HoldingsChannel.com
Funds Holding EWX
HolderAmountPosition Size
($ in 1000's)
 As of
Creative Planning4,020,458$133,117 03/31/2020
     EWX4,020,458$133,117 03/31/2020
Bank of America Corp DE481,051$15,928 03/31/2020
     EWX481,051$15,928 03/31/2020
Resources Investment Advisors LLC.363,191$12,025 03/31/2020
     EWX363,191$12,025 03/31/2020
IndexIQ Advisors LLC265,539$8,792 03/31/2020
     EWX265,539$8,792 03/31/2020
Victory Capital Management Inc.164,766$5,455 03/31/2020
     EWX164,766$5,455 03/31/2020
Citigroup Inc.162,388$5,377 03/31/2020
     EWX162,388$5,377 03/31/2020
Morgan Stanley143,950$4,766 03/31/2020
     EWX143,950$4,766 03/31/2020
B. Riley Wealth Management Inc.141,608$4,689 03/31/2020
     EWX141,608$4,689 03/31/2020
Empirical Financial Services LLC d.b.a. Empirical Wealth Management133,589$4,423 03/31/2020
     EWX133,589$4,423 03/31/2020
Wells Fargo & Company MN132,524$4,388 03/31/2020
     EWX132,524$4,388 03/31/2020
Stifel Financial Corp115,576$3,833 03/31/2020
     EWX115,576$3,833 03/31/2020
MD Financial Management Inc.111,185$3,681 03/31/2020
     EWX111,185$3,681 03/31/2020
Relaxing Retirement Coach110,310$3,653 03/31/2020
     EWX110,310$3,653 03/31/2020
Envestnet Asset Management Inc.79,593$3,250 06/30/2020
     EWX79,593$3,250 06/30/2020
WESCAP Management Group Inc.79,203$2,622 03/31/2020
     EWX79,203$2,622 03/31/2020
Great Point Wealth Advisors LLC72,640$2,405 03/31/2020
     EWX72,640$2,405 03/31/2020
Kohmann Bosshard Financial Services LLC66,230$2,193 03/31/2020
     EWX66,230$2,193 03/31/2020
LPL Financial LLC62,345$2,064 03/31/2020
     EWX62,345$2,064 03/31/2020
UBS Group AG58,245$1,928 03/31/2020
     EWX58,245$1,928 03/31/2020
M&T Bank Corp56,199$1,861 03/31/2020
     EWX56,199$1,861 03/31/2020
Stratford Consulting LLC53,041$1,756 03/31/2020
     EWX53,041$1,756 03/31/2020
Qube Research & Technologies Ltd49,997$1,655 03/31/2020
     EWX49,997$1,655 03/31/2020
Twin Focus Capital Partners LLC49,428$1,637 03/31/2020
     EWX49,428$1,637 03/31/2020
Pure Financial Advisors Inc.38,789$1,584 06/30/2020
     EWX38,789$1,584 06/30/2020
Alesco Advisors LLC47,177$1,562 03/31/2020
     EWX47,177$1,562 03/31/2020
Innealta Capital LLC43,918$1,454 03/31/2020
     EWX43,918$1,454 03/31/2020
Freestone Capital Holdings LLC43,339$1,435 03/31/2020
     EWX43,339$1,435 03/31/2020
Martin & Co. Inc. TN43,040$1,425 03/31/2020
     EWX43,040$1,425 03/31/2020
RPg Family Wealth Advisory LLC37,772$1,251 03/31/2020
     EWX37,772$1,251 03/31/2020
Equitable Holdings Inc.36,525$1,209 03/31/2020
     EWX36,525$1,209 03/31/2020
Omega Financial Group LLC28,870$956 03/31/2020
     EWX28,870$956 03/31/2020
Texas Yale Capital Corp.28,799$954 03/31/2020
     EWX28,799$954 03/31/2020
Tortoise Investment Management LLC28,244$935 03/31/2020
     EWX28,244$935 03/31/2020
Lucia Wealth Services LLC27,652$916 03/31/2020
     EWX27,652$916 03/31/2020
CIBC World Markets Inc.27,531$912 03/31/2020
     EWX27,531$912 03/31/2020
Kalos Management Inc.21,779$799 03/31/2020
     EWX21,779$799 03/31/2020
Bank of New York Mellon Corp23,621$782 03/31/2020
     EWX23,621$782 03/31/2020
Camelot Portfolios LLC20,924$693 03/31/2020
     EWX20,924$693 03/31/2020
Royal Bank of Canada20,295$672 03/31/2020
     EWX20,295$672 03/31/2020
Hancock Whitney Corp19,939$660 03/31/2020
     EWX19,939$660 03/31/2020
Vista Investment Management19,416$643 03/31/2020
     EWX19,416$643 03/31/2020
Financial Strategies Group Inc.18,279$605 03/31/2020
     EWX18,279$605 03/31/2020
Smith Moore & CO.17,565$582 03/31/2020
     EWX17,565$582 03/31/2020
Wealthcare Advisory Partners LLC17,524$580 03/31/2020
     EWX17,524$580 03/31/2020
Advisory Services Network LLC17,466$578 03/31/2020
     EWX17,466$578 03/31/2020
Checchi Capital Advisers LLC16,850$558 03/31/2020
     EWX16,850$558 03/31/2020
Berman Capital Advisors LLC15,182$502 03/31/2020
     EWX15,182$502 03/31/2020
Raymond James & Associates14,875$493 03/31/2020
     EWX14,875$493 03/31/2020
Advisor Group Holdings Inc.13,521$420 03/31/2020
     EWX13,521$420 03/31/2020
Ballentine Partners LLC12,665$419 03/31/2020
     EWX12,665$419 03/31/2020
Apella Capital LLC12,374$410 03/31/2020
     EWX12,374$410 03/31/2020
Valtinson Bruner Financial Planning LLC11,159$404 03/31/2020
     EWX11,159$404 03/31/2020
Sage Financial Group Inc.12,045$399 03/31/2020
     EWX12,045$399 03/31/2020
MainStreet Investment Advisors LLC12,030$398 03/31/2020
     EWX12,030$398 03/31/2020
Massmutual Trust Co. FSB ADV10,830$359 03/31/2020
     EWX10,830$359 03/31/2020
White Pine Capital LLC10,345$343 03/31/2020
     EWX10,345$343 03/31/2020
Renaissance Technologies LLC10,300$341 03/31/2020
     EWX10,300$341 03/31/2020
Buckingham Asset Management LLC9,864$327 03/31/2020
     EWX9,864$327 03/31/2020
Ameriprise Financial Inc.8,568$284 03/31/2020
     EWX8,568$284 03/31/2020
Whittier Trust Co.8,428$279 03/31/2020
     EWX8,428$279 03/31/2020
Paracle Advisors LLC8,438$279 03/31/2020
     EWX8,438$279 03/31/2020
Asset Dedication LLC8,541$277 03/31/2020
     EWX8,541$277 03/31/2020
AE Wealth Management LLC7,936$263 03/31/2020
     EWX7,936$263 03/31/2020
Raymond James Financial Services Advisors Inc.7,820$259 03/31/2020
     EWX7,820$259 03/31/2020
First Horizon Advisors Inc.7,529$249 03/31/2020
     EWX7,529$249 03/31/2020
Capital One Financial Corp7,482$248 03/31/2020
     EWX7,482$248 03/31/2020
Regal Investment Advisors LLC7,182$238 03/31/2020
     EWX7,182$238 03/31/2020
Sawtooth Solutions LLC7,056$234 03/31/2020
     EWX7,056$234 03/31/2020
Commonwealth Equity Services LLC6,806$225 03/31/2020
     EWX6,806$225 03/31/2020
Susquehanna International Group LLP $209 03/31/2020
     Call6,300$209 03/31/2020
Wealthcare Capital Management LLC3,508$116 03/31/2020
     EWX3,508$116 03/31/2020
Allworth Financial LP3,059$101 03/31/2020
     EWX3,059$101 03/31/2020
Whittier Trust Co. of Nevada Inc.2,980$99 03/31/2020
     EWX2,980$99 03/31/2020
US Bancorp DE2,256$75 03/31/2020
     EWX2,256$75 03/31/2020
Blair William & Co. IL2,049$68 03/31/2020
     EWX2,049$68 03/31/2020
Transamerica Financial Advisors Inc.1,824$61 03/31/2020
     EWX1,824$61 03/31/2020
Capital Asset Advisory Services LLC1,408$52 03/31/2020
     EWX1,408$52 03/31/2020
JPMorgan Chase & Co.1,330$44 03/31/2020
     EWX1,330$44 03/31/2020
Accurate Investment Solutions Inc.1,261$42 03/31/2020
     EWX1,261$42 03/31/2020
Proequities Inc.1,129$37 03/31/2020
     EWX1,129$37 03/31/2020
Resources Management Corp CT ADV1,000$33 03/31/2020
     EWX1,000$33 03/31/2020
IFP Advisors Inc910$28 03/31/2020
     EWX910$28 03/31/2020
Synovus Financial Corp656$22 03/31/2020
     EWX656$22 03/31/2020
Sowell Financial Services LLC652$22 03/31/2020
     EWX652$22 03/31/2020
Advisory Alpha LLC442$16 03/31/2020
     EWX442$16 03/31/2020
Golden State Wealth Management LLC375$12 03/31/2020
     EWX375$12 03/31/2020
Disciplined Investments LLC287$10 03/31/2020
     EWX287$10 03/31/2020
Lenox Wealth Advisors LLC250$8 03/31/2020
     EWX250$8 03/31/2020
Certified Advisory Corp197$7 03/31/2020
     EWX197$7 03/31/2020
Verus Capital Partners LLC200$7 03/31/2020
     EWX200$7 03/31/2020
Affiance Financial LLC170$6 03/31/2020
     EWX170$6 03/31/2020
LifePlan Financial Group Inc111$4 03/31/2020
     EWX111$4 03/31/2020
Ambassador Advisors LLC108$4 03/31/2020
     EWX108$4 03/31/2020
Global Retirement Partners LLC135$4 03/31/2020
     EWX135$4 03/31/2020
FMR LLC89$3 03/31/2020
     EWX89$3 03/31/2020
Blue Bell Private Wealth Management LLC100$3 03/31/2020
     EWX100$3 03/31/2020
Prestige Wealth Management Group LLC76$3 03/31/2020
     EWX76$3 03/31/2020
Bank of Montreal Can75$2 03/31/2020
     EWX75$2 03/31/2020
Patriot Financial Group Insurance Agency LLC49$2 03/31/2020
     EWX49$2 03/31/2020
Manchester Capital Management LLC44$1 03/31/2020
     EWX44$1 03/31/2020
Aptus Capital Advisors LLC44$1 03/31/2020
     EWX44$1 03/31/2020
First Command Bank18$1 03/31/2020
     EWX18$1 03/31/2020
First Command Financial Services Inc.18$1 03/31/2020
     EWX18$1 03/31/2020
Investors Research Corp45$1 03/31/2020
     EWX45$1 03/31/2020
Huntington National Bank1$0 03/31/2020
     EWX1$0 03/31/2020
Northwestern Mutual Wealth Management Co.14$0 03/31/2020
     EWX14$0 03/31/2020
AdvisorNet Financial Inc1$0 03/31/2020
     EWX1$0 03/31/2020
CWM LLC7$0 03/31/2020
     EWX7$0 03/31/2020
NEXT Financial Group Inc15$0 03/31/2020
     EWX15$0 03/31/2020
Harvest Group Wealth Management LLC27$0 03/31/2020
     EWX27$0 03/31/2020
Orion Portfolio Solutions LLC12$0 03/31/2020
     EWX12$0 03/31/2020

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

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