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.
| # | 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 | $31.5M | 1.4M | ▼−6.4% Reduced · −99K sh | Q1 2026 | |
| 7 | Creative Planning | $29.6M | 1.4M | ▲+23% Added · +251K sh | Q1 2026 | |
| 8 | STATE STREET CORP | $24.1M | 1.1M | ▲77× Added · +1.1M sh | Q1 2026 | |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $19.0M | 868K | ▼−6.3% Reduced · −58K sh | Q1 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 | LPL Financial LLC | $9.8M | 448K | ▲+5.1% Added · +22K sh | Q1 2026 | |
| 13 | CITIGROUP INC | $9.8M | 445K | ▼−0.1% Reduced · −448 sh | Q1 2026 | |
| 14 | Net Worth Advisory Group | $8.3M | 384K | ▼−1.8% Reduced · −7K sh | Q2 2026 | |
| 15 | Financial Engines Advisors L.L.C. | $8.2M | 374K | ▼−5.8% Reduced · −23K sh | Q1 2026 | |
| 16 | JPMORGAN CHASE & CO | $7.6M | 351K | ▲14× Added · +327K sh | Q1 2026 | |
| 17 | AMERIPRISE FINANCIAL INC | $7.5M | 343K | ▲+52% Added · +118K sh | Q1 2026 | |
| 18 | Cetera Investment Advisers | $7.1M | 321K | ▼−0.8% Reduced · −3K sh | Q1 2026 | |
| 19 | Upper Left Wealth Management, LLC | $6.6M | 307K | ▼−1.8% Reduced · −6K sh | Q2 2026 | |
| 20 | MML INVESTORS SERVICES, LLC | $6.2M | 281K | ▲+24% Added · +54K sh | Q1 2026 | |
| 21 | Point Nemo Capital, LLC | $5.8M | 264K | ▲+172% Added · +167K sh | Q1 2026 | |
| 22 | PNC FINANCIAL SERVICES GROUP, INC. | $5.3M | 242K | ▼−0.4% Reduced · −896 sh | Q1 2026 | |
| 23 | ASSETMARK, INC | $4.5M | 207K | ▲+3.0% Added · +6K sh | Q1 2026 | |
| 24 | WELLS FARGO & COMPANY/MN | $4.2M | 191K | ▼−7.2% Reduced · −15K sh | Q1 2026 | |
| 25 | Baron Financial Group, LLC | $3.6M | 165K | ▲+10% Added · +16K 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.
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| SPDR GOLD SHARESGLD | 55 funds | $2.6B |
| APPLE INCAAPL | 54 funds | $15.2B |
| BROADCOM INCAVGO | 54 funds | $6.1B |
| VANGUARD FTSE DEVELOPED ETFVEA | 54 funds | $4.1B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 54 funds | $3.9B |
| MICROSOFT CORPMSFT | 53 funds | $12.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 53 funds | $12.0B |
| VANGUARD S&P 500 ETFVOO | 53 funds | $9.7B |
| AMAZON.COM INCAMZN | 53 funds | $9.0B |
| JPMORGAN CHASE & COJPM | 53 funds | $5.4B |
| ALPHABET INC-CL CGOOG | 53 funds | $5.3B |
| VANGUARD FTSE EMERGING MARKEVWO | 53 funds | $4.0B |
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.