Vault-13

SPDR INDEX SHS FDS CWI

MSCI ACWI EXUS · ETP · CUSIP 78463X848

275 institutional holders +8 vs Q1 2026
54,607,46054.6m shares reported held*
$2.2bnreported value*
23 new 90 added 91 reduced 14 sold out net bought ≈ $26.1m (+649.6k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $40.92.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 181Q4 22: 194Q1 23: 199Q2 23: 195Q3 23: 200Q4 23: 206Q1 24: 207Q2 24: 210Q3 24: 210Q4 24: 225Q1 25: 225Q2 25: 237Q3 25: 246Q4 25: 260Q1 26: 267Q2 26: 275275Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 2022181
Q4 2022194
Q1 2023199
Q2 2023195
Q3 2023200
Q4 2023206
Q1 2024207
Q2 2024210
Q3 2024210
Q4 2024225
Q1 2025225
Q2 2025237
Q3 2025246
Q4 2025260
Q1 2026267
Q2 2026275

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q3 24: 62 bought or addedQ3 24: 94 cut or sold outQ4 24: 87 bought or addedQ4 24: 87 cut or sold outQ4 24Q1 25: 84 bought or addedQ1 25: 100 cut or sold outQ2 25: 101 bought or addedQ2 25: 96 cut or sold outQ2 25Q3 25: 81 bought or addedQ3 25: 82 cut or sold outQ4 25: 119 bought or addedQ4 25: 81 cut or sold outQ4 25Q1 26: 105 bought or addedQ1 26: 85 cut or sold outQ2 26: 113 bought or addedQ2 26: 105 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20246294
Q4 20248787
Q1 202584100
Q2 202510196
Q3 20258182
Q4 202511981
Q1 202610585
Q2 2026113105

Biggest buyers

BANK OF AMERICA CORP /DE/ Added +538,590+538.6k
AMERIPRISE FINANCIAL INC Added +473,010+473.0k
Pathstone Holdings, LLC New +346,048+346.0k
Merit Financial Group, LLC Added +262,710+262.7k
Cambridge Investment Research Advisors, Inc. Added +142,658+142.7k
Stonebrook Private Inc. Added +129,334+129.3k
MORGAN STANLEY Added +128,227+128.2k
PNC Financial Services Group, Inc. Added +118,460+118.5k
Savant Capital, LLC Added +116,073+116.1k
ENVESTNET ASSET MANAGEMENT INC Added +65,803+65.8k

Biggest sellers

JANE STREET GROUP, LLC Reduced -1,507,191-1.5m
Equitable Holdings, Inc. Reduced -127,197-127.2k
3EDGE Asset Management, LP Sold out -86,230-86.2k
Portus Wealth Advisors, LLC Reduced -59,349-59.3k
Thrivent Financial for Lutherans Sold out -47,207-47.2k
Everhart Financial Group, Inc. Sold out -38,100-38.1k
Wealth Alliance Advisory Group, LLC Reduced -36,985-37.0k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -35,201-35.2k
Mirae Asset Global Investments Co., Ltd. Reduced -32,800-32.8k
Corient Private Wealth LP Reduced -31,532-31.5k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
PNC FINANCIAL SERVICES GROUP, INC. 13G · institution filed 2025-02-07 6.3% 3.6m≈ $146.0m 2025-02-07

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.02% of their portfolio CHARLOTTE, NC 9,374,3749.4m $381.3m $381.3m 0.02% Added +538.6k +538,590
2 PNC Financial Services Group, Inc. 0.09% of their portfolio Pittsburgh, PA 4,698,7544.7m $191.1m $191.1m 0.09% Added +118.5k +118,460
3 Merit Financial Group, LLC 0.95% of their portfolio ALPHARETTA, GA 3,751,3103.8m $152.6m $152.6m 0.95% Added +262.7k +262,710
4 Mirae Asset Global Investments Co., Ltd. 0.25% of their portfolio SEOUL, M5 3,228,4203.2m $131.3m $131.3m 0.25% Reduced -32.8k -32,800
5 Avantax Planning Partners, Inc. 2.30% of their portfolio DUBUQUE, IA 2,270,9162.3m $92.4m $92.4m 2.30% Reduced -29.5k -29,456
6 HighTower Advisors, LLC 0.07% of their portfolio CHICAGO, IL 1,853,4581.9m $75.4m $75.4m 0.07% Added +57.1k +57,053
7 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 1,669,0071.7m $67.9m $67.9m 0.02% Reduced -6.6k -6,594
8 GLOBALT Investments LLC / GA 1.99% of their portfolio Atlanta, GA 1,449,8631.4m $59.0m $59.0m 1.99% Reduced -26.5k -26,492
9 HENGEHOLD CAPITAL MANAGEMENT LLC 3.83% of their portfolio CINCINNATI, OH 1,214,7491.2m $49.4m $49.4m 3.83% Added +26.7k +26,681
10 TRUIST FINANCIAL CORP 0.05% of their portfolio CHARLOTTE, NC 1,027,8491.0m $41.8m $41.8m 0.05% Added +6.6k +6,561
11 Pitcairn Wealth Advisors LLC 4.40% of their portfolio CONSHOHOCKEN, PA 988,601988.6k $40.2m $40.2m 4.40% Reduced -18.0k -18,008
12 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 945,625945.6k $38.5m $38.5m 0.00% Added +128.2k +128,227
13 LODESTAR PRIVATE ASSET MANAGEMENT LLC 3.15% of their portfolio ALAMO, CA 895,548895.5k $36.4m $36.4m 3.15% Added +38.6k +38,564
14 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.46% of their portfolio MINNEAPOLIS, MN 861,432861.4k $35.0m $35.0m 0.46% Reduced -18.6k -18,567
15 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 802,257802.3k $32.6m $32.6m 0.01% Added +65.8k +65,803
16 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 694,399694.4k $28.2m $28.2m 0.01% Added +473.0k +473,010
17 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.47% of their portfolio LOS ANGELES, CA 642,125642.1k $26.1m $26.1m 0.47% Reduced -2.0k -1,957
18 Jacobi Capital Management LLC 1.25% of their portfolio PITTSTON, PA 628,879628.9k $25.6m $25.6m 1.25% Added +11.5k +11,513
19 Forvis Mazars Wealth Advisors, LLC 0.43% of their portfolio Springfield, MO 627,989628.0k $25.5m $25.5m 0.43% Reduced -9.0k -8,976
20 Private Advisor Group, LLC 0.11% of their portfolio MORRISTOWN, NJ 616,487616.5k $25.1m $25.1m 0.11% Added +20.1k +20,112
21 CAPTRUST FINANCIAL ADVISORS 0.04% of their portfolio RALEIGH, NC 601,607601.6k $24.5m $24.5m 0.04% Added +31.0k +30,968
22 Gerber Kawasaki Wealth & Investment Management 0.48% of their portfolio SANTA MONICA, CA 445,173445.2k $18.1m $18.1m 0.48% Reduced -2.6k -2,557
23 Focus Partners Advisor Solutions, LLC 0.15% of their portfolio SAINT LOUIS, MO 443,931443.9k $18.1m $18.1m 0.15% Added +2.4k +2,408
24 Stonebrook Private Inc. 3.25% of their portfolio NORTHVILLE, MI 438,294438.3k $17.8m $17.8m 3.25% Added +129.3k +129,334
25 Clal Insurance Enterprises Holdings Ltd 0.08% of their portfolio Tel-aviv, L3 427,879427.9k $17.4m $17.4m 0.08% Reduced -11.0k -11,000
26 Wilmington Savings Fund Society, FSB 0.38% of their portfolio WILMINGTON, DE 421,095421.1k $17.1m $17.1m 0.38% Reduced -4.9k -4,910
27 NewEdge Advisors, LLC 0.04% of their portfolio NEW ORLEANS, LA 369,468369.5k $15.0m $15.0m 0.04% Added +5.2k +5,241
28 Sequoia Financial Advisors, LLC 0.07% of their portfolio Akron, OH 355,329355.3k $14.5m $14.5m 0.07% Reduced -10.6k -10,559
29 HUNTINGTON NATIONAL BANK 0.07% of their portfolio COLUMBUS, OH 347,210347.2k $14.1m $14.1m 0.07% Reduced -7.7k -7,705
30 Pathstone Holdings, LLC 0.04% of their portfolio ENGLEWOOD, NJ 346,048346.0k $14.1m $14.1m 0.04% New
31 Atlas Private Wealth Advisors 3.07% of their portfolio RED BANK, NJ 345,135345.1k $14.0m $14.0m 3.07% Added +24.1k +24,117
32 HANTZ FINANCIAL SERVICES, INC. 0.18% of their portfolio SOUTHFIELD, MI 319,386319.4k $13.0m $13.0m 0.18% Reduced -8.9k -8,875
33 Waverly Advisors, LLC 0.07% of their portfolio BIRMINGHAM, AL 314,489314.5k $12.8m $12.8m 0.07% Added +6.6k +6,567
34 Baird Financial Group, Inc. 0.02% of their portfolio MILWAUKEE, WI 308,229308.2k $12.5m $12.5m 0.02% Reduced -8.7k -8,713
35 ARCADIA INVESTMENT ADVISORS LLC 5.27% of their portfolio EAGLE, ID 307,362307.4k $12.5m $12.5m 5.27% Reduced -3.7k -3,656
36 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 303,374303.4k $12.3m $12.3m 0.01% Added +142.7k +142,658
37 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 296,901296.9k $12.1m $12.1m 0.00% Added +10.7k +10,744
38 IAG Wealth Partners, LLC 1.14% of their portfolio WAUKESHA, WI 282,870282.9k $11.5m $11.5m 1.14% Added +2.8k +2,802
39 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.02% of their portfolio PLYMOUTH, MN 279,708279.7k $11.3m $11.3m 0.02% Reduced -14.5k -14,531
40 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 279,603279.6k $11.4m $11.4m 0.00% Added +6.1k +6,142
41 UBS Group AG 0.00% of their portfolio ZURICH, V8 277,979278.0k $11.3m $11.3m 0.00% Reduced -6.3k -6,315
42 WHITTIER TRUST CO 0.11% of their portfolio SOUTH PASADENA, CA 268,290268.3k $11.0m $11.0m 0.11% Reduced -7.5k -7,500
43 Friday Financial 2.86% of their portfolio DUBUQUE, IA 265,560265.6k $10.7m $10.7m 2.86% Added +2.9k +2,944
44 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 256,192256.2k $10.4m $10.4m 0.01% Added +12.2k +12,186
45 Kingsview Wealth Management, LLC 0.12% of their portfolio GRANTS PASS, OR 243,680243.7k $9.9m $9.9m 0.12% Added +36.7k +36,701
46 Savant Capital, LLC 0.03% of their portfolio ROCKFORD, IL 229,701229.7k $8.9m $8.9m 0.03% Added +116.1k +116,073
47 Portus Wealth Advisors, LLC 7.38% of their portfolio CHARLOTTE, NC 220,496220.5k $9.0m $9.0m 7.38% Reduced -59.3k -59,349
48 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 220,363220.4k $9.0m $9.0m 0.01% Added +21.6k +21,554
49 NICOLET BANKSHARES INC 0.27% of their portfolio GREEN BAY, WI 211,015211.0k $8.6m $8.6m 0.27% Added +17.0k +16,981
50 NISA INVESTMENT ADVISORS, LLC 0.03% of their portfolio ST. LOUIS, MO 199,000199.0k $8.1m $8.1m 0.03% Unchanged
51 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 190,834190.8k $7.7m $7.7m 0.00% Reduced -5.9k -5,946
52 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 186,518186.5k $7.6m $7.6m 0.00% Reduced -7.0k -7,044
53 Courage Miller Partners, LLC 2.00% of their portfolio NORFOLK, VA 186,320186.3k $7.6m $7.6m 2.00% Reduced -2.3k -2,330
54 TOBIAS FINANCIAL ADVISORS, INC. 0.95% of their portfolio Plantation, FL 183,600183.6k $7.5m $7.5m 0.95% Added +123 +123
55 Brady Martz Wealth Solutions, LLC 1.09% of their portfolio GRAND FORKS, ND 177,774177.8k $7.2m $7.2m 1.09% Reduced -535 -535
56 CVFG LLC 0.74% of their portfolio SHELBYVILLE, IN 172,132172.1k $7.0m $7.0m 0.74% Reduced -1.6k -1,624
57 Mariner, LLC 0.01% of their portfolio Overland Park, KS 171,959172.0k $7.0m $7.0m 0.01% Added +10.7k +10,746
58 Clearstead Advisors, LLC 0.06% of their portfolio CLEVELAND, OH 160,157160.2k $6.5m $6.5m 0.06% Added +76 +76
59 Opal Wealth Advisors, LLC 1.33% of their portfolio JERICHO, NY 151,249151.2k $6.2m $6.2m 1.33% Added +3.1k +3,114
60 Valmark Advisers, Inc. 0.06% of their portfolio AKRON, OH 148,606148.6k $6.0m $6.0m 0.06% Reduced -2.2k -2,195
61 Sterling Group Wealth Management, LLC 2.36% of their portfolio PASADENA, CA 141,423141.4k $5.8m $5.8m 2.36% Reduced -14.5k -14,459
62 Walkner Condon Financial Advisors LLC 0.66% of their portfolio MADISON, WI 140,659140.7k $5.7m $5.7m 0.66% Added +1.7k +1,655
63 Equitable Holdings, Inc. 0.03% of their portfolio NEW YORK, NY 137,269137.3k $5.6m $5.6m 0.03% Reduced -127.2k -127,197
64 TD PRIVATE CLIENT WEALTH LLC 0.10% of their portfolio NEW YORK, NY 136,630136.6k $5.6m $5.6m 0.10% Added +21.5k +21,541
65 CWC Advisors, LLC. 2.44% of their portfolio LAKE OSWEGO, OR 135,144135.1k $5.5m $5.5m 2.44% Reduced -3.4k -3,416
66 Montecito Bank & Trust 0.79% of their portfolio SANTA BARBARA, CA 129,973130.0k $5.3m $5.3m 0.79% Reduced -876 -876
67 Midwest Trust Co 0.06% of their portfolio Overland Park, KS 129,527129.5k $5.3m $5.3m 0.06% Reduced -147 -147
68 Mutual Advisors, LLC 0.10% of their portfolio OMAHA, NE 128,892128.9k $5.2m $5.2m 0.10% Reduced -88 -88
69 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 126,394126.4k $5.1m $5.1m 0.01% Reduced -1.1k -1,099
70 Capital Investment Advisors, LLC 0.06% of their portfolio ATLANTA, GA 111,244111.2k $4.5m $4.5m 0.06% Reduced -4.4k -4,377
71 NOVEM GROUP 0.45% of their portfolio Rochester, NY 109,572109.6k $4.5m $4.5m 0.45% Added +2.9k +2,916
72 TIEMANN INVESTMENT ADVISORS, LLC 1.58% of their portfolio MENLO PARK, CA 107,193107.2k $4.4m $4.4m 1.58% Reduced -1.1k -1,118
73 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 101,084101.1k $4.1m $4.1m 0.01% Reduced -22.1k -22,139
74 Chesley Taft & Associates LLC 0.15% of their portfolio CHICAGO, IL 97,49797.5k $4.0m $4.0m 0.15% Added +11.0k +10,977
75 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 92,80992.8k $3.8m $3.8m 0.00% Reduced -1.5m -1,507,191
76 BTC Capital Management, Inc. 0.23% of their portfolio DES MOINES, IA 91,45791.5k $3.7m $3.7m 0.23% Unchanged
77 Pinnacle Financial Partners, Inc. 0.02% of their portfolio ATLANTA, GA 88,89588.9k $3.6m $3.6m 0.02% Added +5.0k +5,002
78 Focus Financial Network, Inc. 0.11% of their portfolio MINNEAPOLIS, MN 85,37585.4k $3.5m $3.5m 0.11% Reduced -4.5k -4,459
79 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 84,04784.0k $3.4m $3.4m 0.00% Added +2.5k +2,547
80 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 82,79582.8k $3.4m $3.4m 0.00% Added +1.8k +1,804
81 Cerity Partners Retirement Plan Advisors LLC 1.40% of their portfolio NEW YORK, NY 82,74382.7k $3.4m $3.4m 1.40% Added +12.5k +12,538
82 Freestone Capital Holdings, LLC 0.09% of their portfolio Seattle, WA 81,04181.0k $3.3m $3.3m 0.09% Unchanged
83 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 77,42577.4k $3.1m $3.1m 0.00% Reduced -984 -984
84 FIRST AMERICAN TRUST, FSB 0.19% of their portfolio SANTA ANA, CA 77,12377.1k $3.1m $3.1m 0.19% Reduced -427 -427
85 Steward Partners Investment Advisory, LLC 0.02% of their portfolio STAMFORD, CT 76,02876.0k $3.1m $3.1m 0.02% Reduced -882 -882
86 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 73,13373.1k $3.0m $3.0m 0.00% Added +147 +147
87 MERIDIAN INVESTMENT COUNSEL INC. 0.61% of their portfolio LAFAYETTE, CA 70,23970.2k $2.9m $2.9m 0.61% Reduced -1.0k -1,000
88 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 69,81869.8k $2.8m $2.8m 0.00% Added +469 +469
89 Ironsides Asset Advisors, LLC 0.66% of their portfolio ROCKY MOUNT, NC 69,13069.1k $2.8m $2.8m 0.66% Reduced -1.4k -1,431
90 Beacon Pointe Advisors, LLC 0.01% of their portfolio NEWPORT BEACH, CA 68,14668.1k $2.8m $2.8m 0.01% Added +27.5k +27,482
91 MEITAV INVESTMENT HOUSE LTD 0.02% of their portfolio BENE-BERAQ, L3 64,49464.5k $2.6m $2.6m 0.02% Added +12.0k +11,968
92 Financial Engines Advisors L.L.C. 0.00% of their portfolio SANTA CLARA, CA 59,08159.1k $2.4m $2.4m 0.00% Reduced -1.1k -1,068
93 HHM Wealth Advisors, LLC 0.23% of their portfolio CHATTANOOGA, TN 56,53956.5k $2.3m $2.3m 0.23% Reduced -3.0k -3,035
94 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 55,08655.1k $2.2m $2.2m 0.00% Added +913 +913
95 Jupiter Topco LLC 0.00% of their portfolio NEW YORK, NY 53,67653.7k $2.2m $2.2m 0.00% First filing
96 OLD MISSION CAPITAL LLC 0.05% of their portfolio CHICAGO, IL 52,53452.5k $2.1m $2.1m 0.05% New
97 EASTERN BANK 0.03% of their portfolio BOSTON, MA 51,95252.0k $2.1m $2.1m 0.03% Reduced -3.5k -3,480
98 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 50,93450.9k $2.1m $2.1m 0.00% Added +5.6k +5,629
99 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.01% of their portfolio IRVING, TX 50,61450.6k $2.1m $2.1m 0.01% Reduced -2.3k -2,336
100 MONOGRAPH WEALTH ADVISORS, LLC 0.17% of their portfolio MANHATTAN BEACH, CA 49,66549.7k $2.0m $2.0m 0.17% Unchanged