Mega
CITADEL ADVISORS LLC
GMUB
1
$650,613
100.00%
12,648
—
New
Shares
2026-09-02
This filing is a combination report: the position is filed across the managers below.
Large
Betterment LLC
GMUB
$47,778,413
7343.60%
937,751
—
Sold Out
Shares
2026-05-14
Mid
Composition Wealth, LLC
GMUB
$36,559,580
5619.25%
717,558
—
Sold Out
Shares
2026-04-08
Small
Heartwood Wealth Advisors LLC
GMUB
$22,540,534
3464.51%
442,405
—
Sold Out
Shares
2026-04-07
Large
STIFEL FINANCIAL CORP
GMUB
1
$17,010,217
2614.49%
333,861
—
Sold Out
Shares
2026-05-12
This filing is a combination report: the position is filed across the managers below.
Small
GoalVest Advisory LLC
GMUB
$15,658,973
2406.80%
307,340
—
Sold Out
Shares
2026-04-13
Mega
ENVESTNET ASSET MANAGEMENT INC
GMUB
$13,481,420
2072.11%
264,601
—
Sold Out
Shares
2026-05-04
Mid
UNITED CAPITAL FINANCIAL ADVISORS, LLC
GMUB
1
$13,479,841
2071.87%
264,570
—
Sold Out
Shares
2026-05-15
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
United Capital Financial Partners, LLC
264,570
$13,479,841
100.0%
Defined
Small
Asio Capital, LLC
GMUB
$9,051,980
1391.30%
177,664
—
Sold Out
Shares
2026-04-15
Large
Mariner, LLC
GMUB
1
$8,321,103
1278.96%
163,319
—
Sold Out
Shares
2026-05-13
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
Mariner Independent Advisor Network, LLC
163,319
$8,321,103
100.0%
Other
Small
Pinion Investment Advisors, LLC
GMUB
$7,246,822
1113.85%
142,234
—
Sold Out
Shares
2026-04-24
Small
Capital Advisors Wealth Management, LLC
GMUB
$6,251,717
960.90%
122,703
—
Sold Out
Shares
2026-04-08
Small
Retirement Planning Group, LLC
Pension
GMUB
$6,224,714
956.75%
122,173
—
Sold Out
Shares
2026-05-04
Micro
GENTRY PRIVATE WEALTH, LLC
GMUB
$5,301,551
814.85%
104,054
—
Sold Out
Shares
2026-05-05
Mid
MIRAE ASSET SECURITIES (USA) INC.
Broker-Dealer
GMUB
$5,095,000
783.11%
100,000
—
Sold Out
Shares
2026-04-29
Mega
GOLDMAN SACHS GROUP INC
GMUB
2
$4,610,057
708.57%
90,482
—
Sold Out
Shares
2026-05-15
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
GOLDMAN SACHS & CO. LLC
85,885
$4,375,840
94.9%
Defined
GOLDMAN SACHS WEALTH SERVICES, L.P.
4,597
$234,217
5.1%
Defined
Mega
JPMORGAN CHASE & CO
GMUB
2
$4,359,485
670.06%
85,564
—
Sold Out
Shares
2026-05-13
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
J.P. Morgan Securities LLC
577
$29,398
0.7%
Defined
55I, LLC
84,987
$4,330,087
99.3%
Other
Small
FLOW TRADERS U.S. LLC
GMUB
$4,273,584
656.85%
83,878
—
Sold Out
Shares
2026-05-15
Mega
JANE STREET GROUP, LLC
GMUB
1
$4,175,556
641.79%
81,954
—
Sold Out
Shares
2026-05-12
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
Jane Street Capital, LLC
81,954
$4,175,556
100.0%
Defined
Mid
Sowell Financial Services LLC
GMUB
$3,588,968
551.63%
70,441
—
Sold Out
Shares
2026-04-20
Small
Berger Financial Group, Inc
GMUB
$3,466,739
532.84%
68,042
—
Sold Out
Shares
2026-04-28
Mid
Farther Finance Advisors, LLC
GMUB
$3,371,871
518.26%
66,180
—
Sold Out
Shares
2026-04-07
Small
Redhawk Wealth Advisors, Inc.
GMUB
$1,757,112
270.07%
34,487
—
Sold Out
Shares
2026-04-15
Small
FIRST AMERICAN TRUST, FSB
GMUB
$1,641,200
252.25%
32,212
—
Sold Out
Shares
2026-05-12
Mega
LPL Financial LLC
GMUB
$1,540,829
236.83%
30,242
—
Sold Out
Shares
2026-05-06
Large
&PARTNERS
GMUB
$1,161,609
178.54%
22,799
—
Sold Out
Shares
2026-05-15
Mid
Perigon Wealth Management, LLC
GMUB
$937,938
144.16%
18,409
—
Sold Out
Shares
2026-04-10
Micro
Johnson Bixby & Associates, LLC
GMUB
$849,183
130.52%
16,667
—
Sold Out
Shares
2026-04-16
Micro
GGM Financial LLC
GMUB
$809,748
124.46%
15,893
—
Sold Out
Shares
2026-05-12
Small
WealthPlan Investment Management, LLC
GMUB
$736,329
113.17%
14,452
—
Sold Out
Shares
2026-04-29
Small
Landmark Wealth Management, LLC
GMUB
$726,139
111.61%
14,252
—
Sold Out
Shares
2026-04-29
Mid
Equitable Holdings, Inc.
GMUB
1
$717,783
110.32%
14,088
—
Sold Out
Shares
2026-05-15
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
EQUITABLE ADVISORS, LLC
14,088
$717,783
100.0%
Defined
Micro
COLTON GROOME FINANCIAL ADVISORS, LLC
GMUB
$601,464
92.45%
11,805
—
Sold Out
Shares
2026-04-30
Mid
World Investment Advisors
GMUB
$595,503
91.53%
11,688
—
Sold Out
Shares
2026-04-27
Small
Miller Capital Partners, Inc.
GMUB
$574,206
88.26%
11,270
—
Sold Out
Shares
2026-05-14
Large
Sanctuary Advisors, LLC
GMUB
$570,843
87.74%
11,204
—
Sold Out
Shares
2026-05-05
Small
Weaver Consulting Group
GMUB
$534,975
82.23%
10,500
—
Sold Out
Shares
2026-05-15
Large
FIFTH THIRD BANCORP
Bank
GMUB
1
$520,759
80.04%
10,221
—
Sold Out
Shares
2026-05-01
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
Fifth Third Bank, National Association
10,221
$520,759
100.0%
Defined
Large
AE Wealth Management LLC
GMUB
1
$396,034
60.87%
7,773
—
Sold Out
Shares
2026-05-13
This filing is a combination report: the position is filed across the managers below.
Small
WNY Asset Management, LLC
GMUB
$342,995
52.72%
6,732
—
Sold Out
Shares
2026-05-22
Mid
MGO ONE SEVEN LLC
GMUB
$277,881
42.71%
5,454
—
Sold Out
Shares
2026-05-14
Small
Magnus Financial Group LLC
GMUB
$234,522
36.05%
4,603
—
Sold Out
Shares
2026-04-10
Small
Ducere Wealth Management LLC
GMUB
$204,309
31.40%
4,010
—
Sold Out
Shares
2026-05-11
Small
Gateway Wealth Partners, LLC
GMUB
$200,743
30.85%
3,940
—
Sold Out
Shares
2026-05-15
Mid
IFP Advisors, Inc
GMUB
$138,634
21.31%
2,721
—
Sold Out
Shares
2026-04-13
Small
Rosenberg Matthew Hamilton
GMUB
$90,130
13.85%
1,769
—
Sold Out
Shares
2026-04-07
Large
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
GMUB
$3,413
0.52%
67
—
Sold Out
Shares
2026-05-07
Large
JONES FINANCIAL COMPANIES LLLP
GMUB
1
$2,904
0.45%
57
—
Sold Out
Shares
2026-05-15
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
Edward D. Jones & Co., L.P.
57
$2,904
100.0%
Sole
Micro
MASECO LLP
GMUB
$2,190
0.34%
43
—
Sold Out
Shares
2026-04-21
Small
SOA Wealth Advisors, LLC.
GMUB
$1,987
0.31%
39
—
Sold Out
Shares
2026-05-20
Large
Rockefeller Capital Management L.P.
GMUB
1
$1,987
0.31%
39
—
Sold Out
Shares
2026-05-14
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
ROCKEFELLER FINANCIAL LLC
39
$1,987
100.0%
Defined
Mega
UBS Group AG
GMUB
1
$662
0.10%
13
—
Sold Out
Shares
2026-05-05
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
UBS Securities LLC
13
$662
100.0%
Defined
Micro
HFM Investment Advisors, LLC
GMUB
$50
0.01%
1
—
Sold Out
Shares
2026-05-01
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