STATE STREET SPDR MSCI ACWI CWI
$40.21
+0.3% 52w: $30.90 – $41.33
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data30.9036.1241.33
Jun 20, 2025 Jul 2, 2026
Institutional holders
266
+7 QoQ
13F value
$1.99B
+6.3% QoQ
Smart-money holders
5
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
calls only
$398K calls / — puts
Institutional value by quarter
Number of holders
Who owns CWI?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 8.8M | $323.3M | 0.0% | -14.6% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 4.6M | $167.6M | 0.1% | +2.6% |
| Merit Financial Group, LLC | Wealth advisor | 3.5M | $127.6M | 0.9% | +9.5% |
| Mirae Asset Global Investments Co., Ltd. | Index provider | 3.3M | $119.3M | 0.0% | +163.8% |
| Avantax Planning Partners, Inc. | Wealth advisor | 2.3M | $84.2M | 2.3% | +1.6% |
| HighTower Advisors, LLC | Diversified mechanical | 1.8M | $65.7M | 0.1% | +2.3% |
| LPL Financial LLC | Bank broker | 1.7M | $61.3M | 0.0% | +1.8% |
| JANE STREET GROUP, LLC | Market maker | 1.6M | $58.5M | 0.1% | New |
| GLOBALT Investments LLC / GA | Wealth advisor | 1.5M | $54.0M | 1.9% | +4.5% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | Wealth advisor | 1.2M | $43.5M | 3.8% | +1.0% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 1.0M | $37.4M | 0.1% | +17.2% |
| Pitcairn Wealth Advisors LLC | Wealth advisor | 1.0M | $36.2M | 3.3% | +0.2% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | Wealth advisor | 880.0K | $32.2M | 0.5% | -18.1% |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | Wealth advisor | 857.0K | $31.4M | 3.1% | +2.8% |
| MORGAN STANLEY | Bank broker | 817.4K | $29.9M | 0.0% | +29.4% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 736.5K | $26.9M | 0.0% | +21.0% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | Wealth advisor | 644.1K | $23.6M | 0.5% | +16.4% |
| Forvis Mazars Wealth Advisors, LLC | Wealth advisor | 637.0K | $23.3M | 0.4% | -5.5% |
| Jacobi Capital Management LLC | Wealth advisor | 617.4K | $22.6M | 1.3% | +2.5% |
| Private Advisor Group, LLC | Wealth advisor | 596.4K | $21.8M | 0.1% | +2.5% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 570.6K | $20.9M | 0.0% | -8.9% |
| Gerber Kawasaki Wealth & Investment Management | Wealth advisor | 447.7K | $16.4M | 0.5% | +3.5% |
| Focus Partners Advisor Solutions, LLC | Wealth advisor | 441.5K | $16.2M | 0.2% | +0.6% |
| Clal Insurance Enterprises Holdings Ltd | Other | 438.9K | $16.1M | 0.1% | -15.0% |
| Wilmington Savings Fund Society, FSB | Diversified mechanical | 426.0K | $15.6M | 0.4% | -1.3% |
| Sequoia Financial Advisors, LLC | Wealth advisor | 365.9K | $13.4M | 0.1% | -1.4% |
| NewEdge Advisors, LLC | Diversified mechanical | 364.2K | $13.3M | 0.0% | +0.2% |
| Mill Creek Capital Advisors, LLC | Wealth advisor | 348.4K | $12.7M | 0.3% | +2.3% |
| HANTZ FINANCIAL SERVICES, INC. | Wealth advisor | 328.3K | $12.0M | 0.2% | +2.7% |
| Atlas Private Wealth Advisors | Wealth advisor | 321.0K | $11.7M | 2.8% | +4.1% |
| Baird Financial Group, Inc. | Diversified mechanical | 316.9K | $11.6M | 0.0% | -20.8% |
| ARCADIA INVESTMENT ADVISORS LLC | Wealth advisor | 311.0K | $11.4M | 5.4% | -3.3% |
| Stonebrook Private Inc. | Wealth advisor | 309.0K | $11.3M | 2.4% | New |
| Waverly Advisors, LLC | Wealth advisor | 307.9K | $11.3M | 0.1% | +3.2% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 294.2K | $10.8M | 0.0% | -37.8% |
| WELLS FARGO & COMPANY/MN | Bank broker | 286.2K | $10.5M | 0.0% | +54.9% |
| UBS Group AG | Bank broker | 284.3K | $10.4M | 0.0% | +10.5% |
| IAG Wealth Partners, LLC | Wealth advisor | 280.1K | $10.2M | 1.1% | +2.9% |
| Portus Wealth Advisors, LLC | Wealth advisor | 279.8K | $10.2M | 9.6% | +16.7% |
| WHITTIER TRUST CO | Diversified mechanical | 275.8K | $10.2M | 0.1% | Held |
| BANK OF MONTREAL /CAN/ | Bank broker | 273.5K | $10.0M | 0.0% | +3.6% |
| Friday Financial | Wealth advisor | 262.6K | $9.6M | 3.3% | +1.1% |
| Equitable Holdings, Inc. | Wealth advisor | 264.5K | $9.5M | 0.1% | +185.0% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 244.0K | $8.9M | 0.0% | +54.7% |
| AMERIPRISE FINANCIAL INC | Bank broker | 221.4K | $8.1M | 0.0% | +2.1% |
| Kingsview Wealth Management, LLC | Wealth advisor | 207.0K | $7.6M | 0.1% | New |
| NISA INVESTMENT ADVISORS, LLC | Diversified mechanical | 199.0K | $7.3M | 0.0% | Held |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 198.8K | $7.3M | 0.0% | +9.4% |
| NICOLET BANKSHARES INC | Wealth advisor | 194.0K | $7.1M | 0.3% | +110.7% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 193.6K | $7.1M | 0.0% | -1.7% |
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.
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Top funds holding CWI