BWZ(BWZ)
BWZ
Institutional Ownership
Top 112 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Quent Capital, LLC | 1.16M | Jun 30, 26 | +47.78K | 10.69% |
| GOLDMAN SACHS GROUP INC | 859.97K | Jun 30, 26 | +859.97K | 7.90% |
| Checchi Capital Advisers, LLC | 618.25K | Jun 30, 26 | -22.63K | 5.68% |
| Cresset Asset Management, LLC | 304.46K | Jun 30, 26 | -5.30K | 2.80% |
| Walkner Condon Financial Advisors LLC | 274.31K | Jun 30, 26 | +21.74K | 2.52% |
| LAM GROUP, INC. | 264.21K | Jun 30, 26 | +44.61K | 2.43% |
| UBS Group AG | 262.76K | Jun 30, 26 | +69.77K | 2.41% |
| Empowered Funds, LLC | 236.43K | Jun 30, 26 | +236.43K | 2.17% |
| IEQ CAPITAL, LLC | 224.70K | Jun 30, 26 | -- | 2.06% |
| BLVD Private Wealth, LLC | 221.48K | Jun 30, 26 | +13.51K | 2.03% |
| ROYAL BANK OF CANADA | 214.51K | Jun 30, 26 | +1.64K | 1.97% |
| DMC Group, LLC | 199.15K | Jun 30, 26 | +21.10K | 1.83% |
| MORGAN STANLEY | 162.11K | Jun 30, 26 | +537 | 1.49% |
| Creative Planning | 136.07K | Jun 30, 26 | +7.26K | 1.25% |
| Clarity Asset Management, Inc. | 133.73K | Jun 30, 26 | -42.99K | 1.23% |
| ENVESTNET ASSET MANAGEMENT INC | 123.85K | Jun 30, 26 | +11.47K | 1.14% |
| CFG Wealth Management Services, Inc. | 113.47K | Jun 30, 26 | -- | 1.04% |
| Patriot Financial Group Insurance Agency, LLC | 102.35K | Jun 30, 26 | -89.08K | 0.94% |
| Quantinno Capital Management LP | 99.92K | Jun 30, 26 | -1.11K | 0.92% |
| LPL Financial LLC | 99.56K | Jun 30, 26 | +87.11K | 0.91% |
| COMMONWEALTH EQUITY SERVICES, LLC | 99.48K | Jun 30, 26 | +1.27K | 0.91% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 86.64K | Jun 30, 26 | -144.12K | 0.80% |
| ADVISOR GROUP HOLDINGS, INC. | 85.51K | Jun 30, 26 | -26.81K | 0.79% |
| STUDIO INVESTMENT MANAGEMENT LLC | 76.06K | Jun 30, 26 | +3.54K | 0.70% |
| BANK OF AMERICA CORP /DE/ | 67.16K | Jun 30, 26 | -22.13K | 0.62% |
| Rockefeller Capital Management L.P. | 66.36K | Jun 30, 26 | -43.05K | 0.61% |
| Cetera Investment Advisers | 60.28K | Jun 30, 26 | -5.82K | 0.55% |
| MML INVESTORS SERVICES, LLC | 48.07K | Jun 30, 26 | +14.47K | 0.44% |
| Park Edge Advisors, LLC | 47.05K | Jun 30, 26 | -391 | 0.43% |
| MASTER'S WEALTH MANAGEMENT INC. | 46.42K | Jun 30, 26 | -9.40K | 0.43% |
| Legacy Wealth Asset Management, LLC | 30.58K | Jun 30, 26 | +905 | 0.28% |
| WELLS FARGO & COMPANY/MN | 29.87K | Jun 30, 26 | -5.52K | 0.27% |
| ARGI Investment Services, LLC | 26.37K | Jun 30, 26 | -6.00K | 0.24% |
| Belpointe Asset Management LLC | 26.08K | Jun 30, 26 | -1.77K | 0.24% |
| NerdWallet Wealth Partners, LLC | 23.42K | Jun 30, 26 | +3.19K | 0.22% |
| Lunt Capital Management, Inc. | 23.02K | Jun 30, 26 | +215 | 0.21% |
| DF DENT & CO INC | 22.30K | Jun 30, 26 | -- | 0.20% |
| CITADEL ADVISORS LLC | 21.66K | Jun 30, 26 | -15.03K | 0.20% |
| Palisades Hudson Asset Management, L.P. | 21.26K | Jun 30, 26 | +1.14K | 0.20% |
| SATOVSKY ASSET MANAGEMENT LLC | 20.34K | Jun 30, 26 | +108 | 0.19% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 18.65K | Jun 30, 26 | +2.78K | 0.17% |
| Haverford Trust Co | 18.44K | Jun 30, 26 | -- | 0.17% |
| Empirical Asset Management, LLC | 18.40K | Jun 30, 26 | +3.65K | 0.17% |
| HighTower Advisors, LLC | 17.48K | Jun 30, 26 | +17.48K | 0.16% |
| MERCER GLOBAL ADVISORS INC /ADV | 17.35K | Jun 30, 26 | -1.78K | 0.16% |
| Pinnacle Financial Partners, Inc. | 15.88K | Jun 30, 26 | -- | 0.15% |
| Financial Management Professionals, Inc. | 14.73K | Jun 30, 26 | -901.14K | 0.14% |
| Purpose Unlimited Inc. | 13.51K | Jun 30, 26 | -568 | 0.12% |
| FIDUCIARY FINANCIAL GROUP, LLC | 12.28K | Jun 30, 26 | -- | 0.11% |
| Csenge Advisory Group | 11.07K | Jun 30, 26 | +3.32K | 0.10% |
| Destination Wealth Management | 10.29K | Jun 30, 26 | +10.29K | 0.09% |
| Martin Capital Partners, LLC | 9.63K | Jun 30, 26 | -197 | 0.09% |
| HRT FINANCIAL LP | 9.49K | Jun 30, 26 | +1.40K | 0.09% |
| Cerity Partners LLC | 7.95K | Jun 30, 26 | +3 | 0.07% |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 7.75K | Jun 30, 26 | +7.75K | 0.07% |
| Janney Montgomery Scott LLC | 7.52K | Jun 30, 26 | +7.52K | 0.07% |
| LFA - Lugano Financial Advisors SA | 7.27K | Jun 30, 26 | -- | 0.07% |
| FIFTH THIRD BANCORP | 4.99K | Jun 30, 26 | -383 | 0.05% |
| Allworth Financial LP | 2.71K | Jun 30, 26 | -- | 0.02% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 1.04K | Jun 30, 26 | +5 | 0.01% |
| ASSETMARK, INC | 440 | Jun 30, 26 | +15 | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 368 | Jun 30, 26 | +2 | 0.00% |
| CARDIFF PARK ADVISORS, LLC | 325 | Jun 30, 26 | -- | 0.00% |
| Transamerica Financial Advisors, Inc. | 314 | Jun 30, 26 | -403 | 0.00% |
| Integrated Wealth Concepts LLC | 308 | Jun 30, 26 | +308 | 0.00% |
| Smartleaf Asset Management LLC | 168 | Jun 30, 26 | -- | 0.00% |
| Elevated Capital Advisors, LLC | 158 | Jun 30, 26 | -- | 0.00% |
| Caldwell Trust Co | 125 | Jun 30, 26 | -- | 0.00% |
| FMR LLC | 113 | Jun 30, 26 | -- | 0.00% |
| Global Retirement Partners, LLC | 111 | Jun 30, 26 | +111 | 0.00% |
| Farther Finance Advisors, LLC | 79 | Jun 30, 26 | -- | 0.00% |
| FIDUCIARY FINANCIAL ADVISORS | 8 | Jun 30, 26 | +8 | 0.00% |
| HUNTINGTON NATIONAL BANK | 2 | Jun 30, 26 | -- | 0.00% |
| EASTERN BANK | 1 | Jun 30, 26 | -- | 0.00% |
| Trademark Financial Management, LLC | -- | Jun 30, 26 | -16.40K | -- |
| Legacy Wealth Managment, LLC/ID | -- | Jun 30, 26 | -27 | -- |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | -- | Jun 30, 26 | -9.72K | -- |
| Almanack Investment Partners, LLC. | -- | Jun 30, 26 | -81.73K | -- |
| RMG Wealth Management LLC | -- | Jun 30, 26 | -3.06M | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -269.34K | -- |
| Matthew Goff Investment Advisor, LLC | -- | Jun 30, 26 | -564.75K | -- |
| AMERIPRISE FINANCIAL INC | -- | Jun 30, 26 | -109.29K | -- |
| TWO SIGMA SECURITIES, LLC | -- | Jun 30, 26 | -8.08K | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Jun 30, 26 | -63.35K | -- |
| Quent Long Short Global Small Cap Fund, LP | 1.00M | Dec 31, 25 | +1.00M | 9.22% |
| COMERICA BANK | 5.63K | Dec 31, 25 | -- | 0.05% |
| SYNOVUS FINANCIAL CORP | 12.27K | Sep 30, 25 | +12.27K | 0.11% |
| Congress Wealth Management LLC / DE / | 1.09M | Jun 30, 25 | +1.09M | 10.04% |
| FUTURE YOU WEALTH LLC | 14.89K | Jun 30, 25 | +14.89K | 0.14% |
| Legacy Investment Solutions, LLC | 27 | Jun 30, 25 | +27 | 0.00% |
| Windham Capital Management, LLC | 15.32K | Jun 30, 24 | -- | 0.14% |
| FREEDOM WEALTH ALLIANCE, LLC | -- | Sep 30, 23 | -10.79K | -- |
| Burleson & Company, LLC | 81 | Dec 31, 22 | -- | 0.00% |
| American Portfolios Advisors | 790 | Sep 30, 22 | -157 | 0.01% |
| People's United Financial, Inc. | 11.16K | Mar 31, 22 | +1.51K | 0.10% |
| CAPITAL ONE FINANCIAL CORP | -- | Mar 31, 22 | -24.20K | -- |
| First Allied Advisory Services, Inc. | 12.38K | Sep 30, 20 | -1.47K | 0.11% |
| 361 CAPITAL LLC | 30.51K | Jun 30, 20 | +28 | 0.28% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 3.75K | Dec 31, 19 | -735 | 0.03% |
| WEALTHFRONT Corp | 22.41K | Sep 30, 18 | -- | 0.21% |
| Edge Advisors, LLC | 357 | Jun 30, 18 | -- | 0.00% |
| Commonwealth Equity Services, Inc | 31.65K | Jun 30, 17 | +31.65K | 0.29% |
| Virtu KCG Holdings LLC | -- | Jun 30, 17 | -110.70K | -- |
| Kernodle & Katon Asset Management Group, LLC | 50.10K | Mar 31, 17 | -2.60K | 0.46% |
| MSI Financial Services Inc | 1.64K | Dec 31, 16 | -27 | 0.02% |
| Gerstein Fisher | 2.40M | Sep 30, 16 | +128.23K | 22.06% |
| Fusion Investment Group, LLC | 9.98K | Dec 31, 15 | +227 | 0.09% |
| MANAGED ACCOUNT ADVISORS LLC | -- | Jun 30, 15 | -19.82K | -- |
| UBS AG | 73.11K | Sep 30, 14 | +2.67K | 0.67% |
| Jane Street Holding, LLC | -- | Dec 31, 13 | -5.59K | -- |
| KNIGHT CAPITAL GROUP LLC | -- | Jun 30, 13 | -42.89K | -- |
| First Allied Securities, Inc. | -- | Jun 30, 12 | -825 | -- |
