252 tracked 13F filers disclose a position in CWI as of the latest SEC 13F filings, a combined $2.0B 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/ | $323.3M | 8.8M | ▼−15% Reduced · −1.5M sh | Q1 2026 | |
| 2 | PNC FINANCIAL SERVICES GROUP, INC. | $167.6M | 4.6M | ▲+2.6% Added · +117K sh | Q1 2026 | |
| 3 | Merit Financial Group, LLC | $152.6M | 3.8M | ▲+7.5% Added · +263K sh | Q2 2026 | |
| 4 | Mirae Asset Global Investments Co., Ltd. | $119.3M | 3.3M | ▲+164% Added · +2.0M sh | Q1 2026 | |
| 5 | Avantax Planning Partners, Inc. | $92.4M | 2.3M | ▼−1.3% Reduced · −29K sh | Q2 2026 | |
| 6 | HighTower Advisors, LLC | $65.7M | 1.8M | ▲+2.3% Added · +41K sh | Q1 2026 | |
| 7 | LPL Financial LLC | $61.3M | 1.7M | ▲+1.8% Added · +29K sh | Q1 2026 | |
| 8 | JANE STREET GROUP, LLC | $58.5M | 1.6M | ▲New +1.6M sh | Q1 2026 | |
| 9 | GLOBALT Investments LLC / GA | $54.0M | 1.5M | ▲+4.5% Added · +64K sh | Q1 2026 | |
| 10 | HENGEHOLD CAPITAL MANAGEMENT LLC | $49.4M | 1.2M | ▲+2.2% Added · +27K sh | Q2 2026 | |
| 11 | TRUIST FINANCIAL CORP | $37.4M | 1.0M | ▲+17% Added · +150K sh | Q1 2026 | |
| 12 | Pitcairn Wealth Advisors LLC | $40.2M | 989K | ▼−1.8% Reduced · −18K sh | Q2 2026 | |
| 13 | LODESTAR PRIVATE ASSET MANAGEMENT LLC | $36.4M | 896K | ▲+4.5% Added · +39K sh | Q2 2026 | |
| 14 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $35.0M | 861K | ▼−2.1% Reduced · −19K sh | Q2 2026 | |
| 15 | MORGAN STANLEY | $29.9M | 817K | ▲+29% Added · +186K sh | Q1 2026 | |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $26.9M | 736K | ▲+21% Added · +128K sh | Q1 2026 | |
| 17 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $26.1M | 642K | ▼−0.3% Reduced · −2K sh | Q2 2026 | |
| 18 | Jacobi Capital Management LLC | $25.6M | 629K | ▲+1.9% Added · +12K sh | Q2 2026 | |
| 19 | Forvis Mazars Wealth Advisors, LLC | $25.5M | 628K | ▼−1.4% Reduced · −9K sh | Q2 2026 | |
| 20 | Private Advisor Group, LLC | $25.1M | 616K | ▲+3.4% Added · +20K sh | Q2 2026 | |
| 21 | Gerber Kawasaki Wealth & Investment Management | $18.1M | 445K | ▼−0.6% Reduced · −3K sh | Q2 2026 | |
| 22 | Focus Partners Advisor Solutions, LLC | $18.1M | 444K | ▲+0.5% Added · +2K sh | Q2 2026 | |
| 23 | Stonebrook Private Inc. | $17.8M | 438K | ▲+42% Added · +129K sh | Q2 2026 | |
| 24 | Wilmington Savings Fund Society, FSB | $17.1M | 421K | ▼−1.1% Reduced · −5K sh | Q2 2026 | |
| 25 | NewEdge Advisors, LLC | $15.0M | 369K | ▲+1.4% Added · +5K sh | Q2 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, 1 fund opened a new position in CWI and 19 added to an existing one, while 14 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 | 128 funds | $34.1B |
| MICROSOFT CORPMSFT | 124 funds | $30.2B |
| ALPHABET INC-CL AGOOGL | 124 funds | $20.9B |
| AMAZON.COM INCAMZN | 123 funds | $23.6B |
| NVIDIA CORPNVDA | 122 funds | $39.4B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 122 funds | $3.9B |
| JPMORGAN CHASE & COJPM | 121 funds | $9.5B |
| ISHARES CORE S&P 500 ETFIVV | 120 funds | $24.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 119 funds | $8.0B |
| ALPHABET INC-CL CGOOG | 118 funds | $13.1B |
| BROADCOM INCAVGO | 117 funds | $18.2B |
| META PLATFORMS INC-CLASS AMETA | 117 funds | $11.5B |
Ranked by how many of CWI's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
No filings captured for this ticker in the live stream yet.
Connected entities for CWI
This stock 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/CWI/capital-change-brief"
Use Arkolith's capital_change_brief for CWI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for CWI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.