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Institutions Holding CWI (266 holders)

266 institutions currently hold CWI, ranked below by position value.

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Key HoldersTotal ValueAvg Weight
BANK OF AMERICA CORP /DE/$323.3M0.02%
PNC FINANCIAL SERVICES GROUP, INC.$167.6M0.10%
Merit Financial Group, LLC$127.6M0.95%
Mirae Asset Global Investments Co., Ltd.$119.3M0.04%
Avantax Planning Partners, Inc.$84.2M2.31%
HighTower Advisors, LLC$65.7M0.07%
LPL Financial LLC$61.3M0.02%
JANE STREET GROUP, LLC$58.5M0.01%
GLOBALT Investments LLC / GA$54.0M1.93%
HENGEHOLD CAPITAL MANAGEMENT LLC$43.5M3.80%
TRUIST FINANCIAL CORP$37.4M0.05%
Pitcairn Wealth Advisors LLC$36.2M3.33%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$32.2M0.47%
LODESTAR PRIVATE ASSET MANAGEMENT LLC$31.4M3.09%
MORGAN STANLEY$29.9M0.00%
ENVESTNET ASSET MANAGEMENT INC$26.9M0.01%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$23.6M0.48%
Forvis Mazars Wealth Advisors, LLC$23.3M0.44%
Jacobi Capital Management LLC$22.6M1.26%
Private Advisor Group, LLC$21.8M0.10%
CAPTRUST FINANCIAL ADVISORS$20.9M0.04%
Gerber Kawasaki Wealth & Investment Management$16.4M0.52%
Focus Partners Advisor Solutions, LLC$16.2M0.16%
Clal Insurance Enterprises Holdings Ltd$16.1M0.10%
Wilmington Savings Fund Society, FSB$15.6M0.37%
Sequoia Financial Advisors, LLC$13.4M0.07%
HUNTINGTON NATIONAL BANK$13.0M0.07%
Mill Creek Capital Advisors, LLC$12.7M0.26%
HANTZ FINANCIAL SERVICES, INC.$12.0M0.18%
Atlas Private Wealth Advisors$11.7M2.77%
Baird Financial Group, Inc.$11.6M0.02%
ARCADIA INVESTMENT ADVISORS LLC$11.4M5.37%
Stonebrook Private Inc.$11.3M2.41%
Waverly Advisors, LLC$11.3M0.08%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$10.8M0.02%
WELLS FARGO & COMPANY/MN$10.5M0.00%
UBS Group AG$10.4M0.00%
IAG Wealth Partners, LLC$10.2M1.14%
Portus Wealth Advisors, LLC$10.2M9.64%
WHITTIER TRUST CO$10.2M0.12%
BANK OF MONTREAL /CAN/$10.0M0.00%
Friday Financial$9.6M3.31%
Equitable Holdings, Inc.$9.5M0.06%
OSAIC HOLDINGS, INC.$8.9M0.01%
AMERIPRISE FINANCIAL INC$8.1M0.00%
Kingsview Wealth Management, LLC$7.6M0.10%
NISA INVESTMENT ADVISORS, LLC$7.3M0.03%
COMMONWEALTH EQUITY SERVICES, LLC$7.3M0.01%
NICOLET BANKSHARES INC$7.1M0.26%
RAYMOND JAMES FINANCIAL INC$7.1M0.00%
JPMORGAN CHASE & CO$7.0M0.00%
Courage Miller Partners, LLC$6.9M1.95%
TOBIAS FINANCIAL ADVISORS, INC.$6.7M0.93%
Brady Martz Wealth Solutions, LLC$6.5M1.11%
CVFG LLC$6.4M0.79%
Mariner, LLC$5.9M0.01%
Cambridge Investment Research Advisors, Inc.$5.9M0.02%
Clearstead Advisors, LLC$5.9M0.05%
Sterling Group Wealth Management, LLC$5.7M2.70%
Valmark Advisers, Inc.$5.5M0.07%
Opal Wealth Advisors, LLC$5.4M1.23%
Walkner Condon Financial Advisors LLC$5.1M0.67%
CWC Advisors, LLC.$5.1M2.41%
Montecito Bank & Trust$4.8M0.79%
Midwest Trust Co$4.7M0.06%
Mutual Advisors, LLC$4.7M0.10%
Focus Partners Wealth$4.7M0.01%
Kestra Advisory Services, LLC$4.5M0.02%
Capital Investment Advisors, LLC$4.2M0.06%
TD PRIVATE CLIENT WEALTH LLC$4.2M0.09%
Savant Capital, LLC$4.2M0.02%
TIEMANN INVESTMENT ADVISORS, LLC$4.0M1.55%
NOVEM GROUP$3.9M0.45%
BTC Capital Management, Inc.$3.3M0.23%
Focus Financial Network, Inc.$3.3M0.12%
Chesley Taft & Associates LLC$3.2M0.13%
Pinnacle Financial Partners, Inc.$3.1M0.02%
3EDGE Asset Management, LP$3.1M0.15%
AQR CAPITAL MANAGEMENT LLC$3.0M0.00%
Freestone Capital Holdings, LLC$3.0M0.09%
Cetera Investment Advisers$3.0M0.00%
Cerity Partners LLC$2.9M0.00%
FIRST AMERICAN TRUST, FSB$2.8M0.19%
Steward Partners Investment Advisory, LLC$2.8M0.01%
Rockefeller Capital Management L.P.$2.7M0.00%
MERIDIAN INVESTMENT COUNSEL INC.$2.6M0.62%
Ironsides Asset Advisors, LLC$2.6M0.65%
GOLDMAN SACHS GROUP INC$2.5M0.00%
Cerity Partners Retirement Plan Advisors LLC$2.5M1.29%
Financial Engines Advisors L.L.C.$2.2M0.00%
HHM Wealth Advisors, LLC$2.2M0.25%
EASTERN BANK$2.0M0.03%
SEI INVESTMENTS CO$2.0M0.00%
UNITED CAPITAL FINANCIAL ADVISORS, LLC$1.9M0.01%
MEITAV INVESTMENT HOUSE LTD$1.9M0.02%
MONOGRAPH WEALTH ADVISORS, LLC$1.8M0.17%
Wealth Alliance Advisory Group, LLC$1.7M0.27%
Thrivent Financial for Lutherans$1.7M0.00%
STIFEL FINANCIAL CORP$1.7M0.00%
Corient Private Wealth LLC$1.6M0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.6M0.00%
BAILARD, INC.$1.6M0.04%
Lido Advisors, LLC$1.5M0.00%
Creative Planning$1.5M0.00%
Beacon Pointe Advisors, LLC$1.5M0.01%
ROYAL BANK OF CANADA$1.4M0.00%
Everhart Financial Group, Inc.$1.4M0.12%
Tradition Wealth Management, LLC$1.4M0.10%
Laraway Financial Advisors Inc$1.3M0.95%
SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.3M0.00%
Farther Finance Advisors, LLC$1.2M0.01%
Belpointe Asset Management LLC$1.2M0.04%
Newman Dignan & Sheerar, Inc.$1.1M0.24%
HBK Sorce Advisory LLC$1.1M0.02%
Financially in Tune, LLC$1.1M0.96%
Bragg Financial Advisors, Inc$1.1M0.03%
FINANCIAL CONSULATE, INC$1.1M0.14%
RETIREMENT INCOME SOLUTIONS, INC$1.1M0.18%
Apollon Wealth Management, LLC$1.0M0.02%
Dakota Wealth Management$996.4K0.02%
SAGE FINANCIAL GROUP INC$944.5K0.06%
US BANCORP \DE\$909.7K0.00%
MML INVESTORS SERVICES, LLC$889.0K0.00%
Stonehage Fleming Financial Services Holdings Ltd$870.5K0.03%
BBR PARTNERS, LLC$854.0K0.05%
Western Wealth Management, LLC$824.8K0.03%
Rare Wolf Capital LLC$779.3K0.50%
WEDBUSH SECURITIES INC$775.0K0.02%
Kagan Cocozza Asset Management$772.2K0.54%
Midwest Capital Advisors, LLC$737.0K0.34%
BAKER TILLY WEALTH MANAGEMENT, LLC$706.4K0.17%
Capital Group Private Client Services, Inc.$689.6K0.01%
First Commonwealth Financial Corp /PA/$662.0K0.11%
VestGen Advisors, LLC$651.7K0.02%
BOKF, NA$642.3K0.01%
WFA of San Diego, LLC$639.5K0.51%
Iowa State Bank$634.7K0.12%
FULTON BANK, N.A.$622.0K0.02%
Ethic Inc.$593.3K0.01%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$581.5K0.00%
Kure Advisory, LLC$576.7K0.31%
Clarity Capital Advisors, LLC$563.0K0.26%
SMI Advisory Services, LLC$545.2K0.09%
JOHNSON INVESTMENT COUNSEL INC$539.8K0.00%
Towneley Capital Management, Inc / DE$528.5K0.11%
Cornerstone Wealth Management, LLC$519.5K0.03%
Simplicity Wealth,LLC$510.0K0.03%
PRIVATE TRUST CO NA$506.5K0.05%
BLAIR WILLIAM & CO/IL$498.8K0.00%
VESTIA PERSONAL WEALTH ADVISORS$496.9K0.23%
Institutions Holding CWI (266 holders) | AlphaSMO