Market Cap
$19.7B
CW
CWB
SPDR SERIES TRUST BARCLY CNV E
$102.22 ▲ +1.15%
Prev close $101.06Market cap$19.7B
19 New Institutional Positions8 Institutional Exits
Snapshot
The big-picture read on CWB right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Inst. Holders
50 funds
Inst. Value
$2.2B
Inst. Activity
19 buys / 8 sells
SEC Reports
1
Price chart 30d +0.9%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 24, 2026 short_volume
Aug 9, 2026 SEC Short Volume: CWB — 56.4% short (0.5M / 0.8M)
Short: 452,674 | Exempt: 0 | TRF Vol: 802,237 | Short Ratio: 56.4% | Off-exchange volume (dark pool
A bullish institutional cluster formed in CWB (SPDR Series Trust convertible bond ETF) during 2026-Q2, with 5 asset mana
INST-CLUSTER — Impact 4/10
Jun 30, 2026 Inst.
ENVESTNET ASSET MANAGEMENT INC — DOUBLED
2,004,950 shares ($216.2M)
Jun 30, 2026 Inst.
LPL Financial LLC — ADD
1,628,253 shares ($175.6M)
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
1 SEC filing reports analyzed · 1 bullish, 0 bearish, 0 mixed, 0 neutral · avg impact 4.0/10.
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 24, 2026
short_volume
Short Volume: CWB — 56.4% short (0.5M / 0.8M)
Short: 452,674 | Exempt: 0 | TRF Vol: 802,237 | Short Ratio: 56.4% | Off-exchange volume (dark pool + OTC)
Sep 11, 2026
short_volume
Short Volume: CWB — 70.0% short (0.7M / 1.0M)
Short: 673,881 | Exempt: 0 | TRF Vol: 963,109 | Short Ratio: 70.0% | Off-exchange volume (dark pool + OTC)
Sep 9, 2026
ftd
FTD: CWB — 6,423 shares ($0.7M) failed to deliver
Settlement: 20260909, Price: $104.13, FTD Value: $668,826.99, STATE STREET SPDR BLOOMBERG
Sep 7, 2026
dark_pool
Dark Pool: CWB — 0.5M shares, 3,942 trades
Week starting 2026-09-07. Total ATS volume: 460,544 shares across 3,942 trades.
Sep 3, 2026
ftd
FTD: CWB — 97,648 shares ($9.9M) failed to deliver
Settlement: 20260903, Price: $101.31, FTD Value: $9,892,718.88, STATE STREET SPDR BLOOMBERG
Institutional ownership
Which big funds own CWB (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $2.2B total value (20,464,872 shares) as of 2026-Q2. Top holders: Russell, BANK, ENVESTNET. Net buying activity: 19 institutions added/increased vs 8 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Russell Investments Group, Ltd. | 0 | $0.00 | 0.0% | — |
| BANK OF AMERICA CORP /DE/ | 2,588,077 | $279.0M | 12.7% | — |
| ENVESTNET ASSET MANAGEMENT INC | 2,004,950 | $216.2M | 9.8% | DOUBLED +346.2% |
| LPL Financial LLC | 1,628,253 | $175.6M | 8.0% | ADD +30.2% |
| WELLS FARGO & COMPANY/MN | 1,524,239 | $164.3M | 7.5% | — |
| MORGAN STANLEY | 1,496,947 | $161.4M | 7.3% | — |
| Cetera Investment Advisers | 1,274,155 | $137.4M | 6.2% | DOUBLED +949.4% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,231,810 | $132.8M | 6.0% | — |
| AMERIPRISE FINANCIAL INC | 813,427 | $87.7M | 4.0% | — |
| ASSETMARK, INC | 743,030 | $80.1M | 3.6% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | DOUBLED | 449,359 | 2,004,950 | +346.2% | $216.2M |
| LPL Financial LLC | ADD | 1,250,180 | 1,628,253 | +30.2% | $175.6M |
| Cetera Investment Advisers | DOUBLED | 121,412 | 1,274,155 | +949.4% | $137.4M |
| GOLDMAN SACHS GROUP INC | TRIM | 446,402 | 246,300 | -44.8% | $26.6M |
| FIL Ltd | DOUBLED | 8,662 | 221,301 | +2454.8% | $23.9M |
| Orion Porfolio Solutions, LLC | DOUBLED | 2,675 | 167,842 | +6174.5% | $18.1M |
| CAPSTONE INVESTMENT ADVISORS, LLC | NEW | — | 130,601 | — | $14.1M |
| Allianz Asset Management GmbH | DOUBLED | 4,900 | 123,700 | +2424.5% | $13.3M |
| TD ASSET MANAGEMENT INC | DOUBLED | 27,800 | 87,800 | +215.8% | $9.5M |
| NewEdge Advisors, LLC | DOUBLED | 15,272 | 67,355 | +341.0% | $7.3M |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for CWB.
Shares short
2,567,749
Settlement Sep 15, 2026
Change vs prior
+12.3%
Semi-monthly cycle
Days to cover
4.4
At avg daily volume
All CWB filing & press-release reports (1)
- INST-CLUSTER reportAug 9, 2026