Among active 13F managers last quarter, 11 opened and 11 added, while 8 reduced; the largest holder to move was Guggenheim Capital LLC (−12%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
79 tracked 13F filers disclose a position in BLW as of the latest SEC 13F filings, a combined $133.3M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Morgan Stanley | 4.2M | $52.5M | ▼−9.3% Reduced · −425K sh | Q1 2026 | |
| 2 | Wells Fargo & Company | 1.0M | $12.9M | ▲+4.6% Added · +45K sh | Q1 2026 | |
| 3 | UBS Group AG | 639K | $8.0M | ▼−8.3% Reduced · −58K sh | Q1 2026 | |
| 4 | Guggenheim Capital LLC | 629K | $7.9M | ▼−12% Reduced · −87K sh | Q1 2026 | |
| 5 | Raymond James Financial Inc | 303K | $3.8M | ▲+6.8% Added · +19K sh | Q1 2026 | |
| 6 | Shaker Financial Services, LLC | 301K | $3.8M | ▲+167% Added · +189K sh | Q2 2026 | |
| 7 | Venture Visionary Partners LLC | 279K | $3.5M | ▼−7.2% Reduced · −22K sh | Q2 2026 | |
| 8 | Bank Of America Corp | 255K | $3.2M | ▼−17% Reduced · −53K sh | Q1 2026 | |
| 9 | Principal Securities, Inc. | 182K | $2.3M | ▲+16% Added · +25K sh | Q2 2026 | |
| 10 | Royal Bank Of Canada | 181K | $2.3M | ▲+2.9% Added · +5K sh | Q1 2026 | |
| 11 | Envestnet Asset Management Inc | 166K | $2.1M | ▲+5.3% Added · +8K sh | Q1 2026 | |
| 12 | Blue Zone Wealth Advisors, LLC | 163K | $2.0M | ▼−6.0% Reduced · −10K sh | Q2 2026 | |
| 13 | Waterfront Wealth Inc. | 156K | $2.0M | ▲+684% Added · +136K sh | Q2 2026 | |
| 14 | Fiera Capital Corp | 152K | $1.9M | ▲+3.5% Added · +5K sh | Q2 2026 | |
| 15 | Baird Financial Group, Inc. | 151K | $1.9M | ▲+8.6% Added · +12K sh | Q1 2026 | |
| 16 | Landscape Capital Management, L.L.C. | 147K | $1.8M | ▲New +147K sh | Q2 2026 | |
| 17 | LPL Financial LLC | 136K | $1.7M | ▼−16% Reduced · −26K sh | Q1 2026 | |
| 18 | Osaic Holdings, Inc. | 135K | $1.7M | ▲+0.5% Added · +712 sh | Q1 2026 | |
| 19 | Jefferies Financial Group Inc. | 130K | $1.6M | ▲+0.3% Added · +453 sh | Q2 2026 | |
| 20 | Ethos Financial Group, LLC | 111K | $1.4M | ▼−7.4% Reduced · −9K sh | Q2 2026 | |
| 21 | Lido Advisors, LLC | 99K | $1.2M | ▲+41% Added · +28K sh | Q2 2026 | |
| 22 | Kestra Advisory Services, LLC | 67K | $843K | ▲+39% Added · +19K sh | Q2 2026 | |
| 23 | Gridiron Partners, LLC | 63K | $786K | ▲Added Added · +63K sh | Q2 2026 | |
| 24 | Peregrine Asset Advisers, Inc. | 58K | $718K | ▼−1.7% Reduced · −1K sh | Q2 2026 | |
| 25 | Wealth Alliance, LLC | 55K | $683K | ▲+1.4% Added · +739 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, 11 funds opened a new position in BLW and 11 added to an existing one, while 8 reduced. 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 | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 37 funds | $3.0B |
| Amazon.com IncAMZN | 36 funds | $2.4B |
| Alphabet Inc-CL AGOOGL | 35 funds | $3.1B |
| Apple IncAAPL | 34 funds | $3.1B |
| SS SPDR S&P 500 ETF Trust-USSPY | 34 funds | $2.2B |
| Broadcom IncAVGO | 34 funds | $1.5B |
| Walmart IncWMT | 34 funds | $650.7M |
| Chevron CorpCVX | 34 funds | $355.0M |
| Cisco Systems IncCSCO | 34 funds | $347.1M |
| Nvidia CorpNVDA | 33 funds | $3.1B |
| Meta Platforms Inc-Class AMETA | 33 funds | $1.0B |
| Alphabet Inc-CL CGOOG | 33 funds | $1.0B |
Ranked by how many of BLW's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in BLW.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jan 16, 2019 | Gabbay Henry | Director | Buy (P) | 90 | $1K |
| Jan 15, 2019 | Gabbay Henry | Director | Buy (P) | 10 | $141 |
| Mar 19, 2013 | BlackRock Holdco 2, Inc. | Insider | Sell (S) | 6K | $113K |
| Dec 7, 2012 | Marshall Adrian C | Insider | Sell (S) | 500 | $9K |
| Mar 1, 2012 | Castellano Michael J | Director | Sell (P) | 600 | $10K |
| Dec 16, 2010 | Marshall Adrian C | Insider | Buy (P) | 500 | $8K |
| Jan 15, 2010 | Gabbay Henry | Director | Buy (P) | 100 | $1K |
| Feb 15, 2008 | Harris Jerrold B | Director | Buy (P) | 100 | $1K |
| Dec 20, 2007 | Beckwith George Nicholas III | Director | Buy (P) | 100 | $2K |
| Dec 8, 2006 | Amero Scott | Insider | Sell (S) 3 lots, same day | 2K | $29K |
| Nov 28, 2005 | Amero Scott | Insider | Buy (P) 2 lots, same day | 3K | $50K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 32 | 15 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
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.