67 tracked 13F filers disclose a position in BLW as of the latest SEC 13F filings, a combined $125.9M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $52.5M | 4.2M | ▼−9.3% Reduced · −425K sh | Q1 2026 | |
| 2 | WELLS FARGO & COMPANY/MN | $12.9M | 1.0M | ▲+4.6% Added · +45K sh | Q1 2026 | |
| 3 | UBS Group AG | $8.0M | 639K | ▼−8.3% Reduced · −58K sh | Q1 2026 | |
| 4 | GUGGENHEIM CAPITAL LLC | $7.9M | 629K | ▼−12% Reduced · −87K sh | Q1 2026 | |
| 5 | RAYMOND JAMES FINANCIAL INC | $3.8M | 303K | ▲+6.8% Added · +19K sh | Q1 2026 | |
| 6 | Shaker Financial Services, LLC | $3.8M | 301K | ▲+167% Added · +189K sh | Q2 2026 | |
| 7 | Venture Visionary Partners LLC | $3.5M | 279K | ▼−7.2% Reduced · −22K sh | Q2 2026 | |
| 8 | BANK OF AMERICA CORP /DE/ | $3.2M | 255K | ▼−17% Reduced · −53K sh | Q1 2026 | |
| 9 | PRINCIPAL SECURITIES, INC. | $2.3M | 182K | ▲+16% Added · +25K sh | Q2 2026 | |
| 10 | ROYAL BANK OF CANADA | $2.3M | 181K | ▲+2.9% Added · +5K sh | Q1 2026 | |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $2.1M | 166K | ▲+5.3% Added · +8K sh | Q1 2026 | |
| 12 | Blue Zone Wealth Advisors, LLC | $2.0M | 163K | ▼−6.0% Reduced · −10K sh | Q2 2026 | |
| 13 | Waterfront Wealth Inc. | $2.0M | 156K | ▲+684% Added · +136K sh | Q2 2026 | |
| 14 | Baird Financial Group, Inc. | $1.9M | 151K | ▲+8.6% Added · +12K sh | Q1 2026 | |
| 15 | Fiera Capital Corp | $1.8M | 146K | ▼−4.6% Reduced · −7K sh | Q1 2026 | |
| 16 | LPL Financial LLC | $1.7M | 136K | ▼−16% Reduced · −26K sh | Q1 2026 | |
| 17 | OSAIC HOLDINGS, INC. | $1.7M | 135K | ▲+0.5% Added · +712 sh | Q1 2026 | |
| 18 | Jefferies Financial Group Inc. | $1.6M | 129K | ▼−0.1% Reduced · −121 sh | Q1 2026 | |
| 19 | Lido Advisors, LLC | $882K | 70K | ▲+0.7% Added · +467 sh | Q1 2026 | |
| 20 | Kestra Advisory Services, LLC | $843K | 67K | ▲+39% Added · +19K sh | Q2 2026 | |
| 21 | Gridiron Partners, LLC | $786K | 63K | ▲Added Added · +63K sh | Q2 2026 | |
| 22 | Smith Asset Management Co., LLC | $666K | 53K | ▼−3.1% Reduced · −2K sh | Q2 2026 | |
| 23 | Cetera Investment Advisers | $661K | 53K | ▲+1.6% Added · +822 sh | Q1 2026 | |
| 24 | NewEdge Advisors, LLC | $524K | 42K | ▼−11% Reduced · −5K sh | Q1 2026 | |
| 25 | LANARK FINANCIAL, INC. | $512K | 41K | ▲+15% Added · +5K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 6 funds opened a new position in BLW and 9 added to an existing one, while 7 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 29 funds | $2.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 29 funds | $1.7B |
| ALPHABET INC-CL AGOOGL | 28 funds | $2.7B |
| APPLE INCAAPL | 28 funds | $2.6B |
| AMAZON.COM INCAMZN | 28 funds | $1.7B |
| WALMART INCWMT | 28 funds | $676.5M |
| BROADCOM INCAVGO | 27 funds | $961.8M |
| META PLATFORMS INC-CLASS AMETA | 27 funds | $888.0M |
| COSTCO WHOLESALE CORPCOST | 27 funds | $482.6M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 27 funds | $472.0M |
| NVIDIA CORPNVDA | 26 funds | $2.4B |
| INVESCO QQQ TRUST SERIES 1QQQ | 26 funds | $1.7B |
Ranked by how many of BLW's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
Connected entities for BLW
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/BLW/capital-change-brief"
Use Arkolith's capital_change_brief for BLW. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for BLW. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.