§ EQUITY
USDCWI
STATE STREET SPDR MSCI ACWI
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
117 increased/new, 91 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Bank of America Corp | 8.8M | 0.0% | −15% |
| PNC Financial Services Group, Inc. | 4.6M | 0.1% | +3% |
| Merit Financial Group, LLC | 3.5M | 0.9% | +10% |
| Mirae Asset Global Investments Co., Ltd. | 3.3M | n/a | +164% |
| Avantax Planning Partners, Inc. | 2.3M | 2.3% | +2% |
| HighTower Advisors, LLC | 1.8M | 0.1% | +2% |
◇ AC INTELLIGENCE
Top institutional owners for CWI as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER67.1% · 233 holders
DEALER / BANK31.5% · 26 holders
INCOME / DEFENSIVE0.9% · 3 holders
QUALITY / COMPOUNDER0.5% · 4 holders
PASSIVE / INDEX0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for CWI in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention CWI yet.