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Funds Holding BNDW

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.

HolderAmountPosition Size
($ in 1000's)
 As of
Beacon Pointe Advisors LLC267,649$18,524 12/31/2023
     BNDW267,649$18,524 12/31/2023
Envestnet Asset Management Inc.241,058$16,684 12/31/2023
     BNDW241,058$16,684 12/31/2023
Bank of America Corp DE228,646$15,825 12/31/2023
     BNDW228,646$15,825 12/31/2023
Royal Bank of Canada110,187$7,626 12/31/2023
     BNDW110,187$7,626 12/31/2023
Wealth Enhancement Advisory Services LLC97,737$6,706 03/31/2024
     BNDW97,737$6,706 03/31/2024
Kure Advisory LLC77,783$5,383 12/31/2023
     BNDW77,783$5,383 12/31/2023
Moneywise Inc.77,232$5,299 03/31/2024
     BNDW77,232$5,299 03/31/2024
Capital Group Private Client Services Inc.71,937$4,979 12/31/2023
     BNDW71,937$4,979 12/31/2023
Octavia Wealth Advisors LLC67,509$4,632 03/31/2024
     BNDW67,509$4,632 03/31/2024
Mariner LLC62,381$4,317 12/31/2023
     BNDW62,381$4,317 12/31/2023
Visionary Wealth Advisors59,979$4,151 12/31/2023
     BNDW59,979$4,151 12/31/2023
Applied Capital LLC59,015$4,049 03/31/2024
     BNDW59,015$4,049 03/31/2024
Sensible Financial Planning & Management LLC.56,495$3,910 12/31/2023
     BNDW56,495$3,910 12/31/2023
Professional Financial Advisors LLC56,248$3,859 03/31/2024
     BNDW56,248$3,859 03/31/2024
Baystate Wealth Management LLC44,766$3,098 12/31/2023
     BNDW44,766$3,098 12/31/2023
Morgan Stanley44,615$3,088 12/31/2023
     BNDW44,615$3,088 12/31/2023
Mercer Global Advisors Inc. ADV41,644$2,882 12/31/2023
     BNDW41,644$2,882 12/31/2023
Advisor Group Holdings Inc.35,557$2,461 12/31/2023
     BNDW35,557$2,461 12/31/2023
Sawtooth Solutions LLC27,281$1,888 12/31/2023
     BNDW27,281$1,888 12/31/2023
Bleakley Financial Group LLC27,281$1,888 12/31/2023
     BNDW27,281$1,888 12/31/2023
Perigon Wealth Management LLC25,648$1,775 12/31/2023
     BNDW25,648$1,775 12/31/2023
Simplicity Wealth LLC25,394$1,742 03/31/2024
     BNDW25,394$1,742 03/31/2024
Truist Financial Corp24,962$1,728 12/31/2023
     BNDW24,962$1,728 12/31/2023
Apella Capital LLC22,000$1,499 03/31/2024
     BNDW22,000$1,499 03/31/2024
JPMorgan Chase & Co.19,304$1,336 12/31/2023
     BNDW19,304$1,336 12/31/2023
VanderPol Investments L.L.C.18,342$1,258 03/31/2024
     BNDW18,342$1,258 03/31/2024
Atria Wealth Solutions Inc.13,665$946 12/31/2023
     BNDW13,665$946 12/31/2023
Wells Fargo & Company MN13,542$937 12/31/2023
     BNDW13,542$937 12/31/2023
Belpointe Asset Management LLC11,958$828 12/31/2023
     BNDW11,958$828 12/31/2023
Fortis Capital Advisors LLC11,958$828 12/31/2023
     BNDW11,958$828 12/31/2023
FFT Wealth Management LLC11,753$813 12/31/2023
     BNDW11,753$813 12/31/2023
RWM Asset Management LLC10,835$743 03/31/2024
     BNDW10,835$743 03/31/2024
Jane Street Group LLC10,663$738 12/31/2023
     BNDW10,663$738 12/31/2023
Thrivent Financial for Lutherans10,610$734 12/31/2023
     BNDW10,610$734 12/31/2023
Susquehanna International Group LLP10,597$733 12/31/2023
     BNDW10,597$733 12/31/2023
Creative Planning10,502$727 12/31/2023
     BNDW10,502$727 12/31/2023
Commonwealth Equity Services LLC10,362$717 12/31/2023
     BNDW10,362$717 12/31/2023
Geneos Wealth Management Inc.10,167$704 12/31/2023
     BNDW10,167$704 12/31/2023
Raymond James Financial Services Advisors Inc.10,245$703 03/31/2024
     BNDW10,245$703 03/31/2024
Alhambra Investment Partners LLC9,929$681 03/31/2024
     BNDW9,929$681 03/31/2024
Lido Advisors LLC9,603$665 12/31/2023
     BNDW9,603$665 12/31/2023
Prudential Financial Inc.9,099$630 12/31/2023
     BNDW9,099$630 12/31/2023
SageView Advisory Group LLC9,027$620 12/31/2023
     BNDW9,027$620 12/31/2023
Jentner Corp8,397$581 12/31/2023
     BNDW8,397$581 12/31/2023
Charter Oak Capital Management LLC8,341$572 03/31/2024
     BNDW8,341$572 03/31/2024
LPL Financial LLC8,118$562 12/31/2023
     BNDW8,118$562 12/31/2023
American Investment Services Inc.7,529$521 12/31/2023
     BNDW7,529$521 12/31/2023
Foundations Investment Advisors LLC7,463$515 12/31/2023
     BNDW7,463$515 12/31/2023
Colony Group LLC7,290$505 12/31/2023
     BNDW7,290$505 12/31/2023
Cetera Advisor Networks LLC7,025$486 12/31/2023
     BNDW7,025$486 12/31/2023
Vanguard Group Inc.6,403$443 12/31/2023
     BNDW6,403$443 12/31/2023
Alpha Financial Advisors LLC5,995$415 12/31/2023
     BNDW5,995$415 12/31/2023
Sage Financial Group Inc.5,737$397 12/31/2023
     BNDW5,737$397 12/31/2023
Citadel Advisors LLC5,672$393 12/31/2023
     BNDW5,672$393 12/31/2023
Napatree Capital LLC5,112$354 12/31/2023
     BNDW5,112$354 12/31/2023
Stonehage Fleming Financial Services Holdings Ltd5,015$347 12/31/2023
     BNDW5,015$347 12/31/2023
Opes Wealth Management LLC4,915$340 12/31/2023
     BNDW4,915$340 12/31/2023
Acorn Wealth Advisors LLC4,797$329 03/31/2024
     BNDW4,797$329 03/31/2024
Creative Financial Designs Inc. ADV4,112$285 12/31/2023
     BNDW4,112$285 12/31/2023
Mayport LLC4,046$278 03/31/2024
     BNDW4,046$278 03/31/2024
MML Investors Services LLC3,956$274 12/31/2023
     BNDW3,956$274 12/31/2023
Envestnet Portfolio Solutions Inc.3,954$274 12/31/2023
     BNDW3,954$274 12/31/2023
Capstone Financial Advisors Inc.3,303$229 12/31/2023
     BNDW3,303$229 12/31/2023
Cambridge Investment Research Advisors Inc.3,323$228 03/31/2024
     BNDW3,323$228 03/31/2024
US Bancorp DE2,996$207 12/31/2023
     BNDW2,996$207 12/31/2023
D.A. Davidson & CO.2,919$202 12/31/2023
     BNDW2,919$202 12/31/2023
Keener Financial Planning LLC2,653$184 12/31/2023
     BNDW2,653$184 12/31/2023
DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main2,519$174 12/31/2023
     BNDW2,519$174 12/31/2023
DecisionPoint Financial LLC1,625$112 12/31/2023
     BNDW1,625$112 12/31/2023
Bank of Montreal Can1,572$110 12/31/2023
     BNDW1,572$110 12/31/2023
Nelson Van Denburg & Campbell Wealth Management Group LLC1,495$103 12/31/2023
     BNDW1,495$103 12/31/2023
S.A. Mason LLC1,223$84 03/31/2024
     BNDW1,223$84 03/31/2024
Benjamin F. Edwards & Company Inc.1,089$75 12/31/2023
     BNDW1,089$75 12/31/2023
Sachetta LLC1,009$70 12/31/2023
     BNDW1,009$70 12/31/2023
Citigroup Inc.750$52 12/31/2023
     BNDW750$52 12/31/2023
Evolution Advisers Inc.733$51 12/31/2023
     BNDW733$51 12/31/2023
Mather Group LLC.680$47 03/31/2024
     BNDW680$47 03/31/2024
Capital Investment Advisory Services LLC420$29 03/31/2024
     BNDW420$29 03/31/2024
Bogart Wealth LLC423$29 03/31/2024
     BNDW423$29 03/31/2024
National Bank of Canada FI385$27 12/31/2023
     BNDW385$27 12/31/2023
Qube Research & Technologies Ltd337$23 12/31/2023
     BNDW337$23 12/31/2023
The PNC Financial Services Group Inc.221$15 12/31/2023
     BNDW221$15 12/31/2023
Oliver Lagore Vanvalin Investment Group140$10 12/31/2023
     BNDW140$10 12/31/2023
Peachtree Investment Partners LLC115$8 12/31/2023
     BNDW115$8 12/31/2023
IFP Advisors Inc107$7 12/31/2023
     BNDW107$7 12/31/2023
Parkside Financial Bank & Trust54$4 12/31/2023
     BNDW54$4 12/31/2023
Sugarloaf Wealth Management LLC51$3 03/31/2024
     BNDW51$3 03/31/2024
Barrett & Company Inc.22$2 03/31/2024
     BNDW22$2 03/31/2024
WealthShield Partners LLC30$2 12/31/2023
     BNDW30$2 12/31/2023
Venturi Wealth Management LLC21$1 03/31/2024
     BNDW21$1 03/31/2024
Principal Securities Inc.8$1 12/31/2023
     BNDW8$1 12/31/2023
Glassman Wealth Services7$1 12/31/2023
     BNDW7$1 12/31/2023
Proequities Inc.0$0 12/31/2023
     BNDW0$0 12/31/2023
Ruedi Wealth Management Inc.1$0 12/31/2023
     BNDW1$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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