135 tracked 13F filers disclose a position in BWB as of the latest SEC 13F filings, a combined $267.2M 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 | BlackRock, Inc. | $28.1M | 1.6M | ▼−1.0% Reduced · −16K sh | Q1 2026 | |
| 2 | ALLIANCEBERNSTEIN L.P. | $23.0M | 1.3M | ▼−2.1% Reduced · −28K sh | Q1 2026 | |
| 3 | DIMENSIONAL FUND ADVISORS LP | $18.7M | 1.1M | ▲+2.5% Added · +26K sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $16.3M | 920K | →First observed position No prior filed position | Q1 2026 | |
| 5 | AMERICAN CENTURY COMPANIES INC | $10.9M | 618K | ▲+10% Added · +56K sh | Q1 2026 | |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | $11.7M | 557K | ▲+12% Added · +61K sh | Q2 2026 | |
| 7 | STATE STREET CORP | $9.9M | 469K | ▲+3.1% Added · +14K sh | Q2 2026 | |
| 8 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $7.7M | 435K | ▼−1.0% Reduced · −4K sh | Q1 2026 | |
| 9 | Rhino Investment Partners, Inc | $7.6M | 430K | ▲+5.5% Added · +23K sh | Q1 2026 | |
| 10 | Tradition Wealth Management, LLC | $7.4M | 350K | ▼−0.7% Reduced · −2K sh | Q2 2026 | |
| 11 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $6.2M | 348K | ▲+11% Added · +34K sh | Q1 2026 | |
| 12 | NEXT CENTURY GROWTH INVESTORS LLC | $6.7M | 318K | ▼−4.5% Reduced · −15K sh | Q2 2026 | |
| 13 | RENAISSANCE TECHNOLOGIES LLC | $5.6M | 314K | ▼−3.7% Reduced · −12K sh | Q1 2026 | |
| 14 | KENNEDY CAPITAL MANAGEMENT LLC | $5.1M | 287K | ▲+1.9% Added · +5K sh | Q1 2026 | |
| 15 | Ancora Advisors LLC | $5.0M | 239K | ▲+1.0% Added · +2K sh | Q2 2026 | |
| 16 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $4.0M | 229K | ▼−1.0% Reduced · −2K sh | Q1 2026 | |
| 17 | Hillsdale Investment Management Inc. | $3.8M | 212K | ▼−0.4% Reduced · −900 sh | Q1 2026 | |
| 18 | Russell Investments Group, Ltd. | $3.6M | 206K | ▼−0.3% Reduced · −570 sh | Q1 2026 | |
| 19 | MORGAN STANLEY | $3.5M | 198K | ▲+17% Added · +29K sh | Q1 2026 | |
| 20 | Hodges Capital Management Inc. | $4.1M | 193K | ▼−17% Reduced · −41K sh | Q2 2026 | |
| 21 | JPMORGAN CHASE & CO | $3.2M | 180K | ▼−10% Reduced · −20K sh | Q1 2026 | |
| 22 | TWO SIGMA INVESTMENTS, LP | $3.1M | 174K | ▲+34% Added · +44K sh | Q1 2026 | |
| 23 | NORTHERN TRUST CORP | $3.0M | 171K | ▲+3.6% Added · +6K sh | Q1 2026 | |
| 24 | ALGERT GLOBAL LLC | $3.6M | 170K | ▲New +170K sh | Q2 2026 | |
| 25 | MALTESE CAPITAL MANAGEMENT LLC | $3.0M | 167K | ▼−5.1% Reduced · −9K 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, 6 funds opened a new position in BWB and 21 added to an existing one, while 23 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 | 67 funds | $155.5B |
| ALPHABET INC-CL AGOOGL | 67 funds | $88.4B |
| APPLE INCAAPL | 65 funds | $168.8B |
| TESLA INCTSLA | 65 funds | $38.3B |
| BANK OF AMERICA CORPBAC | 65 funds | $19.3B |
| JPMORGAN CHASE & COJPM | 64 funds | $33.7B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 64 funds | $20.5B |
| NVIDIA CORPNVDA | 63 funds | $219.4B |
| AMAZON.COM INCAMZN | 63 funds | $109.4B |
| META PLATFORMS INC-CLASS AMETA | 63 funds | $60.9B |
| BROADCOM INCAVGO | 61 funds | $92.6B |
| ALPHABET INC-CL CGOOG | 61 funds | $75.6B |
Ranked by how many of BWB's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 28, 2026 | Juran David B. | Director | Sell (S) | 518 | $11K |
| Aug 25, 2026 | Juran David B. | Director | Sell (S) | 940 | $20K |
| Aug 24, 2026 | Juran David B. | Director | Sell (S) | 25K | $543K |
| Aug 21, 2026 | Juran David B. | Director | Sell (S) | 15K | $324K |
| Aug 17, 2026 | Baack Jerry J. | CEO, Director | Sell (S) | 10K | $225K |
| Aug 14, 2026 | Baack Jerry J. | CEO, Director | Sell (S) | 15K | $333K |
| Aug 13, 2026 | Baack Jerry J. | CEO, Director | Sell (S) | 10K | $220K |
| Aug 6, 2026 | Shellberg Jeffrey D. | Director | Sell (S) | 40K | $850K |
| Aug 5, 2026 | Shellberg Jeffrey D. | Director | Sell (S) | 160K | $3.4M |
| Aug 4, 2026 | Crocker Mary Jayne | Director | Sell (S) | 11K | $231K |
| Jul 30, 2026 | Crocker Mary Jayne | Director | Sell (S) | 11 | $233 |
| Jul 29, 2026 | Baack Jerry J. | CEO, Director | Sell (S) | 11K | $237K |
Connected entities for BWB
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/BWB/capital-change-brief"
Use Arkolith's capital_change_brief for BWB. 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 BWB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.