HoldingsChannel.com
Funds Holding CWI
HolderAmountPosition Size
($ in 1000's)
 As of
PNC Financial Services Group Inc.4,165,097$82,136 03/31/2020
     CWI4,165,097$82,136 03/31/2020
Bank of America Corp DE3,976,181$78,411 03/31/2020
     CWI3,976,181$78,411 03/31/2020
Hengehold Capital Management LLC2,213,576$43,652 03/31/2020
     CWI2,213,576$43,652 03/31/2020
3EDGE Asset Management LP1,853,431$36,550 03/31/2020
     CWI1,853,431$36,550 03/31/2020
Sequoia Financial Advisors LLC1,393,726$27,484 03/31/2020
     CWI1,393,726$27,484 03/31/2020
Pathstone Family Office LLC1,297,600$25,588 03/31/2020
     CWI1,297,600$25,588 03/31/2020
Colony Group LLC1,213,121$23,923 03/31/2020
     CWI1,213,121$23,923 03/31/2020
Truist Financial Corp1,160,710$22,890 03/31/2020
     CWI1,160,710$22,890 03/31/2020
Mirae Asset Global Investments Co. Ltd.1,012,425$19,965 03/31/2020
     CWI1,012,425$19,965 03/31/2020
State Street Corp955,178$18,836 03/31/2020
     CWI955,178$18,836 03/31/2020
Eastern Bank860,426$16,968 03/31/2020
     CWI860,426$16,968 03/31/2020
JPMorgan Chase & Co.780,620$15,394 03/31/2020
     CWI780,620$15,394 03/31/2020
Cobblestone Capital Advisors LLC NY616,057$12,149 03/31/2020
     CWI616,057$12,149 03/31/2020
Pitcairn Co.604,786$11,927 03/31/2020
     CWI604,786$11,927 03/31/2020
Montecito Bank & Trust568,993$11,221 03/31/2020
     CWI568,993$11,221 03/31/2020
Honkamp Krueger Financial Services Inc.552,826$10,902 03/31/2020
     CWI552,826$10,902 03/31/2020
Citadel Advisors LLC550,511$10,856 03/31/2020
     CWI550,511$10,856 03/31/2020
Financial Consulate Inc.470,891$9,286 03/31/2020
     CWI470,891$9,286 03/31/2020
Jane Street Group LLC360,004$7,099 03/31/2020
     CWI360,004$7,099 03/31/2020
Wealth CMT357,521$7,050 03/31/2020
     CWI357,521$7,050 03/31/2020
Whittier Trust Co.348,080$6,860 03/31/2020
     CWI348,080$6,860 03/31/2020
Envestnet Asset Management Inc.304,305$6,001 03/31/2020
     CWI304,305$6,001 03/31/2020
Wells Fargo & Company MN284,348$5,607 03/31/2020
     CWI284,348$5,607 03/31/2020
Royal Bank of Canada271,085$5,347 03/31/2020
     CWI271,085$5,347 03/31/2020
Barnett & Company Inc.259,766$5,123 03/31/2020
     CWI259,766$5,123 03/31/2020
United Capital Financial Advisers LLC259,761$5,122 03/31/2020
     CWI259,761$5,122 03/31/2020
Morgan Stanley259,383$5,115 03/31/2020
     CWI259,383$5,115 03/31/2020
UBS Group AG256,687$5,062 03/31/2020
     CWI256,687$5,062 03/31/2020
Domani Wealth LLC237,982$4,693 03/31/2020
     CWI237,982$4,693 03/31/2020
Valmark Advisers Inc.217,815$4,295 03/31/2020
     CWI217,815$4,295 03/31/2020
Capital Investment Advisors LLC202,477$3,993 03/31/2020
     CWI202,477$3,993 03/31/2020
Tanglewood Wealth Management Inc.198,776$3,920 03/31/2020
     CWI198,776$3,920 03/31/2020
HighTower Advisors LLC197,452$3,883 03/31/2020
     CWI197,452$3,883 03/31/2020
BKD Wealth Advisors LLC193,477$3,815 03/31/2020
     CWI193,477$3,815 03/31/2020
Iowa State Bank189,574$3,738 03/31/2020
     CWI189,574$3,738 03/31/2020
Courage Miller Partners LLC187,490$3,697 03/31/2020
     CWI187,490$3,697 03/31/2020
First Personal Financial Services182,656$3,602 03/31/2020
     CWI182,656$3,602 03/31/2020
LPL Financial LLC171,452$3,381 03/31/2020
     CWI171,452$3,381 03/31/2020
Commonwealth Equity Services LLC165,971$3,272 03/31/2020
     CWI165,971$3,272 03/31/2020
HBK Sorce Advisory LLC146,344$2,886 03/31/2020
     CWI146,344$2,886 03/31/2020
Nisa Investment Advisors LLC143,750$2,835 03/31/2020
     CWI143,750$2,835 03/31/2020
Abbrea Capital LLC128,594$2,536 03/31/2020
     CWI128,594$2,536 03/31/2020
Ameriprise Financial Inc.129,077$2,517 03/31/2020
     CWI129,077$2,517 03/31/2020
TIAA FSB126,716$2,499 03/31/2020
     CWI126,716$2,499 03/31/2020
Krilogy Financial LLC124,425$2,454 03/31/2020
     CWI124,425$2,454 03/31/2020
CLS Investments LLC115,195$2,272 03/31/2020
     CWI115,195$2,272 03/31/2020
Tiemann Investment Advisors LLC112,265$2,214 03/31/2020
     CWI112,265$2,214 03/31/2020
Advisor Group Holdings Inc.106,721$2,104 03/31/2020
     CWI106,721$2,104 03/31/2020
Captrust Financial Advisors108,772$2,056 03/31/2020
     CWI108,772$2,056 03/31/2020
Northwest Investment Counselors LLC100,869$1,989 03/31/2020
     CWI100,869$1,989 03/31/2020
Bank of New York Mellon Corp91,554$1,805 03/31/2020
     CWI91,554$1,805 03/31/2020
Flow Traders U.S. LLC89,303$1,761 03/31/2020
     CWI89,303$1,761 03/31/2020
Wambolt & Associates LLC86,610$1,708 03/31/2020
     CWI86,610$1,708 03/31/2020
Citizens Financial Group Inc RI84,857$1,673 03/31/2020
     CWI84,857$1,673 03/31/2020
Mutual Advisors LLC82,521$1,627 03/31/2020
     CWI82,521$1,627 03/31/2020
Balasa Dinverno & Foltz LLC66,197$1,305 03/31/2020
     CWI66,197$1,305 03/31/2020
Green Square Capital Advisors LLC58,159$1,147 03/31/2020
     CWI58,159$1,147 03/31/2020
CBIZ Investment Advisory Services LLC55,207$1,089 03/31/2020
     CWI55,207$1,089 03/31/2020
RKL Wealth Management LLC54,758$1,080 03/31/2020
     CWI54,758$1,080 03/31/2020
Sage Financial Group Inc.54,711$1,079 03/31/2020
     CWI54,711$1,079 03/31/2020
Financial Counselors Inc.53,772$1,060 03/31/2020
     CWI53,772$1,060 03/31/2020
Klingenstein Fields & Co. LLC49,013$967 03/31/2020
     CWI49,013$967 03/31/2020
Bank of Montreal Can48,639$941 03/31/2020
     CWI48,639$941 03/31/2020
Gladstone Institutional Advisory LLC45,997$907 03/31/2020
     CWI45,997$907 03/31/2020
Mitchell Capital Management Co.45,550$898 03/31/2020
     CWI45,550$898 03/31/2020
StrategIQ Financial Group LLC38,981$769 03/31/2020
     CWI38,981$769 03/31/2020
Koshinski Asset Management Inc.35,291$696 03/31/2020
     CWI35,291$696 03/31/2020
Newman Dignan & Sheerar Inc.33,682$680 03/31/2020
     CWI33,682$680 03/31/2020
Private Advisor Group LLC34,444$679 03/31/2020
     CWI34,444$679 03/31/2020
Prime Capital Investment Advisors LLC33,634$663 03/31/2020
     CWI33,634$663 03/31/2020
Capital Research Global Investors32,558$645 03/31/2020
     CWI32,558$645 03/31/2020
Capital World Investors32,064$635 03/31/2020
     CWI32,064$635 03/31/2020
Parametric Portfolio Associates LLC31,854$628 03/31/2020
     CWI31,854$628 03/31/2020
Investors Research Corp31,490$621 03/31/2020
     CWI31,490$621 03/31/2020
SVA Wealth Management LLC31,240$616 03/31/2020
     CWI31,240$616 03/31/2020
Trexquant Investment LP27,926$551 03/31/2020
     CWI27,926$551 03/31/2020
ARS Investment Partners LLC26,260$518 03/31/2020
     CWI26,260$518 03/31/2020
Sheets Smith Wealth Management25,656$506 03/31/2020
     CWI25,656$506 03/31/2020
Howard Financial Services LTD.24,574$485 03/31/2020
     CWI24,574$485 03/31/2020
Atria Investments LLC24,525$484 03/31/2020
     CWI24,525$484 03/31/2020
Squar Milner Financial Services LLC23,798$469 03/31/2020
     CWI23,798$469 03/31/2020
Silicon Hills Wealth Management LLC23,147$456 03/31/2020
     CWI23,147$456 03/31/2020
Bailard Inc.23,026$454 03/31/2020
     CWI23,026$454 03/31/2020
Evanson Asset Management LLC20,748$409 03/31/2020
     CWI20,748$409 03/31/2020
MML Investors Services LLC20,386$402 03/31/2020
     CWI20,386$402 03/31/2020
Two Sigma Securities LLC20,308$400 03/31/2020
     CWI20,308$400 03/31/2020
Financial Advisors LLC19,480$384 03/31/2020
     CWI19,480$384 03/31/2020
First Republic Investment Management Inc.19,067$376 03/31/2020
     CWI19,067$376 03/31/2020
Synovus Financial Corp17,725$350 03/31/2020
     CWI17,725$350 03/31/2020
Capital Asset Advisory Services LLC16,782$347 03/31/2020
     CWI16,782$347 03/31/2020
Covenant Multifamily Offices LLC17,498$345 03/31/2020
     CWI17,498$345 03/31/2020
Cambridge Investment Research Advisors Inc.17,258$340 03/31/2020
     CWI17,258$340 03/31/2020
Relaxing Retirement Coach16,854$332 03/31/2020
     CWI16,854$332 03/31/2020
Capital One Financial Corp16,683$329 03/31/2020
     CWI16,683$329 03/31/2020
Kayne Anderson Rudnick Investment Management LLC16,588$327 03/31/2020
     CWI16,588$327 03/31/2020
Stratos Wealth Advisors LLC15,545$307 03/31/2020
     CWI15,545$307 03/31/2020
BerganKDV Wealth Management LLC15,296$302 03/31/2020
     CWI15,296$302 03/31/2020
Windsor Group LTD13,260$300 06/30/2020
     CWI13,260$300 06/30/2020
Chesley Taft & Associates LLC15,024$296 03/31/2020
     CWI15,024$296 03/31/2020
First Commonwealth Financial Corp PA 14,847$293 03/31/2020
     CWI14,847$293 03/31/2020
Patten & Patten Inc. TN14,762$291 03/31/2020
     CWI14,762$291 03/31/2020
QCI Asset Management Inc. NY14,445$285 03/31/2020
     CWI14,445$285 03/31/2020
US Bancorp DE14,390$284 03/31/2020
     CWI14,390$284 03/31/2020
Sharkey Howes & Javer14,290$282 03/31/2020
     CWI14,290$282 03/31/2020
Cambridge Trust Co.13,189$260 03/31/2020
     CWI13,189$260 03/31/2020
Wela Strategies Inc.13,044$257 03/31/2020
     CWI13,044$257 03/31/2020
Visionary Wealth Advisors12,535$247 03/31/2020
     CWI12,535$247 03/31/2020
Rowland Carmichael Advisors Inc. ADV12,254$242 03/31/2020
     CWI12,254$242 03/31/2020
Bernardo Wealth Planning LLC12,199$240 03/31/2020
     CWI12,199$240 03/31/2020
Freestone Capital Holdings LLC12,000$237 03/31/2020
     CWI12,000$237 03/31/2020
Radnor Capital Management LLC12,000$237 03/31/2020
     CWI12,000$237 03/31/2020
BOKF NA11,981$236 03/31/2020
     CWI11,981$236 03/31/2020
Deutsche Bank AG11,331$224 03/31/2020
     CWI11,331$224 03/31/2020
CIBC Private Wealth Group LLC11,086$219 03/31/2020
     CWI11,086$219 03/31/2020
Forte Capital LLC ADV11,016$217 03/31/2020
     CWI11,016$217 03/31/2020
Sullivan Bruyette Speros & Blaney LLC10,323$204 03/31/2020
     CWI10,323$204 03/31/2020
Brightworth10,134$200 03/31/2020
     CWI10,134$200 03/31/2020
Jacobi Capital Management LLC9,559$189 03/31/2020
     CWI9,559$189 03/31/2020
Trustcore Financial Services LLC9,502$187 03/31/2020
     CWI9,502$187 03/31/2020
LeJeune Puetz Investment Counsel LLC9,375$185 03/31/2020
     CWI9,375$185 03/31/2020
JFS Wealth Advisors LLC9,195$181 03/31/2020
     CWI9,195$181 03/31/2020
Blair William & Co. IL8,495$168 03/31/2020
     CWI8,495$168 03/31/2020
Northwestern Mutual Wealth Management Co.7,769$153 03/31/2020
     CWI7,769$153 03/31/2020
WASHINGTON TRUST Co6,775$134 03/31/2020
     CWI6,775$134 03/31/2020
Whittier Trust Co. of Nevada Inc.6,749$133 03/31/2020
     CWI6,749$133 03/31/2020
Lenox Wealth Advisors LLC6,385$126 03/31/2020
     CWI6,385$126 03/31/2020
Paloma Partners Management Co6,222$123 03/31/2020
     CWI6,222$123 03/31/2020
Capital International Investors4,714$93 03/31/2020
     CWI4,714$93 03/31/2020
Glenmede Trust Co. NA3,169$81 03/31/2020
     CWI3,169$81 03/31/2020
Lenox Wealth Management Inc.3,903$76 03/31/2020
     CWI3,903$76 03/31/2020
Capital Bank & Trust Co3,379$67 03/31/2020
     CWI3,379$67 03/31/2020
Stearns Financial Services Group3,123$62 03/31/2020
     CWI3,123$62 03/31/2020
Capital Analysts LLC3,062$60 03/31/2020
     CWI3,062$60 03/31/2020
Steward Partners Investment Advisory LLC3,000$59 03/31/2020
     CWI3,000$59 03/31/2020
Advisory Services Network LLC2,590$51 03/31/2020
     CWI2,590$51 03/31/2020
Lakeview Capital Partners LLC2,148$42 03/31/2020
     CWI2,148$42 03/31/2020
Todd Asset Management LLC2,088$41 03/31/2020
     CWI2,088$41 03/31/2020
Nelson Van Denburg & Campbell Wealth Management Group LLC1,785$40 06/30/2020
     CWI1,785$40 06/30/2020
Burt Wealth Advisors1,895$37 03/31/2020
     CWI1,895$37 03/31/2020
Howe & Rusling Inc.1,800$35 03/31/2020
     CWI1,800$35 03/31/2020
Prestige Wealth Management Group LLC1,677$33 03/31/2020
     CWI1,677$33 03/31/2020
Bedel Financial Consulting Inc.1,574$31 03/31/2020
     CWI1,574$31 03/31/2020
Ameritas Investment Company LLC1,039$20 03/31/2020
     CWI1,039$20 03/31/2020
MCF Advisors LLC953$19 03/31/2020
     CWI953$19 03/31/2020
CWM LLC738$15 03/31/2020
     CWI738$15 03/31/2020
Gradient Investments LLC762$15 03/31/2020
     CWI762$15 03/31/2020
Liberty Wealth Management LLC738$15 03/31/2020
     CWI738$15 03/31/2020
NEXT Financial Group Inc728$14 03/31/2020
     CWI728$14 03/31/2020
FMR LLC568$11 03/31/2020
     CWI568$11 03/31/2020
Bartlett & Co. LLC331$7 03/31/2020
     CWI331$7 03/31/2020
Center for Financial Planning Inc.345$7 03/31/2020
     CWI345$7 03/31/2020
Procyon Private Wealth Partners LLC262$5 03/31/2020
     CWI262$5 03/31/2020
Duncker Streett & Co. Inc.202$4 03/31/2020
     CWI202$4 03/31/2020
Golden State Wealth Management LLC193$4 03/31/2020
     CWI193$4 03/31/2020
Patriot Financial Group Insurance Agency LLC167$3 03/31/2020
     CWI167$3 03/31/2020
Mark Sheptoff Financial Planning LLC84$2 03/31/2020
     CWI84$2 03/31/2020
Global Retirement Partners LLC100$2 03/31/2020
     CWI100$2 03/31/2020
Orion Portfolio Solutions LLC93$2 03/31/2020
     CWI93$2 03/31/2020
Optimum Investment Advisors41$1 03/31/2020
     CWI41$1 03/31/2020
BlackRock Inc.43$1 03/31/2020
     CWI43$1 03/31/2020
Hudock Inc.54$1 03/31/2020
     CWI54$1 03/31/2020
Rockefeller Capital Management L.P.42$1 03/31/2020
     CWI42$1 03/31/2020
Proequities Inc.0$0 03/31/2020
     CWI0$0 03/31/2020
Carroll Financial Associates Inc.28$0 03/31/2020
     CWI28$0 03/31/2020
IFP Advisors Inc0$0 03/31/2020
     CWI0$0 03/31/2020

See Summary: Institutional Holders of CWI
See Details: Top 10 Hedge Funds Holding CWI
Also See: CWI Holdings Changes

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