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Institutional Ownership · SEC Form 13F

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.

267
Institutional holders
54,297,111
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
BANK OF AMERICA CORP /DE/ trimmed8,835,784$323M16.5%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. added4,580,294$168M8.6%2026-Q1
Merit Financial Group, LLC added3,488,600$128M6.5%2026-Q1
Mirae Asset Global Investments Co., Ltd. added3,261,220$119M6.1%2026-Q1
Avantax Planning Partners, Inc. added2,300,372$84M4.3%2026-Q1
HighTower Advisors, LLC added1,796,405$66M3.4%2026-Q1
LPL Financial LLC added1,675,601$61M3.1%2026-Q1
JANE STREET GROUP, LLC added1,600,000$59M3.0%2026-Q1
GLOBALT Investments LLC / GA added1,476,355$54M2.8%2026-Q1
HENGEHOLD CAPITAL MANAGEMENT LLC added1,188,068$43M2.2%2026-Q1
TRUIST FINANCIAL CORP added1,021,288$37M1.9%2026-Q1
Pitcairn Wealth Advisors LLC added1,006,609$36M1.8%2026-Q1
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC trimmed879,999$32M1.6%2026-Q1
LODESTAR PRIVATE ASSET MANAGEMENT LLC added856,984$31M1.6%2026-Q1
MORGAN STANLEY added817,398$30M1.5%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added736,454$27M1.4%2026-Q1
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added644,082$24M1.2%2026-Q1
Forvis Mazars Wealth Advisors, LLC trimmed636,965$23M1.2%2026-Q1
Jacobi Capital Management LLC added617,366$23M1.2%2026-Q1
Private Advisor Group, LLC added596,375$22M1.1%2026-Q1
CAPTRUST FINANCIAL ADVISORS trimmed570,639$21M1.1%2026-Q1
Gerber Kawasaki Wealth & Investment Management added447,730$16M0.8%2026-Q1
Focus Partners Advisor Solutions, LLC added441,523$16M0.8%2026-Q1
Clal Insurance Enterprises Holdings Ltd trimmed438,879$16M0.8%2026-Q1
Wilmington Savings Fund Society, FSB trimmed426,005$16M0.8%2026-Q1
Sequoia Financial Advisors, LLC trimmed365,888$13M0.7%2026-Q1
Mill Creek Capital Advisors, LLC added348,384$13M0.7%2026-Q1
HANTZ FINANCIAL SERVICES, INC. added328,261$12M0.6%2026-Q1
Atlas Private Wealth Advisors added321,018$12M0.6%2026-Q1
Baird Financial Group, Inc. trimmed316,942$12M0.6%2026-Q1
ARCADIA INVESTMENT ADVISORS LLC trimmed311,018$11M0.6%2026-Q1
Stonebrook Private Inc. new308,960$11M0.6%2026-Q1
Waverly Advisors, LLC added307,922$11M0.6%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed294,239$11M0.6%2026-Q1
WELLS FARGO & COMPANY/MN added286,157$10M0.5%2026-Q1
UBS Group AG added284,294$10M0.5%2026-Q1
IAG Wealth Partners, LLC added280,068$10M0.5%2026-Q1
Portus Wealth Advisors, LLC added279,845$10M0.5%2026-Q1
WHITTIER TRUST CO275,790$10M0.5%2026-Q1
BANK OF MONTREAL /CAN/ added273,461$10M0.5%2026-Q1
Friday Financial added262,616$10M0.5%2026-Q1
Equitable Holdings, Inc. added264,466$9M0.5%2026-Q1
OSAIC HOLDINGS, INC. added244,006$9M0.5%2026-Q1
AMERIPRISE FINANCIAL INC added221,389$8M0.4%2026-Q1
Kingsview Wealth Management, LLC new206,979$8M0.4%2026-Q1
NISA INVESTMENT ADVISORS, LLC199,000$7M0.4%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added198,809$7M0.4%2026-Q1
NICOLET BANKSHARES INC added194,034$7M0.4%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed193,562$7M0.4%2026-Q1
JPMORGAN CHASE & CO trimmed196,780$7M0.4%2026-Q1
Courage Miller Partners, LLC trimmed188,650$7M0.4%2026-Q1
TOBIAS FINANCIAL ADVISORS, INC. trimmed183,477$7M0.3%2026-Q1
Brady Martz Wealth Solutions, LLC178,309$7M0.3%2026-Q1
CVFG LLC trimmed173,756$6M0.3%2026-Q1
Mariner, LLC added161,213$6M0.3%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed160,716$6M0.3%2026-Q1
Clearstead Advisors, LLC added160,081$6M0.3%2026-Q1
Sterling Group Wealth Management, LLC trimmed155,882$6M0.3%2026-Q1
Valmark Advisers, Inc. added150,801$6M0.3%2026-Q1
Opal Wealth Advisors, LLC added148,135$5M0.3%2026-Q1
Walkner Condon Financial Advisors LLC139,004$5M0.3%2026-Q1
CWC Advisors, LLC. added138,560$5M0.3%2026-Q1
Montecito Bank & Trust added130,849$5M0.2%2026-Q1
Midwest Trust Co added129,674$5M0.2%2026-Q1
Mutual Advisors, LLC added128,980$5M0.2%2026-Q1
Focus Partners Wealth trimmed127,493$5M0.2%2026-Q1
Kestra Advisory Services, LLC added123,223$5M0.2%2026-Q1
Capital Investment Advisors, LLC trimmed115,621$4M0.2%2026-Q1
TD PRIVATE CLIENT WEALTH LLC added115,089$4M0.2%2026-Q1
Savant Capital, LLC added113,628$4M0.2%2026-Q1
TIEMANN INVESTMENT ADVISORS, LLC trimmed108,311$4M0.2%2026-Q1
NOVEM GROUP added106,656$4M0.2%2026-Q1
BTC Capital Management, Inc.91,457$3M0.2%2026-Q1
Focus Financial Network, Inc. trimmed89,834$3M0.2%2026-Q1
Chesley Taft & Associates LLC added86,520$3M0.2%2026-Q1
Pinnacle Financial Partners, Inc. added83,893$3M0.2%2026-Q1
3EDGE Asset Management, LP trimmed86,230$3M0.2%2026-Q1
AQR CAPITAL MANAGEMENT LLC added81,500$3M0.2%2026-Q1
Freestone Capital Holdings, LLC81,041$3M0.2%2026-Q1
Cetera Investment Advisers added80,991$3M0.2%2026-Q1
Cerity Partners LLC trimmed78,409$3M0.1%2026-Q1
FIRST AMERICAN TRUST, FSB added77,550$3M0.1%2026-Q1
Steward Partners Investment Advisory, LLC added76,910$3M0.1%2026-Q1
Rockefeller Capital Management L.P. added72,986$3M0.1%2026-Q1
MERIDIAN INVESTMENT COUNSEL INC.71,239$3M0.1%2026-Q1
Ironsides Asset Advisors, LLC trimmed70,561$3M0.1%2026-Q1
GOLDMAN SACHS GROUP INC69,349$3M0.1%2026-Q1
Cerity Partners Retirement Plan Advisors LLC new70,205$3M0.1%2026-Q1
Financial Engines Advisors L.L.C. trimmed60,149$2M0.1%2026-Q1
HHM Wealth Advisors, LLC trimmed59,574$2M0.1%2026-Q1
EASTERN BANK trimmed55,432$2M0.1%2026-Q1
SEI INVESTMENTS CO added54,173$2M0.1%2026-Q1
PITCAIRN CO trimmed692,048$24M1.2%2025-Q3 stale
COBBLESTONE CAPITAL ADVISORS LLC /NY/ trimmed456,230$16M0.8%2025-Q3 stale
Mach-1 Financial Group, LLC trimmed241,519$9M0.4%2025-Q4 stale
FINANCIAL COUNSELORS INC added122,393$4M0.2%2025-Q1 stale
SYNOVUS FINANCIAL CORP trimmed84,880$3M0.2%2025-Q3 stale
NICOLET ADVISORY SERVICES, LLC new73,730$3M0.1%2025-Q4 stale
CITADEL ADVISORS LLC trimmed75,283$3M0.1%2025-Q4 stale
Priebe Wealth Holdings LLC trimmed76,863$3M0.1%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.

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