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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| SEI INVESTMENTS CO added | 2,656,828 | $318M | 15.2% | 2026-Q1 |
| ASPIRIANT, LLC added | 2,438,432 | $291M | 13.9% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 1,727,605 | $206M | 9.9% | 2026-Q1 |
| BlackRock, Inc. trimmed | 1,268,494 | $152M | 7.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,212,234 | $145M | 6.9% | 2026-Q1 |
| 1832 Asset Management L.P. trimmed | 924,107 | $110M | 5.3% | 2026-Q1 |
| LPL Financial LLC added | 723,188 | $86M | 4.1% | 2026-Q1 |
| UBS Group AG added | 500,648 | $60M | 2.9% | 2026-Q1 |
| MORGAN STANLEY added | 412,329 | $49M | 2.4% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 392,766 | $47M | 2.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 193,468 | $23M | 1.1% | 2026-Q1 |
| DORVAL Corp added | 180,482 | $22M | 1.0% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 177,037 | $21M | 1.0% | 2026-Q1 |
| BESSEMER GROUP INC | 168,189 | $20M | 1.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 166,791 | $20M | 1.0% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 150,498 | $18M | 0.9% | 2026-Q1 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC trimmed | 134,626 | $16M | 0.8% | 2026-Q1 |
| Ackerman Capital Advisors, LLC trimmed | 129,439 | $15M | 0.7% | 2026-Q1 |
| HB Wealth Management, LLC trimmed | 122,732 | $15M | 0.7% | 2026-Q1 |
| Patriot Financial Group Insurance Agency, LLC added | 119,288 | $14M | 0.7% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 116,045 | $14M | 0.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 110,927 | $13M | 0.6% | 2026-Q1 |
| Equitable Holdings, Inc. added | 104,408 | $12M | 0.6% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 93,945 | $11M | 0.5% | 2026-Q1 |
| Tacita Capital Inc added | 89,226 | $11M | 0.5% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 88,304 | $11M | 0.5% | 2026-Q1 |
| Mariner, LLC trimmed | 88,137 | $11M | 0.5% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 85,513 | $10M | 0.5% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 85,154 | $10M | 0.5% | 2026-Q1 |
| Dynamic Advisor Solutions LLC added | 80,936 | $10M | 0.5% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 79,563 | $10M | 0.5% | 2026-Q1 |
| Sequoia Financial Advisors, LLC added | 78,766 | $9M | 0.4% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 74,559 | $9M | 0.4% | 2026-Q1 |
| GLENMEDE TRUST CO NA trimmed | 72,948 | $9M | 0.4% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 72,823 | $9M | 0.4% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 65,261 | $8M | 0.4% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 63,321 | $8M | 0.4% | 2026-Q1 |
| Cetera Investment Advisers added | 59,773 | $7M | 0.3% | 2026-Q1 |
| Parkway Wealth Management Group, LLC trimmed | 51,978 | $6M | 0.3% | 2026-Q1 |
| Choate Investment Advisors new | 49,288 | $6M | 0.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 48,771 | $6M | 0.3% | 2026-Q1 |
| IRON Financial LLC trimmed | 48,447 | $6M | 0.3% | 2026-Q1 |
| SYM FINANCIAL Corp added | 48,238 | $6M | 0.3% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ added | 48,138 | $6M | 0.3% | 2026-Q1 |
| Apella Capital, LLC new | 45,508 | $6M | 0.3% | 2026-Q1 |
| FLOW TRADERS U.S. LLC trimmed | 46,170 | $6M | 0.3% | 2026-Q1 |
| Financial Connections Group, Inc. trimmed | 44,539 | $5M | 0.3% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 42,235 | $5M | 0.2% | 2026-Q1 |
| Cadent Capital Advisors, LLC trimmed | 37,640 | $4M | 0.2% | 2026-Q1 |
| M Holdings Securities, Inc. trimmed | 37,587 | $4M | 0.2% | 2026-Q1 |
| Brookstone Capital Management added | 36,221 | $4M | 0.2% | 2026-Q1 |
| Annex Advisory Services, LLC trimmed | 35,462 | $4M | 0.2% | 2026-Q1 |
| CWM, LLC added | 34,141 | $4M | 0.2% | 2026-Q1 |
| GSG Advisors LLC added | 33,439 | $4M | 0.2% | 2026-Q1 |
| &PARTNERS trimmed | 33,389 | $4M | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 32,997 | $4M | 0.2% | 2026-Q1 |
| Creekside Partners trimmed | 31,563 | $4M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 31,150 | $4M | 0.2% | 2026-Q1 |
| Merit Financial Group, LLC added | 30,305 | $4M | 0.2% | 2026-Q1 |
| OLD NATIONAL BANCORP /IN/ added | 30,104 | $4M | 0.2% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 29,015 | $3M | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 28,860 | $3M | 0.2% | 2026-Q1 |
| PRUDENTIAL PLC added | 25,576 | $3M | 0.1% | 2026-Q1 |
| Selby Wealth Management, LLC trimmed | 22,284 | $3M | 0.1% | 2026-Q1 |
| Perigon Wealth Management, LLC trimmed | 20,565 | $2M | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 20,534 | $2M | 0.1% | 2026-Q1 |
| K2 Financial Inc. added | 19,868 | $2M | 0.1% | 2026-Q1 |
| Hudson Oak Wealth Advisory LLC added | 19,188 | $2M | 0.1% | 2026-Q1 |
| Arcus Capital Partners, LLC trimmed | 17,822 | $2M | 0.1% | 2026-Q1 |
| FWG Investments, LLC. | 17,134 | $2M | 0.1% | 2026-Q1 |
| Balentine LLC added | 16,780 | $2M | 0.1% | 2026-Q1 |
| U.S. Capital Wealth Advisors, LLC added | 16,560 | $2M | 0.1% | 2026-Q1 |
| Lester Murray Antman dba SimplyRich added | 16,421 | $2M | 0.1% | 2026-Q1 |
| CIBC WORLD MARKET INC. added | 15,623 | $2M | 0.1% | 2026-Q1 |
| Stratos Wealth Advisors, LLC trimmed | 15,614 | $2M | 0.1% | 2026-Q1 |
| XY Planning Network, Inc. trimmed | 15,168 | $2M | 0.1% | 2026-Q1 |
| Ausdal Financial Partners, Inc. trimmed | 14,274 | $2M | 0.1% | 2026-Q1 |
| John A. Wolfe & Associates, Inc. trimmed | 14,109 | $2M | 0.1% | 2026-Q1 |
| Clearstead Advisors, LLC added | 13,683 | $2M | 0.1% | 2026-Q1 |
| FMR LLC added | 13,664 | $2M | 0.1% | 2026-Q1 |
| Chatterton & Associates Inc. added | 12,962 | $2M | 0.1% | 2026-Q1 |
| Visionary Wealth Advisors trimmed | 13,082 | $2M | 0.1% | 2026-Q1 |
| Independent Advisor Alliance added | 12,980 | $2M | 0.1% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 12,780 | $2M | 0.1% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed | 12,744 | $2M | 0.1% | 2026-Q1 |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS new | 257,027 | $31M | 1.5% | 2025-Q3 stale |
| SEARCY FINANCIAL SERVICES INC /ADV added | 228,748 | $27M | 1.3% | 2025-Q4 stale |
| Glenmede Investment Management, LP trimmed | 98,468 | $12M | 0.6% | 2025-Q3 stale |
| Fiera Capital Corp | 67,230 | $8M | 0.4% | 2025-Q4 stale |
| WFA Asset Management Corp trimmed | 58,709 | $7M | 0.3% | 2025-Q3 stale |
| Allianz Asset Management GmbH added | 28,700 | $3M | 0.2% | 2025-Q4 stale |
| John W. Brooker & Co., CPAs trimmed | 25,360 | $3M | 0.1% | 2025-Q1 stale |
| J. Safra Sarasin Holding AG new | 22,287 | $3M | 0.1% | 2025-Q2 stale |
| RWA WEALTH PARTNERS, LLC new | 22,644 | $3M | 0.1% | 2025-Q1 stale |
| Algorithmic Investment Models, LLC new | 20,704 | $2M | 0.1% | 2025-Q1 stale |
| Consolidated Portfolio Review Corp added | 16,585 | $2M | 0.1% | 2025-Q3 stale |
| Vantage Financial Partners, LLC added | 15,792 | $2M | 0.1% | 2025-Q4 stale |
| First International Bank & Trust | 15,100 | $2M | 0.1% | 2025-Q1 stale |
| Financial Advisors, LLC | 14,303 | $2M | 0.1% | 2025-Q3 stale |
| TFB Advisors LLC added | 14,068 | $2M | 0.1% | 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.
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.