Skip to content

GEM GOLDMAN SACHS ETF TR

Follow

ACTIVEBETA EME (fund)

150 managers (151 13F filers) reported a position in GEM shares at 2025-03-31, 25,083,663 shares in all. 18 filers opened a position and 13 filers sold out during the quarter.

Managers
150
13F filers
151
New
18
Added
41
Reduced
62
Sold out
13
Shares held by filers
25,083,663

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
SigFig Wealth Management, LLC3,339,240$111M4.01%+47,58213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,277,827$109M0.03%+200,46813F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC2,727,982$90.5M0.02%+379,42313F-HR/ATimelineGroup
LPL Financial LLC1,810,975$60.1M0.02%+234,55713F-HRTimeline
HB Wealth Management, LLC1,780,214$59.1M0.5%new13F-HRTimeline
Betterment LLC1,760,768$58.4M0.14%+16,43413F-HRTimeline
Arvest Bank Trust Division1,219,422$40.5M2.56%-3,10013F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD1,091,863$36.2M0.09%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding910,097$30.2M+113,790Timeline
MORGAN STANLEYin group MORGAN STANLEY721,394$23.9M<0.01%+80,14213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/482,041$16M<0.01%-2,67113F-HRTimelineGroup
ARVEST INVESTMENTS, INC.457,630$15.2M2.39%+10,95613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC387,039$12.8M<0.01%-1,223,69713F-HRTimelineGroup
Apella Capital, LLC401,492$12.6M0.43%-128,72913F-HRTimeline
Cetera Investment Advisers345,842$11.5M0.02%+37,33713F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS322,578$10.7M0.44%-23,08813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA280,093$9.29M<0.01%-42,92813F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG247,778$8.22M<0.01%-11,99713F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC238,464$7.61M0.17%013F-HRTimelineGroup
Strategic Financial Services, Inc.216,057$7.17M0.42%-14,61313F-HRTimeline
SPINNAKER TRUST215,340$7.14M0.47%-27,57313F-HRTimeline
GFG Capital, LLC159,316$5.29M1.62%-19413F-HRTimeline
Destiny Wealth Partners, LLC158,634$5.26M0.84%+5,64713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC158,475$5.26M0.01%-3,02313F-HRTimeline
Pallas Capital Advisors LLC135,066$4.48M0.19%-4,52113F-HRTimeline
AMERICAN NATIONAL BANK & TRUST134,068$4.45M0.49%+16,14313F-HRTimeline
CoreCap Advisors, LLC128,858$4.28M0.19%+80113F-HRTimeline
Clearwater Capital Advisors, LLC128,215$4.25M0.41%-3,37113F-HRTimeline
Anchor Investment Management, LLC109,283$3.63M0.34%+5,77713F-HRTimeline
Gladstone Institutional Advisory LLC104,015$3.45M0.16%-15,79813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…102,515$3.4M0.01%+8,62113F-HRTimeline
CENTRAL TRUST Co100,210$3.32M0.08%+7,71313F-HRTimeline
Callan Capital, LLC99,619$3.31M0.24%-1,11413F-HRTimeline
1900 WEALTH MANAGEMENT LLC82,002$2.72M0.23%-50,03613F-HRTimeline
GeoWealth Management, LLC65,437$2.17M0.09%-15,52713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…58,501$1.94M<0.01%+29,17613F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC53,715$1.78M<0.01%-39313F-HRTimelineGroup
Clay Northam Wealth Management, LLC53,457$1.77M1.24%-1,48613F-HRTimeline
ATWOOD & PALMER INC48,067$1.59M0.11%-4,29313F-HRTimeline
Kelman-Lazarov, Inc.43,505$1.44M0.26%-6,10413F-HRTimeline
SHUFRO ROSE & CO LLC42,894$1.42M0.11%-10,01813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.40,669$1.35M<0.01%+11,27913F-HRTimelineGroup
Golden State Wealth Management, LLC37,645$1.25M0.19%-1,02313F-HR/ATimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…34,233$1.14M0.23%-4,46413F-HRTimelineGroup
&PARTNERS32,158$1.07M0.01%+19,71013F-HRTimeline
Atria Wealth Solutions, Inc.31,198$1.04M0.01%+5,81213F-HRTimeline
CW Advisors, LLC26,524$880K0.01%-4013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.25,454$845K<0.01%-4,89613F-HRTimelineGroup
Elmwood Wealth Management, Inc.25,233$837K0.34%-1,50013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp24,504$813K<0.01%-1,10213F-HRTimelineGroup
Edge Financial Advisors LLC22,366$742K0.47%-1,46713F-HRTimeline
EP Wealth Advisors, LLC22,121$734K0.01%-5,43213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP22,078$733K<0.01%+2,48913F-HRTimelineGroup
ALTFEST L J & CO INC20,703$687K0.09%-62313F-HRTimeline
NewEdge Advisors, LLC19,778$656K<0.01%+88313F-HRTimeline
WHITTIER TRUST CO19,288$640K0.01%-2,80613F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP17,974$596K<0.01%new13F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC17,743$589K0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC17,623$585K<0.01%-82413F-HRTimelineGroup
Prostatis Group LLC15,901$528K0.17%+4,25913F-HRTimeline
SageView Advisory Group, LLC15,836$525K0.02%-98713F-HRTimeline
LifePlan Investment Advisors, Inc.15,573$517K0.3%+7,97313F-HRTimeline
AlphaCore Capital LLC14,853$493K0.04%new13F-HRTimeline
Worth Financial Advisory Group, LLC14,299$474K0.3%-24013F-HRTimeline
Integrated Wealth Concepts LLC13,421$445K0.01%+1,50913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC12,717$422K<0.01%-127,27813F-HR/ATimelineGroup
Strategies Wealth Advisors, LLC11,997$398K0.05%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC11,968$397K<0.01%new13F-HRTimelineGroup
COMERICA BANK11,941$396K<0.01%+2,60213F-HRTimeline
Maia Wealth LLC12,225$392K0.09%-19713F-HRTimeline
Haverford Trust Co11,576$384K<0.01%-21713F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.11,551$383K0.16%+10213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC11,551$383K0.01%-85613F-HRTimelineGroup
Wealthspire Advisors, LLC11,454$380K<0.01%-2,44413F-HRTimeline
Orion Porfolio Solutions, LLC10,612$352K<0.01%+3,03813F-HRTimeline
Orion Portfolio Solutions, LLC10,612$352K<0.01%+3,03813F-HR/ATimeline
Cambridge Investment Research Advisors,…9,917$329K<0.01%-1,37313F-HRTimeline
IAG Wealth Partners, LLC9,908$329K0.05%+1,61013F-HRTimeline
HighTower Advisors, LLC9,205$305K<0.01%-65613F-HRTimeline
Hexagon Capital Partners LLC9,181$305K0.06%+15013F-HRTimeline
Glenview Trust Co9,020$299K0.01%-66813F-HR/ATimeline
Archford Capital Strategies, LLC8,986$298K0.04%-207,66013F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth8,797$292K<0.01%-12513F-HRTimelineGroup
Syntegra Private Wealth Group, LLC8,599$285K0.03%new13F-HRTimeline
Inscription Capital, LLC9,043$283K0.05%13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.8,493$282K0.02%new13F-HR/ATimelineGroup
Sanctuary Advisors, LLC8,297$275K<0.01%-80813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.7,971$264K<0.01%-5,47613F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC7,772$258K<0.01%-1,66213F-HRTimelineGroup
CogentBlue Wealth Advisors, LLC7,676$255K0.22%013F-HRTimeline
Wedmont Private Capital8,000$254K0.01%new13F-HRTimeline
D.A. DAVIDSON & CO.7,530$250K<0.01%-1,50013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,243$240K<0.01%-15,02513F-HRTimelineGroup
Greenspring Advisors, LLC6,641$220K0.05%013F-HRTimeline
Kathmere Capital Management, LLC6,472$215K0.02%013F-HRTimeline
Advisory Services Network, LLC6,128$203K<0.01%new13F-HRTimeline
U.S. Capital Wealth Advisors, LLC6,086$202K0.01%new13F-HRTimeline
Wilmington Savings Fund Society, FSB4,878$162K<0.01%+1,00013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,789$126K<0.01%+21813F-HR/ATimelineGroup
CENTAURUS FINANCIAL, INC.3,775$125K0.01%013F-HRTimeline
Qube Research & Technologies Ltd3,661$121K<0.01%+3,32013F-HRTimeline
Capital Advisors, Ltd. LLC2,519$84K0.01%013F-HRTimeline
FMR LLCin group FMR LLC2,097$69.6K<0.01%+27013F-HRTimelineGroup
PRIVATE TRUST CO NA1,658$55K0.01%+2513F-HRTimeline
TD Waterhouse Canada Inc.1,350$45K<0.01%-32513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,055$35K<0.01%+1,00613F-HRTimelineGroup
Allworth Financial LP974$32.3K<0.01%+16513F-HRTimeline
HARBOUR INVESTMENTS, INC.911$30.2K<0.01%-1,13013F-HRTimeline
MAI Capital Management700$23.2K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC683$22.7K<0.01%-1,76713F-HRTimeline
Steward Partners Investment Advisory, L…575$19.1K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC571$18.9K<0.01%+19113F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.557$18.5K<0.01%-67813F-HRTimelineGroup
Investors Research Corp523$17.4K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC497$16.5K<0.01%-1,20013F-HRTimeline
Kiker Wealth Management, LLC462$15.3K0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.455$15K<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC439$14.6K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…416$13.8K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC371$12K<0.01%+18513F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…359$11.9K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…348$11.5K<0.01%-15013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV331$11K<0.01%-4313F-HRTimeline
GPS Wealth Strategies Group, LLC309$10.3K<0.01%013F-HRTimeline
UMB Bank, n.a.285$9.46K<0.01%+25813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Quent Capital, LLC261$8.68K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC255$8.46K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.247$8.2K0.01%new13F-HR/ATimeline
2UniFi Bank216$7.05K<0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors208$6.9K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\203$6.74K<0.01%-9713F-HRTimelineGroup
Heritage Wealth Advisors200$6.64K<0.01%013F-HRTimeline
HFM Investment Advisors, LLC179$5.91K<0.01%13F-HRTimeline
AdvisorNet Financial, Inc143$4.75K<0.01%new13F-HRTimeline
Continuum Advisory, LLC124$4.11K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC109$3.66K<0.01%new13F-HRTimeline
Parallel Advisors, LLC99$3.29K<0.01%+2513F-HRTimeline
PrairieView Partners, LLC104$3K<0.01%013F-HRTimeline
Realta Investment Advisors88$2.9K<0.01%-8013F-HRTimeline
AE Wealth Management LLC83$2.75K<0.01%-813F-HRTimeline
Breakwater Investment Management75$2.49K<0.01%013F-HRTimeline
Cheviot Value Management, LLC65$2.24K<0.01%new13F-HRTimeline
Key Financial Inc41$1.36K<0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC29$962<0.01%013F-HRTimeline
WEST PACES ADVISORS INC.22$730<0.01%013F-HRTimeline
Larson Financial Group LLC17$564<0.01%new13F-HRTimeline
Frazier Financial Advisors, LLC10$347<0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.4$133<0.01%013F-HRTimeline
10Elms LLP1$33<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-1,97313F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.