On this page, we present all of the funds holding AWF from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding AWF, with a link to that fund's top holdings. The next columns indicate the amount of AWF stock held by each of the funds holding AWF, followed by the AWF position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 120 funds holding AWF within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by McGowan Group Asset Management Inc.. For more details on the positions held by McGowan Group Asset Management Inc. (or by any of the other funds holding AWF), click the fund name in the "Holder" column of the funds-holding-AWF table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
McGowan Group Asset Management Inc. | 4,696,438 | $47,528 | 12/31/2023 |
AWF | 4,696,438 | $47,528 | 12/31/2023 |
Morgan Stanley | 3,624,792 | $36,683 | 12/31/2023 |
AWF | 3,624,792 | $36,683 | 12/31/2023 |
Bank of America Corp DE | 1,364,430 | $13,808 | 12/31/2023 |
AWF | 1,364,430 | $13,808 | 12/31/2023 |
Royal Bank of Canada | 1,046,277 | $10,588 | 12/31/2023 |
AWF | 1,046,277 | $10,588 | 12/31/2023 |
Invesco Ltd. | 1,005,992 | $10,181 | 12/31/2023 |
AWF | 1,005,992 | $10,181 | 12/31/2023 |
LPL Financial LLC | 872,031 | $8,825 | 12/31/2023 |
AWF | 872,031 | $8,825 | 12/31/2023 |
Wells Fargo & Company MN | 601,050 | $6,083 | 12/31/2023 |
AWF | 601,050 | $6,083 | 12/31/2023 |
Penserra Capital Management LLC | 553,507 | $5,601 | 12/31/2023 |
AWF | 553,507 | $5,601 | 12/31/2023 |
Sowa Financial Group Inc. | 500,191 | $5,062 | 03/31/2024 |
AWF | 500,191 | $5,062 | 03/31/2024 |
Thrivent Financial for Lutherans | 299,008 | $3,025 | 12/31/2023 |
AWF | 299,008 | $3,025 | 12/31/2023 |
Uncommon Cents Investing LLC | 283,140 | $3,007 | 03/31/2024 |
AWF | 283,140 | $3,007 | 03/31/2024 |
Kennedy Investment Group | 276,810 | $2,801 | 12/31/2023 |
AWF | 276,810 | $2,801 | 12/31/2023 |
Cohen & Steers Inc. | 229,302 | $2,321 | 12/31/2023 |
AWF | 229,302 | $2,321 | 12/31/2023 |
Fiera Capital Corp | 189,779 | $1,921 | 12/31/2023 |
AWF | 189,779 | $1,921 | 12/31/2023 |
Guggenheim Capital LLC | 186,413 | $1,886 | 12/31/2023 |
AWF | 186,413 | $1,886 | 12/31/2023 |
Landscape Capital Management L.L.C. | 181,820 | $1,840 | 12/31/2023 |
AWF | 181,820 | $1,840 | 12/31/2023 |
Founders Financial Securities LLC | 153,123 | $1,626 | 03/31/2024 |
AWF | 153,123 | $1,626 | 03/31/2024 |
Capital Investment Advisors LLC | 147,267 | $1,564 | 03/31/2024 |
AWF | 147,267 | $1,564 | 03/31/2024 |
UBS Group AG | 138,370 | $1,400 | 12/31/2023 |
AWF | 138,370 | $1,400 | 12/31/2023 |
Vivaldi Capital Management LLC | 125,355 | $1,294 | 12/31/2023 |
AWF | 125,355 | $1,294 | 12/31/2023 |
Advisors Asset Management Inc. | 124,505 | $1,260 | 12/31/2023 |
AWF | 124,505 | $1,260 | 12/31/2023 |
Shaker Financial Services LLC | 104,730 | $1,068 | 12/31/2023 |
AWF | 104,730 | $1,068 | 12/31/2023 |
Raymond James & Associates | 101,393 | $1,026 | 12/31/2023 |
AWF | 101,393 | $1,026 | 12/31/2023 |
Quad Cities Investment Group LLC | 89,293 | $948 | 03/31/2024 |
AWF | 89,293 | $948 | 03/31/2024 |
Advisor Group Holdings Inc. | 89,372 | $904 | 12/31/2023 |
AWF | 89,372 | $904 | 12/31/2023 |
Parsons Capital Management Inc. RI | 86,876 | $879 | 12/31/2023 |
AWF | 86,876 | $879 | 12/31/2023 |
Toroso Investments LLC | 86,622 | $877 | 12/31/2023 |
AWF | 86,622 | $877 | 12/31/2023 |
Commonwealth Equity Services LLC | 84,744 | $858 | 12/31/2023 |
AWF | 84,744 | $858 | 12/31/2023 |
Oppenheimer & Co. Inc. | 71,005 | $719 | 12/31/2023 |
AWF | 71,005 | $719 | 12/31/2023 |
Ameriprise Financial Inc. | 65,574 | $664 | 12/31/2023 |
AWF | 65,574 | $664 | 12/31/2023 |
Wolverine Asset Management LLC | 62,063 | $628 | 12/31/2023 |
AWF | 62,063 | $628 | 12/31/2023 |
Sound Income Strategies LLC | 58,881 | $625 | 03/31/2024 |
AWF | 58,881 | $625 | 03/31/2024 |
Nwam LLC | 59,591 | $603 | 12/31/2023 |
AWF | 59,591 | $603 | 12/31/2023 |
National Asset Management Inc. | 53,948 | $547 | 12/31/2023 |
AWF | 53,948 | $547 | 12/31/2023 |
Concurrent Investment Advisors LLC | 50,349 | $510 | 12/31/2023 |
AWF | 50,349 | $510 | 12/31/2023 |
Waterfront Wealth Inc. | 49,366 | $500 | 12/31/2023 |
AWF | 49,366 | $500 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 45,231 | $458 | 12/31/2023 |
AWF | 45,231 | $458 | 12/31/2023 |
SignalPoint Asset Management LLC | 41,186 | $437 | 03/31/2024 |
AWF | 41,186 | $437 | 03/31/2024 |
Shufro Rose & Co. LLC | 44,800 | $435 | 12/31/2023 |
AWF | 44,800 | $435 | 12/31/2023 |
Integrated Wealth Concepts LLC | 42,019 | $425 | 12/31/2023 |
AWF | 42,019 | $425 | 12/31/2023 |
Vanguard Capital Wealth Advisors | 37,000 | $393 | 03/31/2024 |
AWF | 37,000 | $393 | 03/31/2024 |
CNH Partners LLC | 36,712 | $372 | 12/31/2023 |
AWF | 36,712 | $372 | 12/31/2023 |
Private Advisor Group LLC | 34,339 | $351 | 12/31/2023 |
AWF | 34,339 | $351 | 12/31/2023 |
GWM Advisors LLC | 32,590 | $336 | 12/31/2023 |
AWF | 32,590 | $336 | 12/31/2023 |
Atria Wealth Solutions Inc. | 32,599 | $331 | 12/31/2023 |
AWF | 32,599 | $331 | 12/31/2023 |
Janney Montgomery Scott LLC | 31,689 | $321 | 12/31/2023 |
AWF | 31,689 | $321 | 12/31/2023 |
Cetera Advisor Networks LLC | 31,474 | $319 | 12/31/2023 |
AWF | 31,474 | $319 | 12/31/2023 |
Flagship Harbor Advisors LLC | 29,861 | $317 | 03/31/2024 |
AWF | 29,861 | $317 | 03/31/2024 |
Flow State Investments L.P. | 30,892 | $313 | 12/31/2023 |
AWF | 30,892 | $313 | 12/31/2023 |
SOA Wealth Advisors LLC. | 28,550 | $303 | 03/31/2024 |
AWF | 28,550 | $303 | 03/31/2024 |
Capital Advisors Wealth Management LLC | 27,610 | $293 | 03/31/2024 |
AWF | 27,610 | $293 | 03/31/2024 |
Brick & Kyle Associates | 28,950 | $293 | 12/31/2023 |
AWF | 28,950 | $293 | 12/31/2023 |
Sowell Financial Services LLC | 26,645 | $270 | 12/31/2023 |
AWF | 26,645 | $270 | 12/31/2023 |
SMH Capital Advisors Inc. | 25,922 | $262 | 12/31/2023 |
AWF | 25,922 | $262 | 12/31/2023 |
Virtu Financial LLC | 25,765 | $261 | 12/31/2023 |
AWF | 25,765 | $261 | 12/31/2023 |
Avantax Advisory Services Inc. | 25,484 | $258 | 12/31/2023 |
AWF | 25,484 | $258 | 12/31/2023 |
The PNC Financial Services Group Inc. | 24,935 | $252 | 12/31/2023 |
AWF | 24,935 | $252 | 12/31/2023 |
HighTower Advisors LLC | 24,521 | $247 | 12/31/2023 |
AWF | 24,521 | $247 | 12/31/2023 |
NorthStar Asset Management LLC NJ | 24,310 | $246 | 12/31/2023 |
AWF | 24,310 | $246 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 22,871 | $231 | 12/31/2023 |
AWF | 22,871 | $231 | 12/31/2023 |
Abundance Wealth Counselors | 20,259 | $215 | 03/31/2024 |
AWF | 20,259 | $215 | 03/31/2024 |
Marathon Trading Investment Management LLC | 20,000 | $202 | 12/31/2023 |
AWF | 20,000 | $202 | 12/31/2023 |
Sigma Planning Corp | 19,419 | $197 | 12/31/2023 |
AWF | 19,419 | $197 | 12/31/2023 |
Weiss Asset Management LP | 19,242 | $195 | 12/31/2023 |
AWF | 19,242 | $195 | 12/31/2023 |
Clear Creek Financial Management LLC | 18,932 | $192 | 12/31/2023 |
AWF | 18,932 | $192 | 12/31/2023 |
SFI Advisors LLC | 18,827 | $191 | 12/31/2023 |
AWF | 18,827 | $191 | 12/31/2023 |
Steward Partners Investment Advisory LLC | 18,740 | $190 | 12/31/2023 |
AWF | 18,740 | $190 | 12/31/2023 |
Nomura Holdings Inc. | 18,050 | $183 | 12/31/2023 |
AWF | 18,050 | $183 | 12/31/2023 |
Global Retirement Partners LLC | 17,614 | $180 | 12/31/2023 |
AWF | 17,614 | $180 | 12/31/2023 |
Southland Equity Partners LLC | 16,551 | $176 | 03/31/2024 |
AWF | 16,551 | $176 | 03/31/2024 |
Northwestern Mutual Wealth Management Co. | 16,787 | $170 | 12/31/2023 |
AWF | 16,787 | $170 | 12/31/2023 |
Lido Advisors LLC | 16,592 | $168 | 12/31/2023 |
AWF | 16,592 | $168 | 12/31/2023 |
Kestra Advisory Services LLC | 16,408 | $166 | 12/31/2023 |
AWF | 16,408 | $166 | 12/31/2023 |
Sound View Wealth Advisors Group LLC | 16,000 | $162 | 12/31/2023 |
AWF | 16,000 | $162 | 12/31/2023 |
Wealth Enhancement Advisory Services LLC | 15,113 | $161 | 03/31/2024 |
AWF | 15,113 | $161 | 03/31/2024 |
Natixis | 15,649 | $158 | 12/31/2023 |
AWF | 15,649 | $158 | 12/31/2023 |
Avestar Capital LLC | 15,500 | $157 | 12/31/2023 |
AWF | 15,500 | $157 | 12/31/2023 |
Mariner LLC | 15,100 | $153 | 12/31/2023 |
AWF | 15,100 | $153 | 12/31/2023 |
AE Wealth Management LLC | 14,125 | $147 | 12/31/2023 |
AWF | 14,125 | $147 | 12/31/2023 |
Abacus Planning Group Inc. | 13,000 | $138 | 03/31/2024 |
AWF | 13,000 | $138 | 03/31/2024 |
Unionview LLC | 13,488 | $136 | 12/31/2023 |
AWF | 13,488 | $136 | 12/31/2023 |
Wedbush Securities Inc. | 13,302 | $135 | 12/31/2023 |
AWF | 13,302 | $135 | 12/31/2023 |
Elequin Capital LP | 13,369 | $135 | 12/31/2023 |
AWF | 13,369 | $135 | 12/31/2023 |
CI Private Wealth LLC | 12,568 | $127 | 12/31/2023 |
AWF | 12,568 | $127 | 12/31/2023 |
CWS Financial Advisors LLC | 11,955 | $121 | 12/31/2023 |
AWF | 11,955 | $121 | 12/31/2023 |
Martin Capital Partners LLC | 11,179 | $119 | 03/31/2024 |
AWF | 11,179 | $119 | 03/31/2024 |
Mercer Global Advisors Inc. ADV | 11,716 | $119 | 12/31/2023 |
AWF | 11,716 | $119 | 12/31/2023 |
Kaizen Financial Strategies | 11,389 | $115 | 12/31/2023 |
AWF | 11,389 | $115 | 12/31/2023 |
Pekin Hardy Strauss Inc. | 11,065 | $112 | 12/31/2023 |
AWF | 11,065 | $112 | 12/31/2023 |
US Bancorp DE | 10,793 | $109 | 12/31/2023 |
AWF | 10,793 | $109 | 12/31/2023 |
Creative Planning | 10,166 | $103 | 12/31/2023 |
AWF | 10,166 | $103 | 12/31/2023 |
Cullen Frost Bankers Inc. | 8,000 | $81 | 12/31/2023 |
AWF | 8,000 | $81 | 12/31/2023 |
Principal Securities Inc. | 6,603 | $67 | 12/31/2023 |
AWF | 6,603 | $67 | 12/31/2023 |
Comerica Bank | 4,590 | $46 | 12/31/2023 |
AWF | 4,590 | $46 | 12/31/2023 |
Bogart Wealth LLC | 3,300 | $33 | 12/31/2023 |
AWF | 3,300 | $33 | 12/31/2023 |
Larson Financial Group LLC | 2,750 | $28 | 12/31/2023 |
AWF | 2,750 | $28 | 12/31/2023 |
CWM LLC | 2,522 | $27 | 03/31/2024 |
AWF | 2,522 | $27 | 03/31/2024 |
FSA Wealth Management LLC | 2,500 | $25 | 12/31/2023 |
AWF | 2,500 | $25 | 12/31/2023 |
Financial Management Professionals Inc. | 2,224 | $24 | 03/31/2024 |
AWF | 2,224 | $24 | 03/31/2024 |
HHM Wealth Advisors LLC | 2,046 | $21 | 12/31/2023 |
AWF | 2,046 | $21 | 12/31/2023 |
Truvestments Capital LLC | 2,000 | $20 | 12/31/2023 |
AWF | 2,000 | $20 | 12/31/2023 |
Spire Wealth Management | 2,000 | $20 | 12/31/2023 |
AWF | 2,000 | $20 | 12/31/2023 |
TD Capital Management LLC | 1,873 | $19 | 12/31/2023 |
AWF | 1,873 | $19 | 12/31/2023 |
Raleigh Capital Management Inc. | 1,150 | $12 | 12/31/2023 |
AWF | 1,150 | $12 | 12/31/2023 |
Robbins Farley LLC | 1,000 | $11 | 03/31/2024 |
AWF | 1,000 | $11 | 03/31/2024 |
Hazlett Burt & Watson Inc. | 1,000 | $10 | 12/31/2023 |
AWF | 1,000 | $10 | 12/31/2023 |
National Bank of Canada FI | 1,000 | $10 | 12/31/2023 |
AWF | 1,000 | $10 | 12/31/2023 |
Advisory Services Network LLC | 1,004 | $10 | 12/31/2023 |
AWF | 1,004 | $10 | 12/31/2023 |
Luken Investment Analytics LLC | 1,000 | $10 | 12/31/2023 |
AWF | 1,000 | $10 | 12/31/2023 |
Harbour Investments Inc. | 920 | $9 | 12/31/2023 |
AWF | 920 | $9 | 12/31/2023 |
NBT Bank N A NY | 877 | $9 | 12/31/2023 |
AWF | 877 | $9 | 12/31/2023 |
Private Trust Co. NA | 549 | $6 | 12/31/2023 |
AWF | 549 | $6 | 12/31/2023 |
Beacon Capital Management LLC | 614 | $6 | 12/31/2023 |
AWF | 614 | $6 | 12/31/2023 |
Tsfg LLC | 341 | $4 | 03/31/2024 |
AWF | 341 | $4 | 03/31/2024 |
Highlander Capital Management LLC | 335 | $3 | 12/31/2023 |
AWF | 335 | $3 | 12/31/2023 |
Parallel Advisors LLC | 225 | $2 | 12/31/2023 |
AWF | 225 | $2 | 12/31/2023 |
Avion Wealth | 100 | $1 | 12/31/2023 |
AWF | 100 | $1 | 12/31/2023 |
Coppell Advisory Solutions LLC | $1 | 12/31/2023 | |
AFB | 136 | $1 | 12/31/2023 |
FMR LLC | 1 | $0 | 12/31/2023 |
AWF | 1 | $0 | 12/31/2023 |
Proequities Inc. | 0 | $0 | 12/31/2023 |
AWF | 0 | $0 | 12/31/2023 |
Allworth Financial LP | 40 | $0 | 12/31/2023 |
AWF | 40 | $0 | 12/31/2023 |
See Summary: Institutional Holders of AWF
See Details: Top 10 Hedge Funds Holding AWF
Also See: AWF Insider Buying
Also See: AWF Holdings Changes
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