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Institutional Ownership · SEC Form 13F

Who owns ACWV (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-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

308
Institutional holders
17,459,514
Shares held (tracked funds)

How the tape is positioned

39 tracked funds added or opened ACWV while 40 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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 0.1% of theirs — a 0.2pp 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 2025-Q4 and 2026-Q1, across 308 tracked filers holding ACWV, 113 increased or opened the position and 150 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 2025-Q4 and 2026-Q1 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 10

  • Choate Investment Advisors$6M
  • Apella Capital, LLC$6M
  • FLOW TRADERS U.S. LLC$6M
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
  • DIVERSIFY WEALTH MANAGEMENT, LLC$1M
  • RENAISSANCE TECHNOLOGIES LLC$1M

Full exits 12

  • SEARCY FINANCIAL SERVICES INC /ADV$27M
  • Fiera Capital Corp$8M
  • Allianz Asset Management GmbH$3M
  • Vantage Financial Partners, LLC$2M
  • TFB Advisors LLC$2M
  • CITADEL ADVISORS LLC$1M

Largest adds

  • JANE STREET GROUP, LLC$36M
  • UBS Group AG$16M
  • SEI INVESTMENTS CO$8M
  • Patriot Financial Group Insurance Agency, LLC$7M
  • ASPIRIANT, LLC$6M
  • JONES FINANCIAL COMPANIES LLLP$4M

Largest trims

  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$36M
  • MANUFACTURERS LIFE INSURANCE COMPANY, THE$29M
  • AMERIPRISE FINANCIAL INC$15M
  • MERCER GLOBAL ADVISORS INC /ADV$4M
  • BANK OF AMERICA CORP /DE/$3M
  • NewEdge Advisors, LLC$3M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
SEI INVESTMENTS CO added2,656,828$318M15.2%2026-Q1
ASPIRIANT, LLC added2,438,432$291M13.9%2026-Q1
MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed1,727,605$206M9.9%2026-Q1
BlackRock, Inc. trimmed1,268,494$152M7.2%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed1,212,234$145M6.9%2026-Q1
1832 Asset Management L.P. trimmed924,107$110M5.3%2026-Q1
LPL Financial LLC added723,188$86M4.1%2026-Q1
UBS Group AG added500,648$60M2.9%2026-Q1
MORGAN STANLEY added412,329$49M2.4%2026-Q1
JANE STREET GROUP, LLC added392,766$47M2.2%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed193,468$23M1.1%2026-Q1
DORVAL Corp added180,482$22M1.0%2026-Q1
JPMORGAN CHASE & CO added177,037$21M1.0%2026-Q1
BESSEMER GROUP INC168,189$20M1.0%2026-Q1
WELLS FARGO & COMPANY/MN added166,791$20M1.0%2026-Q1
Rockefeller Capital Management L.P. trimmed150,498$18M0.9%2026-Q1
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC trimmed134,626$16M0.8%2026-Q1
Ackerman Capital Advisors, LLC trimmed129,439$15M0.7%2026-Q1
HB Wealth Management, LLC trimmed122,732$15M0.7%2026-Q1
Patriot Financial Group Insurance Agency, LLC added119,288$14M0.7%2026-Q1
AMERIPRISE FINANCIAL INC trimmed116,045$14M0.7%2026-Q1
RAYMOND JAMES FINANCIAL INC added110,927$13M0.6%2026-Q1
Equitable Holdings, Inc. added104,408$12M0.6%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed93,945$11M0.5%2026-Q1
Tacita Capital Inc added89,226$11M0.5%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed88,304$11M0.5%2026-Q1
Mariner, LLC trimmed88,137$11M0.5%2026-Q1
Kestra Advisory Services, LLC added85,513$10M0.5%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed85,154$10M0.5%2026-Q1
Dynamic Advisor Solutions LLC added80,936$10M0.5%2026-Q1
TRUIST FINANCIAL CORP trimmed79,563$10M0.5%2026-Q1
Sequoia Financial Advisors, LLC added78,766$9M0.4%2026-Q1
Beacon Pointe Advisors, LLC added74,559$9M0.4%2026-Q1
GLENMEDE TRUST CO NA trimmed72,948$9M0.4%2026-Q1
JONES FINANCIAL COMPANIES LLLP added72,823$9M0.4%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV trimmed65,261$8M0.4%2026-Q1
ROYAL BANK OF CANADA trimmed63,321$8M0.4%2026-Q1
Cetera Investment Advisers added59,773$7M0.3%2026-Q1
Parkway Wealth Management Group, LLC trimmed51,978$6M0.3%2026-Q1
Choate Investment Advisors new49,288$6M0.3%2026-Q1
OSAIC HOLDINGS, INC. added48,771$6M0.3%2026-Q1
IRON Financial LLC trimmed48,447$6M0.3%2026-Q1
SYM FINANCIAL Corp added48,238$6M0.3%2026-Q1
NATIONAL BANK OF CANADA /FI/ added48,138$6M0.3%2026-Q1
Apella Capital, LLC new45,508$6M0.3%2026-Q1
FLOW TRADERS U.S. LLC trimmed46,170$6M0.3%2026-Q1
Financial Connections Group, Inc. trimmed44,539$5M0.3%2026-Q1
ALLIANCEBERNSTEIN L.P. added42,235$5M0.2%2026-Q1
Cadent Capital Advisors, LLC trimmed37,640$4M0.2%2026-Q1
M Holdings Securities, Inc. trimmed37,587$4M0.2%2026-Q1
Brookstone Capital Management added36,221$4M0.2%2026-Q1
Annex Advisory Services, LLC trimmed35,462$4M0.2%2026-Q1
CWM, LLC added34,141$4M0.2%2026-Q1
GSG Advisors LLC added33,439$4M0.2%2026-Q1
&PARTNERS trimmed33,389$4M0.2%2026-Q1
HighTower Advisors, LLC trimmed32,997$4M0.2%2026-Q1
Creekside Partners trimmed31,563$4M0.2%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added31,150$4M0.2%2026-Q1
Merit Financial Group, LLC added30,305$4M0.2%2026-Q1
OLD NATIONAL BANCORP /IN/ added30,104$4M0.2%2026-Q1
CAPTRUST FINANCIAL ADVISORS trimmed29,015$3M0.2%2026-Q1
Cambridge Investment Research Advisors, Inc. added28,860$3M0.2%2026-Q1
PRUDENTIAL PLC added25,576$3M0.1%2026-Q1
Selby Wealth Management, LLC trimmed22,284$3M0.1%2026-Q1
Perigon Wealth Management, LLC trimmed20,565$2M0.1%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed20,534$2M0.1%2026-Q1
K2 Financial Inc. added19,868$2M0.1%2026-Q1
Hudson Oak Wealth Advisory LLC added19,188$2M0.1%2026-Q1
Arcus Capital Partners, LLC trimmed17,822$2M0.1%2026-Q1
FWG Investments, LLC.17,134$2M0.1%2026-Q1
Balentine LLC added16,780$2M0.1%2026-Q1
U.S. Capital Wealth Advisors, LLC added16,560$2M0.1%2026-Q1
Lester Murray Antman dba SimplyRich added16,421$2M0.1%2026-Q1
CIBC WORLD MARKET INC. added15,623$2M0.1%2026-Q1
Stratos Wealth Advisors, LLC trimmed15,614$2M0.1%2026-Q1
XY Planning Network, Inc. trimmed15,168$2M0.1%2026-Q1
Ausdal Financial Partners, Inc. trimmed14,274$2M0.1%2026-Q1
John A. Wolfe & Associates, Inc. trimmed14,109$2M0.1%2026-Q1
Clearstead Advisors, LLC added13,683$2M0.1%2026-Q1
FMR LLC added13,664$2M0.1%2026-Q1
Chatterton & Associates Inc. added12,962$2M0.1%2026-Q1
Visionary Wealth Advisors trimmed13,082$2M0.1%2026-Q1
Independent Advisor Alliance added12,980$2M0.1%2026-Q1
AQR CAPITAL MANAGEMENT LLC added12,780$2M0.1%2026-Q1
UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed12,744$2M0.1%2026-Q1
COMMON FUND FOR NONPROFIT ORGANIZATIONS new257,027$31M1.5%2025-Q3 stale
SEARCY FINANCIAL SERVICES INC /ADV added228,748$27M1.3%2025-Q4 stale
Glenmede Investment Management, LP trimmed98,468$12M0.6%2025-Q3 stale
Fiera Capital Corp67,230$8M0.4%2025-Q4 stale
WFA Asset Management Corp trimmed58,709$7M0.3%2025-Q3 stale
Allianz Asset Management GmbH added28,700$3M0.2%2025-Q4 stale
John W. Brooker & Co., CPAs trimmed25,360$3M0.1%2025-Q1 stale
J. Safra Sarasin Holding AG new22,287$3M0.1%2025-Q2 stale
RWA WEALTH PARTNERS, LLC new22,644$3M0.1%2025-Q1 stale
Algorithmic Investment Models, LLC new20,704$2M0.1%2025-Q1 stale
Consolidated Portfolio Review Corp added16,585$2M0.1%2025-Q3 stale
Vantage Financial Partners, LLC added15,792$2M0.1%2025-Q4 stale
First International Bank & Trust15,100$2M0.1%2025-Q1 stale
Financial Advisors, LLC14,303$2M0.1%2025-Q3 stale
TFB Advisors LLC added14,068$2M0.1%2025-Q4 stale

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.

HoldersTotal shares

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.

Learn how to read institutional ownership