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Goldman Sachs Small Cap Equi (GSC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Orrstown Financial Services Inc
DECREASED
Shares411,128 from 439,965
Change-28,837 (-7%)
Value$25.4M (-$5.0M)
Filed 2026-10-14
Northwest Financial Advisors
DECREASED
Shares388,810 from 392,205
Change-3,395 (-1%)
Value$24.1M (-$3.1M)
Filed 2026-10-27
GGM Financial LLC
INCREASED
Shares34,392 from 31,259
Change+3,133 (+10%)
Value$2.1M (-$35.3K)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares30,475 from 32,483
Change-2,008 (-6%)
Value$1.9M (-$291.2K)
Filed 2026-10-13
MGO One Seven LLC
DECREASED
Shares18,918 from 18,977
Change-59 (0%)
Value$1.2M (-$142.8K)
Filed 2026-10-28
PKS Advisory Services, LLC
UNCHANGED
Shares17,054 from 17,054
Change0 (0%)
Value$1.2M ($0)
Filed 2026-10-26
Parsons Capital Management Inc
INCREASED
Shares12,741 from 9,331
Change+3,410 (+37%)
Value$788.6K (+$142.6K)
Filed 2026-10-28
Vise Technologies, Inc.
DECREASED
Shares12,199 from 25,797
Change-13,598 (-53%)
Value$755.1K (-$1.0M)
Filed 2026-10-29
B. Riley Wealth Advisors, Inc.
INCREASED
Shares10,312 from 10,002
Change+310 (+3%)
Value$638.3K (-$46.9K)
Filed 2026-10-13
Visionary Wealth Advisors
DECREASED
Shares10,117 from 10,513
Change-396 (-4%)
Value$626.2K (-$101.6K)
Filed 2026-11-04
Axxcess Wealth Management, LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$619.0K (-$73.3K)
Filed 2026-10-21
Sowell Financial Services LLC
INCREASED
Shares9,697 from 9,154
Change+543 (+6%)
Value$600.2K (-$33.5K)
Filed 2026-10-23
American Capital Advisory, LLC
DECREASED
Shares8,651 from 9,206
Change-555 (-6%)
Value$535.5K (-$101.9K)
Filed 2026-10-28
Portfolio Resources Advisor Group, Inc.
DECREASED
Shares8,640 from 8,719
Change-79 (-1%)
Value$534.8K (-$68.8K)
Filed 2026-10-20
Miller Global Investments, LLC
DECREASED
Shares7,584 from 7,687
Change-103 (-1%)
Value$469.4K (-$62.8K)
Filed 2026-10-02
Daymark Wealth Partners, LLC
UNCHANGED
Shares7,000 from 7,000
Change0 (0%)
Value$433.3K (-$51.3K)
Filed 2026-11-04
Farther Finance Advisors, LLC
UNCHANGED
Shares6,103 from 6,103
Change0 (0%)
Value$377.8K (-$44.8K)
Filed 2026-10-08
Davenport & Co LLC
DECREASED
Shares5,173 from 5,209
Change-36 (-1%)
Value$320.2K (-$40.4K)
Filed 2026-10-14
Worth Financial Advisory Group, LLC
INCREASED
Shares4,805 from 4,165
Change+640 (+15%)
Value$297.4K (+$9.1K)
Filed 2026-10-19
Northwest Wealth Advisors, LLC
INCREASED
Shares3,855 from 3,852
Change+3 (+0%)
Value$238.6K (-$28.0K)
Filed 2026-11-02
Park Avenue Securities LLC
DECREASED
Shares3,609 from 3,643
Change-34 (-1%)
Value$223.0K (-$29.0K)
Filed 2026-10-26
Capital Advisors Wealth Management, LLC
INCREASED
Shares3,556 from 3,528
Change+28 (+1%)
Value$220.1K (-$24.1K)
Filed 2026-10-09
Commonwealth Equity Services, LLC
DECREASED
Shares3,545 from 7,889
Change-4,344 (-55%)
Value$219.4K (-$326.7K)
Filed 2026-11-02
Farmers & Merchants Trust Co of Chambersburg PA
NEW
Shares119
Change+119
Value$7
Filed 2026-10-14
Assetmark, Inc
NEW
Shares73
Change+73
Value$4.5K
Filed 2026-10-21
Latitude Advisors, LLC
NEW
Shares41
Change+41
Value$2.5K
Filed 2026-10-27
Spire Wealth Management
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$1.1K (-$132)
Filed 2026-10-30
Elevation Point Wealth Partners, LLC
CLOSED
Shares0 from 210,982
Change-210,982 (-100%)
Value$0 (-$14.6M)
Filed 2026-11-05
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 18
Change-18 (-100%)
Value$0 (-$1.2K)
Filed 2026-10-29
Goldman Sachs Group Inc
N/A
Shares— from 898,881
Change-898,881 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 855,549
Change-855,549 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 253,524
Change-253,524 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 210,726
Change-210,726 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 140,055
Change-140,055 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 117,425
Change-117,425 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 112,587
Change-112,587 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 110,713
Change-110,713 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 82,823
Change-82,823 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 52,804
Change-52,804 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 52,010
Change-52,010 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 43,392
Change-43,392 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 25,573
Change-25,573 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 16,075
Change-16,075 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 11,016
Change-11,016 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 8,708
Change-8,708 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 6,730
Change-6,730 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 4,760
Change-4,760 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 3,725
Change-3,725 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,366
Change-1,366 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 336
Change-336 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 173
Change-173 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 100
Change-100 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 26
Change-26 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 9
Change-9 (-100%)
Value—
Status
Orrstown Financial Services Inc
DECREASED411,128439,965-28,837-7%$30.5M$25.4M-$5.0M2026-10-14
Northwest Financial Advisors
DECREASED388,810392,205-3,395-1%$27.2M$24.1M-$3.1M2026-10-27
GGM Financial LLC
INCREASED34,39231,259+3,133+10%$2.2M$2.1M-$35.3K2026-11-05
Wealth Enhancement Advisory Services, LLC
DECREASED30,47532,483-2,008-6%$2.2M$1.9M-$291.2K2026-10-13
MGO One Seven LLC
DECREASED18,91818,977-590%$1.3M$1.2M-$142.8K2026-10-28
PKS Advisory Services, LLC
UNCHANGED17,05417,05400%$1.2M$1.2M$02026-10-26
Parsons Capital Management Inc
INCREASED12,7419,331+3,410+37%$646.0K$788.6K+$142.6K2026-10-28
Vise Technologies, Inc.
DECREASED12,19925,797-13,598-53%$1.8M$755.1K-$1.0M2026-10-29
B. Riley Wealth Advisors, Inc.
INCREASED10,31210,002+310+3%$685.2K$638.3K-$46.9K2026-10-13
Visionary Wealth Advisors
DECREASED10,11710,513-396-4%$727.8K$626.2K-$101.6K2026-11-04
Axxcess Wealth Management, LLC
UNCHANGED10,00010,00000%$692.3K$619.0K-$73.3K2026-10-21
Sowell Financial Services LLC
INCREASED9,6979,154+543+6%$633.7K$600.2K-$33.5K2026-10-23
American Capital Advisory, LLC
DECREASED8,6519,206-555-6%$637.3K$535.5K-$101.9K2026-10-28
Portfolio Resources Advisor Group, Inc.
DECREASED8,6408,719-79-1%$603.6K$534.8K-$68.8K2026-10-20
Miller Global Investments, LLC
DECREASED7,5847,687-103-1%$532.2K$469.4K-$62.8K2026-10-02
Daymark Wealth Partners, LLC
UNCHANGED7,0007,00000%$484.6K$433.3K-$51.3K2026-11-04
Farther Finance Advisors, LLC
UNCHANGED6,1036,10300%$422.5K$377.8K-$44.8K2026-10-08
Davenport & Co LLC
DECREASED5,1735,209-36-1%$360.6K$320.2K-$40.4K2026-10-14
Worth Financial Advisory Group, LLC
INCREASED4,8054,165+640+15%$288.3K$297.4K+$9.1K2026-10-19
Northwest Wealth Advisors, LLC
INCREASED3,8553,852+3+0%$266.7K$238.6K-$28.0K2026-11-02
Park Avenue Securities LLC
DECREASED3,6093,643-34-1%$252.0K$223.0K-$29.0K2026-10-26
Capital Advisors Wealth Management, LLC
INCREASED3,5563,528+28+1%$244.2K$220.1K-$24.1K2026-10-09
Commonwealth Equity Services, LLC
DECREASED3,5457,889-4,344-55%$546.1K$219.4K-$326.7K2026-11-02
Farmers & Merchants Trust Co of Chambersburg PA
NEW119—+119——$7—2026-10-14
Assetmark, Inc
NEW73—+73——$4.5K—2026-10-21
Latitude Advisors, LLC
NEW41—+41——$2.5K—2026-10-27
Spire Wealth Management
UNCHANGED181800%$1.2K$1.1K-$1322026-10-30
Elevation Point Wealth Partners, LLC
CLOSED0210,982-210,982-100%$14.6M$0-$14.6M2026-11-05
Spectrum Wealth Advisory Group, LLC
CLOSED018-18-100%$1.2K$0-$1.2K2026-10-29
Goldman Sachs Group Inc
N/A—898,881-898,881-100%$62.2M———
Envestnet Asset Management Inc
N/A—855,549-855,549-100%$59.2M———
NewEdge Advisors, LLC
N/A—253,524-253,524-100%$17.6M———
Vestmark Advisory Solutions, Inc.
N/A—210,726-210,726-100%$14.6M———
United Capital Financial Advisors, LLC
N/A—140,055-140,055-100%$9.7M———
Sanctuary Advisors, LLC
N/A—117,425-117,425-100%$8.1M———
LPL Financial LLC
N/A—112,587-112,587-100%$7.8M———
Principal Securities, Inc.
N/A—110,713-110,713-100%$7.7M———
Envestnet Portfolio Solutions, Inc.
N/A—82,823-82,823-100%$5.7M———
Compass Capital Corp
N/A—52,804-52,804-100%$3.6M———
Cetera Investment Advisers
N/A—52,010-52,010-100%$3.6M———
Osaic Holdings, Inc.
N/A—43,392-43,392-100%$3.0M———
Coastal Bridge Advisors, LLC
N/A—25,573-25,573-100%$1.8M———
Brown Advisory Inc
N/A—16,075-16,075-100%$1.1M———
Citadel Advisors LLC
N/A—11,016-11,016-100%$762.6K———
Legacy Edge Advisors, LLC
N/A—8,708-8,708-100%$602.8K———
IHT Wealth Management, LLC
N/A—6,730-6,730-100%$465.9K———
Gladstone Institutional Advisory LLC
N/A—4,760-4,760-100%$329.5K———
Jane Street Group, LLC
N/A—3,725-3,725-100%$257.9K———
Morgan Stanley
N/A—1,366-1,366-100%$94.6K———
BlackRock, Inc.
N/A—336-336-100%$23.3K———
Harborfront Financial Group LLC
N/A—173-173-100%$11.9K———
Wells Fargo & Company
N/A—100-100-100%$6.9K———
Russell Investments Group, Ltd.
N/A—26-26-100%$1.8K———
Crews Bank & Trust
N/A—9-9-100%$623———
Showing 54 of 54 institutions