ALLW

STATE STREET BRGWTR ALL WTHR
USCUSIP 78470P630
Institutional Owners
35
+12 QoQ
13F Value Held
$97.9M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)29 adding · 6 trimming
Insider net (180d)+$0
Price history not yet available for ALLW.

Top institutional holders

35 13F filers
#FundPosition valueSharesLast moveAs of
1ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP
$31.2M
1.08MReducedQ1 2026
2Steward Partners Investment Advisory, LLC
$10.1M
350.1KAddedQ1 2026
3MML INVESTORS SERVICES, LLC
$5.8M
200.1KNewQ1 2026
4Stratos Investment Management, LLC
$5.7M
198.5KNewQ1 2026
5Atria Investments, Inc
$4.9M
170.3KAddedQ1 2026
6Rockefeller Capital Management L.P.
$4.8M
175.3KNewQ4 2025
7Private Advisor Group, LLC
$4.5M
155.5KAddedQ1 2026
8CITADEL ADVISORS LLC
$4.0M
139.2KAddedQ1 2026
9EVOKE WEALTH, LLC
$3.9M
136.5KAddedQ1 2026
10Stratos Wealth Advisors, LLC
$3.7M
129.8KAddedQ1 2026
11STEPHENS INC /AR/
$2.7M
94.5KReducedQ1 2026
12WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$2.7M
93.4KAddedQ1 2026
13GenTrust, LLC
$2.7M
93.9KReducedQ1 2026
14GREAT VALLEY ADVISOR GROUP, INC.
$1.7M
58.0KAddedQ1 2026
15Wealthcare Advisory Partners LLC
$1.7M
57.6KAddedQ1 2026
16Kestra Advisory Services, LLC
$1.3M
46.8KReducedQ1 2026
17KESTRA PRIVATE WEALTH SERVICES, LLC
$1.1M
39.3KNewQ1 2026
18Western Wealth Management, LLC
$737K
26.8KNewQ4 2025
19OPPENHEIMER & CO INC
$718K
24.9KAddedQ1 2026
20INDEPENDENT FINANCIAL GROUP, LLC
$634K
22.0KNewQ1 2026
21Waverly Advisors, LLC
$610K
21.1KAddedQ1 2026
22NewEdge Advisors, LLC
$608K
21.1KNewQ1 2026
23SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
$395K
13.7KNewQ1 2026
24Beacon Pointe Advisors, LLC
$350K
12.1KNewQ1 2026
25FOUNDATIONS INVESTMENT ADVISORS, LLC
$246K
8.5KNewQ1 2026

Fund activity — latest quarter

Opened (NEW)
16
funds
Added
13
funds
Reduced
5
funds
Exited
1
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

33 funds+32 since Q2 2025
01733Q2 2025Q4 2025Q1 2026
funds holding aggregate valuelatest $92M

Funds that own ALLW also own

CompanyCo-held byCombined value
ISHARES TRIVV35 funds$14.0B
APPLE INC COMAAPL35 funds$12.1B
TESLA INC COMMON STOCKTSLA35 funds$2.4B
NVIDIA CORPORATION COMNVDA34 funds$12.6B
MICROSOFT CORP COMMSFT34 funds$10.0B
AMAZON COM INC COMAMZN34 funds$8.5B
ALPHABET INC CLASS A COMMON STOCKGOOGL34 funds$7.0B
TATE STR SPDR S&P 500 ETF TSPY34 funds$6.5B
BROADCOM INC COMMON STOCKAVGO34 funds$4.9B
JPMORGAN CHASE & CO.JPM34 funds$4.8B
META PLATFORMS INC CL AMETA34 funds$4.6B
LPHABET INCGOOG34 funds$4.1B

Ranked by how many of ALLW's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for ALLW. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.