HoldingsChannel.com
Funds Holding EWX
HolderAmountPosition Size
($ in 1000's)
 As of
Creative Planning2,262,875$98,299 09/30/2019
     EWX2,262,875$98,299 09/30/2019
IndexIQ Advisors LLC615,906$26,755 09/30/2019
     EWX615,906$26,755 09/30/2019
Bank of America Corp DE555,758$24,143 09/30/2019
     EWX555,758$24,143 09/30/2019
Resources Investment Advisors LLC.343,143$14,906 09/30/2019
     EWX343,143$14,906 09/30/2019
Freestone Capital Holdings LLC281,233$12,217 09/30/2019
     EWX281,233$12,217 09/30/2019
Relaxing Retirement Coach216,171$9,400 09/30/2019
     EWX216,171$9,400 09/30/2019
Wells Fargo & Company MN202,871$8,813 09/30/2019
     EWX202,871$8,813 09/30/2019
Morgan Stanley164,871$7,162 09/30/2019
     EWX164,871$7,162 09/30/2019
Victory Capital Management Inc.164,766$7,157 09/30/2019
     EWX164,766$7,157 09/30/2019
Jane Street Group LLC147,497$6,407 09/30/2019
     EWX147,497$6,407 09/30/2019
Citadel Advisors LLC142,453$6,188 09/30/2019
     EWX142,453$6,188 09/30/2019
John G Ullman & Associates Inc.129,200$5,612 09/30/2019
     EWX129,200$5,612 09/30/2019
Stifel Financial Corp119,796$5,206 09/30/2019
     EWX119,796$5,206 09/30/2019
B. Riley Wealth Management Inc.107,940$4,689 09/30/2019
     EWX107,940$4,689 09/30/2019
M&T Bank Corp93,662$4,068 09/30/2019
     EWX93,662$4,068 09/30/2019
Royal Bank of Canada90,556$3,934 09/30/2019
     EWX90,556$3,934 09/30/2019
Merriman Wealth Management LLC84,100$3,653 09/30/2019
     EWX84,100$3,653 09/30/2019
Envestnet Asset Management Inc.81,474$3,539 09/30/2019
     EWX81,474$3,539 09/30/2019
Kohmann Bosshard Financial Services LLC73,625$3,198 09/30/2019
     EWX73,625$3,198 09/30/2019
Alesco Advisors LLC64,316$2,794 09/30/2019
     EWX64,316$2,794 09/30/2019
LPL Financial LLC60,952$2,648 09/30/2019
     EWX60,952$2,648 09/30/2019
UBS Group AG59,495$2,584 09/30/2019
     EWX59,495$2,584 09/30/2019
Great Point Wealth Advisors LLC54,729$2,377 09/30/2019
     EWX54,729$2,377 09/30/2019
Twin Focus Capital Partners LLC49,275$2,140 09/30/2019
     EWX49,275$2,140 09/30/2019
Martin & Co. Inc. TN44,411$1,929 09/30/2019
     EWX44,411$1,929 09/30/2019
RPg Family Wealth Advisory LLC42,033$1,826 09/30/2019
     EWX42,033$1,826 09/30/2019
Innealta Capital LLC40,869$1,775 09/30/2019
     EWX40,869$1,775 09/30/2019
AXA36,395$1,581 09/30/2019
     EWX36,395$1,581 09/30/2019
Texas Yale Capital Corp.35,505$1,542 09/30/2019
     EWX35,505$1,542 09/30/2019
Ballentine Partners LLC34,501$1,499 09/30/2019
     EWX34,501$1,499 09/30/2019
Pure Financial Advisors Inc.33,576$1,459 09/30/2019
     EWX33,576$1,459 09/30/2019
WESCAP Management Group Inc.31,205$1,355 09/30/2019
     EWX31,205$1,355 09/30/2019
WP Advisors LLC30,020$1,304 09/30/2019
     EWX30,020$1,304 09/30/2019
Omega Financial Group LLC29,585$1,285 09/30/2019
     EWX29,585$1,285 09/30/2019
CIBC World Markets Inc.29,136$1,266 09/30/2019
     EWX29,136$1,266 09/30/2019
Kalos Management Inc.26,862$1,166 09/30/2019
     EWX26,862$1,166 09/30/2019
Empirical Financial Services LLC d.b.a. Empirical Wealth Management26,537$1,153 09/30/2019
     EWX26,537$1,153 09/30/2019
Tortoise Investment Management LLC21,399$930 09/30/2019
     EWX21,399$930 09/30/2019
Sage Financial Group Inc.21,060$915 09/30/2019
     EWX21,060$915 09/30/2019
Vista Investment Management20,590$894 09/30/2019
     EWX20,590$894 09/30/2019
Advisory Services Network LLC17,372$777 09/30/2019
     EWX17,372$777 09/30/2019
Checchi Capital Advisers LLC17,022$739 09/30/2019
     EWX17,022$739 09/30/2019
Advisor Group Inc.16,337$710 09/30/2019
     EWX16,337$710 09/30/2019
Susquehanna International Group LLP $668 09/30/2019
     Call9,400$408 09/30/2019
     EWX5,985$260 09/30/2019
Ameriprise Financial Inc.15,287$664 09/30/2019
     EWX15,287$664 09/30/2019
Wealthcare Advisory Partners LLC14,656$637 09/30/2019
     EWX14,656$637 09/30/2019
White Pine Capital LLC13,795$599 09/30/2019
     EWX13,795$599 09/30/2019
Raymond James Financial Services Advisors Inc.13,713$596 09/30/2019
     EWX13,713$596 09/30/2019
Asset Dedication LLC13,176$572 09/30/2019
     EWX13,176$572 09/30/2019
Raymond James & Associates12,799$556 09/30/2019
     EWX12,799$556 09/30/2019
Blair William & Co. IL11,641$506 09/30/2019
     EWX11,641$506 09/30/2019
Massmutual Trust Co. FSB ADV10,855$472 09/30/2019
     EWX10,855$472 09/30/2019
MainStreet Investment Advisors LLC10,855$471 09/30/2019
     EWX10,855$471 09/30/2019
Buckingham Asset Management LLC9,823$427 09/30/2019
     EWX9,823$427 09/30/2019
Wrapmanager Inc.9,301$404 09/30/2019
     EWX9,301$404 09/30/2019
Whittier Trust Co.8,574$373 09/30/2019
     EWX8,574$373 09/30/2019
Valtinson Bruner Financial Planning LLC8,376$369 09/30/2019
     EWX8,376$369 09/30/2019
Prestige Wealth Management Group LLC7,828$340 09/30/2019
     EWX7,828$340 09/30/2019
Regal Investment Advisors LLC7,737$336 09/30/2019
     EWX7,737$336 09/30/2019
Virtu Financial LLC7,657$333 09/30/2019
     EWX7,657$333 09/30/2019
Paracle Advisors LLC7,655$332 09/30/2019
     EWX7,655$332 09/30/2019
FTB Advisors Inc.7,529$327 09/30/2019
     EWX7,529$327 09/30/2019
Camelot Portfolios LLC7,353$319 09/30/2019
     EWX7,353$319 09/30/2019
Two Sigma Securities LLC6,792$295 09/30/2019
     EWX6,792$295 09/30/2019
MML Investors Services LLC6,279$273 09/30/2019
     EWX6,279$273 09/30/2019
Outlook Wealth Advisors LLC6,062$263 09/30/2019
     EWX6,062$263 09/30/2019
Allworth Financial LP5,242$228 09/30/2019
     EWX5,242$228 09/30/2019
Ladenburg Thalmann Financial Services Inc.4,743$206 09/30/2019
     EWX4,743$206 09/30/2019
Commonwealth Equity Services LLC4,682$203 09/30/2019
     EWX4,682$203 09/30/2019
Osbon Capital Management LLC4,467$200 06/30/2019
     EWX4,467$200 06/30/2019
Wealthcare Capital Management LLC4,125$179 09/30/2019
     EWX4,125$179 09/30/2019
Whittier Trust Co. of Nevada Inc.2,980$129 09/30/2019
     EWX2,980$129 09/30/2019
JPMorgan Chase & Co.2,330$101 09/30/2019
     EWX2,330$101 09/30/2019
Transamerica Financial Advisors Inc.2,318$101 09/30/2019
     EWX2,318$101 09/30/2019
US Bancorp DE1,873$81 09/30/2019
     EWX1,873$81 09/30/2019
Accurate Investment Solutions Inc.1,604$70 09/30/2019
     EWX1,604$70 09/30/2019
IFP Advisors Inc1,474$55 09/30/2019
     EWX1,474$55 09/30/2019
Proequities Inc.1,056$46 09/30/2019
     EWX1,056$46 09/30/2019
Synovus Financial Corp994$43 09/30/2019
     EWX994$43 09/30/2019
Resources Management Corp CT ADV1,000$43 09/30/2019
     EWX1,000$43 09/30/2019
SRS Capital Advisors Inc.950$41 09/30/2019
     EWX950$41 09/30/2019
Fifth Third Bancorp400$17 09/30/2019
     EWX400$17 09/30/2019
Golden State Wealth Management LLC346$15 09/30/2019
     EWX346$15 09/30/2019
Lenox Wealth Advisors LLC250$11 09/30/2019
     EWX250$11 09/30/2019
Certified Advisory Corp194$8 09/30/2019
     EWX194$8 09/30/2019
Lake Point Wealth Management189$8 06/30/2019
     EWX189$8 06/30/2019
Citigroup Inc.170$7 09/30/2019
     EWX170$7 09/30/2019
First Allied Advisory Services Inc.143$7 09/30/2019
     EWX143$7 09/30/2019
Patriot Financial Group Insurance Agency LLC129$6 09/30/2019
     EWX129$6 09/30/2019
Sowell Financial Services LLC105$5 09/30/2019
     EWX105$5 09/30/2019
Global Retirement Partners LLC123$5 09/30/2019
     EWX123$5 09/30/2019
Tompkins Financial Corp100$4 09/30/2019
     EWX100$4 09/30/2019
Blue Bell Private Wealth Management LLC100$4 09/30/2019
     EWX100$4 09/30/2019
CWM LLC88$4 09/30/2019
     EWX88$4 09/30/2019
Bank of Montreal Can75$3 09/30/2019
     EWX75$3 09/30/2019
LifePlan Financial Group Inc61$3 09/30/2019
     EWX61$3 09/30/2019
NEXT Financial Group Inc73$3 09/30/2019
     EWX73$3 09/30/2019
Parallel Advisors LLC68$3 09/30/2019
     EWX68$3 09/30/2019
Bessemer Group Inc.45$2 09/30/2019
     EWX45$2 09/30/2019
Manchester Capital Management LLC44$2 09/30/2019
     EWX44$2 09/30/2019
Family Management Corp43$2 09/30/2019
     EWX43$2 09/30/2019
Global Financial Private Capital Inc40$2 09/30/2019
     EWX40$2 09/30/2019
Investors Research Corp45$2 09/30/2019
     EWX45$2 09/30/2019
First Command Bank18$1 09/30/2019
     EWX18$1 09/30/2019
First Command Financial Services Inc.18$1 09/30/2019
     EWX18$1 09/30/2019
Harvest Group Wealth Management LLC27$1 09/30/2019
     EWX27$1 09/30/2019
Huntington National Bank1$0 09/30/2019
     EWX1$0 09/30/2019
FMR LLC1$0 09/30/2019
     EWX1$0 09/30/2019
AdvisorNet Financial Inc1$0 09/30/2019
     EWX1$0 09/30/2019
Captrust Financial Advisors3$0 09/30/2019
     EWX3$0 09/30/2019
Aspire Private Capital LLC10$0 09/30/2019
     EWX10$0 09/30/2019

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

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