101 tracked 13F filers disclose a position in BWFG as of the latest SEC 13F filings, a combined $145.9M 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. | $23.3M | 480K | ▼−2.2% Reduced · −11K sh | Q1 2026 | |
| 2 | DIMENSIONAL FUND ADVISORS LP | $15.5M | 319K | ▲+1.5% Added · +5K sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $13.7M | 283K | →First observed position No prior filed position | Q1 2026 | |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | $7.6M | 156K | ▼−1.9% Reduced · −3K sh | Q1 2026 | |
| 5 | STATE STREET CORP | $6.3M | 131K | ▲+13% Added · +15K sh | Q1 2026 | |
| 6 | RENAISSANCE TECHNOLOGIES LLC | $5.2M | 108K | ▼−7.4% Reduced · −9K sh | Q1 2026 | |
| 7 | GM Advisory Group, LLC | $5.2M | 106K | ▲+0.4% Added · +439 sh | Q1 2026 | |
| 8 | AMERICAN CENTURY COMPANIES INC | $5.1M | 106K | ▲+51% Added · +36K sh | Q1 2026 | |
| 9 | Hillsdale Investment Management Inc. | $5.1M | 106K | ▲+6.0% Added · +6K sh | Q1 2026 | |
| 10 | GOLDMAN SACHS GROUP INC | $4.4M | 91K | ▲+56% Added · +33K sh | Q1 2026 | |
| 11 | TWO SIGMA INVESTMENTS, LP | $4.1M | 85K | ▲+25% Added · +17K sh | Q1 2026 | |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $3.4M | 70K | ▲+0.3% Added · +216 sh | Q1 2026 | |
| 13 | Nuveen, LLC | $3.3M | 67K | ▲+58% Added · +25K sh | Q1 2026 | |
| 14 | NORTHERN TRUST CORP | $3.2M | 66K | ▲+2.6% Added · +2K sh | Q1 2026 | |
| 15 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $2.7M | 55K | ▲+5.1% Added · +3K sh | Q1 2026 | |
| 16 | Qube Research & Technologies Ltd | $2.6M | 53K | ▲+53% Added · +18K sh | Q1 2026 | |
| 17 | AQR CAPITAL MANAGEMENT LLC | $2.5M | 51K | ▲+149% Added · +30K sh | Q1 2026 | |
| 18 | VANGUARD FIDUCIARY TRUST CO | $2.2M | 45K | →First observed position No prior filed position | Q1 2026 | |
| 19 | SEI INVESTMENTS CO | $2.0M | 41K | ▲+111% Added · +22K sh | Q1 2026 | |
| 20 | VANGUARD PORTFOLIO MANAGEMENT LLC | $1.9M | 39K | →First observed position No prior filed position | Q1 2026 | |
| 21 | MORGAN STANLEY | $1.6M | 33K | ▼−11% Reduced · −4K sh | Q1 2026 | |
| 22 | Trexquant Investment LP | $1.5M | 30K | ▼−24% Reduced · −9K sh | Q1 2026 | |
| 23 | Empowered Funds, LLC | $1.5M | 30K | ▲+9.9% Added · +3K sh | Q1 2026 | |
| 24 | ALLIANCEBERNSTEIN L.P. | $1.2M | 27K | ▲New +27K sh | Q1 2026 | |
| 25 | KENNEDY CAPITAL MANAGEMENT LLC | $1.2M | 25K | —Held | 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, 9 funds opened a new position in BWFG and 20 added to an existing one, while 12 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 |
|---|---|---|
| VISA INC-CLASS A SHARESV | 27 funds | $1.8B |
| AUTOMATIC DATA PROCESSINGADP | 27 funds | $380.2M |
| INTERACTIVE BROKERS GRO-CL AIBKR | 27 funds | $97.2M |
| MICROSOFT CORPMSFT | 26 funds | $8.4B |
| AMAZON.COM INCAMZN | 26 funds | $7.7B |
| ALPHABET INC-CL CGOOG | 26 funds | $3.9B |
| ELI LILLY & COLLY | 26 funds | $2.4B |
| COSTCO WHOLESALE CORPCOST | 26 funds | $1.9B |
| ARISTA NETWORKS INCANET | 26 funds | $1.5B |
| RTX CORPRTX | 26 funds | $1.4B |
| PALANTIR TECHNOLOGIES INC-APLTR | 26 funds | $1.4B |
| PROCTER & GAMBLE CO/THEPG | 26 funds | $1.4B |
Ranked by how many of BWFG's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 1, 2026 | Hildebrand Ryan Jason | Chief Innovation Officer | Sell (S) | 1K | $64K |
| Jun 5, 2026 | Lampert Todd | Director | Sell (S) | 4K | $188K |
| Jun 5, 2026 | SEIDMAN LAWRENCE B | Director | Buy (P) | 323 | $17K |
| Jun 5, 2026 | Dale Eric J | Director | Buy (P) | 588 | $32K |
| Jun 5, 2026 | Drexler Blake S | Director | Buy (P) | 79 | $4K |
| Jun 5, 2026 | Dunne Jeffrey R | Director | Buy (P) | 315 | $17K |
| Jun 5, 2026 | Porto Carl M | Director | Buy (P) | 370 | $20K |
| Jun 1, 2026 | SEIDMAN LAWRENCE B | Director | Buy (P) | 81 | $4K |
| Jun 1, 2026 | SEIDMAN LAWRENCE B | Director | Buy (P) | 98 | $5K |
| Jun 1, 2026 | SEIDMAN LAWRENCE B | Director | Buy (P) | 542 | $28K |
| Jun 1, 2026 | SEIDMAN LAWRENCE B | Director | Buy (P) | 514 | $27K |
| Jun 1, 2026 | SEIDMAN LAWRENCE B | Director | Buy (P) | 710 | $37K |
No filings captured for this ticker in the live stream yet.
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/BWFG/capital-change-brief"
Use Arkolith's capital_change_brief for BWFG. 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 BWFG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.