.4K (-$17.6K)
Filed 2026-11-02
Fifth Third Bancorp
DECREASED
Shares4,277 from 4,296
Change-19 (0%)
Value$194.4K (+$997)
Filed 2026-11-05
Assetmark, Inc
UNCHANGED
Shares377 from 377
Change0 (0%)
Value$17.1K (+$160)
Filed 2026-10-21
International Assets Investment Management, LLC
CLOSED
Shares0 from 1,683
Change-1,683 (-100%)
Value$0 (-$75.2K)
Filed 2026-11-02
Goldman Sachs Group Inc
N/A
Shares— from 495,655
Change-495,655 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 231,670
Change-231,670 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 106,699
Change-106,699 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 100,410
Change-100,410 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 14,321
Change-14,321 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 8,695
Change-8,695 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 7,283
Change-7,283 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 5,444
Change-5,444 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 5,436
Change-5,436 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 4,596
Change-4,596 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 2,297
Change-2,297 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,720
Change-1,720 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,624
Change-1,624 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 474
Change-474 (-100%)
Value—
Status
Legacy Financial Independent Advisors LLC
DECREASED230,636232,435-1,799-1%$10.5M$10.5M+$17.4K2026-11-02
LPL Financial LLC
INCREASED57,68756,057+1,630+3%$2.5M$2.6M+$98.0K2026-11-06
Private Wealth Partners, LLC
INCREASED30,25021,250+9,000+42%$957.0K$1.4M+$418.2K2026-10-22
Commonwealth Equity Services, LLC
DECREASED6,9167,373-457-6%$332.0K$314.4K-$17.6K2026-11-02
Fifth Third Bancorp
DECREASED4,2774,296-190%$193.4K$194.4K+$9972026-11-05
Assetmark, Inc
UNCHANGED37737700%$17.0K$17.1K+$1602026-10-21
International Assets Investment Management, LLC
CLOSED01,683-1,683-100%$75.2K$0-$75.2K2026-11-02
Goldman Sachs Group Inc
N/A—495,655-495,655-100%$22.3M———
Morgan Stanley
N/A—231,670-231,670-100%$10.4M———
Rockefeller Capital Management L.P.
N/A—106,699-106,699-100%$4.8M———
Wells Fargo & Company
N/A—100,410-100,410-100%$4.5M———
Raymond James Financial Inc
N/A—14,321-14,321-100%$644.9K———
Cerity Partners LLC
N/A—8,695-8,695-100%$391.6K———
Envestnet Asset Management Inc
N/A—7,283-7,283-100%$328.0K———
Osaic Holdings, Inc.
N/A—5,444-5,444-100%$245.1K———
Barnes Pettey Financial Advisors, LLC
N/A—5,436-5,436-100%$244.8K———
Integrated Wealth Concepts LLC
N/A—4,596-4,596-100%$207.0K———
Jones Financial Companies Lllp
N/A—2,297-2,297-100%$99.1K———
Huntington National Bank
N/A—1,720-1,720-100%$77.5K———
Royal Bank of Canada
N/A—1,624-1,624-100%$73.0K———
Global Retirement Partners, LLC
N/A—474-474-100%$21.3K———
Showing 21 of 21 institutions