CWI Institutional Ownership & Shareholders
SPDR MSCI ACWI EX-US (CWI) is currently held by 267 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.14B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Bank Of America Corp is currently the largest disclosed institutional shareholder of CWI tracked by InsiderSet, reporting ownership valued at approximately $381.26M 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 $367.76M, representing an estimated loss of -3.54% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 56% 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
267
Total Reported Value
$2.14B
Largest Holder
Bank Of America Corp
Largest Position
$381.26M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
34
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.02% | 9,374,374 | $381,255,796 | $367,756,692 | -$13,499,104 | -3.54% | |
| Pnc Financial Services Group, Inc. | 0.10% | 4,547,605 | $184,951,083 | $178,402,544 | -$6,548,539 | -3.54% | |
| Merit Financial Group, Llc | 0.95% | 3,751,310 | $152,565,807 | $147,163,891 | -$5,401,916 | -3.54% | |
| Mirae Asset Global Investments Co., Ltd. | 0.24% | 3,372,720 | $136,291,615 | $132,311,806 | -$3,979,809 | -2.92% | |
| Avantax Planning Partners, Inc. | 2.30% | 2,270,916 | $92,358,141 | $89,088,035 | -$3,270,106 | -3.54% | |
| Lpl Financial Llc | 0.02% | 1,669,007 | $67,878,509 | $65,475,145 | -$2,403,364 | -3.54% | |
| Globalt Investments Llc / Ga | 1.97% | 1,416,907 | $57,257,193 | $55,585,262 | -$1,671,931 | -2.92% | |
| Hengehold Capital Management Llc | 3.74% | 1,215,549 | $49,120,329 | $47,685,987 | -$1,434,342 | -2.92% | |
| Truist Financial Corp | 0.05% | 1,035,414 | $41,841,083 | $40,619,291 | -$1,221,792 | -2.92% | |
| Pitcairn Wealth Advisors Llc | 4.40% | 988,601 | $40,206,680 | $38,782,817 | -$1,423,863 | -3.54% | |
| Morgan Stanley | 0.00% | 945,625 | $38,458,585 | $37,096,869 | -$1,361,716 | -3.54% | |
| Lodestar Private Asset Management Llc | 3.03% | 862,667 | $34,860,367 | $33,842,426 | -$1,017,941 | -2.92% | |
| Cliftonlarsonallen Wealth Advisors, Llc | 0.45% | 843,691 | $34,093,546 | $33,097,998 | -$995,548 | -2.92% | |
| Envestnet Asset Management Inc | 0.01% | 802,257 | $32,627,779 | $31,472,542 | -$1,155,237 | -3.54% | |
| Signature Estate & Investment Advisors Llc | 0.51% | 716,773 | $28,964,827 | $28,119,005 | -$845,822 | -2.92% | |
| Ameriprise Financial Inc | 0.01% | 694,399 | $28,242,614 | $27,241,273 | -$1,001,341 | -3.55% | |
| Jacobi Capital Management Llc | 1.25% | 628,879 | $25,576,462 | $24,670,923 | -$905,539 | -3.54% | |
| Private Advisor Group, Llc | 0.11% | 616,487 | $25,072,531 | $24,184,785 | -$887,746 | -3.54% | |
| Forvis Mazars Wealth Advisors, Llc | 0.41% | 618,459 | $24,991,938 | $24,262,147 | -$729,791 | -2.92% | |
| Captrust Financial Advisors | 0.04% | 601,607 | $24,467,338 | $23,601,043 | -$866,295 | -3.54% | |
| Focus Partners Advisor Solutions, Llc | 0.15% | 443,931 | $18,054,675 | $17,415,413 | -$639,262 | -3.54% | |
| Gerber Kawasaki Wealth & Investment Management | 0.46% | 444,082 | $17,945,368 | $17,421,337 | -$524,031 | -2.92% | |
| Stonebrook Private Inc. | 3.25% | 438,294 | $17,825,419 | $17,194,274 | -$631,145 | -3.54% | |
| Clal Insurance Enterprises Holdings Ltd | 0.08% | 427,879 | $17,402,000 | $16,785,693 | -$616,307 | -3.54% | |
| Wilmington Savings Fund Society, Fsb | 0.39% | 421,095 | $17,016,449 | $16,519,557 | -$496,892 | -2.92% | |
| Newedge Advisors, Llc | 0.04% | 369,468 | $15,026,252 | $14,494,230 | -$532,022 | -3.54% | |
| Friday Financial | 2.92% | 368,299 | $14,790,888 | $14,448,370 | -$342,518 | -2.32% | |
| Atlas Private Wealth Advisors | 3.15% | 359,848 | $14,541,415 | $14,116,837 | -$424,578 | -2.92% | |
| Sequoia Financial Advisors | 0.07% | 355,329 | $14,451,239 | $13,939,557 | -$511,682 | -3.54% | |
| Huntington National Bank | 0.07% | 347,210 | $14,121,075 | $13,621,048 | -$500,027 | -3.54% | |
| Hantz Financial Services, Inc. | 0.18% | 319,386 | $12,989,000 | $12,529,513 | -$459,487 | -3.54% | |
| Waverly Advisors, Llc | 0.07% | 314,489 | $12,790,269 | $12,337,403 | -$452,866 | -3.54% | |
| Mill Creek Capital Advisors, Llc | 0.26% | 348,384 | $12,747,370 | $13,667,104 | +$919,734 | +7.22% | |
| Baird Financial Group, Inc. | 0.02% | 308,229 | $12,535,673 | $12,091,824 | -$443,849 | -3.54% | |
| Wells Fargo & Company/Mn | 0.00% | 296,901 | $12,074,977 | $11,647,426 | -$427,551 | -3.54% | |
| Arcadia Investment Advisors Llc | 4.86% | 289,548 | $11,700,641 | $11,358,968 | -$341,673 | -2.92% | |
| Iag Wealth Partners, Llc | 1.14% | 282,870 | $11,504,306 | $11,096,990 | -$407,316 | -3.54% | |
| Bank Of Montreal | 0.00% | 279,603 | $11,371,461 | $10,968,826 | -$402,635 | -3.54% | |
| Ubs Group Ag | 0.00% | 277,979 | $11,305,406 | $10,905,116 | -$400,290 | -3.54% | |
| Wealth Enhancement Advisory Services, Llc | 0.02% | 276,380 | $11,030,313 | $10,842,387 | -$187,926 | -1.70% | |
| Whittier Trust Co | 0.11% | 268,290 | $10,975,744 | $10,525,017 | -$450,727 | -4.11% | |
| Osaic Holdings, Inc. | 0.01% | 256,192 | $10,419,820 | $10,050,412 | -$369,408 | -3.55% | |
| Kingsview Wealth Management, Llc | 0.12% | 243,680 | $9,910,466 | $9,559,566 | -$350,900 | -3.54% | |
| Commonwealth Equity Services, Llc | 0.01% | 222,511 | $8,991,680 | $8,729,107 | -$262,573 | -2.92% | |
| Portus Wealth Advisors, Llc | 7.34% | 220,997 | $8,930,471 | $8,669,712 | -$260,759 | -2.92% | |
| Savant Capital, Llc | 0.03% | 229,701 | $8,880,639 | $9,011,170 | +$130,531 | +1.47% | |
| Nicolet Bankshares Inc | 0.27% | 211,015 | $8,602,066 | $8,278,118 | -$323,948 | -3.77% | |
| Nisa Investment Advisors, Llc | 0.02% | 199,000 | $8,041,590 | $7,806,770 | -$234,820 | -2.92% | |
| Jpmorgan Chase & Co | 0.00% | 190,834 | $7,705,909 | $7,486,418 | -$219,491 | -2.85% | |
| Raymond James Financial Inc | 0.00% | 186,518 | $7,585,686 | $7,317,101 | -$268,585 | -3.54% |
Frequently asked questions about CWI
Who are the largest institutional holders of CWI?
The largest institutional holders of CWI reported in the latest SEC Form 13F filings include Bank Of America Corp, Pnc Financial Services Group, Inc., Merit Financial Group, Llc, Mirae Asset Global Investments Co., Ltd., and Avantax Planning Partners, Inc.. InsiderSet ranks institutional holders by their latest reported CWI position.
What is CWI institutional ownership?
This page tracks CWI positions reported by institutional investment managers through SEC Form 13F. SPDR MSCI ACWI EX-US (CWI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CWI?
InsiderSet currently tracks 267 institutional managers reporting CWI 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 CWI shareholders.
How much CWI stock do institutions own?
Institutional investment managers disclosed approximately $2.14B in CWI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CWI institutional ownership last updated?
The latest CWI 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 CWI 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 CWI position after the reporting date.
Are institutions buying or selling CWI?
Institutional buying and selling can be analyzed by comparing CWI positions across consecutive 13F reporting periods. InsiderSet's CWI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CWI ownership changes.
How has CWI institutional ownership changed over time?
InsiderSet tracks CWI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.