76 tracked 13F filers disclose a position in BRW as of the latest SEC 13F filings, a combined $99.6M 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 | Focus Partners Wealth | $20.0M | 3.0M | ▼−1.6% Reduced · −48K sh | Q1 2026 | |
| 2 | TORONTO DOMINION BANK | $15.4M | 2.3M | ▲New +2.3M sh | Q1 2026 | |
| 3 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $13.5M | 2.0M | ▼−0.7% Reduced · −13K sh | Q1 2026 | |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $6.0M | 886K | ▲+40% Added · +254K sh | Q1 2026 | |
| 5 | CSS LLC/IL | $4.8M | 708K | ▼−4.2% Reduced · −31K sh | Q1 2026 | |
| 6 | MORGAN STANLEY | $4.3M | 642K | ▼−6.1% Reduced · −42K sh | Q1 2026 | |
| 7 | UBS Group AG | $3.2M | 476K | ▲+12% Added · +52K sh | Q1 2026 | |
| 8 | LPL Financial LLC | $3.2M | 475K | ▲+14% Added · +58K sh | Q1 2026 | |
| 9 | Quarry LP | $3.1M | 459K | ▲+59% Added · +170K sh | Q1 2026 | |
| 10 | FLAX POND CAPITAL, LLC | $2.7M | 406K | ▲+2.5% Added · +10K sh | Q1 2026 | |
| 11 | Advisors Asset Management, Inc. | $2.0M | 299K | ▼−0.6% Reduced · −2K sh | Q1 2026 | |
| 12 | Adalta Capital Management LLC | $1.6M | 241K | ▲+6.6% Added · +15K sh | Q1 2026 | |
| 13 | SCOTIA CAPITAL INC. | $1.5M | 217K | ▲+0.9% Added · +2K sh | Q1 2026 | |
| 14 | J.W. COLE ADVISORS, INC. | $1.4M | 213K | ▲Added Added · +213K sh | Q2 2026 | |
| 15 | Modern Wealth Management, LLC | $1.4M | 201K | ▲+12% Added · +21K sh | Q1 2026 | |
| 16 | OSAIC HOLDINGS, INC. | $1.3M | 199K | ▲+17% Added · +28K sh | Q1 2026 | |
| 17 | Baird Financial Group, Inc. | $1.2M | 184K | ▼−0.5% Reduced · −891 sh | Q1 2026 | |
| 18 | Marks Group Wealth Management, Inc | $1.1M | 173K | —Held | Q2 2026 | |
| 19 | Logan Stone Capital, LLC | $1.0M | 153K | ▼−13% Reduced · −23K sh | Q1 2026 | |
| 20 | Chicago Partners Investment Group LLC | $816K | 123K | ▼−4.8% Reduced · −6K sh | Q2 2026 | |
| 21 | RAYMOND JAMES FINANCIAL INC | $763K | 113K | ▲+8.8% Added · +9K sh | Q1 2026 | |
| 22 | CHOREO, LLC | $682K | 104K | ▲+10% Added · +10K sh | Q2 2026 | |
| 23 | PEAK FINANCIAL ADVISORS LLC | $591K | 90K | ▲+2.3% Added · +2K sh | Q2 2026 | |
| 24 | Next Capital Management LLC | $584K | 89K | —Held | Q2 2026 | |
| 25 | IHT Wealth Management, LLC | $512K | 76K | ▲+37% Added · +21K sh | Q1 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, 5 funds opened a new position in BRW and 10 added to an existing one, while 11 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 | 28 funds | $2.3B |
| JOHNSON & JOHNSONJNJ | 28 funds | $811.1M |
| NVIDIA CORPNVDA | 26 funds | $4.9B |
| ALPHABET INC-CL AGOOGL | 26 funds | $1.7B |
| META PLATFORMS INC-CLASS AMETA | 26 funds | $1.5B |
| ALPHABET INC-CL CGOOG | 26 funds | $1.3B |
| APPLE INCAAPL | 25 funds | $3.3B |
| BROADCOM INCAVGO | 25 funds | $1.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 25 funds | $968.8M |
| AMAZON.COM INCAMZN | 24 funds | $2.7B |
| JPMORGAN CHASE & COJPM | 24 funds | $1.3B |
| ELI LILLY & COLLY | 24 funds | $647.6M |
Ranked by how many of BRW's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 1, 2024 | Weinstein Boaz | President | Sell (S) | 3K | $22K |
| Nov 15, 2022 | Weinstein Boaz | Officer, 10% Owner | Sell (S) | 28K | $220K |
| Nov 14, 2022 | Weinstein Boaz | Officer, 10% Owner | Sell (S) | 165K | $1.3M |
| Nov 9, 2022 | Saba Capital Management, L.P. | 10% Owner | Sell (S) | 7K | $54K |
| Nov 8, 2022 | Saba Capital Management, L.P. | 10% Owner | Sell (S) | 31K | $243K |
| Sep 13, 2022 | Saba Capital Management, L.P. | President, 10% Owner | Sell (S) | 4K | $35K |
| Sep 8, 2022 | Saba Capital Management, L.P. | President, 10% Owner | Sell (S) | 28K | $231K |
| Sep 7, 2022 | Weinstein Boaz | President, 10% Owner | Sell (S) | 13K | $111K |
| Sep 6, 2022 | Weinstein Boaz | President, 10% Owner | Sell (S) | 69K | $581K |
| Sep 2, 2022 | Weinstein Boaz | President, 10% Owner | Sell (S) | 44K | $369K |
| Sep 1, 2022 | Weinstein Boaz | President, 10% Owner | Sell (S) | 17K | $143K |
| Aug 31, 2022 | Weinstein Boaz | President, 10% Owner | Sell (S) | 20K | $169K |
Connected entities for BRW
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/BRW/capital-change-brief"
Use Arkolith's capital_change_brief for BRW. 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 BRW. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.