Who owns CWI (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-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
59 tracked funds added or opened CWI while 22 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
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 0.1pp 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 2025-Q4 and 2026-Q1, across 267 tracked filers holding CWI, 109 increased or opened the position and 88 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 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
- JANE STREET GROUP, LLC$59M
- Stonebrook Private Inc.$11M
- Kingsview Wealth Management, LLC$8M
- Cerity Partners Retirement Plan Advisors LLC$3M
- SEI INVESTMENTS CO$2M
- Beacon Pointe Advisors, LLC$1M
Full exits 5
- Mach-1 Financial Group, LLC$9M
- NICOLET ADVISORY SERVICES, LLC$3M
- CITADEL ADVISORS LLC$3M
- Global Retirement Partners, LLC$1M
- TIAA TRUST, NATIONAL ASSOCIATION$589K
Largest adds
- Mirae Asset Global Investments Co., Ltd.$75M
- Merit Financial Group, LLC$13M
- PNC FINANCIAL SERVICES GROUP, INC.$7M
- MORGAN STANLEY$7M
- Equitable Holdings, Inc.$6M
- TRUIST FINANCIAL CORP$6M
Largest trims
- BANK OF AMERICA CORP /DE/$48M
- 3EDGE Asset Management, LP$34M
- Wealth Alliance Advisory Group, LLC$16M
- NewEdge Advisors, LLC$13M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$7M
- CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$6M
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/ trimmed | 8,835,784 | $323M | 16.5% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 4,580,294 | $168M | 8.6% | 2026-Q1 |
| Merit Financial Group, LLC added | 3,488,600 | $128M | 6.5% | 2026-Q1 |
| Mirae Asset Global Investments Co., Ltd. added | 3,261,220 | $119M | 6.1% | 2026-Q1 |
| Avantax Planning Partners, Inc. added | 2,300,372 | $84M | 4.3% | 2026-Q1 |
| HighTower Advisors, LLC added | 1,796,405 | $66M | 3.4% | 2026-Q1 |
| LPL Financial LLC added | 1,675,601 | $61M | 3.1% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 1,600,000 | $59M | 3.0% | 2026-Q1 |
| GLOBALT Investments LLC / GA added | 1,476,355 | $54M | 2.8% | 2026-Q1 |
| HENGEHOLD CAPITAL MANAGEMENT LLC added | 1,188,068 | $43M | 2.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 1,021,288 | $37M | 1.9% | 2026-Q1 |
| Pitcairn Wealth Advisors LLC added | 1,006,609 | $36M | 1.8% | 2026-Q1 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC trimmed | 879,999 | $32M | 1.6% | 2026-Q1 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC added | 856,984 | $31M | 1.6% | 2026-Q1 |
| MORGAN STANLEY added | 817,398 | $30M | 1.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 736,454 | $27M | 1.4% | 2026-Q1 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added | 644,082 | $24M | 1.2% | 2026-Q1 |
| Forvis Mazars Wealth Advisors, LLC trimmed | 636,965 | $23M | 1.2% | 2026-Q1 |
| Jacobi Capital Management LLC added | 617,366 | $23M | 1.2% | 2026-Q1 |
| Private Advisor Group, LLC added | 596,375 | $22M | 1.1% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 570,639 | $21M | 1.1% | 2026-Q1 |
| Gerber Kawasaki Wealth & Investment Management added | 447,730 | $16M | 0.8% | 2026-Q1 |
| Focus Partners Advisor Solutions, LLC added | 441,523 | $16M | 0.8% | 2026-Q1 |
| Clal Insurance Enterprises Holdings Ltd trimmed | 438,879 | $16M | 0.8% | 2026-Q1 |
| Wilmington Savings Fund Society, FSB trimmed | 426,005 | $16M | 0.8% | 2026-Q1 |
| Sequoia Financial Advisors, LLC trimmed | 365,888 | $13M | 0.7% | 2026-Q1 |
| Mill Creek Capital Advisors, LLC added | 348,384 | $13M | 0.7% | 2026-Q1 |
| HANTZ FINANCIAL SERVICES, INC. added | 328,261 | $12M | 0.6% | 2026-Q1 |
| Atlas Private Wealth Advisors added | 321,018 | $12M | 0.6% | 2026-Q1 |
| Baird Financial Group, Inc. trimmed | 316,942 | $12M | 0.6% | 2026-Q1 |
| ARCADIA INVESTMENT ADVISORS LLC trimmed | 311,018 | $11M | 0.6% | 2026-Q1 |
| Stonebrook Private Inc. new | 308,960 | $11M | 0.6% | 2026-Q1 |
| Waverly Advisors, LLC added | 307,922 | $11M | 0.6% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 294,239 | $11M | 0.6% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 286,157 | $10M | 0.5% | 2026-Q1 |
| UBS Group AG added | 284,294 | $10M | 0.5% | 2026-Q1 |
| IAG Wealth Partners, LLC added | 280,068 | $10M | 0.5% | 2026-Q1 |
| Portus Wealth Advisors, LLC added | 279,845 | $10M | 0.5% | 2026-Q1 |
| WHITTIER TRUST CO | 275,790 | $10M | 0.5% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 273,461 | $10M | 0.5% | 2026-Q1 |
| Friday Financial added | 262,616 | $10M | 0.5% | 2026-Q1 |
| Equitable Holdings, Inc. added | 264,466 | $9M | 0.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 244,006 | $9M | 0.5% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 221,389 | $8M | 0.4% | 2026-Q1 |
| Kingsview Wealth Management, LLC new | 206,979 | $8M | 0.4% | 2026-Q1 |
| NISA INVESTMENT ADVISORS, LLC | 199,000 | $7M | 0.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 198,809 | $7M | 0.4% | 2026-Q1 |
| NICOLET BANKSHARES INC added | 194,034 | $7M | 0.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 193,562 | $7M | 0.4% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 196,780 | $7M | 0.4% | 2026-Q1 |
| Courage Miller Partners, LLC trimmed | 188,650 | $7M | 0.4% | 2026-Q1 |
| TOBIAS FINANCIAL ADVISORS, INC. trimmed | 183,477 | $7M | 0.3% | 2026-Q1 |
| Brady Martz Wealth Solutions, LLC | 178,309 | $7M | 0.3% | 2026-Q1 |
| CVFG LLC trimmed | 173,756 | $6M | 0.3% | 2026-Q1 |
| Mariner, LLC added | 161,213 | $6M | 0.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 160,716 | $6M | 0.3% | 2026-Q1 |
| Clearstead Advisors, LLC added | 160,081 | $6M | 0.3% | 2026-Q1 |
| Sterling Group Wealth Management, LLC trimmed | 155,882 | $6M | 0.3% | 2026-Q1 |
| Valmark Advisers, Inc. added | 150,801 | $6M | 0.3% | 2026-Q1 |
| Opal Wealth Advisors, LLC added | 148,135 | $5M | 0.3% | 2026-Q1 |
| Walkner Condon Financial Advisors LLC | 139,004 | $5M | 0.3% | 2026-Q1 |
| CWC Advisors, LLC. added | 138,560 | $5M | 0.3% | 2026-Q1 |
| Montecito Bank & Trust added | 130,849 | $5M | 0.2% | 2026-Q1 |
| Midwest Trust Co added | 129,674 | $5M | 0.2% | 2026-Q1 |
| Mutual Advisors, LLC added | 128,980 | $5M | 0.2% | 2026-Q1 |
| Focus Partners Wealth trimmed | 127,493 | $5M | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 123,223 | $5M | 0.2% | 2026-Q1 |
| Capital Investment Advisors, LLC trimmed | 115,621 | $4M | 0.2% | 2026-Q1 |
| TD PRIVATE CLIENT WEALTH LLC added | 115,089 | $4M | 0.2% | 2026-Q1 |
| Savant Capital, LLC added | 113,628 | $4M | 0.2% | 2026-Q1 |
| TIEMANN INVESTMENT ADVISORS, LLC trimmed | 108,311 | $4M | 0.2% | 2026-Q1 |
| NOVEM GROUP added | 106,656 | $4M | 0.2% | 2026-Q1 |
| BTC Capital Management, Inc. | 91,457 | $3M | 0.2% | 2026-Q1 |
| Focus Financial Network, Inc. trimmed | 89,834 | $3M | 0.2% | 2026-Q1 |
| Chesley Taft & Associates LLC added | 86,520 | $3M | 0.2% | 2026-Q1 |
| Pinnacle Financial Partners, Inc. added | 83,893 | $3M | 0.2% | 2026-Q1 |
| 3EDGE Asset Management, LP trimmed | 86,230 | $3M | 0.2% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 81,500 | $3M | 0.2% | 2026-Q1 |
| Freestone Capital Holdings, LLC | 81,041 | $3M | 0.2% | 2026-Q1 |
| Cetera Investment Advisers added | 80,991 | $3M | 0.2% | 2026-Q1 |
| Cerity Partners LLC trimmed | 78,409 | $3M | 0.1% | 2026-Q1 |
| FIRST AMERICAN TRUST, FSB added | 77,550 | $3M | 0.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 76,910 | $3M | 0.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 72,986 | $3M | 0.1% | 2026-Q1 |
| MERIDIAN INVESTMENT COUNSEL INC. | 71,239 | $3M | 0.1% | 2026-Q1 |
| Ironsides Asset Advisors, LLC trimmed | 70,561 | $3M | 0.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC | 69,349 | $3M | 0.1% | 2026-Q1 |
| Cerity Partners Retirement Plan Advisors LLC new | 70,205 | $3M | 0.1% | 2026-Q1 |
| Financial Engines Advisors L.L.C. trimmed | 60,149 | $2M | 0.1% | 2026-Q1 |
| HHM Wealth Advisors, LLC trimmed | 59,574 | $2M | 0.1% | 2026-Q1 |
| EASTERN BANK trimmed | 55,432 | $2M | 0.1% | 2026-Q1 |
| SEI INVESTMENTS CO added | 54,173 | $2M | 0.1% | 2026-Q1 |
| PITCAIRN CO trimmed | 692,048 | $24M | 1.2% | 2025-Q3 stale |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ trimmed | 456,230 | $16M | 0.8% | 2025-Q3 stale |
| Mach-1 Financial Group, LLC trimmed | 241,519 | $9M | 0.4% | 2025-Q4 stale |
| FINANCIAL COUNSELORS INC added | 122,393 | $4M | 0.2% | 2025-Q1 stale |
| SYNOVUS FINANCIAL CORP trimmed | 84,880 | $3M | 0.2% | 2025-Q3 stale |
| NICOLET ADVISORY SERVICES, LLC new | 73,730 | $3M | 0.1% | 2025-Q4 stale |
| CITADEL ADVISORS LLC trimmed | 75,283 | $3M | 0.1% | 2025-Q4 stale |
| Priebe Wealth Holdings LLC trimmed | 76,863 | $3M | 0.1% | 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.