GS Future Tech Leaders EQ (GTEK)

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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Heartwood Wealth Advisors LLC

DECREASED

Shares400,908 from 419,956

Change-19,048 (-5%)

Value$23.5M (-$2.9M)

Filed 2026-10-05

LPL Financial LLC

INCREASED

Shares86,944 from 37,738

Change+49,206 (+130%)

Value$5.1M (+$2.7M)

Filed 2026-11-06

Cassia Capital Partners, LLC

DECREASED

Shares78,170 from 82,379

Change-4,209 (-5%)

Value$4.6M (-$592.3K)

Filed 2026-11-04

Kraft, Davis & Associates, LLC

NEW

Shares30,660

Change+30,660

Value$1.7M

Filed 2026-10-21

Simplicity Wealth,LLC

NEW

Shares29,108

Change+29,108

Value$1.7M

Filed 2026-10-23

Commonwealth Equity Services, LLC

INCREASED

Shares21,043 from 8,207

Change+12,836 (+156%)

Value$1.2M (+$719.0K)

Filed 2026-11-02

Kestra Advisory Services, LLC

INCREASED

Shares16,877 from 12,316

Change+4,561 (+37%)

Value$990.5K (+$216.1K)

Filed 2026-11-02

Waldron Private Wealth LLC

UNCHANGED

Shares13,425 from 13,425

Change0 (0%)

Value$787.9K (-$56.3K)

Filed 2026-11-02

Nautilus Advisors LLC

INCREASED

Shares11,941 from 10,028

Change+1,913 (+19%)

Value$700.8K (+$105.3K)

Filed 2026-10-07

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares10,845 from 10,877

Change-32 (0%)

Value$645.9K (+$52)

Filed 2026-10-13

Retirement Planning Co of New England, Inc.

DECREASED

Shares5,779 from 5,797

Change-18 (0%)

Value$339.2K (-$25.4K)

Filed 2026-10-15

Ashton Thomas Private Wealth, LLC

UNCHANGED

Shares5,050 from 5,050

Change0 (0%)

Value$296.4K (-$21.2K)

Filed 2026-11-03

Del-Sette Capital Management, LLC

DECREASED

Shares4,849 from 35,805

Change-30,956 (-86%)

Value$284.6K (-$2.0M)

Filed 2026-10-23

Summa Corp.

UNCHANGED

Shares4,500 from 4,500

Change0 (0%)

Value$264.1K (-$18.9K)

Filed 2026-10-30

Truist Financial Corp

DECREASED

Shares3,602 from 3,770

Change-168 (-4%)

Value$211.4K (-$25.7K)

Filed 2026-10-30

Fifth Third Bancorp

UNCHANGED

Shares3,133 from 3,133

Change0 (0%)

Value$183.9K (-$13.1K)

Filed 2026-11-05

Blue Bell Private Wealth Management, LLC

UNCHANGED

Shares291 from 291

Change0 (0%)

Value$17.1K (-$1.2K)

Filed 2026-10-29

TD Waterhouse Canada Inc.

UNCHANGED

Shares174 from 174

Change0 (0%)

Value$10.3K (-$406)

Filed 2026-10-16

Farther Finance Advisors, LLC

UNCHANGED

Shares115 from 115

Change0 (0%)

Value$6.7K (-$482)

Filed 2026-10-08

Allworth Financial LP

UNCHANGED

Shares25 from 25

Change0 (0%)

Value$1.6K ($0)

Filed 2026-11-06

Blue Trust, Inc.

NEW

Shares8

Change+8

Value$444

Filed 2026-10-15

Goldman Sachs Group Inc

N/A

Shares— from 618,717

Change-618,717 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 276,967

Change-276,967 (-100%)

Value—

Black Swift Group, LLC

N/A

Shares— from 105,545

Change-105,545 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 24,397

Change-24,397 (-100%)

Value—

Composition Wealth, LLC

N/A

Shares— from 23,852

Change-23,852 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 20,804

Change-20,804 (-100%)

Value—

Delta Investment Management, LLC

N/A

Shares— from 17,771

Change-17,771 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 6,850

Change-6,850 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 6,175

Change-6,175 (-100%)

Value—

Daybright Advisory Services, Inc.

N/A

Shares— from 4,823

Change-4,823 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 4,139

Change-4,139 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 3,926

Change-3,926 (-100%)

Value—

Jaffetilchin Investment Partners, LLC

N/A

Shares— from 3,751

Change-3,751 (-100%)

Value—

Cresset Asset Management, LLC

N/A

Shares— from 3,700

Change-3,700 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 3,393

Change-3,393 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 2,150

Change-2,150 (-100%)

Value—

Glassman Wealth Services

N/A

Shares— from 1,478

Change-1,478 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 1,386

Change-1,386 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 500

Change-500 (-100%)

Value—

UBS Group AG

N/A

Shares— from 300

Change-300 (-100%)

Value—

Harborfront Financial Group LLC

N/A

Shares— from 190

Change-190 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 62

Change-62 (-100%)

Value—

Protective Life Corp

N/A

Shares— from 44

Change-44 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 8

Change-8 (-100%)

Value—

	Status
Heartwood Wealth Advisors LLC	DECREASED	400,908	419,956	-19,048	-5%	$26.4M	$23.5M	-$2.9M	2026-10-05
LPL Financial LLC	INCREASED	86,944	37,738	+49,206	+130%	$2.4M	$5.1M	+$2.7M	2026-11-06
Cassia Capital Partners, LLC	DECREASED	78,170	82,379	-4,209	-5%	$5.2M	$4.6M	-$592.3K	2026-11-04
Kraft, Davis & Associates, LLC	NEW	30,660	—	+30,660	—	—	$1.7M	—	2026-10-21
Simplicity Wealth,LLC	NEW	29,108	—	+29,108	—	—	$1.7M	—	2026-10-23
Commonwealth Equity Services, LLC	INCREASED	21,043	8,207	+12,836	+156%	$516.1K	$1.2M	+$719.0K	2026-11-02
Kestra Advisory Services, LLC	INCREASED	16,877	12,316	+4,561	+37%	$774.4K	$990.5K	+$216.1K	2026-11-02
Waldron Private Wealth LLC	UNCHANGED	13,425	13,425	0	0%	$844.2K	$787.9K	-$56.3K	2026-11-02
Nautilus Advisors LLC	INCREASED	11,941	10,028	+1,913	+19%	$595.5K	$700.8K	+$105.3K	2026-10-07
Wealth Enhancement Advisory Services, LLC	DECREASED	10,845	10,877	-32	0%	$645.9K	$645.9K	+$52	2026-10-13
Retirement Planning Co of New England, Inc.	DECREASED	5,779	5,797	-18	0%	$364.5K	$339.2K	-$25.4K	2026-10-15
Ashton Thomas Private Wealth, LLC	UNCHANGED	5,050	5,050	0	0%	$317.6K	$296.4K	-$21.2K	2026-11-03
Del-Sette Capital Management, LLC	DECREASED	4,849	35,805	-30,956	-86%	$2.3M	$284.6K	-$2.0M	2026-10-23
Summa Corp.	UNCHANGED	4,500	4,500	0	0%	$283.0K	$264.1K	-$18.9K	2026-10-30
Truist Financial Corp	DECREASED	3,602	3,770	-168	-4%	$237.1K	$211.4K	-$25.7K	2026-10-30
Fifth Third Bancorp	UNCHANGED	3,133	3,133	0	0%	$197.0K	$183.9K	-$13.1K	2026-11-05
Blue Bell Private Wealth Management, LLC	UNCHANGED	291	291	0	0%	$18.3K	$17.1K	-$1.2K	2026-10-29
TD Waterhouse Canada Inc.	UNCHANGED	174	174	0	0%	$10.7K	$10.3K	-$406	2026-10-16
Farther Finance Advisors, LLC	UNCHANGED	115	115	0	0%	$7.2K	$6.7K	-$482	2026-10-08
Allworth Financial LP	UNCHANGED	25	25	0	0%	$1.6K	$1.6K	$0	2026-11-06
Blue Trust, Inc.	NEW	8	—	+8	—	—	$444	—	2026-10-15
Goldman Sachs Group Inc	N/A	—	618,717	-618,717	-100%	$38.9M	—	—	—
Raymond James Financial Inc	N/A	—	276,967	-276,967	-100%	$17.4M	—	—	—
Black Swift Group, LLC	N/A	—	105,545	-105,545	-100%	$6.6M	—	—	—
Citadel Advisors LLC	N/A	—	24,397	-24,397	-100%	$1.5M	—	—	—
Composition Wealth, LLC	N/A	—	23,852	-23,852	-100%	$1.5M	—	—	—
Osaic Holdings, Inc.	N/A	—	20,804	-20,804	-100%	$1.3M	—	—	—
Delta Investment Management, LLC	N/A	—	17,771	-17,771	-100%	$1.1M	—	—	—
Envestnet Asset Management Inc	N/A	—	6,850	-6,850	-100%	$430.7K	—	—	—
Private Advisor Group, LLC	N/A	—	6,175	-6,175	-100%	$388.3K	—	—	—
Daybright Advisory Services, Inc.	N/A	—	4,823	-4,823	-100%	$259.9K	—	—	—
NewEdge Advisors, LLC	N/A	—	4,139	-4,139	-100%	$260.3K	—	—	—
Mercer Global Advisors Inc	N/A	—	3,926	-3,926	-100%	$246.9K	—	—	—
Jaffetilchin Investment Partners, LLC	N/A	—	3,751	-3,751	-100%	$235.9K	—	—	—
Cresset Asset Management, LLC	N/A	—	3,700	-3,700	-100%	$232.7K	—	—	—
Morgan Stanley	N/A	—	3,393	-3,393	-100%	$213.4K	—	—	—
Royal Bank of Canada	N/A	—	2,150	-2,150	-100%	$135.0K	—	—	—
Glassman Wealth Services	N/A	—	1,478	-1,478	-100%	$92.9K	—	—	—
Harbour Investments, Inc.	N/A	—	1,386	-1,386	-100%	$87.1K	—	—	—
Arax Advisory Partners	N/A	—	500	-500	-100%	$31.4K	—	—	—
UBS Group AG	N/A	—	300	-300	-100%	$18.9K	—	—	—
Harborfront Financial Group LLC	N/A	—	190	-190	-100%	$11.9K	—	—	—
Bank of Montreal	N/A	—	62	-62	-100%	$3.9K	—	—	—
Protective Life Corp	N/A	—	44	-44	-100%	$2.8K	—	—	—
BlackRock, Inc.	N/A	—	8	-8	-100%	$503	—	—	—

Showing 45 of 45 institutions