Who owns State Street Bridgewater All Weather ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of ALLW from SEC Form 13F filings across 161 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.
As of the 2026-06-30 reporting period, 161 institutions disclosed 21.3M shares of State Street Bridgewater All Weather ETF worth $623.9M — about 38.4% of shares outstanding; the largest disclosed holder is LPL Financial LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
161
13F holders
$623.9M
value, 2026 filers
38.4%
of shares outstanding (21.3M sh)
50
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
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 3.7M | $107.0M | 0.0% | 6.6% | +176.1% |
| 2 | AE Wealth Management LLC | 2.4M | $71.0M | 0.3% | 4.4% | +11.6% |
| 3 | BANK OF AMERICA CORP /DE/NEW | 2.1M | $62.7M | 0.0% | 3.9% | new |
| 4 | ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 1.1M | $31.7M | 1.0% | 1.9% | 0.0% |
| 5 | Rockefeller Capital Management L.P. | 840,637 | $24.6M | 0.0% | 1.5% | +15.3% |
| 6 | CATALYST PRIVATE WEALTH, LLC | 577,473 | $16.9M | 8.2% | 1% | +0.8% |
| 7 | Pinnacle Wealth Management, LLC | 463,515 | $13.6M | 8.4% | 0.8% | +0.1% |
| 8 | Marshall Financial Group, LLC | 447,240 | $13.1M | 1.9% | 0.8% | +3.6% |
| 9 | Crusonia Wealth Advisors LLCNEW | 418,178 | $12.2M | 2.0% | 0.8% | new |
| 10 | Mariner, LLC | 405,262 | $11.9M | 0.0% | 0.7% | +54.2% |
| 11 | National Philanthropic Trust | 364,309 | $10.7M | 0.2% | 0.7% | -29.6% |
| 12 | Family Manage LLC | 357,213 | $10.5M | 1.1% | 0.6% | +12.8% |
| 13 | Astoria Portfolio Advisors LLC. | 332,564 | $9.7M | 1.6% | 0.6% | +27.7% |
| 14 | FLAGSHIP HARBOR ADVISORS, LLC | 329,729 | $9.7M | 0.4% | 0.6% | +7.5% |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | 297,971 | $8.7M | 0.0% | 0.5% | +109.8% |
| 16 | Owl Creek Wealth Partners LLCNEW | 297,715 | $8.7M | 2.5% | 0.5% | new |
| 17 | Stratos Investment Management, LLC | 290,647 | $8.5M | 0.3% | 0.5% | +46.4% |
| 18 | MML INVESTORS SERVICES, LLC | 268,782 | $7.9M | 0.0% | 0.5% | +34.3% |
| 19 | Hobbs Group Advisors, LLC | 238,443 | $7.0M | 1.8% | 0.4% | +7.8% |
| 20 | Alpha Financial Partners LLC | 225,175 | $6.6M | 3.5% | 0.4% | +7.0% |
| 21 | Atria Investments, Inc | 220,574 | $6.5M | 0.1% | 0.4% | +29.5% |
| 22 | Cambridge Investment Research Advisors, Inc. | 218,122 | $6.4M | 0.0% | 0.4% | +44.5% |
| 23 | SMART Wealth LLC | 216,960 | $6.4M | 1.4% | 0.4% | +100.2% |
| 24 | Savvy Advisors, Inc. | 206,833 | $6.1M | 0.1% | 0.4% | +39.9% |
| 25 | SUMITOMO MITSUI FINANCIAL GROUP, INC. | 194,734 | $5.7M | 0.1% | 0.4% | -12.6% |
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.