Goldman Sachs Equal Weight U.S. Large Cap Equity ETF

GSEW • BATS

Goldman Sachs Equal Weight U.S. Large Cap Equity ETF is an exchange-traded fund on BATS. As of Q3 2025, 148 institutional investors hold shares in this ETF, with total holdings valued at $944.0M. Integrated Wealth Concepts LLC is the largest holder with a position valued at $115.4M.

Overview

Overview of institutional ownership in GSEW as of Q3 2025

All Institutions

Institutions: 148
Value Held: $944.0M
Shares Held: 11.1M
Avg Position: $6.4M
Median Position: $1.0M

Hedge Funds

Hedge Funds: 1
Value Held: $531.4K
Shares Held: 6.2K
Avg Position: $531.4K
Median Position: $531.4K

Biggest Investors

Institutions with the largest positions in GSEW as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
Integrated Wealth Concepts LLC RIA/Wealth	Paul Anton Saganey Founder	$115.4M 1.04% of portfolio	1.4M shares	Q4 2023 Held for 1y 11m	$11.1B
M MEMBERS Trust Co Institution	-	$90.7M 2.98% of portfolio	1.1M shares	Q3 2025 Held for 2 months	$3.0B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$61.6M 0.00% of portfolio	724.0K shares	Q1 2018 Held for 7y 8m	$1.65T
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$56.1M 0.00% of portfolio	659.4K shares	Q3 2017 Held for 8y 2m	$1.33T
Aptus Capital Advisors, LLC ETF Provider	Brett Mathew Wickmann CCO	$47.9M 0.44% of portfolio	563.3K shares	Q1 2023 Held for 2y 8m	$10.8B
CKW FINANCIAL GROUP RIA/Wealth	Lynne Renee Kinney CIO	$41.2M 4.53% of portfolio	485.0K shares	Q3 2020 Held for 5y 2m	$911.5M
G Great Lakes Retirement, Inc. Institution	-	$34.9M 3.82% of portfolio	410.4K shares	Q4 2022 Held for 2y 11m	$913.2M
RAYMOND JAMES FINANCIAL INC RIA/Wealth	Steven Robert Marcus CEO	$32.2M 0.01% of portfolio	378.6K shares	Q4 2024 Held for 11 months	$310.43B
R Resources Investment Advisors, Inc. Pension/Endowment	Vincent Lee Morris President	$27.3M 0.28% of portfolio	321.5K shares	Q1 2018 Held for 7y 8m	$9.6B
GUARDIAN WEALTH ADVISORS, LLC / NC RIA/Wealth	Thibault Basquin Member	$25.8M 1.72% of portfolio	303.5K shares	Q4 2023 Held for 1y 11m	$1.5B

Net Capital Flow

Institutional buying and selling activity for GSEW in Q3 2025

Traded: +$35.1M
Buyers: 83
Sellers: 53
Total Bought: +$175.4M
Total Sold: −$140.4M
Avg Position: $5.8M

Biggest Buyers

Institution	Net Bought	Current Position
M MEMBERS Trust Co Institution	+$90.7M +1.1M shares	$90.7M 1.1M shares
Envestnet Portfolio Solutions, Inc. Long Only Manager	+$9.3M +108.8K shares	$9.3M 108.8K shares
M MTC Wealth Management LLC Long Only Manager	+$9.1M +107.4K shares	$9.1M 107.4K shares
L LPL Financial LLC Institution	+$8.7M +102.2K shares	$25.6M 300.6K shares
Integrated Wealth Concepts LLC RIA/Wealth	+$8.0M +94.5K shares	$115.4M 1.4M shares
WELLS FARGO & COMPANY/MN Institution	+$6.9M +81.4K shares	$25.5M 300.4K shares
BANK OF AMERICA CORP /DE/ Institution	+$5.7M +66.7K shares	$56.1M 659.4K shares
Perigon Wealth Management, LLC RIA/Wealth	+$3.3M +38.7K shares	$7.0M 82.7K shares
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth	+$3.2M +37.6K shares	$7.5M 87.9K shares
IFP Advisors, Inc RIA/Wealth	+$3.0M +35.5K shares	$16.7M 196.5K shares

Biggest Sellers

Institution	Net Sold	Current Position
E Endurance Services Ltd Institution	−$92.8M −1.1M shares	Sold Off 0 shares
B Black Swift Group, LLC RIA/Wealth	−$10.9M −133.3K shares	Sold Off 0 shares
AMERIPRISE FINANCIAL INC Institution	−$6.9M −81.4K shares	$18.3M 215.3K shares
Visionary Wealth Advisors RIA/Wealth	−$5.0M −60.7K shares	Sold Off 0 shares
Q Q3 Asset Management Long Only Manager	−$2.7M −32.8K shares	Sold Off 0 shares
V Virtu Financial LLC Institution	−$2.6M −31.8K shares	Sold Off 0 shares
T Tower Research Capital LLC Institution	−$2.1M −26.1K shares	Sold Off 0 shares
S Secure Asset Management, LLC RIA/Wealth	−$1.7M −21.0K shares	Sold Off 0 shares
Consolidated Portfolio Review Corp RIA/Wealth	−$1.5M −17.1K shares	$7.6M 88.8K shares
R Resources Investment Advisors, Inc. Pension/Endowment	−$1.4M −16.6K shares	$27.3M 321.5K shares

Entry and Exit Activity

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

New Positions: 17
New Value: $113.8M
Exited Positions: 14
Exited Value: $119.5M

New Positions

Institution	Position Value
M MEMBERS Trust Co Institution	$90.7M 1.1M shares
Envestnet Portfolio Solutions, Inc. Long Only Manager	$9.3M 108.8K shares
M MTC Wealth Management LLC Long Only Manager	$9.1M 107.4K shares
C CARY STREET PARTNERS FINANCIAL LLC Institution	$1.1M 12.6K shares
Brand Asset Management Group, Inc. RIA/Wealth	$782.2K 9.2K shares
Strategic Wealth Partners, Ltd. RIA/Wealth	$737.1K 8.7K shares
SRS Capital Advisors, Inc. RIA/Wealth	$517.1K 4.9K shares
S Security National Bank Institution	$499.5K 5.9K shares
PNC FINANCIAL SERVICES GROUP, INC. Institution	$414.2K 4.9K shares
Mendel Money Management RIA/Wealth	$303.3K 3.6K shares

Exited Positions

Institution	Previous Position
E Endurance Services Ltd Institution	$92.8M 1.1M shares
B Black Swift Group, LLC RIA/Wealth	$10.9M 133.3K shares
Visionary Wealth Advisors RIA/Wealth	$5.0M 60.7K shares
Q Q3 Asset Management Long Only Manager	$2.7M 32.8K shares
V Virtu Financial LLC Institution	$2.6M 31.8K shares
T Tower Research Capital LLC Institution	$2.1M 26.1K shares
S Secure Asset Management, LLC RIA/Wealth	$1.7M 21.0K shares
Jackson Creek Investment Advisors LLC Long Only Manager	$692.5K 8.5K shares
Kestra Advisory Services, LLC RIA/Wealth	$460.7K 5.7K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$308.9K 3.8K shares

Options Activity

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

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

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

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
CKW FINANCIAL GROUP RIA/Wealth	Lynne Renee Kinney CIO	4.53% $41.2M	485.0K shares	Q3 2020 Held for 5y 2m	$911.5M
M MTC Wealth Management LLC Long Only Manager	Kenneth Eric Lako CEO	4.25% $9.1M	107.4K shares	Q3 2025 Held for 2 months	$214.7M
G Great Lakes Retirement, Inc. Institution	-	3.82% $34.9M	410.4K shares	Q4 2022 Held for 2y 11m	$913.2M
Wilkins Miller Wealth Management, LLC RIA/Wealth	Greg Alan Bowen CCO	3.11% $5.0M	59.0K shares	Q4 2024 Held for 11 months	$161.5M
M MEMBERS Trust Co Institution	-	2.98% $90.7M	1.1M shares	Q3 2025 Held for 2 months	$3.0B
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC RIA/Wealth	Thomas Joseph Scalici CEO	1.91% $10.9M	128.6K shares	Q4 2021 Held for 3y 11m	$572.0M
GUARDIAN WEALTH ADVISORS, LLC / NC RIA/Wealth	Thibault Basquin Member	1.72% $25.8M	303.5K shares	Q4 2023 Held for 1y 11m	$1.5B
Sierra Capital LLC Family Office	Rafael Jose Delasierra Managing Partner	1.69% $7.6M	88.9K shares	Q1 2022 Held for 3y 8m	$447.6M
Vantage Financial Partners, LLC RIA/Wealth	William Matthew Mccormick CEO	1.30% $6.1M	71.7K shares	Q2 2025 Held for 5 months	$468.9M
QUEST INVESTMENT MANAGEMENT INC/OR RIA/Wealth	Cameron Mitchell Johnson CEO	1.25% $10.4M	122.8K shares	Q2 2025 Held for 5 months	$838.0M

Hedge Fund Spotlight

Discover hedge funds investing in GSEW

AQR CAPITAL MANAGEMENT LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerDavid Gary Kabiller

Portfolio Value: $156.17B
Positions: 3,453
Last Reported: Q3 2025

Sector Allocation

Position in Goldman Sachs Equal Weight U.S. Large Cap Equity ETF

Market Value: $531.4K
Shares Held: 6.2K
Portfolio Weight: 0.00%
Owned Since: 2025-Q2

Top Holding	Sector	Market Value	Weight
1 Nvidia NVDA	Semiconductors Technology	$4.1B	2.62%
2 Microsoft MSFT	Software - Infrastructure Technology	$3.2B	2.05%
3 Apple AAPL	Consumer Electronics Technology	$2.8B	1.76%