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GS Municipal Income ETF (GMUB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Wealth Enhancement Advisory Services, LLC
NEW
Shares1,995,871
Change+1,995,871
Value$97.2M
Filed 2026-10-13
Heartwood Wealth Advisors LLC
INCREASED
Shares501,612 from 497,558
Change+4,054 (+1%)
Value$24.5M (-$1.1M)
Filed 2026-10-05
GoalVest Advisory LLC
INCREASED
Shares358,646 from 348,570
Change+10,076 (+3%)
Value$17.5M (-$428.5K)
Filed 2026-10-02
Peak Financial Advisors LLC
NEW
Shares257,560
Change+257,560
Value$12.6M
Filed 2026-10-28
Asio Capital, LLC
INCREASED
Shares249,982 from 220,569
Change+29,413 (+13%)
Value$12.2M (+$853.1K)
Filed 2026-10-19
Keudell ison Wealth Management
NEW
Shares181,280
Change+181,280
Value$8.8M
Filed 2026-10-16
Capital Advisors Wealth Management, LLC
INCREASED
Shares179,717 from 159,690
Change+20,027 (+13%)
Value$8.8M (+$555.7K)
Filed 2026-10-09
Pinion Investment Advisors, LLC
INCREASED
Shares174,264 from 157,167
Change+17,097 (+11%)
Value$8.5M (+$419.4K)
Filed 2026-11-04
Retirement Planning Group, LLC
INCREASED
Shares161,773 from 145,529
Change+16,244 (+11%)
Value$7.9M (+$408.5K)
Filed 2026-10-19
LPL Financial LLC
INCREASED
Shares110,995 from 64,226
Change+46,769 (+73%)
Value$5.4M (+$2.1M)
Filed 2026-11-06
Bensler, LLC
NEW
Shares88,260
Change+88,260
Value$4.3M
Filed 2026-11-05
Sowell Financial Services LLC
INCREASED
Shares74,804 from 71,742
Change+3,062 (+4%)
Value$3.7M (-$40.0K)
Filed 2026-10-23
Farther Finance Advisors, LLC
DECREASED
Shares63,998 from 69,085
Change-5,087 (-7%)
Value$3.1M (-$430.6K)
Filed 2026-10-08
GGM Financial LLC
INCREASED
Shares48,706 from 44,732
Change+3,974 (+9%)
Value$2.4M (+$75.8K)
Filed 2026-11-05
Diversified Portfolios, Inc.
NEW
Shares40,523
Change+40,523
Value$2.0M
Filed 2026-11-04
Breakwater Capital Group
INCREASED
Shares39,828 from 6,457
Change+33,371 (+517%)
Value$1.9M (+$1.6M)
Filed 2026-10-09
Atria Investments, Inc
INCREASED
Shares39,216 from 5,511
Change+33,705 (+612%)
Value$1.9M (+$1.6M)
Filed 2026-10-15
Cambridge Investment Research Advisors, Inc.
NEW
Shares38,576
Change+38,576
Value$1.9M
Filed 2026-11-02
Catalyst Investment Management LLC
NEW
Shares38,422
Change+38,422
Value$1.9M
Filed 2026-10-21
Landmark Wealth Management, LLC
INCREASED
Shares34,891 from 17,361
Change+17,530 (+101%)
Value$1.7M (+$809.6K)
Filed 2026-11-03
Syntegra Private Wealth Group, LLC
INCREASED
Shares29,607 from 27,121
Change+2,486 (+9%)
Value$1.4M (+$49.7K)
Filed 2026-10-13
Verus Capital Partners, LLC
NEW
Shares28,195
Change+28,195
Value$1.4M
Filed 2026-11-03
WealthPlan Investment Management, LLC
DECREASED
Shares24,487 from 26,848
Change-2,361 (-9%)
Value$1.2M (-$186.1K)
Filed 2026-10-15
Fiduciary Financial Group, LLC
NEW
Shares23,521
Change+23,521
Value$1.1M
Filed 2026-10-13
Johnson Bixby & Associates, LLC
INCREASED
Shares20,714 from 17,116
Change+3,598 (+21%)
Value$1.0M (+$130.4K)
Filed 2026-10-14
Colton Groome Financial Advisors, LLC
INCREASED
Shares18,940 from 17,730
Change+1,210 (+7%)
Value$924.3K (+$12.2K)
Filed 2026-10-06
Perigon Wealth Management, LLC
DECREASED
Shares17,917 from 19,949
Change-2,032 (-10%)
Value$874.3K (-$151.9K)
Filed 2026-10-22
Commonwealth Equity Services, LLC
NEW
Shares16,926
Change+16,926
Value$826.0K
Filed 2026-11-02
Laurel OAK Wealth Management, LLC
INCREASED
Shares14,893 from 4,157
Change+10,736 (+258%)
Value$726.8K (+$512.9K)
Filed 2026-10-19
Tortoise Investment Management, LLC
NEW
Shares13,250
Change+13,250
Value$646.6K
Filed 2026-11-06
Weaver Consulting Group
UNCHANGED
Shares10,850 from 10,850
Change0 (0%)
Value$529.5K (-$28.6K)
Filed 2026-10-07
Fifth Third Bancorp
DECREASED
Shares10,221 from 10,246
Change-25 (0%)
Value$498.8K (-$28.3K)
Filed 2026-11-05
Cascade Investment Group, Inc.
INCREASED
Shares9,794 from 6,413
Change+3,381 (+53%)
Value$477.9K (+$148.1K)
Filed 2026-10-13
Matauro, LLC
INCREASED
Shares8,878 from 7,995
Change+883 (+11%)
Value$433.2K (+$22.0K)
Filed 2026-11-03
IFP Advisors, Inc
INCREASED
Shares8,568 from 2,917
Change+5,651 (+194%)
Value$418.1K (+$268.1K)
Filed 2026-10-16
Allen Capital Group, LLC
NEW
Shares8,271
Change+8,271
Value$403.6K
Filed 2026-10-27
Cypress Capital Group
NEW
Shares7,344
Change+7,344
Value$358.4K
Filed 2026-11-03
MGO One Seven LLC
DECREASED
Shares6,914 from 7,368
Change-454 (-6%)
Value$337.4K (-$41.6K)
Filed 2026-10-28
WealthPLAN Partners, LLC
DECREASED
Shares4,268 from 6,288
Change-2,020 (-32%)
Value$208.3K (-$115.2K)
Filed 2026-10-15
Winch Advisory Services, LLC
NEW
Shares3,007
Change+3,007
Value$146.7K
Filed 2026-11-06
Nvwm, LLC
NEW
Shares163
Change+163
Value$8.0K
Filed 2026-10-14
Creative Financial Designs Inc
NEW
Shares5
Change+5
Value$244
Filed 2026-11-04
Magnus Financial Group LLC
CLOSED
Shares0 from 4,587
Change-4,587 (-100%)
Value$0 (-$236.0K)
Filed 2026-10-21
Platform Technology Partners
CLOSED
Shares0 from 4,000
Change-4,000 (-100%)
Value$0 (-$205.8K)
Filed 2026-11-02
Maseco LLP
CLOSED
Shares0 from 43
Change-43 (-100%)
Value$0 (-$2.2K)
Filed 2026-10-27
Betterment LLC
N/A
Shares— from 1,004,401
Change-1,004,401 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 854,388
Change-854,388 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 362,252
Change-362,252 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 288,016
Change-288,016 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 282,139
Change-282,139 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 174,326
Change-174,326 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 171,806
Change-171,806 (-100%)
Value—
Gentry Private Wealth, LLC
N/A
Shares— from 111,366
Change-111,366 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 98,419
Change-98,419 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 74,142
Change-74,142 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 67,742
Change-67,742 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 50,301
Change-50,301 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 45,776
Change-45,776 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 26,101
Change-26,101 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 22,939
Change-22,939 (-100%)
Value—
&partners
N/A
Shares— from 22,799
Change-22,799 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 20,504
Change-20,504 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 16,838
Change-16,838 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 12,648
Change-12,648 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 12,443
Change-12,443 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 11,880
Change-11,880 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 11,688
Change-11,688 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 9,912
Change-9,912 (-100%)
Value—
Providence Financial Advisors, LLC
N/A
Shares— from 9,616
Change-9,616 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 9,348
Change-9,348 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 7,416
Change-7,416 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 5,895
Change-5,895 (-100%)
Value—
Ducere Wealth Management LLC
N/A
Shares— from 4,032
Change-4,032 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,046
Change-1,046 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 719
Change-719 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 204
Change-204 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Wealth Enhancement Advisory Services, LLC
NEW1,995,871—+1,995,871——$97.2M—2026-10-13
Heartwood Wealth Advisors LLC
INCREASED501,612497,558+4,054+1%$25.6M$24.5M-$1.1M2026-10-05
GoalVest Advisory LLC
INCREASED358,646348,570+10,076+3%$17.9M$17.5M-$428.5K2026-10-02
Peak Financial Advisors LLC
NEW257,560—+257,560——$12.6M—2026-10-28
Asio Capital, LLC
INCREASED249,982220,569+29,413+13%$11.3M$12.2M+$853.1K2026-10-19
Keudell ison Wealth Management
NEW181,280—+181,280——$8.8M—2026-10-16
Capital Advisors Wealth Management, LLC
INCREASED179,717159,690+20,027+13%$8.2M$8.8M+$555.7K2026-10-09
Pinion Investment Advisors, LLC
INCREASED174,264157,167+17,097+11%$8.1M$8.5M+$419.4K2026-11-04
Retirement Planning Group, LLC
INCREASED161,773145,529+16,244+11%$7.5M$7.9M+$408.5K2026-10-19
LPL Financial LLC
INCREASED110,99564,226+46,769+73%$3.3M$5.4M+$2.1M2026-11-06
Bensler, LLC
NEW88,260—+88,260——$4.3M—2026-11-05
Sowell Financial Services LLC
INCREASED74,80471,742+3,062+4%$3.7M$3.7M-$40.0K2026-10-23
Farther Finance Advisors, LLC
DECREASED63,99869,085-5,087-7%$3.6M$3.1M-$430.6K2026-10-08
GGM Financial LLC
INCREASED48,70644,732+3,974+9%$2.3M$2.4M+$75.8K2026-11-05
Diversified Portfolios, Inc.
NEW40,523—+40,523——$2.0M—2026-11-04
Breakwater Capital Group
INCREASED39,8286,457+33,371+517%$332.1K$1.9M+$1.6M2026-10-09
Atria Investments, Inc
INCREASED39,2165,511+33,705+612%$283.5K$1.9M+$1.6M2026-10-15
Cambridge Investment Research Advisors, Inc.
NEW38,576—+38,576——$1.9M—2026-11-02
Catalyst Investment Management LLC
NEW38,422—+38,422——$1.9M—2026-10-21
Landmark Wealth Management, LLC
INCREASED34,89117,361+17,530+101%$893.0K$1.7M+$809.6K2026-11-03
Syntegra Private Wealth Group, LLC
INCREASED29,60727,121+2,486+9%$1.4M$1.4M+$49.7K2026-10-13
Verus Capital Partners, LLC
NEW28,195—+28,195——$1.4M—2026-11-03
WealthPlan Investment Management, LLC
DECREASED24,48726,848-2,361-9%$1.4M$1.2M-$186.1K2026-10-15
Fiduciary Financial Group, LLC
NEW23,521—+23,521——$1.1M—2026-10-13
Johnson Bixby & Associates, LLC
INCREASED20,71417,116+3,598+21%$880.4K$1.0M+$130.4K2026-10-14
Colton Groome Financial Advisors, LLC
INCREASED18,94017,730+1,210+7%$912.0K$924.3K+$12.2K2026-10-06
Perigon Wealth Management, LLC
DECREASED17,91719,949-2,032-10%$1.0M$874.3K-$151.9K2026-10-22
Commonwealth Equity Services, LLC
NEW16,926—+16,926——$826.0K—2026-11-02
Laurel OAK Wealth Management, LLC
INCREASED14,8934,157+10,736+258%$213.8K$726.8K+$512.9K2026-10-19
Tortoise Investment Management, LLC
NEW13,250—+13,250——$646.6K—2026-11-06
Weaver Consulting Group
UNCHANGED10,85010,85000%$558.1K$529.5K-$28.6K2026-10-07
Fifth Third Bancorp
DECREASED10,22110,246-250%$527.1K$498.8K-$28.3K2026-11-05
Cascade Investment Group, Inc.
INCREASED9,7946,413+3,381+53%$329.9K$477.9K+$148.1K2026-10-13
Matauro, LLC
INCREASED8,8787,995+883+11%$411.3K$433.2K+$22.0K2026-11-03
IFP Advisors, Inc
INCREASED8,5682,917+5,651+194%$150.1K$418.1K+$268.1K2026-10-16
Allen Capital Group, LLC
NEW8,271—+8,271——$403.6K—2026-10-27
Cypress Capital Group
NEW7,344—+7,344——$358.4K—2026-11-03
MGO One Seven LLC
DECREASED6,9147,368-454-6%$379.0K$337.4K-$41.6K2026-10-28
WealthPLAN Partners, LLC
DECREASED4,2686,288-2,020-32%$323.5K$208.3K-$115.2K2026-10-15
Winch Advisory Services, LLC
NEW3,007—+3,007——$146.7K—2026-11-06
Nvwm, LLC
NEW163—+163——$8.0K—2026-10-14
Creative Financial Designs Inc
NEW5—+5——$244—2026-11-04
Magnus Financial Group LLC
CLOSED04,587-4,587-100%$236.0K$0-$236.0K2026-10-21
Platform Technology Partners
CLOSED04,000-4,000-100%$205.8K$0-$205.8K2026-11-02
Maseco LLP
CLOSED043-43-100%$2.2K$0-$2.2K2026-10-27
Betterment LLC
N/A—1,004,401-1,004,401-100%$51.7M———
Composition Wealth, LLC
N/A—854,388-854,388-100%$43.9M———
Stifel Financial Corp
N/A—362,252-362,252-100%$18.6M———
Envestnet Asset Management Inc
N/A—288,016-288,016-100%$14.8M———
United Capital Financial Advisors, LLC
N/A—282,139-282,139-100%$14.5M———
JPMorgan Chase & Co
N/A—174,326-174,326-100%$9.0M———
Private Advisor Group, LLC
N/A—171,806-171,806-100%$8.8M———
Gentry Private Wealth, LLC
N/A—111,366-111,366-100%$5.7M———
Goldman Sachs Group Inc
N/A—98,419-98,419-100%$5.1M———
Berger Financial Group, Inc
N/A—74,142-74,142-100%$3.8M———
First American Trust, FSB
N/A—67,742-67,742-100%$3.5M———
Integrated Wealth Concepts LLC
N/A—50,301-50,301-100%$2.6M———
Fourth Dimension Wealth, LLC
N/A—45,776-45,776-100%$2.4M———
Summit Financial, LLC
N/A—26,101-26,101-100%$1.3M———
Thompson David Blair
N/A—22,939-22,939-100%$1.2M———
&partners
N/A—22,799-22,799-100%$1.2M———
Jane Street Group, LLC
N/A—20,504-20,504-100%$1.1M———
Equitable Holdings, Inc.
N/A—16,838-16,838-100%$866.1K———
Citadel Advisors LLC
N/A—12,648-12,648-100%$650.6K———
Sanctuary Advisors, LLC
N/A—12,443-12,443-100%$640.1K———
Miller Capital Partners, Inc.
N/A—11,880-11,880-100%$611.1K———
World Investment Advisors
N/A—11,688-11,688-100%$595.5K———
Royal Bank of Canada
N/A—9,912-9,912-100%$510.0K———
Providence Financial Advisors, LLC
N/A—9,616-9,616-100%$494.6K———
WNY Asset Management, LLC
N/A—9,348-9,348-100%$480.9K———
AE Wealth Management LLC
N/A—7,416-7,416-100%$381.5K———
Gateway Wealth Partners, LLC
N/A—5,895-5,895-100%$303.2K———
Ducere Wealth Management LLC
N/A—4,032-4,032-100%$207.4K———
Osaic Holdings, Inc.
N/A—1,046-1,046-100%$53.8K———
Elequin Capital, LP
N/A—719-719-100%$37.0K———
Rockefeller Capital Management L.P.
N/A—204-204-100%$10.5K———
HFM Investment Advisors, LLC
N/A—1-1-100%$42———
Showing 77 of 77 institutions