13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundCyclicalNet sold
CWI

SPDR MSCI ACWI EX-US

281 institutions still hold SPDR MSCI ACWI EX-US as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 78463X848·Exchange Traded Fund·281 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 2.7%
vs prior quarter
13F value held
$1.4B
74.0% inst. owned
of float
Holders
281
0 QoQ
filers reporting
Activity
+68 / −18
+983 added · −793 reduced
this quarter
Concentration
23.47%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

281 institutions reported CWI in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 23.5% of the visible book. +0 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$323M8.8M0.02%Q1 202602
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$155M4.3M0.09%Q4 202503
Merit Financial Group, LLC
CIK 0001621225
$128M3.5M0.95%Q1 202604
Mirae Asset Global Investments Co., Ltd.
CIK 0001569395
$119M3.3M0.04%Q1 202605
Avantax Planning Partners, Inc.
CIK 0001005441
$84M2.3M2.31%Q1 202606
HighTower Advisors, LLC
CIK 0001462245
$66M1.8M0.07%Q1 202607
LPL Financial LLC
CIK 0001403438
$61M1.7M0.02%Q1 202608
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$59M1.6M0.01%Q1 202609
GLOBALT Investments LLC / GA
CIK 0002011891
$54M1.5M1.93%Q1 202610
HENGEHOLD CAPITAL MANAGEMENT LLC
CIK 0001536430
$43M1.2M3.80%Q1 202611
TRUIST FINANCIAL CORP
CIK 0000092230
$37M1.0M0.05%Q1 202612
Pitcairn Wealth Advisors LLC
CIK 0002089089
$36M1.0M3.33%Q1 202613
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
CIK 0000944361
$32M880K0.47%Q1 202614
LODESTAR PRIVATE ASSET MANAGEMENT LLC
CIK 0001963040
$31M857K3.09%Q1 202615
MORGAN STANLEY
CIK 0000895421
$30M817K0.00%Q1 202616
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$27M736K0.01%Q1 202617
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
CIK 0001079935
$24M644K0.48%Q1 202618
Forvis Mazars Wealth Advisors, LLC
CIK 0001352864
$23M637K0.44%Q1 202619
Jacobi Capital Management LLC
CIK 0001689646
$23M617K1.26%Q1 202620
Private Advisor Group, LLC
CIK 0001567755
$22M596K0.10%Q1 2026
Page 1 of 15
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