ALLW Institutional Ownership
State Street Bridgewater All Weather ETF
1W: -2.0%
1M: -4.8%
3M: -3.2%
YTD: +3.4%
1Y: +1.9%
$28.58
-0.03 (-0.09%)
Weekly Expected Move ±1.6%
$28
$28
$29
$29
$30
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — ALLW
172
Institutional Holders
+42 vs prior quarter
0.0%
Ownership
+0.00pp
623M
Total Invested
51
New Positions
79
Increased
26
Reduced
10
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (179 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 3,656,677 | $105M | +2,332,110 | +176.1% | 4Q | SEC ↗ |
| 2 | AE Wealth Management LLC | 2,424,005 | $69M | +252,312 | +11.6% | 5Q | SEC ↗ |
| 3 | BANK OF AMERICA CORP /DE NEW | 2,142,531 | $61M | — | +0.0% | 1Q | SEC ↗ |
| 4 | ADVENTIST HEALTH SYSTEM SUNBELT HEALTH | 1,081,450 | $31M | — | +0.0% | 6Q | SEC ↗ |
| 5 | Rockefeller Capital Management L.P. | 840,637 | $24M | +111,326 | +15.3% | 4Q | SEC ↗ |
| 6 | CATALYST PRIVATE WEALTH, LLC | 577,473 | $17M | +4,662 | +0.8% | 4Q | SEC ↗ |
| 7 | Pinnacle Wealth Management, LLC | 463,515 | $13M | +424 | +0.1% | 2Q | SEC ↗ |
| 8 | Marshall Financial Group, LLC | 447,240 | $13M | +15,671 | +3.6% | 2Q | SEC ↗ |
| 9 | Crusonia Wealth Advisors LLC NEW | 418,178 | $12M | — | +0.0% | 1Q | SEC ↗ |
| 10 | Mariner, LLC | 405,262 | $12M | +142,496 | +54.2% | 5Q | SEC ↗ |
| 11 | National Philanthropic Trust | 364,309 | $10M | -152,934 | -29.6% | 2Q | SEC ↗ |
| 12 | Family Manage LLC | 357,213 | $10M | +40,632 | +12.8% | 5Q | SEC ↗ |
| 13 | Astoria Portfolio Advisors LLC. | 332,564 | $10M | +72,152 | +27.7% | 4Q | SEC ↗ |
| 14 | FLAGSHIP HARBOR ADVISORS, LLC | 329,729 | $9M | +22,923 | +7.5% | 2Q | SEC ↗ |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | 297,971 | $9M | +155,945 | +109.8% | 5Q | SEC ↗ |
| 16 | Owl Creek Wealth Partners LLC NEW | 297,715 | $9M | — | +0.0% | 1Q | SEC ↗ |
| 17 | Stratos Investment Management, LLC | 290,647 | $8M | +92,182 | +46.4% | 2Q | SEC ↗ |
| 18 | MML INVESTORS SERVICES, LLC | 268,782 | $8M | +68,666 | +34.3% | 2Q | SEC ↗ |
| 19 | Hobbs Group Advisors, LLC | 238,443 | $7M | +17,204 | +7.8% | 4Q | SEC ↗ |
| 20 | Alpha Financial Partners LLC | 225,175 | $6M | +14,726 | +7.0% | 5Q | SEC ↗ |
| 21 | Atria Investments, Inc | 220,574 | $6M | +50,300 | +29.5% | 5Q | SEC ↗ |
| 22 | Cambridge Investment Research Advisors | 218,122 | $6M | +67,151 | +44.5% | 2Q | SEC ↗ |
| 23 | SMART Wealth LLC | 216,960 | $6M | +108,562 | +100.2% | 5Q | SEC ↗ |
| 24 | Savvy Advisors, Inc. | 206,833 | $6M | +58,999 | +39.9% | 2Q | SEC ↗ |
| 25 | SUMITOMO MITSUI FINANCIAL GROUP, INC. | 194,734 | $6M | -28,154 | -12.6% | 3Q | SEC ↗ |
| 26 | Fortis Group Advisors, LLC | 172,567 | $5M | +182 | +0.1% | 2Q | SEC ↗ |
| 27 | OSAIC HOLDINGS, INC. | 160,857 | $5M | +92,810 | +136.4% | 4Q | SEC ↗ |
| 28 | MAI Capital Management | 145,893 | $4M | +145,884 | +1620933.3% | 3Q | SEC ↗ |
| 29 | Stratos Wealth Advisors, LLC | 135,024 | $4M | +5,193 | +4.0% | 3Q | SEC ↗ |
| 30 | Private Advisor Group, LLC | 125,557 | $4M | -29,926 | -19.2% | 5Q | SEC ↗ |
| 31 | CORRADO ADVISORS, LLC | 121,479 | $3M | +1,679 | +1.4% | 4Q | SEC ↗ |
| 32 | KESTRA PRIVATE WEALTH SERVICES, LLC | 113,716 | $3M | +74,436 | +189.5% | 2Q | SEC ↗ |
| 33 | GenTrust, LLC | 110,698 | $3M | +16,798 | +17.9% | 6Q | SEC ↗ |
| 34 | HARBOUR INVESTMENTS, INC. | 103,016 | $3M | +9,605 | +10.3% | 6Q | SEC ↗ |
| 35 | GREAT VALLEY ADVISOR GROUP, INC. | 101,378 | $3M | +43,419 | +74.9% | 3Q | SEC ↗ |
| 36 | Catalyst Investment Management LLC | 100,217 | $3M | +44,725 | +80.6% | 2Q | SEC ↗ |
| 37 | Golden State Wealth Management, LLC | 98,294 | $3M | +82,276 | +513.6% | 3Q | SEC ↗ |
| 38 | Arrowroot Family Office, LLC | 96,147 | $3M | -4,471 | -4.4% | 3Q | SEC ↗ |
| 39 | Farther Finance Advisors, LLC | 94,643 | $3M | +29,592 | +45.5% | 4Q | SEC ↗ |
| 40 | Forum Finance Group S.A. | 91,293 | $3M | +51,144 | +127.4% | 2Q | SEC ↗ |
| 41 | ENVESTNET ASSET MANAGEMENT INC | 90,587 | $3M | -7,727 | -7.9% | 3Q | SEC ↗ |
| 42 | Ascentis Wealth Management, LLC NEW | 89,429 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 43 | STIFEL FINANCIAL CORP | 88,970 | $3M | +30,355 | +51.8% | 4Q | SEC ↗ |
| 44 | O'ROURKE & COMPANY, Inc | 84,979 | $2M | +4,036 | +5.0% | 4Q | SEC ↗ |
| 45 | STEPHENS INC /AR | 83,065 | $2M | -11,430 | -12.1% | 4Q | SEC ↗ |
| 46 | RAYMOND JAMES FINANCIAL INC | 79,814 | $2M | +71,243 | +831.2% | 2Q | SEC ↗ |
| 47 | KWB Wealth NEW | 78,477 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 48 | Patten Group, Inc. | 74,865 | $2M | +45,323 | +153.4% | 2Q | SEC ↗ |
| 49 | WEDBUSH SECURITIES INC | 74,129 | $2M | +7,765 | +11.7% | 3Q | SEC ↗ |
| 50 | Breakwater Investment Management | 72,459 | $2M | +65,440 | +932.3% | 3Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| BANK OF AMERICA CORP /DE | 2,142,531 | $61M |
| Crusonia Wealth Advisors LLC | 418,178 | $12M |
| Owl Creek Wealth Partners LLC | 297,715 | $9M |
| Ascentis Wealth Management, LLC | 89,429 | $3M |
| KWB Wealth | 78,477 | $2M |
| Global Retirement Partners, LLC | 72,332 | $2M |
| Worth Financial Advisory Group, LLC | 49,599 | $1M |
| PUFF WEALTH MANAGEMENT, LLC | 48,056 | $1M |
| LifeGoal Investments, LLC | 40,275 | $1M |
| Noble Wealth Partners LLC | 38,008 | $1M |
| Integrated Wealth Concepts LLC | 31,925 | $912K |
| SteelPeak Wealth, LLC | 31,499 | $900K |
| MISSION WEALTH MANAGEMENT, LP | 27,911 | $798K |
| Focus Partners Wealth | 25,248 | $722K |
| Ethic Inc. | 24,888 | $711K |
| CHOREO, LLC | 22,924 | $655K |
| Providence First Trust Co | 22,325 | $638K |
| Stratos Wealth Partners, LTD. | 21,618 | $618K |
| Mutual Advisors, LLC | 20,419 | $584K |
| Riverbend Wealth Management, LLC | 19,343 | $553K |
Sold Out (16)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 1,104,171 | $32M |
| CITADEL ADVISORS LLC | 139,173 | $4M |
| EVOKE WEALTH, LLC | 136,474 | $4M |
| Virtu Financial LLC | 114,489 | $3M |
| Tidal Investments LLC | 67,291 | $2M |
| BANK OF MONTREAL /CAN | 45,531 | $1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 37,007 | $1M |
| B. Riley Wealth Advisors, Inc. | 29,304 | $838K |
| SIGNATURE ESTATE & INVESTMENT ADVIS | 13,692 | $391K |
| World Investment Advisors | 11,078 | $317K |
| Foundations Investment Advisors, LL | 8,526 | $244K |
| Elyxium Wealth, LLC | 5,651 | $162K |
| Wealth Preservation Advisors, LLC | 3,073 | $88K |
| Hara Capital LLC | 1,500 | $43K |
| WFA of San Diego, LLC | 660 | $19K |
| BNP PARIBAS FINANCIAL MARKETS | 84 | $2K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | +2,332,110 | +176.1% | 3,656,677 |
| AE Wealth Management LLC | +252,312 | +11.6% | 2,424,005 |
| COMMONWEALTH EQUITY SERVICES, LLC | +155,945 | +109.8% | 297,971 |
| MAI Capital Management | +145,884 | +1620933.3% | 145,893 |
| Mariner, LLC | +142,496 | +54.2% | 405,262 |
| Rockefeller Capital Management L.P. | +111,326 | +15.3% | 840,637 |
| SMART Wealth LLC | +108,562 | +100.2% | 216,960 |
| OSAIC HOLDINGS, INC. | +92,810 | +136.4% | 160,857 |
| Stratos Investment Management, LLC | +92,182 | +46.4% | 290,647 |
| Golden State Wealth Management, LLC | +82,276 | +513.6% | 98,294 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | +74,436 | +189.5% | 113,716 |
| Astoria Portfolio Advisors LLC. | +72,152 | +27.7% | 332,564 |
| RAYMOND JAMES FINANCIAL INC | +71,243 | +831.2% | 79,814 |
| MML INVESTORS SERVICES, LLC | +68,666 | +34.3% | 268,782 |
| Cambridge Investment Research Advis | +67,151 | +44.5% | 218,122 |
| Breakwater Investment Management | +65,440 | +932.3% | 72,459 |
| Savvy Advisors, Inc. | +58,999 | +39.9% | 206,833 |
| Forum Finance Group S.A. | +51,144 | +127.4% | 91,293 |
| Atria Investments, Inc | +50,300 | +29.5% | 220,574 |
| WELLS FARGO & COMPANY/MN | +48,990 | +24994.9% | 49,186 |
Biggest Decreases (16)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Steward Partners Investment Advisor | -348,222 | -99.5% | 1,924 |
| National Philanthropic Trust | -152,934 | -29.6% | 364,309 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | -45,339 | -48.6% | 48,017 |
| Janney Montgomery Scott LLC | -35,651 | -48.2% | 38,272 |
| Private Advisor Group, LLC | -29,926 | -19.2% | 125,557 |
| SUMITOMO MITSUI FINANCIAL GROUP, IN | -28,154 | -12.6% | 194,734 |
| Wealthcare Advisory Partners LLC | -23,847 | -41.4% | 33,770 |
| Independent Advisor Alliance | -15,169 | -63.9% | 8,576 |
| Clarity Retirement & Wealth, LLC | -11,997 | -32.4% | 25,030 |
| STEPHENS INC /AR | -11,430 | -12.1% | 83,065 |
| ENVESTNET ASSET MANAGEMENT INC | -7,727 | -7.9% | 90,587 |
| RPS ADVISORY SOLUTIONS LLC | -6,595 | -49.1% | 6,841 |
| Arrowroot Family Office, LLC | -4,471 | -4.4% | 96,147 |
| IFP Advisors, Inc | -2,397 | -58.2% | 1,722 |
| International Private Wealth Adviso | -334 | -1.2% | 28,005 |
| OakTrust Wealth Advisors, LLC | -225 | -1.1% | 20,507 |