Among active 13F managers last quarter, 1 opened and 15 added, while 14 reduced; the largest holder to move was Wilmington Savings Fund Society, FSB (−7.5%).
246 tracked 13F filers disclose a position in GWX as of the latest SEC 13F filings, a combined $557.6M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.3M | $53.3M | ▲+3.4% Added · +42K sh | Q1 2026 | |
| 2 | Envestnet Asset Management Inc | 865K | $36.5M | ▲+8.8% Added · +70K sh | Q1 2026 | |
| 3 | Savant Capital, LLC | 656K | $28.2M | ▲+99% Added · +326K sh | Q2 2026 | |
| 4 | Envestnet Portfolio Solutions, Inc. | 633K | $27.7M | ▲+7.2% Added · +43K sh | Q2 2026 | |
| 5 | Bank Of America Corp | 580K | $24.5M | ▼~0% Reduced · −215 sh | Q1 2026 | |
| 6 | Cetera Investment Advisers | 550K | $23.2M | ▲+0.3% Added · +2K sh | Q1 2026 | |
| 7 | Wilmington Savings Fund Society, FSB | 503K | $22.0M | ▼−7.5% Reduced · −41K sh | Q2 2026 | |
| 8 | Osaic Holdings, Inc. | 497K | $21.0M | ▲+1.2% Added · +6K sh | Q1 2026 | |
| 9 | TIAA-CREF Individual & Institutional Services, LLC | 456K | $19.9M | ▲+8.7% Added · +36K sh | Q2 2026 | |
| 10 | AssetMark, Inc | 443K | $19.4M | ▼−1.8% Reduced · −8K sh | Q2 2026 | |
| 11 | Cerity Partners LLC | 338K | $14.3M | ▲+91% Added · +161K sh | Q1 2026 | |
| 12 | Wells Fargo & Company | 334K | $14.1M | ▼−1.6% Reduced · −5K sh | Q1 2026 | |
| 13 | Creative Planning | 274K | $11.6M | ▼−3.5% Reduced · −10K sh | Q1 2026 | |
| 14 | Morgan Stanley | 266K | $11.2M | ▲+3.7% Added · +9K sh | Q1 2026 | |
| 15 | Commerce Bank | 238K | $10.4M | ▲+9.0% Added · +20K sh | Q2 2026 | |
| 16 | N.E.W. Advisory Services LLC | 224K | $9.8M | ▼−2.1% Reduced · −5K sh | Q2 2026 | |
| 17 | FMR LLC | 175K | $7.7M | ▲+7.2% Added · +12K sh | Q2 2026 | |
| 18 | UBS Group AG | 134K | $5.7M | ▼−0.3% Reduced · −465 sh | Q1 2026 | |
| 19 | Mercer Global Advisors Inc | 129K | $5.4M | ▲24× Added · +124K sh | Q1 2026 | |
| 20 | RTD Financial Advisors, Inc. | 125K | $5.5M | ▼−0.6% Reduced · −741 sh | Q2 2026 | |
| 21 | EP Wealth Advisors, LLC | 122K | $5.3M | ▲New +122K sh | Q2 2026 | |
| 22 | MAI Capital Management | 119K | $5.2M | ▲+8.6% Added · +9K sh | Q2 2026 | |
| 23 | Equitable Holdings, Inc. | 112K | $4.9M | ▼−0.6% Reduced · −686 sh | Q2 2026 | |
| 24 | BIP Wealth, LLC | 107K | $4.7M | ▲+7.8% Added · +8K sh | Q2 2026 | |
| 25 | Eagle Bluffs Wealth Management LLC | 107K | $4.7M | ▲+1.1% Added · +1K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 1 fund opened a new position in GWX and 15 added to an existing one, while 14 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Alphabet Inc-CL AGOOGL | 126 funds | $7.1B |
| SS SPDR S&P 500 ETF Trust-USSPY | 126 funds | $5.1B |
| Apple IncAAPL | 125 funds | $15.2B |
| Ishares Core S&P 500 ETFIVV | 125 funds | $12.0B |
| Microsoft CorpMSFT | 125 funds | $9.4B |
| Nvidia CorpNVDA | 124 funds | $14.0B |
| Amazon.com IncAMZN | 124 funds | $7.4B |
| Meta Platforms Inc-Class AMETA | 122 funds | $4.1B |
| JPMorgan Chase & CoJPM | 122 funds | $3.2B |
| Visa Inc-Class A SharesV | 122 funds | $2.2B |
| Johnson & JohnsonJNJ | 121 funds | $2.5B |
| Vanguard Total Stock MKT ETFVTI | 120 funds | $6.7B |
Ranked by how many of GWX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in GWX.
| Class | 13F holders | Value held |
|---|---|---|
| SPDWcs | 1137 funds | $29.4B |
| SPEMcs | 955 funds | $11.0B |
| FEZcommon | 320 funds | $2.1B |
| GNRmc | 273 funds | $3.5B |
| CWIcommon | 256 funds | $2.1B |
| GWXthis pagecs | 246 funds | $558.0M |
| EDIVmc | 200 funds | $808.6M |
| RWOcs | 197 funds | $922.2M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for GWX
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/GWX/capital-change-brief"
Use Arkolith's capital_change_brief for GWX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for GWX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.