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GS Msci Wrld PRV EQ RTR Trkr (GTPE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
GoalVest Advisory LLC
NEW
Shares12,358
Change+12,358
Value$747.7K
Filed 2026-10-02
Goldman Sachs Group Inc
N/A
Shares— from 214,000
Change-214,000 (-100%)
Value—
Beta Wealth Group, Inc.
N/A
Shares— from 138,412
Change-138,412 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 70,000
Change-70,000 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 11,380
Change-11,380 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 5,631
Change-5,631 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 5,152
Change-5,152 (-100%)
Value—
UBS Group AG
N/A
Shares— from 200
Change-200 (-100%)
Value—
Status
GoalVest Advisory LLC
NEW12,358—+12,358——$747.7K—2026-10-02
Goldman Sachs Group Inc
N/A—214,000-214,000-100%$13.2M———
Beta Wealth Group, Inc.
N/A—138,412-138,412-100%$8.6M———
Bank of America Corp
N/A—70,000-70,000-100%$4.3M———
Susquehanna International Group, LLP
N/A—11,380-11,380-100%$703.8K———
Citadel Advisors LLC
N/A—5,631-5,631-100%$348.3K———
Nalls Sherbakoff Group, LLC
N/A—5,152-5,152-100%$318.6K———
UBS Group AG
N/A—200-200-100%$12.4K———
Showing 8 of 8 institutions