Among active 13F managers last quarter, 7 opened and 21 added, while 12 reduced; the largest holder to move was Aurelius Family Office LLC (+5.6%).
118 tracked 13F filers disclose a position in BNDW as of the latest SEC 13F filings, a combined $412.3M 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 | 1.9M | $127.6M | ▼−32% Reduced · −860K sh | Q1 2026 | |
| 2 | Amicus Financial Advisors, LLC | 470K | $32.2M | ▲+3.4% Added · +15K sh | Q2 2026 | |
| 3 | Aurelius Family Office LLC | 376K | $25.7M | ▲+5.6% Added · +20K sh | Q2 2026 | |
| 4 | Waverly Advisors, LLC | 355K | $24.3M | ▲+0.3% Added · +1K sh | Q2 2026 | |
| 5 | Bank Of America Corp | 324K | $22.1M | ▲+3.8% Added · +12K sh | Q1 2026 | |
| 6 | Two West Capital Advisors LLC | 268K | $18.1M | ▲+5.0% Added · +13K sh | Q2 2026 | |
| 7 | Envestnet Asset Management Inc | 248K | $17.0M | ▲+6.0% Added · +14K sh | Q1 2026 | |
| 8 | Applied Capital LLC | 247K | $16.9M | ▲+13% Added · +28K sh | Q2 2026 | |
| 9 | Mercer Global Advisors Inc | 245K | $16.8M | ▼−23% Reduced · −72K sh | Q1 2026 | |
| 10 | Beacon Pointe Advisors, LLC | 215K | $14.7M | ▲+3.9% Added · +8K sh | Q2 2026 | |
| 11 | Stone Summit Wealth LLC | 128K | $8.8M | ▲+3.4% Added · +4K sh | Q2 2026 | |
| 12 | E-Wealth Partners, LLC | 113K | $7.7M | ▲+11% Added · +11K sh | Q2 2026 | |
| 13 | Wells Fargo & Company | 96K | $6.5M | ▼−10% Reduced · −11K sh | Q1 2026 | |
| 14 | Mariner, LLC | 94K | $6.4M | ▲+9.0% Added · +8K sh | Q1 2026 | |
| 15 | Alhambra Investment Management LLC | 87K | $6.0M | ▲+27% Added · +18K sh | Q2 2026 | |
| 16 | Royal Bank Of Canada | 83K | $5.7M | ▲+4.1% Added · +3K sh | Q1 2026 | |
| 17 | Five Pine Wealth Management | 81K | $5.5M | ▲+3.6% Added · +3K sh | Q2 2026 | |
| 18 | BlueCrest Capital Management Ltd | 65K | $4.5M | ▲New +65K sh | Q2 2026 | |
| 19 | LPL Financial LLC | 64K | $4.4M | ▲+26% Added · +13K sh | Q1 2026 | |
| 20 | Cogent Private Wealth, Inc. | 44K | $3.0M | ▲13× Added · +40K sh | Q2 2026 | |
| 21 | US Bancorp | 43K | $3.0M | ▲42× Added · +42K sh | Q1 2026 | |
| 22 | Professional Financial Advisors, LLC | 31K | $2.1M | ▼−0.9% Reduced · −280 sh | Q2 2026 | |
| 23 | Citadel Advisors LLC | 25K | $1.7M | ▲+23% Added · +5K sh | Q2 2026 | |
| 24 | OneDigital Investment Advisors LLC | 24K | $1.6M | ▼−66% Reduced · −46K sh | Q1 2026 | |
| 25 | Geometric Wealth Advisors | 22K | $1.5M | ▲+0.8% Added · +189 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, 7 funds opened a new position in BNDW and 21 added to an existing one, while 12 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 |
|---|---|---|
| Apple IncAAPL | 53 funds | $5.6B |
| Microsoft CorpMSFT | 52 funds | $3.4B |
| Ishares Core S&P 500 ETFIVV | 51 funds | $18.6B |
| Nvidia CorpNVDA | 50 funds | $4.9B |
| Amazon.com IncAMZN | 50 funds | $4.5B |
| Vanguard Total Stock MKT ETFVTI | 49 funds | $2.1B |
| Alphabet Inc-CL AGOOGL | 48 funds | $2.5B |
| SS SPDR S&P 500 ETF Trust-USSPY | 48 funds | $1.8B |
| Vanguard S&P 500 ETFVOO | 47 funds | $3.2B |
| Alphabet Inc-CL CGOOG | 46 funds | $2.1B |
| JPMorgan Chase & CoJPM | 46 funds | $1.7B |
| Berkshire Hathaway Inc-CL BBRK/B | 46 funds | $1.4B |
Ranked by how many of BNDW's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in BNDW.
No filings captured for this ticker in the live stream yet.
Connected entities for BNDW
This ETF 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/BNDW/capital-change-brief"
Use Arkolith's capital_change_brief for BNDW. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for BNDW. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.