Who owns 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-Q2 13F filings (latest filed 2026-08-20). 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
The tracked-fund tape on CWB is one-sided between 2026-Q1 and 2026-Q2: 185 added or opened and 44 trimmed or exited — on balance accumulating.
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 0.2pp 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 2026-Q1 and 2026-Q2, across 547 tracked filers holding CWB, 241 increased or opened the position and 250 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 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 25
- Horizon Investments, LLC$29M
- POTOMAC FUND MANAGEMENT INC /ADV$28M
- Wealth Watch Advisors, INC$22M
- Lifestyle Asset Management, Inc.$15M
- CAPSTONE INVESTMENT ADVISORS, LLC$14M
- OPPENHEIMER ASSET MANAGEMENT INC.$12M
Full exits 19
- BESSEMER GROUP INC$111M
- JANE STREET GROUP, LLC$41M
- Cambridge Investment Research Advisors, Inc.$24M
- Janney Montgomery Scott LLC$14M
- Arkos Global Advisors$7M
- HighTower Advisors, LLC$5M
Largest adds
- Howard Capital Management, LLC$214M
- ENVESTNET ASSET MANAGEMENT INC$175M
- Cetera Investment Advisers$126M
- LPL Financial LLC$61M
- BANK OF AMERICA CORP /DE/$36M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$30M
Largest trims
- GOLDMAN SACHS GROUP INC$14M
- McAdam, LLC$8M
- BLUEFIN CAPITAL MANAGEMENT, LLC$7M
- Spectrum Wealth Advisory Group, LLC$5M
- ALLIANCEBERNSTEIN L.P.$3M
- Advisors Preferred, LLC$3M
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 |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ trimmed | 2,588,077 | $279M | 9.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 2,004,950 | $216M | 7.1% | 2026-Q2 |
| Howard Capital Management, LLC added | 1,993,096 | $215M | 7.1% | 2026-Q2 |
| LPL Financial LLC added | 1,628,253 | $176M | 5.8% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 1,524,239 | $164M | 5.4% | 2026-Q2 |
| MORGAN STANLEY trimmed | 1,496,947 | $161M | 5.3% | 2026-Q2 |
| Cetera Investment Advisers added | 1,274,155 | $137M | 4.5% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 1,231,810 | $133M | 4.4% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 813,427 | $88M | 2.9% | 2026-Q2 |
| ASSETMARK, INC trimmed | 743,030 | $80M | 2.6% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 736,701 | $79M | 2.6% | 2026-Q2 |
| DEUTSCHE BANK AG\ | 684,479 | $74M | 2.4% | 2026-Q2 |
| Goodman Advisory Group, LLC added | 526,030 | $57M | 1.9% | 2026-Q2 |
| UBS Group AG added | 489,822 | $53M | 1.7% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 422,729 | $46M | 1.5% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 389,739 | $42M | 1.4% | 2026-Q2 |
| One Wealth Map LLC added | 388,508 | $38M | 1.3% | 2026-Q2 |
| New York Life Investment Management LLC trimmed | 365,834 | $39M | 1.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 354,204 | $38M | 1.3% | 2026-Q2 |
| Horizon Investments, LLC added | 272,048 | $29M | 1.0% | 2026-Q2 |
| POTOMAC FUND MANAGEMENT INC /ADV added | 257,100 | $28M | 0.9% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 246,300 | $27M | 0.9% | 2026-Q2 |
| River Wealth Advisors LLC | 237,136 | $22M | 0.7% | 2026-Q2 |
| FIL Ltd added | 221,301 | $24M | 0.8% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 210,502 | $23M | 0.8% | 2026-Q2 |
| Wealth Watch Advisors, INC trimmed | 206,138 | $22M | 0.7% | 2026-Q2 |
| Estate Counselors, LLC trimmed | 205,995 | $22M | 0.7% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 197,512 | $18M | 0.6% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 195,723 | $21M | 0.7% | 2026-Q2 |
| DV Trading LLC added | 185,314 | $20M | 0.7% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 183,756 | $20M | 0.7% | 2026-Q2 |
| XML Financial, LLC trimmed | 181,451 | $20M | 0.6% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 173,886 | $18M | 0.6% | 2026-Q2 |
| Advyzon Investment Management, LLC added | 170,089 | $18M | 0.6% | 2026-Q2 |
| Orion Porfolio Solutions, LLC added | 167,842 | $18M | 0.6% | 2026-Q2 |
| Waldron Private Wealth LLC trimmed | 167,023 | $18M | 0.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 160,012 | $17M | 0.6% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC trimmed | 145,164 | $16M | 0.5% | 2026-Q2 |
| Lifestyle Asset Management, Inc. trimmed | 137,965 | $15M | 0.5% | 2026-Q2 |
| AMG National Trust Bank added | 133,948 | $14M | 0.5% | 2026-Q2 |
| CAPSTONE INVESTMENT ADVISORS, LLC added | 130,601 | $14M | 0.5% | 2026-Q2 |
| Modera Wealth Management, LLC trimmed | 130,573 | $14M | 0.5% | 2026-Q2 |
| OPPENHEIMER & CO INC trimmed | 129,764 | $14M | 0.5% | 2026-Q2 |
| Aegis Wealth Management, Inc. added | 121,883 | $13M | 0.4% | 2026-Q2 |
| William Mack & Associates, Inc. added | 119,630 | $13M | 0.4% | 2026-Q2 |
| Kingsview Wealth Management, LLC trimmed | 117,874 | $13M | 0.4% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 112,862 | $12M | 0.4% | 2026-Q2 |
| OPPENHEIMER ASSET MANAGEMENT INC. added | 112,765 | $12M | 0.4% | 2026-Q2 |
| Financial & Tax Architects, LLC added | 107,263 | $12M | 0.4% | 2026-Q2 |
| Paulson Wealth Management Inc. trimmed | 99,629 | $11M | 0.4% | 2026-Q2 |
| NTV Asset Management LLC added | 97,663 | $11M | 0.3% | 2026-Q2 |
| Strategic Investment Advisors / MI trimmed | 93,235 | $10M | 0.3% | 2026-Q2 |
| Anderson Financial Strategies, LLC trimmed | 91,417 | $9M | 0.3% | 2026-Q2 |
| Paladin Partners, LLC trimmed | 88,414 | $10M | 0.3% | 2026-Q2 |
| TD Asset Management Inc added | 87,800 | $9M | 0.3% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 87,183 | $9M | 0.3% | 2026-Q2 |
| Advisors Preferred, LLC trimmed | 83,103 | $9M | 0.3% | 2026-Q2 |
| Windsor Capital Management, LLC trimmed | 80,797 | $9M | 0.3% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT CO LTD added | 79,482 | $9M | 0.3% | 2026-Q2 |
| CITIGROUP INC added | 76,433 | $8M | 0.3% | 2026-Q2 |
| NorthCoast Asset Management LLC added | 75,853 | $8M | 0.3% | 2026-Q2 |
| WIN ADVISORS, INC trimmed | 74,914 | $8M | 0.3% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC trimmed | 74,053 | $8M | 0.3% | 2026-Q2 |
| Discipline Wealth Solutions, LLC trimmed | 72,762 | $8M | 0.3% | 2026-Q2 |
| Baron Financial Group, LLC trimmed | 71,576 | $8M | 0.3% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 70,636 | $8M | 0.3% | 2026-Q2 |
| Finward Bancorp added | 70,187 | $8M | 0.3% | 2026-Q2 |
| US BANCORP \DE\ added | 69,683 | $8M | 0.2% | 2026-Q2 |
| J. M. Brown & Associates Inc. new | 69,628 | $8M | 0.2% | 2026-Q2 |
| Riggs Asset Managment Co. Inc. added | 68,917 | $7M | 0.2% | 2026-Q2 |
| Petix & Botte Co added | 68,652 | $7M | 0.2% | 2026-Q2 |
| SYKON CAPITAL LLC added | 68,474 | $7M | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC added | 67,355 | $7M | 0.2% | 2026-Q2 |
| HMS Capital Management, LLC trimmed | 65,653 | $7M | 0.2% | 2026-Q2 |
| David J Yvars Group added | 65,077 | $7M | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 62,798 | $7M | 0.2% | 2026-Q2 |
| Cooper Capital Advisors LLC added | 62,491 | $7M | 0.2% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. added | 61,924 | $7M | 0.2% | 2026-Q2 |
| TRUE Private Wealth Advisors added | 61,307 | $7M | 0.2% | 2026-Q2 |
| Ausdal Financial Partners, Inc. added | 61,032 | $7M | 0.2% | 2026-Q2 |
| World Investment Advisors added | 60,443 | $6M | 0.2% | 2026-Q2 |
| Creative Planning trimmed | 57,353 | $6M | 0.2% | 2026-Q2 |
| Indivisible Partners added | 56,752 | $6M | 0.2% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 56,719 | $6M | 0.2% | 2026-Q2 |
| Bank of New York Mellon Corp added | 55,574 | $6M | 0.2% | 2026-Q2 |
| Florin Court Capital LLP added | 54,395 | $6M | 0.2% | 2026-Q2 |
| Guardian Capital, LLC added | 54,212 | $6M | 0.2% | 2026-Q2 |
| Sterling Investment Advisors, Ltd. trimmed | 53,987 | $6M | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 53,234 | $6M | 0.2% | 2026-Q2 |
| Hershey Financial Advisers, LLC added | 53,167 | $6M | 0.2% | 2026-Q2 |
| Brindle & Bay Financial Advisors, LLC trimmed | 52,032 | $6M | 0.2% | 2026-Q2 |
| NewSquare Capital LLC added | 51,420 | $6M | 0.2% | 2026-Q2 |
| Elevation Capital Advisory, LLC added | 51,236 | $6M | 0.2% | 2026-Q2 |
| Allworth Financial LP trimmed | 50,490 | $5M | 0.2% | 2026-Q2 |
| Sage Capital Management, LLC added | 50,263 | $5M | 0.2% | 2026-Q2 |
| Galvin, Gaustad & Stein, LLC added | 49,280 | $5M | 0.2% | 2026-Q2 |
| CHESAPEAKE CAPITAL CORP /IL/ added | 46,441 | $5M | 0.2% | 2026-Q2 |
| Tidal Investments LLC added | 46,441 | $5M | 0.2% | 2026-Q2 |
| WESBANCO BANK INC added | 45,740 | $5M | 0.2% | 2026-Q2 |
| Hilltop Holdings Inc. added | 44,282 | $5M | 0.2% | 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.