CWI institutional holders

State Street SPDR MSCI ACWI ex-US ETF · 289 reporting institutions · $2.2B reported value

Funds that can replace CWI · CWI return decomposition

Institutional holdings

Institutions reporting CWI, largest first
InstitutionReported positionAdvisors at firmReport period
Bank of America Corp /de$381.3M02026-06-30
PNC Financial Services Group, Inc.$191.1M02026-06-30
Merit Financial Group, LLC$152.6M2952026-06-30
Mirae Asset Global Investments Co., Ltd.$131.3M02026-06-30
Avantax Planning Partners, Inc.$92.4M102026-06-30
Hightower Advisors, LLC$75.4M1,0462026-06-30
Lpl Financial LLC$67.9M23,4582026-06-30
Globalt Investments LLC / Ga$59M122026-06-30
Hcm Wealth Advisors$49.4M92026-06-30
Truist Financial Corp$41.8M02026-06-30
Pitcairn Wealth Advisors LLC$40.2M402026-06-30
Morgan Stanley$38.5M23,1852026-06-30
Lodestar Private Asset Management LLC$36.4M52026-06-30
Cliftonlarsonallen Wealth Advisors, LLC$35M992026-06-30
Envestnet Pmc$32.6M602026-06-30
Ameriprise Financial Inc$28.2M02026-06-30
Seia$26.1M1412026-06-30
Jacobi Capital Management LLC$25.6M322026-06-30
Forvis Mazars Wealth Advisors, LLC$25.5M832026-06-30
Private Advisor Group, LLC$25.1M9272026-06-30
Captrust Financial Advisors$24.5M9622026-06-30
Gerber Kawasaki Wealth & Investment Management$18.1M392026-06-30
Focus Partners Advisor Solutions, LLC$18.1M422026-06-30
Stonebrook Private Inc.$17.8M32026-06-30
Wilmington Savings Fund Society, Fsb$17.1M02026-06-30
Cobblestone Capital Advisors LLC /NY$15.9M02025-09-30
Newedge Advisors$15M6012026-06-30
Sequoia Financial Group, LLC$14.5M2582026-06-30
Huntington National Bank$14.1M02026-06-30
Pathstone Holdings, LLC$14.1M02026-06-30
Atlas Private Wealth Advisors$14M192026-06-30
Waverly Advisors, LLC$12.8M2312026-06-30
Mill Creek Capital Advisors, LLC$12.7M02026-03-31
Baird Financial Group, Inc.$12.5M02026-06-30
Arcadia Investment Advisors LLC$12.5M32026-06-30
Wells Fargo & Company/mn$12.1M02026-06-30
Iag Wealth Partners, LLC$11.5M172026-06-30
Bank of Montreal /can$11.4M02026-06-30
Wealth Enhancement Advisory Services, LLC$11.3M1,0262026-06-30
UBS Group AG$11.3M02026-06-30
Whittier Trust Co$11M02026-06-30
Friday Financial$10.7M312026-06-30
Osaic Holdings, Inc.$10.4M02026-06-30
Kingsview Wealth Management, LLC$9.9M1152026-06-30
Portus Wealth Advisors, LLC$9M32026-06-30
Commonwealth Equity Services, LLC$9M2,8632026-06-30
Savant Wealth Management$8.9M4052026-06-30
Nicolet Bankshares Inc$8.6M02026-06-30
Nisa Investment Advisors, LLC$8.1M822026-06-30
Jpmorgan Chase & Co$7.7M02026-06-30
Raymond James Financial Inc$7.6M02026-06-30
Courage Miller Partners, LLC$7.6M32026-06-30
Tobias Financial Advisors, Inc.$7.5M82026-06-30
Brady Martz Wealth Solutions, LLC$7.2M82026-06-30
Corevision Financial Group$7M102026-06-30
Mariner, LLC$7M02026-06-30
Clearstead; Clearstead Advisory Solutions$6.5M642026-06-30
Opal Wealth Advisors, LLC$6.2M102026-06-30
Valmark Advisers, Inc.$6M2952026-06-30
Sterling Group Wealth Management, LLC$5.8M42026-06-30
Walkner Condon Financial Advisors LLC$5.7M152026-06-30
Equitable Holdings, Inc.$5.6M02026-06-30
TD Private Client Wealth LLC$5.6M5352026-06-30
Cwc Advisors, Llc.$5.5M52026-06-30
Montecito Bank & Trust$5.3M02026-06-30
Midwest Trust Co$5.3M02026-06-30
Mutual Advisors, LLC$5.2M1532026-06-30
Focus Partners Wealth$5.1M1,0482026-06-30
Capital Investment Advisors, LLC$4.5M592026-06-30
Novem Group$4.5M322026-06-30
Tiemann Investment Advisors, LLC$4.4M12026-06-30
Kestra Advisory Services, LLC$4.1M1,4792026-06-30
Chesley Taft & Associates LLC$4M62026-06-30
Jane Street Group, LLC$3.8M02026-06-30
Btc Capital Management, Inc.$3.7M02026-06-30
Pinnacle Financial Partners, Inc.$3.6M02026-06-30
Focus Financial$3.5M1212026-06-30
Aqr Capital Management LLC$3.4M12026-06-30
Cetera Investment Advisers$3.4M10,3702026-06-30
Cerity Partners Retirement Plan Consultants$3.4M892026-06-30
Freestone Capital Holdings, LLC$3.3M662026-06-30
Cerity Partners LLC$3.1M7772026-06-30
First American Trust, Fsb$3.1M02026-06-30
Steward Partners Investment Advisory, LLC$3.1M4812026-06-30
Rockefeller Capital Management LP$3M3462026-06-30
Synovus Financial Corp$3M02025-09-30
Meridian Investment Counsel Inc.$2.9M32026-06-30
Goldman Sachs Group Inc$2.8M02026-06-30
Ironsides Asset Advisors, LLC$2.8M32026-06-30
Beacon Pointe Advisors, LLC$2.8M4662026-06-30
Nicolet Wealth Management$2.8M462025-12-31
Meitav Investment House Ltd$2.6M02026-06-30
Edelman Financial Engines$2.4M7222026-06-30
Hhm Wealth Advisors, LLC$2.3M122026-06-30
Sei Investments Co$2.2M02026-06-30
Jupiter Topco LLC$2.2M02026-06-30
Old Mission Capital LLC$2.1M02026-06-30
Eastern Bank$2.1M02026-06-30
Stifel Financial Corp$2.1M02026-06-30
United Capital Financial Advisors, LLC$2.1M1662026-06-30
Monograph Wealth Advisors, LLC$2M102026-06-30
Northwestern Mutual Wealth Management Co$2M02026-06-30
Belpointe Asset Management LLC$1.8M1702026-06-30
Creative Planning$1.8M1,1712026-06-30
Bailard, Inc.$1.7M402026-06-30
Royal Bank of Canada$1.6M02026-06-30
Tradition Wealth Management, LLC$1.5M232026-06-30
Lido Advisors, LLC$1.5M3202026-06-30
Lfa$1.5M72026-06-30
Farther Finance Advisors, LLC$1.3M3342026-06-30
Newman Dignan & Sheerar, Inc.$1.2M62026-06-30
Bragg Financial Advisors Inc$1.2M152026-06-30
Financial Consulate, Inc$1.2M132026-06-30
MML Investors Services, LLC$1.2M5,1202026-06-30
Hbk Sorce Advisory LLC$1.2M732026-06-30
Fulton Bank, N.A.$1.1M02026-06-30
Financially In Tune, LLC$1.1M02026-03-31
Masso Torrence Wealth Management Inc.$1.1M02025-09-30
Sage Financial Group Inc$1.1M202026-06-30
Apollon Wealth Management, LLC$1.1M1512026-06-30
Lokken Investment Group LLC$1.1M02025-09-30
US Bancorp$1M02026-06-30
Global Retirement Partners LLC$1M4912026-06-30
Retirement Income Solutions, Inc$971.9K162026-06-30
Stonehage Fleming Financial Services Holdings Ltd$967.5K02026-06-30
Bbr Partners, LLC$949.3K602026-06-30
Rare Wolf Capital LLC$866.2K12026-06-30
Midwest Capital Advisors, LLC$842.2K82026-06-30
Kagan Cocozza Asset Management$818.5K22026-06-30
Baker Tilly Wealth Management, LLC$785.2K262026-06-30
Capital Group Private Client Services, Inc.$766.5K1062026-06-30
Wela Strategies, Inc.$751.7K02025-09-30
TIAA-CREF Individual & Institutional Services, LLC$739K1,7212026-06-30
Western Wealth Management, LLC$728.6K1122026-06-30
Nuveen, LLC$718.4K02026-06-30
Bokf, NA$713.9K02026-06-30
Iowa State Bank$705.5K02026-06-30
Simplicity Wealth, LLC$684.5K02026-06-30
Ethic Inc.$659.4K92026-06-30
Johnson Investment Counsel Inc$649.3K652026-06-30
Wfa of San Diego, LLC$643.7K22026-06-30
Fmr LLC$643.3K02026-06-30
Kure Advisory, LLC$641K62026-06-30
Clarity Capital Advisors, LLC$625.8K22026-06-30
Smi Advisory Services, LLC$600.7K72026-06-30
Towneley Capital Management, Inc / de$590.3K72026-06-30
First Commonwealth Financial Corp /PA$584.8K02026-06-30
Private Trust Co NA$566.3K02026-06-30
Fortis Capital Advisors, LLC$565.1K712026-06-30
Vestgen Advisors, LLC$563.2K582026-06-30
Blair William & Co/il$560K3292026-06-30
Bank of New York Mellon Corp$555.3K02026-06-30
Vestia Personal Wealth Advisors$552.3K222026-06-30
Cornerstone Wealth Management, LLC$549.4K02026-06-30
Springvest Wealth Management LLC$544.3K42026-06-30
Corient Private Wealth LP$540.5K6742026-06-30
Integrated Wealth Concepts LLC$527.8K4802026-06-30
Klingenstein Fields & Co LP$512.3K42026-06-30
Flagship Harbor Advisors, LLC$508.8K602026-06-30
Bleakley Financial Group, LLC$493.6K1242026-06-30
Radnor Capital Management, LLC$488K52026-06-30
Security National Bank of So Dak$474.8K02026-03-31
Mai Capital Management$464.7K3082026-06-30
Wealthcare Capital Management LLC$462.9K322026-06-30
Brooklyn Investment Group$459.6K02026-03-31
Moneco Advisors, LLC$439.4K502026-06-30
Gladstone Institutional Advisory LLC$430.4K1082026-06-30
Highview Capital Management Llc/de$428.7K42026-06-30
Wealth Alliance Advisory Group, LLC$422K62026-06-30
Stegner Investment Associates Inc.$413.9K02026-06-30
Greybox Investments$412.7K32026-06-30
Ashton Thomas Private Wealth, LLC$411.5K962026-06-30
Fsm Wealth Advisors, LLC$407.9K162026-06-30
Lantern Wealth Advisors, LLC$404.7K262026-06-30
Key Financial, Inc.$399.2K82026-06-30
M&T Bank Corp$392.8K02026-06-30
Strategic Financial Concepts, LLC$391.7K402026-06-30
Avestar Capital, LLC$380.8K132026-06-30
Krilogy$375.8K642026-06-30
Choreo, LLC$374K1482026-06-30
Ars Investment Partners, LLC$348.9K52026-06-30
Cresset Asset Management, LLC$348.2K2122026-06-30
Todd Asset Management LLC$345K42026-06-30
Pfg Investments, LLC$340.4K02026-06-30
Ae Wealth Management LLC$339.6K4712026-06-30
Sentry LLC$335.5K32026-06-30
Glassman Wealth Services$319.5K142026-06-30
Cwm, LLC$318K6672026-03-31
Renaissance Group LLC$311.7K62026-06-30
Bip Wealth, LLC$300.2K622026-06-30
Center for Asset Management, LLC$288.6K22026-06-30
Sage Mountain Advisors LLC$287.4K212026-06-30
Goelzer Investment Management, Inc.$286.5K232026-06-30
Cooke Wealth Management, LLC$285K22026-06-30
Ep Wealth Advisors, LLC$284.2K3382026-06-30
Pinion Wealth Management, LLC$283.8K82026-06-30
Goalvest Advisory LLC$283.8K62026-06-30
Geneos Wealth Management, Inc.$279.1K1932026-06-30
Laird Norton Wetherby Wealth Management, LLC$278.6K612025-09-30
Old National Bancorp /in$277K02026-06-30
Matrix Private Capital Group LLC$276.6K32026-06-30
Penney Financial, LLC$266K42026-06-30
Rvw Wealth, LLC$261.3K82026-06-30
Smith & Howard Wealth Management, LLC$260.7K62026-06-30
Wealthgarden F.S. LLC$259.8K52026-06-30
Sharkey, Howes & Javer$257.2K92026-06-30
Openarc Corporate Advisory, LLC$255.6K1232026-06-30
Deutsche Bank AG$250.1K02026-06-30
First National Trust Co$240.7K02026-06-30
Chapman Financial Group, LLC$234.9K02026-06-30
Glenmede Trust Co NA$232.4K62026-06-30
Dakota Wealth Management$230.2K02026-06-30
Redwood Financial Network Corp$230.1K82026-06-30
Vise Technologies, Inc.$226.1K02026-06-30
Rfg - Bristol Wealth Advisors, LLC$222.6K52026-06-30
Brighton Jones LLC$220.6K1592026-06-30
Regions Financial Corp$220.2K02026-06-30
Rockland Trust Co$219.5K02026-06-30
Grey Ledge Advisors, LLC$213.3K82026-06-30
National Philanthropic Trust$213.2K02026-06-30
Atlantic Union Bankshares Corp$212.5K02026-06-30
Northwest Bancshares, Inc.$210.1K02026-06-30
Drucker Wealth 3.0, LLC$208.9K52026-06-30
True Link Financial Advisors$207.9K62026-06-30
Washington Trust Co$204.4K02026-06-30
Jfs Wealth Advisors, LLC$203.6K332026-06-30
First Pacific Financial, Inc.$178.8K192026-06-30
10elms LLP$170.8K42026-06-30
CIBC Private Wealth Group LLC$160.1K02025-12-31
Whittier Trust Co of Nevada Inc$139.5K02026-06-30
Private Wealth Management Group, LLC$130.1K72026-06-30
Napier Financial$125.2K92026-06-30
Corecap Advisors, LLC$118.1K1182026-06-30
Basepoint Wealth LLC$103.1K132026-06-30
Blackrock, Inc.$101.9K02026-06-30
Lowe Wealth Advisors, LLC$100K02025-09-30
Sym Financial Corp$88.5K332026-06-30
Lavaca Capital, LLC$79.1K42026-06-30
Rialto Wealth Management, LLC$60.3K82026-06-30
Chilton Capital Management LLC$56.8K152026-06-30
First Community Trust NA$53.4K02026-06-30
Newton One Investments LLC$52.7K32026-06-30
Main Street Group, Ltd$52.2K92026-06-30
TD Waterhouse Canada Inc.$51.7K02026-06-30
Cassaday & Co Wealth Management LLC$48.4K472026-06-30
Tradewinds Capital Management, LLC$42.5K72026-06-30
Ameritas Advisory Services, LLC$42.3K5502026-06-30
Comerica Bank$40.2K02025-12-31
Synergy Investment Management, LLC$39.2K192026-06-30
Vanguard Advisers Inc$37.2K2,4692026-06-30

The 250 largest of 289 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