HoldingsChannel.com
Funds Holding ACWV
HolderAmountPosition Size
($ in 1000's)
 As of
BlackRock Inc.3,013,403$285,519 09/30/2019
     ACWV3,013,403$285,519 09/30/2019
Bank of America Corp DE2,924,631$277,109 09/30/2019
     ACWV2,924,631$277,109 09/30/2019
Aspiriant LLC2,038,547$193,155 09/30/2019
     ACWV2,038,547$193,155 09/30/2019
Sei Investments Co.1,812,395$171,788 09/30/2019
     ACWV1,812,395$171,788 09/30/2019
Prudential PLC1,791,780$169,771 09/30/2019
     ACWV1,791,780$169,771 09/30/2019
Bessemer Group Inc.1,266,949$120,043 09/30/2019
     ACWV1,266,949$120,043 09/30/2019
Morgan Stanley1,099,624$104,190 09/30/2019
     ACWV1,099,624$104,190 09/30/2019
Bank of Montreal Can842,702$79,846 09/30/2019
     ACWV842,702$79,846 09/30/2019
MD Financial Management Inc.795,064$75,332 09/30/2019
     ACWV795,064$75,332 09/30/2019
Lenox Wealth Advisors LLC794,138$75,245 09/30/2019
     ACWV794,138$75,245 09/30/2019
UBS Group AG620,636$58,805 09/30/2019
     ACWV620,636$58,805 09/30/2019
Ameriprise Financial Inc.606,919$57,509 09/30/2019
     ACWV606,919$57,509 09/30/2019
Mariner LLC602,193$57,058 09/30/2019
     ACWV602,193$57,058 09/30/2019
LPL Financial LLC539,055$51,075 09/30/2019
     ACWV539,055$51,075 09/30/2019
Financial Advisory Service Inc.510,389$48,359 09/30/2019
     ACWV510,389$48,359 09/30/2019
Wells Fargo & Company MN505,482$47,894 09/30/2019
     ACWV505,482$47,894 09/30/2019
Royal Bank of Canada498,107$47,197 09/30/2019
     ACWV498,107$47,197 09/30/2019
Ladenburg Thalmann Financial Services Inc.463,725$43,975 09/30/2019
     ACWV463,725$43,975 09/30/2019
Raymond James Financial Services Advisors Inc.376,284$35,653 09/30/2019
     ACWV376,284$35,653 09/30/2019
PFM Asset Management LLC $29,279 09/30/2019
     Call309,008$29,279 09/30/2019
Raymond James & Associates267,417$25,338 09/30/2019
     ACWV267,417$25,338 09/30/2019
BB&T Securities LLC251,677$23,850 09/30/2019
     ACWV251,677$23,850 09/30/2019
Alliancebernstein L.P.232,743$22,052 09/30/2019
     ACWV232,743$22,052 09/30/2019
NorthRock Partners LLC219,227$20,772 09/30/2019
     ACWV219,227$20,772 09/30/2019
Wintrust Investments LLC210,030$19,900 09/30/2019
     ACWV210,030$19,900 09/30/2019
Cetera Advisor Networks LLC205,023$19,429 09/30/2019
     ACWV205,023$19,429 09/30/2019
Schroder Investment Management Group202,424$19,154 09/30/2019
     ACWV202,424$19,154 09/30/2019
Commonwealth Equity Services LLC201,765$19,117 09/30/2019
     ACWV201,765$19,117 09/30/2019
Ackerman Capital Advisors LLC198,903$18,846 09/30/2019
     ACWV198,903$18,846 09/30/2019
Tolleson Wealth Management Inc.192,571$18,246 09/30/2019
     ACWV192,571$18,246 09/30/2019
Searcy Financial Services Inc. ADV151,801$14,383 09/30/2019
     ACWV151,801$14,383 09/30/2019
Arcus Capital Partners LLC150,975$14,305 09/30/2019
     ACWV150,975$14,305 09/30/2019
Envestnet Asset Management Inc.148,957$14,114 09/30/2019
     ACWV148,957$14,114 09/30/2019
Wilbanks Smith & Thomas Asset Management LLC145,580$13,794 09/30/2019
     ACWV145,580$13,794 09/30/2019
Trustcore Financial Services LLC141,899$13,445 09/30/2019
     ACWV141,899$13,445 09/30/2019
Northwestern Mutual Wealth Management Co.139,331$13,202 09/30/2019
     ACWV139,331$13,202 09/30/2019
High Falls Advisors Inc138,366$13,110 09/30/2019
     ACWV138,366$13,110 09/30/2019
Hamilton Wealth LLC121,982$11,558 09/30/2019
     ACWV121,982$11,558 09/30/2019
Barber Financial Group Inc.121,113$11,475 09/30/2019
     ACWV121,113$11,475 09/30/2019
Sigma Planning Corp110,680$10,487 09/30/2019
     ACWV110,680$10,487 09/30/2019
Janney Montgomery Scott LLC110,485$10,468 09/30/2019
     ACWV110,485$10,468 09/30/2019
Strategic Wealth Advisors Group LLC107,254$10,093 09/30/2019
     ACWV107,254$10,093 09/30/2019
Brown Advisory Inc.104,083$9,862 09/30/2019
     ACWV104,083$9,862 09/30/2019
Advisor Group Inc.103,513$9,816 09/30/2019
     ACWV103,513$9,816 09/30/2019
AE Wealth Management LLC98,323$9,316 09/30/2019
     ACWV98,323$9,316 09/30/2019
Sawtooth Solutions LLC97,723$9,259 09/30/2019
     ACWV97,723$9,259 09/30/2019
Iron Financial LLC92,872$8,800 09/30/2019
     ACWV92,872$8,800 09/30/2019
Cambridge Investment Research Advisors Inc.86,683$8,213 09/30/2019
     ACWV86,683$8,213 09/30/2019
Private Advisor Group LLC84,145$7,973 09/30/2019
     ACWV84,145$7,973 09/30/2019
Pictet Asset Management Ltd.83,490$7,911 09/30/2019
     ACWV83,490$7,911 09/30/2019
Glovista Investments LLC83,144$7,865 09/30/2019
     ACWV83,144$7,865 09/30/2019
United Capital Financial Advisers LLC78,222$7,412 09/30/2019
     ACWV78,222$7,412 09/30/2019
Well Done LLC75,260$7,131 09/30/2019
     ACWV75,260$7,131 09/30/2019
Stringer Asset Management LLC71,744$6,798 09/30/2019
     ACWV71,744$6,798 09/30/2019
First Midwest Bank Trust Division68,891$6,527 09/30/2019
     ACWV68,891$6,527 09/30/2019
Stephens Inc. AR68,568$6,497 09/30/2019
     ACWV68,568$6,497 09/30/2019
AdvisorNet Financial Inc68,332$6,474 09/30/2019
     ACWV68,332$6,474 09/30/2019
Rain Capital Management LLC67,034$6,351 09/30/2019
     ACWV67,034$6,351 09/30/2019
LVW Advisors LLC64,578$6,119 09/30/2019
     ACWV64,578$6,119 09/30/2019
Keystone Financial Group62,079$5,882 09/30/2019
     ACWV62,079$5,882 09/30/2019
Shine Investment Advisory Services Inc.54,077$5,124 09/30/2019
     ACWV54,077$5,124 09/30/2019
First Republic Investment Management Inc.51,387$4,869 09/30/2019
     ACWV51,387$4,869 09/30/2019
Stifel Financial Corp49,254$4,665 09/30/2019
     ACWV49,254$4,665 09/30/2019
AXA49,020$4,645 09/30/2019
     ACWV49,020$4,645 09/30/2019
Centaurus Financial Inc.48,547$4,600 09/30/2019
     ACWV48,547$4,600 09/30/2019
HighTower Advisors LLC47,620$4,517 09/30/2019
     ACWV47,620$4,517 09/30/2019
Scotia Capital Inc.45,064$4,270 09/30/2019
     ACWV45,064$4,270 09/30/2019
Tillar Wenstrup Advisors LLC41,724$3,953 09/30/2019
     ACWV41,724$3,953 09/30/2019
Summit Financial Wealth Advisors LLC39,569$3,747 09/30/2019
     ACWV39,569$3,747 09/30/2019
Oak Grove Capital LLC37,076$3,513 09/30/2019
     ACWV37,076$3,513 09/30/2019
MML Investors Services LLC35,980$3,409 09/30/2019
     ACWV35,980$3,409 09/30/2019
Graves Light Private Wealth Management Inc.33,348$3,190 09/30/2019
     ACWV33,348$3,190 09/30/2019
QS Investors LLC33,572$3,181 09/30/2019
     ACWV33,572$3,181 09/30/2019
Vestmark Advisory Solutions Inc.33,042$3,131 09/30/2019
     ACWV33,042$3,131 09/30/2019
Wealth Enhancement Advisory Services LLC31,512$2,984 09/30/2019
     ACWV31,512$2,984 09/30/2019
Calton & Associates Inc.26,931$2,552 09/30/2019
     ACWV26,931$2,552 09/30/2019
Level Four Advisory Services LLC24,942$2,363 09/30/2019
     ACWV24,942$2,363 09/30/2019
TMD & Associates Inc.25,632$2,361 06/30/2019
     ACWV25,632$2,361 06/30/2019
Mercer Global Advisors Inc. ADV24,140$2,287 09/30/2019
     ACWV24,140$2,287 09/30/2019
Usca Ria LLC24,105$2,284 09/30/2019
     ACWV24,105$2,284 09/30/2019
Dynamic Advisor Solutions LLC23,956$2,270 09/30/2019
     ACWV23,956$2,270 09/30/2019
Brookstone Capital Management23,949$2,269 09/30/2019
     ACWV23,949$2,269 09/30/2019
Advisory Services Network LLC24,485$2,256 09/30/2019
     ACWV24,485$2,256 09/30/2019
Wrapmanager Inc.23,522$2,229 09/30/2019
     ACWV23,522$2,229 09/30/2019
Flagship Harbor Advisors LLC22,712$2,152 09/30/2019
     ACWV22,712$2,152 09/30/2019
Cetera Advisors LLC21,649$2,050 09/30/2019
     ACWV21,649$2,050 09/30/2019
Crabel Capital Management LLC21,261$2,014 09/30/2019
     ACWV21,261$2,014 09/30/2019
PFG Advisors21,122$1,990 09/30/2019
     ACWV21,122$1,990 09/30/2019
Intellectus Partners LLC20,879$1,978 09/30/2019
     ACWV20,879$1,978 09/30/2019
HBW Advisory Services LLC18,176$1,705 09/30/2019
     ACWV18,176$1,705 09/30/2019
Atria Investments LLC17,900$1,696 09/30/2019
     ACWV17,900$1,696 09/30/2019
Ameritas Investment Corp17,863$1,693 09/30/2019
     ACWV17,863$1,693 09/30/2019
Vicus Capital17,644$1,672 09/30/2019
     ACWV17,644$1,672 09/30/2019
Foresight Wealth Management LLC17,514$1,659 09/30/2019
     ACWV17,514$1,659 09/30/2019
Baird Financial Group Inc.16,975$1,608 09/30/2019
     ACWV16,975$1,608 09/30/2019
Nottingham Advisors Inc.16,440$1,558 09/30/2019
     ACWV16,440$1,558 09/30/2019
Western Wealth Management LLC16,058$1,524 09/30/2019
     ACWV16,058$1,524 09/30/2019
IFP Advisors Inc14,826$1,404 09/30/2019
     ACWV14,826$1,404 09/30/2019
Pensionmark Financial Group LLC14,511$1,375 09/30/2019
     ACWV14,511$1,375 09/30/2019
B. Riley Wealth Management Inc.14,463$1,370 09/30/2019
     ACWV14,463$1,370 09/30/2019
Summit X LLC14,379$1,360 09/30/2019
     ACWV14,379$1,360 09/30/2019
Ausdal Financial Partners Inc.12,862$1,219 09/30/2019
     ACWV12,862$1,219 09/30/2019
US Bancorp DE12,787$1,211 09/30/2019
     ACWV12,787$1,211 09/30/2019
Capital Analysts LLC12,724$1,205 09/30/2019
     ACWV12,724$1,205 09/30/2019
RDA Financial Network12,362$1,184 09/30/2019
     ACWV12,362$1,184 09/30/2019
Cedar Brook Financial Partners LLC12,428$1,178 09/30/2019
     ACWV12,428$1,178 09/30/2019
Smart Money Group LLC12,356$1,171 09/30/2019
     ACWV12,356$1,171 09/30/2019
Suntrust Banks Inc.12,277$1,163 09/30/2019
     ACWV12,277$1,163 09/30/2019
Coastal Investment Advisors Inc.12,267$1,161 09/30/2019
     ACWV12,267$1,161 09/30/2019
JPMorgan Chase & Co.12,052$1,142 09/30/2019
     ACWV12,052$1,142 09/30/2019
Gyroscope Capital Management Group LLC11,428$1,073 09/30/2019
     ACWV11,428$1,073 09/30/2019
Pacific Center for Financial Services11,181$1,059 09/30/2019
     ACWV11,181$1,059 09/30/2019
CKW Financial Group10,959$1,031 09/30/2019
     ACWV10,959$1,031 09/30/2019
Strategic Financial Group LLC10,145$961 09/30/2019
     ACWV10,145$961 09/30/2019
Blair William & Co. IL10,034$951 09/30/2019
     ACWV10,034$951 09/30/2019
Glenmede Trust Co. NA9,831$931 09/30/2019
     ACWV9,831$931 09/30/2019
Van Hulzen Asset Management LLC9,284$880 09/30/2019
     ACWV9,284$880 09/30/2019
Lester Murray Antman dba SimplyRich9,217$872 09/30/2019
     ACWV9,217$872 09/30/2019
National Asset Management Inc.8,962$850 09/30/2019
     ACWV8,962$850 09/30/2019
PDS Planning Inc8,913$844 09/30/2019
     ACWV8,913$844 09/30/2019
PNC Financial Services Group Inc.8,585$813 09/30/2019
     ACWV8,585$813 09/30/2019
Keel Point LLC8,102$768 09/30/2019
     ACWV8,102$768 09/30/2019
Legacy Financial Advisors Inc.7,900$749 09/30/2019
     ACWV7,900$749 09/30/2019
Landaas & Co. WI ADV7,667$726 09/30/2019
     ACWV7,667$726 09/30/2019
Financial Advocates Investment Management7,386$700 09/30/2019
     ACWV7,386$700 09/30/2019
Stratos Wealth Partners LTD.7,287$690 09/30/2019
     ACWV7,287$690 09/30/2019
Prospera Financial Services Inc7,177$680 09/30/2019
     ACWV7,177$680 09/30/2019
Clearstead Advisors LLC6,830$647 09/30/2019
     ACWV6,830$647 09/30/2019
First Heartland Consultants Inc.6,587$624 09/30/2019
     ACWV6,587$624 09/30/2019
Mutual Advisors LLC6,361$603 09/30/2019
     ACWV6,361$603 09/30/2019
CIBC World Markets Inc.6,290$596 09/30/2019
     ACWV6,290$596 09/30/2019
Global Trust Asset Management LLC6,290$596 09/30/2019
     ACWV6,290$596 09/30/2019
Mandatum Life Insurance Co Ltd6,223$590 09/30/2019
     ACWV6,223$590 09/30/2019
Twin Focus Capital Partners LLC6,000$569 09/30/2019
     ACWV6,000$569 09/30/2019
FMR LLC5,903$559 09/30/2019
     ACWV5,903$559 09/30/2019
Sowell Financial Services LLC5,781$548 09/30/2019
     ACWV5,781$548 09/30/2019
Leicht Financial Planning & Wealth Management Inc.5,769$547 09/30/2019
     ACWV5,769$547 09/30/2019
Juncture Wealth Strategies LLC5,683$538 09/30/2019
     ACWV5,683$538 09/30/2019
Global Retirement Partners LLC5,471$518 09/30/2019
     ACWV5,471$518 09/30/2019
Whittier Trust Co. of Nevada Inc.5,220$494 09/30/2019
     ACWV5,220$494 09/30/2019
BOKF NA5,112$485 09/30/2019
     ACWV5,112$485 09/30/2019
Thoroughbred Financial Services LLC4,885$463 09/30/2019
     ACWV4,885$463 09/30/2019
Riversedge Advisors LLC4,965$461 09/30/2019
     ACWV4,965$461 09/30/2019
JMG Financial Group Ltd.4,819$457 09/30/2019
     ACWV4,819$457 09/30/2019
West Coast Financial LLC4,625$438 09/30/2019
     ACWV4,625$438 09/30/2019
Thompson Siegel & Walmsley LLC4,553$431 09/30/2019
     ACWV4,553$431 09/30/2019
Wealth & Pension Services Group Inc.4,539$430 09/30/2019
     ACWV4,539$430 09/30/2019
Comerica Bank4,446$423 09/30/2019
     ACWV4,446$423 09/30/2019
Argent Trust Co4,306$408 09/30/2019
     ACWV4,306$408 09/30/2019
Ballast Inc.4,248$402 09/30/2019
     ACWV4,248$402 09/30/2019
Patriot Investment Management Inc.4,250$401 09/30/2019
     ACWV4,250$401 09/30/2019
Capital Investment Advisory Services LLC4,217$400 09/30/2019
     ACWV4,217$400 09/30/2019
Cypress Wealth Services LLC4,068$385 09/30/2019
     ACWV4,068$385 09/30/2019
Susquehanna International Group LLP $360 09/30/2019
     Call3,800$360 09/30/2019
Wealthcare Advisory Partners LLC3,649$346 09/30/2019
     ACWV3,649$346 09/30/2019
V Wealth Advisors LLC3,630$344 09/30/2019
     ACWV3,630$344 09/30/2019
Financial Architects Inc3,359$318 09/30/2019
     ACWV3,359$318 09/30/2019
Citigroup Inc.3,297$312 09/30/2019
     ACWV3,297$312 09/30/2019
Belpointe Asset Management LLC3,344$308 06/30/2019
     ACWV3,344$308 06/30/2019
Tranquility Partners LLC3,226$306 09/30/2019
     ACWV3,226$306 09/30/2019
ICONIQ Capital LLC3,206$304 09/30/2019
     ACWV3,206$304 09/30/2019
Mascoma Wealth Management LLC3,095$293 09/30/2019
     ACWV3,095$293 09/30/2019
Northwest Wealth Management LLC3,085$292 09/30/2019
     ACWV3,085$292 09/30/2019
Wealthsource Partners LLC3,074$291 09/30/2019
     ACWV3,074$291 09/30/2019
American Financial Network Advisory Services LLC3,074$291 09/30/2019
     ACWV3,074$291 09/30/2019
Northern Trust Corp3,048$289 09/30/2019
     ACWV3,048$289 09/30/2019
Bank of New York Mellon Corp3,000$284 09/30/2019
     ACWV3,000$284 09/30/2019
BOK Financial Private Wealth Inc.2,859$271 09/30/2019
     ACWV2,859$271 09/30/2019
CLS Investments LLC2,818$267 09/30/2019
     ACWV2,818$267 09/30/2019
Cornerstone Wealth Management LLC2,783$264 09/30/2019
     ACWV2,783$264 09/30/2019
Parisi Gray Wealth Management2,711$257 09/30/2019
     ACWV2,711$257 09/30/2019
Insight Wealth Strategies LLC2,676$254 09/30/2019
     ACWV2,676$254 09/30/2019
MONECO Advisors LLC2,574$244 09/30/2019
     ACWV2,574$244 09/30/2019
WP Advisors LLC2,503$237 09/30/2019
     ACWV2,503$237 09/30/2019
Schmidt P J Investment Management Inc.2,462$233 09/30/2019
     ACWV2,462$233 09/30/2019
STA Wealth Management LLC2,462$233 09/30/2019
     ACWV2,462$233 09/30/2019
Independent Advisor Alliance2,368$226 09/30/2019
     ACWV2,368$226 09/30/2019
RFG Advisory LLC2,345$222 09/30/2019
     ACWV2,345$222 09/30/2019
Acorn Wealth Advisors LLC2,306$219 09/30/2019
     ACWV2,306$219 09/30/2019
D.A. Davidson & CO.2,243$213 09/30/2019
     ACWV2,243$213 09/30/2019
Jacobi Capital Management LLC2,148$204 09/30/2019
     ACWV2,148$204 09/30/2019
Berman Capital Advisors LLC2,150$203 09/30/2019
     ACWV2,150$203 09/30/2019
Integrated Wealth Concepts LLC2,130$202 09/30/2019
     ACWV2,130$202 09/30/2019
CWM LLC1,933$183 09/30/2019
     ACWV1,933$183 09/30/2019
1832 Asset Management L.P.1,671$159 09/30/2019
     ACWV1,671$159 09/30/2019
Guidant Wealth Advisors1,682$159 09/30/2019
     ACWV1,682$159 09/30/2019
Assetmark Inc.1,597$151 09/30/2019
     ACWV1,597$151 09/30/2019
Regal Wealth Group Inc.1,516$144 09/30/2019
     ACWV1,516$144 09/30/2019
Millburn Ridgefield Corp1,513$143 09/30/2019
     ACWV1,513$143 09/30/2019
Steward Partners Investment Advisory LLC1,425$135 09/30/2019
     ACWV1,425$135 09/30/2019
BerganKDV Wealth Management LLC1,399$133 09/30/2019
     ACWV1,399$133 09/30/2019
First Allied Advisory Services Inc.1,384$131 09/30/2019
     ACWV1,384$131 09/30/2019
Huntington National Bank1,368$130 09/30/2019
     ACWV1,368$130 09/30/2019
Evoke Wealth LLC1,372$130 09/30/2019
     ACWV1,372$130 09/30/2019
Quest Capital Management Inc. ADV785$74 09/30/2019
     ACWV785$74 09/30/2019
Valeo Financial Advisors LLC721$68 09/30/2019
     ACWV721$68 09/30/2019
TCI Wealth Advisors Inc.700$66 09/30/2019
     ACWV700$66 09/30/2019
Synovus Financial Corp498$47 09/30/2019
     ACWV498$47 09/30/2019
Parallel Advisors LLC400$38 09/30/2019
     ACWV400$38 09/30/2019
Edge Wealth Management LLC395$37 09/30/2019
     ACWV395$37 09/30/2019
Fieldpoint Private Securities LLC310$29 09/30/2019
     ACWV310$29 09/30/2019
Simplex Trading LLC298$28 09/30/2019
     ACWV298$28 09/30/2019
Benjamin F. Edwards & Company Inc.280$27 09/30/2019
     ACWV280$27 09/30/2019
Vista Private Wealth Partners. LLC289$27 09/30/2019
     ACWV289$27 09/30/2019
Parkside Financial Bank & Trust224$21 09/30/2019
     ACWV224$21 09/30/2019
Advisory Alpha LLC195$18 09/30/2019
     ACWV195$18 09/30/2019
Strategic Blueprint LLC177$17 09/30/2019
     ACWV177$17 09/30/2019
Patriot Financial Group Insurance Agency LLC167$16 09/30/2019
     ACWV167$16 09/30/2019
Proequities Inc.157$15 09/30/2019
     ACWV157$15 09/30/2019
Lee Financial Co163$15 09/30/2019
     ACWV163$15 09/30/2019
RPg Family Wealth Advisory LLC136$13 09/30/2019
     ACWV136$13 09/30/2019
Weaver Consulting Group120$11 09/30/2019
     ACWV120$11 09/30/2019
Liberty Wealth Management LLC106$10 09/30/2019
     ACWV106$10 09/30/2019
AlphaMark Advisors LLC100$9 09/30/2019
     ACWV100$9 09/30/2019
Deutsche Bank AG78$7 09/30/2019
     ACWV78$7 09/30/2019
Private Capital Group LLC50$5 09/30/2019
     ACWV50$5 09/30/2019
CX Institutional30$3 09/30/2019
     ACWV30$3 09/30/2019
Golden State Wealth Management LLC33$3 09/30/2019
     ACWV33$3 09/30/2019

See Summary: Institutional Holders of ACWV
See Details: Top 10 Hedge Funds Holding ACWV
Also See: ACWV Holdings Changes

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