ACWI institutional holders

iShares MSCI ACWI ETF · 879 reporting institutions · $14.4B reported value

Funds that can replace ACWI · ACWI return decomposition

Institutional holdings

Institutions reporting ACWI, largest first
InstitutionReported positionAdvisors at firmReport period
Morgan Stanley$1.8B23,1852026-06-30
Bnp Paribas Financial Markets$776.3M02026-06-30
Bank of America Corp /de$350.3M02026-06-30
Schroder Investment Management Group$318.9M02026-06-30
Wells Fargo & Company/mn$299.6M02026-06-30
Sageworth Trust Co$270.9M02026-06-30
Northern Trust Corp$250.6M02026-06-30
Rector, Church-Wardens & Vestrymen of Trinity Church In the City of New-York$249.6M02026-06-30
National Bank of Canada /fi$248.2M02026-06-30
Phoenix Financial Ltd.$237.4M02026-06-30
P/e Global LLC$218.4M02026-06-30
PNC Financial Services Group, Inc.$217.8M02026-06-30
Jpmorgan Chase & Co$215.6M02026-06-30
Prudential PLC$214.3M02026-06-30
Iconiq Capital, LLC$213M792026-06-30
Granger Management LLC$207.5M02026-06-30
Mass General Brigham, Inc$197.7M02026-06-30
UBS Group AG$185M02026-06-30
Sequoia Financial Group, LLC$180M2582026-06-30
Goldman Sachs Group Inc$177M02026-06-30
Bogart Wealth, LLC$164.8M242026-06-30
Common Fund for Nonprofit Organizations$162.9M02026-06-30
Dimension Capital Management LLC$158.6M02026-06-30
Bank of Montreal /can$150.4M02026-06-30
Allianz Asset Management GMBH$144.7M02026-06-30
Hf Capital, LLC$136.3M02026-06-30
Mai Capital Management$126.7M3082026-06-30
Capital Advisors Inc/ok$125.3M02026-06-30
Ieq Capital, LLC$124.8M1972026-06-30
Brown Advisory Inc$124.2M02026-06-30
Pathstone Holdings, LLC$115.1M02026-06-30
Corient Private Wealth LP$107.9M6742026-06-30
Banco Bilbao Vizcaya Argentaria, S.A.$105.4M02026-06-30
HSBC Holdings PLC$103.3M02026-06-30
Copos Capital B.V.$102.8M02026-06-30
Mirae Asset Global Investments Co., Ltd.$102.6M02026-06-30
Blackrock, Inc.$98.3M02026-06-30
Alliancebernstein LP$98.2M5172026-06-30
Two Creeks Capital Management, LP$91.6M02026-06-30
Verger Capital Management LLC$88.1M02026-06-30
Lowe Brockenbrough & Co Inc$85.1M152026-06-30
Oversea-Chinese Banking Corp Ltd$83.3M02026-06-30
Federation Des Caisses Desjardins Du Quebec$82.6M02026-06-30
Allianz Se$80.9M02026-06-30
Bank of Nova Scotia$79.8M02026-06-30
Nomura Asset Management Co Ltd$79.3M02026-06-30
Bernicke Wealth Management$76.1M122026-06-30
Royal Bank of Canada$72.7M02026-06-30
Brown Brothers Harriman Mutual Fund Advisory Department$71.9M02026-06-30
Wcm Investment Management, LLC$68.4M72026-06-30
Assetmark, Inc$67.9M2202026-06-30
Nearwater Capital Markets, Ltd$67.8M02026-06-30
Hightower Advisors, LLC$67M1,0462026-06-30
Capital International Investors$66.6M02026-06-30
Blue Trust, Inc.$66.2M02026-06-30
Cresset Asset Management, LLC$64.3M2122026-06-30
Three Bridge Wealth Advisors, LLC$64M22026-06-30
Envestnet Pmc$63M602026-06-30
Lpl Financial LLC$62.1M23,4582026-06-30
Birnam Oak Advisors, LP$60.4M02026-06-30
Naviter Wealth, LLC$60.4M162026-06-30
Mill Creek Capital Advisors, LLC$56.8M02026-03-31
Gotham Asset Management, LLC$54.8M52026-06-30
Raymond James Financial Inc$54.7M02026-06-30
Ameriprise Financial Inc$54.1M02026-06-30
Bank of New York Mellon Corp$53.3M02026-06-30
Focus Partners Wealth$52.6M1,0482026-06-30
Banco Santander, S.A.$52M02026-06-30
1832 Asset Management LP$46.5M02026-06-30
Brandywine Managers, LLC$46.1M02026-06-30
Wealth Enhancement Advisory Services, LLC$43.8M1,0262026-06-30
Drake & Associates, LLC$43.4M172026-06-30
Cerity Partners LLC$43.4M7772026-06-30
Horizon Wealth Management$42.9M62026-06-30
Citigroup Inc$42.6M02026-06-30
Kb Prvo Drustvo Za Upravuvanje So Zadolzitelni I Dobrovolni Penziski Fondovi Ad Skopje$42.5M02026-06-30
Truist Financial Corp$40.4M02026-06-30
Beacon Investment Advisory Services, Inc.$40.4M312026-06-30
Rockefeller Capital Management LP$38.8M3462026-06-30
Jasper Ridge Partners, LP$38.6M02026-06-30
Partners Capital Investment Group, LLP$37.9M12026-06-30
Pathway Financial Advisors LLC$37.6M62026-06-30
Neuberger Berman Group LLC$36.7M02026-06-30
Erste Asset Management GMBH$35.1M02026-06-30
Purpose Unlimited Inc.$35M02026-06-30
Cambridge Associates LLC /ma/ /adv$34.9M02026-06-30
Lido Advisors, LLC$34.2M3202026-06-30
Capitolis Liquid Global Markets LLC$33.2M02026-06-30
Pinnacle Financial Partners, Inc.$31.9M02026-06-30
Circle Wealth Management, LLC$31.4M112026-06-30
Waldron Private Wealth$31.3M422026-06-30
Oxford Financial Group, Ltd. LLC$30.6M502026-06-30
Privium Fund Management (uk) Ltd$30.2M02026-06-30
Avestar Capital, LLC$29.8M132026-06-30
Liberty Mutual Group Asset Management Inc.$29.5M02026-06-30
Allen Investment Management, LLC$28.8M62026-06-30
Mercer Global Advisors Inc /adv$28.7M02026-06-30
Johns Hopkins University$28.4M02026-06-30
Osaic Holdings, Inc.$28.1M02026-06-30
Gfs Advisors, LLC$27.5M102025-12-31
Clearstead; Clearstead Advisory Solutions$26.5M642026-06-30
Jefferies Financial Group Inc.$26.5M02026-06-30
Northwestern Mutual Wealth Management Co$25.8M02026-06-30
Meitav Investment House Ltd$25.6M02026-06-30
Quantinno Capital Management LP$25.4M02026-06-30
Bricktown Capital, LLC$25.4M112026-06-30
Sepio Capital, LP$24.6M192026-06-30
Equitable Trust Co$23.4M02026-06-30
Bip Wealth, LLC$23.3M622026-06-30
Hackensack Meridian Health, Inc.$23.2M02026-06-30
Cwm, LLC$21.5M6672026-03-31
Union Bancaire Privee, Ubp SA$21.2M02026-06-30
Topor & Co. Korea$20.4M02026-06-30
Gryphon Financial Partners LLC$19.3M162026-06-30
Lazard Asset Management LLC$19M322026-06-30
Ashford Advisors, LLC$19M22026-06-30
Polen Capital Management LLC$18.9M72026-06-30
Brandes Investment Partners, LP$18.9M232026-06-30
Portus Wealth Advisors, LLC$18.8M32026-06-30
Captrust Financial Advisors$18M9622026-06-30
Channel Wealth, LLC$18M92026-06-30
Cetera Investment Advisers$17.9M10,3702026-06-30
Bbr Partners, LLC$17.6M602026-06-30
United Capital Financial Advisors, LLC$17.2M1662026-06-30
Pinebridge Investments LLC$17.1M02026-06-30
Glenmede Trust Co NA$16.9M62026-06-30
Ifc Advisors LLC$16.4M92026-06-30
Plan Group Financial, LLC$16.1M182026-06-30
Wilkinson Global Asset Management LLC$15.1M02026-06-30
Alti Global, Inc.$14.9M02026-06-30
Svb Wealth LLC$14.6M802026-06-30
Wind River Trust Co$14.5M02026-06-30
CIBC World Markets Corp$14.1M02025-12-31
Fifth Third Bancorp$14.1M02026-06-30
Pinebridge Investments, LP$14M02025-09-30
Centennial Bank/ar$14M02026-06-30
Dorsey & Whitney Trust Co LLC$13.8M02026-06-30
North Berkeley Wealth Management, LLC$13.6M122026-06-30
Commonwealth Equity Services, LLC$13.5M2,8632026-06-30
Aqr Capital Management LLC$13.5M12026-06-30
Amplius Wealth Advisors$13.5M112026-06-30
Hb Wealth Management, LLC$13.4M1692026-06-30
Stifel Financial Corp$13.3M02026-06-30
Nyl Investors LLC$13.2M02026-06-30
Qube Research & Technologies Ltd$13.2M02026-06-30
Annis Gardner Whiting Capital Advisors, LLC$13M142026-06-30
Catalyst Financial Partners LLC$12.9M112026-06-30
Dt Investment Partners, LLC$12.8M82026-06-30
Waverly Advisors, LLC$12.5M2312026-06-30
Comerica Bank$12.5M02025-12-31
Sumitomo Mitsui Ds Asset Management Company, Ltd$12.4M02026-06-30
Unique Wealth, LLC$12.3M142026-06-30
Mariner, LLC$11.5M02026-06-30
Harding Loevner LP$11.2M02026-06-30
Charter Oak Capital Management, LLC$11.1M02026-03-31
Fmr LLC$10.8M02026-06-30
Whi Trust Co LLC$10.8M02026-06-30
Efg International AG$10.7M02026-06-30
Nlb Skladi, Upravljanje Premozenja, D.o.o.$10.6M02026-06-30
Private Advisor Group, LLC$10.4M9272026-06-30
Cooper Investors Pty Ltd$10.4M02026-06-30
Able Wealth Management LLC$10.4M52026-06-30
Newedge Advisors$10.3M6012026-06-30
Jane Street Group, LLC$9.9M02026-06-30
Oneascent Financial Services LLC$9.9M852026-06-30
Mgo One Seven LLC$9.8M1182026-06-30
Citadel Advisors LLC$9.7M02026-06-30
Brandywine Trust Co$9.7M02026-06-30
Mullaney, Keating & Wright, Inc.$9.7M32026-06-30
Creative Planning$9.5M1,1712026-06-30
TD Capital Management LLC$9.4M82026-06-30
Parallel Advisors, LLC$9.3M752026-06-30
Financial Enhancement Group LLC$9.3M272026-06-30
Larch Capital Partners LLC$9.2M102026-06-30
Altrafin AG$9M02026-06-30
Sbi Securities Co., Ltd.$8.9M02026-06-30
Hilltop Partners LLC$8.8M82026-06-30
Cahaba Wealth Management, Inc.$8.7M172026-06-30
Permanent Capital Management, LP$8.6M12026-06-30
Y.D. More Investments Ltd$8.4M02026-06-30
Rothschild Capital Partners, LLC$8.2M52026-06-30
Stratos Wealth Partners, Ltd.$7.9M3862026-06-30
Leavell Investment Management, Inc.$7.7M252026-06-30
Atria Investments, Inc$7.7M62026-06-30
Sava Infond D.o.o.$7.4M02026-06-30
Capital World Investors$7.4M02026-06-30
Lexaurum Advisors, LLC$7.4M352026-06-30
Wellington Management Group LLP$7.3M02026-06-30
Efg Asset Management (americas) Corp.$7.3M462025-09-30
Keel Point, LLC$7.2M492026-06-30
Verum Partners LLC$7.1M162026-06-30
Fft Wealth Management LLC$7M02026-06-30
Frank, Rimerman Advisors LLC$6.9M32026-06-30
Ausdal Financial Partners, Inc.$6.9M1892026-06-30
Vpr Management LLC$6.9M02026-06-30
Wescott Financial Advisory Group, LLC$6.8M232026-06-30
Ameritas Advisory Services, LLC$6.7M5502026-06-30
Pinnacle Associates, Ltd.$6.7M332026-06-30
Peak Financial Management, Inc.$6.6M72026-06-30
Advisory Services Network$6.6M2532026-06-30
Moneda S.A. Administradora General de Fondos$6.6M02026-06-30
Ov Management LLC$6.5M02026-06-30
Pinnacle Wealth Management Advisory Group, LLC$6.5M102026-06-30
Lee Financial Co$6.5M312026-06-30
Zurich Insurance Group Ltd/fi$6.4M02026-06-30
Atwater Malick$6.2M32026-06-30
Diversified Trust Co$6.2M02026-06-30
Ballentine Partners, LLC$6.2M902026-06-30
Bluespring Wealth Management, LLC$6.2M502026-06-30
Stonehage Fleming Financial Services Holdings Ltd$6.1M02026-06-30
Keybank National Association/oh$5.9M02026-06-30
Onyx Bridge Wealth Group LLC$5.9M222026-06-30
Victory Capital Management Inc.$5.9M1062026-06-30
Ep Wealth Advisors, LLC$5.9M3382026-06-30
Procyon$5.8M532026-06-30
Scs Capital Management LLC$5.8M802026-06-30
Alphacore Capital LLC$5.7M692026-06-30
Etf Architect$5.7M62026-06-30
Advisor Os, LLC$5.6M22026-06-30
Retirement Income Solutions, Inc$5.6M162026-06-30
Jennison Associates LLC$5.6M02026-06-30
Sand Hill Global Advisors, LLC$5.5M202026-06-30
Financial Council, LLC$5.4M72026-06-30
Centerstone Investors, LLC$5.2M02025-12-31
Equitable Holdings, Inc.$5.2M02026-06-30
Intergy Private Wealth, LLC$5.2M52026-06-30
Capital Group Private Client Services, Inc.$5.1M1062026-06-30
Pennington Partners & Co., LLC$5.1M112026-06-30
Migdal Insurance & Financial Holdings Ltd.$5.1M02026-06-30
Callan Family Office, LLC$5.1M02026-06-30
Madrona Financial Services, LLC$5.1M102026-06-30
Barclays PLC$5.1M02026-06-30
Maytech Global Investments, LLC$5M52026-06-30
Sageworth Trust Co of South Dakota$4.9M02026-06-30
Clarius Group, LLC$4.9M02025-12-31
Sb Capital Management Inc$4.9M02025-12-31
Bsw Wealth Partners$4.9M02026-06-30
Captrust Wealth Advisors$4.9M202026-06-30
Chevy Chase Trust Holdings, LLC$4.8M02026-06-30
Beirne.$4.8M42026-06-30
Franklin Resources Inc$4.8M02026-06-30
National Philanthropic Trust$4.8M02026-06-30
Highpoint Advisor Group LLC$4.6M1142026-06-30
Insigneo Advisory Services, LLC$4.5M2252026-06-30
Steelpeak Wealth, LLC$4.5M422026-06-30
Golden State Wealth Management, LLC$4.5M472026-06-30
Calton & Associates, Inc.$4.4M1402026-06-30
Rathbones Group PLC$4.3M02026-06-30
Wealthfront Advisers LLC$4.3M402026-06-30
Lgt Group Foundation$4.3M02026-06-30

The 250 largest of 879 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30