| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | Cerity Partners OCIO LLC | $155.6M | 7.09M | Reduced | Q1 2026 |
| 2 | Checchi Capital Advisers, LLC | $31.5M | 1.43M | Reduced | Q1 2026 |
| 3 | STATE STREET CORP | $24.1M | 1.10M | Added | Q1 2026 |
| 4 | TECTONIC ADVISORS LLC | $16.3M | 744.8K | Added | Q1 2026 |
| 5 | Financial Engines Advisors L.L.C. | $8.2M | 374.0K | Reduced | Q1 2026 |
| 6 | MML INVESTORS SERVICES, LLC | $6.2M | 280.8K | Added | Q1 2026 |
| 7 | ASSETMARK, INC | $4.5M | 206.6K | Added | Q1 2026 |
| 8 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $1.9M | 84.6K | Added | Q1 2026 |
| 9 | Smartleaf Asset Management LLC | $1.4M | 62.5K | Added | Q1 2026 |
| 10 | Envestnet Portfolio Solutions, Inc. | $1.3M | 57.0K | Reduced | Q1 2026 |
| 11 | Pure Financial Advisors, LLC | $1.1M | 50.6K | New | Q1 2026 |
| 12 | Pathstone Holdings, LLC | $918K | 41.8K | Reduced | Q1 2026 |
| 13 | AMG National Trust Bank | $832K | 37.9K | New | Q1 2026 |
| 14 | Cresset Asset Management, LLC | $623K | 28.4K | Reduced | Q1 2026 |
| 15 | Vontobel Holding Ltd. | $602K | 27.4K | Added | Q1 2026 |
| 16 | PRINCIPAL SECURITIES, INC. | $593K | 27.0K | Added | Q1 2026 |
| 17 | FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | $565K | 25.7K | Reduced | Q1 2026 |
| 18 | Concurrent Investment Advisors, LLC | $526K | 24.0K | Added | Q1 2026 |
| 19 | RFG Advisory, LLC | $506K | 23.1K | Reduced | Q1 2026 |
| 20 | Atria Investments, Inc | $505K | 23.0K | Added | Q1 2026 |
| 21 | Kestra Advisory Services, LLC | $435K | 19.8K | Reduced | Q1 2026 |
| 22 | Snowden Capital Advisors LLC | $362K | 16.5K | Reduced | Q1 2026 |
| 23 | Csenge Advisory Group | $359K | 16.4K | Added | Q1 2026 |
| 24 | CHOREO, LLC | $344K | 15.7K | Reduced | Q1 2026 |
| 25 | Summit Financial, LLC | $265K | 12.1K | Reduced | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| SPDR Gold ShareGLD | 55 funds | $3.0B |
| Apple IncAAPL | 54 funds | $168.0B |
| Broadcom LtdAVGO | 54 funds | $65.3B |
| Berkshire Hathaway Inc BBRK/B | 54 funds | $39.3B |
| Vanguard FTSE Developed Markets ETFVEA | 54 funds | $4.1B |
| Microsoft CorpMSFT | 53 funds | $126.3B |
| Amazon Com IncAMZN | 53 funds | $90.3B |
| Alphabet CGOOG | 53 funds | $58.5B |
| Tesla IncTSLA | 53 funds | $45.6B |
| JPMorgan Chase & CoJPM | 53 funds | $42.0B |
| Exxon Mobil CorpXOM | 53 funds | $39.4B |
| LILLY ELI & CO COMLLY | 53 funds | $35.8B |
Ranked by how many of BWX's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
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. Every panel above is one call to the Arkolith API & MCP server.