| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Checchi Capital Advisers, LLC | $17.3M | 641K | ▲+7.8% Added · +47K sh | Q1 2026 | |
| 2 | Cresset Asset Management, LLC | $8.3M | 310K | ▲+71% Added · +128K sh | Q1 2026 | |
| 3 | JANE STREET GROUP, LLC | $7.3M | 269K | ▲+16% Added · +37K sh | Q1 2026 | |
| 4 | LAM GROUP, INC. | $7.1M | 264K | ▲+20% Added · +45K sh | Q2 2026 | |
| 5 | EVERGREEN CAPITAL MANAGEMENT LLC | $6.2M | 231K | ▲New +231K sh | Q1 2026 | |
| 6 | IEQ CAPITAL, LLC | $6.0M | 225K | —Held | Q1 2026 | |
| 7 | ROYAL BANK OF CANADA | $5.7M | 213K | ▲+19% Added · +34K sh | Q1 2026 | |
| 8 | UBS Group AG | $5.2M | 193K | ▲+3.4% Added · +6K sh | Q1 2026 | |
| 9 | MORGAN STANLEY | $4.3M | 162K | ▲+647% Added · +140K sh | Q1 2026 | |
| 10 | Clarity Asset Management, Inc. | $3.6M | 134K | ▼−24% Reduced · −43K sh | Q2 2026 | |
| 11 | Creative Planning | $3.5M | 129K | ▲+3.4% Added · +4K sh | Q1 2026 | |
| 12 | CFG Wealth Management Services, Inc. | $3.1M | 113K | —Held | Q2 2026 | |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $3.0M | 112K | ▼−3.3% Reduced · −4K sh | Q1 2026 | |
| 14 | OSAIC HOLDINGS, INC. | $3.0M | 112K | ▼−91% Reduced · −1.1M sh | Q1 2026 | |
| 15 | Rockefeller Capital Management L.P. | $2.9M | 109K | ▼−19% Reduced · −25K sh | Q1 2026 | |
| 16 | AMERIPRISE FINANCIAL INC | $2.9M | 109K | ▲New +109K sh | Q1 2026 | |
| 17 | Patriot Financial Group Insurance Agency, LLC | $2.7M | 102K | ▼−47% Reduced · −89K sh | Q2 2026 | |
| 18 | Quantinno Capital Management LP | $2.7M | 101K | ▲+1.1% Added · +1K sh | Q1 2026 | |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $2.6M | 98K | ▲+2.4% Added · +2K sh | Q1 2026 | |
| 20 | BANK OF AMERICA CORP /DE/ | $2.4M | 89K | ▲+103% Added · +45K sh | Q1 2026 | |
| 21 | STUDIO INVESTMENT MANAGEMENT LLC | $2.0M | 73K | ▲+2.8% Added · +2K sh | Q1 2026 | |
| 22 | Cetera Investment Advisers | $1.8M | 66K | ▼−5.0% Reduced · −4K sh | Q1 2026 | |
| 23 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.7M | 63K | ▲+26% Added · +13K sh | Q1 2026 | |
| 24 | Park Edge Advisors, LLC | $1.3M | 47K | ▼−0.8% Reduced · −391 sh | Q2 2026 | |
| 25 | CITADEL ADVISORS LLC | $988K | 37K | ▲New +37K sh | 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.
| Company | Co-held by | Combined value |
|---|---|---|
| VANGUARD FTSE DEVELOPED ETFVEA | 21 funds | $2.3B |
| SPDR GOLD SHARESGLD | 21 funds | $1.1B |
| NVIDIA CORPNVDA | 20 funds | $9.6B |
| APPLE INCAAPL | 20 funds | $8.1B |
| ISHARES CORE S&P 500 ETFIVV | 20 funds | $8.0B |
| MICROSOFT CORPMSFT | 20 funds | $6.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 20 funds | $6.6B |
| AMAZON.COM INCAMZN | 20 funds | $5.5B |
| ALPHABET INC-CL AGOOGL | 20 funds | $5.5B |
| VANGUARD S&P 500 ETFVOO | 20 funds | $5.3B |
| META PLATFORMS INC-CLASS AMETA | 20 funds | $3.9B |
| BROADCOM INCAVGO | 20 funds | $3.9B |
Ranked by how many of BWZ'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.
No filings captured for this ticker in the live stream yet.
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/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 + Form 4 insider transactions + 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.