Who owns CWB?
State Street SPDR Bloomberg Convertible Securities ETF · State Street
563 institutions reported holding CWB, worth $3.7B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of CWB
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Bank of America Corp. | Charlotte, NC | $279.0M | 2,588,077 | −65,937 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $216.2M | 2,004,950 | +1,555,591 shares |
| Howard Capital Management, LLC | Alpharetta, GA | $214.9M | 1,993,096 | +1,987,136 shares |
| LPL Financial LLC | Fort Mill, SC | $175.6M | 1,628,253 | +378,073 shares |
| Wells Fargo & Company | San Francisco, CA | $164.3M | 1,524,239 | +30,659 shares |
| Morgan Stanley | New York, NY | $161.4M | 1,496,947 | −114,398 shares |
| Cetera Investment Advisers | Schaumburg, IL | $137.4M | 1,274,155 | +1,152,743 shares |
| Northwestern Mutual Wealth Management Co | Milwaukee, WI | $132.8M | 1,231,810 | +107,969 shares |
| Bessemer Group Inc. | Woodbridge, NJ | $131.1M | 1,215,879 | No change |
| Ameriprise Financial Inc. | Minneapolis, MN | $87.7M | 813,427 | −27,780 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns CWB?
563 institutional managers reported holding CWB in Form 13F filings for June 30, 2026, worth $3.7B in total. The largest reported position was held by Bank of America Corp., at $279.0M.
Did institutions buy or sell CWB last quarter?
Reported 13F value rose 47.2% from March 31, 2026, which includes price moves as well as buying and selling. 87 firms reported a new position and 39 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is CWB ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.