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On this page, we present all of the funds holding BNDW from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding BNDW, with a link to that fund's top holdings. The next columns
indicate the amount of BNDW stock held by each of the funds holding BNDW, followed by the BNDW position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 93 funds holding BNDW within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Beacon Pointe Advisors LLC. For more details on the positions held by Beacon Pointe Advisors LLC
(or by any of the other funds holding BNDW), click the fund name in the "Holder" column of the funds-holding-BNDW table below.
Holder | Amount | Position Size
($ in 1000's) | As of |
Beacon Pointe Advisors LLC | 267,649 | $18,524 | 12/31/2023 | BNDW | 267,649 | $18,524 | 12/31/2023 | Envestnet Asset Management Inc. | 241,058 | $16,684 | 12/31/2023 | BNDW | 241,058 | $16,684 | 12/31/2023 | Bank of America Corp DE | 228,646 | $15,825 | 12/31/2023 | BNDW | 228,646 | $15,825 | 12/31/2023 | Royal Bank of Canada | 110,187 | $7,626 | 12/31/2023 | BNDW | 110,187 | $7,626 | 12/31/2023 | Wealth Enhancement Advisory Services LLC | 97,737 | $6,706 | 03/31/2024 | BNDW | 97,737 | $6,706 | 03/31/2024 | Kure Advisory LLC | 77,783 | $5,383 | 12/31/2023 | BNDW | 77,783 | $5,383 | 12/31/2023 | Moneywise Inc. | 77,232 | $5,299 | 03/31/2024 | BNDW | 77,232 | $5,299 | 03/31/2024 | Capital Group Private Client Services Inc. | 71,937 | $4,979 | 12/31/2023 | BNDW | 71,937 | $4,979 | 12/31/2023 | Octavia Wealth Advisors LLC | 67,509 | $4,632 | 03/31/2024 | BNDW | 67,509 | $4,632 | 03/31/2024 | Mariner LLC | 62,381 | $4,317 | 12/31/2023 | BNDW | 62,381 | $4,317 | 12/31/2023 | Visionary Wealth Advisors | 59,979 | $4,151 | 12/31/2023 | BNDW | 59,979 | $4,151 | 12/31/2023 | Applied Capital LLC | 59,015 | $4,049 | 03/31/2024 | BNDW | 59,015 | $4,049 | 03/31/2024 | Sensible Financial Planning & Management LLC. | 56,495 | $3,910 | 12/31/2023 | BNDW | 56,495 | $3,910 | 12/31/2023 | Professional Financial Advisors LLC | 56,248 | $3,859 | 03/31/2024 | BNDW | 56,248 | $3,859 | 03/31/2024 | Baystate Wealth Management LLC | 44,766 | $3,098 | 12/31/2023 | BNDW | 44,766 | $3,098 | 12/31/2023 | Morgan Stanley | 44,615 | $3,088 | 12/31/2023 | BNDW | 44,615 | $3,088 | 12/31/2023 | Mercer Global Advisors Inc. ADV | 41,644 | $2,882 | 12/31/2023 | BNDW | 41,644 | $2,882 | 12/31/2023 | Advisor Group Holdings Inc. | 35,557 | $2,461 | 12/31/2023 | BNDW | 35,557 | $2,461 | 12/31/2023 | Sawtooth Solutions LLC | 27,281 | $1,888 | 12/31/2023 | BNDW | 27,281 | $1,888 | 12/31/2023 | Bleakley Financial Group LLC | 27,281 | $1,888 | 12/31/2023 | BNDW | 27,281 | $1,888 | 12/31/2023 | Perigon Wealth Management LLC | 25,648 | $1,775 | 12/31/2023 | BNDW | 25,648 | $1,775 | 12/31/2023 | Simplicity Wealth LLC | 25,394 | $1,742 | 03/31/2024 | BNDW | 25,394 | $1,742 | 03/31/2024 | Truist Financial Corp | 24,962 | $1,728 | 12/31/2023 | BNDW | 24,962 | $1,728 | 12/31/2023 | Apella Capital LLC | 22,000 | $1,499 | 03/31/2024 | BNDW | 22,000 | $1,499 | 03/31/2024 | JPMorgan Chase & Co. | 19,304 | $1,336 | 12/31/2023 | BNDW | 19,304 | $1,336 | 12/31/2023 | VanderPol Investments L.L.C. | 18,342 | $1,258 | 03/31/2024 | BNDW | 18,342 | $1,258 | 03/31/2024 | Atria Wealth Solutions Inc. | 13,665 | $946 | 12/31/2023 | BNDW | 13,665 | $946 | 12/31/2023 | Wells Fargo & Company MN | 13,542 | $937 | 12/31/2023 | BNDW | 13,542 | $937 | 12/31/2023 | Belpointe Asset Management LLC | 11,958 | $828 | 12/31/2023 | BNDW | 11,958 | $828 | 12/31/2023 | Fortis Capital Advisors LLC | 11,958 | $828 | 12/31/2023 | BNDW | 11,958 | $828 | 12/31/2023 | FFT Wealth Management LLC | 11,753 | $813 | 12/31/2023 | BNDW | 11,753 | $813 | 12/31/2023 | RWM Asset Management LLC | 10,835 | $743 | 03/31/2024 | BNDW | 10,835 | $743 | 03/31/2024 | Jane Street Group LLC | 10,663 | $738 | 12/31/2023 | BNDW | 10,663 | $738 | 12/31/2023 | Thrivent Financial for Lutherans | 10,610 | $734 | 12/31/2023 | BNDW | 10,610 | $734 | 12/31/2023 | Susquehanna International Group LLP | 10,597 | $733 | 12/31/2023 | BNDW | 10,597 | $733 | 12/31/2023 | Creative Planning | 10,502 | $727 | 12/31/2023 | BNDW | 10,502 | $727 | 12/31/2023 | Commonwealth Equity Services LLC | 10,362 | $717 | 12/31/2023 | BNDW | 10,362 | $717 | 12/31/2023 | Geneos Wealth Management Inc. | 10,167 | $704 | 12/31/2023 | BNDW | 10,167 | $704 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 10,245 | $703 | 03/31/2024 | BNDW | 10,245 | $703 | 03/31/2024 | Alhambra Investment Partners LLC | 9,929 | $681 | 03/31/2024 | BNDW | 9,929 | $681 | 03/31/2024 | Lido Advisors LLC | 9,603 | $665 | 12/31/2023 | BNDW | 9,603 | $665 | 12/31/2023 | Prudential Financial Inc. | 9,099 | $630 | 12/31/2023 | BNDW | 9,099 | $630 | 12/31/2023 | SageView Advisory Group LLC | 9,027 | $620 | 12/31/2023 | BNDW | 9,027 | $620 | 12/31/2023 | Jentner Corp | 8,397 | $581 | 12/31/2023 | BNDW | 8,397 | $581 | 12/31/2023 | Charter Oak Capital Management LLC | 8,341 | $572 | 03/31/2024 | BNDW | 8,341 | $572 | 03/31/2024 | LPL Financial LLC | 8,118 | $562 | 12/31/2023 | BNDW | 8,118 | $562 | 12/31/2023 | American Investment Services Inc. | 7,529 | $521 | 12/31/2023 | BNDW | 7,529 | $521 | 12/31/2023 | Foundations Investment Advisors LLC | 7,463 | $515 | 12/31/2023 | BNDW | 7,463 | $515 | 12/31/2023 | Colony Group LLC | 7,290 | $505 | 12/31/2023 | BNDW | 7,290 | $505 | 12/31/2023 | Cetera Advisor Networks LLC | 7,025 | $486 | 12/31/2023 | BNDW | 7,025 | $486 | 12/31/2023 | Vanguard Group Inc. | 6,403 | $443 | 12/31/2023 | BNDW | 6,403 | $443 | 12/31/2023 | Alpha Financial Advisors LLC | 5,995 | $415 | 12/31/2023 | BNDW | 5,995 | $415 | 12/31/2023 | Sage Financial Group Inc. | 5,737 | $397 | 12/31/2023 | BNDW | 5,737 | $397 | 12/31/2023 | Citadel Advisors LLC | 5,672 | $393 | 12/31/2023 | BNDW | 5,672 | $393 | 12/31/2023 | Napatree Capital LLC | 5,112 | $354 | 12/31/2023 | BNDW | 5,112 | $354 | 12/31/2023 | Stonehage Fleming Financial Services Holdings Ltd | 5,015 | $347 | 12/31/2023 | BNDW | 5,015 | $347 | 12/31/2023 | Opes Wealth Management LLC | 4,915 | $340 | 12/31/2023 | BNDW | 4,915 | $340 | 12/31/2023 | Acorn Wealth Advisors LLC | 4,797 | $329 | 03/31/2024 | BNDW | 4,797 | $329 | 03/31/2024 | Creative Financial Designs Inc. ADV | 4,112 | $285 | 12/31/2023 | BNDW | 4,112 | $285 | 12/31/2023 | Mayport LLC | 4,046 | $278 | 03/31/2024 | BNDW | 4,046 | $278 | 03/31/2024 | MML Investors Services LLC | 3,956 | $274 | 12/31/2023 | BNDW | 3,956 | $274 | 12/31/2023 | Envestnet Portfolio Solutions Inc. | 3,954 | $274 | 12/31/2023 | BNDW | 3,954 | $274 | 12/31/2023 | Capstone Financial Advisors Inc. | 3,303 | $229 | 12/31/2023 | BNDW | 3,303 | $229 | 12/31/2023 | Cambridge Investment Research Advisors Inc. | 3,323 | $228 | 03/31/2024 | BNDW | 3,323 | $228 | 03/31/2024 | US Bancorp DE | 2,996 | $207 | 12/31/2023 | BNDW | 2,996 | $207 | 12/31/2023 | D.A. Davidson & CO. | 2,919 | $202 | 12/31/2023 | BNDW | 2,919 | $202 | 12/31/2023 | Keener Financial Planning LLC | 2,653 | $184 | 12/31/2023 | BNDW | 2,653 | $184 | 12/31/2023 | DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main | 2,519 | $174 | 12/31/2023 | BNDW | 2,519 | $174 | 12/31/2023 | DecisionPoint Financial LLC | 1,625 | $112 | 12/31/2023 | BNDW | 1,625 | $112 | 12/31/2023 | Bank of Montreal Can | 1,572 | $110 | 12/31/2023 | BNDW | 1,572 | $110 | 12/31/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 1,495 | $103 | 12/31/2023 | BNDW | 1,495 | $103 | 12/31/2023 | S.A. Mason LLC | 1,223 | $84 | 03/31/2024 | BNDW | 1,223 | $84 | 03/31/2024 | Benjamin F. Edwards & Company Inc. | 1,089 | $75 | 12/31/2023 | BNDW | 1,089 | $75 | 12/31/2023 | Sachetta LLC | 1,009 | $70 | 12/31/2023 | BNDW | 1,009 | $70 | 12/31/2023 | Citigroup Inc. | 750 | $52 | 12/31/2023 | BNDW | 750 | $52 | 12/31/2023 | Evolution Advisers Inc. | 733 | $51 | 12/31/2023 | BNDW | 733 | $51 | 12/31/2023 | Mather Group LLC. | 680 | $47 | 03/31/2024 | BNDW | 680 | $47 | 03/31/2024 | Capital Investment Advisory Services LLC | 420 | $29 | 03/31/2024 | BNDW | 420 | $29 | 03/31/2024 | Bogart Wealth LLC | 423 | $29 | 03/31/2024 | BNDW | 423 | $29 | 03/31/2024 | National Bank of Canada FI | 385 | $27 | 12/31/2023 | BNDW | 385 | $27 | 12/31/2023 | Qube Research & Technologies Ltd | 337 | $23 | 12/31/2023 | BNDW | 337 | $23 | 12/31/2023 | The PNC Financial Services Group Inc. | 221 | $15 | 12/31/2023 | BNDW | 221 | $15 | 12/31/2023 | Oliver Lagore Vanvalin Investment Group | 140 | $10 | 12/31/2023 | BNDW | 140 | $10 | 12/31/2023 | Peachtree Investment Partners LLC | 115 | $8 | 12/31/2023 | BNDW | 115 | $8 | 12/31/2023 | IFP Advisors Inc | 107 | $7 | 12/31/2023 | BNDW | 107 | $7 | 12/31/2023 | Parkside Financial Bank & Trust | 54 | $4 | 12/31/2023 | BNDW | 54 | $4 | 12/31/2023 | Sugarloaf Wealth Management LLC | 51 | $3 | 03/31/2024 | BNDW | 51 | $3 | 03/31/2024 | Barrett & Company Inc. | 22 | $2 | 03/31/2024 | BNDW | 22 | $2 | 03/31/2024 | WealthShield Partners LLC | 30 | $2 | 12/31/2023 | BNDW | 30 | $2 | 12/31/2023 | Venturi Wealth Management LLC | 21 | $1 | 03/31/2024 | BNDW | 21 | $1 | 03/31/2024 | Principal Securities Inc. | 8 | $1 | 12/31/2023 | BNDW | 8 | $1 | 12/31/2023 | Glassman Wealth Services | 7 | $1 | 12/31/2023 | BNDW | 7 | $1 | 12/31/2023 | Proequities Inc. | 0 | $0 | 12/31/2023 | BNDW | 0 | $0 | 12/31/2023 | Ruedi Wealth Management Inc. | 1 | $0 | 12/31/2023 | BNDW | 1 | $0 | 12/31/2023 |
See Summary: Institutional Holders of BNDW
See Details: Top 10 Hedge Funds Holding BNDW
Also See: BNDW Holdings Changes
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