ALLW institutional holders

State Street Bridgewater All Weather ETF · 164 reporting institutions · $614.4M reported value

Funds that can replace ALLW · ALLW return decomposition

Institutional holdings

Institutions reporting ALLW, largest first
InstitutionReported positionAdvisors at firmReport period
Lpl Financial LLC$107M23,4582026-06-30
Ae Wealth Management LLC$71M4712026-06-30
Bank of America Corp /de$62.7M02026-06-30
Adventist Health System Sunbelt Healthcare Corp$31.7M02026-06-30
Rockefeller Capital Management LP$24.6M3462026-06-30
Catalyst Private Wealth, LLC$16.9M52026-06-30
Pinnacle Wealth Management, LLC$13.6M02026-06-30
Marshall Financial Group, LLC$13.1M142026-06-30
Crusonia Wealth Advisors LLC$12.2M172026-06-30
Mariner, LLC$11.9M02026-06-30
National Philanthropic Trust$10.7M02026-06-30
Family Manage LLC$10.5M102026-06-30
Astoria Portfolio Advisors Llc.$9.7M122026-06-30
Flagship Harbor Advisors, LLC$9.7M602026-06-30
Commonwealth Equity Services, LLC$8.7M2,8632026-06-30
Owl Creek Wealth Partners$8.7M32026-06-30
Stratos Investment Management, LLC$8.5M72026-06-30
MML Investors Services, LLC$7.9M5,1202026-06-30
Hobbs Group Advisors LLC$7M72026-06-30
Alpha Financial Partners LLC$6.6M62026-06-30
Atria Investments, Inc$6.5M62026-06-30
Smart Wealth LLC$6.4M192026-06-30
Savvy Advisors, Inc.$6.1M2142026-06-30
Sumitomo Mitsui Financial Group, Inc.$5.7M02026-06-30
Fortis Group Advisors, LLC$5.1M252026-06-30
Osaic Holdings, Inc.$4.7M02026-06-30
Mai Capital Management$4.3M3082026-06-30
Stratos Wealth Advisors, LLC$4M712026-06-30
Private Advisor Group, LLC$3.7M9272026-06-30
Corrado Advisors, LLC$3.6M52026-06-30
Kestra Private Wealth Services, LLC$3.3M2062026-06-30
Gentrust, LLC$3.2M222026-06-30
Harbour Investments, Inc.$3M2472026-06-30
Great Valley Advisor Group, LLC$3M2052026-06-30
Catalyst Investment Management LLC$2.9M22026-06-30
Golden State Wealth Management, LLC$2.9M472026-06-30
Arrowroot Family Office, LLC$2.8M132026-06-30
Farther Finance Advisors, LLC$2.8M3342026-06-30
Envestnet Pmc$2.7M602026-06-30
Stifel Financial Corp$2.6M02026-06-30
O'Rourke & Company, Incorporated$2.5M22026-06-30
Stephens Inc /ar$2.4M2432026-06-30
Raymond James Financial Inc$2.3M02026-06-30
Kwb Wealth$2.3M102026-06-30
Patten Group, Inc.$2.2M72026-06-30
Breakwater Investment Management$2.1M32026-06-30
Global Retirement Partners LLC$2.1M4912026-06-30
Truist Financial Corp$2.1M02026-06-30
Kestra Advisory Services, LLC$1.9M1,4792026-06-30
Lake Street Private Wealth, LLC$1.9M62026-06-30
Lunt Capital Management, Inc.$1.8M32026-06-30
Weaver Consulting Group, LLC$1.8M42026-06-30
Fermata Advisors$1.8M132026-06-30
Reflection Asset Management$1.7M22026-03-31
Sheets Smith Wealth Management$1.5M102026-06-30
Oregon Pacific Wealth Management$1.5M52026-06-30
Belpointe Asset Management LLC$1.5M1702026-06-30
Worth Financial Advisory Group, LLC$1.5M72026-06-30
Wells Fargo & Company/mn$1.4M02026-06-30
Haddonfield Financial Planning LLC$1.4M32026-06-30
Wealth Enhancement Advisory Services, LLC$1.4M1,0262026-06-30
The Fiduciary Alliance$1.3M492026-06-30
Western Wealth Management, LLC$1.3M1122026-06-30
Integrated Wealth Concepts LLC$1.2M4802026-06-30
Onyx Bridge Wealth Group LLC$1.2M222026-06-30
Lifegoal Investments, LLC$1.2M62026-06-30
Brookwood Investment Group LLC$1.2M692026-06-30
Noble Wealth Partners$1.1M32026-06-30
Morgan Stanley$1.1M23,1852026-06-30
Paragon Private Wealth Management, LLC$1.1M32026-06-30
Independent Wealth Advisors LLC$998.6K42026-06-30
Wealthcare Advisory Partners LLC$988.4K1702026-06-30
Advyzon Investment Management, LLC$965.9K22026-06-30
Independent Financial Group, LLC$957.7K4812026-06-30
Steelpeak Wealth, LLC$922K422026-06-30
Fearless Solutions, LLC Dba Best Invest$873.6K02026-06-30
Jfs Wealth Advisors, LLC$871.7K332026-06-30
International Private Wealth Advisors LLC$819.7K32026-06-30
Mission Wealth Management, LP$817K1382026-06-30
Perennial Investment Advisors, LLC$811.4K492026-06-30
Oppenheimer & Co. Inc.$747.9K1,1662026-06-30
Waverly Advisors, LLC$742.8K2312026-06-30
Focus Partners Wealth$739K1,0482026-06-30
Clarity Retirement & Wealth, LLC$732.6K22026-06-30
Ethic Inc.$728.5K92026-06-30
Silverlake Wealth Management LLC$724.9K92026-06-30
Choreo, LLC$671K1482026-06-30
Providence First Trust Co$653.5K02026-06-30
Onedigital Investment Advisors LLC$650.6K3862026-06-30
Newedge Advisors$644.8K6012026-06-30
Stratos Wealth Partners, Ltd.$632.8K3862026-06-30
Bnb Wealth Management, LLC$628.2K52026-06-30
Oaktrust Wealth Advisors, LLC$600.2K22026-06-30
Mutual Advisors, LLC$597.7K1532026-06-30
Riverbend Wealth Management, LLC$566.2K42026-06-30
Trademark Financial Management, LLC$551.7K22026-06-30
Wj Wealth Management$509.3K22026-06-30
Parsons Capital Management Inc/ri$491.5K142026-06-30
Sound Income Strategies, LLC$483.2K1182026-06-30
Two Sigma Securities, LLC$482K02026-06-30
Maridea Wealth Management$450.9K382026-06-30
Summit Financial, LLC$444.6K2292026-06-30
Bluesphere Advisors LLC$442.8K42026-06-30
J.W. Cole Advisors, Inc.$437.6K4992026-06-30
Geowealth Management, LLC$427K02026-06-30
Sfg Wealth Management, Llc.$421.5K92026-06-30
Main Street Financial Solutions, LLC$417.6K412026-06-30
Harbor Investment Advisory, LLC$393.4K312026-06-30
Creekside Partners$381.6K22026-06-30
Northbridge Financial Group, LLC$376.5K92026-06-30
Primoris Wealth Advisors, LLC$371.7K62026-06-30
Beacon Pointe Advisors, LLC$354.6K4662026-06-30
W1m Asset Management Ltd$298.6K02026-06-30
Litman Gregory Wealth Management LLC$297.2K02025-12-31
Captrust Financial Advisors$286.7K9622026-06-30
TD Waterhouse Canada Inc.$283.7K02026-06-30
Wny Asset Management, LLC$277K292026-06-30
Elevatus Welath Management$267.6K52026-06-30
Regal Investment Advisors LLC$263K1172026-06-30
Falcon Wealth Planning$259.8K242026-06-30
Latitude Advisors, LLC$257.2K662026-06-30
Aqr Capital Management LLC$255.4K12026-06-30
Fort Point Capital Partners LLC$255.4K202026-06-30
Independent Advisor Alliance, LLC$251K3022026-06-30
Iht Wealth Management LLC$237.1K1592026-06-30
Fifth Third Bancorp$220K02026-06-30
Apollon Wealth Management, LLC$215.4K1512026-06-30
Allworth Financial, LP$214.6K3172026-06-30
J.safra Asset Management Corp$210.7K02026-06-30
Equitable Holdings, Inc.$210.1K02026-06-30
Triumph Capital Management$207.3K142026-06-30
Auctus Advisors LLC$204.2K22026-06-30
Ashton Thomas Private Wealth, LLC$202.9K962026-06-30
Rps Advisory Solutions LLC$200.2K42026-06-30
Aspect Partners, LLC$199.6K52026-06-30
Ifg Advisory, LLC$123.7K1102026-06-30
Salomon & Ludwin, LLC$99.1K62026-06-30
Comerica Bank$96.6K02025-12-31
Washington Trust Advisors$87.8K142026-06-30
Private Trust Co NA$84.3K02026-06-30
Royal Bank of Canada$82K02026-06-30
Steward Partners Investment Advisory, LLC$56.3K4812026-06-30
Ifp Advisors, Inc$50.4K3182026-06-30
Clearstead; Clearstead Advisory Solutions$49.6K642026-06-30
Northwestern Mutual Wealth Management Co$47.9K02026-06-30
Simplex Trading, LLC$43.2K02026-06-30
UBS Group AG$30.8K02026-06-30
Tidemark, LLC$27.9K82026-06-30
PNC Financial Services Group, Inc.$22K02026-06-30
Signaturefd, LLC$21.2K492026-06-30
Strategic Wealth Partners, Ltd.$18.8K02026-06-30
Smartleaf Asset Management LLC$17.3K92026-06-30
Mcf Advisors LLC$16.8K332026-06-30
Nvwm, LLC$14.6K92026-06-30
Tradewinds Capital Management, LLC$4.5K72026-06-30
Cambridge Investment Research Advisors, Inc.$4.4K3,9402026-03-31
Belvedere Trading LLC$4.3K02026-06-30
1620 Investment Advisors, Inc.$3.2K42026-06-30
Wedbush Securities Inc$2.2K2202026-06-30
Forum Finance Group S.A.$2.2K12026-06-30
Harbor Asset Planning, Inc.$2.1K22026-06-30
Janney Montgomery Scott LLC$1.1K1,3422026-06-30
Jpmorgan Chase & Co$58602026-06-30
Capital Advisors, Ltd., LLC$25112026-06-30

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: 2025-12-31 to 2026-06-30