144 tracked 13F filers disclose a position in BWX as of the latest SEC 13F filings, a combined $780.5M 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 | Cerity Partners OCIO LLC | $155.6M | 7.1M | ▼−4.6% Reduced · −344K sh | Q1 2026 | |
| 2 | CI INVESTMENTS INC. | $143.0M | 6.5M | ▲New +6.5M sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $70.8M | 3.2M | ▲+4.1% Added · +128K sh | Q1 2026 | |
| 4 | JANE STREET GROUP, LLC | $64.0M | 2.9M | ▲+536% Added · +2.5M sh | Q1 2026 | |
| 5 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $56.1M | 2.6M | ▼−7.3% Reduced · −202K sh | Q1 2026 | |
| 6 | Checchi Capital Advisers, LLC | $31.4M | 1.4M | ▲+0.9% Added · +13K sh | Q2 2026 | |
| 7 | Creative Planning | $29.6M | 1.4M | ▲+23% Added · +251K sh | Q1 2026 | |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $19.0M | 868K | ▼−6.3% Reduced · −58K sh | Q1 2026 | |
| 9 | GOULD ASSET MANAGEMENT LLC /CA/ | $16.4M | 755K | ▲+4.4% Added · +32K sh | Q2 2026 | |
| 10 | TECTONIC ADVISORS LLC | $16.1M | 745K | —Held | Q2 2026 | |
| 11 | BANK OF AMERICA CORP /DE/ | $11.7M | 533K | ▲+18% Added · +80K sh | Q1 2026 | |
| 12 | Walkner Condon Financial Advisors LLC | $10.7M | 495K | ▲+1.9% Added · +9K sh | Q2 2026 | |
| 13 | LPL Financial LLC | $9.8M | 448K | ▲+5.1% Added · +22K sh | Q1 2026 | |
| 14 | CITIGROUP INC | $9.8M | 445K | ▼−0.1% Reduced · −448 sh | Q1 2026 | |
| 15 | Net Worth Advisory Group | $8.3M | 384K | ▼−1.8% Reduced · −7K sh | Q2 2026 | |
| 16 | Financial Engines Advisors L.L.C. | $7.8M | 360K | ▼−3.7% Reduced · −14K sh | Q2 2026 | |
| 17 | JPMORGAN CHASE & CO | $7.6M | 351K | ▲14× Added · +327K sh | Q1 2026 | |
| 18 | AMERIPRISE FINANCIAL INC | $7.5M | 343K | ▲+52% Added · +118K sh | Q1 2026 | |
| 19 | Cetera Investment Advisers | $7.1M | 321K | ▼−0.8% Reduced · −3K sh | Q1 2026 | |
| 20 | Ackerman Capital Advisors, LLC | $6.9M | 320K | ▼−0.2% Reduced · −613 sh | Q2 2026 | |
| 21 | Upper Left Wealth Management, LLC | $6.6M | 307K | ▼−1.8% Reduced · −6K sh | Q2 2026 | |
| 22 | PNC FINANCIAL SERVICES GROUP, INC. | $5.3M | 242K | ▼−0.4% Reduced · −896 sh | Q1 2026 | |
| 23 | NewSquare Capital LLC | $5.1M | 235K | ▲+7.4% Added · +16K sh | Q2 2026 | |
| 24 | ASSETMARK, INC | $5.1M | 234K | ▲+13% Added · +27K sh | Q2 2026 | |
| 25 | MML INVESTORS SERVICES, LLC | $4.4M | 204K | ▼−28% Reduced · −77K sh | Q2 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, 3 funds opened a new position in BWX and 23 added to an existing one, while 18 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 |
|---|---|---|
| APPLE INCAAPL | 68 funds | $17.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 67 funds | $3.7B |
| MICROSOFT CORPMSFT | 66 funds | $18.1B |
| SPDR GOLD SHARESGLD | 66 funds | $1.0B |
| VANGUARD FTSE EMERGING MARKEVWO | 65 funds | $831.5M |
| ISHARES CORE S&P 500 ETFIVV | 64 funds | $6.6B |
| NVIDIA CORPNVDA | 63 funds | $23.6B |
| ALPHABET INC-CL AGOOGL | 63 funds | $13.1B |
| ALPHABET INC-CL CGOOG | 63 funds | $7.6B |
| JPMORGAN CHASE & COJPM | 63 funds | $5.8B |
| TESLA INCTSLA | 63 funds | $4.0B |
| ABBVIE INCABBV | 63 funds | $3.8B |
Ranked by how many of BWX's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
| Class | 13F holders | Value held |
|---|---|---|
| SPYMcs | 1557 funds | $84.6B |
| SPYGcs | 1301 funds | $34.1B |
| SDYcs | 1153 funds | $9.1B |
| SPYVcs | 1122 funds | $27.2B |
| XBIcs | 838 funds | $16.7B |
| SPMDcs | 772 funds | $13.1B |
| SPTMcs | 716 funds | $8.1B |
| SLYVcs | 574 funds | $2.8B |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for BWX
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/BWX/capital-change-brief"
Use Arkolith's capital_change_brief for BWX. 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 BWX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.