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Institutional Ownership · SEC Form 13F

Who owns CWB (CWB)


Which tracked institutional funds hold CWB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CWB 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.

522
Institutional holders
27,265,509
Shares held (tracked funds)

How the tape is positioned

93 tracked funds added or opened CWB while 70 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

CWB’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 0.1pp gap the other way — the median holder sizes CWB more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in CWB 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 522 tracked filers holding CWB, 214 increased or opened the position and 246 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 CWB 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 28

  • Kingsview Wealth Management, LLC$12M
  • Financial & Tax Architects, LLC$10M
  • BLUEFIN CAPITAL MANAGEMENT, LLC$10M
  • WIN ADVISORS, INC$9M
  • NewSquare Capital LLC$5M
  • Nilsine Partners, LLC$4M

Full exits 14

  • POTOMAC FUND MANAGEMENT INC /ADV$23M
  • Wealth Watch Advisors, INC$21M
  • Lifestyle Asset Management, Inc.$13M
  • PFG Advisors$8M
  • Horizon Investments, LLC$7M
  • Cordatus Wealth Management LLC$3M

Largest adds

  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$101M
  • BESSEMER GROUP INC$10M
  • Estate Counselors, LLC$9M
  • BANK OF AMERICA CORP /DE/$9M
  • Advyzon Investment Management, LLC$8M
  • Discipline Wealth Solutions, LLC$7M

Largest trims

  • Howard Capital Management Inc.$206M
  • ENVESTNET ASSET MANAGEMENT INC$158M
  • Cetera Investment Advisers$117M
  • Orion Porfolio Solutions, LLC$38M
  • LPL Financial LLC$26M
  • RAYMOND JAMES FINANCIAL INC$18M

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
BANK OF AMERICA CORP /DE/ added2,654,014$243M10.5%2026-Q1
MORGAN STANLEY added1,611,345$147M6.4%2026-Q1
WELLS FARGO & COMPANY/MN added1,493,580$137M5.9%2026-Q1
LPL Financial LLC trimmed1,250,180$114M5.0%2026-Q1
BESSEMER GROUP INC added1,215,879$111M4.8%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added1,123,841$103M4.5%2026-Q1
ASSETMARK, INC trimmed842,982$77M3.3%2026-Q1
AMERIPRISE FINANCIAL INC added841,207$77M3.3%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. trimmed753,977$69M3.0%2026-Q1
DEUTSCHE BANK AG\ trimmed684,479$63M2.7%2026-Q1
Goodman Advisory Group, LLC trimmed522,882$48M2.1%2026-Q1
UBS Group AG added486,749$45M1.9%2026-Q1
JANE STREET GROUP, LLC trimmed451,825$41M1.8%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed449,359$41M1.8%2026-Q1
GOLDMAN SACHS GROUP INC trimmed446,402$41M1.8%2026-Q1
BANK OF MONTREAL /CAN/ trimmed437,880$40M1.7%2026-Q1
One Wealth Map LLC trimmed371,488$38M1.6%2026-Q1
ROYAL BANK OF CANADA trimmed384,062$35M1.5%2026-Q1
New York Life Investment Management LLC trimmed374,494$34M1.5%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed310,778$28M1.2%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed264,377$24M1.1%2026-Q1
River Wealth Advisors LLC added237,136$22M0.9%2026-Q1
Estate Counselors, LLC added230,144$21M0.9%2026-Q1
ALLIANCEBERNSTEIN L.P. trimmed233,908$21M0.9%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed214,145$20M0.9%2026-Q1
TRUIST FINANCIAL CORP trimmed209,450$19M0.8%2026-Q1
STIFEL FINANCIAL CORP added195,944$18M0.8%2026-Q1
XML Financial, LLC trimmed186,523$17M0.7%2026-Q1
Waldron Private Wealth LLC trimmed180,557$17M0.7%2026-Q1
GUGGENHEIM CAPITAL LLC added169,507$16M0.7%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed156,375$15M0.6%2026-Q1
Janney Montgomery Scott LLC trimmed154,164$14M0.6%2026-Q1
OSAIC HOLDINGS, INC. trimmed148,772$14M0.6%2026-Q1
AMG National Trust Bank added133,926$12M0.5%2026-Q1
OPPENHEIMER & CO INC trimmed132,117$12M0.5%2026-Q1
Modera Wealth Management, LLC trimmed131,389$12M0.5%2026-Q1
Kingsview Wealth Management, LLC added130,481$12M0.5%2026-Q1
McAdam, LLC added129,377$12M0.5%2026-Q1
Advisors Preferred, LLC added125,232$11M0.5%2026-Q1
Cetera Investment Advisers trimmed121,412$11M0.5%2026-Q1
William Mack & Associates, Inc. trimmed118,869$11M0.5%2026-Q1
Advyzon Investment Management, LLC added112,369$10M0.4%2026-Q1
Anderson Financial Strategies, LLC trimmed96,476$10M0.4%2026-Q1
Strategic Investment Advisors / MI added105,804$10M0.4%2026-Q1
Financial & Tax Architects, LLC trimmed105,088$10M0.4%2026-Q1
BLUEFIN CAPITAL MANAGEMENT, LLC added104,719$10M0.4%2026-Q1
Paulson Wealth Management Inc. trimmed100,332$9M0.4%2026-Q1
NTV Asset Management LLC trimmed97,403$9M0.4%2026-Q1
WIN ADVISORS, INC added96,539$9M0.4%2026-Q1
MML INVESTORS SERVICES, LLC trimmed95,629$9M0.4%2026-Q1
Steward Partners Investment Advisory, LLC trimmed91,693$8M0.4%2026-Q1
Windsor Capital Management, LLC trimmed86,438$8M0.3%2026-Q1
Spectrum Wealth Advisory Group, LLC added85,625$8M0.3%2026-Q1
PRUDENTIAL FINANCIAL INC added82,830$8M0.3%2026-Q1
Discipline Wealth Solutions, LLC added79,794$7M0.3%2026-Q1
NOMURA ASSET MANAGEMENT CO LTD75,056$7M0.3%2026-Q1
NorthCoast Asset Management LLC added74,265$7M0.3%2026-Q1
Arkos Global Advisors added73,471$7M0.3%2026-Q1
Baron Financial Group, LLC trimmed72,386$7M0.3%2026-Q1
Finward Bancorp added70,137$6M0.3%2026-Q1
Riggs Asset Managment Co. Inc. added68,068$6M0.3%2026-Q1
CITIGROUP INC added67,150$6M0.3%2026-Q1
HMS Capital Management, LLC trimmed66,766$6M0.3%2026-Q1
US BANCORP \DE\ added66,300$6M0.3%2026-Q1
Creative Planning added66,228$6M0.3%2026-Q1
Private Advisor Group, LLC trimmed65,025$6M0.3%2026-Q1
David J Yvars Group added62,571$6M0.2%2026-Q1
Mirae Asset Global Investments Co., Ltd. added61,317$6M0.2%2026-Q1
Brindle & Bay Financial Advisors, LLC added56,593$5M0.2%2026-Q1
HighTower Advisors, LLC added55,688$5M0.2%2026-Q1
Sterling Investment Advisors, Ltd. added54,361$5M0.2%2026-Q1
Rockefeller Capital Management L.P. trimmed54,090$5M0.2%2026-Q1
Concurrent Investment Advisors, LLC trimmed52,362$5M0.2%2026-Q1
Prospera Financial Services Inc trimmed51,349$5M0.2%2026-Q1
Allworth Financial LP trimmed51,261$5M0.2%2026-Q1
NewSquare Capital LLC added51,207$5M0.2%2026-Q1
Hershey Financial Advisers, LLC added50,884$5M0.2%2026-Q1
Sage Capital Management, LLC added49,660$5M0.2%2026-Q1
Chicago Partners Investment Group LLC trimmed43,527$4M0.2%2026-Q1
AXS Investments LLC trimmed46,587$4M0.2%2026-Q1
Guardian Capital, LLC added44,695$4M0.2%2026-Q1
Indivisible Partners added44,085$4M0.2%2026-Q1
IFP Advisors, Inc added43,804$4M0.2%2026-Q1
WESBANCO BANK INC trimmed43,579$4M0.2%2026-Q1
CIM, LLC trimmed43,472$4M0.2%2026-Q1
EXCHANGE TRADED CONCEPTS, LLC added42,475$4M0.2%2026-Q1
Ocean Park Asset Management, LLC added42,475$4M0.2%2026-Q1
Nilsine Partners, LLC added37,822$4M0.2%2026-Q1
Geneos Wealth Management Inc. trimmed40,729$4M0.2%2026-Q1
EFG International AG trimmed40,475$4M0.2%2026-Q1
Orion Portfolio Solutions, LLC added489,216$37M1.6%2025-Q1 stale
POTOMAC FUND MANAGEMENT INC /ADV trimmed255,798$23M1.0%2025-Q4 stale
Wealth Watch Advisors, INC added238,038$21M0.9%2025-Q4 stale
Lifestyle Asset Management, Inc. added141,135$13M0.5%2025-Q4 stale
CAPSTONE INVESTMENT ADVISORS, LLC trimmed106,801$10M0.4%2025-Q3 stale
Efficient Advisors, LLC new124,302$10M0.4%2025-Q1 stale
PFG Advisors added93,126$8M0.4%2025-Q4 stale
Elequin Capital, LP added89,729$8M0.4%2025-Q3 stale
Horizon Investments, LLC trimmed74,789$7M0.3%2025-Q4 stale
Quadrature Capital Ltd trimmed47,934$4M0.2%2025-Q2 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