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ACWX Holdings Changes image
This page summarizes the ACWX holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2019 period, comparing share count change from 12/31/2018 to 3/31/2019. Share count is compared over these two periods to provide an indication of whether ACWX is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer12/31/2018
 Share Count 
3/31/2019
 Share Count 
Change% Change
13F Filers Increasing ACWX Share Count
Veritable L.P. 217,616 1,087,969 +870,353 +399.95%
Factory Mutual Insurance Co. 1,230,000 5,439,000 +4,209,000 +342.20%
Legacy Private Trust Co. 57,567 243,126 +185,559 +322.34%
Allen Investment Management LLC 34,257 126,132 +91,875 +268.19%
Massey Quick Simon & CO. LLC 38,989 127,261 +88,272 +226.40%
Strategic Wealth Partners Ltd. 1,432 3,554 +2,122 +148.18%
Envestnet Asset Management Inc. 263,253 616,788 +353,535 +134.29%
Thrivent Financial for Lutherans 68,676 145,631 +76,955 +112.06%
Texas Yale Capital Corp. 29,840 59,680 +29,840 +100.00%
GYL Financial Synergies LLC 10,222 17,088 +6,866 +67.17%
Gs Investments Inc. 15 25 +10 +66.67%
Wellington Management Group LLP 296,369 487,126 +190,757 +64.36%
Royal Bank of Canada 1,152,267 1,830,253 +677,986 +58.84%
Ladenburg Thalmann Financial Services Inc. 40,525 61,681 +21,156 +52.20%
Advisor Group Inc. 14,820 22,231 +7,411 +50.01%
Dorsey & Whitney Trust CO LLC 5,278 7,518 +2,240 +42.44%
First Washington CORP 5,278 7,518 +2,240 +42.44%
Dakota Wealth Management 13,385 17,847 +4,462 +33.34%
Johnson Financial Group Inc. 881,484 1,173,378 +291,894 +33.11%
B. Riley Wealth Management Inc. 11,917 15,310 +3,393 +28.47%
Renaissance Technologies LLC 21,500 26,300 +4,800 +22.33%
MML Investors Services LLC 111,707 136,619 +24,912 +22.30%
GM Advisory Group Inc. 98,933 119,005 +20,072 +20.29%
South Texas Money Management Ltd. 34,887 41,346 +6,459 +18.51%
Hallmark Capital Management Inc. 19,831 23,212 +3,381 +17.05%
Interactive Financial Advisors 61,046 68,454 +7,408 +12.14%
First National Bank of Omaha 18,806 21,050 +2,244 +11.93%
Mariner LLC 430,654 481,356 +50,702 +11.77%
Whittier Trust Co. 197,435 219,098 +21,663 +10.97%
Cambridge Investment Research Advisors Inc. 70,895 78,275 +7,380 +10.41%
Janney Montgomery Scott LLC 62,121 68,567 +6,446 +10.38%
BancorpSouth Bank 285,800 314,601 +28,801 +10.08%
Harvest Capital Management Inc 453,460 490,260 +36,800 +8.12%
HighTower Advisors LLC 279,953 302,535 +22,582 +8.07%
BOKF NA 581,342 627,251 +45,909 +7.90%
FCG Advisors LLC 24,170 26,071 +1,901 +7.87%
ARS Investment Partners LLC 56,929 61,383 +4,454 +7.82%
Valeo Financial Advisors LLC 8,461 8,927 +466 +5.51%
Fiduciary Trust Co. 227,345 238,865 +11,520 +5.07%
Community Bank N.A. 6,000 6,300 +300 +5.00%
German American Bancorp Inc. 677,759 705,910 +28,151 +4.15%
Buffington Mohr McNeal 7,820 8,140 +320 +4.09%
US Bancorp DE 251,572 261,247 +9,675 +3.85%
Wilbanks Smith & Thomas Asset Management LLC 18,486 19,183 +697 +3.77%
FMR LLC 7,815 8,073 +258 +3.30%
Brickley Wealth Management 6,939 7,161 +222 +3.20%
Bank of Montreal Can 59,755 61,210 +1,455 +2.43%
First Midwest Bank Trust Division 64,259 65,634 +1,375 +2.14%
Waldron Private Wealth LLC 16,178 16,523 +345 +2.13%
Bailard Inc. 165,318 168,714 +3,396 +2.05%
Scotia Capital Inc. 8,193 8,356 +163 +1.99%
Parsons Capital Management Inc. RI 31,825 32,455 +630 +1.98%
Parallel Advisors LLC 58 59 +1 +1.72%
Blue Chip Partners Inc. 9,220 9,360 +140 +1.52%
Sheets Smith Wealth Management 56,876 57,605 +729 +1.28%
Pitcairn Co. 36,289 36,748 +459 +1.26%
Calamos Wealth Management LLC 223,548 226,341 +2,793 +1.25%
Capital Investment Advisors LLC 1,503,569 1,516,263 +12,694 +0.84%
Goelzer Investment Management Inc. 856,416 863,417 +7,001 +0.82%
Tlwm 419,969 423,360 +3,391 +0.81%
BT Wealth Management LLC 4,606 4,640 +34 +0.74%
Graves Light Private Wealth Management Inc. 57,731 57,931 +200 +0.35%
Wesbanco Bank Inc. 87,824 88,104 +280 +0.32%
St. Louis Trust Co 182,755 183,081 +326 +0.18%
First Commonwealth Financial Corp PA 7,024 7,033 +9 +0.13%
Martin & Co. Inc. TN 161,314 161,487 +173 +0.11%
QCI Asset Management Inc. NY 1,865 1,866 +1 +0.05%
Cahaba Wealth Management Inc. 35,199 35,216 +17 +0.05%
Berman Capital Advisors LLC 25,435 25,448 +13 +0.05%
Kore Private Wealth LLC 86,739 86,779 +40 +0.05%
Regal Wealth Group Inc. 2,970 2,971 +1 +0.03%
VERITY Wealth Advisors 79,202 79,228 +26 +0.03%
Twin Focus Capital Partners LLC 25,679 25,680 +1 +0.00%
13F Filers Reporting New Positions In ACWX
Proequities Inc. 0 0 UNCH 100%
Pinnacle Associates Ltd. 0 17,940 +17,940 +100%
Comerica Bank 0 6,721 +6,721 +100%
Ameritas Investment Corp 0 41 +41 +100%
Murphy Capital Management Inc. 0 4,450 +4,450 +100%
Park Avenue Securities LLC 0 50,272 +50,272 +100%
Mitchell Capital Management Co. 0 14,836 +14,836 +100%
Paloma Partners Management Co 0 42,563 +42,563 +100%
Millennium Management LLC 0 39,017 +39,017 +100%
CIBC Private Wealth Group LLC 0 10,373 +10,373 +100%
SOL Capital Management CO 0 4,500 +4,500 +100%
Beaumont Financial Partners LLC 0 218,815 +218,815 +100%
Arlington Partners LLC 0 986 +986 +100%
Marquette Asset Management LLC 0 148 +148 +100%
Jaffetilchin Investment Partners LLC 0 21,488 +21,488 +100%
Citadel Advisors LLC 0 902,642 +902,642 +100%
Susquehanna International Group LLP 0 47,963 +47,963 +100%
United Capital Financial Advisers LLC 0 6,076 +6,076 +100%
Flow Traders U.S. LLC 0 139,999 +139,999 +100%
DRW Securities LLC 0 78,883 +78,883 +100%
Tower Research Capital LLC TRC 0 3,097 +3,097 +100%
Cetera Advisors LLC 0 100 +100 +100%
Merriman Wealth Management LLC 0 84,620 +84,620 +100%
Advisory Alpha LLC 0 145 +145 +100%
Jane Street Group LLC 0 639,006 +639,006 +100%
Pinnacle Wealth Management Advisory Group LLC 0 13,890 +13,890 +100%
Rehmann Capital Advisory Group 0 1,266 +1,266 +100%
Kovitz Investment Group Partners LLC 0 6,475 +6,475 +100%
TRUE Private Wealth Advisors 0 39,435 +39,435 +100%
Wellesley Investment Partners LLC 0 7,060 +7,060 +100%
Guidant Wealth Advisors 0 1,000 +1,000 +100%
Patriot Financial Group Insurance Agency LLC 0 212 +212 +100%
Cpwm LLC 0 22,811 +22,811 +100%
WP Advisors LLC 0 525 +525 +100%
Global Financial Private Capital LLC 0 5,698 +5,698 +100%
Trustcore Financial Services LLC 0 1,200 +1,200 +100%
Windsor Group LTD 0 8,747 +8,747 +100%
Beacon Pointe Advisors LLC 0 4,593 +4,593 +100%
Full Sail Capital LLC 0 6,200 +6,200 +100%
SlateStone Wealth LLC 0 36,775 +36,775 +100%
Golden State Wealth Management LLC 0 194 +194 +100%
13F Filers With Unchanged Share Count
Barclays PLC 2,312 2,312 UNCH 0.00%
Teachers Retirement System of The State of Kentucky 575 575 UNCH 0.00%
New York State Common Retirement Fund 13,365 13,365 UNCH 0.00%
Johnson Investment Counsel Inc. 101,455 101,455 UNCH 0.00%
Clearstead Advisors LLC 43,187 43,187 UNCH 0.00%
M.D. Sass Investors Services Inc. 28,500 28,500 UNCH 0.00%
UMB Bank N A MO 9,222 9,222 UNCH 0.00%
Foster Dykema Cabot & Co. Inc. MA 12,107 12,107 UNCH 0.00%
Dimension Capital Management LLC 11,066 11,066 UNCH 0.00%
Ameritas Investment Partners Inc. 124 124 UNCH 0.00%
Hanseatic Management Services Inc. 231 231 UNCH 0.00%
Woodmont Investment Counsel LLC 7,600 7,600 UNCH 0.00%
Advisors Capital Management LLC 200,910 200,910 UNCH 0.00%
AlphaMark Advisors LLC 420 420 UNCH 0.00%
Blue Bell Private Wealth Management LLC 200 200 UNCH 0.00%
CLS Investments LLC 7,022 7,022 UNCH 0.00%
Reilly Financial Advisors LLC 23 23 UNCH 0.00%
LaFleur & Godfrey LLC 3,690 3,690 UNCH 0.00%
Brown Advisory Securities LLC 15,233 15,233 UNCH 0.00%
AdvisorNet Financial Inc 625 625 UNCH 0.00%
Perella Weinberg Partners Capital Management LP 19,170 19,170 UNCH 0.00%
WealthTrust Fairport LLC 5,394 5,394 UNCH 0.00%
Aspiriant LLC 119,370 119,370 UNCH 0.00%
Atlas Capital Advisors LLC 475 475 UNCH 0.00%
Live Your Vision LLC 746 746 UNCH 0.00%
First Business Financial Services Inc. 4,987 4,987 UNCH 0.00%
Lowe Wealth Advisors LLC 1,910 1,910 UNCH 0.00%
Main Management LLC 30,000 30,000 UNCH 0.00%
TCI Wealth Advisors Inc. 56 56 UNCH 0.00%
Capital Advisors Ltd. LLC 429 429 UNCH 0.00%
Tortoise Investment Management LLC 5,640 5,640 UNCH 0.00%
MCF Advisors LLC 2,910 2,910 UNCH 0.00%
Lakeview Capital Partners LLC 6,175 6,175 UNCH 0.00%
Baird Financial Group Inc. 6,857 6,857 UNCH 0.00%
Moisand Fitzgerald Tamayo LLC 1,215 1,215 UNCH 0.00%
Quadrant Capital Group LLC 14,846 14,846 UNCH 0.00%
Bronfman E.L. Rothschild L.P. 122 122 UNCH 0.00%
Cribstone Capital Management LLC 15 15 UNCH 0.00%
Parker Investment Management LLC 4,967 4,967 UNCH 0.00%
Institutional & Family Asset Management LLC 30 30 UNCH 0.00%
Wealthcare Advisory Partners LLC 220 220 UNCH 0.00%
Sterling Investment Advisors Ltd. 159 159 UNCH 0.00%
SeaCrest Wealth Management LLC 124 124 UNCH 0.00%
Spence Asset Management 2,731 2,731 UNCH 0.00%
Bedel Financial Consulting Inc. 5,573 5,573 UNCH 0.00%
Sound Income Strategies LLC 206 206 UNCH 0.00%
CNB Bank 10,880 10,880 UNCH 0.00%
Private Capital Group LLC 720 720 UNCH 0.00%
LFA Lugano Financial Advisors SA 1,148 1,148 UNCH 0.00%
Pflug Koory LLC 25 25 UNCH 0.00%
Cresset Asset Management LLC 26,348 26,348 UNCH 0.00%
Lehman & Derafelo Financial Resources LLC 2,200 2,200 UNCH 0.00%
13F Filers Decreasing ACWX Share Count
Arbor Wealth Management LLC 5,206 34 -5,172 -99.35%
Schafer Cullen Capital Management Inc 2,134,449 22,115 -2,112,334 -98.96%
Shelton Capital Management 38,359 420 -37,939 -98.91%
Front Row Advisors LLC 3,320 129 -3,191 -96.11%
Parametric Portfolio Associates LLC 117,237 4,890 -112,347 -95.83%
Freestone Capital Holdings LLC 156,885 11,344 -145,541 -92.77%
Stifel Financial Corp 147,940 12,624 -135,316 -91.47%
Epstein & White Financial LLC 82,312 8,307 -74,005 -89.91%
Bank of America Corp DE 27,012,906 3,544,779 -23,468,127 -86.88%
BB&T Securities LLC 46,378 6,939 -39,439 -85.04%
HBK Sorce Advisory LLC 62,933 9,769 -53,164 -84.48%
Wells Fargo & Company MN 2,807,349 632,983 -2,174,366 -77.45%
M&T Bank Corp 30,788 7,026 -23,762 -77.18%
Next Capital Management LLC 6,825 1,850 -4,975 -72.89%
Prudential Financial Inc. 42,630 12,000 -30,630 -71.85%
Well Done LLC 62,636 17,712 -44,924 -71.72%
Atria Investments LLC 73,209 21,628 -51,581 -70.46%
CIBC World Markets Inc. 58,956 19,311 -39,645 -67.25%
Avalon Advisors LLC 14,807 5,096 -9,711 -65.58%
Haverford Trust Co. 1,254,931 432,597 -822,334 -65.53%
Zeke Capital Advisors LLC 954,034 336,471 -617,563 -64.73%
Colony Group LLC 403,900 150,110 -253,790 -62.83%
Commonwealth Equity Services LLC 262,862 99,825 -163,037 -62.02%
IFP Advisors Inc 8,591 3,315 -5,276 -61.41%
Todd Asset Management LLC 112,541 44,391 -68,150 -60.56%
Signaturefd LLC 280,057 117,260 -162,797 -58.13%
Lazard Asset Management LLC 315,815 133,948 -181,867 -57.59%
PNC Financial Services Group Inc. 8,006 3,662 -4,344 -54.26%
Northern Trust Corp 19,540 9,230 -10,310 -52.76%
Citigroup Inc. 2,824 1,404 -1,420 -50.28%
Goldman Sachs Group Inc. 1,983,557 997,967 -985,590 -49.69%
BlackRock Inc. 1,747,222 960,823 -786,399 -45.01%
Fifth Third Bancorp 3,454 1,945 -1,509 -43.69%
Birch Hill Investment Advisors LLC 15,365 8,715 -6,650 -43.28%
LPL Financial LLC 94,484 54,153 -40,331 -42.69%
Blue Edge Capital LLC 9,049 5,250 -3,799 -41.98%
DiMeo Schneider & Associates L.L.C. 56,350 32,791 -23,559 -41.81%
UBS Group AG 3,586,344 2,104,044 -1,482,300 -41.33%
Deutsche Bank AG 3,556 2,140 -1,416 -39.82%
Hapanowicz & Associates Financial Services Inc 64,409 39,823 -24,586 -38.17%
Glenmede Trust Co. NA 1,665,637 1,046,448 -619,189 -37.17%
Parallax Volatility Advisers L.P. 3 2 -1 -33.33%
Round Table Services LLC 25,283 17,160 -8,123 -32.13%
JPMorgan Chase & Co. 256,738 179,776 -76,962 -29.98%
Northwestern Mutual Wealth Management Co. 1,021 721 -300 -29.38%
Advisory Resource Group 318,916 225,735 -93,181 -29.22%
Strategic Wealth Partners Group LLC 262,518 187,304 -75,214 -28.65%
Ameriprise Financial Inc. 76,473 57,788 -18,685 -24.43%
Brightworth 30,947 23,487 -7,460 -24.11%
Synovus Financial Corp 315,693 240,298 -75,395 -23.88%
Calamos Advisors LLC 22,521 17,294 -5,227 -23.21%
Karpus Management Inc. 85,912 67,492 -18,420 -21.44%
Captrust Financial Advisors 64,231 50,482 -13,749 -21.41%
CWM LLC 4,221 3,324 -897 -21.25%
Sontag Advisory LLC 5,814 4,592 -1,222 -21.02%
Wetherby Asset Management Inc. 116,315 92,110 -24,205 -20.81%
Ferguson Wellman Capital Management Inc. 75,528 61,412 -14,116 -18.69%
Edge Capital Group LLC 50,303 40,944 -9,359 -18.61%
Cobblestone Capital Advisors LLC NY 25,850 21,155 -4,695 -18.16%
Clear Investment Research LLC 1,542 1,274 -268 -17.38%
Baker Avenue Asset Management LP 42,381 35,100 -7,281 -17.18%
Telemus Capital LLC 6,534 5,453 -1,081 -16.54%
Norris Perne & French LLP MI 6,837 5,822 -1,015 -14.85%
Milestone Group Inc. 19,062 16,736 -2,326 -12.20%
Accuvest Global Advisors 71,664 62,972 -8,692 -12.13%
GenTrust LLC 10,060 8,860 -1,200 -11.93%
Sawtooth Solutions LLC 5,356 4,738 -618 -11.54%
Raymond James & Associates 939,801 831,721 -108,080 -11.50%
Franklin Resources Inc. 213,949 189,810 -24,139 -11.28%
Morgan Stanley 3,592,521 3,190,855 -401,666 -11.18%
Regions Financial Corp 1,626,278 1,463,236 -163,042 -10.03%
WealthBridge Capital Management LLC 8,322 7,512 -810 -9.73%
Ffcm LLC 106 96 -10 -9.43%
Nottingham Advisors Inc. 7,448 6,798 -650 -8.73%
Bank of New York Mellon Corp 10,995 10,045 -950 -8.64%
Guidance Point Advisors LLC 7,893 7,269 -624 -7.91%
Blair William & Co. IL 10,581 9,745 -836 -7.90%
Stonebridge Capital Advisors LLC 76,300 70,470 -5,830 -7.64%
Prio Wealth Limited Partnership 168,336 155,736 -12,600 -7.49%
Badgley Phelps & Bell Inc. 35,373 32,923 -2,450 -6.93%
Raymond James Financial Services Advisors Inc. 125,208 116,906 -8,302 -6.63%
Financial Advisors LLC 8,641 8,116 -525 -6.08%
Ariel Investments LLC 244,922 230,119 -14,803 -6.04%
Horan Securities Inc. 1,115 1,049 -66 -5.92%
First Republic Investment Management Inc. 709,637 669,330 -40,307 -5.68%
Cim LLC 54,653 51,708 -2,945 -5.39%
FTB Advisors Inc. 41,740 39,522 -2,218 -5.31%
Hsbc Holdings PLC 149,615 142,916 -6,699 -4.48%
Roble Belko & Company Inc 60,383 58,118 -2,265 -3.75%
JFS Wealth Advisors LLC 27,766 26,762 -1,004 -3.62%
Country Club Trust Company n.a. 60,439 58,534 -1,905 -3.15%
Advisory Services Network LLC 27,550 26,736 -814 -2.95%
Fiera Capital Corp 181,044 175,752 -5,292 -2.92%
Smith & Howard Wealth Management LLC 651,136 633,447 -17,689 -2.72%
Hudock Capital Group LLC 3,160 3,084 -76 -2.41%
King Luther Capital Management Corp 341,936 334,210 -7,726 -2.26%
Hancock Whitney Corp 187,626 183,496 -4,130 -2.20%
Raymond James Trust N.A. 14,889 14,584 -305 -2.05%
AMG National Trust Bank 2,229,544 2,184,617 -44,927 -2.02%
BCJ Capital Management LLC 14,386 14,110 -276 -1.92%
Roundview Capital LLC 5,931 5,828 -103 -1.74%
Boston Advisors LLC 255,904 251,513 -4,391 -1.72%
Creative Planning 219,417 216,003 -3,414 -1.56%
Sageworth Trust Co 132,540 130,617 -1,923 -1.45%
Brown Advisory Inc. 371,389 365,994 -5,395 -1.45%
Ausdal Financial Partners Inc. 117,996 116,297 -1,699 -1.44%
Bessemer Group Inc. 111,844 110,759 -1,085 -0.97%
Modera Wealth Management LLC 14,205 14,094 -111 -0.78%
Whittier Trust Co. of Nevada Inc. 184,075 182,953 -1,122 -0.61%
Tolleson Wealth Management Inc. 140,071 139,523 -548 -0.39%
Executive Wealth Management LLC 3,129 3,118 -11 -0.35%
AllSquare Wealth Management LLC 19,014 18,949 -65 -0.34%
Cibc Bank USA 19,832 19,782 -50 -0.25%
Stratos Wealth Partners LTD. 5,400 5,389 -11 -0.20%
NTV Asset Management LLC 81,400 81,300 -100 -0.12%
13F Filers Exiting ACWX
Actinver Wealth Management Inc. 893,533 0 -893,533 -100.00%
Claro Advisors LLC 376 0 -376 -100.00%
Global Retirement Partners LLC 269 0 -269 -100.00%
Rockefeller Capital Management L.P. 13,644 0 -13,644 -100.00%
We Are One Seven LLC 1,944 0 -1,944 -100.00%
Claybrook Capital LLC 62,636 0 -62,636 -100.00%
Atlantic Trust LLC 2,500 0 -2,500 -100.00%
AE Wealth Management LLC 5,356 0 -5,356 -100.00%
Asset Planning Services Ltd. 499 0 -499 -100.00%
American Financial Network Advisory Services LLC 4,870 0 -4,870 -100.00%
Mosaic Family Wealth LLC 665 0 -665 -100.00%
CMH Wealth Management LLC 11,690 0 -11,690 -100.00%
Lido Advisors LLC 6,799 0 -6,799 -100.00%
Ropes Wealth Advisors LLC 2,000 0 -2,000 -100.00%
Patten Group Inc. 151 0 -151 -100.00%
Hansberger Growth Investors LP 99,656 0 -99,656 -100.00%
RPg Family Wealth Advisory LLC 14,775 0 -14,775 -100.00%
Cerity Partners LLC 13,450 0 -13,450 -100.00%
Thiel Macro LLC 200,000 0 -200,000 -100.00%
Cornerstone Advisors Inc. 464 0 -464 -100.00%
Brinker Capital Inc. 35,501 0 -35,501 -100.00%
NorthCoast Asset Management LLC 5,417 0 -5,417 -100.00%
O Shaughnessy Asset Management LLC 29,575 0 -29,575 -100.00%
Dorsey Wright & Associates 58,842 0 -58,842 -100.00%
Clark Capital Management Group Inc. 15,500 0 -15,500 -100.00%
Steinberg Global Asset Management 6,867 0 -6,867 -100.00%
Quantum Capital Management 8,901 0 -8,901 -100.00%
Green Square Capital LLC 690,890 0 -690,890 -100.00%
Thornburg Investment Management Inc. 17,417 0 -17,417 -100.00%
Thomas White International Ltd. 379,096 0 -379,096 -100.00%
Signature Estate & Investment Advisors LLC 9,121 0 -9,121 -100.00%
WCM Investment Management LLC 4,770 0 -4,770 -100.00%
Brandes Investment Partners LP 259,851 0 -259,851 -100.00%
Renaissance Group LLC 5,629 0 -5,629 -100.00%
Harding Loevner LP 970,936 0 -970,936 -100.00%
Mckinley Capital Management LLC Delaware 11,399 0 -11,399 -100.00%
Suntrust Banks Inc. 10,333 0 -10,333 -100.00%
Mid Atlantic Financial Management Inc. ADV 9,692 0 -9,692 -100.00%
Huntington National Bank 450 0 -450 -100.00%

See Summary: Institutional Holders of ACWX
See Details: Top 10 Hedge Funds Holding ACWX

ACWX Holdings Changes | www.HoldingsChannel.com

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