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Root Financial Partners’s Goldman Sachs ActiveBeta US Large Cap Equity ETF GSLC Stock Holding History

Root Financial Partners’s Portfolio GSLC Stock Details GSLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$133K Buy
1,062
+417
+65% +$54.7K 0.01% 452
2025
Q4 		$85.4K Buy
645
+29
+5% +$3.8K ﹤0.01% 524
2025
Q3 		$80.3K Buy
+616
New +$77.5K ﹤0.01% 512

Other funds holding GSLC

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Root Financial Partners's GSLC Position: Q1 2026 in Review

Root Financial Partners increased its Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) stake by 65% in Q1 2026, buying an estimated $54.7K and bringing the position to 1,062 shares worth $133K. The position accounts for 0.01% of the portfolio, ranked #452.

Root Financial Partners first reported a position in GSLC in Q3 2025 and has held it in 3 quarters since. 596 funds tracked by Wall St. Rank hold GSLC as of Q1 2026.

  • Root Financial Partners held 1,062 shares of Goldman Sachs ActiveBeta US Large Cap Equity ETF worth $133K as of Q1 2026.
  • Root Financial Partners bought 417 Goldman Sachs ActiveBeta US Large Cap Equity ETF shares in Q1 2026, an estimated $54.7K.
  • Goldman Sachs ActiveBeta US Large Cap Equity ETF made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #452 holding.
  • Root Financial Partners first reported a position in Goldman Sachs ActiveBeta US Large Cap Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • 596 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta US Large Cap Equity ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.