State Street SPDR MSCI AcwiCWIETF
13F holders, Q1 2026 (March 31)265holders +5
19new positions
12sold out
1famous investor
$36.58avg. 13F price*
At the end of Q1 2026, 265 institutions reported holding State Street SPDR MSCI Acwi (CWI) in their 13F filings, up 5 from Q4 2025. 19 opened new positions and 12 sold out. The largest holders were Bank of America Corp. ($323.3M), PNC Financial Services Group, Inc. ($167.6M) and Merit Financial Group, LLC ($127.6M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- State Street SPDR MSCI Acwi
- Filed as
- SPDR INDEX SHS FDS (Q1 2026)
- CUSIP
- 78463X848
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $85.2M |
| Exits | 12 | $13.5M |
All 13F filers, Q4 2025 → Q1 2026: 6,475,588 shares bought and 4,101,057 shares sold, net +2,374,531 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 265 holders
| Bank of America Corp. | 0.02% | Reduce -14.6% | 8,835,784 | $323.3M |
| PNC Financial Services Group, Inc. | 0.10% | Add +2.6% | 4,580,294 | $167.6M |
| Merit Financial Group, LLC | 0.95% | Add +9.5% | 3,488,600 | $127.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.34% | Add +163.8% | 3,261,220 | $119.3M |
| Avantax Planning Partners, Inc. | 2.31% | Add +1.6% | 2,300,372 | $84.2M |
| HighTower Advisors, LLC | 0.07% | Add +2.3% | 1,796,405 | $65.7M |
| LPL Financial LLC | 0.02% | Add +1.8% | 1,675,601 | $61.3M |
| Jane Street Group, LLC | 0.06% | New | 1,600,000 | $58.5M |
| GLOBALT Investments LLC / GA | 1.93% | Add +4.5% | 1,476,355 | $54.0M |
| Hengehold Capital Management LLC | 3.80% | Add +0.9% | 1,188,068 | $43.5M |
| Truist Financial Corp. | 0.05% | Add +17.2% | 1,021,288 | $37.4M |
| Pitcairn Wealth Advisors LLC | 3.33% | Add +0.2% | 1,006,609 | $36.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.47% | Reduce -18.1% | 879,999 | $32.2M |
| Lodestar Private Asset Management LLC | 3.09% | Add +2.8% | 856,984 | $31.4M |
| Morgan Stanley | 0.00% | Add +29.4% | 817,398 | $29.9M |
| Envestnet Asset Management Inc. | 0.01% | Add +21.0% | 736,454 | $26.9M |
| Signature Estate & Investment Advisors LLC | 0.48% | Add +16.4% | 644,082 | $23.6M |
| Forvis Mazars Wealth Advisors, LLC | 0.44% | Reduce -5.5% | 636,965 | $23.3M |
| Jacobi Capital Management LLC | 1.26% | Add +2.5% | 617,366 | $22.6M |
| Private Advisor Group, LLC | 0.10% | Add +2.5% | 596,375 | $21.8M |
| Captrust Financial Advisors | 0.04% | Reduce -8.9% | 570,639 | $20.9M |
| Gerber Kawasaki Wealth & Investment Management | 0.52% | Add +3.5% | 447,730 | $16.4M |
| Focus Partners Advisor Solutions, LLC | 0.16% | Add +0.6% | 441,523 | $16.2M |
| Clal Insurance Enterprises Holdings Ltd | 0.10% | Reduce -15.0% | 438,879 | $16.1M |
| Wilmington Savings Fund Society, FSB | 0.37% | Reduce -1.3% | 426,005 | $15.6M |
| Sequoia Financial Advisors, LLC | 0.08% | Reduce -1.4% | 365,888 | $13.4M |
| NewEdge Advisors, LLC | 0.05% | Add +0.3% | 364,227 | $13.3M |
| Mill Creek Capital Advisors, LLC | 0.26% | Add +2.3% | 348,384 | $12.7M |
| Hantz Financial Services, Inc. | 0.18% | Add +2.8% | 328,261 | $12.0M |
| Atlas Private Wealth Advisors | 2.77% | Add +4.1% | 321,018 | $11.7M |
| Baird Financial Group, Inc. | 0.02% | Reduce -20.8% | 316,942 | $11.6M |
| Arcadia Investment Advisors LLC | 5.37% | Reduce -3.3% | 311,018 | $11.4M |
| Stonebrook Private Inc. | 2.41% | New | 308,960 | $11.3M |
| Waverly Advisors, LLC | 0.08% | Add +3.2% | 307,922 | $11.3M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -37.8% | 294,239 | $10.8M |
| Wells Fargo & Company | 0.00% | Add +54.9% | 286,157 | $10.5M |
| UBS Group AG | 0.00% | Add +10.5% | 284,294 | $10.4M |
| IAG Wealth Partners, LLC | 1.14% | Add +2.9% | 280,068 | $10.2M |
| Portus Wealth Advisors, LLC | 9.64% | Add +16.7% | 279,845 | $10.2M |
| Whittier Trust Co. | 0.12% | No change | 275,790 | $10.2M |
| Bank of Montreal | 0.00% | Add +3.6% | 273,461 | $10.0M |
| Friday Financial | 3.31% | Add +1.1% | 262,616 | $9.6M |
| Equitable Holdings, Inc. | 0.06% | Add +185.0% | 264,466 | $9.5M |
| Osaic Holdings, Inc. | 0.01% | Add +54.7% | 244,006 | $8.9M |
| Ameriprise Financial Inc. | 0.00% | Add +2.1% | 221,389 | $8.1M |
| Kingsview Wealth Management, LLC | 0.10% | New | 206,979 | $7.6M |
| Nisa Investment Advisors, LLC | 0.03% | No change | 199,000 | $7.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +9.4% | 198,809 | $7.3M |
| Nicolet Bankshares Inc. | 0.26% | Add +110.7% | 194,034 | $7.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -1.7% | 193,562 | $7.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.0% | 196,780 | $7.0M |
| Courage Miller Partners, LLC | 1.95% | Reduce -0.2% | 188,650 | $6.9M |
| Tobias Financial Advisors, Inc. | 0.93% | Reduce -3.6% | 183,477 | $6.7M |
| Brady Martz Wealth Solutions, LLC | 1.11% | No change | 178,309 | $6.5M |
| CVFG LLC | 0.79% | Reduce -1.2% | 173,756 | $6.4M |
| Mariner, LLC | 0.01% | Add +3.0% | 161,213 | $5.9M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -12.1% | 160,716 | $5.9M |
| Clearstead Advisors, LLC | 0.05% | Add +1.7% | 160,081 | $5.9M |
| Sterling Group Wealth Management, LLC | 2.70% | Reduce -0.3% | 155,882 | $5.7M |
| Valmark Advisers, Inc. | 0.07% | Add +4.2% | 150,801 | $5.5M |
| Opal Wealth Advisors, LLC | 1.23% | Add +3.8% | 148,135 | $5.4M |
| Walkner Condon Financial Advisors LLC | 0.67% | No change | 139,004 | $5.1M |
| CWC Advisors, LLC. | 2.41% | Add +0.9% | 138,560 | $5.1M |
| Montecito Bank & Trust | 0.79% | Add +4.6% | 130,849 | $4.8M |
| Midwest Trust Co | 0.06% | Add +0.4% | 129,674 | $4.7M |
| Mutual Advisors, LLC | 0.10% | Add +41.4% | 128,980 | $4.7M |
| Focus Partners Wealth | 0.01% | Reduce -6.6% | 127,493 | $4.7M |
| Kestra Advisory Services, LLC | 0.02% | Add +66.6% | 123,223 | $4.5M |
| Capital Investment Advisors, LLC | 0.06% | Reduce -7.0% | 115,621 | $4.2M |
| TD Private Client Wealth LLC | 0.09% | Add +12.0% | 115,089 | $4.2M |
| Savant Capital, LLC | 0.02% | Add +2.5% | 113,628 | $4.2M |
| Tiemann Investment Advisors, LLC | 1.55% | Reduce -1.3% | 108,311 | $4.0M |
| Novem Group | 0.45% | Add +0.9% | 106,656 | $3.9M |
| BTC Capital Management, Inc. | 0.23% | No change | 91,457 | $3.3M |
| Focus Financial Network, Inc. | 0.12% | Reduce -0.7% | 89,834 | $3.3M |
| Chesley Taft & Associates LLC | 0.13% | Add +35.1% | 86,520 | $3.2M |
| Pinnacle Financial Partners, Inc. | 0.02% | Add +0.0% | 83,893 | $3.1M |
| 3EDGE Asset Management, LP | 0.15% | Reduce -91.6% | 86,230 | $3.1M |
| AQR Capital Management | 0.00% | Add +3.4% | 81,500 | $3.0M |
| Freestone Capital Holdings, LLC | 0.09% | No change | 81,041 | $3.0M |
| Cetera Investment Advisers | 0.00% | Add +0.2% | 80,991 | $3.0M |
| Cerity Partners LLC | 0.00% | Reduce -3.7% | 78,409 | $2.9M |
| First American Trust, FSB | 0.19% | Add +43.9% | 77,550 | $2.8M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +0.0% | 76,910 | $2.8M |
| Rockefeller Capital Management L.P. | 0.00% | Add +38.0% | 72,986 | $2.7M |
| Meridian Investment Counsel Inc. | 0.62% | No change | 71,239 | $2.6M |
| Ironsides Asset Advisors, LLC | 0.65% | Reduce -14.3% | 70,561 | $2.6M |
| Goldman Sachs Group Inc. | 0.00% | No change | 69,349 | $2.5M |
| Cerity Partners Retirement Plan Advisors LLC | 1.29% | — | 70,205 | $2.5M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -0.4% | 60,149 | $2.2M |
| HHM Wealth Advisors, LLC | 0.25% | Reduce -4.3% | 59,574 | $2.2M |
| Eastern Bank | 0.03% | Reduce -13.3% | 55,432 | $2.0M |
| Sei Investments Co. | 0.00% | New | 54,173 | $2.0M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -11.6% | 52,950 | $1.9M |
| Meitav Investment House Ltd. | 0.02% | Add +89.7% | 52,526 | $1.9M |
| Monograph Wealth Advisors, LLC | 0.17% | No change | 49,665 | $1.8M |
| Wealth Alliance Advisory Group, LLC | 0.27% | Reduce -90.3% | 47,360 | $1.7M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -2.5% | 47,207 | $1.7M |
| Stifel Financial Corp. | 0.00% | Reduce -0.5% | 45,305 | $1.7M |
| Corient Private Wealth LP | 0.00% | Reduce -2.3% | 44,823 | $1.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +3.2% | 44,731 | $1.6M |
| Bailard, Inc. | 0.04% | Reduce -3.0% | 42,546 | $1.6M |
| Lido Advisors, LLC | 0.01% | Add +15.6% | 42,111 | $1.5M |
| Creative Planning | 0.00% | Reduce -7.6% | 41,316 | $1.5M |
| Beacon Pointe Advisors, LLC | 0.01% | New | 40,664 | $1.5M |
| Royal Bank of Canada | 0.00% | Add +8.2% | 38,608 | $1.4M |
| Everhart Financial Group, Inc. | 0.12% | New | 38,100 | $1.4M |
| Tradition Wealth Management, LLC | 0.10% | Reduce -1.8% | 37,398 | $1.4M |
| Laraway Financial Advisors Inc | 0.95% | Reduce -0.2% | 36,847 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | New | 35,201 | $1.3M |
| Farther Finance Advisors, LLC | 0.01% | Reduce -35.5% | 33,123 | $1.2M |
| Belpointe Asset Management LLC | 0.04% | Add +70.3% | 32,582 | $1.2M |
| Newman Dignan & Sheerar, Inc. | 0.24% | Reduce -0.5% | 31,212 | $1.1M |
| HBK Sorce Advisory LLC | 0.02% | Reduce -0.7% | 28,022 | $1.1M |
| Financially in Tune, LLC | 0.96% | Add +28.6% | 30,495 | $1.1M |
| Bragg Financial Advisors, Inc | 0.03% | Reduce -4.2% | 30,041 | $1.1M |
| Financial Consulate, Inc. | 0.14% | Reduce -1.6% | 29,613 | $1.1M |
| Retirement Income Solutions, Inc. | 0.18% | Add +3.6% | 29,123 | $1.1M |
| Apollon Wealth Management, LLC | 0.02% | Reduce -25.1% | 28,634 | $1.0M |
| Dakota Wealth Management | 0.02% | Reduce -11.5% | 27,232 | $996K |
| Sage Financial Group Inc. | 0.06% | Add +0.2% | 25,812 | $944K |
| US Bancorp \de | 0.00% | Add +1.5% | 24,862 | $910K |
| MML Investors Services, LLC | 0.00% | Reduce -14.2% | 24,297 | $889K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.03% | No change | 23,790 | $870K |
| BBR Partners, LLC | 0.05% | No change | 23,341 | $854K |
| Western Wealth Management, LLC | 0.03% | Add +32.3% | 22,543 | $825K |
| Rare Wolf Capital LLC | 0.50% | No change | 21,298 | $779K |
| Wedbush Securities Inc. | 0.02% | Add +5.1% | 21,184 | $775K |
| Kagan Cocozza Asset Management | 0.54% | Reduce -1.6% | 21,103 | $772K |
| Midwest Capital Advisors, LLC | 0.34% | Add +16.2% | 20,141 | $737K |
| Baker Tilly Wealth Management, LLC | 0.17% | No change | 19,306 | $706K |
| Capital Group Private Client Services, Inc. | 0.01% | No change | 18,846 | $690K |
| First Commonwealth Financial Corp | 0.11% | No change | 18,091 | $662K |
| VestGen Advisors, LLC | 0.02% | Reduce -17.1% | 16,355 | $652K |
| Bokf, NA | 0.01% | No change | 17,553 | $642K |
| WFA of San Diego, LLC | 0.51% | Reduce -1.3% | 17,478 | $640K |
| Iowa State Bank | 0.12% | Reduce -1.1% | 17,346 | $635K |
| Fulton Bank, N.A. | 0.02% | No change | 17,000 | $622K |
| Ethic Inc. | 0.01% | New | 16,214 | $593K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | — | 15,891 | $581K |
| Kure Advisory, LLC | 0.31% | No change | 15,762 | $577K |
| Clarity Capital Advisors, LLC | 0.26% | No change | 15,388 | $563K |
| SMI Advisory Services, LLC | 0.09% | Reduce -8.0% | 14,703 | $545K |
| Johnson Investment Counsel Inc. | 0.00% | Add +13.5% | 14,753 | $540K |
| Towneley Capital Management, Inc / DE | 0.11% | No change | 14,445 | $529K |
| Cornerstone Wealth Management, LLC | 0.03% | Reduce -0.6% | 14,198 | $520K |
| Simplicity Wealth,LLC | 0.03% | Add +1.5% | 13,938 | $510K |
| Private Trust Co. NA | 0.05% | Reduce -1.1% | 13,841 | $506K |
| Blair William & Co. | 0.00% | Add +14.2% | 13,631 | $499K |
| Vestia Personal Wealth Advisors | 0.23% | No change | 13,580 | $497K |
| SpringVest Wealth Management LLC | 0.34% | Reduce -17.0% | 13,520 | $495K |
| FMR LLC | 0.00% | Add +8.5% | 13,424 | $491K |
| Mitchell Capital Management Co. | 0.09% | Add +27.9% | 13,141 | $481K |
| Security National Bank of So Dak | 0.23% | No change | 12,977 | $475K |
| Klingenstein Fields & Co. LP | 0.02% | No change | 12,596 | $461K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +51.0% | 12,592 | $461K |
| Brooklyn Investment Group | 0.01% | Add +10.4% | 12,562 | $460K |
| Fortis Capital Advisors, LLC | 0.06% | Reduce -0.3% | 12,211 | $447K |
| Betterment LLC | 0.00% | Reduce -42.3% | 12,176 | $446K |
| Bleakley Financial Group, LLC | 0.01% | No change | 12,097 | $443K |
| Radnor Capital Management, LLC | 0.07% | No change | 12,000 | $439K |
| Bank of New York Mellon Corp | 0.00% | Reduce -21.9% | 11,859 | $434K |
| Wealthcare Capital Management LLC | 0.04% | Add +11.1% | 11,626 | $425K |
| MAI Capital Management | 0.00% | No change | 11,426 | $418K |
| Curi Capital, LLC | 0.01% | No change | 11,321 | $414K |
| Moneco Advisors, LLC | 0.03% | No change | 11,122 | $407K |
| Gladstone Institutional Advisory LLC | 0.01% | No change | 10,582 | $387K |
| Highview Capital Management LLC | 0.14% | No change | 10,541 | $386K |
| Ashton Thomas Private Wealth, LLC | 0.01% | No change | 10,174 | $372K |
| M&T Bank Corp | 0.00% | No change | 10,038 | $367K |
| FSM Wealth Advisors, LLC | 0.05% | No change | 10,023 | $367K |
| Lantern Wealth Advisors, LLC | 0.19% | No change | 9,950 | $364K |
| Krilogy Financial LLC | 0.01% | No change | 9,216 | $361K |
| Key Financial Inc | 0.06% | No change | 9,815 | $359K |
| Strategic Financial Concepts, LLC | 0.09% | New | 9,459 | $346K |
| Avestar Capital, LLC | 0.02% | No change | 9,363 | $343K |
| Stegner Investment Associates Inc. | 0.19% | Reduce -0.6% | 9,343 | $342K |
| Choreo, LLC | 0.00% | No change | 9,195 | $336K |
| Janney Montgomery Scott LLC | 0.00% | Add +3.8% | 9,079 | $332K |
| Cwm, LLC | 0.00% | Reduce -12.1% | 8,691 | $318K |
| ARS Investment Partners, LLC | 0.02% | No change | 8,579 | $314K |
| AE Wealth Management LLC | 0.00% | Add +22.8% | 8,352 | $306K |
| Sentry LLC | 0.10% | No change | 8,250 | $302K |
| DMC Group, LLC | 0.20% | Add +31.2% | 8,226 | $301K |
| Glassman Wealth Services | 0.04% | Add +1.0% | 8,058 | $295K |
| BIP Wealth, LLC | 0.01% | Add +4.3% | 7,721 | $283K |
| True Link Financial Advisors, LLC | 0.02% | Reduce -4.4% | 7,322 | $268K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -1.2% | 7,168 | $262K |
| Center For Asset Management LLC | 0.13% | No change | 7,097 | $260K |
| Sage Mountain Advisors LLC | 0.02% | No change | 7,067 | $259K |
| Pinion Investment Advisors, LLC | 0.06% | No change | 6,979 | $255K |
| GoalVest Advisory LLC | 0.05% | No change | 6,979 | $255K |
| Goelzer Investment Management, Inc. | 0.01% | Reduce -0.6% | 6,965 | $255K |
| Matrix Private Capital Group LLC | 0.12% | No change | 6,800 | $249K |
| Van Hulzen Asset Management, LLC | 0.02% | Add +16.4% | 6,784 | $248K |
| HRT Financial LP | 0.00% | New | 6,652 | $243K |
| Wealthgarden F.S. LLC | 0.16% | No change | 6,548 | $240K |
| Penney Financial, LLC | 0.09% | No change | 6,540 | $239K |
| Integrated Wealth Concepts LLC | 0.00% | No change | 6,490 | $237K |
| OpenArc Corporate Advisory, LLC | 0.00% | Add +5.5% | 6,488 | $237K |
| RVW Wealth, LLC | 0.02% | No change | 6,425 | $235K |
| Smith & Howard Wealth Management, LLC | 0.05% | No change | 6,411 | $235K |
| Sharkey, Howes & Javer | 0.03% | Reduce -33.2% | 6,324 | $231K |
| Todd Asset Management LLC | 0.00% | Reduce -44.2% | 6,285 | $230K |
| Deutsche Bank AG | 0.00% | No change | 6,149 | $225K |
| First National Trust Co | 0.01% | No change | 5,918 | $217K |
| Chapman Financial Group, LLC | 0.15% | No change | 5,775 | $211K |
| Cooke Wealth Management, LLC | 0.19% | No change | 5,757 | $211K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 5,225 | $191K |
| JFS Wealth Advisors, LLC | 0.01% | Reduce -28.4% | 4,758 | $174K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 4,462 | $165K |
| First Pacific Financial | 0.02% | No change | 4,346 | $159K |
| Geneos Wealth Management Inc. | 0.00% | No change | 4,170 | $153K |
| 10Elms LLP | 0.09% | Reduce -3.9% | 3,683 | $135K |
| Private Wealth Management Group, LLC | 0.03% | No change | 3,200 | $117K |
| Napier Financial, LLC | 0.03% | New | 3,079 | $113K |
| Glenmede Trust Co. NA | 0.00% | Add +0.1% | 3,079 | $113K |
| CoreCap Advisors, LLC | 0.00% | Add +25.8% | 2,900 | $106K |
| Advisory Services Network, LLC | 0.00% | New | 2,510 | $92K |
| Basepoint Wealth LLC | 0.05% | No change | 2,505 | $92K |
| Tsfg, LLC | 0.01% | No change | 1,969 | $72K |
| Vanguard Advisers Inc. | 0.00% | — | 1,961 | $72K |
| Coston, McIsaac & Partners | 0.01% | No change | 1,717 | $62K |
| Synergy Investment Management, LLC | 0.02% | New | 1,668 | $61K |
| YANKCOM Partnership | 0.02% | No change | 1,538 | $56K |
| Rialto Wealth Management, LLC | 0.01% | No change | 1,483 | $54K |
| Chilton Capital Management LLC | 0.00% | No change | 1,397 | $51K |
| Newton One Investments LLC | 0.01% | Reduce -8.7% | 1,318 | $48K |
| First Community Trust NA | 0.04% | No change | 1,312 | $48K |
| Main Street Group, LTD | 0.01% | New | 1,283 | $47K |
| Fifth Third Bancorp | 0.00% | New | 1,153 | $42K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 960 | $35K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 932 | $35K |
| Jones Financial Companies LLLP | 0.00% | New | 946 | $34K |
| Harbour Investments, Inc. | 0.00% | Add +13.7% | 870 | $32K |
| Blue Trust, Inc. | 0.00% | Reduce -26.9% | 858 | $31K |
| SBI Securities Co., Ltd. | 0.00% | Add +25.7% | 806 | $29K |
| Scarborough Advisors, LLC | 0.00% | No change | 800 | $29K |
| MCF Advisors LLC | 0.00% | No change | 667 | $24K |
| BlackRock, Inc. | 0.00% | Reduce -97.0% | 610 | $22K |
| Tradewinds Capital Management, LLC | 0.00% | Add +531.9% | 594 | $22K |
| Signaturefd, LLC | 0.00% | No change | 561 | $21K |
| Assetmark, Inc. | 0.00% | Reduce -21.7% | 540 | $20K |
| MTM Investment Management, LLC | 0.01% | No change | 528 | $19K |
| Lanark Financial, Inc. | 0.00% | No change | 523 | $19K |
| BankPlus Trust Department | 0.00% | No change | 468 | $17K |
| Clean Yield Group | 0.00% | No change | 462 | $17K |
| Investors Research Corp | 0.00% | Reduce -17.8% | 430 | $16K |
| GAMMA Investing LLC | 0.00% | No change | 374 | $14K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -26.4% | 362 | $13K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 360 | $13K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 331 | $13K |
| Joseph Group Capital Management | 0.00% | Reduce -26.0% | 322 | $12K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -62.0% | 320 | $12K |
| Angeles Wealth Management, LLC | 0.00% | No change | 305 | $11K |
| Aptus Capital Advisors, LLC | 0.00% | New | 242 | $9K |
| Davis Capital Management | 0.01% | No change | 238 | $9K |
| Vanguard National Trust Co | 0.00% | — | 200 | $7K |
| Crews Bank & Trust | 0.00% | New | 181 | $7K |
| AdvisorNet Financial, Inc | 0.00% | No change | 174 | $6K |
| Spire Wealth Management | 0.00% | No change | 154 | $6K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 146 | $5K |
| Franklin Resources Inc. | 0.00% | No change | 136 | $5K |
| Bessemer Group Inc. | 0.00% | No change | 25 | $1K |
| Wilkerson Advisory Group LLC | 0.00% | No change | 23 | $842 |
"% of holder's portfolio" is CWI's weight in each manager's 13F, not the share of State Street SPDR MSCI Acwi the manager owns.