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Disclosery

CWI SPDR INDEX SHS FDS

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COM (fund)

264 managers (267 13F filers) reported a position in CWI shares at 2026-03-31, 54,291,937 shares in all. 19 filers opened a position and 12 filers sold out during the quarter.

Managers
264
13F filers
267
New
19
Added
85
Reduced
74
Sold out
12
Shares held by filers
54,291,937

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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/8,835,784$323M0.02%-1,505,77713F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,580,294$168M0.1%+116,68013F-HRTimelineGroup
Merit Financial Group, LLC3,488,600$128M0.95%+302,58213F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…3,261,220$119M0.34%+2,025,00013F-HR/ATimelineGroup
Avantax Planning Partners, Inc.2,300,372$84.2M2.31%+35,79813F-HRTimeline
HighTower Advisors, LLC1,796,405$65.7M0.07%+41,13013F-HRTimeline
LPL Financial LLC1,675,601$61.3M0.02%+29,24913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC1,600,000$58.5M0.06%new13F-HRTimelineGroup
GLOBALT Investments LLC / GA1,476,355$54M1.93%+64,18213F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC1,188,068$43.5M3.8%+11,18713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,021,288$37.4M0.05%+149,74113F-HRTimelineGroup
Pitcairn Wealth Advisors LLCin group PITCAIRN CO1,006,609$36.2M3.33%+2,30913F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC879,999$32.2M0.47%-193,90413F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC856,984$31.4M3.09%+22,99013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY817,398$29.9M<0.01%+185,74513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC736,454$26.9M0.01%+127,63113F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…644,082$23.6M0.48%+90,59413F-HRTimelineGroup
Forvis Mazars Wealth Advisors, LLC636,965$23.3M0.44%-37,30713F-HRTimeline
Jacobi Capital Management LLC617,366$22.6M1.26%+14,85013F-HRTimeline
Private Advisor Group, LLC596,375$21.8M0.1%+14,36013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS570,639$20.9M0.04%-56,01913F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding569,016$20.9M-6,259Timeline
Gerber Kawasaki Wealth & Investment Man…447,730$16.4M0.52%+15,29313F-HRTimeline
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…438,879$16.1M0.1%-77,22013F-HRTimelineGroup
Wilmington Savings Fund Society, FSB426,005$15.6M0.37%-5,42513F-HRTimeline
Sequoia Financial Advisors, LLC365,888$13.4M0.08%-5,23413F-HRTimeline
NewEdge Advisors, LLC364,227$13.3M0.05%+90213F-HR/ATimeline
Mill Creek Capital Advisors, LLC348,384$12.7M0.26%+7,68013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.328,261$12M0.18%+8,78113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Atlas Private Wealth Advisors321,018$11.7M2.77%+12,63813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.316,942$11.6M0.02%-83,15113F-HRTimelineGroup
ARCADIA INVESTMENT ADVISORS LLC311,018$11.4M5.37%-10,45613F-HRTimeline
Stonebrook Private Inc.308,960$11.3M2.41%new13F-HRTimeline
Waverly Advisors, LLC307,922$11.3M0.08%+9,64213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…294,239$10.8M0.02%-178,60013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN286,157$10.5M<0.01%+101,36113F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG284,294$10.4M<0.01%+26,98413F-HRTimelineGroup
IAG Wealth Partners, LLC280,068$10.2M1.14%+7,81713F-HRTimeline
Portus Wealth Advisors, LLC279,845$10.2M9.64%+40,10513F-HRTimeline
WHITTIER TRUST CO275,790$10.2M0.12%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/273,461$10M<0.01%+9,45413F-HRTimelineGroup
Friday Financial262,616$9.61M3.31%+2,74113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.264,466$9.5M0.06%+171,67613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.244,006$8.93M0.01%+86,26913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC221,389$8.1M<0.01%+4,48513F-HR/ATimelineGroup
Kingsview Wealth Management, LLC206,979$7.57M0.1%new13F-HRTimeline
NISA INVESTMENT ADVISORS, LLC199,000$7.28M0.03%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC198,809$7.27M0.01%+17,05913F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC194,034$7.13M0.26%+101,96313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC193,562$7.08M<0.01%-3,35113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO196,780$6.98M<0.01%-3,96713F-HR/ATimelineGroup
Courage Miller Partners, LLC188,650$6.9M1.95%-32113F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.183,477$6.71M0.93%-6,95813F-HRTimeline
Brady Martz Wealth Solutions, LLC178,309$6.52M1.11%013F-HRTimeline
CVFG LLC173,756$6.36M0.79%-2,17413F-HRTimeline
Mariner, LLCin group Mariner, LLC161,213$5.9M0.01%+4,74613F-HRTimelineGroup
Cambridge Investment Research Advisors,…160,716$5.88M0.02%-22,07913F-HRTimeline
Clearstead Advisors, LLC160,081$5.86M0.05%+2,72113F-HRTimeline
Sterling Group Wealth Management, LLC155,882$5.7M2.7%-40313F-HRTimeline
Valmark Advisers, Inc.150,801$5.52M0.07%+6,00313F-HRTimeline
Opal Wealth Advisors, LLC148,135$5.42M1.23%+5,35713F-HRTimeline
Cerity Partners LLCgroup of 2 filers holding148,614$5.39M+67,196Timeline
Walkner Condon Financial Advisors LLC139,004$5.09M0.67%013F-HRTimeline
CWC Advisors, LLC.138,560$5.07M2.41%+1,26713F-HRTimeline
Montecito Bank & Trust130,849$4.79M0.79%+5,75813F-HRTimeline
Midwest Trust Co129,674$4.74M0.06%+53513F-HRTimeline
Mutual Advisors, LLC128,980$4.72M0.1%+37,77213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC123,223$4.51M0.02%+49,24313F-HRTimelineGroup
Capital Investment Advisors, LLC115,621$4.23M0.06%-8,69713F-HR/ATimeline
TD PRIVATE CLIENT WEALTH LLC115,089$4.21M0.09%+12,37113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC113,628$4.16M0.02%+2,76013F-HRTimelineGroup
TIEMANN INVESTMENT ADVISORS, LLC108,311$3.96M1.55%-1,39113F-HRTimeline
NOVEM GROUP106,656$3.9M0.45%+1,00513F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.91,457$3.35M0.23%013F-HRTimelineGroup
Focus Financial Network, Inc.89,834$3.29M0.12%-64713F-HRTimeline
Chesley Taft & Associates LLC86,520$3.17M0.13%+22,47913F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …83,893$3.07M0.02%+1413F-HRTimelineGroup
3EDGE Asset Management, LP86,230$3.06M0.15%-940,33313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC81,500$2.98M<0.01%+2,70013F-HRTimelineGroup
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…81,041$2.97M0.09%013F-HRTimelineGroup
Cetera Investment Advisers80,991$2.96M<0.01%+15513F-HRTimeline
FIRST AMERICAN TRUST, FSB77,550$2.84M0.19%+23,64713F-HRTimeline
Steward Partners Investment Advisory, L…76,910$2.81M0.01%+1213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…72,986$2.67M<0.01%+20,10713F-HRTimelineGroup
MERIDIAN INVESTMENT COUNSEL INC.71,239$2.61M0.62%013F-HRTimeline
Ironsides Asset Advisors, LLC70,561$2.58M0.65%-11,77313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC69,349$2.54M<0.01%013F-HRTimelineGroup
Financial Engines Advisors L.L.C.60,149$2.2M<0.01%-24313F-HRTimeline
HHM Wealth Advisors, LLC59,574$2.18M0.25%-2,70013F-HRTimeline
EASTERN BANK55,432$2.03M0.03%-8,48213F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO54,173$1.98M<0.01%new13F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…52,950$1.94M0.01%-6,94613F-HRTimelineGroup
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD52,526$1.92M0.02%+24,83313F-HRTimelineGroup
MONOGRAPH WEALTH ADVISORS, LLC49,665$1.82M0.17%013F-HRTimeline
Wealth Alliance Advisory Group, LLC47,360$1.73M0.27%-440,68813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…47,207$1.73M<0.01%-1,19613F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP45,305$1.66M<0.01%-22513F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP44,823$1.64M<0.01%-1,04613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…44,731$1.64M<0.01%+1,40013F-HRTimelineGroup
BAILARD, INC.42,546$1.56M0.04%-1,33513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC42,111$1.54M0.01%+5,67413F-HRTimelineGroup
Creative Planningin group Creative Planning41,316$1.51M<0.01%-3,41613F-HRTimelineGroup
Beacon Pointe Advisors, LLC40,664$1.49M0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA38,608$1.41M<0.01%+2,93813F-HRTimelineGroup
Everhart Financial Group, Inc.38,100$1.39M0.12%new13F-HRTimeline
Tradition Wealth Management, LLC37,398$1.37M0.1%-67613F-HRTimeline
Laraway Financial Advisors Inc36,847$1.35M0.95%-7513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…35,201$1.29M<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC33,123$1.23M0.01%-18,24913F-HRTimeline
Belpointe Asset Management LLC32,582$1.19M0.04%+13,44813F-HRTimeline
Newman Dignan & Sheerar, Inc.31,212$1.14M0.24%-14613F-HRTimeline
HBK Sorce Advisory LLC28,022$1.13M0.02%-20513F-HRTimeline
Financially in Tune, LLC30,495$1.12M0.96%+6,78413F-HRTimeline
Bragg Financial Advisors, Inc30,041$1.1M0.03%-1,30013F-HRTimeline
FINANCIAL CONSULATE, INC29,613$1.08M0.14%-48413F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC29,123$1.07M0.18%+1,02013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC28,634$1.05M0.02%-9,58013F-HRTimelineGroup
Dakota Wealth Management27,232$996K0.02%-3,54513F-HR/ATimeline
SAGE FINANCIAL GROUP INC25,812$944K0.06%+4113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\24,862$910K<0.01%+36613F-HRTimelineGroup
MML INVESTORS SERVICES, LLC24,297$889K<0.01%-4,02113F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…23,790$870K0.03%013F-HRTimelineGroup
BBR PARTNERS, LLC23,341$854K0.05%013F-HRTimeline
Western Wealth Management, LLC22,543$825K0.03%+5,50013F-HR/ATimeline
Rare Wolf Capital LLC21,298$779K0.5%013F-HRTimeline
WEDBUSH SECURITIES INC21,184$775K0.02%+1,02213F-HRTimeline
Kagan Cocozza Asset Management21,103$772K0.54%-34113F-HRTimeline
Midwest Capital Advisors, LLC20,141$737K0.34%+2,81113F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC19,306$706K0.17%013F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…18,846$690K0.01%013F-HRTimelineGroup
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …18,091$662K0.11%013F-HRTimelineGroup
VestGen Advisors, LLC16,355$652K0.02%-3,37113F-HRTimeline
BOKF, NAin group BOKF, NA17,553$642K0.01%013F-HRTimelineGroup
WFA of San Diego, LLC17,478$640K0.51%-23413F-HRTimeline
Iowa State Bank17,346$635K0.12%-20213F-HRTimeline
Fulton Bank, N.A.17,000$622K0.02%013F-HRTimeline
Ethic Inc.16,214$593K0.01%new13F-HRTimeline
TIAAgroup of 2 filers holding15,891$581K-506Timeline
Kure Advisory, LLC15,762$577K0.31%013F-HRTimeline
Clarity Capital Advisors, LLC15,388$563K0.26%013F-HRTimeline
SMI Advisory Services, LLC14,703$545K0.09%-1,27413F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC14,753$540K<0.01%+1,75013F-HRTimeline
Towneley Capital Management, Inc / DE14,445$529K0.11%013F-HRTimeline
Cornerstone Wealth Management, LLC14,198$520K0.03%-8313F-HRTimeline
Simplicity Wealth,LLC13,938$510K0.03%+20313F-HRTimeline
PRIVATE TRUST CO NA13,841$506K0.05%-15213F-HRTimeline
BLAIR WILLIAM & CO/IL13,631$499K<0.01%+1,69313F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS13,580$497K0.23%013F-HRTimeline
SpringVest Wealth Management LLC13,520$495K0.34%-2,76713F-HRTimeline
FMR LLCin group FMR LLC13,424$491K<0.01%+1,04713F-HRTimelineGroup
MITCHELL CAPITAL MANAGEMENT CO13,141$481K0.09%+2,86513F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK12,977$475K0.23%013F-HRTimeline
KLINGENSTEIN FIELDS & CO LP12,596$461K0.02%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC12,592$461K0.02%+4,25013F-HRTimeline
Brooklyn Investment Group12,562$460K0.01%+1,18913F-HRTimeline
Fortis Capital Advisors, LLC12,211$447K0.06%-3613F-HRTimeline
Betterment LLC12,176$446K<0.01%-8,93713F-HRTimeline
Bleakley Financial Group, LLC12,097$443K0.01%013F-HRTimeline
Radnor Capital Management, LLC12,000$439K0.06%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp11,859$434K<0.01%-3,33313F-HRTimelineGroup
WEALTHCARE CAPITAL MANAGEMENT LLC11,626$425K0.04%+1,16213F-HRTimeline
MAI Capital Management11,426$418K<0.01%013F-HRTimeline
Curi Capital, LLC11,321$414K0.01%013F-HRTimeline
MONECO ADVISORS, LLC11,122$407K0.03%013F-HRTimeline
Gladstone Institutional Advisory LLC10,582$387K0.01%013F-HRTimeline
Highview Capital Management LLC/DE/10,541$386K0.14%013F-HRTimeline
Ashton Thomas Private Wealth, LLC10,174$372K0.01%013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp10,038$367K<0.01%013F-HR/ATimelineGroup
FSM Wealth Advisors, LLC10,023$367K0.05%013F-HRTimeline
Lantern Wealth Advisors, LLC9,950$364K0.19%013F-HRTimeline
Krilogy Financial LLC9,216$361K0.01%013F-HRTimeline
Key Financial Inc9,815$359K0.06%013F-HRTimeline
Strategic Financial Concepts, LLC9,459$346K0.09%new13F-HRTimeline
Avestar Capital, LLC9,363$343K0.02%013F-HRTimeline
Stegner Investment Associates Inc.9,343$342K0.19%-5313F-HRTimeline
CHOREO, LLC9,195$336K<0.01%013F-HRTimeline
Janney Montgomery Scott LLC9,079$332K<0.01%+33413F-HRTimeline
CWM, LLCin group CWM, LLC8,691$318K<0.01%-1,19313F-HRTimelineGroup
ARS Investment Partners, LLC8,579$314K0.02%013F-HRTimeline
AE Wealth Management LLC8,352$306K<0.01%+1,54813F-HRTimeline
Sentry LLC8,250$302K0.1%013F-HRTimeline
DMC Group, LLC8,226$301K0.2%+1,95613F-HRTimeline
Glassman Wealth Services8,058$295K0.04%+8013F-HRTimeline
BIP Wealth, LLC7,721$283K0.01%+32213F-HRTimeline
True Link Financial Advisors, LLC7,322$268K0.02%-33613F-HR/ATimeline
EP Wealth Advisors, LLC7,168$262K<0.01%-9013F-HRTimeline
Center For Asset Management LLC7,097$260K0.13%013F-HRTimeline
Sage Mountain Advisors LLC7,067$259K0.02%013F-HRTimeline
Pinion Investment Advisors, LLC6,979$255K0.06%013F-HRTimeline
GoalVest Advisory LLC6,979$255K0.05%013F-HRTimeline
Goelzer Investment Management, Inc.6,965$255K0.01%-4013F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC6,800$249K0.12%013F-HRTimeline
Van Hulzen Asset Management, LLC6,784$248K0.02%+95813F-HRTimeline
HRT FINANCIAL LP6,652$243K<0.01%new13F-HRTimeline
WEALTHGARDEN F.S. LLC6,548$240K0.16%013F-HRTimeline
Penney Financial, LLC6,540$239K0.09%013F-HRTimeline
Integrated Wealth Concepts LLC6,490$237K<0.01%013F-HRTimeline
OpenArc Corporate Advisory, LLC6,488$237K<0.01%+34013F-HRTimeline
RVW Wealth, LLC6,425$235K0.02%013F-HRTimeline
Smith & Howard Wealth Management, LLC6,411$235K0.05%013F-HRTimeline