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Disclosery

CWI SPDR INDEX SHS FDS

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COM (fund)

258 managers (260 13F filers) reported a position in CWI shares at 2025-12-31, 51,936,494 shares in all. 25 filers opened a position and 12 filers sold out during the quarter.

Managers
258
13F filers
260
New
25
Added
92
Reduced
70
Sold out
12
Shares held by filers
51,936,494

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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/10,341,561$371M0.03%+2,143,71413F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,463,614$160M0.09%+424,49013F-HRTimelineGroup
Merit Financial Group, LLC3,186,018$114M0.92%+390,43613F-HRTimeline
Avantax Planning Partners, Inc.2,264,574$81.3M2.28%-101,44413F-HRTimeline
HighTower Advisors, LLC1,755,275$63M0.07%+34,24413F-HRTimeline
LPL Financial LLC1,646,352$59.1M0.02%+109,28213F-HRTimeline
GLOBALT Investments LLC / GA1,412,173$50.7M1.85%-4,18313F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…1,236,220$44.4M0.12%+744,90013F-HRTimelineGroup
HENGEHOLD CAPITAL MANAGEMENT LLC1,176,881$42.3M3.56%+19,93113F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC1,073,903$38.6M0.58%-55,79513F-HRTimeline
3EDGE Asset Management, LP1,026,563$37M1.92%+274,95713F-HRTimeline
PITCAIRN COgroup of 2 filers holding1,004,300$36.1M+312,252Timeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP871,547$31.3M0.04%+110,64013F-HRTimelineGroup
LODESTAR PRIVATE ASSET MANAGEMENT LLC833,994$30M3.01%+35,08513F-HRTimeline
Forvis Mazars Wealth Advisors, LLC674,272$24.2M0.46%-10,27413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY631,653$22.7M<0.01%+7,43113F-HR/ATimelineGroup
CAPTRUST FINANCIAL ADVISORS626,658$22.5M0.04%+467,30413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC608,823$21.9M0.01%-33,71913F-HRTimelineGroup
Jacobi Capital Management LLC602,516$21.6M1.25%+20,74913F-HRTimeline
Private Advisor Group, LLC582,015$20.9M0.1%+21,57013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding575,275$20.7M+21,018Timeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…553,488$19.9M0.4%-4,62813F-HRTimelineGroup
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…516,099$18.5M0.12%013F-HRTimelineGroup
Wealth Alliance Advisory Group, LLC488,048$17.5M3%+8,47213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…472,839$17.5M0.02%-34,58513F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…432,437$15.5M0.54%+20,19313F-HRTimeline
Wilmington Savings Fund Society, FSB431,430$15.5M0.36%+75013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.400,093$14.4M0.02%-5,74613F-HRTimelineGroup
Sequoia Financial Advisors, LLC371,122$13.3M0.07%-2,38013F-HRTimeline
NewEdge Advisors, LLC363,325$13.1M0.05%+13,98513F-HRTimeline
Mill Creek Capital Advisors, LLC340,704$12.2M0.25%+44413F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC321,474$11.5M5.37%-7,36413F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.319,480$11.5M0.17%+8,10113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Atlas Private Wealth Advisors308,380$11.1M2.59%+28,10913F-HRTimeline
Waverly Advisors, LLC298,280$10.7M0.09%-3,63213F-HRTimeline
WHITTIER TRUST CO275,790$10.2M0.11%+12,13713F-HRTimeline
IAG Wealth Partners, LLC272,251$9.78M1.13%-15,08713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/264,007$9.48M<0.01%+12,74413F-HRTimelineGroup
Friday Financial259,875$9.33M3.29%+22,11713F-HRTimeline
UBS Group AGin group UBS Group AG257,310$9.24M<0.01%+4,43413F-HRTimelineGroup
Mach-1 Financial Group, LLC241,519$8.68M1.78%new13F-HRTimeline
Portus Wealth Advisors, LLC239,740$8.61M8.13%+6,97813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC216,904$7.79M<0.01%-7,29813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO200,747$7.21M<0.01%-28113F-HRTimelineGroup
NISA INVESTMENT ADVISORS, LLC199,000$7.15M0.02%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC196,913$7.07M<0.01%+27,74213F-HRTimelineGroup
TOBIAS FINANCIAL ADVISORS, INC.190,435$6.84M0.97%-47313F-HRTimeline
Courage Miller Partners, LLC188,971$6.79M2.04%-6,10313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN184,796$6.64M<0.01%+40113F-HRTimelineGroup
Cambridge Investment Research Advisors,…182,795$6.57M0.02%-11,54813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC181,750$6.53M0.01%-7,73413F-HRTimeline
Brady Martz Wealth Solutions, LLC178,309$6.4M1.13%-53513F-HRTimeline
CVFG LLC175,930$6.32M4.33%+7,12913F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding165,801$6.07M+117,873Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.157,737$5.67M0.01%+39,54113F-HRTimelineGroup
Clearstead Advisors, LLC157,360$5.65M0.07%+6713F-HRTimeline
Mariner, LLCin group Mariner, LLC156,467$5.62M0.01%-50513F-HRTimelineGroup
Sterling Group Wealth Management, LLC156,285$5.61M2.72%-4,69613F-HRTimeline
Valmark Advisers, Inc.144,798$5.2M0.06%-1,61313F-HRTimeline
Opal Wealth Advisors, LLC142,778$5.13M1.34%-2,35313F-HRTimeline
Walkner Condon Financial Advisors LLC139,004$4.99M0.69%+2,41913F-HRTimeline
CWC Advisors, LLC.137,293$4.93M2.38%+1,87813F-HRTimeline
Midwest Trust Co129,139$4.64M0.06%+4,95313F-HRTimeline
Montecito Bank & Trust125,091$4.49M0.72%-3,19113F-HRTimeline
Capital Investment Advisors, LLC124,318$4.47M0.07%+15,09813F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC110,868$3.98M0.02%-12,43013F-HRTimelineGroup
TIEMANN INVESTMENT ADVISORS, LLC109,702$3.94M1.53%-54013F-HRTimeline
NOVEM GROUP105,651$3.79M0.44%+1,52513F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC102,718$3.69M0.08%+2,68813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.92,790$3.33M0.02%+49,01813F-HRTimelineGroup
BTC Capital Management, Inc.in group BTC Capital Management, Inc.91,457$3.29M0.23%+1,87113F-HRTimelineGroup
Mutual Advisors, LLC91,208$3.28M0.07%+2,17213F-HRTimeline
Focus Financial Network, Inc.90,481$3.25M0.11%-83413F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …83,879$3.01M0.02%13F-HR/ATimelineGroup
Ironsides Asset Advisors, LLC82,334$2.96M0.75%+73,34913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC81,418$2.92M<0.01%+1,93713F-HRTimelineGroup
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…81,041$2.91M0.09%013F-HRTimelineGroup
Cetera Investment Advisers80,836$2.9M<0.01%+1,36913F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC78,800$2.83M<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…76,898$2.76M0.02%+10113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC75,283$2.7M<0.01%-17,46213F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC73,980$2.66M0.01%+12,06013F-HRTimelineGroup
MERIDIAN INVESTMENT COUNSEL INC.71,239$2.56M0.62%-80013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC69,349$2.49M<0.01%+45,24013F-HR/ATimelineGroup
Chesley Taft & Associates LLC64,041$2.3M0.09%+29,34713F-HRTimeline
EASTERN BANK63,914$2.3M0.04%-26,65313F-HRTimeline
HHM Wealth Advisors, LLC62,274$2.24M0.26%-7,42513F-HRTimeline
Financial Engines Advisors L.L.C.60,392$2.17M<0.01%-15913F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…59,896$2.15M0.01%-7,39113F-HRTimelineGroup
FIRST AMERICAN TRUST, FSB53,903$1.94M0.13%-1,35513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…52,879$1.9M<0.01%+1,27213F-HR/ATimelineGroup
Farther Finance Advisors, LLC51,372$1.85M0.02%+49,13813F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC49,665$1.78M0.18%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…48,403$1.74M<0.01%new13F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP45,869$1.65M<0.01%-1,25813F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP45,530$1.64M<0.01%-39513F-HRTimelineGroup
Creative Planningin group Creative Planning44,732$1.61M<0.01%+6,04313F-HRTimelineGroup
BAILARD, INC.43,881$1.58M0.03%-37513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…43,331$1.56M<0.01%+4,20613F-HR/ATimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC38,214$1.37M0.02%+25313F-HRTimelineGroup
Tradition Wealth Management, LLC38,074$1.37M0.1%+50913F-HRTimeline
Laraway Financial Advisors Inc36,922$1.33M0.86%-99413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA35,670$1.28M<0.01%+4,88113F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC36,437$1.27M0.01%013F-HRTimelineGroup
Newman Dignan & Sheerar, Inc.31,358$1.13M0.23%-73713F-HRTimeline
Bragg Financial Advisors, Inc31,341$1.13M0.04%-1,73713F-HRTimeline
Dakota Wealth Management30,777$1.11M0.02%new13F-HR/ATimeline
HBK Sorce Advisory LLC28,227$1.09M0.02%-1,61113F-HRTimeline
FINANCIAL CONSULATE, INC30,097$1.08M0.15%-7413F-HRTimeline
MML INVESTORS SERVICES, LLC28,318$1.02M<0.01%+1813F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC28,103$1.01M0.17%-72613F-HRTimeline
Global Retirement Partners, LLC28,032$1.01M0.02%+3,59313F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD27,693$995K0.01%+17,50813F-HRTimelineGroup
SAGE FINANCIAL GROUP INC25,771$926K0.06%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\24,496$880K<0.01%013F-HRTimelineGroup
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…23,790$855K0.03%013F-HRTimelineGroup
Financially in Tune, LLC23,711$852K0.79%13F-HRTimeline
BBR PARTNERS, LLC23,341$838K0.04%013F-HRTimeline
Kagan Cocozza Asset Management21,444$770K0.55%-11413F-HRTimeline
Rare Wolf Capital LLC21,298$765K0.48%13F-HRTimeline
Betterment LLC21,113$758K<0.01%+1,93613F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.20,397$733K<0.01%+20,37813F-HRTimelineGroup
WEDBUSH SECURITIES INC20,162$724K0.02%+9,12613F-HRTimeline
VestGen Advisors, LLC19,726$709K0.03%-164,14113F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC19,306$693K0.17%013F-HRTimeline
Belpointe Asset Management LLC19,134$687K0.02%+10,84013F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…18,846$677K0.01%013F-HRTimelineGroup
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …18,091$650K0.11%013F-HRTimelineGroup
WFA of San Diego, LLC17,712$636K0.47%+1513F-HRTimeline
BOKF, NAin group BOKF, NA17,553$631K0.01%013F-HRTimelineGroup
Iowa State Bank17,548$630K0.12%-12713F-HRTimeline
Midwest Capital Advisors, LLC17,330$622K0.3%+1,18413F-HRTimeline
Western Wealth Management, LLC17,043$612K0.03%013F-HRTimeline
Fulton Bank, N.A.17,000$611K0.02%013F-HRTimeline
SMI Advisory Services, LLC15,977$598K0.1%-45113F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA16,397$589K<0.01%013F-HRTimelineGroup
SpringVest Wealth Management LLC16,287$585K0.41%+4,58413F-HRTimeline
Kure Advisory, LLC15,762$566K0.32%013F-HRTimeline
Clarity Capital Advisors, LLC15,388$553K0.28%new13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp15,192$546K<0.01%+3713F-HRTimelineGroup
Towneley Capital Management, Inc / DE14,445$519K0.11%+20513F-HRTimeline
Cornerstone Wealth Management, LLC14,281$513K0.03%+1113F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS13,580$505K0.26%013F-HRTimeline
PRIVATE TRUST CO NA13,993$503K0.04%+3,59613F-HRTimeline
Simplicity Wealth,LLC13,735$493K0.03%+41613F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC13,003$467K<0.01%+6,00013F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK12,977$466K0.23%013F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC12,905$464K0.02%new13F-HRTimelineGroup
KLINGENSTEIN FIELDS & CO LP12,596$452K0.02%+10013F-HRTimeline
FMR LLCin group FMR LLC12,377$445K<0.01%-5113F-HRTimelineGroup
Fortis Capital Advisors, LLC12,247$440K0.06%+3,95313F-HRTimeline
Bleakley Financial Group, LLC12,097$435K0.01%new13F-HRTimeline
Radnor Capital Management, LLC12,000$431K0.06%013F-HRTimeline
BLAIR WILLIAM & CO/IL11,938$429K<0.01%-86213F-HRTimeline
RENAISSANCE GROUP LLC11,702$420K0.02%new13F-HRTimeline
MAI Capital Management11,426$410K<0.01%+2,86413F-HRTimeline
Brooklyn Investment Group11,373$410K0.02%+3,00513F-HRTimeline
Curi Capital, LLC11,321$407K0.01%013F-HRTimeline
TODD ASSET MANAGEMENT LLC11,272$405K0.01%new13F-HRTimeline
MONECO ADVISORS, LLC11,122$400K0.03%-57313F-HRTimeline
Gladstone Institutional Advisory LLC10,582$380K0.01%013F-HRTimeline
Highview Capital Management LLC/DE/10,541$379K0.13%013F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC10,464$376K0.04%new13F-HRTimeline
MITCHELL CAPITAL MANAGEMENT CO10,276$369K0.07%-66113F-HRTimeline
Ashton Thomas Private Wealth, LLC10,174$365K0.01%+3513F-HRTimeline
M&T Bank Corpin group M&T Bank Corp10,038$361K<0.01%new13F-HR/ATimelineGroup
FSM Wealth Advisors, LLC10,023$360K0.05%+15813F-HRTimeline
Lantern Wealth Advisors, LLC9,950$357K0.19%-1,82513F-HRTimeline
CWM, LLCin group CWM, LLC9,884$355K<0.01%-1,53213F-HRTimelineGroup
Key Financial Inc9,815$353K0.06%013F-HRTimeline
Krilogy Financial LLC9,216$348K0.01%+3813F-HRTimeline
Sharkey, Howes & Javer9,463$340K0.04%013F-HRTimeline
Stegner Investment Associates Inc.9,396$338K0.18%-2,96913F-HRTimeline
Avestar Capital, LLC9,363$336K0.02%013F-HRTimeline
CHOREO, LLC9,195$332K<0.01%013F-HRTimeline
Janney Montgomery Scott LLC8,745$314K<0.01%+82613F-HRTimeline
ARS Investment Partners, LLC8,579$308K0.02%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC8,342$300K0.01%-15113F-HRTimeline
Sentry LLC8,250$296K0.08%013F-HRTimeline
Glassman Wealth Services7,978$287K0.04%013F-HRTimeline
True Link Financial Advisors, LLC7,658$275K0.02%new13F-HRTimeline
BIP Wealth, LLC7,399$266K0.01%-8013F-HRTimeline
EP Wealth Advisors, LLC7,258$261K<0.01%13F-HRTimeline
Center For Asset Management LLC7,097$255K0.13%013F-HRTimeline
Sage Mountain Advisors LLC7,067$254K0.01%013F-HRTimeline
Goelzer Investment Management, Inc.7,005$252K0.01%-3,24313F-HRTimeline
Pinion Investment Advisors, LLC6,979$251K0.06%013F-HRTimeline
GoalVest Advisory LLC6,979$251K0.05%013F-HRTimeline
WEALTHGARDEN F.S. LLC6,548$247K0.16%-36613F-HRTimeline
AE Wealth Management LLC6,804$244K<0.01%+2,81813F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC6,800$244K0.12%013F-HRTimeline
JFS WEALTH ADVISORS, LLC6,644$239K0.01%-8513F-HRTimeline
Penney Financial, LLC6,540$235K0.09%013F-HRTimeline
Integrated Wealth Concepts LLC6,490$233K<0.01%013F-HRTimeline
RVW Wealth, LLC6,425$231K0.02%013F-HRTimeline
Smith & Howard Wealth Management, LLC6,411$230K0.05%013F-HRTimeline
DMC Group, LLC6,270$225K0.15%+10413F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\6,149$221K<0.01%013F-HRTimelineGroup
OpenArc Corporate Advisory, LLC6,148$221K<0.01%13F-HRTimeline
Cooke Wealth Management, LLC5,757$215K0.19%13F-HRTimeline