Goldman Sachs Activebeta WOR (GSWO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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CoreCap Advisors, LLC

DECREASED

Shares38,014 from 49,542

Change-11,528 (-23%)

Value$2.5M (-$687.1K)

Filed 2026-10-08

ARQ Wealth Advisors, LLC

DECREASED

Shares37,978 from 49,082

Change-11,104 (-23%)

Value$2.5M (-$664.6K)

Filed 2026-10-29

Kestra Advisory Services, LLC

INCREASED

Shares8,698 from 7,909

Change+789 (+10%)

Value$561.9K (+$60.2K)

Filed 2026-11-02

Truist Financial Corp

DECREASED

Shares5,859 from 5,937

Change-78 (-1%)

Value$378.5K (+$1.9K)

Filed 2026-10-30

Capital Advisors Wealth Management, LLC

INCREASED

Shares4,690 from 4,198

Change+492 (+12%)

Value$303.0K (+$36.7K)

Filed 2026-10-09

TD Waterhouse Canada Inc.

DECREASED

Shares2,498 from 3,028

Change-530 (-17%)

Value$161.3K (-$30.9K)

Filed 2026-10-16

Childress Capital Advisors, LLC

CLOSED

Shares0 from 3,180

Change-3,180 (-100%)

Value$0 (-$201.7K)

Filed 2026-10-28

Pacifica Partners Inc.

CLOSED

Shares0 from 62

Change-62 (-100%)

Value$0 (-$3.9K)

Filed 2026-10-09

Jane Street Group, LLC

N/A

Shares— from 70,121

Change-70,121 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 35,050

Change-35,050 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 23,426

Change-23,426 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 12,812

Change-12,812 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 11,198

Change-11,198 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 11,065

Change-11,065 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 8,597

Change-8,597 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 8,417

Change-8,417 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 3,488

Change-3,488 (-100%)

Value—

Empirical Asset Management, LLC

N/A

Shares— from 3,469

Change-3,469 (-100%)

Value—

LaSalle St. Investment Advisors, LLC

N/A

Shares— from 3,283

Change-3,283 (-100%)

Value—

UBS Group AG

N/A

Shares— from 3,119

Change-3,119 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 2,083

Change-2,083 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 1,970

Change-1,970 (-100%)

Value—

Founders Financial Alliance, LLC

N/A

Shares— from 1,621

Change-1,621 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 1,104

Change-1,104 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 717

Change-717 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 628

Change-628 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 360

Change-360 (-100%)

Value—

FMR LLC

N/A

Shares— from 150

Change-150 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 108

Change-108 (-100%)

Value—

Purpose Unlimited Inc.

N/A

Shares— from 103

Change-103 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 83

Change-83 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 79

Change-79 (-100%)

Value—

Ravenstone Capital Management Inc.

N/A

Shares— from 64

Change-64 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 17

Change-17 (-100%)

Value—

Copia Wealth Management

N/A

Shares— from 8

Change-8 (-100%)

Value—

Hillsdale Investment Management Inc.

N/A

Shares— from 7

Change-7 (-100%)

Value—

	Status
CoreCap Advisors, LLC	DECREASED	38,014	49,542	-11,528	-23%	$3.1M	$2.5M	-$687.1K	2026-10-08
ARQ Wealth Advisors, LLC	DECREASED	37,978	49,082	-11,104	-23%	$3.1M	$2.5M	-$664.6K	2026-10-29
Kestra Advisory Services, LLC	INCREASED	8,698	7,909	+789	+10%	$501.8K	$561.9K	+$60.2K	2026-11-02
Truist Financial Corp	DECREASED	5,859	5,937	-78	-1%	$376.7K	$378.5K	+$1.9K	2026-10-30
Capital Advisors Wealth Management, LLC	INCREASED	4,690	4,198	+492	+12%	$266.3K	$303.0K	+$36.7K	2026-10-09
TD Waterhouse Canada Inc.	DECREASED	2,498	3,028	-530	-17%	$192.1K	$161.3K	-$30.9K	2026-10-16
Childress Capital Advisors, LLC	CLOSED	0	3,180	-3,180	-100%	$201.7K	$0	-$201.7K	2026-10-28
Pacifica Partners Inc.	CLOSED	0	62	-62	-100%	$3.9K	$0	-$3.9K	2026-10-09
Jane Street Group, LLC	N/A	—	70,121	-70,121	-100%	$4.4M	—	—	—
LPL Financial LLC	N/A	—	35,050	-35,050	-100%	$2.2M	—	—	—
Citadel Advisors LLC	N/A	—	23,426	-23,426	-100%	$1.5M	—	—	—
Morgan Stanley	N/A	—	12,812	-12,812	-100%	$812.8K	—	—	—
Wells Fargo & Company	N/A	—	11,198	-11,198	-100%	$710.4K	—	—	—
Royal Bank of Canada	N/A	—	11,065	-11,065	-100%	$702.0K	—	—	—
Envestnet Asset Management Inc	N/A	—	8,597	-8,597	-100%	$545.4K	—	—	—
NewEdge Advisors, LLC	N/A	—	8,417	-8,417	-100%	$533.9K	—	—	—
Osaic Holdings, Inc.	N/A	—	3,488	-3,488	-100%	$221.3K	—	—	—
Empirical Asset Management, LLC	N/A	—	3,469	-3,469	-100%	$220.1K	—	—	—
LaSalle St. Investment Advisors, LLC	N/A	—	3,283	-3,283	-100%	$208.3K	—	—	—
UBS Group AG	N/A	—	3,119	-3,119	-100%	$197.9K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	2,083	-2,083	-100%	$132.0K	—	—	—
Bank of Montreal	N/A	—	1,970	-1,970	-100%	$125.0K	—	—	—
Founders Financial Alliance, LLC	N/A	—	1,621	-1,621	-100%	$102.9K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	1,104	-1,104	-100%	$70.0K	—	—	—
National Bank of Canada	N/A	—	717	-717	-100%	$45.5K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	628	-628	-100%	$39.8K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	360	-360	-100%	$22.8K	—	—	—
FMR LLC	N/A	—	150	-150	-100%	$9.5K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	108	-108	-100%	$6.9K	—	—	—
Purpose Unlimited Inc.	N/A	—	103	-103	-100%	$6.6K	—	—	—
Allworth Financial LP	N/A	—	83	-83	-100%	$5.3K	—	—	—
JPMorgan Chase & Co	N/A	—	79	-79	-100%	$5.0K	—	—	—
Ravenstone Capital Management Inc.	N/A	—	64	-64	-100%	$4.1K	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	17	-17	-100%	$1.1K	—	—	—
Copia Wealth Management	N/A	—	8	-8	-100%	$508	—	—	—
Hillsdale Investment Management Inc.	N/A	—	7	-7	-100%	$444	—	—	—

Showing 36 of 36 institutions