SPDR MSCI ACWI EX-US (CWI) Institutional Shareholders
SPDR MSCI ACWI EX-US (CWI) 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 $2.03B in CWI holdings during the latest filing period.
Bank Of America Corp is currently the largest disclosed institutional shareholder of CWI tracked by InsiderSet, reporting ownership valued at approximately $323.30M in its March 31, 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 $355.64M, representing an estimated gain of +10.00% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 57% of the total disclosed CWI value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Pnc Financial Services Group, Inc., Merit Financial Group, Llc, and several other long-term asset managers with concentrated positions in SPDR MSCI ACWI EX-US (CWI).
This page ranks the largest institutional CWI 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
262
Total Reported Value
$2.03B
Largest Holder
Bank Of America Corp
Largest Position
$323.30M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
63
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.02% | 8,835,784 | $323,301,342 | $355,640,306 | +$32,338,964 | +10.00% | |
| Pnc Financial Services Group, Inc. | 0.10% | 4,424,145 | $161,879,477 | $178,071,836 | +$16,192,359 | +10.00% | |
| Merit Financial Group, Llc | 0.95% | 3,751,310 | $152,565,807 | $150,990,228 | -$1,575,580 | -1.03% | |
| Mirae Asset Global Investments Co., Ltd. | 0.25% | 3,228,420 | $131,299,841 | $129,943,905 | -$1,355,936 | -1.03% | |
| Avantax Planning Partners, Inc. | 2.30% | 2,270,916 | $92,358,141 | $91,404,369 | -$953,772 | -1.03% | |
| Hightower Advisors, Llc | 0.07% | 1,796,405 | $65,730,470 | $72,305,301 | +$6,574,831 | +10.00% | |
| Lpl Financial Llc | 0.02% | 1,675,601 | $61,310,237 | $67,442,940 | +$6,132,703 | +10.00% | |
| Jane Street Group, Llc | 0.06% | 1,600,000 | $58,544,000 | $64,400,000 | +$5,856,000 | +10.00% | |
| Globalt Investments Llc / Ga | 1.93% | 1,476,355 | $54,019,812 | $59,423,289 | +$5,403,477 | +10.00% | |
| Hengehold Capital Management Llc | 3.83% | 1,214,749 | $49,403,838 | $48,893,647 | -$510,191 | -1.03% | |
| Truist Financial Corp | 0.05% | 1,027,849 | $41,802,621 | $41,370,922 | -$431,699 | -1.03% | |
| Lodestar Private Asset Management Llc | 3.15% | 895,548 | $36,421,943 | $36,045,807 | -$376,136 | -1.03% | |
| Pitcairn Wealth Advisors Llc | 3.33% | 1,006,609 | $36,157,480 | $40,516,012 | +$4,358,532 | +12.05% | |
| Cliftonlarsonallen Wealth Advisors, Llc | 0.46% | 861,432 | $35,034,440 | $34,672,638 | -$361,802 | -1.03% | |
| Envestnet Asset Management Inc | 0.01% | 802,257 | $32,627,779 | $32,290,844 | -$336,935 | -1.03% | |
| Morgan Stanley | 0.00% | 817,398 | $29,908,645 | $32,900,270 | +$2,991,625 | +10.00% | |
| Signature Estate & Investment Advisors Llc | 0.47% | 642,125 | $26,115,228 | $25,845,531 | -$269,697 | -1.03% | |
| Jacobi Capital Management Llc | 1.25% | 628,879 | $25,576,462 | $25,312,380 | -$264,082 | -1.03% | |
| Private Advisor Group, Llc | 0.11% | 616,487 | $25,072,531 | $24,813,602 | -$258,929 | -1.03% | |
| Forvis Mazars Wealth Advisors, Llc | 0.44% | 636,965 | $23,306,554 | $25,637,841 | +$2,331,287 | +10.00% | |
| Captrust Financial Advisors | 0.04% | 570,639 | $20,879,684 | $22,968,220 | +$2,088,536 | +10.00% | |
| Wilmington Savings Fund Society, Fsb | 0.38% | 421,095 | $17,125,934 | $16,949,074 | -$176,860 | -1.03% | |
| Gerber Kawasaki Wealth & Investment Management | 0.52% | 447,730 | $16,382,448 | $18,021,133 | +$1,638,685 | +10.00% | |
| Focus Partners Advisor Solutions, Llc | 0.16% | 441,523 | $16,155,328 | $17,771,301 | +$1,615,973 | +10.00% | |
| Sequoia Financial Advisors | 0.07% | 355,329 | $14,451,239 | $14,301,992 | -$149,247 | -1.03% | |
| Huntington National Bank | 0.07% | 354,915 | $12,986,357 | $14,285,329 | +$1,298,972 | +10.00% | |
| Mill Creek Capital Advisors, Llc | 0.26% | 348,384 | $12,747,370 | $14,022,456 | +$1,275,086 | +10.00% | |
| Arcadia Investment Advisors Llc | 5.27% | 307,362 | $12,500,419 | $12,371,321 | -$129,099 | -1.03% | |
| Atlas Private Wealth Advisors | 2.77% | 321,018 | $11,746,034 | $12,920,975 | +$1,174,941 | +10.00% | |
| Baird Financial Group, Inc. | 0.02% | 316,942 | $11,596,908 | $12,756,916 | +$1,160,008 | +10.00% | |
| Wealth Enhancement Advisory Services, Llc | 0.02% | 279,708 | $11,342,153 | $11,258,247 | -$83,906 | -0.74% | |
| Stonebrook Private Inc. | 2.41% | 308,960 | $11,304,846 | $12,435,640 | +$1,130,794 | +10.00% | |
| Waverly Advisors, Llc | 0.08% | 307,922 | $11,266,868 | $12,393,861 | +$1,126,993 | +10.00% | |
| Whittier Trust Co | 0.11% | 268,290 | $10,975,744 | $10,798,673 | -$177,072 | -1.61% | |
| Friday Financial | 2.86% | 265,560 | $10,662,234 | $10,688,790 | +$26,556 | +0.25% | |
| Wells Fargo & Company/Mn | 0.00% | 286,157 | $10,470,482 | $11,517,819 | +$1,047,337 | +10.00% | |
| Ubs Group Ag | 0.00% | 284,294 | $10,402,318 | $11,442,834 | +$1,040,516 | +10.00% | |
| Iag Wealth Partners, Llc | 1.14% | 280,068 | $10,247,680 | $11,272,737 | +$1,025,057 | +10.00% | |
| Bank Of Montreal | 0.00% | 273,461 | $10,005,923 | $11,006,805 | +$1,000,882 | +10.00% | |
| Equitable Holdings, Inc. | 0.06% | 264,466 | $9,499,619 | $10,644,757 | +$1,145,138 | +12.05% | |
| Portus Wealth Advisors, Llc | 7.38% | 220,496 | $8,967,553 | $8,874,964 | -$92,589 | -1.03% | |
| Commonwealth Equity Services, Llc | 0.01% | 220,363 | $8,962,140 | $8,869,611 | -$92,529 | -1.03% | |
| Osaic Holdings, Inc. | 0.01% | 244,006 | $8,928,507 | $9,821,242 | +$892,735 | +10.00% | |
| Ameriprise Financial Inc | 0.00% | 221,389 | $8,104,457 | $8,910,907 | +$806,450 | +9.95% | |
| Courage Miller Partners, Llc | 2.00% | 186,320 | $7,577,649 | $7,499,380 | -$78,269 | -1.03% | |
| Kingsview Wealth Management, Llc | 0.10% | 206,979 | $7,573,362 | $8,330,905 | +$757,543 | +10.00% | |
| Nisa Investment Advisors, Llc | 0.03% | 199,000 | $7,281,410 | $8,009,750 | +$728,340 | +10.00% | |
| Brady Martz Wealth Solutions, Llc | 1.09% | 177,774 | $7,230,069 | $7,155,404 | -$74,666 | -1.03% | |
| Nicolet Bankshares Inc | 0.26% | 194,034 | $7,129,675 | $7,809,869 | +$680,194 | +9.54% | |
| Raymond James Financial Inc | 0.00% | 193,562 | $7,082,432 | $7,790,871 | +$708,439 | +10.00% |
Frequently asked questions about CWI
Who owns the most CWI stock?
The largest holders of CWI 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 SPDR MSCI ACWI EX-US (CWI).
Is CWI widely held by superinvestors?
Many widely followed stocks like CWI appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CWI 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.