8 institutions reported holding $103.5M of GOLDMAN SACHS TR II (GSIMX) in SEC 13F filings for 2026-03-31. Largest institutional holders: Fulton Bank, N.A. ($89.3M), CONNORS INVESTOR SERVICES INC ($12.0M), Ethos Financial Group, LLC ($1.1M), L & S Advisors Inc ($1.0M), Westside Investment Management, Inc. ($115,654). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Fulton Bank, N.A. | $89.3M | 3.8M | Trimmed |
| 2 | CONNORS INVESTOR SERVICES INC | $12.0M | 511,646 | Added |
| 3 | Ethos Financial Group, LLC | $1.1M | 45,247 | New |
| 4 | L & S Advisors Inc | $1.0M | 42,999 | Trimmed |
| 5 | Westside Investment Management, Inc. | $115,654 | 4,888 | Added |
| 6 | Financial Gravity Asset Management, Inc. | $10,080 | 428 | Trimmed |
| 7 | Garton & Associates Financial Advisors LLC | $0 | 0 | Exited |
| 8 | Kohmann Bosshard Financial Services, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31