Goldman Sachs Trust II - GSIMX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FULTON BANK, N.A. | History | Reduced | 3,575,823 | 84,139 | 2.57% | 3.15% | 1 | -216,381 | -5.71% | Q2 2026 | Jul 09, 2026 |
| CONNORS INVESTOR SERVICES INC | History | Added to | 551,671 | 12,980 | 1.12% | 1.11% | 2 | +40,025 | 7.82% | Q2 2026 | Aug 14, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 44,789 | 1,081 | 0.07% | 0.08% | 3 | -458 | -1.01% | Q2 2026 | Aug 07, 2026 |
| L & S Advisors Inc | History | No change | 42,999 | 1,011 | 0.1% | 0.13% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealthspire Advisors, LLC | History | New | 28,205 | 663 | 0.0% | — | 5 | +28,205 | New | Q2 2026 | Aug 11, 2026 |
| Westside Investment Management, Inc. | History | No change | 4,888 | 115 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Point Nemo Capital, LLC | History | New | 1,236 | 29 | 0.01% | — | 7 | +1,236 | New | Q2 2026 | Aug 07, 2026 |
| Financial Gravity Companies, Inc. | History | New | 428 | 10 | 0.0% | — | 9 | +428 | New | Q2 2026 | Aug 05, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 428 | 10 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Oakworth Capital, Inc. | History | New | 37 | 0 | — | — | — | +37 | New | Q2 2026 | Jul 22, 2026 |