ALLW Institutional Ownership & Shareholders
STATE STREET BRGWTR ALL WTHR (ALLW) is currently held by 156 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $563.23M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of ALLW tracked by InsiderSet, reporting ownership valued at approximately $107.03M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $106.01M, representing an estimated loss of -0.96% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 55% of the total disclosed ALLW value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Bank Of America Corp, Adventist Health System Sunbelt Healthcare Corp, and several other long-term asset managers with concentrated positions in STATE STREET BRGWTR ALL WTHR (ALLW).
This page ranks the largest institutional ALLW shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
156
Total Reported Value
$563.23M
Largest Holder
Lpl Financial Llc
Largest Position
$107.03M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
93
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.02% | 3,656,677 | $107,030,935 | $106,007,066 | -$1,023,869 | -0.96% | |
| Bank Of America Corp | 0.00% | 2,142,531 | $62,711,882 | $62,111,974 | -$599,908 | -0.96% | |
| Adventist Health System Sunbelt Healthcare Corp | 0.72% | 1,064,450 | $30,411,337 | $30,858,406 | +$447,069 | +1.47% | |
| Rockefeller Capital Management L.P. | 0.04% | 840,637 | $24,605,446 | $24,370,067 | -$235,379 | -0.96% | |
| Catalyst Private Wealth, Llc | 7.44% | 623,908 | $17,825,048 | $18,087,093 | +$262,045 | +1.47% | |
| Crusonia Wealth Advisors Llc | 2.06% | 480,347 | $13,723,522 | $13,925,260 | +$201,738 | +1.47% | |
| Pinnacle Wealth Management, Llc | 8.40% | 463,515 | $13,567,084 | $13,437,300 | -$129,784 | -0.96% | |
| Marshall Financial Group, Llc | 1.91% | 447,240 | $13,090,715 | $12,965,488 | -$125,227 | -0.96% | |
| Owl Creek Wealth Partners Llc | 3.65% | 453,175 | $12,947,209 | $13,137,543 | +$190,334 | +1.47% | |
| Steelpeak Wealth, Llc | 0.32% | 444,011 | $12,685,395 | $12,871,879 | +$186,484 | +1.47% | |
| Mariner, Llc | 0.01% | 405,262 | $11,862,024 | $11,748,545 | -$113,479 | -0.96% | |
| National Philanthropic Trust | 0.15% | 364,309 | $10,663,324 | $10,561,318 | -$102,006 | -0.96% | |
| Family Manage Llc | 1.10% | 357,213 | $10,455,625 | $10,355,605 | -$100,020 | -0.96% | |
| Flagship Harbor Advisors, Llc | 0.37% | 350,381 | $10,010,413 | $10,157,545 | +$147,132 | +1.47% | |
| Astoria Portfolio Advisors Llc. | 1.65% | 332,564 | $9,734,145 | $9,641,030 | -$93,115 | -0.96% | |
| Commonwealth Equity Services, Llc | 0.01% | 328,898 | $9,396,627 | $9,534,753 | +$138,126 | +1.47% | |
| Atria Investments, Inc | 0.09% | 325,392 | $9,296,450 | $9,433,114 | +$136,664 | +1.47% | |
| Stratos Investment Management, Llc | 0.31% | 290,647 | $8,507,238 | $8,425,857 | -$81,381 | -0.96% | |
| Mml Investors Services, Llc | 0.02% | 268,782 | $7,867,256 | $7,791,990 | -$75,266 | -0.96% | |
| Hobbs Group Advisors, Llc | 1.84% | 238,443 | $6,979,215 | $6,912,463 | -$66,752 | -0.96% | |
| Alpha Financial Partners Llc | 3.46% | 225,175 | $6,590,870 | $6,527,823 | -$63,047 | -0.96% | |
| Breakwater Investment Management | 2.15% | 226,694 | $6,476,639 | $6,571,859 | +$95,220 | +1.47% | |
| Smart Wealth Llc | 1.37% | 216,960 | $6,350,432 | $6,289,670 | -$60,762 | -0.96% | |
| Savvy Advisors, Inc. | 0.13% | 206,833 | $6,054,008 | $5,996,089 | -$57,919 | -0.96% | |
| Sumitomo Mitsui Financial Group, Inc. | 0.11% | 194,734 | $5,699,864 | $5,645,339 | -$54,525 | -0.96% | |
| Fortis Group Advisors, Llc | 0.81% | 172,567 | $5,051,036 | $5,002,717 | -$48,319 | -0.96% | |
| Osaic Holdings, Inc. | 0.01% | 160,857 | $4,708,176 | $4,663,244 | -$44,932 | -0.95% | |
| Mai Capital Management | 0.02% | 145,893 | $4,270,278 | $4,229,438 | -$40,840 | -0.96% | |
| Stratos Wealth Advisors, Llc | 0.22% | 135,024 | $3,952,156 | $3,914,346 | -$37,810 | -0.96% | |
| Private Advisor Group, Llc | 0.02% | 125,557 | $3,675,066 | $3,639,897 | -$35,169 | -0.96% | |
| Corrado Advisors, Llc | 1.80% | 127,993 | $3,656,755 | $3,710,517 | +$53,762 | +1.47% | |
| Catalyst Investment Management Llc | 2.93% | 115,694 | $3,305,366 | $3,353,969 | +$48,603 | +1.47% | |
| Gentrust, Llc | 0.12% | 110,698 | $3,240,130 | $3,209,135 | -$30,995 | -0.96% | |
| Harbour Investments, Inc. | 0.04% | 103,016 | $3,015,278 | $2,986,434 | -$28,844 | -0.96% | |
| Great Valley Advisor Group, Inc. | 0.05% | 101,378 | $2,967,496 | $2,938,948 | -$28,548 | -0.96% | |
| Arrowroot Family Office, Llc | 0.81% | 96,147 | $2,814,229 | $2,787,302 | -$26,927 | -0.96% | |
| Envestnet Asset Management Inc | 0.00% | 90,587 | $2,651,490 | $2,626,117 | -$25,373 | -0.96% | |
| Stifel Financial Corp | 0.00% | 88,970 | $2,604,158 | $2,579,240 | -$24,918 | -0.96% | |
| O'Rourke & Company, Inc | 0.87% | 84,979 | $2,487,361 | $2,463,541 | -$23,820 | -0.96% | |
| Stephens Inc | 0.03% | 83,065 | $2,431,313 | $2,408,054 | -$23,259 | -0.96% | |
| Patten Group, Inc. | 0.37% | 84,018 | $2,400,394 | $2,435,682 | +$35,288 | +1.47% | |
| Raymond James Financial Inc | 0.00% | 79,814 | $2,336,156 | $2,313,808 | -$22,348 | -0.96% | |
| Kwb Wealth | 0.19% | 79,476 | $2,270,617 | $2,304,009 | +$33,392 | +1.47% | |
| Kestra Private Wealth Services, Llc | 0.02% | 78,218 | $2,234,695 | $2,267,540 | +$32,845 | +1.47% | |
| Forum Finance Group S.A. | 0.78% | 91,293 | $2,159,000 | $2,646,584 | +$487,584 | +22.58% | |
| Weaver Consulting Group | 0.41% | 74,079 | $2,116,431 | $2,147,550 | +$31,119 | +1.47% | |
| Truist Financial Corp | 0.00% | 73,370 | $2,096,170 | $2,126,996 | +$30,826 | +1.47% | |
| Oregon Pacific Wealth Management, Llc | 1.89% | 71,192 | $2,033,955 | $2,063,856 | +$29,901 | +1.47% | |
| Onyx Bridge Wealth Group Llc | 0.17% | 66,702 | $1,905,672 | $1,933,691 | +$28,019 | +1.47% | |
| Lunt Capital Management, Inc. | 0.71% | 65,552 | $1,872,821 | $1,900,352 | +$27,531 | +1.47% |
Frequently asked questions about ALLW
Who are the largest institutional holders of ALLW?
The largest institutional holders of ALLW reported in the latest SEC Form 13F filings include Lpl Financial Llc, Bank Of America Corp, Adventist Health System Sunbelt Healthcare Corp, Rockefeller Capital Management L.P., and Catalyst Private Wealth, Llc. InsiderSet ranks institutional holders by their latest reported ALLW position.
What is ALLW institutional ownership?
This page tracks ALLW positions reported by institutional investment managers through SEC Form 13F. STATE STREET BRGWTR ALL WTHR (ALLW) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own ALLW?
InsiderSet currently tracks 156 institutional managers reporting ALLW holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of ALLW shareholders.
How much ALLW stock do institutions own?
Institutional investment managers disclosed approximately $563.23M in ALLW holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was ALLW institutional ownership last updated?
The latest ALLW institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional ALLW holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its ALLW position after the reporting date.
Are institutions buying or selling ALLW?
Institutional buying and selling can be analyzed by comparing ALLW positions across consecutive 13F reporting periods. InsiderSet's ALLW Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View ALLW ownership changes.
How has ALLW institutional ownership changed over time?
InsiderSet tracks ALLW institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.