Who owns ALLW?
State Street Bridgewater All Weather ETF · State Street
162 institutions reported holding ALLW, worth $632.3M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of ALLW
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| LPL Financial LLC | Fort Mill, SC | $107.0M | 3,656,677 | +2,332,110 shares |
| AE Wealth Management LLC | Topeka, KS | $71.0M | 2,424,005 | +252,312 shares |
| Bank of America Corp. | Charlotte, NC | $62.7M | 2,142,531 | New position |
| Adventist Health System Sunbelt Healthcare Corp. | Altamonte Springs, FL | $31.7M | 1,081,450 | No change |
| Rockefeller Capital Management L.P. | New York, NY | $24.6M | 840,637 | +111,326 shares |
| Catalyst Private Wealth, LLC | San Mateo, CA | $16.9M | 577,473 | +4,662 shares |
| Pinnacle Wealth Management, LLC | Roseville, CA | $13.6M | 463,515 | +424 shares |
| Marshall Financial Group, LLC | Hunt Valley, MD | $13.1M | 447,240 | +15,671 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $12.8M | 436,244 | +285,273 shares |
| Crusonia Wealth Advisors LLC | Denver, CO | $12.2M | 418,178 | New position |
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 ALLW?
162 institutional managers reported holding ALLW in Form 13F filings for June 30, 2026, worth $632.3M in total. The largest reported position was held by LPL Financial LLC, at $107.0M.
Did institutions buy or sell ALLW last quarter?
Reported 13F value rose 45.4% from March 31, 2026, which includes price moves as well as buying and selling. 50 firms reported a new position and 10 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 ALLW 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.