Who owns ACWV
Which tracked institutional funds hold ACWV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ACWV company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
28 tracked funds added or opened ACWV while 43 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
ACWV’s largest tracked holder by dollar value, SEI INVESTMENTS CO, sizes it at 0.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in ACWV divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 297 tracked filers holding ACWV, 125 increased or opened the position and 143 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in ACWV between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 9
- RFP Financial Group LLC$12M
- Noble Wealth Partners LLC$5M
- Cambria Investment Management, L.P.$3M
- RHUMBLINE ADVISERS$1M
- Diversify Advisory Services, LLC$1M
- J.W. COLE ADVISORS, INC.$1M
Full exits 18
- BESSEMER GROUP INC$20M
- FLOW TRADERS U.S. LLC$6M
- Financial Connections Group, Inc.$5M
- M Holdings Securities, Inc.$4M
- CWM, LLC$4M
- HighTower Advisors, LLC$4M
Largest adds
- SEI INVESTMENTS CO$13M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$7M
- Empowered Funds, LLC$3M
- NewEdge Advisors, LLC$3M
- LPL Financial LLC$3M
- Arax Advisory Partners$2M
Largest trims
- 1832 Asset Management L.P.$26M
- JANE STREET GROUP, LLC$22M
- Equitable Holdings, Inc.$11M
- BlackRock, Inc.$11M
- MANUFACTURERS LIFE INSURANCE COMPANY, THE$10M
- Patriot Financial Group Insurance Agency, LLC$7M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| SEI INVESTMENTS CO added | 2,745,969 | $330M | 17.4% | 2026-Q2 |
| ASPIRIANT, LLC trimmed | 2,432,810 | $292M | 15.4% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 1,633,451 | $196M | 10.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,181,253 | $142M | 7.5% | 2026-Q2 |
| BlackRock, Inc. trimmed | 1,170,834 | $141M | 7.4% | 2026-Q2 |
| LPL Financial LLC added | 742,422 | $89M | 4.7% | 2026-Q2 |
| 1832 Asset Management L.P. trimmed | 703,180 | $85M | 4.4% | 2026-Q2 |
| UBS Group AG trimmed | 475,683 | $57M | 3.0% | 2026-Q2 |
| MORGAN STANLEY trimmed | 399,735 | $48M | 2.5% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 208,290 | $25M | 1.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 194,067 | $23M | 1.2% | 2026-Q2 |
| DORVAL Corp added | 186,708 | $22M | 1.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 149,432 | $18M | 0.9% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 135,700 | $16M | 0.9% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 134,472 | $16M | 0.9% | 2026-Q2 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC trimmed | 128,883 | $15M | 0.8% | 2026-Q2 |
| HB Wealth Management, LLC trimmed | 122,463 | $15M | 0.8% | 2026-Q2 |
| Ackerman Capital Advisors, LLC trimmed | 119,876 | $14M | 0.8% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 116,318 | $14M | 0.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 111,010 | $13M | 0.7% | 2026-Q2 |
| RFP Financial Group LLC new | 102,954 | $12M | 0.7% | 2026-Q2 |
| Tacita Capital Inc added | 90,522 | $11M | 0.6% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 86,914 | $10M | 0.5% | 2026-Q2 |
| Mariner, LLC trimmed | 86,019 | $10M | 0.5% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 83,911 | $10M | 0.5% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 83,306 | $10M | 0.5% | 2026-Q2 |
| Dynamic Advisor Solutions LLC added | 82,172 | $10M | 0.5% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 81,481 | $10M | 0.5% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 79,483 | $10M | 0.5% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 77,853 | $10M | 0.5% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 77,599 | $9M | 0.5% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 74,698 | $9M | 0.5% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 69,814 | $8M | 0.4% | 2026-Q2 |
| Sequoia Financial Advisors, LLC trimmed | 68,179 | $8M | 0.4% | 2026-Q2 |
| Cetera Investment Advisers added | 67,483 | $8M | 0.4% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 67,415 | $8M | 0.4% | 2026-Q2 |
| Patriot Financial Group Insurance Agency, LLC trimmed | 62,489 | $8M | 0.4% | 2026-Q2 |
| GLENMEDE TRUST CO NA trimmed | 57,140 | $7M | 0.4% | 2026-Q2 |
| Parkway Wealth Management Group, LLC added | 56,909 | $7M | 0.4% | 2026-Q2 |
| Choate Investment Advisors | 49,288 | $6M | 0.3% | 2026-Q2 |
| SYM FINANCIAL Corp added | 48,961 | $6M | 0.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 48,504 | $6M | 0.3% | 2026-Q2 |
| IRON Financial LLC trimmed | 48,127 | $6M | 0.3% | 2026-Q2 |
| Apella Capital, LLC trimmed | 44,992 | $6M | 0.3% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 43,433 | $5M | 0.3% | 2026-Q2 |
| Noble Wealth Partners LLC new | 41,131 | $5M | 0.3% | 2026-Q2 |
| Cadent Capital Advisors, LLC trimmed | 35,744 | $4M | 0.2% | 2026-Q2 |
| Annex Advisory Services, LLC added | 35,554 | $4M | 0.2% | 2026-Q2 |
| GSG Advisors LLC added | 34,043 | $4M | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC added | 33,667 | $4M | 0.2% | 2026-Q2 |
| &PARTNERS trimmed | 32,124 | $4M | 0.2% | 2026-Q2 |
| Creekside Partners added | 31,684 | $4M | 0.2% | 2026-Q2 |
| Empowered Funds, LLC added | 30,850 | $4M | 0.2% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ trimmed | 29,924 | $4M | 0.2% | 2026-Q2 |
| Merit Financial Group, LLC trimmed | 29,161 | $4M | 0.2% | 2026-Q2 |
| OLD NATIONAL BANCORP /IN/ trimmed | 28,753 | $3M | 0.2% | 2026-Q2 |
| Cambria Investment Management, L.P. new | 28,263 | $3M | 0.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 27,551 | $3M | 0.2% | 2026-Q2 |
| Perigon Wealth Management, LLC trimmed | 20,399 | $2M | 0.1% | 2026-Q2 |
| K2 Financial Inc. added | 20,328 | $2M | 0.1% | 2026-Q2 |
| Selby Wealth Management, LLC trimmed | 20,281 | $2M | 0.1% | 2026-Q2 |
| Hudson Oak Wealth Advisory LLC added | 19,825 | $2M | 0.1% | 2026-Q2 |
| Arcus Capital Partners, LLC added | 17,878 | $2M | 0.1% | 2026-Q2 |
| Arax Advisory Partners added | 17,475 | $2M | 0.1% | 2026-Q2 |
| FWG Investments, LLC. added | 17,285 | $2M | 0.1% | 2026-Q2 |
| PRUDENTIAL PLC trimmed | 17,000 | $2M | 0.1% | 2026-Q2 |
| Balentine LLC trimmed | 16,382 | $2M | 0.1% | 2026-Q2 |
| CIBC WORLD MARKET INC. added | 15,655 | $2M | 0.1% | 2026-Q2 |
| Stratos Wealth Advisors, LLC trimmed | 15,441 | $2M | 0.1% | 2026-Q2 |
| FMR LLC added | 15,425 | $2M | 0.1% | 2026-Q2 |
| XY Planning Network, Inc. trimmed | 14,751 | $2M | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 14,494 | $2M | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 14,417 | $2M | 0.1% | 2026-Q2 |
| Visionary Wealth Advisors trimmed | 13,076 | $2M | 0.1% | 2026-Q2 |
| Savant Capital, LLC added | 13,006 | $2M | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 12,843 | $2M | 0.1% | 2026-Q2 |
| Clearstead Advisors, LLC trimmed | 12,830 | $2M | 0.1% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 12,797 | $2M | 0.1% | 2026-Q2 |
| John A. Wolfe & Associates, Inc. trimmed | 12,427 | $1M | 0.1% | 2026-Q2 |
| Chatterton & Associates Inc. trimmed | 12,333 | $2M | 0.1% | 2026-Q2 |
| Professional Financial Advisors, LLC trimmed | 11,969 | $1M | 0.1% | 2026-Q2 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added | 11,929 | $1M | 0.1% | 2026-Q2 |
| ARKANSAS FINANCIAL GROUP, INC. | 11,493 | $1M | 0.1% | 2026-Q2 |
| Portland Financial Advisors Inc | 11,328 | $1M | 0.1% | 2026-Q2 |
| PLANNING DIRECTIONS INC trimmed | 11,278 | $1M | 0.1% | 2026-Q2 |
| RHUMBLINE ADVISERS new | 11,158 | $1M | 0.1% | 2026-Q2 |
| Csenge Advisory Group added | 11,040 | $1M | 0.1% | 2026-Q2 |
| Creative Planning added | 11,027 | $1M | 0.1% | 2026-Q2 |
| Focus Partners Wealth added | 11,010 | $1M | 0.1% | 2026-Q2 |
| Mutual Advisors, LLC trimmed | 10,855 | $1M | 0.1% | 2026-Q2 |
| Cerity Partners LLC added | 10,834 | $1M | 0.1% | 2026-Q2 |
| Valmark Advisers, Inc. trimmed | 10,543 | $1M | 0.1% | 2026-Q2 |
| Alesco Advisors, LLC, An ESL Co | 10,441 | $1M | 0.1% | 2026-Q2 |
| NewEdge Wealth, LLC trimmed | 10,393 | $1M | 0.1% | 2026-Q2 |
| RIK SAYLOR FINANCIAL, INC. trimmed | 10,167 | $1M | 0.1% | 2026-Q2 |
| Diversify Advisory Services, LLC added | 9,980 | $1M | 0.1% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC added | 9,980 | $1M | 0.1% | 2026-Q2 |
| Ausdal Financial Partners, Inc. trimmed | 9,683 | $1M | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 9,561 | $1M | 0.1% | 2026-Q2 |
| Waverly Advisors, LLC trimmed | 9,499 | $1M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.