Among active 13F managers last quarter, 7 opened and 9 added, while 15 reduced; the largest holder to move was Rivernorth Capital Management, LLC (−7.1%). No open-market insider trades in the last 180 days.
No leg leans either way.
85 tracked 13F filers disclose a position in BRW as of the latest SEC 13F filings, a combined $113.4M 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 | Focus Partners Wealth | 3.0M | $20.0M | ▼−1.6% Reduced · −48K sh | Q1 2026 | |
| 2 | Toronto Dominion Bank | 2.3M | $15.4M | ▲New +2.3M sh | Q1 2026 | |
| 3 | Rivernorth Capital Management, LLC | 1.9M | $12.2M | ▼−7.1% Reduced · −142K sh | Q2 2026 | |
| 4 | Thomas J. Herzfeld Advisors, Inc. | 1.5M | $10.1M | ▲+9.0% Added · +128K sh | Q2 2026 | |
| 5 | Envestnet Asset Management Inc | 886K | $6.0M | ▲+40% Added · +254K sh | Q1 2026 | |
| 6 | Blue Bell Private Wealth Management, LLC | 830K | $5.5M | ▲+3.5% Added · +28K sh | Q2 2026 | |
| 7 | CSS LLC | 686K | $4.5M | ▼−3.1% Reduced · −22K sh | Q2 2026 | |
| 8 | Morgan Stanley | 642K | $4.3M | ▼−6.1% Reduced · −42K sh | Q1 2026 | |
| 9 | UBS Group AG | 476K | $3.2M | ▲+12% Added · +52K sh | Q1 2026 | |
| 10 | LPL Financial LLC | 475K | $3.2M | ▲+14% Added · +58K sh | Q1 2026 | |
| 11 | Flax Pond Capital, LLC | 406K | $2.7M | —Held | Q2 2026 | |
| 12 | Advisors Asset Management, Inc. | 297K | $2.0M | ▼−0.6% Reduced · −2K sh | Q2 2026 | |
| 13 | Ethos Financial Group, LLC | 251K | $1.6M | ▼−5.8% Reduced · −15K sh | Q2 2026 | |
| 14 | Adalta Capital Management LLC | 248K | $1.6M | ▲+3.1% Added · +7K sh | Q2 2026 | |
| 15 | Scotia Capital Inc. | 217K | $1.4M | ▼−0.2% Reduced · −477 sh | Q2 2026 | |
| 16 | J.W. Cole Advisors, Inc. | 213K | $1.4M | ▲Added Added · +213K sh | Q2 2026 | |
| 17 | Modern Wealth Management, LLC | 207K | $1.4M | ▲+3.1% Added · +6K sh | Q2 2026 | |
| 18 | Osaic Holdings, Inc. | 199K | $1.3M | ▲+17% Added · +28K sh | Q1 2026 | |
| 19 | Baird Financial Group, Inc. | 184K | $1.2M | ▼−0.5% Reduced · −891 sh | Q1 2026 | |
| 20 | Marks Group Wealth Management, Inc | 173K | $1.1M | —Held | Q2 2026 | |
| 21 | SVRN Asset Management, LLC | 171K | $1.1M | ▼−3.9% Reduced · −7K sh | Q2 2026 | |
| 22 | Yakira Capital Management, Inc. | 128K | $840K | —Held | Q2 2026 | |
| 23 | Chicago Partners Investment Group LLC | 123K | $816K | ▼−4.8% Reduced · −6K sh | Q2 2026 | |
| 24 | Raymond James Financial Inc | 113K | $763K | ▲+8.8% Added · +9K sh | Q1 2026 | |
| 25 | Choreo, LLC | 104K | $682K | ▲+10% Added · +10K 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. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 7 funds opened a new position in BRW and 9 added to an existing one, while 15 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 | 34 funds | $1.8B |
| Nvidia CorpNVDA | 33 funds | $2.4B |
| SS SPDR S&P 500 ETF Trust-USSPY | 33 funds | $1.4B |
| Alphabet Inc-CL CGOOG | 33 funds | $997.4M |
| Meta Platforms Inc-Class AMETA | 33 funds | $604.5M |
| Alphabet Inc-CL AGOOGL | 32 funds | $1.3B |
| Apple IncAAPL | 31 funds | $2.7B |
| Broadcom IncAVGO | 31 funds | $1.0B |
| Eli Lilly & CoLLY | 30 funds | $723.5M |
| JPMorgan Chase & CoJPM | 30 funds | $623.0M |
| Micron Technology IncMU | 30 funds | $588.5M |
| Johnson & JohnsonJNJ | 30 funds | $440.4M |
Ranked by how many of BRW's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in BRW.
| 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 |
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 | 25 | 29 | – |
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 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.