204 tracked 13F filers disclose a position in GWX as of the latest SEC 13F filings, a combined $496.8M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | $53.3M | 1.3M | ▲+3.4% Added · +42K sh | Q1 2026 | |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $36.5M | 865K | ▲+8.8% Added · +70K sh | Q1 2026 | |
| 3 | Envestnet Portfolio Solutions, Inc. | $27.7M | 633K | ▲+7.2% Added · +43K sh | Q2 2026 | |
| 4 | BANK OF AMERICA CORP /DE/ | $24.5M | 580K | ▼~0% Reduced · −215 sh | Q1 2026 | |
| 5 | Cetera Investment Advisers | $23.2M | 550K | ▲+0.3% Added · +2K sh | Q1 2026 | |
| 6 | Wilmington Savings Fund Society, FSB | $22.0M | 503K | ▼−7.5% Reduced · −41K sh | Q2 2026 | |
| 7 | OSAIC HOLDINGS, INC. | $21.0M | 497K | ▲+1.2% Added · +6K sh | Q1 2026 | |
| 8 | ASSETMARK, INC | $19.4M | 443K | ▼−1.8% Reduced · −8K sh | Q2 2026 | |
| 9 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $17.7M | 419K | ▲New +419K sh | Q1 2026 | |
| 10 | Cerity Partners LLC | $14.3M | 338K | ▲+91% Added · +161K sh | Q1 2026 | |
| 11 | WELLS FARGO & COMPANY/MN | $14.1M | 334K | ▼−1.6% Reduced · −5K sh | Q1 2026 | |
| 12 | Savant Capital, LLC | $14.0M | 330K | ▲+50% Added · +111K sh | Q1 2026 | |
| 13 | Creative Planning | $11.6M | 274K | ▼−3.5% Reduced · −10K sh | Q1 2026 | |
| 14 | MORGAN STANLEY | $11.2M | 266K | ▲+3.7% Added · +9K sh | Q1 2026 | |
| 15 | COMMERCE BANK | $9.2M | 219K | ▲+11% Added · +21K sh | Q1 2026 | |
| 16 | FMR LLC | $6.9M | 164K | ▲+2.8% Added · +4K sh | Q1 2026 | |
| 17 | UBS Group AG | $5.7M | 134K | ▼−0.3% Reduced · −465 sh | Q1 2026 | |
| 18 | MERCER GLOBAL ADVISORS INC /ADV | $5.4M | 129K | ▲24× Added · +124K sh | Q1 2026 | |
| 19 | RTD Financial Advisors, Inc. | $5.5M | 125K | ▼−0.6% Reduced · −741 sh | Q2 2026 | |
| 20 | Equitable Holdings, Inc. | $4.6M | 112K | ▲+2.0% Added · +2K sh | Q1 2026 | |
| 21 | MAI Capital Management | $4.6M | 110K | ▲+1.1% Added · +1K sh | Q1 2026 | |
| 22 | BIP Wealth, LLC | $4.7M | 107K | ▲+7.8% Added · +8K sh | Q2 2026 | |
| 23 | Modera Wealth Management, LLC | $4.7M | 107K | ▼−0.4% Reduced · −389 sh | Q2 2026 | |
| 24 | CarsonAllaria Wealth Management, Ltd. | $4.6M | 104K | ▼−0.5% Reduced · −536 sh | Q2 2026 | |
| 25 | McAdam, LLC | $3.6M | 82K | ▼−6.0% Reduced · −5K 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.
Last quarter, 1 fund opened a new position in GWX and 14 added to an existing one, while 15 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| ALPHABET INC-CL AGOOGL | 104 funds | $5.2B |
| APPLE INCAAPL | 103 funds | $12.2B |
| MICROSOFT CORPMSFT | 103 funds | $8.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 103 funds | $3.9B |
| ISHARES CORE S&P 500 ETFIVV | 102 funds | $9.3B |
| AMAZON.COM INCAMZN | 102 funds | $5.7B |
| NVIDIA CORPNVDA | 101 funds | $11.0B |
| VISA INC-CLASS A SHARESV | 101 funds | $1.8B |
| META PLATFORMS INC-CLASS AMETA | 100 funds | $3.4B |
| JPMORGAN CHASE & COJPM | 100 funds | $2.7B |
| JOHNSON & JOHNSONJNJ | 100 funds | $2.1B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 99 funds | $5.6B |
Ranked by how many of GWX's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
| Class | 13F holders | Value held |
|---|---|---|
| SPDWcs | 920 funds | $27.9B |
| SPEMcs | 766 funds | $10.7B |
| FEZcommon | 289 funds | $2.0B |
| GNRmc | 232 funds | $3.4B |
| CWIcommon | 221 funds | $1.9B |
| GWXthis pagecs | 204 funds | $497.1M |
| RWOcs | 170 funds | $831.4M |
| EDIVmc | 163 funds | $723.9M |
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 stock 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 + Form 4 insider transactions + 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.