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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 2,654,014 | $243M | 10.5% | 2026-Q1 |
| MORGAN STANLEY added | 1,611,345 | $147M | 6.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 1,493,580 | $137M | 5.9% | 2026-Q1 |
| LPL Financial LLC trimmed | 1,250,180 | $114M | 5.0% | 2026-Q1 |
| BESSEMER GROUP INC added | 1,215,879 | $111M | 4.8% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 1,123,841 | $103M | 4.5% | 2026-Q1 |
| ASSETMARK, INC trimmed | 842,982 | $77M | 3.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 841,207 | $77M | 3.3% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 753,977 | $69M | 3.0% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 684,479 | $63M | 2.7% | 2026-Q1 |
| Goodman Advisory Group, LLC trimmed | 522,882 | $48M | 2.1% | 2026-Q1 |
| UBS Group AG added | 486,749 | $45M | 1.9% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 451,825 | $41M | 1.8% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 449,359 | $41M | 1.8% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 446,402 | $41M | 1.8% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 437,880 | $40M | 1.7% | 2026-Q1 |
| One Wealth Map LLC trimmed | 371,488 | $38M | 1.6% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 384,062 | $35M | 1.5% | 2026-Q1 |
| New York Life Investment Management LLC trimmed | 374,494 | $34M | 1.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 310,778 | $28M | 1.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 264,377 | $24M | 1.1% | 2026-Q1 |
| River Wealth Advisors LLC added | 237,136 | $22M | 0.9% | 2026-Q1 |
| Estate Counselors, LLC added | 230,144 | $21M | 0.9% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 233,908 | $21M | 0.9% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 214,145 | $20M | 0.9% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 209,450 | $19M | 0.8% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 195,944 | $18M | 0.8% | 2026-Q1 |
| XML Financial, LLC trimmed | 186,523 | $17M | 0.7% | 2026-Q1 |
| Waldron Private Wealth LLC trimmed | 180,557 | $17M | 0.7% | 2026-Q1 |
| GUGGENHEIM CAPITAL LLC added | 169,507 | $16M | 0.7% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 156,375 | $15M | 0.6% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 154,164 | $14M | 0.6% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 148,772 | $14M | 0.6% | 2026-Q1 |
| AMG National Trust Bank added | 133,926 | $12M | 0.5% | 2026-Q1 |
| OPPENHEIMER & CO INC trimmed | 132,117 | $12M | 0.5% | 2026-Q1 |
| Modera Wealth Management, LLC trimmed | 131,389 | $12M | 0.5% | 2026-Q1 |
| Kingsview Wealth Management, LLC added | 130,481 | $12M | 0.5% | 2026-Q1 |
| McAdam, LLC added | 129,377 | $12M | 0.5% | 2026-Q1 |
| Advisors Preferred, LLC added | 125,232 | $11M | 0.5% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 121,412 | $11M | 0.5% | 2026-Q1 |
| William Mack & Associates, Inc. trimmed | 118,869 | $11M | 0.5% | 2026-Q1 |
| Advyzon Investment Management, LLC added | 112,369 | $10M | 0.4% | 2026-Q1 |
| Anderson Financial Strategies, LLC trimmed | 96,476 | $10M | 0.4% | 2026-Q1 |
| Strategic Investment Advisors / MI added | 105,804 | $10M | 0.4% | 2026-Q1 |
| Financial & Tax Architects, LLC trimmed | 105,088 | $10M | 0.4% | 2026-Q1 |
| BLUEFIN CAPITAL MANAGEMENT, LLC added | 104,719 | $10M | 0.4% | 2026-Q1 |
| Paulson Wealth Management Inc. trimmed | 100,332 | $9M | 0.4% | 2026-Q1 |
| NTV Asset Management LLC trimmed | 97,403 | $9M | 0.4% | 2026-Q1 |
| WIN ADVISORS, INC added | 96,539 | $9M | 0.4% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 95,629 | $9M | 0.4% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 91,693 | $8M | 0.4% | 2026-Q1 |
| Windsor Capital Management, LLC trimmed | 86,438 | $8M | 0.3% | 2026-Q1 |
| Spectrum Wealth Advisory Group, LLC added | 85,625 | $8M | 0.3% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC added | 82,830 | $8M | 0.3% | 2026-Q1 |
| Discipline Wealth Solutions, LLC added | 79,794 | $7M | 0.3% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT CO LTD | 75,056 | $7M | 0.3% | 2026-Q1 |
| NorthCoast Asset Management LLC added | 74,265 | $7M | 0.3% | 2026-Q1 |
| Arkos Global Advisors added | 73,471 | $7M | 0.3% | 2026-Q1 |
| Baron Financial Group, LLC trimmed | 72,386 | $7M | 0.3% | 2026-Q1 |
| Finward Bancorp added | 70,137 | $6M | 0.3% | 2026-Q1 |
| Riggs Asset Managment Co. Inc. added | 68,068 | $6M | 0.3% | 2026-Q1 |
| CITIGROUP INC added | 67,150 | $6M | 0.3% | 2026-Q1 |
| HMS Capital Management, LLC trimmed | 66,766 | $6M | 0.3% | 2026-Q1 |
| US BANCORP \DE\ added | 66,300 | $6M | 0.3% | 2026-Q1 |
| Creative Planning added | 66,228 | $6M | 0.3% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 65,025 | $6M | 0.3% | 2026-Q1 |
| David J Yvars Group added | 62,571 | $6M | 0.2% | 2026-Q1 |
| Mirae Asset Global Investments Co., Ltd. added | 61,317 | $6M | 0.2% | 2026-Q1 |
| Brindle & Bay Financial Advisors, LLC added | 56,593 | $5M | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC added | 55,688 | $5M | 0.2% | 2026-Q1 |
| Sterling Investment Advisors, Ltd. added | 54,361 | $5M | 0.2% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 54,090 | $5M | 0.2% | 2026-Q1 |
| Concurrent Investment Advisors, LLC trimmed | 52,362 | $5M | 0.2% | 2026-Q1 |
| Prospera Financial Services Inc trimmed | 51,349 | $5M | 0.2% | 2026-Q1 |
| Allworth Financial LP trimmed | 51,261 | $5M | 0.2% | 2026-Q1 |
| NewSquare Capital LLC added | 51,207 | $5M | 0.2% | 2026-Q1 |
| Hershey Financial Advisers, LLC added | 50,884 | $5M | 0.2% | 2026-Q1 |
| Sage Capital Management, LLC added | 49,660 | $5M | 0.2% | 2026-Q1 |
| Chicago Partners Investment Group LLC trimmed | 43,527 | $4M | 0.2% | 2026-Q1 |
| AXS Investments LLC trimmed | 46,587 | $4M | 0.2% | 2026-Q1 |
| Guardian Capital, LLC added | 44,695 | $4M | 0.2% | 2026-Q1 |
| Indivisible Partners added | 44,085 | $4M | 0.2% | 2026-Q1 |
| IFP Advisors, Inc added | 43,804 | $4M | 0.2% | 2026-Q1 |
| WESBANCO BANK INC trimmed | 43,579 | $4M | 0.2% | 2026-Q1 |
| CIM, LLC trimmed | 43,472 | $4M | 0.2% | 2026-Q1 |
| EXCHANGE TRADED CONCEPTS, LLC added | 42,475 | $4M | 0.2% | 2026-Q1 |
| Ocean Park Asset Management, LLC added | 42,475 | $4M | 0.2% | 2026-Q1 |
| Nilsine Partners, LLC added | 37,822 | $4M | 0.2% | 2026-Q1 |
| Geneos Wealth Management Inc. trimmed | 40,729 | $4M | 0.2% | 2026-Q1 |
| EFG International AG trimmed | 40,475 | $4M | 0.2% | 2026-Q1 |
| Orion Portfolio Solutions, LLC added | 489,216 | $37M | 1.6% | 2025-Q1 stale |
| POTOMAC FUND MANAGEMENT INC /ADV trimmed | 255,798 | $23M | 1.0% | 2025-Q4 stale |
| Wealth Watch Advisors, INC added | 238,038 | $21M | 0.9% | 2025-Q4 stale |
| Lifestyle Asset Management, Inc. added | 141,135 | $13M | 0.5% | 2025-Q4 stale |
| CAPSTONE INVESTMENT ADVISORS, LLC trimmed | 106,801 | $10M | 0.4% | 2025-Q3 stale |
| Efficient Advisors, LLC new | 124,302 | $10M | 0.4% | 2025-Q1 stale |
| PFG Advisors added | 93,126 | $8M | 0.4% | 2025-Q4 stale |
| Elequin Capital, LP added | 89,729 | $8M | 0.4% | 2025-Q3 stale |
| Horizon Investments, LLC trimmed | 74,789 | $7M | 0.3% | 2025-Q4 stale |
| Quadrature Capital Ltd trimmed | 47,934 | $4M | 0.2% | 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.
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.