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Disclosery

GPIX GOLDMAN SACHS ETF TR

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S&P 500 PREMIUM (fund)

78 managers (78 13F filers) reported a position in GPIX shares at 2024-12-31, 4,895,264 shares in all. 20 filers opened a position and 2 filers sold out during the quarter.

Managers
78
13F filers
78
New
20
Added
35
Reduced
8
Sold out
2
Shares held by filers
4,895,264

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
LPL Financial LLC797,168$39.4M0.02%+116,51513F-HRTimeline
Cornerstone Advisory, LLC691,834$35M3.97%+457,48013F-HRTimeline
HighTower Advisors, LLC468,103$23.1M0.03%+158,59713F-HRTimeline
Graney & King, LLC264,224$13.1M9.87%13F-HRTimeline
McCarthy & Cox263,994$13.1M4.53%+22,40713F-HRTimeline
Greater Midwest Financial Group, LLC234,356$11.6M7.34%-3,55013F-HRTimeline
Robertson Stephens Wealth Management, L…232,286$11.5M0.41%new13F-HRTimeline
Mason & Associates Inc192,033$9.5M2.23%new13F-HRTimeline
NewEdge Advisors, LLC157,773$7.8M0.05%+3,78513F-HRTimeline
JMAC ENTERPRISES LLC114,486$5.66M0.89%+12,56713F-HRTimeline
FOREFRONT WEALTH MANAGEMENT INC.88,874$4.39M4.05%13F-HRTimeline
Elmwood Wealth Management, Inc.75,673$3.74M1.51%+1,32013F-HRTimeline
Aurora Private Wealth, Inc.73,778$3.65M2.73%+12,07213F-HRTimeline
Mariner, LLCin group Mariner, LLC69,702$3.45M0.01%+15,83713F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …62,046$3.07M0.09%+41,19013F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.54,712$2.71M0.03%+17,04813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.53,715$2.66M0.01%+28,06013F-HR/ATimelineGroup
AVALON CAPITAL MANAGEMENT48,849$2.42M0.78%+2,20813F-HRTimeline
Boyce & Associates Wealth Consulting, I…46,208$2.28M2.31%new13F-HRTimeline
Semus Wealth Partners LLC46,112$2.28M1.51%+10,32213F-HRTimeline
DAVENPORT & Co LLC45,299$2.24M0.01%+7,58113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…43,303$2.14M<0.01%+37,60313F-HR/ATimeline
CAPTRUST FINANCIAL ADVISORS41,875$2.07M0.01%+2,38213F-HRTimeline
Private Wealth Partners, LLC41,754$2.06M0.16%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC39,519$1.95M<0.01%+15,07113F-HRTimeline
Delta Investment Management, LLC38,776$1.92M0.37%+31313F-HRTimeline
Good Life Advisors, LLC28,862$1.43M0.1%+9,74013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC27,592$1.36M0.03%013F-HRTimelineGroup
Castle Rock Wealth Management, LLC26,673$1.35M0.32%+8,41313F-HRTimeline
Private Advisor Group, LLC25,460$1.26M0.01%+4,42113F-HRTimeline
Fortress Wealth Management, Inc.24,162$1.19M0.58%+2,16013F-HRTimeline
Moors & Cabot, Inc.23,574$1.17M0.06%+14,22513F-HRTimeline
Canvas Wealth Advisors, LLC20,427$1.01M0.25%+6,27913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA19,888$984K<0.01%new13F-HRTimelineGroup
Whipplewood Advisors, LLC18,848$932K0.53%13F-HRTimeline
White Knight Strategic Wealth Advisors,…18,446$912K0.38%new13F-HRTimeline
SK Wealth Management, LLC18,341$907K0.46%+6,04713F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…17,425$862K0.43%new13F-HRTimelineGroup
Curi Capital, LLC16,919$837K0.02%-82813F-HRTimeline
M Holdings Securities, Inc.16,837$833K0.13%+6,07113F-HR/ATimeline
CAP Partners, LLC16,356$809K0.57%-2,04613F-HRTimeline
Clay Northam Wealth Management, LLC15,865$785K0.51%+10,41513F-HRTimeline
Chung Wu Investment Group, LLC15,840$783K0.79%13F-HRTimeline
Tyler-Stone Wealth Management15,788$781K0.14%new13F-HRTimeline
FRG Family Wealth Advisors LLC15,445$764K0.14%+2,67513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…15,108$747K<0.01%-33,23313F-HRTimelineGroup
MGO ONE SEVEN LLC14,968$740K0.03%-26513F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding14,606$722K+6,851Timeline
LexAurum Advisors, LLC13,847$685K0.14%new13F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC11,970$594K0.12%+82413F-HRTimeline
Visionary Wealth Advisors12,003$594K0.03%new13F-HRTimeline
Gladstone Institutional Advisory LLC9,523$471K0.02%new13F-HRTimeline
High Net Worth Advisory Group LLC9,500$470K0.13%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN9,463$468K<0.01%+9,46313F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC8,568$424K<0.01%-29,96113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC7,977$394K<0.01%new13F-HRTimelineGroup
Jupiter Wealth Management LLC7,974$394K0.2%new13F-HRTimeline
Nautilus Advisors LLC7,850$388K0.31%13F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC7,697$381K0.1%+52213F-HRTimeline
Hexagon Capital Partners LLC7,271$360K0.07%+82013F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC7,082$350K0.14%+83613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…7,070$349K0.01%new13F-HRTimelineGroup
Synergy Financial Group, LTD5,931$293K0.24%+113F-HRTimeline
Sanctuary Advisors, LLC5,781$292K<0.01%new13F-HRTimeline
Betterment LLC5,817$288K<0.01%-11813F-HRTimeline
Advisory Services Network, LLC5,820$288K0.01%-84013F-HRTimeline
Cornerstone Wealth Management, LLC5,598$277K0.02%new13F-HRTimeline
Princeton Global Asset Management LLC5,450$270K0.05%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC5,032$249K<0.01%new13F-HRTimelineGroup
Janney Montgomery Scott LLC4,058$201K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…3,909$193K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA3,234$160K0.02%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,375$117K<0.01%013F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC400$19.8K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
RICHARDS, MERRILL & PETERSON, INC.150$7.42K<0.01%13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY32$1.58K<0.01%013F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO0$46<0.01%new13F-HRTimelineGroupAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.