CWI Institutional Ownership
State Street SPDR MSCI ACWI ex-US ETF
1W: -0.9%
1M: -1.3%
3M: -0.7%
YTD: +11.3%
1Y: +17.6%
3Y: +76.5%
5Y: +57.2%
$40.64
+0.48 (+1.20%)
Weekly Expected Move ±2.1%
$39
$40
$41
$41
$42
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — CWI
292
Institutional Holders
+13 vs prior quarter
0.0%
Ownership
+0.00pp
2B
Total Invested
29
New Positions
87
Increased
107
Reduced
15
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (304 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 9,374,374 | $381M | +538,590 | +6.1% | 15Q | SEC ↗ |
| 2 | PNC Financial Services Group, Inc. | 4,698,754 | $191M | +118,460 | +2.6% | 15Q | SEC ↗ |
| 3 | Merit Financial Group, LLC | 3,751,310 | $152M | +262,710 | +7.5% | 18Q | SEC ↗ |
| 4 | Mirae Asset Global Investments Co., Lt | 3,228,420 | $131M | -32,800 | -1.0% | 6Q | SEC ↗ |
| 5 | Avantax Planning Partners, Inc. | 2,270,916 | $92M | -29,456 | -1.3% | 31Q | SEC ↗ |
| 6 | HighTower Advisors, LLC | 1,853,458 | $75M | +57,053 | +3.2% | 60Q | SEC ↗ |
| 7 | LPL Financial LLC | 1,669,007 | $68M | -6,594 | -0.4% | 54Q | SEC ↗ |
| 8 | GLOBALT Investments LLC / GA | 1,449,863 | $59M | -26,492 | -1.8% | 2Q | SEC ↗ |
| 9 | HENGEHOLD CAPITAL MANAGEMENT LLC | 1,214,749 | $49M | +26,681 | +2.2% | 47Q | SEC ↗ |
| 10 | TRUIST FINANCIAL CORP | 1,027,849 | $42M | +6,561 | +0.6% | 27Q | SEC ↗ |
| 11 | Pitcairn Wealth Advisors LLC | 988,601 | $40M | -18,008 | -1.8% | 3Q | SEC ↗ |
| 12 | MORGAN STANLEY | 945,625 | $38M | +128,227 | +15.7% | 60Q | SEC ↗ |
| 13 | LODESTAR PRIVATE ASSET MANAGEMENT LLC | 895,548 | $36M | +38,564 | +4.5% | 15Q | SEC ↗ |
| 14 | CLIFTONLARSONALLEN WEALTH ADVISORS, LL | 861,432 | $35M | -18,567 | -2.1% | 15Q | SEC ↗ |
| 15 | ENVESTNET ASSET MANAGEMENT INC | 802,257 | $33M | +65,803 | +8.9% | 44Q | SEC ↗ |
| 16 | AMERIPRISE FINANCIAL INC | 694,399 | $28M | +473,010 | +213.7% | 16Q | SEC ↗ |
| 17 | SIGNATURE ESTATE & INVESTMENT ADVISORS | 642,125 | $26M | -1,957 | -0.3% | 10Q | SEC ↗ |
| 18 | Jacobi Capital Management LLC | 628,879 | $26M | +11,513 | +1.9% | 5Q | SEC ↗ |
| 19 | Forvis Mazars Wealth Advisors, LLC | 627,989 | $26M | -8,976 | -1.4% | 52Q | SEC ↗ |
| 20 | Private Advisor Group, LLC | 616,487 | $25M | +20,112 | +3.4% | 39Q | SEC ↗ |
| 21 | CAPTRUST FINANCIAL ADVISORS | 601,607 | $24M | +30,968 | +5.4% | 55Q | SEC ↗ |
| 22 | Gerber Kawasaki Wealth & Investment Ma | 445,173 | $18M | -2,557 | -0.6% | 19Q | SEC ↗ |
| 23 | Focus Partners Advisor Solutions, LLC | 443,931 | $18M | +2,408 | +0.5% | 10Q | SEC ↗ |
| 24 | Stonebrook Private Inc. | 438,294 | $18M | +129,334 | +41.9% | 2Q | SEC ↗ |
| 25 | Clal Insurance Enterprises Holdings Lt | 427,879 | $17M | -11,000 | -2.5% | 8Q | SEC ↗ |
| 26 | Wilmington Savings Fund Society, FSB | 421,095 | $17M | -4,910 | -1.2% | 8Q | SEC ↗ |
| 27 | NewEdge Advisors, LLC | 369,468 | $15M | +5,241 | +1.4% | 15Q | SEC ↗ |
| 28 | Sequoia Financial Advisors, LLC | 355,329 | $14M | -10,559 | -2.9% | 40Q | SEC ↗ |
| 29 | Mill Creek Capital Advisors, LLC | 348,384 | $14M | +7,680 | +2.3% | 14Q | SEC ↗ |
| 30 | Pathstone Holdings, LLC NEW | 346,048 | $14M | — | +0.0% | 1Q | SEC ↗ |
| 31 | Atlas Private Wealth Advisors | 345,135 | $14M | +24,117 | +7.5% | 7Q | SEC ↗ |
| 32 | HANTZ FINANCIAL SERVICES, INC. | 319,386 | $13M | -8,875 | -2.7% | 26Q | SEC ↗ |
| 33 | Waverly Advisors, LLC | 314,489 | $13M | +6,567 | +2.1% | 10Q | SEC ↗ |
| 34 | Baird Financial Group, Inc. | 308,229 | $13M | -8,713 | -2.7% | 15Q | SEC ↗ |
| 35 | ARCADIA INVESTMENT ADVISORS LLC | 307,362 | $12M | -3,656 | -1.2% | 35Q | SEC ↗ |
| 36 | WELLS FARGO & COMPANY/MN | 296,901 | $12M | +10,744 | +3.8% | 71Q | SEC ↗ |
| 37 | IAG Wealth Partners, LLC | 282,870 | $11M | +2,802 | +1.0% | 22Q | SEC ↗ |
| 38 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 279,708 | $11M | -14,531 | -4.9% | 14Q | SEC ↗ |
| 39 | BANK OF MONTREAL /CAN | 279,603 | $11M | +6,142 | +2.2% | 21Q | SEC ↗ |
| 40 | UBS Group AG | 277,979 | $11M | -6,315 | -2.2% | 47Q | SEC ↗ |
| 41 | WHITTIER TRUST CO | 268,290 | $11M | -7,500 | -2.7% | 59Q | SEC ↗ |
| 42 | Friday Financial | 265,560 | $11M | +2,944 | +1.1% | 7Q | SEC ↗ |
| 43 | OSAIC HOLDINGS, INC. | 256,192 | $10M | +12,186 | +5.0% | 26Q | SEC ↗ |
| 44 | Kingsview Wealth Management, LLC | 243,680 | $10M | +36,701 | +17.7% | 2Q | SEC ↗ |
| 45 | Savant Capital, LLC | 229,701 | $9M | +116,073 | +102.2% | 13Q | SEC ↗ |
| 46 | Portus Wealth Advisors, LLC | 220,496 | $9M | -59,349 | -21.2% | 4Q | SEC ↗ |
| 47 | COMMONWEALTH EQUITY SERVICES, LLC | 220,363 | $9M | +21,554 | +10.8% | 35Q | SEC ↗ |
| 48 | NICOLET BANKSHARES INC | 211,015 | $9M | +16,981 | +8.8% | 4Q | SEC ↗ |
| 49 | NISA INVESTMENT ADVISORS, LLC | 199,000 | $8M | — | +0.0% | 71Q | SEC ↗ |
| 50 | JPMORGAN CHASE & CO | 190,834 | $8M | -5,946 | -3.0% | 14Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Pathstone Holdings, LLC | 346,048 | $14M |
| Jupiter Topco LLC | 53,676 | $2M |
| OLD MISSION CAPITAL LLC | 52,534 | $2M |
| Global Retirement Partners, LLC | 24,661 | $1M |
| Nuveen, LLC | 17,664 | $718K |
| Cresset Asset Management, LLC | 8,562 | $348K |
| PFG Investments, LLC | 8,370 | $340K |
| RENAISSANCE GROUP LLC | 7,663 | $311K |
| OLD NATIONAL BANCORP /IN | 6,811 | $277K |
| Redwood Financial Network Corp | 5,657 | $230K |
| Vise Technologies, Inc. | 5,558 | $226K |
| RFG - Bristol Wealth Advisors, LLC | 5,474 | $222K |
| BRIGHTON JONES LLC | 5,423 | $220K |
| REGIONS FINANCIAL CORP | 5,414 | $220K |
| ROCKLAND TRUST CO | 5,397 | $219K |
| Grey Ledge Advisors, LLC | 5,245 | $213K |
| National Philanthropic Trust | 5,241 | $213K |
| Northwest Bancshares, Inc. | 5,167 | $210K |
| Drucker Wealth 3.0, LLC | 5,137 | $209K |
| WASHINGTON TRUST Co | 5,025 | $204K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Mach-1 Financial Group, LLC | 241,519 | $10M |
| 3EDGE Asset Management, LP | 86,230 | $4M |
| CITADEL ADVISORS LLC | 75,283 | $3M |
| Thrivent Financial for Lutherans | 47,207 | $2M |
| Everhart Financial Group, Inc. | 38,100 | $2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 35,201 | $1M |
| TIAA TRUST, NATIONAL ASSOCIATION | 16,397 | $666K |
| Virtu Financial LLC | 12,905 | $524K |
| Curi Capital, LLC | 11,321 | $460K |
| Van Hulzen Asset Management, LLC | 6,784 | $276K |
| HRT FINANCIAL LP | 6,652 | $270K |
| MILLENNIUM MANAGEMENT LLC | 5,812 | $236K |
| SageView Advisory Group, LLC | 3,737 | $152K |
| Advisory Services Network, LLC | 2,510 | $102K |
| YANKCOM Partnership | 1,538 | $63K |
| Kohmann Bosshard Financial Services | 1,400 | $57K |
| JONES FINANCIAL COMPANIES LLLP | 946 | $38K |
| Scarborough Advisors, LLC | 800 | $33K |
| Qube Research & Technologies Ltd | 320 | $13K |
| Crews Bank & Trust | 181 | $7K |