CWI institutional holders

SPDR INDEX SHS FDS · 13F, 2026Q2

Managers holding274
Shares held54,607,460
Reported value$2.2bn
Quarter flows28 new, 89 added, 90 trimmed, 19 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
BANK OF AMERICA CORP /DE/9,374,374$381.3m0.0%
PNC Financial Services Group, Inc.4,698,754$191.1m0.1%
Merit Financial Group, LLC3,751,310$152.6m0.9%
Mirae Asset Global Investments Co., Ltd.3,228,420$131.3m0.2%
Avantax Planning Partners, Inc.2,270,916$92.4m2.3%
HighTower Advisors, LLC1,853,458$75.4m0.1%
LPL Financial LLC1,669,007$67.9m0.0%
GLOBALT Investments LLC / GA1,449,863$59.0m2.0%
HENGEHOLD CAPITAL MANAGEMENT LLC1,214,749$49.4m3.8%
TRUIST FINANCIAL CORP1,027,849$41.8m0.0%
Pitcairn Wealth Advisors LLC988,601$40.2m4.4%
MORGAN STANLEY945,625$38.5m0.0%
LODESTAR PRIVATE ASSET MANAGEMENT LLC895,548$36.4m3.1%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC861,432$35.0m0.5%
ENVESTNET ASSET MANAGEMENT INC802,257$32.6m0.0%
AMERIPRISE FINANCIAL INC694,399$28.2m0.0%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC642,125$26.1m0.5%
Jacobi Capital Management LLC628,879$25.6m1.3%
Forvis Mazars Wealth Advisors, LLC627,989$25.5m0.4%
Private Advisor Group, LLC616,487$25.1m0.1%
CAPTRUST FINANCIAL ADVISORS601,607$24.5m0.0%
Gerber Kawasaki Wealth & Investment Management445,173$18.1m0.5%
Focus Partners Advisor Solutions, LLC443,931$18.1m0.2%
Stonebrook Private Inc.438,294$17.8m3.3%
Clal Insurance Enterprises Holdings Ltd427,879$17.4m0.1%

Every holder, line by line, and the full history since 2013: yf.Client().holders("CWI"). CWI price history · All 13F data

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