HoldingsChannel.com
Funds Holding GWX
HolderAmountPosition Size
($ in 1000's)
 As of
State Street Corp3,365,496$101,809 06/30/2019
     GWX3,365,496$101,809 06/30/2019
Bank of America Corp DE1,550,780$46,445 06/30/2019
     GWX1,550,780$46,445 06/30/2019
Commerce Bank1,257,861$37,673 06/30/2019
     GWX1,257,861$37,673 06/30/2019
Baystate Wealth Management LLC1,212,284$36,525 06/30/2019
     GWX1,212,284$36,525 06/30/2019
Assetmark Inc.794,257$23,788 06/30/2019
     GWX794,257$23,788 06/30/2019
Premise Capital LLC90,225$15,554 06/30/2019
     GWX90,225$15,554 06/30/2019
Creative Planning439,482$13,162 06/30/2019
     GWX439,482$13,162 06/30/2019
Nicolet Advisory Services LLC420,672$12,599 06/30/2019
     GWX420,672$12,599 06/30/2019
Larson Financial Group LLC376,696$11,071 09/30/2019
     GWX376,696$11,071 09/30/2019
Savant Capital LLC358,116$10,726 06/30/2019
     GWX358,116$10,726 06/30/2019
Global Financial Private Capital LLC316,819$9,618 06/30/2019
     GWX316,819$9,618 06/30/2019
Stifel Financial Corp301,213$9,030 06/30/2019
     GWX301,213$9,030 06/30/2019
Advisory Alpha LLC271,974$8,135 06/30/2019
     GWX271,974$8,135 06/30/2019
Pure Financial Advisors Inc.265,555$7,805 09/30/2019
     GWX265,555$7,805 09/30/2019
Carlson Capital Management252,254$7,555 06/30/2019
     GWX252,254$7,555 06/30/2019
Bank of Montreal Can245,180$7,343 06/30/2019
     GWX245,180$7,343 06/30/2019
Morgan Stanley240,986$7,217 06/30/2019
     GWX240,986$7,217 06/30/2019
Landmark Bank198,340$5,830 09/30/2019
     GWX198,340$5,830 09/30/2019
Keel Point LLC191,778$5,744 06/30/2019
     GWX191,778$5,744 06/30/2019
Envestnet Asset Management Inc.186,220$5,473 09/30/2019
     GWX186,220$5,473 09/30/2019
Bellecapital International Ltd.165,930$4,970 06/30/2019
     GWX165,930$4,970 06/30/2019
Franklin Resources Inc.162,455$4,866 06/30/2019
     GWX162,455$4,866 06/30/2019
Wells Fargo & Company MN110,895$3,321 06/30/2019
     GWX110,895$3,321 06/30/2019
Wealth Enhancement Advisory Services LLC111,773$3,320 06/30/2019
     GWX111,773$3,320 06/30/2019
PNC Financial Services Group Inc.107,246$3,213 06/30/2019
     GWX107,246$3,213 06/30/2019
Ballentine Partners LLC105,517$3,160 06/30/2019
     GWX105,517$3,160 06/30/2019
WP Advisors LLC102,400$3,067 06/30/2019
     GWX102,400$3,067 06/30/2019
Managed Account Services Inc.94,119$2,854 06/30/2019
     GWX94,119$2,854 06/30/2019
Resource Planning Group93,170$2,790 06/30/2019
     GWX93,170$2,790 06/30/2019
Bank of New York Mellon Corp90,079$2,698 06/30/2019
     GWX90,079$2,698 06/30/2019
UBS Group AG86,673$2,596 06/30/2019
     GWX86,673$2,596 06/30/2019
Comerica Bank84,622$2,534 06/30/2019
     GWX84,622$2,534 06/30/2019
Strategic Financial Group LLC83,731$2,508 06/30/2019
     GWX83,731$2,508 06/30/2019
Segall Bryant & Hamill LLC84,029$2,507 06/30/2019
     GWX84,029$2,507 06/30/2019
Efficient Advisors LLC82,026$2,457 06/30/2019
     GWX82,026$2,457 06/30/2019
Aspire Private Capital LLC79,823$2,391 06/30/2019
     GWX79,823$2,391 06/30/2019
Goldman Sachs Group Inc.79,759$2,389 06/30/2019
     GWX79,759$2,389 06/30/2019
Royal Bank of Canada61,293$1,836 06/30/2019
     GWX61,293$1,836 06/30/2019
Alesco Advisors LLC61,300$1,836 06/30/2019
     GWX61,300$1,836 06/30/2019
Boston Standard Wealth Management LLC61,673$1,813 09/30/2019
     GWX61,673$1,813 09/30/2019
Advisor Group Inc.60,226$1,805 06/30/2019
     GWX60,226$1,805 06/30/2019
Jane Street Group LLC60,109$1,800 06/30/2019
     GWX60,109$1,800 06/30/2019
Private Ocean LLC59,444$1,780 06/30/2019
     GWX59,444$1,780 06/30/2019
Townsquare Capital LLC59,177$1,714 06/30/2019
     GWX59,177$1,714 06/30/2019
Pinnacle Wealth Planning Services Inc.51,166$1,533 06/30/2019
     GWX51,166$1,533 06/30/2019
Cambridge Investment Research Advisors Inc.50,361$1,508 06/30/2019
     GWX50,361$1,508 06/30/2019
LPL Financial LLC49,385$1,479 06/30/2019
     GWX49,385$1,479 06/30/2019
Condor Capital Management47,993$1,437 06/30/2019
     GWX47,993$1,437 06/30/2019
Rinet Co LLC47,087$1,410 06/30/2019
     GWX47,087$1,410 06/30/2019
Cullen Frost Bankers Inc.46,887$1,404 06/30/2019
     GWX46,887$1,404 06/30/2019
Raymond James Financial Services Advisors Inc.46,424$1,390 06/30/2019
     GWX46,424$1,390 06/30/2019
Strategic Wealth Partners Ltd.40,706$1,219 06/30/2019
     GWX40,706$1,219 06/30/2019
Valmark Advisers Inc.38,506$1,153 06/30/2019
     GWX38,506$1,153 06/30/2019
ARGI Investment Services LLC37,558$1,125 06/30/2019
     GWX37,558$1,125 06/30/2019
Probity Advisors Inc.36,174$1,083 06/30/2019
     GWX36,174$1,083 06/30/2019
FTB Advisors Inc.35,691$1,069 06/30/2019
     GWX35,691$1,069 06/30/2019
Moisand Fitzgerald Tamayo LLC35,003$1,048 06/30/2019
     GWX35,003$1,048 06/30/2019
TPG Financial Advisors LLC34,870$1,025 09/30/2019
     GWX34,870$1,025 09/30/2019
United Capital Financial Advisers LLC34,233$1,025 06/30/2019
     GWX34,233$1,025 06/30/2019
M&T Bank Corp31,836$954 06/30/2019
     GWX31,836$954 06/30/2019
Stonehearth Capital Management LLC31,792$934 09/30/2019
     GWX31,792$934 09/30/2019
Aspiriant LLC30,889$926 06/30/2019
     GWX30,889$926 06/30/2019
Chesley Taft & Associates LLC30,479$896 09/30/2019
     GWX30,479$896 09/30/2019
Northern Trust Corp29,467$882 06/30/2019
     GWX29,467$882 06/30/2019
Brand Asset Management Group Inc.27,014$794 09/30/2019
     GWX27,014$794 09/30/2019
MAI Capital Management26,138$783 06/30/2019
     GWX26,138$783 06/30/2019
Atria Investments LLC27,789$781 06/30/2019
     GWX27,789$781 06/30/2019
Ladenburg Thalmann Financial Services Inc.25,504$763 06/30/2019
     GWX25,504$763 06/30/2019
Valtinson Bruner Financial Planning LLC25,557$759 09/30/2019
     GWX25,557$759 09/30/2019
Virtu Financial LLC23,742$711 06/30/2019
     GWX23,742$711 06/30/2019
Capital Directions Investment Advisors LLC22,364$670 06/30/2019
     GWX22,364$670 06/30/2019
Signet Financial Management LLC21,664$644 06/30/2019
     GWX21,664$644 06/30/2019
Suntrust Banks Inc.21,243$636 06/30/2019
     GWX21,243$636 06/30/2019
Financial Consulate Inc.20,907$614 09/30/2019
     GWX20,907$614 09/30/2019
Regentatlantic Capital LLC20,199$605 06/30/2019
     GWX20,199$605 06/30/2019
Brown Advisory Inc.19,532$585 06/30/2019
     GWX19,532$585 06/30/2019
Archford Capital Strategies LLC19,146$573 06/30/2019
     GWX19,146$573 06/30/2019
One Capital Management LLC19,090$572 06/30/2019
     GWX19,090$572 06/30/2019
Commonwealth Equity Services LLC16,844$504 06/30/2019
     GWX16,844$504 06/30/2019
3D Asset Management Inc.16,793$503 06/30/2019
     GWX16,793$503 06/30/2019
Edmonds Duncan Registered Investment Advisors LLC16,688$503 06/30/2019
     GWX16,688$503 06/30/2019
ELM Advisors LLC16,785$493 09/30/2019
     GWX16,785$493 09/30/2019
Captrust Financial Advisors16,030$487 06/30/2019
     GWX16,030$487 06/30/2019
GFS Advisors LLC14,944$448 06/30/2019
     GWX14,944$448 06/30/2019
Bay Harbor Wealth Management LLC14,941$439 09/30/2019
     GWX14,941$439 09/30/2019
TCI Wealth Advisors Inc.14,369$422 09/30/2019
     GWX14,369$422 09/30/2019
Natixis Advisors L.P.13,607$408 06/30/2019
     GWX13,607$408 06/30/2019
Outlook Wealth Advisors LLC13,700$403 09/30/2019
     GWX13,700$403 09/30/2019
MML Investors Services LLC13,389$401 06/30/2019
     GWX13,389$401 06/30/2019
Grimes & Company Inc.12,456$373 06/30/2019
     GWX12,456$373 06/30/2019
Paradigm Financial Advisors LLC12,141$364 06/30/2019
     GWX12,141$364 06/30/2019
Citigroup Inc.11,968$358 06/30/2019
     GWX11,968$358 06/30/2019
RFG Advisory LLC12,080$357 06/30/2019
     GWX12,080$357 06/30/2019
Strategic Investment Advisors MI11,826$357 06/30/2019
     GWX11,826$357 06/30/2019
First Allied Advisory Services Inc.10,983$329 06/30/2019
     GWX10,983$329 06/30/2019
Principal Financial Group Inc.10,750$322 06/30/2019
     GWX10,750$322 06/30/2019
Creative Financial Designs Inc. ADV10,656$320 06/30/2019
     GWX10,656$320 06/30/2019
Buckingham Asset Management LLC10,669$320 06/30/2019
     GWX10,669$320 06/30/2019
Enterprise Financial Services Corp10,573$316 06/30/2019
     GWX10,573$316 06/30/2019
Paracle Advisors LLC10,008$299 06/30/2019
     GWX10,008$299 06/30/2019
Citadel Advisors LLC9,524$285 06/30/2019
     GWX9,524$285 06/30/2019
Arete Wealth Advisors LLC9,197$275 06/30/2019
     GWX9,197$275 06/30/2019
Aveo Capital Partners LLC8,992$271 06/30/2019
     GWX8,992$271 06/30/2019
Blair William & Co. IL8,669$260 06/30/2019
     GWX8,669$260 06/30/2019
Raymond James & Associates8,383$251 06/30/2019
     GWX8,383$251 06/30/2019
Park Avenue Securities LLC8,327$245 09/30/2019
     GWX8,327$245 09/30/2019
Franklin Parlapiano Turner & Welch LLC8,150$244 06/30/2019
     GWX8,150$244 06/30/2019
First National Corp MA ADV7,515$225 06/30/2019
     GWX7,515$225 06/30/2019
Baird Financial Group Inc.7,287$218 06/30/2019
     GWX7,287$218 06/30/2019
Ameritas Investment Corp7,194$215 06/30/2019
     GWX7,194$215 06/30/2019
Janney Montgomery Scott LLC6,780$203 06/30/2019
     GWX6,780$203 06/30/2019
Aperio Group LLC6,704$201 06/30/2019
     GWX6,704$201 06/30/2019
Asset Dedication LLC5,982$179 09/30/2019
     GWX5,982$179 09/30/2019
TCG Advisors LP5,829$177 06/30/2019
     GWX5,829$177 06/30/2019
Prestige Wealth Management Group LLC5,174$155 06/30/2019
     GWX5,174$155 06/30/2019
Accurate Investment Solutions Inc.5,242$154 09/30/2019
     GWX5,242$154 09/30/2019
FMR LLC4,815$144 06/30/2019
     GWX4,815$144 06/30/2019
US Bancorp DE4,790$143 06/30/2019
     GWX4,790$143 06/30/2019
Crewe Advisors LLC3,977$119 06/30/2019
     GWX3,977$119 06/30/2019
Tortoise Investment Management LLC3,900$117 06/30/2019
     GWX3,900$117 06/30/2019
Nelson Van Denburg & Campbell Wealth Management Group LLC3,028$88 09/30/2019
     GWX3,028$88 09/30/2019
Citizens Financial Group Inc RI2,187$66 06/30/2019
     GWX2,187$66 06/30/2019
Fifth Third Bancorp1,844$55 06/30/2019
     GWX1,844$55 06/30/2019
Capital Analysts LLC1,800$54 06/30/2019
     GWX1,800$54 06/30/2019
Golden State Wealth Management LLC1,270$38 06/30/2019
     GWX1,270$38 06/30/2019
Lake Point Wealth Management1,090$33 06/30/2019
     GWX1,090$33 06/30/2019
Squar Milner Financial Services LLC1,049$31 06/30/2019
     GWX1,049$31 06/30/2019
Financial Architects Inc1,000$30 06/30/2019
     GWX1,000$30 06/30/2019
Bedel Financial Consulting Inc.1,000$29 09/30/2019
     GWX1,000$29 09/30/2019
CENTRAL TRUST Co898$27 06/30/2019
     GWX898$27 06/30/2019
CWM LLC814$24 06/30/2019
     GWX814$24 06/30/2019
Whittier Trust Co. of Nevada Inc.788$23 09/30/2019
     GWX788$23 09/30/2019
Glenmede Trust Co. NA790$23 06/30/2019
     GWX790$23 06/30/2019
Cranbrook Wealth Management LLC733$22 06/30/2019
     GWX733$22 06/30/2019
Trustcore Financial Services LLC646$19 06/30/2019
     GWX646$19 06/30/2019
Strategic Blueprint LLC572$17 09/30/2019
     GWX572$17 09/30/2019
San Francisco Sentry Investment Group CA544$16 09/30/2019
     GWX544$16 09/30/2019
Parallel Advisors LLC511$15 06/30/2019
     GWX511$15 06/30/2019
NEXT Financial Group Inc470$14 09/30/2019
     GWX470$14 09/30/2019
Farmers & Merchants Investments Inc.360$11 09/30/2019
     GWX360$11 09/30/2019
Proequities Inc.366$11 06/30/2019
     GWX366$11 06/30/2019
AdvisorNet Financial Inc371$11 06/30/2019
     GWX371$11 06/30/2019
Brown Brothers Harriman & Co.328$10 06/30/2019
     GWX328$10 06/30/2019
AllSquare Wealth Management LLC335$10 06/30/2019
     GWX335$10 06/30/2019
Patriot Financial Group Insurance Agency LLC333$10 06/30/2019
     GWX333$10 06/30/2019
Covington Capital Management213$6 06/30/2019
     GWX213$6 06/30/2019
FNY Investment Advisers LLC162$4 06/30/2019
     GWX162$4 06/30/2019
Global Wealth Management Investment Advisory Inc.128$4 06/30/2019
     GWX128$4 06/30/2019
Ellis Investment Partners LLC113$3 09/30/2019
     GWX113$3 09/30/2019
Massmutual Trust Co. FSB ADV86$3 06/30/2019
     GWX86$3 06/30/2019
Financial Enhancement Group LLC94$3 06/30/2019
     GWX94$3 06/30/2019
Steward Partners Investment Advisory LLC127$3 06/30/2019
     GWX127$3 06/30/2019
Transamerica Financial Advisors Inc.52$2 06/30/2019
     GWX52$2 06/30/2019
Vectors Research Management LLC65$2 06/30/2019
     GWX65$2 06/30/2019
Capital Investment Advisory Services LLC45$1 09/30/2019
     GWX45$1 09/30/2019
First Command Bank28$1 09/30/2019
     GWX28$1 09/30/2019
Benjamin F. Edwards & Company Inc.35$1 06/30/2019
     GWX35$1 06/30/2019
First Command Financial Services Inc.28$1 06/30/2019
     GWX28$1 06/30/2019
Next Capital Management LLC30$1 06/30/2019
     GWX30$1 06/30/2019
BlackRock Inc.15$0 06/30/2019
     GWX15$0 06/30/2019
IndexIQ Advisors LLC3$0 06/30/2019
     GWX3$0 06/30/2019
Parallax Volatility Advisers L.P.1$0 06/30/2019
     GWX1$0 06/30/2019

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

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