Who Owns BARCLAY CAP CONV ETF (CWB)? -- Institutional Holders (2026-06-30)

608 institutions reported holding $3.71B of BARCLAY CAP CONV ETF (CWB) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($279.0M), ENVESTNET ASSET MANAGEMENT INC ($216.2M), Howard Capital Management Inc. ($214.9M), LPL Financial LLC ($175.6M), WELLS FARGO & COMPANY/MN ($164.3M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	BANK OF AMERICA CORP /DE/	$279.0M	2.6M	Trimmed
2	ENVESTNET ASSET MANAGEMENT INC	$216.2M	2.0M	Added
3	Howard Capital Management Inc.	$214.9M	2.0M	Added
4	LPL Financial LLC	$175.6M	1.6M	Added
5	WELLS FARGO & COMPANY/MN	$164.3M	1.5M	Added
6	MORGAN STANLEY	$161.4M	1.5M	Trimmed
7	Cetera Investment Advisers	$137.4M	1.3M	Added
8	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$132.8M	1.2M	Added
9	BESSEMER GROUP INC	$131.1M	1.2M	Hold
10	AMERIPRISE FINANCIAL INC	$87.7M	813,427	Trimmed
11	ASSETMARK, INC	$80.1M	743,030	Trimmed
12	PNC Financial Services Group, Inc.	$79.4M	736,701	Trimmed
13	DEUTSCHE BANK AG\	$73.8M	684,479	Hold
14	Goodman Advisory Group, LLC	$56.7M	526,030	Added
15	UBS Group AG	$52.8M	489,822	Added
16	BANK OF MONTREAL /CAN/	$45.6M	422,729	Trimmed
17	Royal Bank of Canada	$42.0M	389,739	Added
18	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$39.4M	365,834	Trimmed
19	One Wealth Map LLC	$38.2M	388,508	Added
20	RAYMOND JAMES FINANCIAL INC	$38.2M	354,204	Added
21	Cambridge Investment Research Advisors, Inc.	$30.8M	285,367	Added
22	Horizon Investments, LLC	$29.2M	272,048	New
23	POTOMAC FUND MANAGEMENT INC /ADV	$27.7M	257,100	New
24	GOLDMAN SACHS GROUP INC	$26.6M	246,300	Trimmed
25	River Wealth Advisors LLC	$25.7M	238,819	Added

来源：SEC 13F 申报文件 · 截至 2026-06-30