Goldman Sachs S&P 500 Core Premium Income

GPIX • NASDAQ

Goldman Sachs S&P 500 Core Premium Income is an exchange-traded fund on NASDAQ. As of Q3 2025, 196 institutional investors hold shares in this ETF, with total holdings valued at $1.1B. LPL Financial LLC is the largest holder with a position valued at $148.2M.

Overview

Overview of institutional ownership in GPIX as of Q3 2025

All Institutions

Institutions: 196
Value Held: $1.1B
Shares Held: 20.3M
Avg Position: $5.4M
Median Position: $812.7K

Hedge Funds

Hedge Funds: 1
Value Held: $2.1M
Shares Held: 39.8K
Avg Position: $2.1M
Median Position: $2.1M

Biggest Investors

Institutions with the largest positions in GPIX as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
L LPL Financial LLC Institution	-	$148.2M 0.04% of portfolio	2.8M shares	Q2 2024 Held for 1y 5m	$340.07B
Requisite Capital Management, LLC RIA/Wealth	Bryn Basiardanes Talkington Managing Partner	$106.8M 17.94% of portfolio	2.0M shares	Q2 2025 Held for 5 months	$595.2M
HighTower Advisors, LLC RIA/Wealth	Robert David Oros CEO	$92.2M 0.11% of portfolio	1.8M shares	Q1 2024 Held for 1y 8m	$87.7B
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$85.0M 0.01% of portfolio	1.6M shares	Q2 2025 Held for 5 months	$1.33T
Cornerstone Advisory, LLP RIA/Wealth	Christopher Kendall Abts President	$59.6M 5.89% of portfolio	1.1M shares	Q1 2024 Held for 1y 8m	$1.0B
Eaton Financial Holdings Company, LLC RIA/Wealth	Douglas Jay Eaton Managing Partner	$43.9M 12.37% of portfolio	840.1K shares	Q1 2025 Held for 8 months	$354.9M
A Americana Partners, LLC RIA/Wealth	Jason Lawrence Fertitta CEO	$38.2M 1.15% of portfolio	732.1K shares	Q2 2025 Held for 5 months	$3.3B
P Pineridge Advisors LLC Institution	-	$29.7M 8.49% of portfolio	568.2K shares	Q3 2025 Held for 2 months	$349.3M
SK Wealth Management, LLC RIA/Wealth	Jason Eric Archambault CEO	$24.0M 9.16% of portfolio	460.0K shares	Q3 2024 Held for 1y 2m	$262.2M
McCarthy & Cox RIA/Wealth	James B Cox CEO	$21.2M 8.65% of portfolio	405.0K shares	Q1 2024 Held for 1y 8m	$244.5M

Net Capital Flow

Institutional buying and selling activity for GPIX in Q3 2025

Net Flow: +$302.6M
Buyers: 105
Sellers: 29
Total Bought: +$333.1M
Total Sold: −$30.5M
Avg Position: $6.8M

Biggest Buyers

Institution	Net Bought	Current Position
L LPL Financial LLC Institution	+$57.0M +1.1M shares	$148.2M 2.8M shares
BANK OF AMERICA CORP /DE/ Institution	+$44.8M +858.0K shares	$85.0M 1.6M shares
A Americana Partners, LLC RIA/Wealth	+$38.0M +726.8K shares	$38.2M 732.1K shares
Requisite Capital Management, LLC RIA/Wealth	+$35.9M +687.9K shares	$106.8M 2.0M shares
Eaton Financial Holdings Company, LLC RIA/Wealth	+$17.7M +338.8K shares	$43.9M 840.1K shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	+$12.4M +236.7K shares	$14.0M 268.3K shares
SK Wealth Management, LLC RIA/Wealth	+$9.6M +183.5K shares	$24.0M 460.0K shares
Northeast Financial Group, Inc. RIA/Wealth	+$9.0M +171.8K shares	$15.0M 286.4K shares
CHILDRESS CAPITAL ADVISORS, LLC RIA/Wealth	+$8.9M +170.1K shares	$13.7M 263.2K shares
Cornerstone Advisory, LLP RIA/Wealth	+$8.8M +168.4K shares	$59.6M 1.1M shares

Biggest Sellers

Institution	Net Sold	Current Position
Bank of New York Mellon Corp Institution	−$13.6M −273.6K shares	Sold Off 0 shares
B&D White Capital Company, LLC RIA/Wealth	−$8.6M −172.3K shares	Sold Off 0 shares
M Holdings Securities, Inc. RIA/Wealth	−$2.0M −40.3K shares	Sold Off 0 shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$1.5M −28.4K shares	$5.5M 106.0K shares
C Chung Wu Investment Group, LLC Institution	−$1.3M −25.5K shares	Sold Off 0 shares
Graney & King, LLC RIA/Wealth	−$781.1K −15.0K shares	$17.0M 325.5K shares
S STIFEL FINANCIAL CORP Long Only Manager	−$739.1K −14.2K shares	$2.1M 40.8K shares
Fort Point Capital Partners, LLC Fund of Funds	−$394.1K −7.9K shares	Sold Off 0 shares
Global Retirement Partners, LLC RIA/Wealth	−$284.1K −5.4K shares	$4.1M 78.1K shares
Q Quadrature Capital Ltd Institution	−$214.2K −4.3K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited GPIX in Q3 2025

New Positions: 61
New Value: $82.1M
Exited Positions: 9
Exited Value: $26.5M

New Positions

Institution	Position Value
P Pineridge Advisors LLC Institution	$29.7M 568.2K shares
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution	$14.4M 276.3K shares
UBS Group AG Institution	$7.2M 138.2K shares
Focused Wealth Management, Inc RIA/Wealth	$4.2M 80.3K shares
WNY Asset Management, LLC RIA/Wealth	$2.0M 39.1K shares
3EDGE Asset Management, LP Long Only Manager	$2.0M 38.9K shares
POTENTIA WEALTH RIA/Wealth	$1.6M 30.0K shares
Frederick Financial Consultants, LLC RIA/Wealth	$1.6M 29.9K shares
Summit Financial, LLC RIA/Wealth	$1.5M 28.9K shares
Eldridge Investment Advisors, Inc. RIA/Wealth	$1.4M 27.2K shares

Exited Positions

Institution	Previous Position
Bank of New York Mellon Corp Institution	$13.6M 273.6K shares
B&D White Capital Company, LLC RIA/Wealth	$8.6M 172.3K shares
M Holdings Securities, Inc. RIA/Wealth	$2.0M 40.3K shares
C Chung Wu Investment Group, LLC Institution	$1.3M 25.5K shares
Fort Point Capital Partners, LLC Fund of Funds	$394.1K 7.9K shares
Q Quadrature Capital Ltd Institution	$214.2K 4.3K shares
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors RIA/Wealth	$204.7K 4.1K shares
T THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. Private Equity	$151.5K 3.0K shares
J JONES FINANCIAL COMPANIES LLLP Institution	$9.9K 200.0 shares

Options Activity

Institutions with the largest Call and Put options positions in GPIX as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 1
Put Value: $757.3K

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$757.3K 145.0 contracts

Most Committed Institutions

Institutions with GPIX as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Requisite Capital Management, LLC RIA/Wealth	Bryn Basiardanes Talkington Managing Partner	17.94% $106.8M	2.0M shares	Q2 2025 Held for 5 months	$595.2M
Eaton Financial Holdings Company, LLC RIA/Wealth	Douglas Jay Eaton Managing Partner	12.37% $43.9M	840.1K shares	Q1 2025 Held for 8 months	$354.9M
Graney & King, LLC RIA/Wealth	Timothy Patrick Graney Partner	11.77% $17.0M	325.5K shares	Q4 2024 Held for 11 months	$144.5M
SK Wealth Management, LLC RIA/Wealth	Jason Eric Archambault CEO	9.16% $24.0M	460.0K shares	Q3 2024 Held for 1y 2m	$262.2M
McCarthy & Cox RIA/Wealth	James B Cox CEO	8.65% $21.2M	405.0K shares	Q1 2024 Held for 1y 8m	$244.5M
P Pineridge Advisors LLC Institution	-	8.49% $29.7M	568.2K shares	Q3 2025 Held for 2 months	$349.3M
Cornerstone Advisory, LLP RIA/Wealth	Christopher Kendall Abts President	5.89% $59.6M	1.1M shares	Q1 2024 Held for 1y 8m	$1.0B
BKA Wealth Consulting, Inc. RIA/Wealth	Eric Charles Boyce Managing Partner	4.95% $6.0M	115.1K shares	Q4 2024 Held for 11 months	$121.3M
American Alpha Advisors, LLC RIA/Wealth	Mark Douglas Leimberger CEO	3.93% $5.4M	102.9K shares	Q2 2025 Held for 5 months	$136.8M
Northeast Financial Group, Inc. RIA/Wealth	Josh Robert Laychock President	3.72% $15.0M	286.4K shares	Q1 2025 Held for 8 months	$401.6M

Hedge Fund Spotlight

Discover hedge funds investing in GPIX

CITADEL ADVISORS LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerKenneth Cordele Griffin

Portfolio Value: $122.08B
Positions: 5,531
Last Reported: Q3 2025

Sector Allocation

Position in Goldman Sachs S&P 500 Core Premium Income

Market Value: $2.1M
Shares Held: 39.8K
Portfolio Weight: 0.00%
Owned Since: 2025-Q2

Top Holding	Sector	Market Value	Weight
1 Microsoft MSFT	Software - Infrastructure Technology	$2.1B	1.68%
2 Nvidia NVDA	Semiconductors Technology	$1.8B	1.50%
3 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$1.4B	1.18%