STATE STREET BRGWTR ALL WTHR (ALLW) Institutional Ownership Changes & 13F Activity

STATE STREET BRGWTR ALL WTHR (ALLW). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Bank Of America Corp, Steward Partners Investment Advisory, Llc, National Philanthropic Trust, Mai Capital Management, and Mariner, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+31,92531,925$934.45KQ2 2026Sep 09, 2026
Wny Asset Management, LlcBuy+9,4629,462$276.95KQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+7,1787,178$210.10KQ2 2026Aug 17, 2026
Bank Of America CorpBuy+2,142,5312,142,531$62.71MQ2 2026Aug 14, 2026
National Philanthropic TrustSell-152,934-29.6%364,309$10.66MQ2 2026Aug 14, 2026
Mai Capital ManagementBuy+145,884+1620933.3%145,893$4.27MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+92,810+136.4%160,857$4.71MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+71,243+831.2%79,814$2.34MQ2 2026Aug 14, 2026
Forum Finance Group S.A.Buy+51,144+127.4%91,293$2.16MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+48,990+24994.9%49,186$1.44MQ2 2026Aug 14, 2026
Family Manage LlcBuy+40,632+12.8%357,213$10.46MQ2 2026Aug 14, 2026
Mutual Advisors, LlcBuy+20,41920,419$597.66KQ2 2026Aug 14, 2026
Two Sigma Securities, LlcBuy+16,46916,469$482.05KQ2 2026Aug 14, 2026
Western Wealth Management, LlcBuy+11,676+37.1%43,113$1.26MQ2 2026Aug 14, 2026
Fort Point Capital Partners LlcBuy+8,7268,726$255.41KQ2 2026Aug 14, 2026
Iht Wealth Management, LlcBuy+8,1008,100$237.09KQ2 2026Aug 14, 2026
Advyzon Investment Management, LlcBuy+4,883+17.4%33,001$965.94KQ2 2026Aug 14, 2026
Waverly Advisors, LlcBuy+4,230+20.0%25,378$742.81KQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+4,2254,225$123.67KQ2 2026Aug 14, 2026
O'Rourke & Company, IncBuy+4,036+5.0%84,979$2.49MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+1,997+249.6%2,797$82.00KQ2 2026Aug 14, 2026
Perennial Investment Advisors, LlcBuy+1,000+3.7%27,721$811.39KQ2 2026Aug 14, 2026
Regal Investment Advisors LlcBuy+980+12.2%8,985$262.99KQ2 2026Aug 14, 2026
Steward Partners Investment Advisory, LlcSell-348,222-99.5%1,924$56.31KQ2 2026Aug 13, 2026
Mariner, LlcBuy+142,496+54.2%405,262$11.86MQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Buy+111,326+15.3%840,637$24.61MQ2 2026Aug 13, 2026
Sumitomo Mitsui Financial Group, Inc.Sell-28,154-12.6%194,734$5.70MQ2 2026Aug 13, 2026
Morgan StanleyBuy+27,612+276.1%37,612$1.10MQ2 2026Aug 13, 2026
Hobbs Group Advisors, LlcBuy+17,204+7.8%238,443$6.98MQ2 2026Aug 13, 2026
Ubs Group AgBuy+1,0511,051$30.76KQ2 2026Aug 13, 2026
Showing 30 of 149

Frequently asked questions about ALLW activity

  • Which institutional owners are buying ALLW?

    Institutional owners buying ALLW include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in ALLW activity?

    "Buy" means an investor increased their reported position in ALLW compared to the prior reporting period. This reflects growing exposure to STATE STREET BRGWTR ALL WTHR (ALLW) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in ALLW increasing?

    Institutional interest in ALLW can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.