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On this page, we present all of the funds holding BWZ from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding BWZ, with a link to that fund's top holdings. The next columns
indicate the amount of BWZ stock held by each of the funds holding BWZ, followed by the BWZ position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 35 funds holding BWZ within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Envestnet Asset Management Inc.. For more details on the positions held by Envestnet Asset Management Inc.
(or by any of the other funds holding BWZ), click the fund name in the "Holder" column of the funds-holding-BWZ table below.
Holder | Amount | Position Size
($ in 1000's) | As of |
Envestnet Asset Management Inc. | 1,285,185 | $35,214 | 12/31/2023 | BWZ | 1,285,185 | $35,214 | 12/31/2023 | Mercer Global Advisors Inc. ADV | 963,518 | $26,400 | 12/31/2023 | BWZ | 963,518 | $26,400 | 12/31/2023 | Checchi Capital Advisers LLC | 763,720 | $20,132 | 03/31/2024 | BWZ | 763,720 | $20,132 | 03/31/2024 | Quent Capital LLC | 630,289 | $17,270 | 12/31/2023 | BWZ | 630,289 | $17,270 | 12/31/2023 | Financial Management Professionals Inc. | 600,934 | $15,841 | 03/31/2024 | BWZ | 600,934 | $15,841 | 03/31/2024 | Walkner Condon Financial Advisors LLC | 169,514 | $4,468 | 03/31/2024 | BWZ | 169,514 | $4,468 | 03/31/2024 | Royal Bank of Canada | 131,214 | $3,595 | 12/31/2023 | BWZ | 131,214 | $3,595 | 12/31/2023 | Commonwealth Equity Services LLC | 108,173 | $2,964 | 12/31/2023 | BWZ | 108,173 | $2,964 | 12/31/2023 | Creative Planning | 103,459 | $2,835 | 12/31/2023 | BWZ | 103,459 | $2,835 | 12/31/2023 | MML Investors Services LLC | 76,362 | $2,092 | 12/31/2023 | BWZ | 76,362 | $2,092 | 12/31/2023 | Elmwood Wealth Management Inc. | 75,826 | $2,078 | 12/31/2023 | BWZ | 75,826 | $2,078 | 12/31/2023 | Proequities Inc. | 71,662 | $1,964 | 12/31/2023 | BWZ | 71,662 | $1,964 | 12/31/2023 | Advisor Group Holdings Inc. | 58,220 | $1,595 | 12/31/2023 | BWZ | 58,220 | $1,595 | 12/31/2023 | Legacy Wealth Asset Management LLC | 26,794 | $706 | 03/31/2024 | BWZ | 26,794 | $706 | 03/31/2024 | Lunt Capital Management Inc. | 22,971 | $606 | 03/31/2024 | BWZ | 22,971 | $606 | 03/31/2024 | Ameriprise Financial Inc. | 19,261 | $528 | 12/31/2023 | BWZ | 19,261 | $528 | 12/31/2023 | Towneley Capital Management Inc DE | 17,164 | $452 | 03/31/2024 | BWZ | 17,164 | $452 | 03/31/2024 | Windham Capital Management LLC | 16,195 | $444 | 12/31/2023 | BWZ | 16,195 | $444 | 12/31/2023 | UBS Group AG | 16,034 | $439 | 12/31/2023 | BWZ | 16,034 | $439 | 12/31/2023 | Martin Capital Partners LLC | 13,323 | $351 | 03/31/2024 | BWZ | 13,323 | $351 | 03/31/2024 | Leavell Investment Management Inc. | 12,786 | $337 | 03/31/2024 | BWZ | 12,786 | $337 | 03/31/2024 | Palisades Hudson Asset Management L.P. | 9,919 | $272 | 12/31/2023 | BWZ | 9,919 | $272 | 12/31/2023 | Morgan Stanley | 9,558 | $262 | 12/31/2023 | BWZ | 9,558 | $262 | 12/31/2023 | Haverford Trust Co. | 7,500 | $206 | 12/31/2023 | BWZ | 7,500 | $206 | 12/31/2023 | LFA Lugano Financial Advisors SA | 6,455 | $177 | 12/31/2023 | BWZ | 6,455 | $177 | 12/31/2023 | Clearstead Advisors LLC | 3,509 | $96 | 12/31/2023 | BWZ | 3,509 | $96 | 12/31/2023 | DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main | 3,271 | $90 | 12/31/2023 | BWZ | 3,271 | $90 | 12/31/2023 | Bank of America Corp DE | 3,138 | $86 | 12/31/2023 | BWZ | 3,138 | $86 | 12/31/2023 | CWM LLC | 2,000 | $53 | 03/31/2024 | BWZ | 2,000 | $53 | 03/31/2024 | Wells Fargo & Company MN | 883 | $24 | 12/31/2023 | BWZ | 883 | $24 | 12/31/2023 | Beaird Harris Wealth Management LLC | 720 | $20 | 12/31/2023 | BWZ | 720 | $20 | 12/31/2023 | Cardiff Park Advisors LLC | 325 | $9 | 12/31/2023 | BWZ | 325 | $9 | 12/31/2023 | Lam Group Inc. | 210 | $6 | 03/31/2024 | BWZ | 210 | $6 | 03/31/2024 | Assetmark Inc. | 120 | $3 | 12/31/2023 | BWZ | 120 | $3 | 12/31/2023 | FMR LLC | 44 | $1 | 12/31/2023 | BWZ | 44 | $1 | 12/31/2023 | Huntington National Bank | 2 | $0 | 12/31/2023 | BWZ | 2 | $0 | 12/31/2023 |
See Summary: Institutional Holders of BWZ
See Details: Top 10 Hedge Funds Holding BWZ
Also See: BWZ Holdings Changes
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