STATE STREET BRGWTR ALL WTHR ALLW
$29.24
+0.3% 52w: $24.66 – $30.26
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data24.6627.4630.26
Jun 20, 2025 Jul 2, 2026
Institutional holders
121
+30 QoQ
13F value
$433.8M
+83.8% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns ALLW?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| AE Wealth Management LLC | Wealth advisor | 2.2M | $62.7M | 0.3% | +75.7% |
| LPL Financial LLC | Bank broker | 1.3M | $38.2M | 0.0% | +120.0% |
| JANE STREET GROUP, LLC | Market maker | 1.1M | $31.9M | 0.0% | +341.7% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | Wealth advisor | 1.1M | $31.2M | 1.1% | -14.5% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 729.3K | $21.0M | 0.0% | +315.9% |
| CATALYST PRIVATE WEALTH, LLC | Wealth advisor | 572.8K | $16.5M | 9.0% | +0.4% |
| National Philanthropic Trust | Other | 517.2K | $14.9M | 0.2% | New |
| Pinnacle Wealth Management, LLC | Wealth advisor | 463.1K | $13.4M | 9.0% | New |
| Marshall Financial Group, LLC | Wealth advisor | 431.6K | $12.5M | 2.0% | New |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 350.1K | $10.1M | 0.1% | +60.9% |
| Family Manage LLC | Wealth advisor | 316.6K | $9.1M | 1.1% | +5.1% |
| FLAGSHIP HARBOR ADVISORS, LLC | Wealth advisor | 306.8K | $8.9M | 0.4% | New |
| Astoria Portfolio Advisors LLC. | Wealth advisor | 260.4K | $7.8M | 1.7% | -9.8% |
| Mariner, LLC | Diversified mechanical | 262.8K | $7.6M | 0.0% | +6.6% |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | Other | 222.9K | $6.4M | 0.1% | -7.1% |
| Hobbs Group Advisors, LLC | Wealth advisor | 221.2K | $6.4M | 1.9% | +2.2% |
| Alpha Financial Partners LLC | Wealth advisor | 210.4K | $6.1M | 3.6% | +12.9% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 200.1K | $5.8M | 0.0% | New |
| Stratos Investment Management, LLC | Wealth advisor | 198.5K | $5.7M | 0.2% | New |
| Fortis Group Advisors, LLC | Wealth advisor | 172.4K | $5.2M | 0.9% | New |
| Atria Investments, Inc | Wealth advisor | 170.3K | $4.9M | 0.1% | +4.1% |
| Private Advisor Group, LLC | Wealth advisor | 155.5K | $4.5M | 0.0% | +51.1% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 151.0K | $4.4M | 0.0% | New |
| Savvy Advisors, Inc. | Wealth advisor | 147.8K | $4.3M | 0.1% | New |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 142.0K | $4.1M | 0.0% | +122.2% |
| CITADEL ADVISORS LLC | Multistrat pod | 139.2K | $4.0M | 0.0% | +701.9% |
| EVOKE WEALTH, LLC | Wealth advisor | 136.5K | $3.9M | 0.1% | +97.6% |
| Stratos Wealth Advisors, LLC | Wealth advisor | 129.8K | $3.7M | 0.2% | +829.8% |
| CORRADO ADVISORS, LLC | Wealth advisor | 119.8K | $3.5M | 1.8% | +2.0% |
| SMART Wealth LLC | Wealth advisor | 108.4K | $3.1M | 0.9% | +11.9% |
| Arrowroot Family Office, LLC | Wealth advisor | 100.6K | $2.9M | 1.0% | +34.1% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 98.3K | $2.8M | 0.0% | -8.5% |
| STEPHENS INC /AR/ | Diversified mechanical | 94.5K | $2.7M | 0.0% | -64.3% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 93.4K | $2.7M | 0.0% | +37.0% |
| GenTrust, LLC | Wealth advisor | 93.9K | $2.7M | 0.1% | -11.2% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 93.4K | $2.7M | 0.0% | +758.2% |
| O'ROURKE & COMPANY, Inc | Wealth advisor | 80.9K | $2.3M | 0.9% | +22.3% |
| Janney Montgomery Scott LLC | Diversified mechanical | 73.9K | $2.1M | 0.0% | +81.4% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 68.0K | $2.0M | 0.0% | +64.8% |
| WEDBUSH SECURITIES INC | Diversified mechanical | 66.4K | $1.9M | 0.1% | +4.5% |
| Farther Finance Advisors, LLC | Wealth advisor | 65.1K | $1.9M | 0.0% | +288.2% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 58.6K | $1.7M | 0.0% | +12.0% |
| GREAT VALLEY ADVISOR GROUP, INC. | Wealth advisor | 58.0K | $1.7M | 0.0% | +188.4% |
| Catalyst Investment Management LLC | Wealth advisor | 55.5K | $1.7M | 1.8% | New |
| Wealthcare Advisory Partners LLC | Wealth advisor | 57.6K | $1.7M | 0.0% | +261.8% |
| Lunt Capital Management, Inc. | Wealth advisor | 56.5K | $1.6M | 0.6% | +453.6% |
| LAKE STREET PRIVATE WEALTH, LLC | Wealth advisor | 55.0K | $1.6M | 0.2% | New |
| SHEETS SMITH WEALTH MANAGEMENT | Other | 51.8K | $1.5M | 0.2% | +1.0% |
| Fermata Advisors, LLC | Wealth advisor | 51.5K | $1.5M | 0.3% | +17.8% |
| Oregon Pacific Wealth Management, LLC | Wealth advisor | 49.7K | $1.4M | 1.5% | +1.0% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
Explore related
Top funds holding ALLW
AE Wealth Management LLCLPL Financial LLCJANE STREET GROUP, LLCADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORPRockefeller Capital Management L.P.CATALYST PRIVATE WEALTH, LLCNational Philanthropic TrustPinnacle Wealth Management, LLCMarshall Financial Group, LLCSteward Partners Investment Advisory, LLC