The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This stock page is the Follow view. The Build view lets your agent query BWG owners, fund changes, insider filings, and source links through REST or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/BWG"
Use Arkolith to show who owns BWG, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Pathstone Holdings, LLC | $12.8M | 1.7M | ▲+0.1% Added · +2K sh | Q1 2026 | |
| 2 | Allspring Global Investments Holdings, LLC | $5.7M | 740K | —Held | Q1 2026 | |
| 3 | Advisors Asset Management, Inc. | $2.6M | 336K | ▼−25% Reduced · −111K sh | Q1 2026 | |
| 4 | Private Advisor Group, LLC | $1.3M | 168K | ▲+15% Added · +22K sh | Q1 2026 | |
| 5 | STEPHENS INC /AR/ | $1.2M | 159K | ▲+17% Added · +23K sh | Q1 2026 | |
| 6 | NewEdge Advisors, LLC | $338K | 44K | ▼−2.0% Reduced · −900 sh | Q1 2026 | |
| 7 | AlphaCore Capital LLC | $238K | 31K | —Held | Q1 2026 | |
| 8 | EVOLVE PRIVATE WEALTH, LLC | $129K | 17K | ▼−0.3% Reduced · −48 sh | Q1 2026 | |
| 9 | OPPENHEIMER & CO INC | $109K | 14K | —Held | Q1 2026 | |
| 10 | Steward Partners Investment Advisory, LLC | $8K | 1K | ▼−77% Reduced · −3K sh | Q1 2026 | |
| 11 | WHITTIER TRUST CO OF NEVADA INC | $7K | 863 | ▲New +863 sh | Q1 2026 | |
| 12 | Larson Financial Group LLC | $5K | 665 | —Held | Q1 2026 | |
| 13 | Root Financial Partners, LLC | $2K | 320 | ▲New +320 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 |
|---|---|---|---|---|---|
| Sep 4, 2025 | Mason Peter Daniel Charles | Director | Buy (P) | 2K | $20K |
| May 27, 2025 | GRILLO ANTHONY | Director | Buy (P) | 2K | $12K |
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 14 funds | $6.6B |
| NVIDIA CORPNVDA | 14 funds | $6.4B |
| MICROSOFT CORPMSFT | 14 funds | $5.9B |
| AMAZON.COM INCAMZN | 14 funds | $4.3B |
| ALPHABET INC-CL AGOOGL | 14 funds | $3.8B |
| BROADCOM INCAVGO | 14 funds | $3.1B |
| ALPHABET INC-CL CGOOG | 14 funds | $2.5B |
| META PLATFORMS INC-CLASS AMETA | 14 funds | $2.5B |
| JPMORGAN CHASE & COJPM | 14 funds | $2.3B |
| VISA INC-CLASS A SHARESV | 14 funds | $1.5B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 14 funds | $1.5B |
| WALMART INCWMT | 14 funds | $1.5B |
Ranked by how many of BWG'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 BWG. 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.