Evid Invest
Who owns ALLWWhat ALLW owns — n/a

Who owns State Street Bridgewater All Weather ETF?

Institutional ownership of ALLW from SEC Form 13F filings across 99 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

99

13F holders

$422.1M

value, 2026 filers

27%

of shares outstanding (15.0M sh)

31

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of ALLW's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1LPL Financial LLC3.7M$107.0M0.0%6.6%+176.1%
2AE Wealth Management LLC2.4M$71.0M0.3%4.4%+11.6%
3BANK OF AMERICA CORP /DE/NEW2.1M$62.7M0.0%3.9%new
4Rockefeller Capital Management L.P.840,637$24.6M0.0%1.5%+15.3%
5Cambridge Investment Research Advisors, Inc.436,244$12,7680.0%0.8%+189.0%
6Mariner, LLC405,262$11.9M0.0%0.7%+54.2%
7Family Manage LLC357,213$10.5M1.1%0.6%+12.8%
8FLAGSHIP HARBOR ADVISORS, LLC329,729$9.7M0.4%0.6%+7.5%
9COMMONWEALTH EQUITY SERVICES, LLC297,971$8.7M0.0%0.5%+109.8%
10Owl Creek Wealth Partners LLCNEW297,715$8.7M2.5%0.5%new
11MML INVESTORS SERVICES, LLC268,782$7.9M0.0%0.5%+34.3%
12Alpha Financial Partners LLC225,175$6.6M3.5%0.4%+7.0%
13Atria Investments, Inc220,574$6.5M0.1%0.4%+29.5%
14Savvy Advisors, Inc.206,833$6.1M0.1%0.4%+39.9%
15Fortis Group Advisors, LLC172,567$5.1M0.8%0.3%+0.1%
16OSAIC HOLDINGS, INC.160,857$4.7M0.0%0.3%+136.4%
17MAI Capital Management145,893$4.3M0.0%0.3%+1620933.3%
18Stratos Wealth Advisors, LLC135,024$4.0M0.2%0.2%+4.0%
19KESTRA PRIVATE WEALTH SERVICES, LLC113,716$3.3M0.0%0.2%+189.5%
20GenTrust, LLC110,698$3.2M0.1%0.2%+17.9%
21HARBOUR INVESTMENTS, INC.103,016$3.0M0.0%0.2%+10.3%
22GREAT VALLEY ADVISOR GROUP, INC.101,378$3.0M0.0%0.2%+74.9%
23Golden State Wealth Management, LLC98,294$2.9M0.3%0.2%+513.6%
24ENVESTNET ASSET MANAGEMENT INC90,587$2.7M0.0%0.2%-7.9%
25Ascentis Wealth Management, LLCNEW89,429$539,0640.1%0.2%new

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.