EWX · State Street SPDR MSCI ACWI ex-US ETF

$73.65 -0.37 (-0.49%)

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Quarter:

Holders: 156

Total Value: $1,394,448,533

Total Shares: 34,286,910

Showing 1–100 of 156 holdings by value · page 1 of 2

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 156 13F filers · Δ vs Mar 31, 2026

Top Holder

27.3%

+11.1 pts

Top 5

55.5%

+14.2 pts

Top 10

67.4%

+11.8 pts

HHI

1,059

Broadly held+552

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

132

Unchanged

Holder count: -111

Institutional value: -29.8%

Shares held: -37.3%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega BANK OF AMERICA CORP /DE/	+538,590	9,374,374
Mega AMERIPRISE FINANCIAL INC	+473,010	694,399
Small Stonebrook Private Inc.	+129,334	438,294
Mega MORGAN STANLEY	+128,227	945,625
Mega PNC FINANCIAL SERVICES GROUP, INC.	+118,460	4,698,754

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mega JANE STREET GROUP, LLC	−1,507,191	92,809
Mid Equitable Holdings, Inc.	−127,197	137,269
Large Corient Private Wealth LLC	−31,341	13,482
Small GLOBALT Investments LLC / GA	−26,492	1,449,863
Mid Dakota Wealth Management	−21,573	5,659

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Large Pathstone Holdings, LLC	346,048	$14,073,772
Mega Jupiter Topco LLC	53,676	$2,183,002
Mid OLD MISSION CAPITAL LLC	52,534	$2,136,557
Mid Global Retirement Partners, LLC	24,661	$1,002,962
Mega Nuveen, LLC	17,664	$718,394

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Mid Merit Financial Group, LLC	3,488,600	$127,647,872
Large Mirae Asset Global Investments Co., Ltd.	3,261,220	$119,328,039
Small Avantax Planning Partners, Inc.	2,300,372	$84,170,611
Small HENGEHOLD CAPITAL MANAGEMENT LLC	1,188,068	$43,471,408
Large TRUIST FINANCIAL CORP	1,021,288	$37,368,927

Filter: New 21 Increased 50 Reduced 53 Sold out 132 Unchanged 32

Showing 100 of 156

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

BANK OF AMERICA CORP /DE/

$381,255,789

27.34%

9,374,374

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	2,692,576	$109,507,065	28.7%	Defined
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	861,909	$35,053,839	9.2%	Defined
U.S. TRUST Co OF DELAWARE	11,769	$478,645	0.1%	Defined
MANAGED ACCOUNT ADVISORS LLC	5,808,120	$236,216,240	62.0%	Defined

PNC FINANCIAL SERVICES GROUP, INC.

$191,098,323

13.70%

4,698,754

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PNC Bank, National Association	4,608,752	$187,437,942	98.1%	Defined
PNC Delaware Trust Company	28,018	$1,139,492	0.6%	Defined
PNC Ohio Trust Company	21,484	$873,754	0.5%	Defined
PNC Wealth Management LLC	40,500	$1,647,135	0.9%	Defined

HighTower Advisors, LLC

$75,380,136

5.41%

1,853,458

LPL Financial LLC

$67,878,514

4.87%

1,669,007

GLOBALT Investments LLC / GA

$58,965,928

4.23%

1,449,863

Pitcairn Wealth Advisors LLC

$40,206,402

2.88%

988,601

MORGAN STANLEY

$38,458,566

2.76%

945,625

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO. LLC	1	$40	0.0%	Defined
MORGAN STANLEY SMITH BARNEY LLC	942,889	$38,347,294	99.7%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	2,735	$111,232	0.3%	Defined

ENVESTNET ASSET MANAGEMENT INC

$32,627,792

2.34%

802,257

AMERIPRISE FINANCIAL INC

$28,241,206

2.03%

694,399

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Ameriprise Financial Services, LLC	692,237	$28,153,278	99.7%	Defined
Ameriprise Bank, FSB	2,162	$87,928	0.3%	Defined

Forvis Mazars Wealth Advisors, LLC

$25,540,312

1.83%

627,989

CAPTRUST FINANCIAL ADVISORS

$24,467,356

1.75%

601,607

Gerber Kawasaki Wealth & Investment Management

$18,105,185

1.30%

445,173

Focus Partners Advisor Solutions, LLC

$18,054,673

1.29%

443,931

Stonebrook Private Inc.

$17,825,416

1.28%

438,294

Clal Insurance Enterprises Holdings Ltd

$17,401,838

1.25%

427,879

NewEdge Advisors, LLC

$15,026,263

1.08%

369,468

HUNTINGTON NATIONAL BANK

$14,121,030

1.01%

347,210

Pathstone Holdings, LLC

$14,073,772

1.01%

346,048

HANTZ FINANCIAL SERVICES, INC.

$12,989,428

0.93%

319,386

Waverly Advisors, LLC

$12,790,267

0.92%

314,489

Baird Financial Group, Inc.

$12,535,673

0.90%

308,229

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Robert W. Baird & Co. Inc	308,229	$12,535,673	100.0%	Defined

WELLS FARGO & COMPANY/MN

$12,074,962

0.87%

296,901

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	64,785	$2,634,805	21.8%	Defined
WELLS FARGO CLEARING SERVICES, LLC	232,116	$9,440,157	78.2%	Defined

IAG Wealth Partners, LLC

$11,504,322

0.83%

282,870

BANK OF MONTREAL /CAN/

$11,371,453

0.82%

279,603

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BMO Bank N.A.	269,370	$10,955,277	96.3%	Defined
Stoker Ostler Wealth Advisors, Inc.	10,233	$416,176	3.7%	Defined

UBS Group AG

$11,305,405

0.81%

277,979

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	277,473	$11,284,826	99.8%	Defined
UBS Switzerland AG	506	$20,579	0.2%	Defined

OSAIC HOLDINGS, INC.

$10,419,328

0.75%

256,192

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	255,209	$10,379,350	99.6%	Defined
Osaic Advisory Services, LLC	983	$39,978	0.4%	Defined

Kingsview Wealth Management, LLC

$9,910,464

0.71%

243,680

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Penserra Capital Management LLC	186,267	$7,575,478	76.4%	Defined
Held directly	57,413	$2,334,986	23.6%	Sole

Savant Capital, LLC

$9,341,939

0.67%

229,701

NICOLET BANKSHARES INC

$8,581,979

0.62%

211,015

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Manager 1	127,324	$5,178,267	60.3%	Sole
Manager 2	83,691	$3,403,712	39.7%	Sole

NISA INVESTMENT ADVISORS, LLC

$8,093,330

0.58%

199,000

JPMORGAN CHASE & CO

$7,761,216

0.56%

190,834

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
J.P. Morgan Investment Management Inc.	225	$9,150	0.1%	Defined
J.P. Morgan Securities LLC	174,733	$7,106,390	91.6%	Defined
55I, LLC	15,876	$645,676	8.3%	Other

RAYMOND JAMES FINANCIAL INC

$7,585,686

0.54%

186,518

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	21,427	$871,436	11.5%	Defined
Raymond James Financial Services Advisors, Inc.	165,091	$6,714,250	88.5%	Defined

TOBIAS FINANCIAL ADVISORS, INC.

$7,467,012

0.54%

183,600

CVFG LLC

$7,000,608

0.50%

172,132

Mariner, LLC

$6,993,572

0.50%

171,959

Clearstead Advisors, LLC

$6,513,585

0.47%

160,157

Valmark Advisers, Inc.

$6,043,806

0.43%

148,606

Sterling Group Wealth Management, LLC

$5,751,673

0.41%

141,423

Equitable Holdings, Inc.

$5,582,730

0.40%

137,269

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EQUITABLE ADVISORS, LLC	137,269	$5,582,730	100.0%	Defined

TD PRIVATE CLIENT WEALTH LLC

$5,556,742

0.40%

136,630

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
TORONTO DOMINION BANK	136,630	$5,556,742	100.0%	Defined

Midwest Trust Co

$5,267,863

0.38%

129,527

Mutual Advisors, LLC

$5,242,037

0.38%

128,892

Focus Partners Wealth

$5,140,443

0.37%

126,394

Capital Investment Advisors, LLC

$4,524,293

0.32%

111,244

TIEMANN INVESTMENT ADVISORS, LLC

$4,359,539

0.31%

107,193

JANE STREET GROUP, LLC

$3,774,542

0.27%

92,809

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	92,809	$3,774,542	100.0%	Defined

Pinnacle Financial Partners, Inc.

$3,615,358

0.26%

88,895

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SYNOVUS TRUST CO NA	56,494	$2,297,610	63.6%	Defined
Synovus Securities, Inc.	32,401	$1,317,748	36.4%	Defined

AQR CAPITAL MANAGEMENT LLC

$3,418,191

0.25%

84,047

Cetera Investment Advisers

$3,367,272

0.24%

82,795

Cerity Partners Retirement Plan Advisors LLC

$3,365,157

0.24%

82,743

Cerity Partners LLC

$3,148,874

0.23%

77,425

FIRST AMERICAN TRUST, FSB

$3,136,591

0.22%

77,123

Steward Partners Investment Advisory, LLC

$3,092,058

0.22%

76,028

Rockefeller Capital Management L.P.

$2,974,319

0.21%

73,133

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ROCKEFELLER FINANCIAL LLC	73,133	$2,974,319	100.0%	Defined

GOLDMAN SACHS GROUP INC

$2,839,498

0.20%

69,818

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	69,818	$2,839,498	100.0%	Defined

Ironsides Asset Advisors, LLC

$2,811,517

0.20%

69,130

Beacon Pointe Advisors, LLC

$2,771,497

0.20%

68,146

Financial Engines Advisors L.L.C.

$2,402,824

0.17%

59,081

SEI INVESTMENTS CO

$2,240,347

0.16%

55,086

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SEI INVESTMENTS MANAGEMENT CORP	1,511	$61,452	2.7%	Sole
SEI TRUST CO	53,575	$2,178,895	97.3%	Sole

Jupiter Topco LLC

$2,183,002

0.16%

53,676

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JANUS HENDERSON INVESTORS US LLC	53,676	$2,183,002	100.0%	Defined

OLD MISSION CAPITAL LLC

$2,136,557

0.15%

52,534

STIFEL FINANCIAL CORP

$2,071,485

0.15%

50,934

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STIFEL NICOLAUS & CO INC \MO\	50,934	$2,071,485	100.0%	Defined

UNITED CAPITAL FINANCIAL ADVISORS, LLC

$2,058,471

0.15%

50,614

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
United Capital Financial Partners, LLC	50,614	$2,058,471	100.0%	Defined

MONOGRAPH WEALTH ADVISORS, LLC

$2,019,875

0.14%

49,665

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

$1,961,432

0.14%

48,228

Creative Planning

$1,803,877

0.13%

44,354

ROYAL BANK OF CANADA

$1,574,295

0.11%

38,709

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	38,709	$1,574,295	100.0%	Defined

Tradition Wealth Management, LLC

$1,537,651

0.11%

37,808

Lido Advisors, LLC

$1,530,615

0.11%

37,635

Laraway Financial Advisors Inc

$1,478,069

0.11%

36,343

Bragg Financial Advisors, Inc

$1,221,767

0.09%

30,041

MML INVESTORS SERVICES, LLC

$1,187,767

0.09%

29,205

HBK Sorce Advisory LLC

$1,139,654

0.08%

28,022

RETIREMENT INCOME SOLUTIONS, INC

$1,080,276

0.08%

26,562

US BANCORP \DE\

$1,023,948

0.07%

25,177

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
US BANK NATIONAL ASSOCIATION	24,675	$1,003,532	98.0%	Defined
U.S. BANCORP ADVISORS, LLC	502	$20,416	2.0%	Defined

Global Retirement Partners, LLC

$1,002,962

0.07%

24,661

Stonehage Fleming Financial Services Holdings Ltd

$967,539

0.07%

23,790

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Stonehage Fleming Investment Management Ltd	23,790	$967,539	100.0%	Defined

BBR PARTNERS, LLC

$949,278

0.07%

23,341

Kagan Cocozza Asset Management

$818,483

0.06%

20,125

Capital Group Private Client Services, Inc.

$766,466

0.05%

18,846

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
CAPITAL GROUP COMPANIES INC joint	18,846	$766,466	100.0%	Defined

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

$739,014

0.05%

18,171

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA	18,171	$739,014	100.0%	Defined

Western Wealth Management, LLC

$728,603

0.05%

17,915

Nuveen, LLC

$718,394

0.05%

17,664

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Nuveen Asset Management, LLC joint	17,664	$718,394	100.0%	Defined

BOKF, NA

$713,880

0.05%

17,553

Simplicity Wealth,LLC

$684,476

0.05%

16,830

FMR LLC

$643,277

0.05%

15,817

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STRATEGIC ADVISERS LLC	15,817	$643,277	100.0%	Defined

WFA of San Diego, LLC

$628,270

0.05%

15,448

First Commonwealth Financial Corp /PA/

$584,793

0.04%

14,379

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
First Commonwealth Bank	14,379	$584,793	100.0%	Sole

VestGen Advisors, LLC

$563,238

0.04%

13,849

BLAIR WILLIAM & CO/IL

$560,025

0.04%

13,770

Bank of New York Mellon Corp

$555,348

0.04%

13,655

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BNY Mellon Advisors, Inc.	13,653	$555,267	100.0%	Defined
Held directly	2	$81	0.0%	Defined

VESTIA PERSONAL WEALTH ADVISORS

$552,298

0.04%

13,580

Corient Private Wealth LLC

$548,312

0.04%

13,482

Integrated Wealth Concepts LLC

$527,855

0.04%

12,979

KLINGENSTEIN FIELDS & CO LP

$512,279

0.04%

12,596

Bleakley Financial Group, LLC

$493,571

0.04%

12,136

MAI Capital Management

$464,695

0.03%

11,426

Betterment LLC

$458,716

0.03%

11,279

MONECO ADVISORS, LLC

$439,398

0.03%

10,804

Highview Capital Management LLC/DE/

$428,702

0.03%

10,541

Key facts CIK 1168164 CUSIP 78463X848 13F (30d) 156 filings 156 filers Visit website