Who Owns CLAYMORE EXCHANGE TRD FD TR (CGW)? -- Institutional Holders (2026-06-30)

238 institutions reported holding $453.4M of CLAYMORE EXCHANGE TRD FD TR (CGW) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($67.7M), Conservest Capital Advisors, Inc. ($33.5M), BANK OF AMERICA CORP /DE/ ($33.3M), UBS Group AG ($31.7M), WEATHERLY ASSET MANAGEMENT L. P. ($26.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$67.7M1.0MAdded
2Conservest Capital Advisors, Inc.$33.5M510,148Added
3BANK OF AMERICA CORP /DE/$33.3M507,320Added
4UBS Group AG$31.7M481,635Trimmed
5WEATHERLY ASSET MANAGEMENT L. P.$26.3M400,837Trimmed
6TriCert Investment Counsel Inc.$22.6M344,081New
71832 Asset Management L.P.$22.6M343,468Hold
8Cetera Investment Advisers$12.5M190,656Added
9AMERIPRISE FINANCIAL INC$11.5M174,424Added
10WELLS FARGO & COMPANY/MN$10.4M158,422Added
11RAYMOND JAMES FINANCIAL INC$9.5M144,267Added
12LPL Financial LLC$9.1M137,966Added
13NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$8.9M135,389Added
14HighTower Advisors, LLC$7.8M118,299Added
15Cambridge Investment Research Advisors, Inc.$6.9M105,718Trimmed
16COMMONWEALTH EQUITY SERVICES, LLC$6.6M100,763Added
17Steward Partners Investment Advisory, LLC$5.6M84,852Added
18Baron Financial Group, LLC$5.4M82,725Trimmed
19Bleakley Financial Group, LLC$4.3M64,989Trimmed
20Royal Bank of Canada$4.0M61,557Added
21Rockefeller Capital Management L.P.$4.0M61,397Trimmed
22Fiduciary Trust Co$3.9M59,787Trimmed
23GRIMES & Co WEALTH MANAGEMENT, LLC$3.7M56,412Trimmed
24FCA CORP /TX$3.6M54,537Added
25ENVESTNET ASSET MANAGEMENT INC$3.4M51,045Added

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