HoldingsChannel.com
Funds Holding GWX
HolderAmountPosition Size
($ in 1000's)
 As of
State Street Corp3,537,772$80,555 03/31/2020
     GWX3,537,772$80,555 03/31/2020
Baystate Wealth Management LLC1,221,085$27,804 03/31/2020
     GWX1,221,085$27,804 03/31/2020
Assetmark Inc.819,942$18,670 03/31/2020
     GWX819,942$18,670 03/31/2020
Wealth Enhancement Advisory Services LLC578,240$14,456 03/31/2020
     GWX578,240$14,456 03/31/2020
Creative Planning621,819$14,159 03/31/2020
     GWX621,819$14,159 03/31/2020
Bank of America Corp DE591,016$13,458 03/31/2020
     GWX591,016$13,458 03/31/2020
Morgan Stanley455,361$10,368 03/31/2020
     GWX455,361$10,368 03/31/2020
Larson Financial Group LLC436,751$9,945 03/31/2020
     GWX436,751$9,945 03/31/2020
Commerce Bank408,037$9,291 03/31/2020
     GWX408,037$9,291 03/31/2020
N.E.W. Advisory Services LLC286,718$9,123 12/31/2019
     GWX286,718$9,123 12/31/2019
Carlson Capital Management304,521$7,446 03/31/2020
     GWX304,521$7,446 03/31/2020
Stifel Financial Corp310,032$7,065 03/31/2020
     GWX310,032$7,065 03/31/2020
Flow Traders U.S. LLC280,548$6,388 03/31/2020
     GWX280,548$6,388 03/31/2020
Envestnet Asset Management Inc.263,480$5,999 03/31/2020
     GWX263,480$5,999 03/31/2020
Landmark Bank187,945$5,988 12/31/2019
     GWX187,945$5,988 12/31/2019
Wells Fargo & Company MN256,715$5,845 03/31/2020
     GWX256,715$5,845 03/31/2020
Nicolet Advisory Services LLC242,973$5,532 03/31/2020
     GWX242,973$5,532 03/31/2020
Simmons Bank242,488$5,522 03/31/2020
     GWX242,488$5,522 03/31/2020
Savant Capital LLC219,566$5,000 03/31/2020
     GWX219,566$5,000 03/31/2020
Pure Financial Advisors Inc.206,654$4,706 03/31/2020
     GWX206,654$4,706 03/31/2020
Franklin Resources Inc.178,140$4,056 03/31/2020
     GWX178,140$4,056 03/31/2020
Global Financial Private Capital Inc171,438$3,904 03/31/2020
     GWX171,438$3,904 03/31/2020
PNC Financial Services Group Inc.146,925$3,346 03/31/2020
     GWX146,925$3,346 03/31/2020
Bellecapital International Ltd.136,800$3,115 03/31/2020
     GWX136,800$3,115 03/31/2020
UBS Group AG129,819$2,956 03/31/2020
     GWX129,819$2,956 03/31/2020
Royal Bank of Canada116,605$2,655 03/31/2020
     GWX116,605$2,655 03/31/2020
Keel Point LLC107,210$2,441 03/31/2020
     GWX107,210$2,441 03/31/2020
Ballentine Partners LLC104,142$2,371 03/31/2020
     GWX104,142$2,371 03/31/2020
Goldman Sachs Group Inc.91,865$2,092 03/31/2020
     GWX91,865$2,092 03/31/2020
Cullen Frost Bankers Inc.88,107$2,006 03/31/2020
     GWX88,107$2,006 03/31/2020
Townsquare Capital LLC78,447$1,938 03/31/2020
     GWX78,447$1,938 03/31/2020
Susquehanna International Group LLP71,395$1,626 03/31/2020
     GWX71,395$1,626 03/31/2020
LPL Financial LLC63,321$1,442 03/31/2020
     GWX63,321$1,442 03/31/2020
Efficient Advisors LLC61,879$1,409 03/31/2020
     GWX61,879$1,409 03/31/2020
Pinnacle Wealth Planning Services Inc.68,812$1,404 03/31/2020
     GWX68,812$1,404 03/31/2020
Private Ocean LLC59,003$1,343 03/31/2020
     GWX59,003$1,343 03/31/2020
Strategic Wealth Partners Ltd.41,276$1,315 03/31/2020
     GWX41,276$1,315 03/31/2020
Advisor Group Holdings Inc.77,953$1,268 03/31/2020
     GWX77,953$1,268 03/31/2020
Aspire Private Capital LLC54,227$1,235 03/31/2020
     GWX54,227$1,235 03/31/2020
ARGI Investment Services LLC54,188$1,234 03/31/2020
     GWX54,188$1,234 03/31/2020
Resource Planning Group53,478$1,216 03/31/2020
     GWX53,478$1,216 03/31/2020
Cambridge Investment Research Advisors Inc.50,486$1,150 03/31/2020
     GWX50,486$1,150 03/31/2020
Alesco Advisors LLC46,959$1,069 03/31/2020
     GWX46,959$1,069 03/31/2020
Bank of New York Mellon Corp46,934$1,069 03/31/2020
     GWX46,934$1,069 03/31/2020
Raymond James Financial Services Advisors Inc.44,571$1,015 03/31/2020
     GWX44,571$1,015 03/31/2020
Advisor Group Inc.31,580$1,006 12/31/2019
     GWX31,580$1,006 12/31/2019
MAI Capital Management43,988$1,002 03/31/2020
     GWX43,988$1,002 03/31/2020
Commonwealth Equity Services LLC42,011$956 03/31/2020
     GWX42,011$956 03/31/2020
Moisand Fitzgerald Tamayo LLC41,614$948 03/31/2020
     GWX41,614$948 03/31/2020
Tobias Financial Advisors Inc.41,123$936 03/31/2020
     GWX41,123$936 03/31/2020
Valmark Advisers Inc.38,562$878 03/31/2020
     GWX38,562$878 03/31/2020
Pitcairn Co.38,324$872 03/31/2020
     GWX38,324$872 03/31/2020
AE Wealth Management LLC37,793$861 03/31/2020
     GWX37,793$861 03/31/2020
Jane Street Group LLC36,802$838 03/31/2020
     GWX36,802$838 03/31/2020
Ladenburg Thalmann Financial Services Inc.25,985$824 12/31/2019
     GWX25,985$824 12/31/2019
Premise Capital LLC35,481$808 03/31/2020
     GWX35,481$808 03/31/2020
Probity Advisors Inc.35,019$797 03/31/2020
     GWX35,019$797 03/31/2020
Signet Financial Management LLC30,918$784 03/31/2020
     GWX30,918$784 03/31/2020
AlphaStar Capital Management LLC33,412$775 03/31/2020
     GWX33,412$775 03/31/2020
Rinet Co LLC33,792$769 03/31/2020
     GWX33,792$769 03/31/2020
Comerica Bank31,093$760 03/31/2020
     GWX31,093$760 03/31/2020
People s United Financial Inc.33,223$756 03/31/2020
     GWX33,223$756 03/31/2020
Stonehearth Capital Management LLC32,124$731 03/31/2020
     GWX32,124$731 03/31/2020
TPG Financial Advisors LLC32,088$731 03/31/2020
     GWX32,088$731 03/31/2020
Lucia Wealth Services LLC31,041$707 03/31/2020
     GWX31,041$707 03/31/2020
One Capital Management LLC30,889$703 03/31/2020
     GWX30,889$703 03/31/2020
Boston Standard Wealth Management LLC32,003$694 03/31/2020
     GWX32,003$694 03/31/2020
Segall Bryant & Hamill LLC28,796$658 03/31/2020
     GWX28,796$658 03/31/2020
HighTower Advisors LLC28,816$657 03/31/2020
     GWX28,816$657 03/31/2020
United Capital Financial Advisers LLC27,699$631 03/31/2020
     GWX27,699$631 03/31/2020
Truist Financial Corp26,826$611 03/31/2020
     GWX26,826$611 03/31/2020
Valtinson Bruner Financial Planning LLC24,608$608 03/31/2020
     GWX24,608$608 03/31/2020
StrategIQ Financial Group LLC26,235$597 03/31/2020
     GWX26,235$597 03/31/2020
Atria Investments LLC26,126$595 03/31/2020
     GWX26,126$595 03/31/2020
Financial Strategies Group Inc.26,034$593 03/31/2020
     GWX26,034$593 03/31/2020
Park Avenue Securities LLC25,182$573 03/31/2020
     GWX25,182$573 03/31/2020
Captrust Financial Advisors25,800$560 03/31/2020
     GWX25,800$560 03/31/2020
3D Asset Management Inc.24,167$550 03/31/2020
     GWX24,167$550 03/31/2020
Aspiriant LLC23,737$540 03/31/2020
     GWX23,737$540 03/31/2020
Brand Asset Management Group Inc.23,503$535 03/31/2020
     GWX23,503$535 03/31/2020
Northern Trust Corp22,455$512 03/31/2020
     GWX22,455$512 03/31/2020
RFG Advisory LLC20,564$468 03/31/2020
     GWX20,564$468 03/31/2020
Smith Moore & CO.20,355$463 03/31/2020
     GWX20,355$463 03/31/2020
Regentatlantic Capital LLC19,033$433 03/31/2020
     GWX19,033$433 03/31/2020
Accredited Investors Inc.18,713$426 03/31/2020
     GWX18,713$426 03/31/2020
Equitable Holdings Inc.18,187$414 03/31/2020
     GWX18,187$414 03/31/2020
Asset Dedication LLC18,069$408 03/31/2020
     GWX18,069$408 03/31/2020
ELM Advisors LLC16,720$381 03/31/2020
     GWX16,720$381 03/31/2020
Financial Consulate Inc.15,023$342 03/31/2020
     GWX15,023$342 03/31/2020
Hayden Royal LLC10,748$327 12/31/2019
     GWX10,748$327 12/31/2019
Managed Account Services Inc.15,141$325 03/31/2020
     GWX15,141$325 03/31/2020
GFS Advisors LLC14,093$321 03/31/2020
     GWX14,093$321 03/31/2020
Principal Financial Group Inc.13,708$312 03/31/2020
     GWX13,708$312 03/31/2020
Paracle Advisors LLC13,457$306 03/31/2020
     GWX13,457$306 03/31/2020
TCI Wealth Advisors Inc.13,347$304 03/31/2020
     GWX13,347$304 03/31/2020
Outlook Wealth Advisors LLC13,321$303 03/31/2020
     GWX13,321$303 03/31/2020
Paradigm Financial Advisors LLC13,263$302 03/31/2020
     GWX13,263$302 03/31/2020
Csenge Advisory Group13,159$300 03/31/2020
     GWX13,159$300 03/31/2020
Aveo Capital Partners LLC13,013$296 03/31/2020
     GWX13,013$296 03/31/2020
Mission Wealth Management LP12,989$296 03/31/2020
     GWX12,989$296 03/31/2020
Cerity Partners LLC12,375$282 03/31/2020
     GWX12,375$282 03/31/2020
Weil Company Inc.12,303$280 03/31/2020
     GWX12,303$280 03/31/2020
Buckingham Asset Management LLC12,080$275 03/31/2020
     GWX12,080$275 03/31/2020
Natixis Advisors L.P.11,835$269 03/31/2020
     GWX11,835$269 03/31/2020
Citigroup Inc.11,686$266 03/31/2020
     GWX11,686$266 03/31/2020
Bay Harbor Wealth Management LLC11,589$264 03/31/2020
     GWX11,589$264 03/31/2020
Enterprise Financial Services Corp11,569$263 03/31/2020
     GWX11,569$263 03/31/2020
Grimes & Company Inc.11,456$261 03/31/2020
     GWX11,456$261 03/31/2020
Virtu Financial LLC8,082$257 12/31/2019
     GWX8,082$257 12/31/2019
Sawtooth Solutions LLC11,122$253 03/31/2020
     GWX11,122$253 03/31/2020
Key Financial Inc10,585$242 03/31/2020
     GWX10,585$242 03/31/2020
Arete Wealth Management LLC10,371$236 03/31/2020
     GWX10,371$236 03/31/2020
First Allied Advisory Services Inc.10,332$235 03/31/2020
     GWX10,332$235 03/31/2020
Strategic Investment Advisors MI10,333$235 03/31/2020
     GWX10,333$235 03/31/2020
Edmonds Duncan Registered Investment Advisors LLC10,073$229 03/31/2020
     GWX10,073$229 03/31/2020
GeoWealth Management LLC9,416$214 03/31/2020
     GWX9,416$214 03/31/2020
Blair William & Co. IL8,333$190 03/31/2020
     GWX8,333$190 03/31/2020
Bank of Montreal Can8,161$180 03/31/2020
     GWX8,161$180 03/31/2020
Capital Asset Advisory Services LLC5,112$129 03/31/2020
     GWX5,112$129 03/31/2020
Accurate Investment Solutions Inc.5,613$128 03/31/2020
     GWX5,613$128 03/31/2020
First Horizon Advisors Inc.4,801$109 03/31/2020
     GWX4,801$109 03/31/2020
Belpointe Asset Management LLC3,329$106 12/31/2019
     GWX3,329$106 12/31/2019
Squar Milner Financial Services LLC4,088$93 03/31/2020
     GWX4,088$93 03/31/2020
Capital Advisors Ltd. LLC3,825$87 03/31/2020
     GWX3,825$87 03/31/2020
Nelson Van Denburg & Campbell Wealth Management Group LLC3,744$85 03/31/2020
     GWX3,744$85 03/31/2020
Parallel Advisors LLC3,720$84 03/31/2020
     GWX3,720$84 03/31/2020
Capital Directions Investment Advisors LLC3,623$82 03/31/2020
     GWX3,623$82 03/31/2020
PrairieView Partners LLC3,471$79 03/31/2020
     GWX3,471$79 03/31/2020
Ambassador Advisors LLC3,291$75 03/31/2020
     GWX3,291$75 03/31/2020
Sowell Financial Services LLC2,836$65 03/31/2020
     GWX2,836$65 03/31/2020
Fifth Third Bancorp2,761$63 03/31/2020
     GWX2,761$63 03/31/2020
Crewe Advisors LLC2,310$53 03/31/2020
     GWX2,310$53 03/31/2020
Capital Analysts LLC1,835$42 03/31/2020
     GWX1,835$42 03/31/2020
Creative Financial Designs Inc. ADV1,722$39 03/31/2020
     GWX1,722$39 03/31/2020
Allworth Financial LP1,510$34 03/31/2020
     GWX1,510$34 03/31/2020
US Bancorp DE1,415$32 03/31/2020
     GWX1,415$32 03/31/2020
Golden State Wealth Management LLC1,354$31 03/31/2020
     GWX1,354$31 03/31/2020
Glenmede Trust Co. NA790$25 03/31/2020
     GWX790$25 03/31/2020
TI Trust Inc.793$25 12/31/2019
     GWX793$25 12/31/2019
Financial Architects Inc1,000$23 03/31/2020
     GWX1,000$23 03/31/2020
Patriot Financial Group Insurance Agency LLC1,012$23 03/31/2020
     GWX1,012$23 03/31/2020
Bedel Financial Consulting Inc.1,021$23 03/31/2020
     GWX1,021$23 03/31/2020
IFP Advisors Inc866$19 03/31/2020
     GWX866$19 03/31/2020
Cranbrook Wealth Management LLC733$17 03/31/2020
     GWX733$17 03/31/2020
Stearns Financial Services Group713$16 03/31/2020
     GWX713$16 03/31/2020
Ameritas Investment Company LLC680$15 03/31/2020
     GWX680$15 03/31/2020
Truewealth LLC654$15 03/31/2020
     GWX654$15 03/31/2020
Advisory Alpha LLC585$14 03/31/2020
     GWX585$14 03/31/2020
NEXT Financial Group Inc580$13 03/31/2020
     GWX580$13 03/31/2020
Citizens Financial Group Inc RI451$10 03/31/2020
     GWX451$10 03/31/2020
AdvisorNet Financial Inc382$9 03/31/2020
     GWX382$9 03/31/2020
HHM Wealth Advisors LLC398$9 03/31/2020
     GWX398$9 03/31/2020
tru Independence LLC293$9 03/31/2020
     GWX293$9 03/31/2020
Farmers & Merchants Investments Inc.360$8 03/31/2020
     GWX360$8 03/31/2020
CWM LLC363$8 03/31/2020
     GWX363$8 03/31/2020
AllSquare Wealth Management LLC335$8 03/31/2020
     GWX335$8 03/31/2020
San Francisco Sentry Investment Group CA274$6 03/31/2020
     GWX274$6 03/31/2020
Orion Portfolio Solutions LLC279$6 03/31/2020
     GWX279$6 03/31/2020
Covington Capital Management213$5 03/31/2020
     GWX213$5 03/31/2020
FMR LLC200$4 03/31/2020
     GWX200$4 03/31/2020
Massmutual Trust Co. FSB ADV86$2 03/31/2020
     GWX86$2 03/31/2020
Aptus Capital Advisors LLC126$2 03/31/2020
     GWX126$2 03/31/2020
Evoke Wealth LLC88$2 03/31/2020
     GWX88$2 03/31/2020
Tsfg LLC70$2 03/31/2020
     GWX70$2 03/31/2020
Transamerica Financial Advisors Inc.6$1 03/31/2020
     GWX6$1 03/31/2020
Boston Private Wealth LLC65$1 03/31/2020
     GWX65$1 03/31/2020
Capital Investment Advisory Services LLC45$1 03/31/2020
     GWX45$1 03/31/2020
First Command Bank28$1 03/31/2020
     GWX28$1 03/31/2020
First Command Financial Services Inc.28$1 03/31/2020
     GWX28$1 03/31/2020
Vectors Research Management LLC65$1 03/31/2020
     GWX65$1 03/31/2020
Prestige Wealth Management Group LLC53$1 03/31/2020
     GWX53$1 03/31/2020
Procyon Private Wealth Partners LLC50$1 03/31/2020
     GWX50$1 03/31/2020
Proequities Inc.0$0 03/31/2020
     GWX0$0 03/31/2020
BlackRock Inc.15$0 03/31/2020
     GWX15$0 03/31/2020
Wealthcare Advisory Partners LLC14$0 03/31/2020
     GWX14$0 03/31/2020

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

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