44 tracked 13F filers disclose a position in BWG as of the latest SEC 13F filings, a combined $54.9M 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 | MORGAN STANLEY | $13.5M | 1.8M | ▼−1.3% Reduced · −24K sh | Q1 2026 | |
| 2 | Pathstone Holdings, LLC | $12.8M | 1.7M | ▲+0.1% Added · +2K sh | Q1 2026 | |
| 3 | Allspring Global Investments Holdings, LLC | $5.9M | 740K | —Held | Q2 2026 | |
| 4 | Shaker Financial Services, LLC | $3.8M | 474K | ▲+20% Added · +78K sh | Q2 2026 | |
| 5 | WELLS FARGO & COMPANY/MN | $3.6M | 469K | ▼−5.5% Reduced · −28K sh | Q1 2026 | |
| 6 | Advisors Asset Management, Inc. | $2.6M | 334K | ▼−0.7% Reduced · −2K sh | Q2 2026 | |
| 7 | BANK OF AMERICA CORP /DE/ | $2.2M | 287K | ▼−24% Reduced · −93K sh | Q1 2026 | |
| 8 | Rareview Capital LLC | $1.5M | 179K | ▲+57% Added · +65K sh | Q2 2026 | |
| 9 | STEPHENS INC /AR/ | $1.3M | 159K | ▲~0% Added · +45 sh | Q2 2026 | |
| 10 | Matisse Capital | $1.2M | 146K | —Held | Q2 2026 | |
| 11 | LPL Financial LLC | $1.1M | 146K | ▲+9.0% Added · +12K sh | Q1 2026 | |
| 12 | RAYMOND JAMES FINANCIAL INC | $676K | 88K | ▲+13% Added · +10K sh | Q1 2026 | |
| 13 | ROYAL BANK OF CANADA | $622K | 81K | ▲+21% Added · +14K sh | Q1 2026 | |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $469K | 61K | ▼−16% Reduced · −12K sh | Q1 2026 | |
| 15 | ECLECTIC ASSOCIATES INC /ADV | $353K | 44K | ▲+8.6% Added · +4K sh | Q2 2026 | |
| 16 | Logan Stone Capital, LLC | $330K | 43K | ▲New +43K sh | Q1 2026 | |
| 17 | NewEdge Advisors, LLC | $320K | 40K | ▼−8.6% Reduced · −4K sh | Q2 2026 | |
| 18 | GUGGENHEIM CAPITAL LLC | $261K | 34K | ▼−64% Reduced · −60K sh | Q1 2026 | |
| 19 | Apollon Wealth Management, LLC | $241K | 31K | —Held | Q1 2026 | |
| 20 | Closed-End Fund Advisors, Inc. | $238K | 30K | ▲+34% Added · +8K sh | Q2 2026 | |
| 21 | AlphaCore Capital LLC | $230K | 29K | ▼−6.5% Reduced · −2K sh | Q2 2026 | |
| 22 | AMERIPRISE FINANCIAL INC | $186K | 24K | ▼−51% Reduced · −25K sh | Q1 2026 | |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | $151K | 20K | ▲+0.6% Added · +113 sh | Q1 2026 | |
| 24 | Van Diest Capital, LLC | $152K | 19K | ▲+14% Added · +2K sh | Q2 2026 | |
| 25 | Cerity Partners LLC | $147K | 19K | —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, 2 funds opened a new position in BWG and 8 added to an existing one, while 4 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 | 16 funds | $2.3B |
| INVESCO QQQ TRUST SERIES 1QQQ | 15 funds | $608.8M |
| CISCO SYSTEMS INCCSCO | 15 funds | $455.1M |
| APPLE INCAAPL | 14 funds | $3.4B |
| NVIDIA CORPNVDA | 14 funds | $3.3B |
| AMAZON.COM INCAMZN | 14 funds | $2.3B |
| ALPHABET INC-CL AGOOGL | 14 funds | $2.0B |
| BROADCOM INCAVGO | 14 funds | $1.9B |
| ALPHABET INC-CL CGOOG | 14 funds | $1.3B |
| META PLATFORMS INC-CLASS AMETA | 14 funds | $1.2B |
| WALMART INCWMT | 14 funds | $854.7M |
| JPMORGAN CHASE & COJPM | 14 funds | $792.3M |
Ranked by how many of BWG's institutional holders also hold each name, a cross-fund conviction signal.
Connected entities for BWG
This ETF 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/BWG/capital-change-brief"
Use Arkolith's capital_change_brief for BWG. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + 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.