Who owns CWI
Which tracked institutional funds hold CWI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CWI company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-25). 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 CWI is one-sided between 2026-Q1 and 2026-Q2: 90 added or opened and 20 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
CWI’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 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes CWI more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in CWI 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 262 tracked filers holding CWI, 112 increased or opened the position and 118 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 CWI 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 5
- Pathstone Holdings, LLC$14M
- Jupiter Topco LLC$2M
- OLD MISSION CAPITAL LLC$2M
- Global Retirement Partners, LLC$1M
- Nuveen, LLC$718K
Full exits 11
- HighTower Advisors, LLC$66M
- Clal Insurance Enterprises Holdings Ltd$16M
- Mill Creek Capital Advisors, LLC$13M
- HANTZ FINANCIAL SERVICES, INC.$12M
- Cambridge Investment Research Advisors, Inc.$6M
- 3EDGE Asset Management, LP$3M
Largest adds
- BANK OF AMERICA CORP /DE/$58M
- Merit Financial Group, LLC$25M
- PNC Financial Services Group, Inc.$24M
- AMERIPRISE FINANCIAL INC$20M
- NewEdge Advisors, LLC$15M
- Mirae Asset Global Investments Co., Ltd.$12M
Largest trims
- JANE STREET GROUP, LLC$55M
- Equitable Holdings, Inc.$4M
- Wealth Alliance Advisory Group, LLC$1M
- Portus Wealth Advisors, LLC$1M
- Corient Private Wealth LP$1M
- Dakota Wealth Management$766K
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/ added | 9,374,374 | $381M | 18.7% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 4,698,754 | $191M | 9.4% | 2026-Q2 |
| Merit Financial Group, LLC added | 3,751,310 | $153M | 7.5% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. trimmed | 3,228,420 | $131M | 6.4% | 2026-Q2 |
| Avantax Planning Partners, Inc. trimmed | 2,270,916 | $92M | 4.5% | 2026-Q2 |
| LPL Financial LLC trimmed | 1,669,007 | $68M | 3.3% | 2026-Q2 |
| GLOBALT Investments LLC / GA trimmed | 1,449,863 | $59M | 2.9% | 2026-Q2 |
| HENGEHOLD CAPITAL MANAGEMENT LLC added | 1,214,749 | $49M | 2.4% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 1,027,849 | $42M | 2.1% | 2026-Q2 |
| Pitcairn Wealth Advisors LLC trimmed | 988,601 | $40M | 2.0% | 2026-Q2 |
| MORGAN STANLEY added | 945,625 | $38M | 1.9% | 2026-Q2 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC added | 895,548 | $36M | 1.8% | 2026-Q2 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC trimmed | 861,432 | $35M | 1.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 802,257 | $33M | 1.6% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 694,399 | $28M | 1.4% | 2026-Q2 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC trimmed | 642,125 | $26M | 1.3% | 2026-Q2 |
| Jacobi Capital Management LLC added | 628,879 | $26M | 1.3% | 2026-Q2 |
| Forvis Mazars Wealth Advisors, LLC trimmed | 627,989 | $26M | 1.3% | 2026-Q2 |
| Private Advisor Group, LLC added | 616,487 | $25M | 1.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 601,607 | $24M | 1.2% | 2026-Q2 |
| Gerber Kawasaki Wealth & Investment Management trimmed | 445,173 | $18M | 0.9% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC added | 443,931 | $18M | 0.9% | 2026-Q2 |
| Stonebrook Private Inc. added | 438,294 | $18M | 0.9% | 2026-Q2 |
| Wilmington Savings Fund Society, FSB trimmed | 421,095 | $17M | 0.8% | 2026-Q2 |
| NewEdge Advisors, LLC added | 369,468 | $15M | 0.7% | 2026-Q2 |
| Sequoia Financial Advisors, LLC trimmed | 355,329 | $14M | 0.7% | 2026-Q2 |
| Pathstone Holdings, LLC new | 346,048 | $14M | 0.7% | 2026-Q2 |
| Atlas Private Wealth Advisors added | 345,135 | $14M | 0.7% | 2026-Q2 |
| Waverly Advisors, LLC added | 314,489 | $13M | 0.6% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 308,229 | $13M | 0.6% | 2026-Q2 |
| ARCADIA INVESTMENT ADVISORS LLC trimmed | 307,362 | $13M | 0.6% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 296,901 | $12M | 0.6% | 2026-Q2 |
| IAG Wealth Partners, LLC added | 282,870 | $12M | 0.6% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 279,708 | $11M | 0.6% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 279,603 | $11M | 0.6% | 2026-Q2 |
| UBS Group AG trimmed | 277,979 | $11M | 0.6% | 2026-Q2 |
| WHITTIER TRUST CO trimmed | 268,290 | $11M | 0.5% | 2026-Q2 |
| Friday Financial added | 265,560 | $11M | 0.5% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 256,192 | $10M | 0.5% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 243,680 | $10M | 0.5% | 2026-Q2 |
| Savant Capital, LLC added | 229,701 | $9M | 0.4% | 2026-Q2 |
| Portus Wealth Advisors, LLC trimmed | 220,496 | $9M | 0.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 220,363 | $9M | 0.4% | 2026-Q2 |
| NICOLET BANKSHARES INC added | 211,015 | $9M | 0.4% | 2026-Q2 |
| NISA INVESTMENT ADVISORS, LLC | 199,000 | $8M | 0.4% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 190,834 | $8M | 0.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 186,518 | $8M | 0.4% | 2026-Q2 |
| Courage Miller Partners, LLC trimmed | 186,320 | $8M | 0.4% | 2026-Q2 |
| TOBIAS FINANCIAL ADVISORS, INC. added | 183,600 | $7M | 0.4% | 2026-Q2 |
| Brady Martz Wealth Solutions, LLC trimmed | 177,774 | $7M | 0.4% | 2026-Q2 |
| CVFG LLC trimmed | 172,132 | $7M | 0.3% | 2026-Q2 |
| Mariner, LLC added | 171,959 | $7M | 0.3% | 2026-Q2 |
| Clearstead Advisors, LLC added | 160,157 | $7M | 0.3% | 2026-Q2 |
| Opal Wealth Advisors, LLC added | 151,249 | $6M | 0.3% | 2026-Q2 |
| Valmark Advisers, Inc. trimmed | 148,606 | $6M | 0.3% | 2026-Q2 |
| Sterling Group Wealth Management, LLC trimmed | 141,423 | $6M | 0.3% | 2026-Q2 |
| Walkner Condon Financial Advisors LLC added | 140,659 | $6M | 0.3% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 137,269 | $6M | 0.3% | 2026-Q2 |
| TD PRIVATE CLIENT WEALTH LLC added | 136,630 | $6M | 0.3% | 2026-Q2 |
| CWC Advisors, LLC. trimmed | 135,144 | $5M | 0.3% | 2026-Q2 |
| Montecito Bank & Trust trimmed | 129,973 | $5M | 0.3% | 2026-Q2 |
| Midwest Trust Co trimmed | 129,527 | $5M | 0.3% | 2026-Q2 |
| Mutual Advisors, LLC trimmed | 128,892 | $5M | 0.3% | 2026-Q2 |
| Focus Partners Wealth trimmed | 126,394 | $5M | 0.3% | 2026-Q2 |
| Capital Investment Advisors, LLC trimmed | 111,244 | $5M | 0.2% | 2026-Q2 |
| NOVEM GROUP added | 109,572 | $4M | 0.2% | 2026-Q2 |
| TIEMANN INVESTMENT ADVISORS, LLC trimmed | 107,193 | $4M | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 101,084 | $4M | 0.2% | 2026-Q2 |
| Chesley Taft & Associates LLC added | 97,497 | $4M | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 92,809 | $4M | 0.2% | 2026-Q2 |
| BTC Capital Management, Inc. | 91,457 | $4M | 0.2% | 2026-Q2 |
| Pinnacle Financial Partners, Inc. added | 88,895 | $4M | 0.2% | 2026-Q2 |
| Focus Financial Network, Inc. trimmed | 85,375 | $3M | 0.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 84,047 | $3M | 0.2% | 2026-Q2 |
| Cetera Investment Advisers added | 82,795 | $3M | 0.2% | 2026-Q2 |
| Cerity Partners Retirement Plan Advisors LLC added | 82,743 | $3M | 0.2% | 2026-Q2 |
| Freestone Capital Holdings, LLC | 81,041 | $3M | 0.2% | 2026-Q2 |
| Cerity Partners LLC trimmed | 77,425 | $3M | 0.2% | 2026-Q2 |
| FIRST AMERICAN TRUST, FSB trimmed | 77,123 | $3M | 0.2% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 76,028 | $3M | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 73,133 | $3M | 0.1% | 2026-Q2 |
| MERIDIAN INVESTMENT COUNSEL INC. trimmed | 70,239 | $3M | 0.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 69,818 | $3M | 0.1% | 2026-Q2 |
| Ironsides Asset Advisors, LLC trimmed | 69,130 | $3M | 0.1% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 68,146 | $3M | 0.1% | 2026-Q2 |
| MEITAV INVESTMENT HOUSE LTD added | 64,494 | $3M | 0.1% | 2026-Q2 |
| Financial Engines Advisors L.L.C. trimmed | 59,081 | $2M | 0.1% | 2026-Q2 |
| HHM Wealth Advisors, LLC trimmed | 56,539 | $2M | 0.1% | 2026-Q2 |
| SEI INVESTMENTS CO added | 55,086 | $2M | 0.1% | 2026-Q2 |
| Jupiter Topco LLC new | 53,676 | $2M | 0.1% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 52,534 | $2M | 0.1% | 2026-Q2 |
| EASTERN BANK trimmed | 51,952 | $2M | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 50,934 | $2M | 0.1% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed | 50,614 | $2M | 0.1% | 2026-Q2 |
| MONOGRAPH WEALTH ADVISORS, LLC | 49,665 | $2M | 0.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 48,228 | $2M | 0.1% | 2026-Q2 |
| Belpointe Asset Management LLC added | 44,359 | $2M | 0.1% | 2026-Q2 |
| Creative Planning added | 44,354 | $2M | 0.1% | 2026-Q2 |
| BAILARD, INC. trimmed | 41,141 | $2M | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 38,709 | $2M | 0.1% | 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.