441 tracked 13F filers disclose a position in CWB as of the latest SEC 13F filings, a combined $2.5B 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $242.9M | 2.7M | ▲+1.0% Added · +27K sh | Q1 2026 | |
| 2 | Howard Capital Management Inc. | $214.9M | 2.0M | ▲334× Added · +2.0M sh | Q2 2026 | |
| 3 | MORGAN STANLEY | $147.5M | 1.6M | ▲+1.2% Added · +20K sh | Q1 2026 | |
| 4 | WELLS FARGO & COMPANY/MN | $136.7M | 1.5M | ▲+0.7% Added · +11K sh | Q1 2026 | |
| 5 | LPL Financial LLC | $114.4M | 1.3M | ▼−21% Reduced · −329K sh | Q1 2026 | |
| 6 | DELTA CAPITAL MANAGEMENT LLC | Withheld | 1.2M | ▲+9.2% Added · +100K sh | Q2 2026 | |
| 7 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $102.9M | 1.1M | ▲+7.8% Added · +82K sh | Q1 2026 | |
| 8 | AMERIPRISE FINANCIAL INC | $77.0M | 841K | ▲+4.9% Added · +39K sh | Q1 2026 | |
| 9 | PNC FINANCIAL SERVICES GROUP, INC. | $69.0M | 754K | ▼−3.6% Reduced · −28K sh | Q1 2026 | |
| 10 | ASSETMARK, INC | $80.1M | 743K | ▼−12% Reduced · −100K sh | Q2 2026 | |
| 11 | DEUTSCHE BANK AG\ | $62.6M | 684K | ▼−14% Reduced · −114K sh | Q1 2026 | |
| 12 | UBS Group AG | $44.5M | 487K | ▲+1.1% Added · +5K sh | Q1 2026 | |
| 13 | JANE STREET GROUP, LLC | $41.4M | 452K | ▼−18% Reduced · −97K sh | Q1 2026 | |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $41.1M | 449K | ▼−80% Reduced · −1.8M sh | Q1 2026 | |
| 15 | GOLDMAN SACHS GROUP INC | $40.9M | 446K | ▼−15% Reduced · −77K sh | Q1 2026 | |
| 16 | BANK OF MONTREAL /CAN/ | $40.1M | 438K | ▼−3.1% Reduced · −14K sh | Q1 2026 | |
| 17 | One Wealth Map LLC | $38.2M | 389K | ▲+4.6% Added · +17K sh | Q2 2026 | |
| 18 | ROYAL BANK OF CANADA | $35.1M | 384K | ▼−2.7% Reduced · −11K sh | Q1 2026 | |
| 19 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | $34.3M | 374K | ▼−21% Reduced · −98K sh | Q1 2026 | |
| 20 | RAYMOND JAMES FINANCIAL INC | $28.4M | 311K | ▼−41% Reduced · −213K sh | Q1 2026 | |
| 21 | River Wealth Advisors LLC | $25.7M | 239K | ▲+0.7% Added · +2K sh | Q2 2026 | |
| 22 | ALLIANCEBERNSTEIN L.P. | $20.9M | 234K | ▼−6.1% Reduced · −15K sh | Q1 2026 | |
| 23 | Estate Counselors, LLC | $21.1M | 230K | ▲+73% Added · +97K sh | Q1 2026 | |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | $19.6M | 214K | ▼−15% Reduced · −38K sh | Q1 2026 | |
| 25 | TRUIST FINANCIAL CORP | $19.2M | 209K | ▼−1.9% Reduced · −4K 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.
Last quarter, 2 funds opened a new position in CWB and 26 added to an existing one, while 17 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| APPLE INCAAPL | 237 funds | $113.3B |
| NVIDIA CORPNVDA | 236 funds | $140.8B |
| MICROSOFT CORPMSFT | 233 funds | $100.8B |
| AMAZON.COM INCAMZN | 232 funds | $74.8B |
| ALPHABET INC-CL AGOOGL | 230 funds | $65.8B |
| JPMORGAN CHASE & COJPM | 226 funds | $29.6B |
| ALPHABET INC-CL CGOOG | 223 funds | $42.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 223 funds | $11.7B |
| META PLATFORMS INC-CLASS AMETA | 221 funds | $41.3B |
| ELI LILLY & COLLY | 218 funds | $30.0B |
| JOHNSON & JOHNSONJNJ | 218 funds | $20.1B |
| BROADCOM INCAVGO | 216 funds | $53.9B |
Ranked by how many of CWB's institutional holders also hold each name, a cross-fund conviction signal.
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.