STATE STREET BRGWTR ALL WTHR (ALLW) Institutional Shareholders
STATE STREET BRGWTR ALL WTHR (ALLW) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $540.95M in ALLW holdings during the latest filing period.
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 $107.54M, representing an estimated gain of +0.48% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 56% 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
154
Total Reported Value
$540.95M
Largest Holder
Lpl Financial Llc
Largest Position
$107.03M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
133
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 | $107,542,871 | +$511,936 | +0.48% | |
| Bank Of America Corp | 0.00% | 2,142,531 | $62,711,882 | $63,011,837 | +$299,955 | +0.48% | |
| Adventist Health System Sunbelt Healthcare Corp | 1.01% | 1,081,450 | $31,654,042 | $31,805,445 | +$151,403 | +0.48% | |
| Rockefeller Capital Management L.P. | 0.04% | 840,637 | $24,605,446 | $24,723,134 | +$117,688 | +0.48% | |
| Catalyst Private Wealth, Llc | 8.16% | 577,473 | $16,902,631 | $16,983,481 | +$80,850 | +0.48% | |
| Pinnacle Wealth Management, Llc | 8.40% | 463,515 | $13,567,084 | $13,631,976 | +$64,892 | +0.48% | |
| Marshall Financial Group, Llc | 1.91% | 447,240 | $13,090,715 | $13,153,328 | +$62,613 | +0.48% | |
| Crusonia Wealth Advisors Llc | 2.01% | 418,178 | $12,240,066 | $12,298,615 | +$58,549 | +0.48% | |
| Mariner, Llc | 0.01% | 405,262 | $11,862,024 | $11,918,755 | +$56,731 | +0.48% | |
| National Philanthropic Trust | 0.15% | 364,309 | $10,663,324 | $10,714,328 | +$51,004 | +0.48% | |
| Family Manage Llc | 1.10% | 357,213 | $10,455,625 | $10,505,634 | +$50,009 | +0.48% | |
| Astoria Portfolio Advisors Llc. | 1.65% | 332,564 | $9,734,145 | $9,780,707 | +$46,562 | +0.48% | |
| Flagship Harbor Advisors, Llc | 0.37% | 329,729 | $9,651,182 | $9,697,330 | +$46,148 | +0.48% | |
| Commonwealth Equity Services, Llc | 0.01% | 297,971 | $8,721,623 | $8,763,327 | +$41,704 | +0.48% | |
| Owl Creek Wealth Partners Llc | 2.55% | 297,715 | $8,714,119 | $8,755,798 | +$41,679 | +0.48% | |
| Stratos Investment Management, Llc | 0.31% | 290,647 | $8,507,238 | $8,547,928 | +$40,690 | +0.48% | |
| Mml Investors Services, Llc | 0.02% | 268,782 | $7,867,256 | $7,904,879 | +$37,623 | +0.48% | |
| Hobbs Group Advisors, Llc | 1.84% | 238,443 | $6,979,215 | $7,012,609 | +$33,394 | +0.48% | |
| Alpha Financial Partners Llc | 3.46% | 225,175 | $6,590,870 | $6,622,397 | +$31,527 | +0.48% | |
| Atria Investments, Inc | 0.06% | 220,574 | $6,456,206 | $6,487,081 | +$30,875 | +0.48% | |
| Smart Wealth Llc | 1.37% | 216,960 | $6,350,432 | $6,380,794 | +$30,362 | +0.48% | |
| Savvy Advisors, Inc. | 0.13% | 206,833 | $6,054,008 | $6,082,959 | +$28,951 | +0.48% | |
| Sumitomo Mitsui Financial Group, Inc. | 0.11% | 194,734 | $5,699,864 | $5,727,127 | +$27,263 | +0.48% | |
| Fortis Group Advisors, Llc | 0.81% | 172,567 | $5,051,036 | $5,075,195 | +$24,159 | +0.48% | |
| Osaic Holdings, Inc. | 0.01% | 160,857 | $4,708,176 | $4,730,804 | +$22,628 | +0.48% | |
| Mai Capital Management | 0.02% | 145,893 | $4,270,278 | $4,290,713 | +$20,435 | +0.48% | |
| Stratos Wealth Advisors, Llc | 0.22% | 135,024 | $3,952,156 | $3,971,056 | +$18,900 | +0.48% | |
| Private Advisor Group, Llc | 0.02% | 125,557 | $3,675,066 | $3,692,631 | +$17,565 | +0.48% | |
| Corrado Advisors, Llc | 1.64% | 121,479 | $3,555,685 | $3,572,697 | +$17,012 | +0.48% | |
| Kestra Private Wealth Services, Llc | 0.04% | 113,716 | $3,328,474 | $3,344,388 | +$15,914 | +0.48% | |
| Gentrust, Llc | 0.12% | 110,698 | $3,240,130 | $3,255,628 | +$15,498 | +0.48% | |
| Harbour Investments, Inc. | 0.04% | 103,016 | $3,015,278 | $3,029,701 | +$14,423 | +0.48% | |
| Great Valley Advisor Group, Inc. | 0.05% | 101,378 | $2,967,496 | $2,981,527 | +$14,031 | +0.47% | |
| Catalyst Investment Management Llc | 2.66% | 100,217 | $2,933,352 | $2,947,382 | +$14,030 | +0.48% | |
| Golden State Wealth Management, Llc | 0.26% | 98,294 | $2,877,074 | $2,890,827 | +$13,753 | +0.48% | |
| Arrowroot Family Office, Llc | 0.81% | 96,147 | $2,814,229 | $2,827,683 | +$13,454 | +0.48% | |
| Farther Finance Advisors, Llc | 0.02% | 94,643 | $2,770,193 | $2,783,451 | +$13,258 | +0.48% | |
| Envestnet Asset Management Inc | 0.00% | 90,587 | $2,651,490 | $2,664,164 | +$12,674 | +0.48% | |
| Stifel Financial Corp | 0.00% | 88,970 | $2,604,158 | $2,616,608 | +$12,450 | +0.48% | |
| O'Rourke & Company, Inc | 0.87% | 84,979 | $2,487,361 | $2,499,232 | +$11,871 | +0.48% | |
| Stephens Inc | 0.03% | 83,065 | $2,431,313 | $2,442,942 | +$11,629 | +0.48% | |
| Raymond James Financial Inc | 0.00% | 79,814 | $2,336,156 | $2,347,330 | +$11,174 | +0.48% | |
| Kwb Wealth | 0.20% | 78,477 | $2,297,010 | $2,308,009 | +$10,999 | +0.48% | |
| Patten Group, Inc. | 0.34% | 74,865 | $2,191,299 | $2,201,780 | +$10,481 | +0.48% | |
| Wedbush Securities Inc | 0.06% | 74,129 | $2,170,000 | $2,180,134 | +$10,134 | +0.47% | |
| Forum Finance Group S.A. | 0.78% | 91,293 | $2,159,000 | $2,684,927 | +$525,927 | +24.36% | |
| Breakwater Investment Management | 0.72% | 72,459 | $2,120,875 | $2,131,019 | +$10,144 | +0.48% | |
| Truist Financial Corp | 0.00% | 70,795 | $2,072,159 | $2,082,081 | +$9,922 | +0.48% | |
| Kestra Advisory Services, Llc | 0.01% | 66,186 | $1,937,267 | $1,946,530 | +$9,263 | +0.48% | |
| Lake Street Private Wealth, Llc | 0.22% | 64,944 | $1,900,911 | $1,910,003 | +$9,092 | +0.48% |
Frequently asked questions about ALLW
Who owns the most ALLW stock?
The largest holders of ALLW are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for STATE STREET BRGWTR ALL WTHR (ALLW).
Is ALLW widely held by superinvestors?
Many widely followed stocks like ALLW appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly ALLW is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.