Who Owns GLDMN SCH ACTVBETA US SML CAP (GSSC)? -- Institutional Holders (2026-06-30)

156 institutions reported holding $801.0M of GLDMN SCH ACTVBETA US SML CAP (GSSC) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($101.4M), Betterment LLC ($70.7M), BANK OF AMERICA CORP /DE/ ($51.6M), AMERICAN NATIONAL BANK & TRUST ($50.1M), FIRST FOUNDATION ADVISORS ($46.8M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$101.4M1.1MAdded
2Betterment LLC$70.7M774,716Added
3BANK OF AMERICA CORP /DE/$51.6M565,875Added
4AMERICAN NATIONAL BANK & TRUST$50.1M548,883Added
5FIRST FOUNDATION ADVISORS$46.8M512,488Trimmed
6ENVESTNET ASSET MANAGEMENT INC$34.3M375,842Trimmed
7FIRST AMERICAN TRUST, FSB$32.5M355,873Added
8MORGAN STANLEY$22.4M244,937Added
9Richard P Slaughter Associates Inc$22.2M242,768Trimmed
10Paul R. Ried Financial Group, LLC$17.5M191,659Added
11VERUS CAPITAL PARTNERS, LLC$16.6M181,978Added
12Financial Architects, LLC$16.2M177,580Added
13IFP Advisors, Inc$15.9M174,206Added
14High Probability Advisors, LLC$15.4M169,229Added
15Duncan Williams Asset Management, LLC$14.4M157,612Added
16Heck Capital Advisors, LLC$14.0M153,051Trimmed
17Evergreen Wealth Solutions, LLC$13.7M148,300Trimmed
18Orion Porfolio Solutions, LLC$12.0M130,953Trimmed
191900 WEALTH MANAGEMENT LLC$11.9M129,983Trimmed
20Cetera Investment Advisers$11.5M125,967Trimmed
21Great Lakes Retirement, Inc.$10.9M119,712Added
22COMMONWEALTH EQUITY SERVICES, LLC$10.8M118,791Trimmed
23PRINCIPAL SECURITIES, INC.$10.3M112,724Added
24OSAIC HOLDINGS, INC.$10.2M111,599Added
25Strategic Financial Services, Inc.$8.7M95,271Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30