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Global X Guru Index ETF
GURU

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$51.3M +$3.69M +147,896 +8%
Fifth Third Bancorp
2
Fifth Third Bancorp
Ohio
$46.6M +$47M +1,887,727 New
BC
3
Brinker Capital
Pennsylvania
$25.1M +$1.14M +45,585 +5%
PNAA
4
Pictet North America Advisors
Switzerland
$19.2M -$488K -19,562 -2%
NYLIM
5
New York Life Investment Management
New York
$15M +$15.2M +609,408 New
Bank of America
6
Bank of America
North Carolina
$10.4M +$6.05M +242,753 +135%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$7.05M +$7.12M +285,530 +176,253%
LPL Financial
8
LPL Financial
California
$6.85M +$253K +10,169 +4%
BPCE
9
Bank Pictet & Cie (Europe)
Germany
$6.32M +$6.38M +256,119 New
CCMH
10
Cornerstone Capital Management Holdings
New York
$5.63M +$5.68M +228,101 New
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$2.73M -$124K -4,992 -4%
CWM
12
Concert Wealth Management
California
$2.15M -$18.9K -760 -0.9%
GHF
13
Good Harbor Financial
Illinois
$1.65M +$17.7K +711 +1%
U
14
UBS
Switzerland
$1.38M +$541K +21,708 +64%
PI
15
Placemark Investments
Illinois
$1.15M +$1.16M +46,598 New
MFS
16
MSI Financial Services
Massachusetts
$1.03M +$700K +28,083 +205%
SC
17
Scotia Capital
Ontario, Canada
$890K +$610K +24,465 +211%
OC
18
Oppenheimer & Co
New York
$843K +$851K +34,135 New
SB
19
Suntrust Banks
Georgia
$797K +$531K +21,310 +194%
VKH
20
Virtu KCG Holdings
New York
$722K +$729K +29,257 New
JMPWA
21
JP Morgan Private Wealth Advisors
California
$538K +$163K +6,531 +43%
HNB
22
Huntington National Bank
Ohio
$522K – – –
Citigroup
23
Citigroup
New York
$465K +$293K +11,769 +167%
BPC
24
Banque Pictet & Cie
Switzerland
$338K +$341K +13,700 New
SAM
25
Silvercrest Asset Management
New York
$306K +$309K +12,385 New
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