SS SPDR BB CONV SEC ETF CWB
$104.38
-1.4% 52w: $79.37 – $110.65
Latest 13F among current holders filed 9 days ago (Jun 26, 2026)
Price — last 12 months
research preview data79.3795.01110.65
Jun 20, 2025 Jul 2, 2026
Institutional holders
523
+16 QoQ
13F value
$2.51B
-18.4% QoQ
Smart-money holders
6
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
0.1×
$339K calls / $2.9M puts
Institutional value by quarter
Number of holders
Who owns CWB?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 2.7M | $242.9M | 0.0% | +1.0% |
| MORGAN STANLEY | Bank broker | 1.6M | $147.5M | 0.0% | +1.2% |
| WELLS FARGO & COMPANY/MN | Bank broker | 1.5M | $136.7M | 0.0% | +0.7% |
| LPL Financial LLC | Bank broker | 1.3M | $114.4M | 0.0% | -20.8% |
| BESSEMER GROUP INC | Diversified mechanical | 1.2M | $111.3M | 0.2% | +7.4% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 1.1M | $102.9M | 0.1% | +7.8% |
| ASSETMARK, INC | Wealth advisor | 843.0K | $77.1M | 0.2% | -7.5% |
| AMERIPRISE FINANCIAL INC | Bank broker | 841.2K | $77.0M | 0.0% | +4.9% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 754.0K | $69.0M | 0.0% | -3.6% |
| DEUTSCHE BANK AG\ | Bank broker | 684.5K | $62.6M | 0.0% | -14.3% |
| Goodman Advisory Group, LLC | Wealth advisor | 522.9K | $47.9M | 12.4% | -2.5% |
| UBS Group AG | Bank broker | 486.7K | $44.5M | 0.0% | +1.1% |
| JANE STREET GROUP, LLC | Market maker | 451.8K | $41.4M | 0.0% | -17.6% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 449.4K | $41.1M | 0.0% | -79.8% |
| GOLDMAN SACHS GROUP INC | Bank broker | 446.4K | $40.9M | 0.0% | -14.6% |
| BANK OF MONTREAL /CAN/ | Bank broker | 437.9K | $40.1M | 0.0% | -3.1% |
| One Wealth Map LLC | Wealth advisor | 371.5K | $37.8M | 18.4% | -6.1% |
| ROYAL BANK OF CANADA | Bank broker | 384.1K | $35.1M | 0.0% | -2.7% |
| New York Life Investment Management LLC | Insurance | 374.5K | $34.3M | 0.3% | -20.8% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 310.8K | $28.4M | 0.0% | -40.7% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 264.4K | $24.2M | 0.1% | -12.0% |
| River Wealth Advisors LLC | Other | 237.1K | $21.7M | 2.5% | +0.8% |
| Estate Counselors, LLC | Wealth advisor | 230.1K | $21.1M | 1.9% | +72.7% |
| ALLIANCEBERNSTEIN L.P. | Long only active | 233.9K | $20.9M | 0.0% | -6.1% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 214.1K | $19.6M | 0.0% | -15.1% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 209.4K | $19.2M | 0.0% | -1.9% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 195.9K | $17.9M | 0.0% | +0.2% |
| XML Financial, LLC | Wealth advisor | 186.5K | $17.1M | 1.4% | -0.8% |
| Waldron Private Wealth LLC | Wealth advisor | 180.6K | $16.5M | 0.6% | -3.3% |
| GUGGENHEIM CAPITAL LLC | Diversified mechanical | 169.5K | $15.5M | 0.1% | +1.7% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 156.4K | $14.6M | 0.0% | -34.5% |
| Janney Montgomery Scott LLC | Diversified mechanical | 154.2K | $14.1M | 0.0% | -1.9% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 148.8K | $13.6M | 0.0% | -11.4% |
| AMG National Trust Bank | Wealth advisor | 133.9K | $12.3M | 0.3% | +5.8% |
| OPPENHEIMER & CO INC | Diversified mechanical | 132.1K | $12.1M | 0.1% | -1.7% |
| Modera Wealth Management, LLC | Wealth advisor | 131.4K | $12.0M | 0.1% | -6.4% |
| Kingsview Wealth Management, LLC | Wealth advisor | 130.5K | $11.9M | 0.2% | New |
| McAdam, LLC | Wealth advisor | 129.4K | $11.8M | 0.5% | +5.1% |
| Advisors Preferred, LLC | Wealth advisor | 125.2K | $11.5M | 1.7% | +71.2% |
| Cetera Investment Advisers | Wealth advisor | 121.4K | $11.1M | 0.0% | -91.5% |
| William Mack & Associates, Inc. | Wealth advisor | 118.9K | $10.9M | 6.2% | -34.4% |
| Advyzon Investment Management, LLC | Wealth advisor | 112.4K | $10.3M | 0.9% | +416.2% |
| Anderson Financial Strategies, LLC | Wealth advisor | 96.5K | $10.0M | 5.5% | -3.5% |
| Strategic Investment Advisors / MI | Wealth advisor | 105.8K | $9.7M | 0.7% | +8.5% |
| Financial & Tax Architects, LLC | Wealth advisor | 105.1K | $9.6M | 2.1% | New |
| BLUEFIN CAPITAL MANAGEMENT, LLC | Other | 104.7K | $9.6M | 10.9% | New |
| Paulson Wealth Management Inc. | Wealth advisor | 100.3K | $9.2M | 2.2% | -39.5% |
| NTV Asset Management LLC | Wealth advisor | 97.4K | $8.9M | 1.0% | -3.4% |
| WIN ADVISORS, INC | Wealth advisor | 96.5K | $8.8M | 4.0% | New |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 95.6K | $8.8M | 0.0% | -20.2% |
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.