Among active 13F managers last quarter, 5 opened and 28 added, while 18 reduced; the largest holder to move was Howard Capital Management, LLC (334× the prior stake).
526 tracked 13F filers disclose a position in CWB as of the latest SEC 13F filings, a combined $2.8B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp | 2.7M | $242.9M | ▲+1.0% Added · +27K sh | Q1 2026 | |
| 2 | Howard Capital Management, LLC | 2.0M | $214.9M | ▲334× Added · +2.0M sh | Q2 2026 | |
| 3 | Morgan Stanley | 1.6M | $147.5M | ▲+1.2% Added · +20K sh | Q1 2026 | |
| 4 | Wells Fargo & Company | 1.5M | $136.7M | ▲+0.7% Added · +11K sh | Q1 2026 | |
| 5 | LPL Financial LLC | 1.3M | $114.4M | ▼−21% Reduced · −329K sh | Q1 2026 | |
| 6 | Delta Capital Management LLC | 1.2M | Withheld | ▲+9.2% Added · +100K sh | Q2 2026 | |
| 7 | Northwestern Mutual Wealth Management Co | 1.1M | $102.9M | ▲+7.8% Added · +82K sh | Q1 2026 | |
| 8 | Ameriprise Financial Inc | 841K | $77.0M | ▲+4.9% Added · +39K sh | Q1 2026 | |
| 9 | PNC Financial Services Group, Inc. | 754K | $69.0M | ▼−3.6% Reduced · −28K sh | Q1 2026 | |
| 10 | AssetMark, Inc | 743K | $80.1M | ▼−12% Reduced · −100K sh | Q2 2026 | |
| 11 | Deutsche Bank AG | 684K | $62.6M | ▼−14% Reduced · −114K sh | Q1 2026 | |
| 12 | Goodman Advisory Group, LLC | 526K | $56.7M | ▲+0.6% Added · +3K sh | Q2 2026 | |
| 13 | UBS Group AG | 487K | $44.5M | ▲+1.1% Added · +5K sh | Q1 2026 | |
| 14 | Jane Street Group, LLC | 452K | $41.4M | ▼−18% Reduced · −97K sh | Q1 2026 | |
| 15 | Envestnet Asset Management Inc | 449K | $41.1M | ▼−80% Reduced · −1.8M sh | Q1 2026 | |
| 16 | Goldman Sachs Group Inc | 446K | $40.9M | ▼−15% Reduced · −77K sh | Q1 2026 | |
| 17 | Bank Of Montreal | 438K | $40.1M | ▼−3.1% Reduced · −14K sh | Q1 2026 | |
| 18 | One Wealth Map LLC | 389K | $38.2M | ▲+4.6% Added · +17K sh | Q2 2026 | |
| 19 | Royal Bank Of Canada | 384K | $35.1M | ▼−2.7% Reduced · −11K sh | Q1 2026 | |
| 20 | New York Life Investment Management LLC | 366K | $39.4M | ▼−2.3% Reduced · −9K sh | Q2 2026 | |
| 21 | Raymond James Financial Inc | 311K | $28.4M | ▼−41% Reduced · −213K sh | Q1 2026 | |
| 22 | Potomac Fund Management Inc | 257K | $27.7M | ▲New +257K sh | Q2 2026 | |
| 23 | River Wealth Advisors LLC | 239K | $25.7M | ▲+0.7% Added · +2K sh | Q2 2026 | |
| 24 | AllianceBernstein L.P. | 234K | $20.9M | ▼−6.1% Reduced · −15K sh | Q1 2026 | |
| 25 | Commonwealth Equity Services, LLC | 214K | $19.6M | ▼−15% Reduced · −38K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 5 funds opened a new position in CWB and 28 added to an existing one, while 18 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 302 funds | $144.4B |
| Apple IncAAPL | 299 funds | $117.7B |
| Amazon.com IncAMZN | 297 funds | $78.0B |
| Microsoft CorpMSFT | 295 funds | $104.2B |
| Alphabet Inc-CL AGOOGL | 292 funds | $67.6B |
| JPMorgan Chase & CoJPM | 284 funds | $30.3B |
| SS SPDR S&P 500 ETF Trust-USSPY | 282 funds | $13.5B |
| Meta Platforms Inc-Class AMETA | 280 funds | $41.6B |
| Alphabet Inc-CL CGOOG | 279 funds | $44.6B |
| Eli Lilly & CoLLY | 279 funds | $32.0B |
| Broadcom IncAVGO | 275 funds | $55.5B |
| Johnson & JohnsonJNJ | 275 funds | $20.5B |
Ranked by how many of CWB's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CWB.
No filings captured for this ticker in the live stream yet.
Connected entities for CWB
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/CWB/capital-change-brief"
Use Arkolith's capital_change_brief for CWB. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for CWB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.