Who Owns GLDMN SCH EQL WGHT US LRG CAP (GSEW)? -- Institutional Holders (2026-06-30)

206 institutions reported holding $1.25B of GLDMN SCH EQL WGHT US LRG CAP (GSEW) in SEC 13F filings for 2026-06-30. Largest institutional holders: Integrated Wealth Concepts LLC ($115.0M), Members Trust Co ($101.3M), MORGAN STANLEY ($84.8M), AMERIPRISE FINANCIAL INC ($64.6M), RAYMOND JAMES FINANCIAL INC ($63.5M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Integrated Wealth Concepts LLC	$115.0M	1.2M	Added
2	Members Trust Co	$101.3M	1.1M	Trimmed
3	MORGAN STANLEY	$84.8M	897,742	Added
4	AMERIPRISE FINANCIAL INC	$64.6M	684,007	Added
5	RAYMOND JAMES FINANCIAL INC	$63.5M	672,889	Added
6	Aptus Capital Advisors, LLC	$53.0M	561,188	Added
7	LPL Financial LLC	$49.4M	523,041	Added
8	CKW FINANCIAL GROUP	$47.0M	496,522	Added
9	Great Lakes Retirement, Inc.	$40.6M	430,220	Added
10	WELLS FARGO & COMPANY/MN	$38.9M	411,694	Added
11	BANK OF AMERICA CORP /DE/	$34.3M	363,366	Trimmed
12	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$29.6M	313,613	Added
13	GUARDIAN WEALTH ADVISORS, LLC / NC	$28.9M	305,636	Added
14	Sanctuary Advisors, LLC	$24.0M	254,095	Added
15	ENVESTNET ASSET MANAGEMENT INC	$22.3M	236,489	Trimmed
16	IFP Advisors, Inc	$21.3M	225,517	Added
17	OneDigital Investment Advisors LLC	$20.0M	212,183	Trimmed
18	CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC	$18.5M	195,825	Added
19	Horizon Investments, LLC	$15.5M	164,238	Added
20	CoreCap Advisors, LLC	$14.6M	155,012	Added
21	QUEST INVESTMENT MANAGEMENT LLC	$13.7M	145,523	Trimmed
22	UBS Group AG	$12.5M	132,189	Added
23	Lineweaver Wealth Advisors, LLC	$12.0M	126,937	Added
24	Royal Bank of Canada	$11.2M	118,491	Added
25	Cerity Partners LLC	$9.8M	103,614	Trimmed

Source: SEC Form 13F filings · as of 2026-06-30