Among active 13F managers last quarter, 1 opened and 12 added, while 9 reduced; the largest holder to move was Quent Capital, LLC (+4.3%).
69 tracked 13F filers disclose a position in BWZ as of the latest SEC 13F filings, a combined $166.0M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Quent Capital, LLC | 1.2M | $31.1M | ▲+4.3% Added · +48K sh | Q2 2026 | |
| 2 | Checchi Capital Advisers, LLC | 618K | $16.5M | ▼−3.5% Reduced · −23K sh | Q2 2026 | |
| 3 | Cresset Asset Management, LLC | 304K | $8.1M | ▼−1.7% Reduced · −5K sh | Q2 2026 | |
| 4 | Walkner Condon Financial Advisors LLC | 274K | $7.3M | ▲+8.6% Added · +22K sh | Q2 2026 | |
| 5 | Jane Street Group, LLC | 269K | $7.3M | ▲+16% Added · +37K sh | Q1 2026 | |
| 6 | Lam Group, Inc. | 264K | $7.1M | ▲+20% Added · +45K sh | Q2 2026 | |
| 7 | IEQ Capital, LLC | 225K | $6.0M | —Held | Q2 2026 | |
| 8 | BLVD Private Wealth, LLC | 221K | $5.9M | ▲+6.5% Added · +14K sh | Q2 2026 | |
| 9 | Royal Bank Of Canada | 213K | $5.7M | ▲+19% Added · +34K sh | Q1 2026 | |
| 10 | DMC Group, LLC | 199K | $5.3M | ▲+12% Added · +21K sh | Q2 2026 | |
| 11 | UBS Group AG | 193K | $5.2M | ▲+3.4% Added · +6K sh | Q1 2026 | |
| 12 | Morgan Stanley | 162K | $4.3M | ▲+647% Added · +140K sh | Q1 2026 | |
| 13 | Clarity Asset Management, Inc. | 134K | $3.6M | ▼−24% Reduced · −43K sh | Q2 2026 | |
| 14 | Creative Planning | 129K | $3.5M | ▲+3.4% Added · +4K sh | Q1 2026 | |
| 15 | CFG Wealth Management Services, Inc. | 113K | $3.1M | —Held | Q2 2026 | |
| 16 | Envestnet Asset Management Inc | 112K | $3.0M | ▼−3.3% Reduced · −4K sh | Q1 2026 | |
| 17 | Osaic Holdings, Inc. | 112K | $3.0M | ▼−91% Reduced · −1.1M sh | Q1 2026 | |
| 18 | Rockefeller Capital Management L.P. | 109K | $2.9M | ▼−19% Reduced · −25K sh | Q1 2026 | |
| 19 | Ameriprise Financial Inc | 109K | $2.9M | ▲New +109K sh | Q1 2026 | |
| 20 | Patriot Financial Group Insurance Agency, LLC | 102K | $2.7M | ▼−47% Reduced · −89K sh | Q2 2026 | |
| 21 | Quantinno Capital Management LP | 101K | $2.7M | ▲+1.1% Added · +1K sh | Q1 2026 | |
| 22 | Commonwealth Equity Services, LLC | 98K | $2.6M | ▲+2.4% Added · +2K sh | Q1 2026 | |
| 23 | Bank Of America Corp | 89K | $2.4M | ▲+103% Added · +45K sh | Q1 2026 | |
| 24 | Evergreen Capital Management LLC | 87K | $2.3M | ▼−62% Reduced · −144K sh | Q2 2026 | |
| 25 | Studio Investment Management LLC | 76K | $2.0M | ▲+4.9% Added · +4K 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, 1 fund opened a new position in BWZ and 12 added to an existing one, while 9 reduced. 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 | Their position there |
|---|---|---|
| Apple IncAAPL | 27 funds | $6.7B |
| Microsoft CorpMSFT | 27 funds | $3.9B |
| Meta Platforms Inc-Class AMETA | 26 funds | $1.9B |
| Amazon.com IncAMZN | 25 funds | $4.6B |
| Caterpillar IncCAT | 25 funds | $789.2M |
| Cisco Systems IncCSCO | 25 funds | $759.9M |
| Nvidia CorpNVDA | 24 funds | $7.2B |
| Alphabet Inc-CL AGOOGL | 24 funds | $2.9B |
| Broadcom IncAVGO | 24 funds | $2.2B |
| JPMorgan Chase & CoJPM | 24 funds | $1.7B |
| Berkshire Hathaway Inc-CL BBRK/B | 24 funds | $1.5B |
| Vanguard S&P 500 ETFVOO | 24 funds | $1.4B |
Ranked by how many of BWZ's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in BWZ.
| Class | 13F holders | Value held |
|---|---|---|
| SPYMcs | 1565 funds | $85.1B |
| SPYGcs | 1306 funds | $34.1B |
| SDYcs | 1149 funds | $9.2B |
| SPYVcs | 1125 funds | $27.1B |
| XBIcs | 845 funds | $17.1B |
| SPMDcs | 777 funds | $13.2B |
| SPTMcs | 717 funds | $8.0B |
| SLYVcs | 576 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 BWZ
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/BWZ/capital-change-brief"
Use Arkolith's capital_change_brief for BWZ. 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 BWZ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.