GPIX institutional holders

Goldman Sachs S&P 500 Premium Income ETF · 371 reporting institutions · $2.7B reported value

Funds that can replace GPIX · GPIX return decomposition

Institutional holdings

Institutions reporting GPIX, largest first
InstitutionReported positionAdvisors at firmReport period
Lpl Financial LLC$337.6M23,4582026-06-30
Bank of America Corp /de$252.9M02026-06-30
Wells Fargo & Company/mn$132.3M02026-06-30
Requisite Capital Management LLC$127.5M62026-06-30
Hightower Advisors, LLC$122.1M1,0462026-06-30
Mission Wealth Management, LP$121.4M1382026-06-30
Cornerstone Advisory, LLC$95.3M102026-06-30
Capital Advisors Inc/ok$88.1M02026-06-30
Raymond James Financial Inc$87.8M02026-06-30
Sk Wealth Management, LLC$57.9M42026-06-30
Commonwealth Equity Services, LLC$54.1M2,8632026-06-30
Eaton Financial Holdings Company, LLC$51M02026-06-30
Modern Wealth Management, LLC$44.9M1612026-06-30
Ameriprise Financial Inc$42.5M02026-06-30
UBS Group AG$41.3M02026-06-30
Envestnet Pmc$39M602026-06-30
Cerity Partners LLC$35.2M7772026-06-30
Northwestern Mutual Wealth Management Co$30.5M02026-06-30
Royal Bank of Canada$30.4M02026-06-30
Fyra Capital Management$29.7M72025-09-30
Kintra Wealth, LLC$27.8M472026-06-30
Cetera Investment Advisers$24.2M10,3702026-06-30
Equitable Holdings, Inc.$23.7M02026-06-30
Osaic Holdings, Inc.$22.2M02026-06-30
Graney & King, LLC$22M42026-06-30
Wny Asset Management, LLC$21.7M292026-06-30
Childress Capital Advisors, LLC$19.9M42026-06-30
Hilton Capital Management, LLC$15.8M72026-06-30
Ellis Investment Partners, LLC$14.6M182026-06-30
Rockefeller Capital Management LP$14.1M3462026-06-30
Kestra Advisory Services, LLC$13.7M1,4792026-06-30
Mgo One Seven LLC$12.6M1182026-06-30
Goldman Sachs Group Inc$12.5M02026-06-30
Mason & Associates Inc$12.5M82026-06-30
Jmac Enterprises LLC$12.3M32026-06-30
Truist Financial Corp$12M02026-06-30
Wealth Enhancement Advisory Services, LLC$11.9M1,0262026-06-30
Wick Capital Partners, LLC$11.9M112026-06-30
Investors Portfolio Services LLC$10.6M32026-06-30
Markowski Investments$10.4M102026-06-30
Elevation Point Wealth Partners, LLC$10.1M562026-06-30
Vestmark Advisory Solutions, Inc.$10.1M82026-06-30
Stifel Financial Corp$9.5M02026-06-30
Navis Wealth Advisors LLC$9M72026-06-30
Mai Capital Management$8.4M3082026-06-30
Richmond Investment Services LLC$8.3M142026-06-30
Private Advisor Group, LLC$8.1M9272026-06-30
Steward Partners Investment Advisory, LLC$7.9M4812026-06-30
Delta Investment Management, LLC$7.5M262026-06-30
Elmwood Wealth Management, Inc.$7.3M42026-06-30
Bridgewealth Advisory Group, LLC$7.3M52026-06-30
Alphastar Capital Management, LLC$7M1572026-06-30
Arax Advisory Partners$6.9M2322026-06-30
Stratos Wealth Partners, Ltd.$6.7M3862026-06-30
Orion Porfolio Solutions, LLC$6.3M1992026-06-30
Cedarwood Wealth LLC$6.1M32026-06-30
Boyce & Associates Wealth Consulting, Inc.$6.1M82026-06-30
American Alpha Advisors, LLC$6.1M22026-06-30
Lifestyle Asset Management, Inc.$6M162026-06-30
Kennedy Investment Group$5.8M52026-06-30
Prota Financial$5.7M152026-06-30
Focused Alpha, LLC$5.6M62026-06-30
Choreo, LLC$5.6M1482026-06-30
MML Investors Services, LLC$5.5M5,1202026-06-30
United Capital Financial Advisors, LLC$5.3M1662026-06-30
Whalen Wealth Management Inc.$5.3M42026-06-30
Davenport & Co LLC$5.3M3392026-06-30
Retirement Planning Group, LLC$5.2M02026-06-30
Townsend Asset Management Corp /nc/ /adv$5.2M32026-06-30
Hub Investment Partners, LLC$5.1M1182026-06-30
Waverly Advisors, LLC$5.1M2312026-06-30
Wealthcare Advisory Partners LLC$5.1M1702026-06-30
Focused Wealth Management, Inc$5.1M112026-06-30
Semus Wealth Partners LLC$5M12026-06-30
Ep Wealth Advisors, LLC$5M3382026-06-30
J.W. Cole Advisors, Inc.$4.9M4992026-06-30
Captrust Financial Advisors$4.7M9622026-06-30
Northeast Financial Group, Inc.$4.7M12026-03-31
Strategic Blueprint, LLC$4.6M552026-06-30
Jones Financial Companies LLLP$4.5M02026-06-30
Lebenthal Global Advisors, LLC$4.4M252026-06-30
Cary Street Partners Financial LLC$4.4M02026-06-30
Frg Family Wealth Advisors LLC$4.3M02026-03-31
Kingsview Wealth Management, LLC$4.3M1152026-06-30
Cannon Advisors, Inc.$4.2M62026-06-30
Newedge Advisors$4.2M6012026-06-30
Private Wealth Partners, LLC$4.1M62026-06-30
Renaissance Technologies LLC$3.9M02026-06-30
Bank of New York Mellon Corp$3.9M02026-06-30
Benjamin Edwards Inc$3.9M02026-06-30
Prosperity Financial Group, Inc.$3.8M02026-06-30
Tandem Financial, LLC$3.8M62026-06-30
Invst, LLC$3.8M332026-06-30
Beacon Financial Advisory LLC$3.8M132026-06-30
Sagespring Wealth Partners$3.7M1262026-06-30
Gladstone Institutional Advisory LLC$3.6M1082026-06-30
American National Bank of Texas$3.6M02026-06-30
Castle Rock Wealth Management, LLC$3.6M72026-06-30
Jpmorgan Chase & Co$3.4M02026-06-30
Global Retirement Partners LLC$3.3M4912026-06-30
Burnham & Co LLC$3.3M22026-06-30
Founders Financial Securities LLC$3.3M1172026-06-30
Horizon Investments, LLC$3.2M272026-06-30
Mariner, LLC$3M02026-06-30
Western Wealth Management, LLC$3M1122026-06-30
Avalon Capital Management$2.9M32026-06-30
Potentia Wealth$2.9M92026-06-30
Perigon Wealth Management, LLC$2.8M922026-06-30
Compass Financial Management LLC$2.7M462026-06-30
High Net Worth Advisory Group LLC$2.6M62026-06-30
Star Financial Bank$2.6M02026-06-30
3edge Asset Management, LP$2.5M152026-06-30
U.S. Capital Wealth Advisors, LLC$2.5M02026-03-31
Smart Wealth LLC$2.5M192026-06-30
Sunbelt Securities, Inc.$2.4M632026-03-31
Riverfront Investment Group, LLC$2.4M302026-06-30
Patten & Patten Inc/tn$2.3M02026-06-30
Concentrum Wealth Management$2.2M52026-06-30
Hexagon Capital Partners LLC$2.2M52026-06-30
Forefront Wealth Management Inc.$2.2M02025-12-31
Investment Counsel Co of Nevada$2.2M72026-06-30
Aurdan Capital Management, LLC$2.2M32026-06-30
Henderson Brothers Financial Partners, LLC$2.2M182026-06-30
Berger Financial Group, Inc$2.1M512026-06-30
Sanctuary Advisors, LLC$2.1M4012026-06-30
Financial Management Network Inc$2.1M212026-06-30
Cap Partners, LLC$2.1M72026-06-30
Fortress Wealth Management, Inc.$2.1M02025-09-30
Trufp$2M42026-06-30
Clay Northam Wealth Management$1.9M22026-06-30
Meridian Wealth Management, LLC$1.8M582026-06-30
Frederick Financial Consultants, LLC$1.8M02026-06-30
Stephens Inc /ar$1.7M2432026-06-30
&partners$1.6M5552026-06-30
Concurrent Investment Advisors, LLC$1.6M3492026-06-30
Meridian Financial Partners LLC$1.6M52026-06-30
Legacy Capital Wealth Partners, LLC$1.6M172026-06-30
Joseph P. Lucia & Associates, LLC$1.5M32026-06-30
Tbh Global Asset Management, LLC$1.5M132026-06-30
Apollon Wealth Management, LLC$1.5M1512026-06-30
Ascension Capital Advisors, Inc.$1.4M92026-06-30
Mayfair Advisory Group, LLC$1.4M42026-06-30
Morgan Stanley$1.4M23,1852026-06-30
Summit Financial, LLC$1.4M2292026-06-30
Winnacle Wealth, LLC$1.4M62026-06-30
Ameritas Advisory Services, LLC$1.4M5502026-06-30
Nfsg Corp$1.4M752026-06-30
Southern Financial Group, LLC$1.4M42026-06-30
Moors & Cabot, Inc.$1.4M822026-06-30
Openarc Corporate Advisory, LLC$1.3M1232026-06-30
Eldridge Investment Advisors Inc$1.3M82026-06-30
Duncan Williams Asset Management, LLC$1.3M152026-06-30
Meadowbrook Wealth Management, LLC$1.3M22026-06-30
Old Mission Capital LLC$1.2M02026-06-30
Howard Financial Services, Ltd.$1.2M152026-06-30
Madrid Wealth Management, LLC$1.2M42026-06-30
Nautilus Advisors LLC$1.2M32026-06-30
Advisory Services Network$1.2M2532026-06-30
Farther Finance Advisors, LLC$1.1M3342026-06-30
Herold Advisors, Inc.$1.1M132026-06-30
Bayshore Capital Advisors, LLC$1.1M02026-06-30
Cornerstone Wealth Management, LLC$1.1M02026-06-30
Penney Financial, LLC$1.1M42026-06-30
Occidental Asset Management, LLC$1.1M122026-06-30
Tenet Wealth Partners, LLC$1.1M32026-06-30
Great Valley Advisor Group, LLC$1.1M2052026-06-30
Balboa Wealth Partners, Inc.$1.1M262026-06-30
Gkv Capital Management Co Inc$1.1M42026-06-30
Gilliland Jeter Wealth Management, LLC$1.1M32026-06-30
Johnson Investment Counsel Inc$1.1M652026-06-30
Ae Wealth Management LLC$995.3K4712026-06-30
Dynamic$980.1K752026-06-30
Urs Advisory$971.3K42026-06-30
Envestnet Portfolio Solutions, Inc.$954.6K32026-06-30
Autumn Glory Partners, LLC$907.7K12026-06-30
Quantinno Capital Management LP$904.2K02026-06-30
Tortuga Wealth Management$882.9K42026-06-30
Avidian Wealth Enterprises, LLC$874.8K432026-06-30
Nations Financial Group Inc, /ia/ /adv$854.4K02026-06-30
Beacon Pointe Advisors, LLC$854.1K4662026-06-30
Princeton Global Asset Management LLC$839.8K172026-06-30
Walter & Keenan Wealth Management LLC /in/ /adv$832.9K62026-06-30
Prime Capital Financial$832.5K2652026-06-30
Bull Harbor Capital Llc.$825.4K272026-06-30
Kingswood Wealth Advisors, LLC$817.1K1232026-06-30
Next Level Private LLC$805K142026-06-30
Channel Wealth, LLC$779.4K92026-06-30
Stratos Investment Management, LLC$767.9K72026-06-30
Stillwater Wealth Management Group$765.1K32026-03-31
Thompson David Blair$760.3K02026-06-30
Cascade Investment Group, Inc.$754.2K42026-06-30
Trustbank$748.9K02026-06-30
Curi Capital, LLC$748.8K942026-06-30
Guided Capital Wealth Management, LLC$726.4K42026-06-30
Lexaurum Advisors, LLC$725.9K352026-06-30
Insight Wealth Strategies, LLC$725.2K92026-06-30
Mutual Advisors, LLC$720.4K1532026-06-30
Iht Wealth Management LLC$700.7K1592026-06-30
Pasadena Private Wealth, LLC$678K02026-06-30
Thurston, Springer, Miller, Herd & Titak, Inc.$673.7K02026-06-30
Pfg Investments, LLC$671K02026-06-30
Stratos Wealth Advisors, LLC$670.7K712026-06-30
Cfo4life Group, LLC$654.2K02026-06-30
Vise Technologies, Inc.$648.5K02026-06-30
Pmg Family Office, LLC$647.3K22026-06-30
Canvas Wealth Advisors, LLC$643.8K92026-06-30
Whipplewood Advisors, LLC$627.6K52026-06-30
Integrated Wealth Concepts LLC$623.8K4802026-06-30
Encompass More Asset Management$613.8K862026-06-30
Nwf Advisory Services Inc.$612.3K1062026-06-30
Lighthouse Financial Services Inc /adv$609.4K02026-06-30
Salem Investment Counselors Inc$604.3K132026-06-30
Core Wealth Advisors, Inc.$594.5K112026-06-30
Harbor Investment Advisory, LLC$589.9K312026-06-30
Parsons Capital Management Inc/ri$579.4K142026-06-30
B. Riley Wealth Advisors, Inc.$571.2K1702026-06-30
Latitude Advisors, LLC$558.9K662026-06-30
Abel Hall, LLC$555.7K72026-06-30
Monument Capital Management$546.7K92026-06-30
Collective Family Office, LLC$545.6K42026-06-30
White Knight Strategic Wealth Advisors, LLC$531.4K32026-06-30
Scotia Capital Inc.$519.3K02026-06-30
Beese Fulmer Investment Management, Inc.$512.9K72026-06-30
Willis Johnson & Associates, Inc.$500.3K312026-06-30
Mountain Capital Investment Advisors Inc$494.9K162026-06-30
Axxcess Wealth Management, LLC$493.6K382026-06-30
Dakota Wealth Management$490.1K02026-06-30
Quad-Cities Investment Group, LLC$484.5K72026-06-30
Brown Wealth Management, LLC$482.5K62026-06-30
Comprehensive Money Management Services LLC$476.8K02026-06-30
Westbourne Investments, Inc.$463.2K52026-06-30
Collier Financial, Inc$449.6K12026-06-30
Herbst Group, LLC$445.1K22026-06-30
Wiregrass Asset Management$444.2K12026-06-30
Garden State Investment Advisory Services LLC$441.7K332026-06-30
Sheets Smith Wealth Management$439.3K102026-06-30
Fortress Private Ledger, LLC$434.2K192026-06-30
Waterloo Capital, LP$431.8K572026-06-30
Visionary Wealth Advisors$428.9K462026-06-30
Seacrest Wealth Management, LLC$426.9K352026-06-30
Moseley Investment Management Inc$426.3K42026-03-31
Sigma Planning Corp$420.5K4742026-06-30
Fifth Third Bancorp$420.2K02026-06-30
Jacobi Capital Management LLC$416.1K322026-06-30
Pennsylvania Capital Management Inc /adv$414.9K52026-06-30
Soundwatch Capital, LLC$411.7K22026-06-30
Independent Financial Group, LLC$411.4K4812026-06-30
Grant Private Wealth Management$399.8K62026-06-30
Private Trust Co NA$397.8K02026-06-30
McCarthy & Cox$395.9K82025-12-31

The 250 largest of 371 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30