Stock ownership · SEC 13F · Q4 2025

GOLDMAN SACHS ETF TR

Institutional ownership of GOLDMAN SACHS ETF TR (CUSIP 381430529) - who holds it, how concentrated it is, and what moved last quarter.

$67.4M
Reported value
3
Institutions
100%
Top-5 share

The verdict

3 institutions report $67.4M of GOLDMAN SACHS ETF TR positions as of Q4 2025, with ownership heavily concentrated in a handful of holders.

3
institutions hold it
$67.4M
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 381430529 · Q4 2025 $67M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-LIGHT · BOOK-FULL

  • VALUE-TRACE $67.4M
  • HOLDERS-FOCUS 3 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-LIGHT 2 new
  • BOOK-FULL 8Q history

Read with: Ownership concentration guide - GOLDMAN SACHS ETF TR's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Largest institutional holders of GOLDMAN SACHS ETF TR
  1. 1
    Bell Investment Advisors, Inc $63.3M
  2. 2
    TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC $3.1M
  3. 3
    THRYVE WEALTH MANAGEMENT LLC $1.0M

Top 3 reported holders by value · Q4 2025

Institutional ownership over time

The number of institutions reporting a GOLDMAN SACHS ETF TR position has risen from 1 to 3 over the last 8 quarters of 13F filings.

012345 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 3
Distinct 13F filers holding GOLDMAN SACHS ETF TR, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 Bell Investment Advisors, Inc 632,985 $63.3M 93.9%
2 TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 30,831 $3.1M 4.6%
3 THRYVE WEALTH MANAGEMENT LLC 10,412 $1.0M 1.5%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among GOLDMAN SACHS ETF TR's reported holders for Q4 2025, by reported value:

Sole discretion (SOLE)
100.0%

Latest Quarter Activity · Q4 2025

New positions (2)

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC $3.1M
THRYVE WEALTH MANAGEMENT LLC $1.0M

Complete exits (2)

JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) exited
CENTAURUS FINANCIAL, INC. exited

Frequently Asked Questions

How many institutions hold GOLDMAN SACHS ETF TR?▼
GOLDMAN SACHS ETF TR is held by 3 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
What is the total institutional value of GOLDMAN SACHS ETF TR?▼
Institutions report $67.4M of GOLDMAN SACHS ETF TR as of Q4 2025.
How concentrated is ownership of GOLDMAN SACHS ETF TR?▼
The top five institutional holders account for 100% of the reported institutional value in GOLDMAN SACHS ETF TR, making ownership heavily concentrated in a handful of holders.
Who is the largest institutional holder of GOLDMAN SACHS ETF TR?▼
Bell Investment Advisors, Inc is the largest reported holder of GOLDMAN SACHS ETF TR with $63.3M across 632,985 shares as of Q4 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.