DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
CWB

SS SPDR BB CONV SEC ETF

601 institutions still hold SS SPDR BB CONV SEC ETF as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 78464A359·Exchange Traded Fund·601 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$2.3B
visible holders
Holders
601
filers reporting
Concentration
12.38%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q2 2026

601 institutions reported CWB in Q2 2026. BANK OF AMERICA CORP /DE/ leads at 12.4% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$279M2.6M0.02%Q2 2026
02
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$216M2.0M0.05%Q2 2026
03
Howard Capital Management Inc.
CIK 0001733173
$215M2.0M2.56%Q2 2026
04
LPL Financial LLC
CIK 0001403438
$176M1.6M0.04%Q2 2026
05
WELLS FARGO & COMPANY/MN
CIK 0000072971
$164M1.5M0.03%Q2 2026
06
MORGAN STANLEY
CIK 0000895421
$161M1.5M0.01%Q2 2026
07
Cetera Investment Advisers
CIK 0001666741
$137M1.3M0.13%Q2 2026
08
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$133M1.2M0.07%Q2 2026
09
BESSEMER GROUP INC
CIK 0001054074
$111M1.2M0.17%Q1 2026
10
AMERIPRISE FINANCIAL INC
CIK 0000820027
$88M813K0.02%Q2 2026
11
ASSETMARK, INC
CIK 0001344551
$80M743K0.14%Q2 2026
12
Orion Portfolio Solutions, LLC
CIK 0001802647
$75M971K0.37%Q1 2025
13
DEUTSCHE BANK AG\
CIK 0000948046
$74M684K0.02%Q2 2026
14
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$66M735K0.04%Q4 2025
15
Goodman Advisory Group, LLC
CIK 0001864123
$57M526K13.04%Q2 2026
16
UBS Group AG
CIK 0001610520
$53M490K0.01%Q2 2026
17
BANK OF MONTREAL /CAN/
CIK 0000927971
$46M423K0.01%Q2 2026
18
ROYAL BANK OF CANADA
CIK 0001000275
$42M390K0.01%Q2 2026
19
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$42M455K0.01%Q1 2026
20
NEW YORK LIFE INVESTMENT MANAGEMENT LLC
CIK 0001133639
$39M366K0.28%Q2 2026
Page 1 of 31
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Insiders at SS SPDR BB CONV SEC ETF
Singleton William WSingleton Caroline W