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/BW/capital-change-brief"
Use Arkolith's capital_change_brief for BW. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BRC Group Holdings, Inc. | $403.2M | 27.4M | —Held | Q1 2026 | |
| 2 | Hood River Capital Management LLC | $170.5M | 11.6M | ▲+9.0% Added · +955K sh | Q1 2026 | |
| 3 | GENDELL JEFFREY L | $75.3M | 5.1M | ▲+1.6% Added · +80K sh | Q1 2026 | |
| 4 | Neuberger Berman Group LLC | $73.9M | 5.1M | ▼−17% Reduced · −1.0M sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $65.4M | 4.5M | ▲New +4.5M sh | Q1 2026 | |
| 6 | JANE STREET GROUP, LLC | $53.9M | 3.7M | ▲+183% Added · +2.4M sh | Q1 2026 | |
| 7 | AMERIPRISE FINANCIAL INC | $52.9M | 3.6M | ▲+50% Added · +1.2M sh | Q1 2026 | |
| 8 | MARSHALL WACE, LLP | $50.1M | 3.4M | ▲+1.2% Added · +40K sh | Q1 2026 | |
| 9 | MILLENNIUM MANAGEMENT LLC | $49.5M | 3.4M | ▲+169% Added · +2.1M sh | Q1 2026 | |
| 10 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $43.7M | 3.0M | ▲+777% Added · +2.6M sh | Q1 2026 | |
| 11 | CITADEL ADVISORS LLC | $37.5M | 2.6M | ▲+198% Added · +1.7M sh | Q1 2026 | |
| 12 | PRICE T ROWE ASSOCIATES INC /MD/ | $27.2M | 1.9M | ▲New +1.9M sh | Q1 2026 | |
| 13 | BlackRock, Inc. | $23.8M | 1.6M | ▲+18% Added · +247K sh | Q1 2026 | |
| 14 | UBS Group AG | $23.7M | 1.6M | ▲+12% Added · +169K sh | Q1 2026 | |
| 15 | Situational Awareness LP | $19.9M | 1.4M | —Held | Q1 2026 | |
| 16 | Situational Awareness Partners LP | $19.9M | 1.4M | ▲New +1.4M sh | Q1 2026 | |
| 17 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $18.8M | 1.3M | ▲+62% Added · +489K sh | Q1 2026 | |
| 18 | Qube Research & Technologies Ltd | $16.6M | 1.1M | ▲+143% Added · +666K sh | Q1 2026 | |
| 19 | BANK OF AMERICA CORP /DE/ | $16.1M | 1.1M | ▲18× Added · +1.0M sh | Q1 2026 | |
| 20 | BNP PARIBAS FINANCIAL MARKETS | $15.7M | 1.1M | ▲+15% Added · +139K sh | Q1 2026 | |
| 21 | Legal & General Group Plc | $15.3M | 1.0M | ▼−81% Reduced · −4.3M sh | Q1 2026 | |
| 22 | GEODE CAPITAL MANAGEMENT, LLC | $14.0M | 951K | ▲+2.1% Added · +19K sh | Q1 2026 | |
| 23 | SEI INVESTMENTS CO | $12.8M | 874K | ▲+42% Added · +259K sh | Q1 2026 | |
| 24 | Connor, Clark & Lunn Investment Management Ltd. | $12.4M | 844K | ▲+186% Added · +549K sh | Q1 2026 | |
| 25 | GOLDMAN SACHS GROUP INC | $12.1M | 822K | ▲+129% Added · +463K 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 29, 2026 | Dziewisz John J | General Counsel & Secretary | Option exercise (M) | 50K | $0 |
| May 29, 2026 | Dziewisz John J | General Counsel & Secretary | Grant (A) | 50K | $0 |
| May 29, 2026 | Dziewisz John J | General Counsel & Secretary | Option exercise (M) | 53K | $0 |
| May 29, 2026 | Dziewisz John J | General Counsel & Secretary | Option exercise (M) | 115K | $0 |
| May 29, 2026 | Dziewisz John J | General Counsel & Secretary | Tax withholding (F) | 22K | $423K |
| May 29, 2026 | Dziewisz John J | General Counsel & Secretary | Option exercise (M) | 50K | $959K |
| May 29, 2026 | Dziewisz John J | General Counsel & Secretary | Tax withholding (F) | 24K | $451K |
| May 29, 2026 | Dziewisz John J | General Counsel & Secretary | Option exercise (M) | 53K | $1.0M |
| May 29, 2026 | Dziewisz John J | General Counsel & Secretary | Tax withholding (F) | 51K | $973K |
| May 29, 2026 | Dziewisz John J | General Counsel & Secretary | Option exercise (M) | 115K | $2.2M |
| May 15, 2026 | Tato Joseph A | Director | Option exercise (M) | 85K | $0 |
| May 15, 2026 | Tato Joseph A | Director | Grant (A) | 9K | $0 |
| Class | 13F holders | Value held |
|---|---|---|
| BWthis pageStock | 118 funds | $1.4B |
| 05614L506PREFERRED STOCK | 1 funds | $11K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
| Company | Co-held by | Combined value |
|---|---|---|
| MICRON TECHNOLOGY INCMU | 45 funds | $4.7B |
| MICROSOFT CORPMSFT | 44 funds | $17.7B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 44 funds | $4.4B |
| NVIDIA CORPNVDA | 43 funds | $23.7B |
| APPLE INCAAPL | 43 funds | $21.2B |
| META PLATFORMS INC-CLASS AMETA | 43 funds | $8.9B |
| AMAZON.COM INCAMZN | 42 funds | $14.6B |
| ALPHABET INC-CL AGOOGL | 42 funds | $12.3B |
| ELI LILLY & COLLY | 42 funds | $5.2B |
| MASTERCARD INC - AMA | 42 funds | $3.7B |
| SANDISK CORPSNDK | 42 funds | $2.7B |
| ADVANCED MICRO DEVICESAMD | 42 funds | $2.3B |
Ranked by how many of BW's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for BW. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.