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Disclosery

CWI SPDR INDEX SHS FDS

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COM (fund)

271 managers (275 13F filers) reported a position in CWI shares at 2026-06-30, 54,455,957 shares in all. 23 filers opened a position and 14 filers sold out during the quarter.

Managers
271
13F filers
275
New
23
Added
89
Reduced
92
Sold out
14
Shares held by filers
54,455,957

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/9,374,374$381M0.02%+538,59013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,698,754$191M0.09%+118,46013F-HRTimelineGroup
Merit Financial Group, LLC3,751,310$153M0.95%+262,71013F-HR/ATimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…3,228,420$131M0.25%-32,80013F-HRTimelineGroup
Avantax Planning Partners, Inc.2,270,916$92.4M2.3%-29,45613F-HRTimeline
HighTower Advisors, LLC1,853,458$75.4M0.07%+57,05313F-HRTimeline
LPL Financial LLC1,669,007$67.9M0.02%-6,59413F-HRTimeline
GLOBALT Investments LLC / GA1,449,863$59M1.99%-26,49213F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC1,214,749$49.4M3.83%+26,68113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,027,849$41.8M0.05%+6,56113F-HRTimelineGroup
Pitcairn Wealth Advisors LLCin group PITCAIRN CO988,601$40.2M4.4%-18,00813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY945,625$38.5M<0.01%+128,22713F-HRTimelineGroup
LODESTAR PRIVATE ASSET MANAGEMENT LLC895,548$36.4M3.15%+38,56413F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC861,432$35M0.46%-18,56713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC802,257$32.6M0.01%+65,80313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC694,399$28.2M0.01%+473,01013F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…642,125$26.1M0.47%-1,95713F-HRTimelineGroup
Jacobi Capital Management LLC628,879$25.6M1.25%+11,51313F-HRTimeline
Forvis Mazars Wealth Advisors, LLC627,989$25.5M0.43%-8,97613F-HRTimeline
Private Advisor Group, LLC616,487$25.1M0.11%+20,11213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS601,607$24.5M0.04%+30,96813F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding570,325$23.2M+1,309Timeline
Gerber Kawasaki Wealth & Investment Man…445,173$18.1M0.48%-2,55713F-HRTimeline
Stonebrook Private Inc.438,294$17.8M3.25%+129,33413F-HRTimeline
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…427,879$17.4M0.08%-11,00013F-HRTimelineGroup
Wilmington Savings Fund Society, FSB421,095$17.1M0.38%-4,91013F-HRTimeline
NewEdge Advisors, LLC369,468$15M0.04%+5,24113F-HRTimeline
Sequoia Financial Advisors, LLC355,329$14.5M0.07%-10,55913F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC346,048$14.1M0.04%new13F-HRTimelineGroup
Atlas Private Wealth Advisors345,135$14M3.07%+24,11713F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.319,386$13M0.18%-8,87513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Waverly Advisors, LLC314,489$12.8M0.07%+6,56713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.308,229$12.5M0.02%-8,71313F-HRTimelineGroup
ARCADIA INVESTMENT ADVISORS LLC307,362$12.5M5.27%-3,65613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN296,901$12.1M<0.01%+10,74413F-HRTimelineGroup
IAG Wealth Partners, LLC282,870$11.5M1.14%+2,80213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/279,603$11.4M<0.01%+6,14213F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…279,708$11.3M0.02%-14,53113F-HRTimeline
UBS Group AGin group UBS Group AG277,979$11.3M<0.01%-6,31513F-HRTimelineGroup
WHITTIER TRUST CO268,290$11M0.11%-7,50013F-HRTimeline
Friday Financial265,560$10.7M2.86%+2,94413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.256,192$10.4M0.01%+12,18613F-HRTimelineGroup
Kingsview Wealth Management, LLC243,680$9.91M0.12%+36,70113F-HRTimeline
Portus Wealth Advisors, LLC220,496$8.97M7.38%-59,34913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC220,363$8.96M0.01%+21,55413F-HRTimeline
Savant Capital, LLC229,701$8.88M0.03%+116,07313F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC211,015$8.6M0.27%+16,98113F-HRTimelineGroup
NISA INVESTMENT ADVISORS, LLC199,000$8.09M0.03%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO190,834$7.71M<0.01%-5,94613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC186,518$7.59M<0.01%-7,04413F-HRTimelineGroup
Courage Miller Partners, LLC186,320$7.58M2%-2,33013F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.183,600$7.47M0.95%+12313F-HR/ATimeline
Brady Martz Wealth Solutions, LLC177,774$7.23M1.09%-53513F-HRTimeline
CVFG LLC172,132$7M0.74%-1,62413F-HRTimeline
Mariner, LLCin group Mariner, LLC171,959$6.99M0.01%+10,74613F-HRTimelineGroup
Clearstead Advisors, LLC160,157$6.51M0.06%+7613F-HRTimeline
Cerity Partners LLCgroup of 2 filers holding160,168$6.5M+11,554Timeline
Cambridge Investment Research Advisors,…151,687$6.17M0.01%-9,02913F-HR/ATimeline
Opal Wealth Advisors, LLC151,249$6.15M1.33%+3,11413F-HRTimeline
Valmark Advisers, Inc.148,606$6.04M0.06%-2,19513F-HRTimeline
Sterling Group Wealth Management, LLC141,423$5.75M2.36%-14,45913F-HRTimeline
Walkner Condon Financial Advisors LLC140,659$5.72M0.66%+1,65513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.137,269$5.58M0.03%-127,19713F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC136,630$5.56M0.1%+21,54113F-HRTimeline
CWC Advisors, LLC.135,144$5.5M2.44%-3,41613F-HRTimeline
Montecito Bank & Trust129,973$5.29M0.79%-87613F-HRTimeline
Midwest Trust Co129,527$5.27M0.06%-14713F-HRTimeline
Mutual Advisors, LLC128,892$5.24M0.1%-8813F-HRTimeline
Capital Investment Advisors, LLC111,244$4.52M0.06%-4,37713F-HRTimeline
NOVEM GROUP109,572$4.46M0.45%+2,91613F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC107,193$4.36M1.58%-1,11813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC101,084$4.11M0.01%-22,13913F-HRTimelineGroup
Chesley Taft & Associates LLC97,497$3.97M0.15%+10,97713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC92,809$3.77M<0.01%-1,507,19113F-HRTimelineGroup
BTC Capital Management, Inc.in group BTC Capital Management, Inc.91,457$3.72M0.23%013F-HRTimelineGroup
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …88,895$3.62M0.02%+5,00213F-HRTimelineGroup
Focus Financial Network, Inc.85,375$3.47M0.11%-4,45913F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC84,047$3.42M<0.01%+2,54713F-HRTimelineGroup
Cetera Investment Advisers82,795$3.37M<0.01%+1,80413F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…81,041$3.3M0.09%013F-HRTimelineGroup
FIRST AMERICAN TRUST, FSB77,123$3.14M0.19%-42713F-HRTimeline
Steward Partners Investment Advisory, L…76,028$3.09M0.02%-88213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…73,133$2.97M<0.01%+14713F-HRTimelineGroup
MERIDIAN INVESTMENT COUNSEL INC.70,239$2.86M0.61%-1,00013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC69,818$2.84M<0.01%+46913F-HRTimelineGroup
Ironsides Asset Advisors, LLC69,130$2.81M0.66%-1,43113F-HRTimeline
Beacon Pointe Advisors, LLC68,146$2.77M0.01%+27,48213F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD64,494$2.62M0.02%+11,96813F-HRTimelineGroup
Financial Engines Advisors L.L.C.59,081$2.4M<0.01%-1,06813F-HRTimeline
HHM Wealth Advisors, LLC56,539$2.3M0.23%-3,03513F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO55,086$2.24M<0.01%+91313F-HRTimelineGroup
Jupiter Topco LLCin group Janus Henderson53,676$2.18M<0.01%13F-HRTimelineGroup
OLD MISSION CAPITAL LLC52,534$2.14M0.05%new13F-HRTimeline
EASTERN BANK51,952$2.11M0.03%-3,48013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP50,934$2.07M<0.01%+5,62913F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…50,614$2.05M0.01%-2,33613F-HRTimelineGroup
MONOGRAPH WEALTH ADVISORS, LLC49,665$2.02M0.17%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…48,228$1.96M<0.01%+3,49713F-HRTimelineGroup
Belpointe Asset Management LLC44,359$1.8M0.06%+11,77713F-HRTimeline
Creative Planningin group Creative Planning44,354$1.8M<0.01%+3,03813F-HRTimelineGroup
BAILARD, INC.41,141$1.67M0.03%-1,40513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA38,709$1.57M<0.01%+10113F-HRTimelineGroup
Tradition Wealth Management, LLC37,808$1.54M0.09%+41013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC37,635$1.53M0.01%-4,47613F-HRTimelineGroup
Laraway Financial Advisors Inc36,343$1.48M0.9%-50413F-HRTimeline
TIAAgroup of 2 filers holding35,835$1.46M+19,944Timeline
Farther Finance Advisors, LLC32,644$1.33M0.01%-47913F-HRTimeline
Newman Dignan & Sheerar, Inc.30,603$1.24M0.24%-60913F-HRTimeline
Bragg Financial Advisors, Inc30,041$1.22M0.03%013F-HRTimeline
FINANCIAL CONSULATE, INC29,657$1.21M0.13%+4413F-HRTimeline
MML INVESTORS SERVICES, LLC29,205$1.19M<0.01%+4,90813F-HRTimeline
HBK Sorce Advisory LLC28,022$1.15M0.02%013F-HRTimeline
Fulton Bank, N.A.27,965$1.14M0.03%+10,96513F-HRTimeline
SAGE FINANCIAL GROUP INC25,978$1.06M0.06%+16613F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC25,876$1.05M0.01%-2,75813F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\25,177$1.02M<0.01%+31513F-HRTimelineGroup
Global Retirement Partners, LLC24,661$1M0.02%13F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC26,562$972K0.17%-2,56113F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…23,790$968K0.03%013F-HRTimelineGroup
WEDBUSH SECURITIES INC23,414$952K0.02%+2,23013F-HRTimeline
BBR PARTNERS, LLC23,341$949K0.04%013F-HRTimeline
Rare Wolf Capital LLC21,298$866K0.56%013F-HRTimeline
Midwest Capital Advisors, LLC20,707$842K0.34%+56613F-HRTimeline
Kagan Cocozza Asset Management20,125$818K0.51%-97813F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC19,306$785K0.17%013F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…18,846$766K0.01%013F-HRTimelineGroup
Western Wealth Management, LLC17,915$729K0.02%-4,62813F-HRTimeline
BOKF, NAin group BOKF, NA17,553$714K0.01%013F-HRTimelineGroup
Iowa State Bank17,346$705K0.12%013F-HRTimeline
Simplicity Wealth,LLC16,830$684K0.02%+2,89213F-HRTimeline
Ethic Inc.16,214$659K0.01%013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC15,965$649K<0.01%+1,21213F-HRTimeline
WFA of San Diego, LLC15,448$644K0.53%-2,03013F-HRTimeline
FMR LLCin group FMR LLC15,817$643K<0.01%+2,39313F-HRTimelineGroup
Kure Advisory, LLC15,762$641K0.3%013F-HRTimeline
Clarity Capital Advisors, LLC15,388$626K0.26%013F-HRTimeline
SMI Advisory Services, LLC14,684$601K0.1%-1913F-HRTimeline
Towneley Capital Management, Inc / DE14,514$590K0.12%+6913F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …14,379$585K0.08%-3,71213F-HRTimelineGroup
PRIVATE TRUST CO NA13,924$566K0.05%+8313F-HRTimeline
Fortis Capital Advisors, LLC13,894$565K0.06%+1,68313F-HRTimeline
VestGen Advisors, LLC13,849$563K0.02%-2,50613F-HRTimeline
BLAIR WILLIAM & CO/IL13,770$560K<0.01%+13913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp13,655$555K<0.01%+1,79613F-HRTimelineGroup
VESTIA PERSONAL WEALTH ADVISORS13,580$552K0.22%013F-HRTimeline
Cornerstone Wealth Management, LLC13,508$549K0.02%-69013F-HRTimeline
SpringVest Wealth Management LLC13,384$544K0.34%-13613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP13,291$541K<0.01%-31,53213F-HR/ATimelineGroup
MITCHELL CAPITAL MANAGEMENT CO13,030$530K0.08%-11113F-HRTimeline
Integrated Wealth Concepts LLC12,979$528K<0.01%+6,48913F-HRTimeline
KLINGENSTEIN FIELDS & CO LP12,596$512K0.02%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC12,511$509K0.02%-8113F-HRTimeline
Bleakley Financial Group, LLC12,136$494K0.01%+3913F-HRTimeline
Radnor Capital Management, LLC12,000$488K0.07%013F-HRTimeline
MAI Capital Management11,426$465K<0.01%013F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC11,383$463K0.04%-24313F-HRTimeline
Betterment LLC11,279$459K<0.01%-89713F-HRTimeline
MONECO ADVISORS, LLC10,804$439K0.03%-31813F-HRTimeline
Gladstone Institutional Advisory LLC10,582$430K0.01%013F-HRTimeline
Highview Capital Management LLC/DE/10,541$429K0.12%013F-HRTimeline
Wealth Alliance Advisory Group, LLC10,375$422K0.06%-36,98513F-HRTimeline
Stegner Investment Associates Inc.10,178$414K0.2%+83513F-HRTimeline
DMC Group, LLC10,148$413K0.28%+1,92213F-HRTimeline
Ashton Thomas Private Wealth, LLC10,119$412K0.01%-5513F-HRTimeline
FSM Wealth Advisors, LLC10,031$408K0.04%+813F-HRTimeline
Lantern Wealth Advisors, LLC9,950$405K0.19%013F-HRTimeline
Key Financial Inc9,815$399K0.07%013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp9,658$393K<0.01%-38013F-HRTimelineGroup
Strategic Financial Concepts, LLC9,632$392K0.12%+17313F-HRTimeline
Avestar Capital, LLC9,363$381K0.02%013F-HRTimeline
Krilogy Financial LLC9,241$376K0.01%+2513F-HRTimeline
CHOREO, LLC9,195$374K<0.01%013F-HRTimeline
Janney Montgomery Scott LLC8,756$356K<0.01%-32313F-HRTimeline
ARS Investment Partners, LLC8,579$349K0.02%013F-HRTimeline
Cresset Asset Management, LLC8,562$348K<0.01%new13F-HRTimeline
TODD ASSET MANAGEMENT LLC8,483$345K0.01%+2,19813F-HRTimeline
PFG Investments, LLC8,370$340K0.01%new13F-HRTimeline
AE Wealth Management LLC8,350$340K<0.01%-213F-HRTimeline
Sentry LLC8,250$336K0.09%013F-HRTimeline
Glassman Wealth Services7,856$320K0.04%-20213F-HRTimeline
RENAISSANCE GROUP LLC7,663$312K0.01%new13F-HRTimeline
BIP Wealth, LLC7,382$300K0.01%-33913F-HRTimeline
Center For Asset Management LLC7,097$289K0.13%013F-HRTimeline
Sage Mountain Advisors LLC7,067$287K0.02%013F-HRTimeline
Goelzer Investment Management, Inc.7,045$287K0.01%+8013F-HRTimeline
Cooke Wealth Management, LLC7,007$285K0.23%+1,25013F-HRTimeline
EP Wealth Advisors, LLC6,987$284K<0.01%-18113F-HRTimeline
Pinion Investment Advisors, LLC6,979$284K0.05%013F-HRTimeline
GoalVest Advisory LLC6,979$284K0.05%013F-HRTimeline
Geneos Wealth Management Inc.6,862$279K0.01%+2,69213F-HRTimeline
OLD NATIONAL BANCORP /IN/6,811$277K0.01%new13F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC6,800$277K0.12%013F-HRTimeline
Penney Financial, LLC6,540$266K0.09%013F-HRTimeline
RVW Wealth, LLC6,425$261K0.02%013F-HRTimeline
Smith & Howard Wealth Management, LLC6,411$261K0.05%013F-HRTimeline
WEALTHGARDEN F.S. LLC6,387$260K0.15%-16113F-HRTimeline
Sharkey, Howes & Javer6,324$257K0.03%013F-HRTimeline
OpenArc Corporate Advisory, LLC6,285$256K<0.01%-20313F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\6,149$250K<0.01%013F-HRTimelineGroup
First National Trust Co5,918$241K0.01%013F-HRTimeline