BWMX(BWMX)
BWMX
Institutional Ownership
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
Top 58 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 12.31K | Sep 30, 26 | +210 | 0.03% |
| MMBG INVESTMENT ADVISORS CO. | 3.26M | Jun 30, 26 | -165.38K | 8.76% |
| ACADIAN ASSET MANAGEMENT LLC | 364.24K | Jun 30, 26 | +58.28K | 0.98% |
| MORGAN STANLEY | 115.19K | Jun 30, 26 | -8.62K | 0.31% |
| QUATTRO FINANCIAL ADVISORS LLC | 98.11K | Jun 30, 26 | +23.11K | 0.26% |
| STATE STREET CORP | 91.33K | Jun 30, 26 | -- | 0.25% |
| LAZARD ASSET MANAGEMENT LLC | 81.45K | Jun 30, 26 | +34.86K | 0.22% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 72.58K | Jun 30, 26 | -- | 0.19% |
| FIRST TRUST ADVISORS LP | 72.08K | Jun 30, 26 | +72.08K | 0.19% |
| BNP PARIBAS ARBITRAGE, SNC | 63.24K | Jun 30, 26 | +4.03K | 0.17% |
| MILLENNIUM MANAGEMENT LLC | 62.91K | Jun 30, 26 | +50.57K | 0.17% |
| Redhawk Wealth Advisors, Inc. | 60.86K | Jun 30, 26 | -3.77K | 0.16% |
| GOLDMAN SACHS GROUP INC | 51.23K | Jun 30, 26 | -70.12K | 0.14% |
| SEI INVESTMENTS CO | 47.32K | Jun 30, 26 | +10.95K | 0.13% |
| UBS Group AG | 46.14K | Jun 30, 26 | +14.63K | 0.12% |
| Engineers Gate Manager LP | 34.55K | Jun 30, 26 | -11.01K | 0.09% |
| COMMONWEALTH EQUITY SERVICES, LLC | 33.31K | Jun 30, 26 | -408 | 0.09% |
| RENAISSANCE TECHNOLOGIES LLC | 25.70K | Jun 30, 26 | -10.70K | 0.07% |
| STIFEL FINANCIAL CORP | 25.69K | Jun 30, 26 | -123 | 0.07% |
| Numerai GP LLC | 19.91K | Jun 30, 26 | -2.21K | 0.05% |
| NewEdge Advisors, LLC | 19.80K | Jun 30, 26 | +6.47K | 0.05% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 16.43K | Jun 30, 26 | +16.43K | 0.04% |
| XTX Topco Ltd | 16.02K | Jun 30, 26 | -4.25K | 0.04% |
| EXCHANGE TRADED CONCEPTS, LLC | 15.19K | Jun 30, 26 | +1.55K | 0.04% |
| Susquehanna Portfolio Strategies, LLC | 15.07K | Jun 30, 26 | -800 | 0.04% |
| R Squared Ltd | 14.20K | Jun 30, 26 | +14.20K | 0.04% |
| Empowered Funds, LLC | 13.42K | Jun 30, 26 | +13.42K | 0.04% |
| GSA CAPITAL PARTNERS LLP | 13.20K | Jun 30, 26 | -2.25K | 0.04% |
| Bulltick Wealth Management, LLC | 12.85K | Jun 30, 26 | -- | 0.03% |
| NEW YORK STATE COMMON RETIREMENT FUND | 10.32K | Jun 30, 26 | +4.77K | 0.03% |
| Russell Investments Group, Ltd. | 7.55K | Jun 30, 26 | +5.92K | 0.02% |
| ADVISOR GROUP HOLDINGS, INC. | 2.24K | Jun 30, 26 | -627 | 0.01% |
| GFS Advisors, LLC | 2.10K | Jun 30, 26 | -20.75K | 0.01% |
| CITIGROUP INC | 1.48K | Jun 30, 26 | +14 | 0.00% |
| JPMORGAN CHASE & CO | 1.46K | Jun 30, 26 | +595 | 0.00% |
| BlackRock, Inc. | 1.12K | Jun 30, 26 | -- | 0.00% |
| ROYAL BANK OF CANADA | 651 | Jun 30, 26 | +149 | 0.00% |
| SIMPLEX TRADING, LLC | 397 | Jun 30, 26 | +312 | 0.00% |
| WELLS FARGO & COMPANY/MN | 285 | Jun 30, 26 | -- | 0.00% |
| WealthCollab, LLC | 221 | Jun 30, 26 | -- | 0.00% |
| SBI Securities Co., Ltd. | 214 | Jun 30, 26 | +2 | 0.00% |
| Quarry LP | 201 | Jun 30, 26 | +201 | 0.00% |
| EverSource Wealth Advisors, LLC | 188 | Jun 30, 26 | -188 | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 121 | Jun 30, 26 | -- | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 61 | Jun 30, 26 | +61 | 0.00% |
| KELLEHER FINANCIAL ADVISORS | 51 | Jun 30, 26 | +51 | 0.00% |
| Larson Financial Group LLC | 36 | Jun 30, 26 | -- | 0.00% |
| Ronald Blue Trust, Inc. | -- | Jun 30, 26 | -54 | -- |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | -- | Jun 30, 26 | -1.71K | -- |
| Walsh & Associates, LLC | -- | Jun 30, 26 | -5 | -- |
| Sound Income Strategies, LLC | -- | Jun 30, 26 | -8 | -- |
| Rossby Financial, LCC | -- | Jun 30, 26 | -442 | -- |
| CITADEL ADVISORS LLC | -- | Jun 30, 26 | -14.89K | -- |
| Anfield Capital Management, LLC | 713 | Mar 31, 26 | +713 | 0.00% |
| BlackRock Inc. | 17.54K | Jun 30, 24 | -354 | 0.05% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 250 | Jun 30, 24 | +250 | 0.00% |
| Grey Street Capital, LLC | 12.41K | Mar 31, 24 | +12.41K | 0.03% |
| PA Capital LLC | 12.27K | Sep 30, 20 | +12.27K | 0.03% |
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