GOLDMAN SACHS ACCESS US AGG GCOR
$40.97
+0.1% 52w: $39.21 – $41.63
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data39.2140.4241.63
Jun 20, 2025 Jul 2, 2026
Institutional holders
73
+10 QoQ
13F value
$875.8M
+15.2% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns GCOR?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 6.7M | $277.7M | 0.1% | +1.6% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 4.3M | $178.0M | 0.0% | +25.3% |
| PRINCIPAL SECURITIES, INC. | Wealth advisor | 1.4M | $59.7M | 0.9% | +9.7% |
| MORGAN STANLEY | Bank broker | 1.2M | $50.9M | 0.0% | +13.9% |
| GOLDMAN SACHS GROUP INC | Bank broker | 1.2M | $47.6M | 0.0% | +4.6% |
| Betterment LLC | Wealth advisor | 1.1M | $43.6M | 0.1% | +3.1% |
| Envestnet Portfolio Solutions, Inc. | Wealth advisor | 1.0M | $42.2M | 0.2% | +32.0% |
| Cetera Investment Advisers | Wealth advisor | 895.1K | $37.0M | 0.0% | +8.8% |
| Keebeck Wealth Management | Wealth advisor | 488.8K | $20.2M | 2.3% | +170.7% |
| JANE STREET GROUP, LLC | Market maker | 403.4K | $16.7M | 0.0% | New |
| XML Financial, LLC | Wealth advisor | 372.9K | $15.4M | 1.2% | New |
| Sowell Financial Services LLC | Wealth advisor | 267.6K | $11.1M | 0.4% | +20.4% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 161.8K | $6.7M | 0.0% | +3.2% |
| NewEdge Advisors, LLC | Diversified mechanical | 124.2K | $5.1M | 0.0% | +69.7% |
| Corient Private Wealth LLC | Diversified mechanical | 121.6K | $5.0M | 0.0% | -59.1% |
| Bank of New York Mellon Corp | Diversified mechanical | 116.7K | $4.8M | 0.0% | +9.0% |
| CITADEL ADVISORS LLC | Multistrat pod | 110.3K | $4.6M | 0.0% | New |
| LifePlan Investment Advisors, Inc. | Wealth advisor | 108.6K | $4.5M | 1.8% | +12.3% |
| David Kennon Inc | Wealth advisor | 94.0K | $3.9M | 1.4% | +1.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 88.8K | $3.7M | 0.0% | -0.1% |
| ELEVATION POINT WEALTH PARTNERS, LLC | Other | 80.3K | $3.3M | 0.1% | +29.8% |
| CoreCap Advisors, LLC | Wealth advisor | 73.6K | $3.0M | 0.1% | +23.2% |
| Vestmark Advisory Solutions, Inc. | Wealth advisor | 69.6K | $2.9M | 0.0% | +0.5% |
| Castle Rock Wealth Management, LLC | Other | 58.6K | $2.4M | 0.5% | +6.9% |
| PRIVATE TRUST CO NA | Diversified mechanical | 51.0K | $2.1M | 0.2% | -3.4% |
| Robertson Stephens Wealth Management, LLC | Wealth advisor | 44.4K | $1.8M | 0.1% | -7.4% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 40.5K | $1.7M | 0.0% | +11.6% |
| Orion Porfolio Solutions, LLC | Wealth advisor | 37.4K | $1.5M | 0.0% | -3.4% |
| Patriot Financial Group Insurance Agency, LLC | Wealth advisor | 35.3K | $1.5M | 0.1% | +100.0% |
| Integrated Wealth Concepts LLC | Wealth advisor | 33.8K | $1.4M | 0.0% | +3.6% |
| Sanctuary Advisors, LLC | Wealth advisor | 32.7K | $1.4M | 0.0% | +33.0% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 31.0K | $1.3M | 0.0% | +10.3% |
| Perigon Wealth Management, LLC | Wealth advisor | 26.7K | $1.1M | 0.0% | -5.4% |
| Beacon Financial Advisory LLC | Wealth advisor | 25.9K | $1.1M | 0.2% | +34.7% |
| Ausdal Financial Partners, Inc. | Wealth advisor | 25.6K | $1.1M | 0.0% | +16.5% |
| Legacy Advisors, LLC | Wealth advisor | 23.1K | $956K | 0.1% | +1.0% |
| Transamerica Financial Advisors, LLC | Wealth advisor | 18.9K | $781K | 0.1% | +72.1% |
| Maia Wealth LLC | Wealth advisor | 17.6K | $725K | 0.1% | -3.7% |
| INTEGRITY ALLIANCE, LLC. | Wealth advisor | 15.5K | $640K | 0.0% | +0.6% |
| Regal Investment Advisors LLC | Wealth advisor | 15.4K | $637K | 0.0% | +1.8% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 13.3K | $552K | 0.0% | -14.9% |
| Syntegra Private Wealth Group, LLC | Wealth advisor | 13.2K | $544K | 0.1% | +18.4% |
| Private Advisor Group, LLC | Wealth advisor | 12.8K | $530K | 0.0% | -15.1% |
| Perennial Investment Advisors, LLC | Wealth advisor | 10.6K | $439K | 0.0% | +0.3% |
| HRT FINANCIAL LP | Diversified mechanical | 10.5K | $435K | 0.0% | New |
| CENTAURUS FINANCIAL, INC. | Wealth advisor | 9.6K | $398K | 0.0% | Held |
| World Investment Advisors | Wealth advisor | 8.3K | $341K | 0.0% | New |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 8.1K | $335K | 0.0% | +43.2% |
| FLOW TRADERS U.S. LLC | Market maker | 7.6K | $316K | 0.0% | New |
| Kestra Advisory Services, LLC | Wealth advisor | 6.9K | $286K | 0.0% | +96.9% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.